Beacon Investment Advisory Services

Latest statistics and disclosures from Beacon Investment Advisory Services's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Beacon Investment Advisory Services

Beacon Investment Advisory Services holds 264 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 5.4 $118M 497k 237.22
 View chart
Dex (DXCM) 4.3 $94M -2% 758k 124.09
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $73M 670k 108.25
 View chart
Mastercard Incorporated Cl A (MA) 2.9 $65M 152k 426.51
 View chart
Apple (AAPL) 2.9 $64M -2% 333k 192.53
 View chart
Microsoft Corporation (MSFT) 2.9 $63M 167k 376.04
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $57M -26% 740k 77.37
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $55M -22% 672k 82.04
 View chart
IDEXX Laboratories (IDXX) 2.4 $52M -3% 94k 555.05
 View chart
JPMorgan Chase & Co. (JPM) 2.1 $46M 270k 170.10
 View chart
Analog Devices (ADI) 1.9 $43M -3% 214k 198.56
 View chart
Ishares Gold Tr Ishares New (IAU) 1.9 $41M 1.1M 39.03
 View chart
Danaher Corporation (DHR) 1.8 $40M -2% 173k 231.34
 View chart
Mettler-Toledo International (MTD) 1.8 $39M -3% 32k 1212.94
 View chart
Advanced Micro Devices (AMD) 1.7 $39M 261k 147.41
 View chart
Insulet Corporation (PODD) 1.7 $39M -2% 177k 216.98
 View chart
Booking Holdings (BKNG) 1.6 $36M 10k 3547.22
 View chart
Novo-nordisk A S Adr (NVO) 1.6 $35M -2% 333k 103.45
 View chart
Home Depot (HD) 1.6 $34M 99k 346.55
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.5 $32M -2% 232k 139.69
 View chart
Illinois Tool Works (ITW) 1.4 $32M 121k 261.94
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $32M +2% 78k 406.89
 View chart
Ross Stores (ROST) 1.4 $30M 218k 138.39
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.3 $29M 60k 477.63
 View chart
Union Pacific Corporation (UNP) 1.3 $28M 115k 245.62
 View chart
Adobe Systems Incorporated (ADBE) 1.2 $27M 45k 596.60
 View chart
Intuit (INTU) 1.2 $26M 42k 625.04
 View chart
Johnson & Johnson (JNJ) 1.1 $25M -6% 160k 156.74
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $25M +4% 521k 47.90
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.1 $23M -23% 464k 50.23
 View chart
Regeneron Pharmaceuticals (REGN) 1.0 $23M +40% 26k 878.29
 View chart
Sherwin-Williams Company (SHW) 1.0 $23M 72k 311.90
 View chart
Honeywell International (HON) 1.0 $22M -3% 106k 209.71
 View chart
Morgan Stanley Com New (MS) 1.0 $21M -3% 226k 93.25
 View chart
Thermo Fisher Scientific (TMO) 1.0 $21M -22% 40k 530.79
 View chart
TJX Companies (TJX) 0.9 $21M 219k 93.81
 View chart
Stryker Corporation (SYK) 0.9 $20M 65k 299.46
 View chart
NVIDIA Corporation (NVDA) 0.9 $20M -2% 39k 495.22
 View chart
Texas Instruments Incorporated (TXN) 0.9 $19M 110k 170.46
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $19M +43% 39k 475.31
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.8 $19M 38k 489.99
 View chart
UnitedHealth (UNH) 0.8 $17M -7% 32k 526.47
 View chart
Intuitive Surgical Com New (ISRG) 0.8 $17M -2% 50k 337.36
 View chart
NVR (NVR) 0.7 $16M 2.3k 7000.45
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $16M +3320% 159k 99.25
 View chart
Broadcom (AVGO) 0.7 $16M -31% 14k 1116.28
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $16M -16% 156k 99.79
 View chart
Eaton Corp SHS (ETN) 0.7 $15M 62k 240.82
 View chart
The Trade Desk Com Cl A (TTD) 0.7 $14M 200k 71.96
 View chart
Applied Materials (AMAT) 0.6 $14M 87k 162.07
