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

Companies in the Beacon Investment Advisory Services portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 5.8 $136M -4% 1.4M 100.16
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $113M 495k 227.67
Dex (DXCM) 4.2 $98M 192k 511.60
Apple (AAPL) 3.2 $75M 428k 174.61
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $72M +2% 670k 107.88
Mastercard Incorporated Cl A (MA) 2.7 $63M 175k 357.37
Microsoft Corporation (MSFT) 2.5 $59M 192k 308.31
Danaher Corporation (DHR) 2.4 $55M -2% 188k 293.33
Insulet Corporation (PODD) 2.3 $54M -2% 201k 266.39
IDEXX Laboratories (IDXX) 2.2 $52M 96k 547.06
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.8 $43M 855k 50.27
Analog Devices (ADI) 1.8 $42M 253k 165.18
Ishares Gold Tr Ishares New (IAU) 1.8 $41M 1.1M 36.83
JPMorgan Chase & Co. (JPM) 1.7 $41M 300k 136.32

Setup an alert

Beacon Investment Advisory Services will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Mettler-Toledo International (MTD) 1.6 $38M 28k 1373.21
Advanced Micro Devices (AMD) 1.6 $36M +297% 333k 109.34
Alphabet Cap Stk Cl A (GOOGL) 1.4 $32M 11k 2781.42
Union Pacific Corporation (UNP) 1.3 $32M 116k 273.21
Johnson & Johnson (JNJ) 1.3 $31M -3% 175k 177.23
Cognex Corporation (CGNX) 1.3 $31M -6% 396k 77.15
Home Depot (HD) 1.3 $30M 101k 299.33
Ishares Tr Core S&p500 Etf (IVV) 1.2 $29M 63k 453.69
Ark Etf Tr Innovation Etf (ARKK) 1.2 $28M +43% 428k 66.29
Illinois Tool Works (ITW) 1.2 $28M 133k 209.40
Honeywell International (HON) 1.1 $26M 135k 194.58
Ross Stores (ROST) 1.1 $25M +8% 281k 90.46
Paypal Holdings (PYPL) 1.1 $25M -3% 218k 115.65
Intuit (INTU) 1.0 $25M 51k 480.86
Texas Instruments Incorporated (TXN) 1.0 $24M 129k 183.48
Novo-nordisk A S Adr (NVO) 1.0 $24M 213k 111.05
Adobe Systems Incorporated (ADBE) 1.0 $23M +11% 51k 455.61
Brown Forman Corp CL B (BF.B) 0.9 $21M -4% 306k 67.02
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $20M +14% 420k 48.03
UnitedHealth (UNH) 0.8 $20M 39k 509.96
Morgan Stanley Com New (MS) 0.8 $20M +2% 226k 87.40
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $19M +139% 73k 260.97
Us Bancorp Del Com New (USB) 0.8 $19M +2% 358k 53.15
Stryker Corporation (SYK) 0.8 $19M +2% 69k 267.34
Sherwin-Williams Company (SHW) 0.8 $18M 73k 249.62
Booking Holdings (BKNG) 0.8 $18M 7.5k 2348.39
Walt Disney Company (DIS) 0.7 $17M 127k 137.17
Neogen Corporation (NEOG) 0.7 $17M -5% 557k 30.84
Starbucks Corporation (SBUX) 0.7 $17M -4% 183k 90.97
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $16M 159k 102.98
Northrop Grumman Corporation (NOC) 0.7 $16M 36k 447.22
NVIDIA Corporation (NVDA) 0.7 $16M 59k 272.86
Applied Materials (AMAT) 0.7 $16M +35% 123k 131.80
Thermo Fisher Scientific (TMO) 0.6 $15M +2% 25k 590.66
salesforce (CRM) 0.6 $15M -2% 70k 212.32
Raytheon Technologies Corp (RTX) 0.6 $15M -3% 148k 99.07
