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iShares S&P 100 Index shares owned by Beacon Financial

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 5.7k 223.39

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding iShares S&P 100 Index

Bank of America Corporation
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Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Envestnet Portfolio Solutions
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares S&P 100 Index