 View chart
Merck & Co (MRK) 0.6 $14M -2% 124k 109.02
 View chart
Brown Forman Corp CL B (BF.B) 0.6 $13M -5% 235k 57.10
 View chart
Zoetis Cl A (ZTS) 0.6 $13M 68k 197.37
 View chart
Northrop Grumman Corporation (NOC) 0.6 $13M +3% 28k 468.13
 View chart
Amazon (AMZN) 0.5 $12M -16% 79k 151.94
 View chart
Qualcomm (QCOM) 0.5 $12M 81k 144.63
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $12M +8% 68k 170.40
 View chart
Eli Lilly & Co. (LLY) 0.5 $11M 19k 582.92
 View chart
Starbucks Corporation (SBUX) 0.5 $11M -4% 112k 96.01
 View chart
Abbvie (ABBV) 0.4 $9.5M +24% 62k 154.97
 View chart
salesforce (CRM) 0.4 $8.8M -6% 34k 263.14
 View chart
Walt Disney Company (DIS) 0.4 $8.8M -11% 97k 90.29
 View chart
Raytheon Technologies Corp (RTX) 0.4 $8.6M -4% 103k 84.14
 View chart
Amgen (AMGN) 0.4 $8.5M 30k 288.02
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.4 $8.4M -5% 59k 140.93
 View chart
ConocoPhillips (COP) 0.4 $8.3M +5% 71k 116.07
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $8.2M 200k 41.10
 View chart
Us Bancorp Del Com New (USB) 0.4 $8.2M -3% 189k 43.28
 View chart
Cognex Corporation (CGNX) 0.4 $7.9M -3% 190k 41.74
 View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.3 $7.6M +5% 152k 49.88
 View chart
Biogen Idec (BIIB) 0.3 $7.1M -3% 28k 258.77
 View chart
Caterpillar (CAT) 0.3 $7.0M 24k 295.67
 View chart
Chevron Corporation (CVX) 0.3 $7.0M +5% 47k 149.16
 View chart
Nextera Energy (NEE) 0.3 $6.9M +180% 114k 60.74
 View chart
Darden Restaurants (DRI) 0.3 $6.8M 41k 164.30
 View chart
T. Rowe Price (TROW) 0.3 $6.6M -8% 61k 107.69
 View chart
Intel Corporation (INTC) 0.3 $6.3M 125k 50.25
 View chart
Pepsi (PEP) 0.3 $6.3M +94% 37k 169.84
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $6.2M NEW 84k 73.55
 View chart
Jefferies Finl Group (JEF) 0.3 $6.1M 150k 40.41
 View chart
Cisco Systems (CSCO) 0.3 $6.1M 120k 50.52
 View chart
Gilead Sciences (GILD) 0.3 $6.0M 74k 81.01
 View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $6.0M +101% 118k 50.74
 View chart
Allegion Ord Shs (ALLE) 0.3 $5.9M 47k 126.69
 View chart
Edwards Lifesciences (EW) 0.3 $5.6M -4% 73k 76.25
 View chart
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $5.2M -4% 149k 34.77
 View chart
Enbridge (ENB) 0.2 $4.7M -4% 129k 36.02
 View chart
EXACT Sciences Corporation (EXAS) 0.2 $4.6M -2% 63k 73.98
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $4.4M 85k 51.99
 View chart
Duke Energy Corp Com New (DUK) 0.2 $4.3M 45k 97.04
 View chart
American Intl Group Com New (AIG) 0.2 $4.2M +34% 62k 67.75
 View chart
Veralto Corp Com Shs (VLTO) 0.2 $4.0M NEW 49k 82.26
 View chart
Neogen Corporation (NEOG) 0.2 $3.9M 193k 20.11
 View chart
Bunge Global Sa Com Shs (BG) 0.2 $3.8M NEW 38k 100.95
 View chart
Provident Financial Services (PFS) 0.2 $3.6M 201k 18.03
 View chart
Southern Copper Corporation (SCCO) 0.2 $3.5M 41k 86.07
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.2 $3.5M -11% 70k 50.36
 View chart
Target Corporation (TGT) 0.2 $3.4M -6% 24k 142.42
 View chart
Exxon Mobil Corporation (XOM) 0.2 $3.3M 34k 99.98
 View chart
Citizens Financial (CFG) 0.2 $3.3M 100k 33.14
 View chart
Williams-Sonoma (WSM) 0.1 $3.3M 16k 201.78
 View chart
Lowe's Companies (LOW) 0.1 $3.3M -12% 15k 222.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.3M +2% 9.1k 356.66
 View chart
Valero Energy Corporation (VLO) 0.1 $3.1M -4% 24k 130.00
