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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
47
7
5
2
3
0
34
7
5
BEACON FINANCIAL GROUP

Time Period2018-09-30

Total Holdings179

Total Value ($x1000)592,545
Activities
New8

Increased48

Unchanged16

Decreased107

Sold Out16

Top 10 Stock Holdingstotal 31.22%
DGRW7.38

EUDG4.82

FPE3.24

VCSH2.75

BIL2.53

 
HYLS2.47

VIG2.2

PFE2

NEAR1.99

BRK.B1.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DGRW
7.38%
US DIVD GRT FD
EUDG
4.82%
EURO DIV GRWTH
FPE
3.24%
PFD SECS INC ETF
VCSH
2.75%
SHRT TRM CORP BD
BIL
2.53%
SPDR BLOOMBERG
HYLS
2.47%
FIRST TR TA HIYL
VIG
2.2%
DIV APP ETF
PFE
2%
COM
NEAR
1.99%
SHT MAT BD ETF
BRK.B
1.84%
CL B NEW
CVS
1.79%
COM
XOM
1.66%
COM
D
1.59%
COM
ENB
1.55%
COM
DON
1.46%
MIDCAP DIVI FD
UPS
1.42%
CL B
VYM
1.41%
HIGH DIV YLD
LMBS
1.41%
FST LOW MTG ETF
INTC
1.4%
COM
DOL
1.34%
INTL LRGCAP DV
WFC
1.29%
COM
CSCO
1.22%
COM
JNJ
1.21%
COM
VZ
1.14%
COM
PG
1.14%
COM
VTR
1.13%
COM
EMLP
1.13%
NO AMER ENERGY
AAPL
1.11%
COM
HBI
1.09%
COM
AMGN
1.07%
COM
KO
1.07%
COM
FTSL
1.03%
SENIOR LN FD
O
1.02%
COM
DUK
1%
COM NEW
FLOT
0.96%
FLTG RATE BD ETF
MTUM
0.95%
MSCI USAMOMFCT
ETN
0.93%
SHS
GIS
0.93%
COM
SO
0.9%
COM
MORGANST...
0.89%
COM
WMT
0.88%
COM
GPC
0.87%
COM
LAMR
0.86%
CL A
WM
0.8%
COM
SNY
0.76%
SPONSORED ADR
BMY
0.67%
COM
BUD
0.65%
SPONSORED ADR
PFG
0.63%
COM
V
0.63%
COM CL A
DTN
0.62%
DIV EX-FINL FD
BK
0.62%
COM
DES
0.61%
SMALLCAP DIVID
DWM
0.59%
DEFA FD
CMP
0.59%
COM
DLS
0.59%
INTL SMCAP DIV
MSFT
0.58%
COM
LOW
0.55%
COM
TJX
0.55%
COM
DEM
0.55%
EMERG MKTS ETF
ORCL
0.54%
COM
LBTYK
0.53%
SHS CL C
L
0.52%
COM
RGLD
0.51%
COM
NSRGY
0.49%
COM
IJH
0.49%
CORE S&P MCP ETF
IEFA
0.47%
CORE MSCI EAFE
SLB
0.46%
COM
IVV
0.45%
CORE S&P500 ETF
DIS
0.45%
COM DISNEY
UL
0.44%
SPON ADR NEW
WRB
0.43%
COM
HYG
0.42%
IBOXX HI YD ETF
NVS
0.42%
SPONSORED ADR
MMP
0.41%
COM UNIT RP LP
DGS
0.37%
EMG MKTS SMCAP
BEN
0.35%
COM
ABC
0.32%
COM
TXN
0.28%
COM
AXP
0.28%
COM
MA
0.27%
CL A
EXPD
0.26%
COM
GD
0.26%
COM
