Notify me when BEACON FINANCIAL GROUP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 346 | $1,016,761,285 | +$60,064,121 | -$56,163,082 | +$3,901,039 | DGRW, VYM, VUG, DYNF, BRKB | 13F-HR | 07 Oct 2025, 17:34 |
| Q2 2025 | 338 | $960,385,131 | +$54,246,238 | -$60,851,627 | -$6,605,389 | DGRW, VYM, BIDD, BRKB, BIL | 13F-HR | 09 Jul 2025, 10:21 |
| Q1 2025 | 334 | $915,770,046 | +$55,880,241 | -$68,508,464 | -$12,628,223 | DGRW, IVV, VYM, BIL, BRKB | 13F-HR | 10 Apr 2025, 16:03 |
| Q4 2024 | 327 | $929,016,199 | +$59,775,347 | -$48,301,248 | +$11,474,099 | DGRW, IVV, VYM, BIL, BRKB | 13F-HR | 29 Jan 2025, 15:03 |
| Q3 2024 | 320 | $923,898,053 | +$39,173,811 | -$38,662,905 | +$510,906 | DGRW, VYM, IVV, BIL, FDL | 13F-HR | 12 Nov 2024, 16:44 |
| Q2 2024 | 315 | $877,457,064 | +$53,915,296 | -$45,572,191 | +$8,343,105 | DGRW, VYM, IVV, BIL, TFLO | 13F-HR | 06 Aug 2024, 09:57 |
| Q1 2024 | 313 | $871,101,853 | +$81,143,507 | -$86,100,503 | -$4,956,996 | DGRW, VYM, IVV, BIL, TFLO | 13F-HR | 07 May 2024, 11:12 |
| Q4 2023 | 311 | $819,952,288 | +$198,948,170 | -$102,015,566 | +$96,932,604 | DGRW, VYM, BIL, TFLO, FVD | 13F-HR | 23 Feb 2024, 10:43 |
| Q3 2023 | 234 | $697,169,000 | +$78,979,616 | -$124,646,921 | -$45,667,305 | DGRW, FLOT, VYM, BIL, FDL | 13F-HR | 16 Oct 2023, 10:01 |
| Q2 2023 | 225 | $734,928,000 | +$35,199,432 | -$20,677,077 | +$14,522,355 | DGRW, VYM, BIL, FLOT, BSCP | 13F-HR | 20 Jul 2023, 14:47 |
| Q1 2023 | 220 | $703,206,000 | +$31,865,526 | -$58,153,689 | -$26,288,163 | DGRW, VYM, BIL, FLOT, BSCP | 13F-HR | 14 Apr 2023, 09:38 |
| Q4 2022 | 228 | $718,136,000 | +$120,009,908 | -$63,590,134 | +$56,419,774 | DGRW, VYM, BIL, FLOT, BSCP | 13F-HR | 19 Jan 2023, 09:45 |
| Q3 2022 | 227 | $619,170,000 | +$68,987,732 | -$63,399,304 | +$5,588,428 | DGRW, VYM, BIL, HYLS, DAUG | 13F-HR | 13 Oct 2022, 10:04 |
| Q2 2022 | 223 | $640,924,000 | +$32,721,699 | -$33,947,956 | -$1,226,257 | DGRW, VYM, VCSH, HYLS, BRKB | 13F-HR | 19 Jul 2022, 13:07 |
| Q1 2022 | 230 | $724,102,000 | +$55,978,418 | -$112,986,033 | -$57,007,615 | DGRW, VYM, EPS, HYLS, VCSH | 13F-HR | 08 Apr 2022, 09:31 |
| Q4 2021 | 225 | $760,199,000 | +$86,837,899 | -$54,189,517 | +$32,648,382 | DGRW, EPS, FTSL, VYM, HYLS | 13F-HR | 07 Jan 2022, 12:50 |
| Q3 2021 | 225 | $693,175,000 | +$43,378,844 | -$22,384,607 | +$20,994,237 | DGRW, EPS, VYM, HYLS, VCSH | 13F-HR | 13 Oct 2021, 10:46 |
| Q2 2021 | 212 | $664,926,000 | +$70,642,915 | -$70,398,344 | +$244,571 | EPS, DGRW, VYM, HYLS, VCSH | 13F-HR | 26 Jul 2021, 16:26 |
| Q1 2021 | 202 | $597,977,000 | +$514,974 | -$20,509,000 | -$19,994,026 | EPS, DGRW, HYLS, VCSH, VIG | 13F-HR | 16 Aug 2021, 11:12 |
| Q4 2020 | 204 | $619,764,000 | +$30,997,521 | -$23,906,873 | +$7,090,648 | EPS, DGRW, HYLS, VCSH, VIG | 13F-HR | 15 Jan 2021, 15:18 |
| Q3 2020 | 187 | $553,558,000 | +$39,490,366 | -$29,828,515 | +$9,661,851 | EPS, DGRW, VCSH, HYLS, VIG | 13F-HR | 13 Oct 2020, 13:33 |
| Q2 2020 | 181 | $515,377,000 | +$78,096,020 | -$56,145,306 | +$21,950,714 | DGRW, EPS, VCSH, FPE, HYLS | 13F-HR | 05 Aug 2020, 10:06 |
| Q1 2020 | 170 | $443,985,000 | +$16,818,377 | -$48,874,959 | -$32,056,582 | DGRW, VCSH, FPE, HYLS, VIG | Restatement | 29 Jun 2020, 14:27 |
