Beacon Investment Advisory Services
Latest statistics and disclosures from Beacon Investment Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IJR, IAU, MSFT, VCSH, and represent 21.56% of Beacon Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: CVX (+$22M), AMGN (+$18M), SPY (+$17M), VIG (+$17M), IJR (+$15M), GEV (+$14M), ANET (+$12M), META (+$10M), DLR (+$10M), ACWI (+$9.8M).
- Started 528 new stock positions in ITM, F, TPR, CII, PLD, UPS, AEE, DELL, TAP, DEM.
- Reduced shares in these 10 stocks: GOOGL (-$21M), TJX (-$13M), HD (-$12M), JPM (-$8.4M), AAPL (-$8.1M), VRTX (-$8.0M), INTU (-$7.9M), QCOM (-$7.6M), ISRG (-$7.6M), DIS (-$7.5M).
- Sold out of its positions in AstraZeneca, EXACT Sciences Corporation, QYLD.
- Beacon Investment Advisory Services was a net buyer of stock by $57M.
- Beacon Investment Advisory Services has $2.4B in assets under management (AUM), dropping by -0.62%.
- Central Index Key (CIK): 0001654599
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Portfolio Holdings for Beacon Investment Advisory Services
Beacon Investment Advisory Services holds 786 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Beacon Investment Advisory Services has 786 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Beacon Investment Advisory Services March 31, 2026 positions
- Download the Beacon Investment Advisory Services March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $172M | 536k | 320.81 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $132M | +13% | 1.1M | 124.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 3.5 | $86M | +4% | 972k | 88.16 |
|
| Microsoft Corporation (MSFT) | 2.8 | $68M | -3% | 185k | 370.17 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.8 | $67M | +3% | 847k | 79.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $66M | +12% | 1.0M | 64.08 |
|
| Apple (AAPL) | 2.7 | $65M | -11% | 255k | 253.79 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.7 | $65M | +5% | 782k | 82.57 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $58M | -12% | 197k | 294.16 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $56M | +10% | 319k | 174.40 |
|
| Mastercard Incorporated Cl A (MA) | 2.2 | $55M | -4% | 109k | 499.66 |
|
| State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY) | 2.0 | $49M | +54% | 75k | 650.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $45M | +61% | 207k | 215.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $42M | -33% | 145k | 287.56 |
|
| Analog Devices (ADI) | 1.7 | $41M | -5% | 129k | 318.14 |
|
| Morgan Stanley Com New (MS) | 1.6 | $39M | -13% | 240k | 164.57 |
|
| Amgen (AMGN) | 1.5 | $38M | +90% | 107k | 351.85 |
|
| Caterpillar (CAT) | 1.5 | $37M | -8% | 52k | 708.46 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $37M | +4% | 370k | 99.27 |
|
| TJX Companies (TJX) | 1.4 | $35M | -26% | 220k | 159.70 |
|
| Applied Materials (AMAT) | 1.4 | $35M | -11% | 101k | 341.79 |
|
| Ross Stores (ROST) | 1.4 | $33M | -4% | 154k | 216.63 |
|
| IDEXX Laboratories (IDXX) | 1.4 | $33M | -6% | 59k | 561.89 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $31M | 618k | 50.61 |
|
|
| Advanced Micro Devices (AMD) | 1.2 | $29M | -6% | 144k | 203.43 |
|
| Johnson & Johnson (JNJ) | 1.1 | $28M | 114k | 244.44 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $26M | +58% | 191k | 138.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $26M | 40k | 653.22 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $25M | -24% | 56k | 446.54 |
|
| Palo Alto Networks (PANW) | 1.0 | $25M | -7% | 154k | 160.32 |
|
| Chevron Corporation (CVX) | 1.0 | $23M | +1910% | 112k | 206.90 |
|
| Sherwin-Williams Company (SHW) | 0.9 | $21M | -4% | 65k | 320.55 |
|
| Eaton Corp SHS (ETN) | 0.8 | $21M | 58k | 357.67 |
|
|
| Broadcom (AVGO) | 0.8 | $20M | -7% | 66k | 309.51 |
|
| Booking Holdings (BKNG) | 0.8 | $20M | -5% | 4.7k | 4210.34 |
|
| Fortinet (FTNT) | 0.8 | $20M | -5% | 241k | 81.72 |
|
| Abbvie (ABBV) | 0.8 | $19M | 86k | 217.49 |
|
|
