Institutions / Beto Financial Group, LLC / Activity
Activity — Beto Financial Group, LLC
158 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Emerson Electric Co Common stock | $410 | +3 +0.08% | 3,535 0.25% of portfolio | low |
| Q2 2026 as of | Add | 063671101 Common stock | $712 | +4 +0.26% | 1,518 0.14% of portfolio | low |
| Q2 2026 as of | Add | Garmin Ltd Common stock | $979 | +4 +0.28% | 1,433 0.18% of portfolio | low |
| Q2 2026 as of | Add | N07059210 Common stock | $1.7K | +1 +0.64% | 157 0.14% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-1.9K | -11 -0.79% | 1,380 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-1.9K | -23 -0.44% | 5,163 0.22% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.9K | +3 +0.43% | 706 0.24% of portfolio | low |
| Q2 2026 as of | Add | Applied Materials Inc /De Common stock | $2.1K | +4 +0.13% | 3,182 0.88% of portfolio | low |
| Q2 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $2.4K | +8 +0.98% | 823 0.13% of portfolio | low |
| Q2 2026 as of | Add | The Boeing Company Common stock | $2.5K | +12 +0.37% | 3,273 0.36% of portfolio | low |
| Q2 2026 as of | Add | Aflac Inc Common stock | $3.1K | +25 +0.73% | 3,445 0.22% of portfolio | low |
| Q2 2026 as of | Trim | TJX Cos Inc/The Common stock | $-3.7K | -24 -0.45% | 5,266 0.43% of portfolio | low |
| Q2 2026 as of | Trim | Chubb Ltd Common stock | $-4.2K | -12 -1.82% | 647 0.12% of portfolio | low |
| Q2 2026 as of | Trim | IDACORP Inc Common stock | $-4.4K | -30 -0.57% | 5,190 0.40% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $4.7K | +38 +0.69% | 5,575 0.36% of portfolio | low |
| Q2 2026 as of | Add | Phillips 66 Common stock | $4.8K | +23 +0.79% | 2,923 0.32% of portfolio | low |
| Q2 2026 as of | Trim | Intel Corp Common stock | $-4.9K | -50 -0.73% | 6,790 0.35% of portfolio | low |
| Q2 2026 as of | Add | Norfolk Southern Corp Common stock | $5.0K | +15 +1.54% | 987 0.17% of portfolio | low |
| Q2 2026 as of | Trim | 780087102 Common stock | $-5.0K | -24 -1.68% | 1,404 0.16% of portfolio | low |
| Q2 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-5.4K | -140 -1.02% | 13,552 0.28% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $5.4K | +28 +2.43% | 1,182 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Philip Morris International Inc. Common stock | $-5.8K | -30 -2.00% | 1,467 0.15% of portfolio | low |
| Q2 2026 as of | Add | Old Republic International Corp Common stock | $6.8K | +161 +1.62% | 10,127 0.22% of portfolio | low |
| Q2 2026 as of | Trim | BlackRock, Inc. Common stock | $-7.4K | -7 -2.37% | 288 0.16% of portfolio | low |
| Q2 2026 as of | Add | Starbucks Corp Common stock | $7.9K | +75 +2.85% | 2,704 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-8.2K | -11 -3.24% | 329 0.13% of portfolio | low |
| Q2 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $9.1K | +105 +3.79% | 2,879 0.13% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-9.6K | -38 -1.89% | 1,974 0.26% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $9.7K | +27 +1.64% | 1,670 0.32% of portfolio | low |
| Q2 2026 as of | Trim | ConocoPhillips Common stock | $-10.1K | -87 -3.46% | 2,425 0.15% of portfolio | low |
| Q2 2026 as of | Add | Morgan Stanley Common stock | $11.0K | +52 +4.58% | 1,187 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-11.4K | -60 -1.57% | 3,762 0.37% of portfolio | low |
| Q2 2026 as of | Add | Allstate Corp Common stock | $11.9K | +47 +4.24% | 1,156 0.15% of portfolio | low |
| Q2 2026 as of | Add | Caterpillar Inc Common stock | $12.1K | +14 +2.26% | 634 0.29% of portfolio | low |
| Q2 2026 as of | Trim | 46138J791 Common stock | $-12.2K | -627 -3.81% | 15,809 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Atmos Energy Corp Common stock | $-12.4K | -70 -2.18% | 3,144 0.29% of portfolio | low |
| Q2 2026 as of | Trim | 14020W106 Common stock | $-12.8K | -264 -3.02% | 8,475 0.22% of portfolio | low |
| Q2 2026 as of | Add | Welltower, Inc. Common stock | $13.5K | +55 +1.49% | 3,749 0.48% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $13.8K | +16 +0.29% | 5,573 2.53% of portfolio | low |
| Q2 2026 as of | Add | 46138J783 Common stock | $14.9K | +759 +5.34% | 14,979 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Stryker Corp Common stock | $-15.6K | -49 -6.05% | 761 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-17.2K | -69 -1.76% | 3,848 0.51% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $18.5K | +44 +5.24% | 883 0.20% of portfolio | low |
| Q2 2026 as of | Trim | Xcel Energy Inc Common stock | $-19.4K | -246 -4.09% | 5,770 0.24% of portfolio | low |
| Q2 2026 as of | Trim | Oracle Corp Common stock | $-20.1K | -166 -3.31% | 4,843 0.31% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $20.9K | +60 +4.04% | 1,545 0.28% of portfolio | low |
| Q2 2026 as of | Trim | Motorola Solutions, Inc. Common stock | $-23.4K | -57 -8.42% | 620 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Cummins Inc Common stock | $-23.7K | -37 -6.17% | 563 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 92857W308 Common stock | $-26.2K | -2K -10.95% | 13,818 0.11% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-28.6K | -255 -6.00% | 3,997 0.24% of portfolio | low |