Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $869 Million
- Q1 2025
Beacon Financial Group has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $869 Million distributed in 334 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 $50.6M, Ishares Core S&P 500 ETF with a value of $31M, Vanguard Whitehall Fds (Vangua with a value of $29.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $25.5M, and Berkshire Hathaway Inc Class B with a value of $24.9M.
Examining the 13F form we can see an decrease of $17M in the current position value, from $886M to 869M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 334
- Current Value $869 Million
- Prior Value $886 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 24 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 186 stocks