| Stryker Corporation (SYK) | 0.8 | $18M | -7% | 56k | 328.59 |
|
| Honeywell International (HON) | 0.7 | $18M | 80k | 226.03 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $18M | -29% | 39k | 460.99 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $17M | +33% | 309k | 54.05 |
|
| Southern Copper Corporation (SCCO) | 0.7 | $17M | +8% | 97k | 172.06 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $17M | -5% | 18k | 919.77 |
|
| Dex (DXCM) | 0.7 | $16M | -5% | 257k | 62.80 |
|
| Gilead Sciences (GILD) | 0.7 | $16M | +2% | 115k | 139.37 |
|
| Cisco Systems (CSCO) | 0.6 | $16M | 203k | 77.59 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $15M | +34% | 26k | 597.55 |
|
| Ge Vernova (GEV) | 0.6 | $15M | +1470% | 17k | 872.90 |
|
| Danaher Corporation (DHR) | 0.6 | $15M | -3% | 77k | 189.60 |
|
| Insulet Corporation (PODD) | 0.6 | $14M | -4% | 68k | 209.84 |
|
| Home Depot (HD) | 0.6 | $14M | -45% | 43k | 328.89 |
|
| NVR (NVR) | 0.6 | $14M | -5% | 2.1k | 6589.83 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $14M | -18% | 40k | 337.95 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $12M | -4% | 64k | 192.90 |
|
| Nextera Energy (NEE) | 0.5 | $12M | +5% | 132k | 92.88 |
|
| Arista Networks Com Shs (ANET) | 0.5 | $12M | NEW | 96k | 122.78 |
|
| Meta Platforms Cl A (META) | 0.5 | $11M | +1156% | 20k | 572.14 |
|
| Chubb (CB) | 0.4 | $11M | +2% | 33k | 325.93 |
|
| Uber Technologies (UBER) | 0.4 | $11M | +13% | 149k | 71.93 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $10M | -4% | 15k | 682.23 |
|
| Digital Realty Trust (DLR) | 0.4 | $10M | NEW | 57k | 180.21 |
|
| Intuit (INTU) | 0.4 | $9.8M | -44% | 23k | 432.37 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $9.7M | 132k | 73.64 |
|
|
| United Rentals (URI) | 0.4 | $9.2M | +53% | 13k | 728.56 |
|
| Enbridge (ENB) | 0.4 | $9.0M | 167k | 54.14 |
|
|
| Snap-on Incorporated (SNA) | 0.4 | $8.9M | +2% | 25k | 363.22 |
|
| Waste Management (WM) | 0.4 | $8.8M | +9% | 38k | 229.79 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $8.6M | +16% | 138k | 62.56 |
|
| Darden Restaurants (DRI) | 0.3 | $8.4M | 43k | 196.04 |
|
|
| Cme (CME) | 0.3 | $8.4M | +2% | 28k | 295.35 |
|
| Boeing Company (BA) | 0.3 | $8.2M | NEW | 41k | 199.03 |
|
| Valero Energy Corporation (VLO) | 0.3 | $8.2M | -22% | 33k | 247.08 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $7.9M | +2% | 61k | 130.94 |
|
| Allstate Corporation (ALL) | 0.3 | $7.8M | 37k | 207.34 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $7.7M | +13% | 157k | 48.75 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $7.6M | NEW | 70k | 108.25 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $7.6M | -2% | 9.8k | 772.64 |
|
| Pepsi (PEP) | 0.3 | $7.5M | +11% | 48k | 155.29 |
|
| Equinix (EQIX) | 0.3 | $7.2M | 7.4k | 980.28 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $7.2M | -5% | 25k | 286.86 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $7.1M | 71k | 100.57 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $7.1M | -7% | 29k | 243.08 |
|
| Amazon (AMZN) | 0.3 | $7.1M | -5% | 34k | 208.27 |
|
| Goldman Sachs (GS) | 0.3 | $6.9M | +1226% | 8.2k | 845.99 |
|
| Mettler-Toledo International (MTD) | 0.3 | $6.8M | -5% | 5.4k | 1261.20 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $6.8M | 27k | 248.00 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.3 | $6.6M | 66k | 100.75 |
|
|
| Generac Holdings (GNRC) | 0.3 | $6.5M | NEW | 33k | 195.33 |
|
| Illinois Tool Works (ITW) | 0.3 | $6.5M | -7% | 25k | 260.29 |
|
| Moody's Corporation (MCO) | 0.2 | $5.6M | -6% | 13k | 436.25 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $5.6M | -5% | 152k | 36.75 |
|
| Servicenow (NOW) | 0.2 | $5.5M | +7% | 53k | 104.55 |
|
| Healthequity (HQY) | 0.2 | $4.8M | NEW | 58k | 83.57 |
|
| Starbucks Corporation (SBUX) | 0.2 | $4.7M | 52k | 89.59 |
|
|
| Cognex Corporation (CGNX) | 0.2 | $4.4M | 90k | 48.99 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.9M | -4% | 23k | 169.66 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $3.7M | -24% | 73k | 50.98 |
