Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $886 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 327
- Current Value $886 Million
- Prior Value $913 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 21 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 196 stocks