Beacon Financial Group has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $886 Million distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $54.9M, Ishares Core S&P 500 ETF with a value of $33.5M, Vanguard Whitehall Fds (Vangua with a value of $31.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $25.1M, and Berkshire Hathaway Inc Class B with a value of $21.5M.
Examining the 13F form we can see an decrease of $26.9M in the current position value, from $913M to 886M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$886 Million
ETFs: $554 Million
Financial Services: $70.6 Million
Technology: $61.1 Million
Industrials: $36 Million
Energy: $32.7 Million
Healthcare: $29 Million
Consumer Defensive: $26.7 Million
Communication Services: $21.2 Million
Other: $49 Million
Stock Holdings Table Market Cap. of $200 Billions or more