|
| salesforce (CRM) | 0.2 | $3.7M | -2% | 20k | 186.67 |
|
| Williams-Sonoma (WSM) | 0.1 | $3.6M | 20k | 182.33 |
|
|
| Merck & Co (MRK) | 0.1 | $3.2M | -4% | 27k | 120.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.2M | -2% | 6.7k | 479.20 |
|
| Provident Financial Services (PFS) | 0.1 | $3.2M | -4% | 151k | 21.16 |
|
| Installed Bldg Prods (IBP) | 0.1 | $3.2M | 12k | 265.15 |
|
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $3.1M | -47% | 62k | 50.12 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.0M | 65k | 47.02 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.8M | -2% | 37k | 75.10 |
|
| Qualcomm (QCOM) | 0.1 | $2.7M | -73% | 21k | 128.78 |
|
| Public Service Enterprise (PEG) | 0.1 | $2.3M | 28k | 80.95 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $2.3M | 9.3k | 242.62 |
|
|
| Biogen Idec (BIIB) | 0.1 | $2.3M | -2% | 12k | 183.33 |
|
| Corning Incorporated (GLW) | 0.1 | $2.1M | -2% | 16k | 135.97 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.1M | +31% | 16k | 126.35 |
|
| Trimble Navigation (TRMB) | 0.1 | $2.0M | +4% | 30k | 65.23 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | -7% | 1.9k | 996.43 |
|
| American Express Company (AXP) | 0.1 | $1.6M | +2% | 5.2k | 302.46 |
|
| Lowe's Companies (LOW) | 0.1 | $1.5M | -10% | 6.4k | 236.28 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $1.5M | +25% | 21k | 71.73 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $1.4M | -29% | 29k | 50.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.4M | -2% | 2.5k | 577.26 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.4M | -24% | 3.5k | 391.76 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.3M | 11k | 118.63 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | 13k | 102.67 |
|
|
| Kenvue (KVUE) | 0.1 | $1.3M | -81% | 74k | 17.24 |
|
| ConocoPhillips (COP) | 0.0 | $1.2M | +6% | 9.2k | 132.00 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.2M | 8.2k | 147.12 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | 5.8k | 194.14 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.1M | -15% | 12k | 88.42 |
|
| Cardinal Health (CAH) | 0.0 | $1.1M | 5.1k | 211.31 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.1M | -10% | 1.5k | 697.79 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.0M | -32% | 5.0k | 203.18 |
|
| At&t (T) | 0.0 | $1.0M | -5% | 35k | 28.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.0M | -10% | 2.6k | 390.41 |
|
| Roper Industries (ROP) | 0.0 | $1.0M | 2.9k | 353.86 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.0M | 15k | 67.53 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $1.0M | +13% | 4.8k | 206.72 |
|
| Ge Aerospace Com New (GE) | 0.0 | $991k | 3.5k | 283.77 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $986k | -6% | 37k | 26.44 |
|
| Apollo Global Mgmt (APO) | 0.0 | $933k | -85% | 8.4k | 111.42 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $931k | -3% | 36k | 25.64 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $913k | 41k | 22.33 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $904k | +6% | 19k | 47.37 |
|
| Philip Morris International (PM) | 0.0 | $904k | -2% | 5.5k | 165.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $902k | -15% | 2.1k | 430.29 |
|
| Wal-Mart Stores (WMT) | 0.0 | $854k | -9% | 6.9k | 124.28 |
|
| Dollar General (DG) | 0.0 | $806k | +20% | 6.8k | 118.73 |
|
| Astrazeneca Ord (AZN) | 0.0 | $797k | NEW | 4.0k | 197.22 |
|
| Jefferies Finl Group (JEF) | 0.0 | $782k | -89% | 19k | 41.27 |
|
| Pulte (PHM) | 0.0 | $778k | +19% | 6.6k | 117.61 |
|
| Viatris (VTRS) | 0.0 | $757k | +18% | 56k | 13.51 |
|
| Micron Technology (MU) | 0.0 | $751k | +2% | 2.2k | 337.84 |
|
| Walt Disney Company (DIS) | 0.0 | $750k | -90% | 7.8k | 96.37 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $745k | -16% | 6.5k | 114.99 |
|
| Deere & Company (DE) | 0.0 | $732k | 1.3k | 563.30 |
|
|