ABT
0.25%
COM
HHC
0.24%
COM
TSS
0.22%
COM
IWV
0.22%
RUSSELL 3000 ETF
IJNK
0.21%
BRCLY HGH YIEL
T
0.21%
COM
PEP
0.21%
COM
COP
0.2%
COM
GOOGL
0.2%
CAP STK CL A
GOOG
0.2%
CAP STK CL C
PSX
0.19%
COM
MCK
0.19%
COM
ESRX
0.19%
COM
HD
0.19%
COM
VEA
0.18%
FTSE DEV MKT ETF
VB
0.18%
SMALL CP ETF
DAR
0.18%
COM
FB
0.18%
CL A
IWD
0.17%
RUS 1000 VAL ETF
AMZN
0.17%
COM
IEF
0.16%
7-10 Y TR BD ETF
NWSA
0.16%
CL A
UTX
0.16%
COM
IWF
0.15%
RUS 1000 GRW ETF
PFF
0.14%
U.S. PFD STK ETF
BYD
0.14%
COM
AXTA
0.14%
COM
ADI
0.14%
COM
SE
0.14%
COM
GSK
0.13%
SPONSORED ADR
VO
0.13%
MID CAP ETF
VUG
0.13%
GROWTH ETF
MO
0.13%
COM
JPM
0.13%
COM
BKNG
0.12%
COM
ABBV
0.12%
COM
TROW
0.12%
COM
IBM
0.12%
COM
PHD
0.11%
COM
CMI
0.11%
COM
EPD
0.11%
COM
OMC
0.11%
COM
DFS
0.1%
COM
IQV
0.1%
COM
MRK
0.1%
COM
AGN
0.1%
SHS
FDL
0.1%
SHS
ORLY
0.1%
COM
CVX
0.09%
COM
MDT
0.09%
COM
BIDU
0.09%
SPON ADR REP A
IWM
0.09%
RUSSELL 2000 ETF
PRU
0.09%
COM
DDWM
0.08%
CURRNCY INT EQ
COO
0.08%
COM NEW
USMF
0.08%
US MULTIFACTOR
TGT
0.07%
COM
SPY
0.07%
TR UNIT
BAC
0.07%
COM
SWK
0.07%
COM
WPP
0.07%
ADR
CIU
0.07%
INTERM CR BD ETF
SYY
0.07%
COM
WBA
0.07%
COM
KMX
0.07%
COM
VTI
0.07%
TOTAL STK MKT
BA
0.07%
COM
UST
0.07%
ULTR 7-10 TREA
KMB
0.06%
COM
HRL
0.06%
COM
PM
0.06%
COM
EBAY
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
BP
0.06%
SPONSORED ADR
CERN
0.06%
COM
PSA
0.06%
COM
CMCSA
0.06%
CL A
CBRL
0.05%
COM
BLK
0.05%
COM
USB
0.05%
COM NEW
SBUX
0.05%
COM
ITOT
0.05%
CORE S&P TTL STK
LRCX
0.05%
COM
CMA
0.05%
COM
CL
0.05%
COM
CAT
0.05%
COM
CFR
0.05%
COM
HON
0.05%
COM
CTSH
0.05%
CL A
HCN
0.05%
COM
KMI
0.05%
COM
NOMD
0.05%
USD ORD SHS
IJR
0.05%
CORE S&P SCP ETF
DWDP
0.04%
COM
WEC
0.04%
COM
AGG
0.04%
CORE TOTUSBD ETF
BTI
0.04%
SPONSORED ADR
CSJ
1.95%
1-3 YR CR BD ETF
CNDT
0.29%
COM
SJNK
0.24%
SHT TRM HGH YLD
IEMG
0.19%
CORE MSCI EMKT
WRD
0.13%
COM
CCJ
0.12%
COM
TCBI
0.09%
COM
RJF
0.05%
COM
ETFC
0.05%
COM NEW
VLO
0.05%
COM
MU
0.05%
COM
LEA
0.05%
COM NEW
K
0.04%
COM
BABA
0.04%
SPONSORED ADS
YY
0.04%
ADS REPCOM CLA
LH
0.04%
COM NEW