Abiomed (ABMD) 0.6 $15M -5% 44k 331.24
Broadcom (AVGO) 0.6 $14M +2% 22k 629.66
The Trade Desk Com Cl A (TTD) 0.6 $14M 203k 69.25
Amazon (AMZN) 0.6 $14M 4.3k 3259.70
Dollar General (DG) 0.5 $13M 58k 222.63
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $13M 588k 21.77
Qualcomm (QCOM) 0.5 $12M +2% 80k 152.82
Illumina (ILMN) 0.5 $11M 32k 349.41
TJX Companies (TJX) 0.4 $11M +2% 174k 60.58
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $10M +3% 26k 398.20
NVR (NVR) 0.4 $10M +2% 2.3k 4467.04
Merck & Co (MRK) 0.4 $10M 125k 82.05
T. Rowe Price (TROW) 0.4 $10M 66k 151.18
Abbvie (ABBV) 0.4 $9.7M -4% 60k 162.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $9.6M -36% 21k 451.66
Ishares Tr Blackrock Ultra (ICSH) 0.4 $9.4M 187k 50.15
Ciena Corp Com New (CIEN) 0.4 $9.3M -5% 154k 60.63
Biogen Idec (BIIB) 0.4 $9.1M -40% 43k 210.60
Pfizer (PFE) 0.4 $9.1M +5% 175k 51.77
Amgen (AMGN) 0.4 $9.0M -11% 37k 241.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $8.7M +5% 188k 46.13
EXACT Sciences Corporation (EXAS) 0.4 $8.5M 122k 69.92
Eaton Corp SHS (ETN) 0.3 $7.5M +4% 49k 151.77
Edwards Lifesciences (EW) 0.3 $7.4M 63k 117.72
Intel Corporation (INTC) 0.3 $6.9M +2% 139k 49.56
Cisco Systems (CSCO) 0.3 $6.5M +3% 117k 55.76
Chevron Corporation (CVX) 0.3 $6.3M +5% 39k 162.85
Bio-techne Corporation (TECH) 0.3 $6.3M +32% 15k 433.02
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.3 $5.9M +66% 117k 50.64
Investors Ban (ISBC) 0.2 $5.7M 384k 14.93
Enbridge (ENB) 0.2 $5.7M +7% 123k 46.09
Target Corporation (TGT) 0.2 $5.6M +2% 26k 212.24
United Parcel Service CL B (UPS) 0.2 $5.5M -6% 26k 214.45
Williams-Sonoma (WSM) 0.2 $5.5M -2% 38k 145.00
Darden Restaurants (DRI) 0.2 $5.5M +4% 41k 132.96
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $5.4M +8% 144k 37.90
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $5.4M -10% 104k 51.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $5.4M NEW 106k 50.53
Caterpillar (CAT) 0.2 $5.3M +35% 24k 222.81
Allegion Ord Shs (ALLE) 0.2 $5.1M 47k 109.76
Roku Com Cl A (ROKU) 0.2 $5.1M +14% 41k 125.28
Duke Energy Corp Com New (DUK) 0.2 $4.9M +3% 44k 111.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $4.7M 1.7k 2792.57
Dow (DOW) 0.2 $4.6M +15% 73k 63.73
Jefferies Finl Group (JEF) 0.2 $4.6M +49% 140k 32.84
Gilead Sciences (GILD) 0.2 $4.3M +2% 73k 59.45
Lowe's Companies (LOW) 0.2 $4.2M -4% 21k 202.19
American Express Company (AXP) 0.2 $4.0M 22k 187.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $4.0M 11k 352.89
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $4.0M +20% 80k 49.82
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.2 $4.0M 101k 39.04
Truist Financial Corp equities (TFC) 0.2 $3.8M +5% 67k 56.69
Nextera Energy (NEE) 0.2 $3.8M -4% 45k 84.72
Trimble Navigation (TRMB) 0.2 $3.7M -3% 51k 72.13
Okta Cl A (OKTA) 0.2 $3.6M +24% 24k 150.94
Rockwell Automation (ROK) 0.2 $3.6M 13k 280.00
