$452 Million is the total value of BEACON FINANCIAL GROUP's 158 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 41 | Q3 2023 | 3.3% |
| UNITED PARCEL SERVICE INC | 41 | Q3 2023 | 2.0% |
| EXXON MOBIL CORPORATION | 41 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON | 41 | Q3 2023 | 2.5% |
| WISDOMTREE TR | 41 | Q3 2023 | 1.7% |
| VERIZON COMMUNICATIONS INC | 41 | Q3 2023 | 2.0% |
| WELLS FARGO & CO NEW | 41 | Q3 2023 | 2.6% |
| PHILIP MORRIS INTL INC | 41 | Q3 2023 | 3.8% |
| ISHARES | 41 | Q3 2023 | 4.3% |
| PROCTER GAMBLE CO | 41 | Q3 2023 | 2.2% |
View BEACON FINANCIAL GROUP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-07 |
View BEACON FINANCIAL GROUP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.