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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BEACON FINANCIAL GROUP

Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001667731-25-000408

Total Value
$915.8M
Positions
334
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE TRWT639,697$51.1M5.58%
2ISHARES TR46428720055,490$31.2M3.40%
3VANGUARD WHITEHALL FDS921946406233,815$30.2M3.29%
4SPDR SER TR78468R663277,467$25.5M2.78%
5BERKSHIRE HATHAWAY INC DELBRK-A47,429$25.3M2.76%
6FIRST TR MORNINGSTAR DIVID L336917109515,183$22.4M2.44%
7BLACKROCK ETF TRUSTBLK822,236$21.3M2.32%
8ISHARES TR46434V860404,297$20.5M2.24%
9VANGUARD INDEX FDS92290873652,818$19.6M2.14%
10FIRST TR VALUE LINE DIVID IN33734H106421,511$18.8M2.05%
11ISHARES TR464287150134,190$16.4M1.79%
12FIRST TR EXCHANGE TRADED FD33738R506274,793$16.1M1.76%
13BLACKROCK ETF TRUSTBLK286,580$14.0M1.53%
14FIDELITY COVINGTON TRUST316092790172,317$11.1M1.21%
15EXXON MOBIL CORPXOM92,222$11.0M1.20%
16ISHARES TR46432F33963,505$10.9M1.19%
17VANGUARD INDEX FDS92290874461,883$10.7M1.17%
18JPMORGAN CHASE & CO.VYLD41,569$10.2M1.11%
19APPLE INCAAPL44,357$9.9M1.08%
20NVIDIA CORPORATIONNVDA86,730$9.4M1.03%
21SPDR SER TR78464A805136,312$9.3M1.01%
22ISHARES TR464287457111,665$9.2M1.01%
23VANGUARD INDEX FDS92290876932,421$8.9M0.97%
24FIRST TR EXCHNG TRADED FD VI33740U786226,379$8.3M0.91%
25VANGUARD SPECIALIZED FUNDS92190884442,015$8.2M0.89%
26REPUBLIC SVCS INC76075910031,306$7.6M0.83%
27MICROSOFT CORPMSFT19,697$7.4M0.81%
28WELLS FARGO CO NEW94974610195,440$6.9M0.75%
29EATON CORP PLCETN25,036$6.8M0.74%
30KINDER MORGAN INC DELEP-PC238,246$6.8M0.74%
31ISHARES U S ETF TR46431W70572,657$6.7M0.73%
32CAPITAL GROUP GROWTH ETF14020G101192,789$6.6M0.72%
33VERIZON COMMUNICATIONS INCVZ142,822$6.5M0.71%
34ISHARES TR46428772145,775$6.4M0.70%
35LAMAR ADVERTISING CO NEWLAMR53,065$6.0M0.66%
36FIRST TR EXCHNG TRADED FD VI33740F888242,616$6.0M0.66%
37WASTE MGMT INC DEL94106L10925,455$5.9M0.64%
38AMAZON COM INCAMZN30,765$5.9M0.64%
39TEXAS INSTRS INC88250810432,404$5.8M0.64%
40ISHARES TR46428858862,063$5.8M0.64%
41WISDOMTREE TRWT115,316$5.8M0.63%
42ISHARES TR464288646109,981$5.8M0.63%
43BLACKROCK INCBLK6,037$5.7M0.62%
44ISHARES TR46428865353,678$5.6M0.61%
45WISDOMTREE TRWT111,660$5.5M0.60%
46VANGUARD INTL EQUITY INDEX F922042858121,526$5.5M0.60%
47DUKE ENERGY CORP NEWDUKB43,934$5.4M0.59%
48FIRST TR EXCHNG TRADED FD VI33740U406135,449$5.3M0.58%
49ALTRIA GROUP INCMO86,603$5.2M0.57%
