List of top 200 securities held by BEACON FINANCIAL PLANNING INC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-24 17:37:53
Total Holdings: 45
Assets Under Management (AUM) :
$171,264,096 ($171.26M)
Reporting Manager: Kathleen Kane
Address:
540 MAIN STREET
SUITE 14
HYANNIS, MA 02601
Since : total money flow = , gains and losses =
×