Beacon Financial Group Sells in Q1 2025

Beacon Financial Group

  • $869 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
-4.18K
- 20.49%
N/A
16.2K $0
EMGF
Ishares Msci Emerging Markets

ETFs
-339
- 3.07%
$44.18 - $48.23 $15K - $16.3K
10.7K $500K
EPD
Enterprise Products Partners L.P.

Energy
-674
- 6.33%
$31.75 - $34.14 $21.4K - $23K
9.98K $340K
INTC
Intel Corp

Technology
-880
- 7.29%
$19.1 - $27.39 $16.8K - $24.1K
11.2K $253K
MA
Mastercard Inc

Financial Services
-114
- 3.12%
$504.67 - $576.31 $57.5K - $65.7K
3.54K $1.94M
L
Loews Corp

Financial Services
-1.35K
- 6.85%
$81.13 - $91.91 $109K - $124K
18.3K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
-866
- 2.04%
$225.19 - $279.95 $195K - $242K
41.6K $10.2M
SBUX
Starbucks Corp

Consumer Cyclical
-2.3K
- 6.07%
$91.75 - $115.81 $211K - $267K
35.6K $3.48M
UNM
Unum Group

Financial Services
-60
- 1.38%
$71.8 - $83.34 $4.31K - $5K
4.28K $348K
WRB
Berkley W R Corp

Financial Services
-160
- 2.96%
$56.7 - $71.27 $9.07K - $11.4K
5.25K $373K
IBM
International Business Machines Corp

Technology
-124
- 4.05%
$217.4 - $264.74 $27K - $32.8K
2.94K $730K
ABT
Abbott Laboratories

Healthcare
-948
- 10.03%
$111.1 - $140.22 $105K - $133K
8.51K $1.13M
IEV
Ishares Tr Europe ETF

ETFs
-738
- 4.71%
$51.89 - $60.68 $38.3K - $44.8K
14.9K $879K
PSLV
Sprott Physical Silver Trust

Financial Services
-39
- 0.11%
$9.86 - $11.68 $385 - $456
36.2K $419K
O
Realty Income Corp

Real Estate
-4.46K
- 5.98%
$51.67 - $58.49 $230K - $261K
70.1K $4.07M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-27
- 5.28%
$1187.71 - $1432.58 $32.1K - $38.7K
484 $693K
XOM
Exxon Mobil Corp

Energy
-8.75K
- 8.66%
$105.44 - $118.93 $922K - $1.04M
92.2K $11M
TRV
Travelers Companies, Inc.

Financial Services
-188
- 2.7%
$232.43 - $265.13 $43.7K - $49.8K
6.78K $1.79M
CTVA
Corteva, Inc.

Basic Materials
-268
- 1.18%
$55.94 - $66.15 $15K - $17.7K
22.5K $1.41M
SCHW
Schwab Charles Corp

Financial Services
-139
- 0.43%
$71.24 - $83.64 $9.9K - $11.6K
32.3K $2.53M
CVX
Chevron Corp

Energy
-1.36K
- 8.35%
$146.71 - $167.97 $200K - $229K
14.9K $2.5M
ABBV
Abb Vie Inc.

Healthcare
-756
- 6.88%
$169.2 - $216.66 $128K - $164K
10.2K $2.14M
NVS
Novartis Ag

Healthcare
-982
- 4.54%
$97.14 - $115.57 $95.4K - $113K
20.6K $2.3M
MO
Altria Group, Inc.

Consumer Defensive
-6.42K
- 6.91%
$50.81 - $60.02 $326K - $386K
86.6K $5.2M
DUK
Duke Energy Corp

Utilities
-2.71K
- 5.81%
$105.87 - $121.97 $287K - $331K
43.9K $5.36M
JNJ
Johnson & Johnson

Healthcare
-543
- 2.63%
$142.06 - $167.7 $77.1K - $91.1K
20.1K $3.33M
KO
Coca Cola CO

Consumer Defensive
-4.09K
- 5.7%
$60.81 - $72.32 $248K - $295K
67.6K $4.84M
VZ
Verizon Communications Inc

Communication Services
-9.42K
- 6.19%
$37.81 - $46.49 $356K - $438K
143K $6.48M
AMGN
Amgen Inc

Healthcare
-533
- 4.67%
$258.59 - $327.36 $138K - $174K
10.9K $3.39M
WM
Waste Management Inc

Industrials
-1.68K
- 6.18%
$200.54 - $233.78 $336K - $392K
25.5K $5.89M
MCK
Mckesson Corp

Healthcare
-210
- 3.63%
$566.21 - $672.99 $119K - $141K
5.58K $3.76M
PM
Philip Morris International Inc.

Consumer Defensive
-569
- 3.81%
$117.15 - $158.79 $66.7K - $90.4K
14.4K $2.28M
FDL
First Tr Morningstar Dividend

ETFs
-18K
- 3.38%
$39.69 - $43.83 $716K - $790K
515K $22M
RSG
Republic Services, Inc.

Industrials
-2.71K
- 7.97%
$200.09 - $242.16 $542K - $656K
31.3K $7.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.01%
$442.66 - $534.52 $1.33K - $1.6K
47.4K $24.9M
Activity Summary
Buys All Purchases 130 New Holdings 24 Increased Positions 106 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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