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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 (2016Q2)
Original 13F HR (0001591379-16-000007) filed in 2016.07.12
#
Name
Shares
Value ($)
%
Options
Notes
151 UNITED PARCEL SERVICE INC 79,475 8,451 1.85%
152 US BANCORP DEL 5,572 221 0.05%
153 USG Corp 9,466 250 0.05%
154 VANGUARD BD INDEX FDS 102,837 8,307 1.81%
155 VANGUARD INDEX FDS 3,901 433 0.09%
156 VANGUARD INDEX FDS 6,564 699 0.15%
157 VANGUARD SPECIALIZED FUNDS 180,769 14,789 3.23%
158 VANGUARD WHITEHALL FDS 170,503 11,983 2.62%
159 VENTAS INC 119,480 8,609 1.88%
160 VERIZON COMMUNICATIONS INC 169,827 9,351 2.04%
161 VISA INC 19,454 1,493 0.33%
162 WAL-MART STORES INC 16,777 1,216 0.27%
163 WEC ENERGY GROUP INC 8,830 567 0.12%
164 WELLS FARGO & CO NEW 222,988 10,474 2.29%
165 WELLTOWER INC 69,460 5,246 1.15%
166 WESTERN ALLIANCE BANCORP 10,052 325 0.07%
167 WISDOMTREE TR 62,354 5,498 1.20%
168 WISDOMTREE TR 101,836 3,577 0.78%
169 WISDOMTREE TR 315,265 12,822 2.80%
170 WISDOMTREE TR 74,630 5,237 1.14%
171 WR BERKLEY CORP 59,082 3,407 0.74%
172 ZIMMER BIOMET HLDGS INC 5,816 693 0.15%
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