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.1M 16k 200.71
 View chart
Bio-techne Corporation (TECH) 0.1 $3.1M -17% 40k 77.16
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $3.0M -6% 12k 255.32
 View chart
Kenvue (KVUE) 0.1 $2.9M -9% 135k 21.53
 View chart
General Motors Company (GM) 0.1 $2.7M -6% 74k 35.92
 View chart
West Pharmaceutical Services (WST) 0.1 $2.6M -8% 7.4k 352.12
 View chart
Costco Wholesale Corporation (COST) 0.1 $2.5M -44% 3.7k 660.28
 View chart
Servicenow (NOW) 0.1 $2.5M -11% 3.5k 706.49
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.1 $2.5M 65k 38.01
 View chart
Abbott Laboratories (ABT) 0.1 $2.3M -11% 21k 110.07
 View chart
Installed Bldg Prods (IBP) 0.1 $2.3M 12k 182.82
 View chart
Colgate-Palmolive Company (CL) 0.1 $2.2M 28k 79.71
 View chart
McDonald's Corporation (MCD) 0.1 $2.2M +6% 7.3k 296.51
 View chart
Roku Com Cl A (ROKU) 0.1 $2.2M 24k 91.66
 View chart
United Parcel Service CL B (UPS) 0.1 $2.1M -3% 14k 157.23
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.1M 38k 56.14
 View chart
Moody's Corporation (MCO) 0.1 $2.0M 5.0k 390.56
 View chart
Inspire Med Sys (INSP) 0.1 $1.7M -7% 8.5k 203.43
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $1.7M -61% 13k 130.92
 View chart
Pfizer (PFE) 0.1 $1.6M -69% 55k 28.79
 View chart
Roper Industries (ROP) 0.1 $1.6M 2.9k 545.17
 View chart
Palo Alto Networks (PANW) 0.1 $1.5M -5% 5.2k 294.88
 View chart
Trimble Navigation (TRMB) 0.1 $1.5M 28k 53.20
 View chart
Lockheed Martin Corporation (LMT) 0.1 $1.4M -29% 3.2k 453.24
 View chart
Norfolk Southern (NSC) 0.1 $1.3M 5.6k 236.38
 View chart
International Business Machines (IBM) 0.1 $1.3M +2% 7.8k 163.55
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $1.3M 29k 43.85
 View chart
Corning Incorporated (GLW) 0.1 $1.2M -2% 39k 30.45
 View chart
Henry Schein (HSIC) 0.1 $1.1M -6% 15k 75.71
 View chart
Tandem Diabetes Care Com New (TNDM) 0.1 $1.1M -9% 38k 29.58
 View chart
Public Service Enterprise (PEG) 0.1 $1.1M -2% 18k 61.15
 View chart
Philip Morris International (PM) 0.0 $1.1M -3% 12k 94.08
 View chart
Automatic Data Processing (ADP) 0.0 $1.1M -3% 4.6k 232.97
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.1M +8% 3.1k 350.91
 View chart
Paychex (PAYX) 0.0 $1.1M 9.0k 119.11
 View chart
Procter & Gamble Company (PG) 0.0 $1.1M -31% 7.3k 146.54
 View chart
Alnylam Pharmaceuticals (ALNY) 0.0 $1.0M -23% 5.5k 191.41
 View chart
Okta Cl A (OKTA) 0.0 $1.0M -8% 12k 90.53
 View chart
Illumina (ILMN) 0.0 $1.0M -25% 7.4k 139.24
 View chart
Novartis Sponsored Adr (NVS) 0.0 $1.0M -2% 9.9k 100.97
 View chart
American Express Company (AXP) 0.0 $988k -55% 5.3k 187.34
 View chart
Bank of America Corporation (BAC) 0.0 $915k -4% 27k 33.67
 View chart
Take-Two Interactive Software (TTWO) 0.0 $905k 5.6k 160.95
 View chart
Wp Carey (WPC) 0.0 $869k -24% 13k 64.81
 View chart
Apollo Global Mgmt (APO) 0.0 $866k 9.3k 93.19
 View chart
Ishares Tr Modert Alloc Etf (AOM) 0.0 $855k 21k 41.51
 View chart
Meta Platforms Cl A (META) 0.0 $825k +8% 2.3k 353.96
 View chart
Visa Com Cl A (V) 0.0 $814k -3% 3.1k 260.36
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $809k -9% 64k 12.72
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $808k 4.2k 191.17
 View chart
Ares Capital Corporation (ARCC) 0.0 $768k -4% 38k 20.03
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $765k -11% 10k 74.46
 View chart
Cme (CME) 0.0 $758k 3.6k 210.60
 View chart
