$592 Million is the total value of BEACON FINANCIAL GROUP's 188 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED PORTFOL | 44 | Q2 2024 | 3.3% |
EXXON MOBIL CORPORATION | 44 | Q2 2024 | 3.1% |
UNITED PARCEL SERVICE INC | 44 | Q2 2024 | 2.0% |
WISDOMTREE TR | 44 | Q2 2024 | 1.7% |
JOHNSON & JOHNSON | 44 | Q2 2024 | 2.5% |
VERIZON COMMUNICATIONS INC | 44 | Q2 2024 | 2.0% |
WELLS FARGO CO NEW | 44 | Q2 2024 | 2.6% |
PHILIP MORRIS INTL INC | 44 | Q2 2024 | 3.8% |
ISHARES TR | 44 | Q2 2024 | 4.3% |
PROCTER GAMBLE CO | 44 | Q2 2024 | 2.2% |
View BEACON FINANCIAL GROUP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-06 |
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 |
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.