| Verizon Communications (VZ) | 0.0 | $720k | -5% | 14k | 50.20 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $716k | -4% | 9.1k | 78.41 |
|
| International Business Machines (IBM) | 0.0 | $711k | -8% | 2.9k | 242.39 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $709k | -7% | 1.2k | 604.39 |
|
| Cooper Cos (COO) | 0.0 | $700k | NEW | 9.8k | 71.50 |
|
| Lululemon Athletica (LULU) | 0.0 | $700k | NEW | 4.6k | 153.10 |
|
| Pfizer (PFE) | 0.0 | $693k | -11% | 25k | 28.08 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $687k | +11% | 24k | 28.71 |
|
| McDonald's Corporation (MCD) | 0.0 | $685k | 2.2k | 310.79 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $671k | -13% | 8.8k | 76.16 |
|
| Henry Schein (HSIC) | 0.0 | $664k | +6% | 9.0k | 73.70 |
|
| Zions Bancorporation (ZION) | 0.0 | $660k | +21% | 11k | 57.62 |
|
| Hasbro (HAS) | 0.0 | $652k | +22% | 7.0k | 93.60 |
|
| Coca-Cola Company (KO) | 0.0 | $633k | -4% | 8.3k | 76.05 |
|
| Molina Healthcare (MOH) | 0.0 | $612k | NEW | 4.6k | 133.30 |
|
| Jacobs Engineering Group (J) | 0.0 | $611k | +19% | 4.8k | 127.28 |
|
| Procter & Gamble Company (PG) | 0.0 | $590k | -15% | 4.1k | 144.46 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $586k | 6.9k | 85.23 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $567k | +20% | 4.9k | 114.85 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $546k | -9% | 1.1k | 491.53 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $530k | 1.1k | 474.56 |
|
|
| UnitedHealth (UNH) | 0.0 | $529k | -9% | 2.0k | 270.59 |
|
| Nike CL B (NKE) | 0.0 | $525k | +20% | 9.9k | 52.82 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $521k | 1.8k | 287.18 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.0 | $507k | -4% | 3.9k | 130.21 |
|
| Assurant (AIZ) | 0.0 | $506k | +21% | 2.3k | 217.81 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $506k | -33% | 3.3k | 152.75 |
|
| AFLAC Incorporated (AFL) | 0.0 | $490k | 4.5k | 109.71 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $487k | +20% | 7.5k | 65.30 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $484k | +22% | 3.4k | 143.23 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $483k | -2% | 2.2k | 218.75 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $477k | 4.4k | 109.10 |
|
|
| Altria (MO) | 0.0 | $476k | 7.2k | 65.99 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $471k | -90% | 2.2k | 213.67 |
|
| Invesco SHS (IVZ) | 0.0 | $465k | +19% | 19k | 24.29 |
|
| Align Technology (ALGN) | 0.0 | $461k | +53% | 2.7k | 171.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $454k | -3% | 1.7k | 261.88 |
|
| Acuity Brands (AYI) | 0.0 | $443k | +21% | 1.6k | 280.22 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $438k | -3% | 7.2k | 60.65 |
|
| Paychex (PAYX) | 0.0 | $428k | -16% | 4.6k | 92.12 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $418k | -9% | 2.9k | 145.94 |
|
| Vontier Corporation (VNT) | 0.0 | $413k | +19% | 12k | 35.47 |
|
| Norfolk Southern (NSC) | 0.0 | $396k | 1.4k | 287.00 |
|
|
| Verisign (VRSN) | 0.0 | $386k | +24% | 1.6k | 248.36 |
|
| 3M Company (MMM) | 0.0 | $380k | -6% | 2.6k | 145.23 |
|
| Visa Com Cl A (V) | 0.0 | $377k | 1.2k | 302.24 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $376k | 10k | 37.49 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $363k | 2.2k | 168.85 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $363k | +21% | 1.9k | 191.97 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $360k | NEW | 3.6k | 100.09 |
|
| Kinder Morgan (KMI) | 0.0 | $354k | -6% | 11k | 33.53 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $350k | -12% | 3.6k | 95.99 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $321k | 3.5k | 91.64 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $316k | 2.1k | 148.10 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $310k | 2.3k | 132.90 |
|
|