50FIRST TR EXCHANGE-TRADED FD33738D101135,688$5.1M0.56%
51AIR PRODS & CHEMS INCAIIR16,730$4.9M0.54%
52COCA COLA COKO67,609$4.8M0.53%
53QUALCOMM INCQCOM31,351$4.8M0.53%
54ISHARES INC46434G76485,303$4.7M0.51%
55VISA INCV12,213$4.3M0.47%
56FIRST TR EXCHNG TRADED FD VI33740F771100,197$4.2M0.46%
57WISDOMTREE TRWT95,601$4.2M0.45%
58ISHARES TR46435G52457,053$4.1M0.45%
59REALTY INCOME CORPO70,102$4.1M0.44%
60UNILEVER PLCUNLYF66,347$4.0M0.43%
61PHILLIPS 66PSX31,459$3.9M0.42%
62WALMART INCWMT43,668$3.8M0.42%
63ISHARES TR46432F39618,899$3.8M0.42%
64MCKESSON CORPMCK5,581$3.8M0.41%
65ISHARES GOLD TRIAU63,308$3.7M0.41%
66PFIZER INCPFE146,523$3.7M0.41%
67ISHARES TR46429B65572,496$3.7M0.40%
68META PLATFORMS INCMETA6,275$3.6M0.39%
69ORACLE CORPORCL-PD25,864$3.6M0.39%
70LOCKHEED MARTIN CORPLMT7,907$3.5M0.39%
71BLACKROCK ETF TRUST IIBLK66,716$3.5M0.38%
72STARBUCKS CORPSBUX35,625$3.5M0.38%
73VANGUARD WORLD FD92191087317,207$3.5M0.38%
74AMGEN INCAMGN10,880$3.4M0.37%
75SPDR SER TR78464A85450,678$3.3M0.36%
76JOHNSON & JOHNSONJNJ20,072$3.3M0.36%
77EA SERIES TRUST02072L56528,694$3.2M0.35%
78FIRST TR EXCHNG TRADED FD VI33740F63182,520$3.1M0.34%
79UNITED PARCEL SERVICE INCUPS27,463$3.0M0.33%
80INVESCO EXCH TRD SLF IDX FDIVZ139,208$2.9M0.31%
81SELECT SECTOR SPDR TR81369Y50630,625$2.9M0.31%
82AON PLCAON7,168$2.9M0.31%
83GENUINE PARTS COGPC23,977$2.9M0.31%
84PRICE T ROWE GROUP INCTROW31,031$2.9M0.31%
85ISHARES TR4642876229,282$2.8M0.31%
86ALPHABET INCGOOG18,394$2.8M0.31%
87ISHARES TR46436E71827,381$2.8M0.30%
88AMERICAN CENTY ETF TR02507287731,453$2.7M0.30%
89VANGUARD TAX-MANAGED FDS92194385853,909$2.7M0.30%
90WISDOMTREE TRWT45,993$2.7M0.30%
91WISDOMTREE TRWT80,612$2.6M0.28%
92SCHWAB CHARLES CORPSCHW-PJ32,295$2.5M0.28%
93CHEVRON CORP NEWCVX14,929$2.5M0.27%
94FIRST TR EXCH TRADED FD III33739P855130,516$2.4M0.27%
95INNOVATOR ETFS TRUSTINHD75,776$2.4M0.26%
96INNOVATOR ETFS TRUSTINHD74,843$2.3M0.26%
97CISCO SYS INCCSCO37,508$2.3M0.25%
98NOVARTIS AGNVSEF20,648$2.3M0.25%
99PHILIP MORRIS INTL INC71817210914,363$2.3M0.25%
100BANK AMERICA CORP06050510453,238$2.2M0.24%
101ABBVIE INCABBV10,237$2.1M0.23%
102INVESCO EXCH TRD SLF IDX FDIVZ109,832$2.1M0.23%
103SELECT SECTOR SPDR TR81369Y60542,875$2.1M0.23%
104ISHARES TR46428828123,216$2.1M0.23%
105ISHARES TR4642871017,634$2.1M0.23%
106GOLDMAN SACHS ETF TRNVGLF19,897$2.0M0.22%
107COMCAST CORP NEWCCZ53,296$2.0M0.21%
108GENERAL DYNAMICS CORPGD7,186$2.0M0.21%
109MASTERCARD INCORPORATEDMA3,537$1.9M0.21%
110ALPHABET INCGOOG12,403$1.9M0.21%