Abbott Laboratories (ABT) 0.2 $3.5M 30k 118.38
Pepsi (PEP) 0.2 $3.5M -3% 21k 167.40
General Motors Company (GM) 0.1 $3.4M +5% 79k 43.74
Magnite Ord (MGNI) 0.1 $3.3M +33% 252k 13.21
Hca Holdings (HCA) 0.1 $3.3M +8% 13k 250.57
Paychex (PAYX) 0.1 $3.2M 23k 136.48
Exxon Mobil Corporation (XOM) 0.1 $3.2M 39k 82.61
Southern Copper Corporation (SCCO) 0.1 $3.2M +25% 42k 75.90
3M Company (MMM) 0.1 $3.1M -42% 21k 148.86
Meritor (MTOR) 0.1 $3.1M 87k 35.57
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.1M -2% 15k 205.29
Provident Financial Services (PFS) 0.1 $3.1M 131k 23.40
Hasbro (HAS) 0.1 $2.7M +3% 33k 81.93
Costco Wholesale Corporation (COST) 0.1 $2.6M 4.5k 576.02
Tandem Diabetes Care Com New (TNDM) 0.1 $2.5M +8% 21k 116.32
Ishares Tr Esg Aware Msci (ESML) 0.1 $2.5M 65k 38.03
West Pharmaceutical Services (WST) 0.1 $2.4M +8% 6.0k 410.78
Verizon Communications (VZ) 0.1 $2.3M -3% 46k 50.94
Veeva Sys Cl A Com (VEEV) 0.1 $2.3M +12% 11k 212.46
Colgate-Palmolive Company (CL) 0.1 $2.2M -8% 29k 75.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.2M -3% 38k 57.58
Bristol Myers Squibb (BMY) 0.1 $2.0M -2% 27k 73.04
Alnylam Pharmaceuticals (ALNY) 0.1 $1.8M 11k 163.30
Henry Schein (HSIC) 0.1 $1.8M -11% 20k 87.18
Corning Incorporated (GLW) 0.1 $1.8M -16% 48k 36.91
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.7M +22% 7.5k 227.05
Domino's Pizza (DPZ) 0.1 $1.7M 4.1k 406.89
Automatic Data Processing (ADP) 0.1 $1.7M -43% 7.3k 227.55
Norfolk Southern (NSC) 0.1 $1.6M 5.8k 285.29
Procter & Gamble Company (PG) 0.1 $1.6M -9% 11k 152.75
Seagen (SGEN) 0.1 $1.6M -6% 11k 144.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 3.00 529000.00
Docusign (DOCU) 0.1 $1.5M -3% 14k 107.11
Moody's Corporation (MCO) 0.1 $1.5M +12% 4.5k 337.31
stock (SPLK) 0.1 $1.5M -7% 9.8k 148.63
Servicenow (NOW) 0.1 $1.5M +15% 2.6k 557.09
Comcast Corp Cl A (CMCSA) 0.1 $1.4M 30k 46.82
Lockheed Martin Corporation (LMT) 0.1 $1.4M 3.1k 441.39
Roper Industries (ROP) 0.1 $1.4M 2.9k 472.19
Zynga Cl A (ZNGA) 0.1 $1.3M 139k 9.24
Mccormick & Co Com Non Vtg (MKC) 0.1 $1.3M +12% 13k 99.77
Twitter (TWTR) 0.1 $1.2M -2% 31k 38.69
Eli Lilly & Co. (LLY) 0.1 $1.2M +16% 4.1k 286.44
Intuitive Surgical Com New (ISRG) 0.1 $1.2M +60% 3.9k 301.72
Bank of America Corporation (BAC) 0.0 $1.1M +6% 28k 41.21
Datadog Cl A Com (DDOG) 0.0 $1.1M 7.4k 151.46
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $1.1M +7% 14k 81.26
Wp Carey (WPC) 0.0 $1.1M +6% 14k 80.80
Zscaler Incorporated (ZS) 0.0 $1.1M -3% 4.5k 241.29
McDonald's Corporation (MCD) 0.0 $1.1M -2% 4.3k 247.40
Meta Platforms Cl A (FB) 0.0 $1.1M -89% 4.7k 222.36
Bank of New York Mellon Corporation (BK) 0.0 $1.0M 21k 49.63
People's United Financial (PBCT) 0.0 $1.0M 52k 19.99
Block Cl A (SQ) 0.0 $1.0M +16% 7.5k 135.64
Public Service Enterprise (PEG) 0.0 $1.0M 15k 69.98
International Business Machines (IBM) 0.0 $1.0M 7.8k 130.07
