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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
59
11
5
1
5
1
37
8
6
BEACON FINANCIAL GROUP

Time Period2018-03-31

Total Holdings208

Total Value ($x1000)586,445
Activities
New43

Increased66

Unchanged8

Decreased91

Sold Out13

Top 10 Stock Holdingstotal 29.14%
DGRW6.2

EUDG4.08

FPE3.29

VCSH2.93

HYLS2.6

 
BIL2.36

CSJ2.1

VIG2.01

BRK.B1.8

NEAR1.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DGRW
6.2%
US DIVD GRT FD
EUDG
4.08%
EURO DIV GRWTH
FPE
3.29%
PFD SECS INC ETF
VCSH
2.93%
SHRT TRM CORP BD
HYLS
2.6%
FIRST TR TA HIYL
BIL
2.36%
SPDR BLOOMBERG
CSJ
2.1%
1-3 YR CR BD ETF
VIG
2.01%
DIV APP ETF
BRK.B
1.8%
CL B NEW
NEAR
1.77%
SHT MAT BD ETF
PFE
1.75%
COM
INTC
1.6%
COM
ENB
1.55%
COM
XOM
1.53%
COM
AAPL
1.5%
COM
PG
1.49%
COM
CVS
1.46%
COM
LMBS
1.45%
FST LOW MTG ETF
WFC
1.36%
COM
FLOT
1.36%
FLTG RATE BD ETF
DON
1.34%
MIDCAP DIVI FD
UPS
1.33%
CL B
EMR
1.32%
COM
VYM
1.31%
HIGH DIV YLD
AMGN
1.22%
COM
CSCO
1.18%
COM
LAMR
1.17%
CL A
JNJ
1.14%
COM
EMLP
1.12%
NO AMER ENERGY
HBI
1.11%
COM
VZ
1.09%
COM
FTSL
1.06%
SENIOR LN FD
KO
1.06%
COM
VTR
1.05%
COM
DUK
1.02%
COM NEW
SO
0.97%
COM
MORGANST...
0.95%
COM
O
0.92%
COM
ETN
0.9%
SHS
WMT
0.87%
COM
DOL
0.87%
INTL LRGCAP DV
MTUM
0.83%
MSCI USAMOMFCT
GPC
0.83%
COM
WM
0.78%
COM
SNY
0.72%
SPONSORED ADR
GIS
0.69%
COM
PFG
0.68%
COM
BK
0.66%
COM
RGLD
0.63%
COM
BMY
0.61%
COM
CMP
0.61%
COM
DLS
0.6%
INTL SMCAP DIV
DWM
0.59%
DEFA FD
DEM
0.58%
EMERG MKTS ETF
DTN
0.57%
DIV EX-FINL FD
DES
0.56%
SMALLCAP DIVID
MON
0.54%
COM
V
0.54%
COM CL A
MSFT
0.49%
COM
NSRGY
0.49%
COM
HYG
0.48%
IBOXX HI YD ETF
UL
0.47%
SPON ADR NEW
IEFA
0.47%
CORE MSCI EAFE
LOW
0.45%
COM
IVV
0.44%
CORE S&P500 ETF
ORCL
0.43%
COM
NVS
0.43%
SPONSORED ADR
TJX
0.42%
COM
DGS
0.42%
EMG MKTS SMCAP
WRB
0.41%
COM
D
0.4%
COM
EXPD
0.38%
COM
MMP
0.37%
COM UNIT RP LP
SLB
0.36%
COM
IJH
0.34%
CORE S&P MCP ETF
BUD
0.34%
SPONSORED ADR
CNDT
0.31%
COM
ABC
0.31%
COM
GD
0.3%
COM
TXN
0.29%
COM
L
0.28%
COM
AXP
0.26%
COM
LBTYK
0.25%
SHS CL C
IJNK
0.25%
BRCLY HGH YIEL
SJNK
0.25%
SHT TRM HGH YLD
T
0.23%
COM
ABT
0.23%
COM
IEMG
0.22%
CORE MSCI EMKT
PEP
0.22%
COM
MA
0.22%
CL A
MCK
0.21%
COM
NWSA
0.21%
CL A