111HOME DEPOT INCHD5,162$1.9M0.21%
112ISHARES TR46435G42515,378$1.9M0.20%
113AMERICAN EXPRESS COAXP6,767$1.8M0.20%
114ISHARES TR46429B29138,014$1.8M0.20%
115TRAVELERS COMPANIES INCTRV6,784$1.8M0.20%
116AMERICAN CENTY ETF TR02507288519,110$1.8M0.19%
117PEPSICO INCPEP11,695$1.8M0.19%
118ONEOK INC NEWOKE17,613$1.7M0.19%
119ENBRIDGE INCENNPF39,145$1.7M0.19%
120ISHARES TR4642876895,313$1.7M0.18%
121LOEWS CORPL18,341$1.7M0.18%
122WISDOMTREE TRWT40,028$1.7M0.18%
123FIRST TR EXCHNG TRADED FD VI33740F80537,886$1.7M0.18%
124FIRST TR EXCH TRADED FD III33739E10893,134$1.6M0.18%
125BROADCOM INCAVGO9,745$1.6M0.18%
126ISHARES TR4642876144,467$1.6M0.18%
127PROCTER AND GAMBLE CO7427181099,399$1.6M0.17%
128ANALOG DEVICES INCADI7,802$1.6M0.17%
129SCHWAB STRATEGIC TR80852475542,381$1.5M0.17%
130FIRST TR EXCHANGE-TRADED FD33733E10416,650$1.5M0.16%
131ISHARES TR4642875987,915$1.5M0.16%
132BANK NEW YORK MELLON CORP06405810017,693$1.5M0.16%
133FIRST TR EXCHNG TRADED FD VI33740F86231,179$1.4M0.15%
134CORTEVA INCCTVA22,455$1.4M0.15%
135UNITEDHEALTH GROUP INCUNH2,591$1.4M0.15%
136LOWES COS INC5486611075,793$1.4M0.15%
137BOOKING HOLDINGS INCBKNG285$1.3M0.14%
138FIRST TR EXCHANGE-TRADED FD33738D87955,009$1.3M0.14%
139VANGUARD INDEX FDS9229086295,040$1.3M0.14%
140ISHARES TR46428746515,856$1.3M0.14%
141RTX CORPORATIONRTX9,732$1.3M0.14%
142MEDTRONIC PLCMDT14,249$1.3M0.14%
143BLACKROCK ETF TRUSTBLK44,091$1.3M0.14%
144AGNICO EAGLE MINES LTDAEM11,483$1.2M0.14%
145ISHARES TR46435G40941,062$1.2M0.14%
146FIRST TR EXCHNG TRADED FD VI33740U30727,360$1.2M0.13%
147ISHARES TR46435UAA950,071$1.2M0.13%
148CONOCOPHILLIPSCOP11,187$1.2M0.13%
149ISHARES TR46435GAA048,445$1.2M0.13%
150VANGUARD INDEX FDS9229087515,233$1.2M0.13%
151TAIWAN SEMICONDUCTOR MFG LTD8740391006,923$1.1M0.13%
152ABBOTT LABSABLZF8,508$1.1M0.12%
153FRANCO NEV CORPFNV7,097$1.1M0.12%
154ISHARES TR46434V40725,647$1.1M0.12%
155FISERV INCFISV4,867$1.1M0.12%
156ISHARES TR46435U51541,929$1.1M0.12%
157ISHARES TR46436E72648,395$1.1M0.11%
158WISDOMTREE TRWT13,075$1.0M0.11%
159PROGRESSIVE CORP7433151033,659$1.0M0.11%
160ISHARES TR46436E20544,509$1.0M0.11%
161INVESCO EXCH TRD SLF IDX FDIVZ52,113$1.0M0.11%
162ISHARES TR4642874085,307$1.0M0.11%
163FIRST TR EXCHNG TRADED FD VI33740F67226,036$998,4810.11%
164FIRST TR EXCHANGE-TRADED FD33738D80452,292$990,4100.11%
165INVESCO EXCHANGE TRADED FD TIVZ25,757$985,2050.11%
166ISHARES TR46428730910,590$983,0700.11%
167DUPONT DE NEMOURS INCDD12,991$970,1680.11%
