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Institutional Investment Manager
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP (CIK: 0001591379) incorporated in Texas, located at 17300 Preston Road, Dallas, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001591379-16-000006) filed in 2016.04.01
#
Name
Shares
Value ($)
%
Options
Notes
151 US BANCORP DEL 5,572 228 0.05%
152 VANGUARD BD INDEX FDS 96,175 7,682 1.66%
153 VANGUARD INDEX FDS 6,564 699 0.15%
154 VANGUARD INDEX FDS 3,901 433 0.09%
155 VANGUARD SPECIALIZED FUNDS 180,728 14,738 3.18%
156 VANGUARD WHITEHALL FDS 170,016 11,765 2.54%
157 VENTAS INC 113,222 7,128 1.54%
158 VERIZON COMMUNICATIONS INC 170,343 9,205 1.99%
159 VISA INC 20,460 1,570 0.34%
160 WAL-MART STORES INC 8,898 530 0.11%
161 WELLS FARGO & CO NEW 222,548 10,826 2.34%
162 WELLTOWER INC 69,521 4,788 1.03%
163 WISDOMTREE TR 74,405 5,104 1.10%
164 WISDOMTREE TR 101,346 3,545 0.77%
165 WISDOMTREE TR 413,647 17,488 3.78%
166 WISDOMTREE TR 62,082 5,333 1.15%
167 WR BERKLEY CORP 61,281 3,440 0.74%
168 Walgreens 16,772 1,153 0.25%
169 ZIMMER BIOMET HLDGS INC 5,853 624 0.13%
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