Mccormick & Co Com Non Vtg (MKC) 0.0 $745k 11k 68.42
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $736k 1.5k 484.04
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $679k -4% 12k 57.64
 View chart
Bristol Myers Squibb (BMY) 0.0 $677k -37% 13k 51.31
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $673k +2% 13k 52.05
 View chart
AFLAC Incorporated (AFL) 0.0 $669k 8.1k 82.50
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $667k -3% 8.7k 77.02
 View chart
Rockwell Automation (ROK) 0.0 $655k 2.1k 310.48
 View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $620k 41k 15.15
 View chart
Viatris (VTRS) 0.0 $608k -15% 56k 10.83
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $598k -5% 5.7k 104.00
 View chart
Oracle Corporation (ORCL) 0.0 $595k -77% 5.6k 105.44
 View chart
Kinder Morgan (KMI) 0.0 $587k -5% 33k 17.64
 View chart
Pulte (PHM) 0.0 $581k 5.6k 103.22
 View chart
Tesla Motors (TSLA) 0.0 $562k +3% 2.3k 248.48
 View chart
Emerson Electric (EMR) 0.0 $558k -3% 5.7k 97.33
 View chart
Ameren Corporation (AEE) 0.0 $531k -7% 7.3k 72.34
 View chart
Shockwave Med (SWAV) 0.0 $529k -4% 2.8k 190.56
 View chart
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $524k -26% 4.4k 118.92
 View chart
Jacobs Engineering Group (J) 0.0 $522k 4.0k 129.80
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $519k 1.9k 277.15
 View chart
Hp (HPQ) 0.0 $510k +11% 17k 30.09
 View chart
Prudential Financial (PRU) 0.0 $505k -9% 4.9k 103.71
 View chart
Nike CL B (NKE) 0.0 $501k 4.6k 108.58
 View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.0 $498k 4.9k 102.72
 View chart
Akamai Technologies (AKAM) 0.0 $487k 4.1k 118.35
 View chart
Whirlpool Corporation (WHR) 0.0 $478k -7% 3.9k 121.77
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $472k 7.0k 67.35
 View chart
Paypal Holdings (PYPL) 0.0 $469k -41% 7.6k 61.41
 View chart
BlackRock (BLK) 0.0 $464k 571.00 811.80
 View chart
Albemarle Corporation (ALB) 0.0 $441k NEW 3.1k 144.48
 View chart
Amphenol Corp Cl A (APH) 0.0 $431k 4.4k 99.13
 View chart
Dow (DOW) 0.0 $430k -18% 7.8k 54.84
 View chart
Coca-Cola Company (KO) 0.0 $428k +18% 7.3k 58.93
 View chart
Micron Technology (MU) 0.0 $423k -26% 5.0k 85.34
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $419k 1.8k 232.64
 View chart
FactSet Research Systems (FDS) 0.0 $412k 864.00 477.05
 View chart
Snap-on Incorporated (SNA) 0.0 $405k -3% 1.4k 288.84
 View chart
ConAgra Foods (CAG) 0.0 $404k -4% 14k 28.66
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $395k -6% 9.8k 40.23
 View chart
Loews Corporation (L) 0.0 $390k 5.6k 69.59
 View chart
Arch Cap Group Ord (ACGL) 0.0 $386k 5.2k 74.27
 View chart
Qorvo (QRVO) 0.0 $380k 3.4k 112.61
 View chart
M&T Bank Corporation (MTB) 0.0 $373k +36% 2.7k 137.08
 View chart
Cardinal Health (CAH) 0.0 $371k 3.7k 100.80
 View chart
Verizon Communications (VZ) 0.0 $369k -19% 9.8k 37.70
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $364k NEW 3.3k 111.64
 View chart
PIMCO Strategic Global Government Fund (RCS) 0.0 $363k NEW 60k 6.08
 View chart
CF Industries Holdings (CF) 0.0 $363k -5% 4.6k 79.50
 View chart
Marathon Oil Corporation (MRO) 0.0 $362k 15k 24.16
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $360k 2.7k 135.85
 View chart
Pioneer Natural Resources (PXD) 0.0 $356k -6% 1.6k 224.88
 View chart
United Rentals (URI) 0.0 $356k 620.00 573.42
 View chart
Expeditors International of Washington (EXPD) 0.0 $349k 2.7k 127.20
