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  Name: BEACON FINANCIAL GROUP
  City: DALLAS
  State: TX
  Zip: 75252
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $819,945,000
  Total Value Change : $115,406,000
  Securities Held Change : 79
   
All Securities Held : 311
  New Positions : 90
  Closed Positions : 15
  Increased Positions : 118
  Unchanged Positions : 5
  Decreased Positions : 98

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 320 Closed $21.19 $0 0 0% -7,094,000 -334,466 0    N/A
   (EMMF)1 Year Chart         EMMF Wisdomtree Emerging Markets... 312 Closed $0.00 $0 0 0% -2,618,000 -67,661 0    N/A
   (EUSB)1 Year Chart         EUSB Ishares Esg Advanced Total ... 319 Closed $0.00 $0 0 0% -252,000 -5,994 0    N/A
   (BWX)1 Year Chart         BWX Spdr Brcly Cap Int Trs Bon 325 Closed $21.49 $0 0 0% -275,000 -9,668 0    Closed - End Fund - E...
   (DVYE)1 Year Chart         DVYE Ishares Emerging Markets Di... 311 Closed $26.97 $0 0 0% -241,000 -5,844 0    N/A
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 318 Closed $91.49 $0 0 0% -1,312,000 -13,187 0    Closed - End Fund - E...
   (IBML)1 Year Chart         IBML Ishares Ibonds Dec 2023 Ter... 324 Closed $0.00 $0 0 0% -337,000 -13,200 0    N/A
   (MMP)1 Year Chart         MMP Magellan Midstream Partners LP 316 Closed $69.00 $0 0 0% -1,512,000 -22,767 0    Oil & Gas Equipment &...
   (BN)1 Year Chart         BN BROOKFIELD Corp 323 Closed $40.96 $0 0 0% -863,000 -25,301 0    N/A
   (TCEH.Y)1 Year Chart         TCEH.Y Tencent Holdings Ltd 315 Closed $44.39 $0 0 0% -266,000 -2,106 0    N/A
   (COR)1 Year Chart         COR Coresite Realty Corp 322 Closed $169.41 $0 0 0% -2,212,000 -12,569 0    Real Estate Development
   (TJX)1 Year Chart         TJX TJX Companies Inc 314 Closed $96.36 $0 0 0% -1,050,000 -6,510 0    Discount, Variety Stores
   (DWDP)1 Year Chart         DWDP Dowdupont Inc. 321 Closed $30.52 $0 0 0% -1,888,000 -24,558 0    N/A
   (IHDG)1 Year Chart         IHDG Widsom Tree International H... 313 Closed $44.91 $0 0 0% -1,581,000 -31,517 0    N/A
      14 Records Found
  1    
Page 1 of 1
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