168FIRST TR EXCHANGE-TRADED FD33738D40822,919$940,5990.10%
169EOG RES INCEOG7,204$923,8330.10%
170ARISTA NETWORKS INCANET11,804$914,5740.10%
171DARLING INGREDIENTS INCDAR29,269$914,3640.10%
172ISHARES TR46428786114,943$869,6830.09%
173ISHARES TR46436E48641,582$862,8290.09%
174ISHARES TR4642875499,288$842,1430.09%
175SANOFISNYNF14,398$798,5290.09%
176HONEYWELL INTL INC4385161063,759$796,0710.09%
177NETFLIX INCNFLX847$790,0770.09%
178ISHARES U S ETF TR46431W50715,392$782,9740.09%
179COSTCO WHSL CORP NEW22160K105818$773,5620.08%
180SCHWAB STRATEGIC TR80852483932,948$763,0760.08%
181ISHARES BITCOIN TRUST ETFIBIT16,206$758,6030.08%
182SOUTHERN COSOMN8,159$750,2200.08%
183SPDR SER TR78468R20024,148$744,2350.08%
184AUTOMATIC DATA PROCESSING INADP2,432$743,0570.08%
185ISHARES TR4642888857,331$733,1370.08%
186INTERNATIONAL BUSINESS MACHSINTR2,938$730,6440.08%
187SPDR S&P 500 ETF TRSPY1,295$724,4320.08%
188ISHARES TR4642872267,227$714,8950.08%
189MORGAN STANLEYMS-PQ5,962$695,6220.08%
190OREILLY AUTOMOTIVE INC67103H107484$692,7960.08%
191ISHARES TR46428887711,683$688,5960.08%
192HERSHEY COHSY3,749$641,2690.07%
193ISHARES TR46436E31225,354$633,5980.07%
194WISDOMTREE TRWT10,854$631,2050.07%
195BOYD GAMING CORPBYD9,312$613,0080.07%
196SPDR SER TR78464A50811,793$602,2690.07%
197MERCK & CO INCMRK6,652$597,1130.07%
198SPDR SER TR78468R40823,265$585,3470.06%
199SPDR INDEX SHS FDS78463X50914,854$584,8020.06%
200DEERE & CODE1,243$583,4020.06%
201THE CIGNA GROUP1255231001,743$573,5590.06%
202INVESCO QQQ TRIVZ1,219$571,3780.06%
203TESLA INCTSLA2,173$563,2460.06%
204ROBLOX CORPRBLX9,617$560,5750.06%
205ISHARES TR46435U2185,806$556,2730.06%
206FIRST TR EXCHNG TRADED FD VI33740F59913,152$555,0140.06%
207T ROWE PRICE ETF INC87283Q50315,684$551,4530.06%
208IQVIA HLDGS INCIQV3,124$550,7170.06%
209CENCORA INCCOR1,970$547,9370.06%
210FIRST TR EXCHNG TRADED FD VI33740F85413,986$542,6200.06%
211APPLOVIN CORPAPP2,042$541,0690.06%
212FIRST TR EXCHNG TRADED FD VI33740F83912,878$539,7990.06%
213GE HEALTHCARE TECHNOLOGIES IGEHC6,614$533,8160.06%
214ELEVANCE HEALTH INCELV1,212$527,3210.06%
215INTUITIVE SURGICAL INCISRG1,061$525,4520.06%
216AMERIPRISE FINL INC03076C1061,082$523,8430.06%
217ISHARES TR4642884144,949$521,8230.06%
218GLOBAL X FDS37954Y37621,620$511,5340.06%
219INNOVATOR ETFS TRUSTINHD18,914$510,8670.06%
220ISHARES TR46435G19322,144$510,6410.06%
221KROGER COKR7,441$503,6990.06%
222ISHARES INC46434G88910,696$500,3590.05%
223BLACKROCK ETF TRUSTBLK8,241$499,4460.05%