Moderna (MRNA) 0.0 $1.0M +5% 5.9k 172.20
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $986k 6.1k 162.25
Boeing Company (BA) 0.0 $983k 5.1k 191.43
Cloudflare Cl A Com (NET) 0.0 $907k -4% 7.6k 119.66
Spdr Gold Tr Gold Shs (GLD) 0.0 $902k +23% 5.0k 180.58
State Street Corporation (STT) 0.0 $882k -48% 10k 87.15
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 0.0 $878k -3% 8.4k 104.52
Nucor Corporation (NUE) 0.0 $862k +12% 5.8k 148.70
Rio Tinto Sponsored Adr (RIO) 0.0 $856k +8% 11k 80.34
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $851k -2% 7.9k 107.11
Zoetis Cl A (ZTS) 0.0 $844k +23% 4.5k 188.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $842k 11k 77.88
Philip Morris International (PM) 0.0 $833k +10% 8.9k 93.91
Snap Cl A (SNAP) 0.0 $833k 23k 35.99
Novartis Sponsored Adr (NVS) 0.0 $822k +3% 9.4k 87.74
At&t (T) 0.0 $799k -68% 34k 23.63
Accenture Plc Ireland Shs Class A (ACN) 0.0 $792k +57% 2.3k 337.16
ConocoPhillips (COP) 0.0 $791k +12% 7.9k 100.00
Ishares Tr Modert Alloc Etf (AOM) 0.0 $769k 18k 42.95
Overstock (OSTK) 0.0 $740k +2% 17k 43.96
Micron Technology (MU) 0.0 $739k +12% 9.5k 77.84
Huntington Bancshares Incorporated (HBAN) 0.0 $737k +9% 50k 14.61
Shopify Cl A (SHOP) 0.0 $721k +13% 1.1k 676.36
Interpublic Group of Companies (IPG) 0.0 $677k +9% 19k 35.45
Tesla Motors (TSLA) 0.0 $668k -13% 620.00 1077.42
Amphenol Corp Cl A (APH) 0.0 $656k 8.7k 75.31
Nike CL B (NKE) 0.0 $654k 4.9k 134.57
Blackstone Group Inc Com Cl A (BX) 0.0 $646k +15% 5.1k 126.79
Emerson Electric (EMR) 0.0 $644k 6.6k 97.93
Unilever Spon Adr New (UL) 0.0 $639k 14k 45.55
Hp (HPQ) 0.0 $598k 17k 36.33
Jacobs Engineering (J) 0.0 $592k 4.3k 137.90
Ares Capital Corporation (ARCC) 0.0 $585k +11% 28k 20.95
Mosaic (MOS) 0.0 $582k 8.8k 66.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $577k +20% 5.5k 104.21
Pinterest Cl A (PINS) 0.0 $572k 23k 24.60
Southern Company (SO) 0.0 $552k 7.6k 72.50
Scotts Miracle-gro Cl A (SMG) 0.0 $541k 4.4k 122.95
Newell Rubbermaid (NWL) 0.0 $530k 25k 21.42
SVB Financial (SIVB) 0.0 $527k 943.00 558.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $523k -11% 6.3k 83.35
Prudential Financial (PRU) 0.0 $517k +6% 4.4k 118.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $506k -19% 1.9k 268.72
Twilio Cl A (TWLO) 0.0 $506k +5% 3.1k 164.82
Acuity Brands (AYI) 0.0 $499k 2.6k 189.37
Akamai Technologies (AKAM) 0.0 $492k 4.1k 119.39
Airbnb Com Cl A (ABNB) 0.0 $476k 2.8k 171.84
ConAgra Foods (CAG) 0.0 $476k 14k 33.57
Sea Sponsord Ads (SE) 0.0 $476k 4.0k 119.75
AFLAC Incorporated (AFL) 0.0 $474k 7.4k 64.44
Astrazeneca Sponsored Adr (AZN) 0.0 $474k 7.2k 66.22
Crown Castle Intl (CCI) 0.0 $463k -5% 2.5k 184.46
Palo Alto Networks (PANW) 0.0 $463k 743.00 623.15
United Rentals (URI) 0.0 $457k 1.3k 355.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $453k +90% 8.4k 53.88
Kinder Morgan (KMI) 0.0 $452k +37% 24k 18.91
