BEACON FINANCIAL GROUP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 196K | $5.39M |
 | VZ | 124K | $5.06M |
 | PFE | 106K | $2.65M |
 | NVDA | 90K | $16.80M |
 | WFC | 82K | $7.60M |
 | UPBD | 76K | $1.33M |
 | XOM | 75K | $9.08M |
 | MO | 73K | $4.20M |
 | O | 58K | $3.26M |
 | KO | 57K | $3.99M |
 | UL | 54K | $3.52M |
 | BAC | 50K | $2.76M |
 | BRK-B | 47K | $23.75M |
 | LAMR | 45K | $5.73M |
 | AAPL | 45K | $12.15M |
 | WMT | 44K | $4.91M |
 | JPM | 39K | $12.48M |
 | DUK | 38K | $4.41M |
 | CSCO | 33K | $2.53M |
 | SCHW | 32K | $3.22M |
Kinder Morgan, Inc.
KMI
Shares Held
196K
Value
$5.39M
Verizon Communications Inc.
VZ
Shares Held
124K
Value
$5.06M
Pfizer Inc.
PFE
Shares Held
106K
Value
$2.65M
NVIDIA Corporation
NVDA
Shares Held
90K
Value
$16.80M
Wells Fargo & Company
WFC
Shares Held
82K
Value
$7.60M
Upbound Group, Inc.
UPBD
Shares Held
76K
Value
$1.33M
Exxon Mobil Corporation
XOM
Shares Held
75K
Value
$9.08M
Altria Group, Inc.
MO
Shares Held
73K
Value
$4.20M
Realty Income Corporation
O
Shares Held
58K
Value
$3.26M
The Coca-Cola Company
KO
Shares Held
57K
Value
$3.99M
Unilever PLC
UL
Shares Held
54K
Value
$3.52M
Bank of America Corporation
BAC
Shares Held
50K
Value
$2.76M
Berkshire Hathaway Inc.
BRK-B
Shares Held
47K
Value
$23.75M
Lamar Advertising Company
LAMR
Shares Held
45K
Value
$5.73M
Apple Inc.
AAPL
Shares Held
45K
Value
$12.15M
Walmart Inc.
WMT
Shares Held
44K
Value
$4.91M
JPMorgan Chase & Co.
JPM
Shares Held
39K
Value
$12.48M
Duke Energy Corporation
DUK
Shares Held
38K
Value
$4.41M
Cisco Systems, Inc.
CSCO
Shares Held
33K
Value
$2.53M
The Charles Schwab Corporation
SCHW
Shares Held
32K
Value
$3.22M