224CUMMINS INCCMI1,561$489,2800.05%
225ISHARES TR46434V61310,596$488,2640.05%
226SYSCO CORPSYY6,401$480,3170.05%
227FIRST TR EXCHNG TRADED FD VI33740F69811,598$474,3660.05%
228FIRST TR EXCHNG TRADED FD VI33740F68011,689$463,7700.05%
229DISNEY WALT CO2546871064,650$458,9520.05%
230ISHARES TR4642894205,376$441,8000.05%
231SPROTT PHYSICAL GOLD TRSII18,316$440,6830.05%
232INTERNATIONAL FLAVORS&FRAGRA4595061015,678$440,6700.05%
233UGI CORP NEW90268110513,324$440,6140.05%
234CVS HEALTH CORPCVS6,278$425,3060.05%
235ISHARES TR46429B3339,672$424,6010.05%
236AT&T INCT-PC14,976$423,5160.05%
237CATERPILLAR INCCAT1,284$423,4630.05%
238SPROTT PHYSICAL SILVER TRSII36,201$419,9320.05%
239SALESFORCE INCCRM1,526$409,6400.04%
240INVESCO EXCHANGE TRADED FD TIVZ8,751$402,7210.04%
241ISHARES TR4642872349,076$396,6210.04%
242ISHARES TR46435U85310,756$395,9280.04%
243PROSHARES TR74347G41618,250$391,6450.04%
244ISHARES TR46428868712,713$390,6780.04%
245VANGUARD INDEX FDS9229085381,572$384,5740.04%
246DIAMONDBACK ENERGY INCFANG2,387$381,5580.04%
247VANGUARD INDEX FDS9229085122,369$380,3410.04%
248CROWN HLDGS INCCCK4,236$378,1050.04%
249FIRST TR EXCHNG TRADED FD VI33740F61510,000$376,7890.04%
250GLOBAL X FDS37954Y65719,635$373,8530.04%
251BERKLEY W R CORPWRB-PH5,250$373,5920.04%
252ISHARES TR46429B6973,985$373,2350.04%
253CULLEN FROST BANKERS INCCFR-PB2,973$372,2780.04%
254ISHARES TR46434V6215,997$370,4810.04%
255SCHWAB STRATEGIC TR80852430014,774$369,9410.04%
256ELI LILLY & COLLY446$368,0770.04%
257LAM RESEARCH CORPLRCX4,966$360,9920.04%
258WISDOMTREE TRWT9,689$356,4580.04%
259SABINE RTY TR7856881025,255$354,4840.04%
260CME GROUP INCCME1,319$349,9680.04%
261SELECT SECTOR SPDR TR81369Y8031,688$348,4390.04%
262UNUM GROUPUNMA4,277$348,3980.04%
263COMERICA INC2003401075,774$341,0240.04%
264ENTERPRISE PRODS PARTNERS L2937921079,982$340,7910.04%
265FIRST TR EXCHNG TRADED FD VI33740F8477,260$338,8290.04%
266FIRST TR EXCHNG TRADED FD VI33740F6237,496$332,4480.04%
267JONES LANG LASALLE INCJLL1,335$330,9600.04%
268ISHARES TR4642885703,211$328,8390.04%
269KLA CORPKLAC469$318,8260.03%
270ISHARES TR46435U7137,046$317,5630.03%
271INVESCO EXCH TRD SLF IDX FDIVZ15,500$315,4250.03%
272PRUDENTIAL FINL INCPUKPF2,824$315,3840.03%
273WPP PLC NEWWPPGF8,213$311,7710.03%
274OCCIDENTAL PETE CORP6745991056,300$310,9710.03%
275ADVANCED MICRO DEVICES INCAMD2,999$308,1170.03%
276DELL TECHNOLOGIES INCDELL3,372$307,3880.03%
277PALO ALTO NETWORKS INCPANW1,782$304,0800.03%