| Q4 2019 | 186 | $563,885,000 | +$23,208,914 | -$19,459,578 | +$3,749,336 | DGRW, FPE, VCSH, VIG, CVS | 13F-HR | 17 Jan 2020, 10:32 |
| Q3 2019 | 185 | $580,408,000 | +$33,955,677 | -$40,813,332 | -$6,857,655 | DGRW, BIL, FPE, VCSH, HYLS | 13F-HR | 15 Oct 2019, 09:33 |
| Q2 2019 | 186 | $583,180,000 | +$29,418,094 | -$20,150,476 | +$9,267,618 | DGRW, FPE, VCSH, HYLS, VIG | 13F-HR | 15 Jul 2019, 10:11 |
| Q1 2019 | 170 | $539,407,000 | +$32,528,600 | -$64,993,312 | -$32,464,712 | DGRW, BIL, FPE, VCSH, HYLS | 13F-HR | 18 Apr 2019, 09:33 |
| Q4 2018 | 174 | $528,259,000 | +$79,131,502 | -$80,733,530 | -$1,602,028 | DGRW, BIL, VCSH, HYLS, NEAR | 13F-HR | 16 Jan 2019, 12:42 |
| Q3 2018 | 180 | $566,686,000 | +$20,440,929 | -$45,440,524 | -$24,999,595 | DGRW, EUDG, VCSH, HYLS, BIL | 13F-HR | 10 Oct 2018, 12:47 |
| Q2 2018 | 187 | $575,411,000 | +$27,116,436 | -$31,563,077 | -$4,446,641 | DGRW, EUDG, FPE, VCSH, HYLS | 13F-HR | 11 Jul 2018, 16:07 |
| Q1 2018 | 208 | $582,840,000 | +$115,067,459 | -$76,498,766 | +$38,568,693 | DGRW, EUDG, FPE, VCSH, HYLS | 13F-HR | 06 Apr 2018, 12:40 |
| Q4 2017 | 178 | $570,100,000 | +$88,782,609 | -$74,421,202 | +$14,361,407 | FLOT, FPE, XOM, VIG, EUDG | Restatement | 03 Jan 2018, 12:24 |
| Q3 2017 | 176 | $549,482,000 | +$72,665,889 | -$53,821,789 | +$18,844,100 | FLOT, FPE, VCSH, VIG, XOM | 13F-HR | 03 Oct 2017, 15:34 |
| Q2 2017 | 179 | $526,891,000 | +$50,671,109 | -$52,289,507 | -$1,618,398 | FPE, VIG, XOM, WFC, HYLS | 13F-HR | 30 Jun 2017, 14:10 |
| Q1 2017 | 176 | $523,312,000 | +$58,937,627 | -$42,659,970 | +$16,277,657 | FPE, VIG, PM, BSV, WFC | 13F-HR | 03 Apr 2017, 10:45 |
| Q4 2016 | 176 | $486,453,000 | +$49,169,962 | -$45,112,492 | +$4,057,470 | FPE, VIG, PM, WFC, BSV | 13F-HR | 05 Jan 2017, 15:15 |
| Q3 2016 | 181 | $475,715,000 | +$63,179,787 | -$58,544,329 | +$4,635,458 | FPE, VIG, PM, DOL, IBM | 13F-HR | 03 Oct 2016, 13:47 |
| Q2 2016 | 172 | $453,435,000 | +$19,559,719 | -$35,441,248 | -$15,881,529 | PFF, PM, VIG, DOL, VYM | 13F-HR | 12 Jul 2016, 13:55 |
| Q1 2016 | 168 | $462,786,000 | +$72,114,863 | -$60,430,927 | +$11,683,936 | PFF, DOL, PM, VIG, VYM | 13F-HR | 01 Apr 2016, 13:52 |
| Q4 2015 | 168 | $434,924,000 | +$38,650,738 | -$36,570,063 | +$2,080,675 | DOL, PFF, FDL, PM, VIG | 13F-HR | 04 Jan 2016, 11:44 |
| Q3 2015 | 162 | $408,464,000 | +$47,269,953 | -$68,265,479 | -$20,995,526 | DOL, PFF, FDL, PM, VIG | 13F-HR | 02 Oct 2015, 11:37 |
| Q2 2015 | 169 | $460,863,000 | +$49,490,096 | -$25,903,955 | +$23,586,141 | FDL, DOL, SJNK, PFF, PM | 13F-HR | 01 Jul 2015, 16:16 |
| Q1 2015 | 166 | $450,782,000 | +$53,331,516 | -$64,566,138 | -$11,234,622 | FDL, DOL, SJNK, PFF, PM | 13F-HR | 02 Apr 2015, 09:24 |
| Q4 2014 | 186 | $467,751,000 | +$87,810,385 | -$94,141,508 | -$6,331,123 | FDL, DOL, PM, SJNK, PFF | 13F-HR | 15 Jan 2015, 09:57 |
| Q3 2014 | 191 | $461,241,000 | +$81,584,997 | -$82,047,069 | -$462,072 | FDL, DOL, DEM, IJH, JNK | 13F-HR | 02 Oct 2014, 10:49 |
| Q2 2014 | 157 | $451,673,000 | +$30,221,049 | -$92,815,006 | -$62,593,957 | FDL, DOL, DEM, IVV, IWM | 13F-HR | 08 Jul 2014, 15:47 |
| Q1 2014 | 166 | $483,663,000 | +$98,905,799 | -$126,431,722 | -$27,525,923 | IVV, IWM, FDL, DOL, UPRO | 13F-HR | 23 Apr 2014, 13:30 |
| Q4 2013 | 178 | $503,660,000 | $0 | $0 | $0 | IJH, IVV, FDL, MVV, UPRO | 13F-HR | 10 Feb 2014, 12:26 |