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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
50
10
5
1
4
1
36
7
5
BEACON FINANCIAL GROUP

Time Period2017-12-31

Total Holdings178

Total Value ($x1000)574,219
Activities
New15

Increased61

Unchanged10

Decreased92

Sold Out13

Top 10 Stock Holdingstotal 27.48%
FLOT3.48

FPE3.12

XOM3.06

VIG3.01

EUDG2.97

 
DGRW2.8

VCSH2.8

HYLS2.35

BIL1.96

BRK.B1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FLOT
3.48%
FLTG RATE BD ETF
FPE
3.12%
PFD SECS INC ETF
XOM
3.06%
COM
VIG
3.01%
DIV APP ETF
EUDG
2.97%
EURO DIV GRWTH
DGRW
2.8%
US DIVD GRT FD
VCSH
2.8%
SHRT TRM CORP BD
HYLS
2.35%
FIRST TR TA HIYL
BIL
1.96%
SPDR BLOOMBERG
BRK.B
1.93%
CL B NEW
PFE
1.87%
COM
CSJ
1.86%
1-3 YR CR BD ETF
PG
1.8%
COM
ENB
1.71%
COM
JNJ
1.69%
COM
CVS
1.6%
COM
UPS
1.6%
CL B
DUK
1.59%
COM NEW
WFC
1.59%
COM
SO
1.55%
COM
NEAR
1.46%
SHT MAT BD ETF
EMR
1.46%
COM
LAMR
1.44%
CL A
CMP
1.41%
COM
AMGN
1.36%
COM
FAST
1.34%
COM
VZ
1.3%
COM
LMBS
1.28%
FST LOW MTG ETF
VTR
1.26%
COM
DON
1.24%
MIDCAP DIVI FD
VYM
1.21%
HIGH DIV YLD
DES
1.21%
SMALLCAP DIVID
HBI
1.17%
COM
KO
1.16%
COM
MO
1.16%
COM
O
1.02%
COM
EMLP
1.02%
NO AMER ENERGY
GPC
0.98%
COM
MORGANST...
0.98%
COM
FTSL
0.95%
SENIOR LN FD
AAPL
0.95%
COM
GIS
0.94%
COM
ETN
0.93%
SHS
PFG
0.85%
COM
DEM
0.84%
EMERG MKTS ETF
BK
0.83%
COM
SNY
0.79%
SPONSORED ADR
CFR
0.76%
COM
BMY
0.72%
COM
RGLD
0.67%
COM
HYG
0.57%
IBOXX HI YD ETF
MON
0.56%
COM
NSRGY
0.56%
COM
VFC
0.55%
COM
MMP
0.54%
COM UNIT RP LP
LOW
0.51%
COM
V
0.5%
COM CL A
DLS
0.5%
INTL SMCAP DIV
MSFT
0.47%
COM
UL
0.46%
SPON ADR NEW
ORCL
0.46%
COM
NVS
0.45%
SPONSORED ADR
DWM
0.44%
DEFA FD
EXPD
0.42%
COM
WRB
0.41%
COM
SLB
0.38%
COM
ABC
0.33%
COM
TXN
0.33%
COM
SJNK
0.33%
SHT TRM HGH YLD
WMT
0.32%
COM
TJX
0.31%
COM
LBTYK
0.3%
SHS CL C
INTC
0.3%
COM
L
0.29%
COM
IJNK
0.29%
BRCLY HGH YIEL
GD
0.28%
COM
CNDT
0.28%
COM
AXP
0.28%
COM
T
0.26%
COM
CSCO
0.25%
COM
GE
0.25%
COM
PEP
0.24%
COM
ABT
0.24%
COM
IWV
0.24%
RUSSELL 3000 ETF
IJH
0.23%
CORE S&P MCP ETF
MCK
0.23%
COM
NWSA
0.22%
CL A
HD
0.22%
COM
SE
0.22%
COM
MA
0.21%
CL A
IBM
0.19%
COM
CMI
0.19%
COM
TSS
0.19%
COM
PSX
0.18%
COM
GOOG
0.18%
CAP STK CL C
DAR
0.17%
COM
PFF
0.17%
U.S. PFD STK ETF
UTX
0.17%
COM
ABBV
0.16%
COM
FB
0.16%
CL A
BA
0.16%
COM
GOOGL
0.16%
CAP STK CL A
ESRX
0.15%
COM
COP
0.15%
COM
ADI
0.15%
COM
BYD
0.15%
COM
VB
0.15%
SMALL CP ETF
VEA
0.15%
FTSE DEV MKT ETF
AXTA
0.15%
COM
TROW
0.14%
COM
JLL
0.14%
COM
PCLN
0.14%
COM NEW
BAC
0.14%
COM
FDL
0.13%
SHS
GSK
0.13%
SPONSORED ADR
IWD
0.13%
RUS 1000 VAL ETF
CVX
0.13%
COM
PRU
0.13%
COM
IVV
0.12%
CORE S&P500 ETF
PHD
0.12%
COM
VUG
0.12%
GROWTH ETF
AMZN
0.11%
COM
DFS
0.11%
COM
JPM
0.11%
COM
CCJ
0.11%
COM
PM
0.11%
COM
D
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
IWM
0.1%
RUSSELL 2000 ETF
TGT
0.1%
COM
COR
0.1%
COM
VO
0.09%
MID CAP ETF
BIDU
0.09%
SPON ADR REP A
IEF
0.09%
7-10 Y TR BD ETF
LRCX
0.08%
COM
SPY
0.08%
TR UNIT
ORLY
0.08%
COM
CBRL
0.08%
COM
NUE
0.08%
COM
AFL
0.08%
COM
USB
0.07%
COM NEW
EPD
0.07%
COM
DOL
0.07%
INTL LRGCAP DV
VLO
0.07%
COM
VTI
0.07%
TOTAL STK MKT
EBAY
0.07%
COM
MRK
0.07%
COM
CMCSA
0.07%
CL A
COST
0.07%
COM
TCBI
0.07%
COM
AGG
0.07%
CORE TOTUSBD ETF
NKE
0.07%
CL B
RJF
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
BTI
0.06%
SPONSORED ADR
BLK
0.06%
COM
WEC
0.06%
COM
COO
0.06%
COM NEW
SYY
0.06%
COM
KMX
0.06%
COM
LEA
0.06%
COM NEW
CP
0.06%
COM
BP
0.06%
SPONSORED ADR
CERN
0.06%
COM
CIU
0.05%
INTERM CR BD ETF
ARW
0.05%
COM
BEN
0.05%
COM
CL
0.05%
COM
TSN
0.05%
CL A
WDC
0.05%
COM
MET
0.05%
COM
ETFC
0.05%
COM NEW
CBS
0.05%
CL B
DOW
0.05%
COM
MDT
0.05%
COM
DE
0.05%
COM
GM
0.05%
COM
CELG
0.04%
COM
AMLP
1.33%
ALERIAN MLP
DEO
0.3%
SPON ADR NEW
SUB
0.3%
SHT NTLAMTFR ETF
PX
0.28%
COM
BDX
0.17%
COM
Q
0.09%
COM
UST
0.09%
ULTR 7-10 TREA
HDS
0.06%
COM
CTXS
0.06%
COM
CBM
0.05%
COM
AGN
0.05%
SHS
MAA
0.05%
COM
UWM
0.05%
PSHS ULTRUSS2000