| Emerson Electric (EMR) | 0.0 | $303k | 2.3k | 131.02 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $303k | 825.00 | 367.44 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $301k | 4.0k | 75.25 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $296k | -15% | 6.0k | 49.37 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $294k | 3.3k | 88.45 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $288k | 777.00 | 370.68 |
|
|
| Qorvo (QRVO) | 0.0 | $282k | +21% | 3.6k | 77.40 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $282k | 2.2k | 126.66 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $281k | 2.1k | 135.72 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $277k | 3.0k | 93.31 |
|
|
| Oneok (OKE) | 0.0 | $276k | 3.1k | 90.39 |
|
|
| Hubbell (HUBB) | 0.0 | $268k | 545.00 | 490.74 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $265k | 3.1k | 86.68 |
|
|
| Autodesk (ADSK) | 0.0 | $264k | 1.1k | 239.40 |
|
|
| Tesla Motors (TSLA) | 0.0 | $258k | -9% | 693.00 | 371.75 |
|
| Sempra Energy (SRE) | 0.0 | $256k | 2.6k | 97.17 |
|
|
| Travelers Companies (TRV) | 0.0 | $255k | -15% | 874.00 | 291.68 |
|
| ConAgra Foods (CAG) | 0.0 | $253k | +18% | 16k | 15.72 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $249k | 5.9k | 42.54 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $239k | NEW | 5.7k | 42.26 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $237k | -14% | 2.0k | 118.62 |
|
| Rockwell Automation (ROK) | 0.0 | $234k | +3% | 653.00 | 358.88 |
|
| W.W. Grainger (GWW) | 0.0 | $233k | -6% | 214.00 | 1090.81 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $230k | +8% | 1.6k | 142.47 |
|
| Ametek (AME) | 0.0 | $224k | 1.0k | 214.36 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $216k | NEW | 556.00 | 388.23 |
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $210k | 753.00 | 278.75 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $209k | 13k | 15.65 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $208k | NEW | 4.7k | 44.62 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $207k | -46% | 1.0k | 198.29 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $207k | 3.5k | 59.03 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $202k | -26% | 3.5k | 57.64 |
|
| GATX Corporation (GATX) | 0.0 | $201k | NEW | 1.2k | 170.74 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $200k | -22% | 1.2k | 161.73 |
|
| Citigroup Com New (C) | 0.0 | $197k | -60% | 1.7k | 113.41 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $196k | NEW | 7.8k | 25.07 |
|
| Unilever Spon Adr New (UL) | 0.0 | $195k | -18% | 3.4k | 56.97 |
|
| Middleby Corporation (MIDD) | 0.0 | $194k | 1.5k | 132.58 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $190k | -6% | 2.0k | 94.62 |
|
| FactSet Research Systems (FDS) | 0.0 | $188k | 864.00 | 216.99 |
|
|
| Southern Company (SO) | 0.0 | $186k | NEW | 1.9k | 96.52 |
|
Past Filings by Beacon Investment Advisory Services
SEC 13F filings are viewable for Beacon Investment Advisory Services going back to 2015
- Beacon Investment Advisory Services 2026 Q1 filed April 14, 2026
- Beacon Investment Advisory Services 2025 Q4 restated filed Jan. 16, 2026
- Beacon Investment Advisory Services 2025 Q4 filed Jan. 14, 2026
- Beacon Investment Advisory Services 2025 Q3 filed Oct. 16, 2025
- Beacon Investment Advisory Services 2025 Q2 filed July 15, 2025
- Beacon Investment Advisory Services 2025 Q1 filed May 6, 2025
- Beacon Investment Advisory Services 2024 Q4 filed Jan. 17, 2025
- Beacon Investment Advisory Services 2024 Q2 filed Aug. 14, 2024
- Beacon Investment Advisory Services 2024 Q1 filed May 9, 2024
- Beacon Investment Advisory Services 2023 Q4 filed Feb. 12, 2024
- Beacon Investment Advisory Services 2023 Q3 filed Oct. 31, 2023
- Beacon Investment Advisory Services 2023 Q2 filed July 21, 2023
- Beacon Investment Advisory Services 2023 Q1 filed May 4, 2023
- Beacon Investment Advisory Services 2022 Q4 filed Jan. 13, 2023
- Beacon Investment Advisory Services 2022 Q3 filed Oct. 20, 2022
- Beacon Investment Advisory Services 2022 Q2 filed July 21, 2022