278CAPITAL GROUP CORE EQUITY ET14020V1088,976$299,8030.03%
279ISHARES TR46434V4567,518$298,3890.03%
280ISHARES TR46436E7676,330$295,4210.03%
281PNC FINL SVCS GROUP INC6934751051,658$291,4270.03%
282SPDR SER TR78464A6072,902$287,6460.03%
283AUTODESK INCADSK1,097$287,2120.03%
284ISHARES TR4642872422,612$283,8980.03%
285PALANTIR TECHNOLOGIES INCPLTR3,360$283,5840.03%
286VANGUARD SCOTTSDALE FDS92206C4093,549$280,1280.03%
287ADOBE INCADBE728$279,1750.03%
288ISHARES INC46434G1035,157$278,3230.03%
289MCDONALDS CORPMCD891$278,3120.03%
290FIRST TR EXCHANGE-TRADED FD33738D3096,067$276,9490.03%
291AFLAC INCAFL2,475$275,1450.03%
292ASML HOLDING N VASMLF413$273,6660.03%
293NORTHERN TR CORPNTRSO2,771$273,4070.03%
294CAPITAL GROUP DIVIDEND VALUE14020W1067,558$269,3670.03%
295BRISTOL-MYERS SQUIBB COCELG-RI4,395$268,0250.03%
296GOLDMAN SACHS GROUP INCGSCE483$263,8580.03%
297HEALTHPEAK PROPERTIES INCDOC13,015$263,1590.03%
298ISHARES TR4642885133,328$262,5120.03%
299DIAGEO PLCDGEAF2,471$258,9360.03%
300MARKEL GROUP INCMKL136$254,2670.03%
301INTEL CORPINTC11,184$253,9790.03%
302ISHARES TR4642875152,813$250,3290.03%
303ISHARES TR4642874322,698$245,5990.03%
304MONDELEZ INTL INC6092071053,612$245,0530.03%
305APPLIED MATLS INC0382221051,661$241,0440.03%
306VANGUARD INDEX FDS9229085532,614$236,6720.03%
307BEST BUY INCBBY3,196$235,2650.03%
308ISHARES TR46435U8614,821$233,9150.03%
309ISHARES TR46429B6631,903$230,4990.03%
310PRINCIPAL FINANCIAL GROUP INPFG2,725$229,8690.03%
311SHERWIN WILLIAMS COSHW651$227,3230.02%
312CASS INFORMATION SYS INCCASS5,256$227,3160.02%
313BOEING COBA-PA1,310$223,4210.02%
314TARGET CORPTGT2,139$223,2260.02%
315DANAHER CORPORATION2358511021,086$222,6300.02%
316M & T BK CORP55261F1041,240$221,6500.02%
3173M COMMM1,498$219,9240.02%
318GE AEROSPACE3696043011,096$219,2810.02%
319SNOWFLAKE INCSNOW1,496$218,6920.02%
320SCHWAB STRATEGIC TR8085242019,875$218,0400.02%
321SAP SESAPGF808$216,9000.02%
322SPDR SER TR78468R6222,270$216,3430.02%
323ISHARES TR4642884062,831$210,0480.02%
324SCHLUMBERGER LTDSLB5,021$209,8630.02%
325FIRST TR EXCHANGE-TRADED FD33739Q2004,226$207,7500.02%
326CARDINAL HEALTH INCCAH1,467$202,0980.02%
327ROPER TECHNOLOGIES INCROP342$201,6360.02%
328US BANCORP DELUSB-PS4,774$201,5580.02%
329WISDOMTREE TRWT6,175$201,1290.02%
330NOVO-NORDISK A SNONOF2,884$200,2650.02%
331WALGREENS BOOTS ALLIANCE INC93142710810,795$120,5800.01%
332NUVEEN PFD & INCOME OPPORTUNNU14,983$119,2690.01%
333CANAAN INCCAN103,339$90,7110.01%
334WIPRO LTDWIT10,600$32,4360.00%