IWV
0.21%
RUSSELL 3000 ETF
TSS
0.2%
COM
IBM
0.19%
COM
GOOG
0.18%
CAP STK CL C
GOOGL
0.18%
CAP STK CL A
FB
0.17%
CL A
PSX
0.17%
COM
HD
0.17%
COM
UTX
0.16%
COM
DAR
0.16%
COM
IEF
0.16%
7-10 Y TR BD ETF
COP
0.16%
COM
VEA
0.15%
FTSE DEV MKT ETF
ADI
0.15%
COM
PFF
0.15%
U.S. PFD STK ETF
CMI
0.15%
COM
VB
0.15%
SMALL CP ETF
GSK
0.15%
SPONSORED ADR
BKNG
0.14%
COM
AXTA
0.14%
COM
SE
0.14%
COM
ABBV
0.14%
COM
HHC
0.14%
COM
ESRX
0.14%
COM
MO
0.14%
COM
TROW
0.14%
COM
BYD
0.13%
COM
IWD
0.13%
RUS 1000 VAL ETF
CCJ
0.13%
COM
OMC
0.13%
COM
JPM
0.12%
COM
BEN
0.12%
COM
PHD
0.12%
COM
VUG
0.11%
GROWTH ETF
AMZN
0.11%
COM
CVX
0.11%
COM
BAC
0.11%
COM
FDL
0.11%
SHS
IWF
0.1%
RUS 1000 GRW ETF
DIS
0.1%
COM DISNEY
VO
0.1%
MID CAP ETF
DFS
0.1%
COM
PM
0.1%
COM
PRU
0.1%
COM
IEI
0.09%
3-7 YR TR BD ETF
UST
0.09%
ULTR 7-10 TREA
BIDU
0.09%
SPON ADR REP A
MRK
0.09%
COM
WPPGY
0.08%
ADR
IQV
0.08%
COM
TCBI
0.08%
COM
ORLY
0.08%
COM
MDT
0.08%
COM
LRCX
0.08%
COM
BA
0.08%
COM
EBAY
0.07%
COM
CBRL
0.07%
COM
CMCSA
0.07%
CL A
SPY
0.07%
TR UNIT
VLO
0.06%
COM
EPD
0.06%
COM
COO
0.06%
COM NEW
HRL
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
BLK
0.06%
COM
PSA
0.06%
COM
MU
0.06%
COM
CIU
0.06%
INTERM CR BD ETF
VTI
0.06%
TOTAL STK MKT
KMB
0.06%
COM
SYY
0.06%
COM
SBUX
0.06%
COM
CMA
0.06%
COM
USB
0.06%
COM NEW
AAP
0.06%
COM
RJF
0.06%
COM
KMX
0.05%
COM
BTI
0.05%
SPONSORED ADR
CTSH
0.05%
CL A
LEA
0.05%
COM NEW
BP
0.05%
SPONSORED ADR
CL
0.05%
COM
WEC
0.05%
COM
DXC
0.05%
COM
HCN
0.05%
COM
ETFC
0.05%
COM NEW
CERN
0.05%
COM
YY
0.05%
ADS REPCOM CLA
SNE
0.05%
ADR NEW
K
0.05%
COM
TGT
0.05%
COM
STT
0.05%
COM
NOMD
0.05%
USD ORD SHS
RTN
0.05%
COM NEW
CAT
0.04%
COM
AGG
0.04%
CORE TOTUSBD ETF
MET
0.04%
COM
HON
0.04%
COM
KMI
0.04%
COM
C
0.04%
COM NEW
GE
0.04%
COM
DWDP
0.04%
COM
NUE
0.04%
COM
OXY
0.04%
COM
ARW
0.04%
COM
AIG
0.04%
COM NEW
LH
0.04%
COM NEW
BABA
0.04%
SPONSORED ADS
TSN
0.04%
CL A
CFR
0.04%
COM
IJR
0.04%
CORE S&P SCP ETF
GM
0.04%
COM
DE
0.04%
COM
BBY
0.04%
COM
CP
0.04%
COM
AAL
0.03%
COM
FAST
1.34%
COM
VFC
0.55%
COM
JLL
0.14%
COM
PCLN
0.14%
COM NEW
IWM
0.1%
RUSSELL 2000 ETF
COR
0.1%
COM
AFL
0.08%
COM
COST
0.07%
COM
NKE
0.07%
CL B
WDC
0.05%
COM
DOW
0.05%
COM
CBS
0.05%
CL B
CELG
0.04%
COM