 View chart
Moderna (MRNA) 0.0 $349k -29% 3.5k 99.45
 View chart
Assurant (AIZ) 0.0 $345k 2.0k 168.49
 View chart
Veeva Sys Cl A Com (VEEV) 0.0 $343k -29% 1.8k 192.52
 View chart
3M Company (MMM) 0.0 $340k 3.1k 109.32
 View chart
Yum! Brands (YUM) 0.0 $340k 2.6k 130.66
 View chart
Vontier Corporation (VNT) 0.0 $335k 9.7k 34.55
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $333k 3.9k 85.37
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $327k 4.4k 75.10
 View chart
Southern Company (SO) 0.0 $327k -32% 4.7k 70.12
 View chart
Irhythm Technologies (IRTC) 0.0 $322k -6% 3.0k 107.04
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $316k -20% 1.5k 213.29
 View chart
Deere & Company (DE) 0.0 $309k -80% 773.00 399.87
 View chart
Unilever Spon Adr New (UL) 0.0 $305k +2% 6.3k 48.48
 View chart
Mosaic (MOS) 0.0 $304k 8.5k 35.73
 View chart
Hasbro (HAS) 0.0 $300k -3% 5.9k 51.06
 View chart
Crown Castle Intl (CCI) 0.0 $296k 2.6k 115.19
 View chart
Invesco SHS (IVZ) 0.0 $287k 16k 17.84
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $284k -53% 5.0k 56.40
 View chart
Scotts Miracle-gro Cl A (SMG) 0.0 $281k 4.4k 63.75
 View chart
W.W. Grainger (GWW) 0.0 $279k -30% 337.00 828.69
 View chart
Docusign (DOCU) 0.0 $279k -14% 4.7k 59.45
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $272k 2.2k 124.97
 View chart
Acuity Brands (AYI) 0.0 $265k 1.3k 204.83
 View chart
Fidelity Covington Trust Enhanced Large 0.0 $263k NEW 10k 26.23
 View chart
General Dynamics Corporation (GD) 0.0 $258k 992.00 259.67
 View chart
Skyworks Solutions (SWKS) 0.0 $257k 2.3k 112.42
 View chart
Lamb Weston Hldgs (LW) 0.0 $251k 2.3k 108.09
 View chart
Zions Bancorporation (ZION) 0.0 $243k NEW 5.5k 43.87
 View chart
Bio Rad Labs Cl A (BIO) 0.0 $243k 753.00 322.89
 View chart
Oneok (OKE) 0.0 $241k 3.4k 70.22
 View chart
Wal-Mart Stores (WMT) 0.0 $241k -65% 1.5k 157.65
 View chart
MetLife (MET) 0.0 $241k 3.6k 66.13
 View chart
Ametek (AME) 0.0 $234k 1.4k 164.89
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $232k -2% 3.2k 72.43
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $231k 1.9k 121.50
 View chart
Tyler Technologies (TYL) 0.0 $230k 550.00 418.12
 View chart
Sealed Air (SEE) 0.0 $230k 6.3k 36.52
 View chart
Zscaler Incorporated (ZS) 0.0 $230k -48% 1.0k 221.56
 View chart
General Mills (GIS) 0.0 $225k NEW 3.5k 65.15
 View chart
Teledyne Technologies Incorporated (TDY) 0.0 $219k NEW 490.00 446.29
 View chart
Lamar Advertising Cl A (LAMR) 0.0 $218k NEW 2.1k 106.28
 View chart
Cooper Cos Com New (COO) 0.0 $217k NEW 573.00 378.44
 View chart
Middleby Corporation (MIDD) 0.0 $215k NEW 1.5k 147.17
 View chart
Compass Minerals International (CMP) 0.0 $212k -10% 8.4k 25.32
 View chart
Stanley Black & Decker (SWK) 0.0 $204k NEW 2.1k 98.10
 View chart
Dollar General (DG) 0.0 $203k -39% 1.5k 135.95
 View chart
BorgWarner (BWA) 0.0 $202k 5.6k 35.85
 View chart
At&t (T) 0.0 $187k -18% 11k 16.78
 View chart
Pure Cycle Corp Com New (PCYO) 0.0 $159k -4% 15k 10.47
 View chart
Gabelli Equity Trust (GAB) 0.0 $97k 19k 5.08
 View chart
Lumiradx SHS (LMDX) 0.0 $65k 1.0M 0.06
 View chart
Ocular Therapeutix (OCUL) 0.0 $62k +16% 14k 4.46
 View chart
Portage Biotech (PRTG) 0.0 $21k NEW 11k 1.82
 View chart

Past Filings by Beacon Investment Advisory Services

SEC 13F filings are viewable for Beacon Investment Advisory Services going back to 2015

View all past filings