Ishares Tr Ishares Biotech (IBB) 0.0 $450k 3.5k 130.17
Cme (CME) 0.0 $446k 1.9k 238.12
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $440k 41k 10.76
Assurant (AIZ) 0.0 $435k 2.4k 181.93
Whirlpool Corporation (WHR) 0.0 $431k +48% 2.5k 172.95
Sealed Air (SEE) 0.0 $426k 6.4k 67.03
Bio Rad Labs Cl A (BIO) 0.0 $424k 753.00 563.08
Nvent Electric SHS (NVT) 0.0 $412k 12k 34.77
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $409k NEW 3.6k 112.24
Coca-Cola Company (KO) 0.0 $408k -4% 6.6k 61.92
Wal-Mart Stores (WMT) 0.0 $405k +20% 2.7k 149.06
Realty Income (O) 0.0 $404k NEW 5.8k 69.23
Oracle Corporation (ORCL) 0.0 $388k 4.7k 82.85
Activision Blizzard (ATVI) 0.0 $381k -56% 4.8k 79.96
Compass Minerals International (CMP) 0.0 $375k +15% 6.0k 62.90
FactSet Research Systems (FDS) 0.0 $375k 864.00 434.03
Loews Corporation (L) 0.0 $375k 5.8k 64.81
Invesco SHS (IVZ) 0.0 $371k 16k 23.06
Zions Bancorporation (ZION) 0.0 $368k 5.6k 65.56
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $368k 884.00 416.29
Mercury Computer Systems (MRCY) 0.0 $367k 5.7k 64.39
Mondelez Intl Cl A (MDLZ) 0.0 $365k -5% 5.8k 62.83
SYSCO Corporation (SYY) 0.0 $359k 4.4k 81.59
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $351k -30% 4.3k 82.36
Apollo Global Mgmt (APO) 0.0 $341k NEW 5.5k 62.00
Deere & Company (DE) 0.0 $328k -5% 790.00 415.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $327k 3.0k 108.53
News Corp Cl A (NWSA) 0.0 $322k 15k 22.17
Spotify Technology S A SHS (SPOT) 0.0 $310k 2.1k 150.78
Yum! Brands (YUM) 0.0 $308k 2.6k 118.46
Coupang Cl A (CPNG) 0.0 $305k 17k 17.67
Snap-on Incorporated (SNA) 0.0 $303k 1.5k 205.56
Altria (MO) 0.0 $298k -2% 5.7k 52.31
Vanguard Index Fds Small Cp Etf (VB) 0.0 $297k +25% 1.4k 212.29
Kimberly-Clark Corporation (KMB) 0.0 $294k 2.4k 123.22
Lamb Weston Hldgs (LW) 0.0 $294k 4.9k 60.00
Zoom Video Communications In Cl A (ZM) 0.0 $293k +2% 2.5k 117.11
Stanley Black & Decker (SWK) 0.0 $287k 2.1k 139.66
Visa Com Cl A (V) 0.0 $282k 1.3k 221.70
Diageo Spon Adr New (DEO) 0.0 $277k 1.4k 202.78
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $267k 2.1k 127.87
Arch Cap Group Ord (ACGL) 0.0 $261k 5.4k 48.33
Pure Cycle Corp Com New (PCYO) 0.0 $261k 22k 12.06
Delta Air Lines Inc Del Com New (DAL) 0.0 $257k +18% 6.5k 39.51
Installed Bldg Prods (IBP) 0.0 $255k 3.0k 84.47
BlackRock (BLK) 0.0 $254k NEW 333.00 762.76
MetLife (MET) 0.0 $253k -2% 3.6k 70.28
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $253k 5.2k 49.11
Ishares Tr Russell 3000 Etf (IWV) 0.0 $248k 947.00 261.88
Juniper Networks (JNPR) 0.0 $247k 6.6k 37.18
Vontier Corporation (VNT) 0.0 $246k 9.7k 25.42
Pulte (PHM) 0.0 $242k 5.8k 41.88
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $241k 1.0k 237.44
Middleby Corporation (MIDD) 0.0 $240k 1.5k 164.05
Cooper Cos Com New (COO) 0.0 $240k -2% 574.00 418.12
Lamar Advertising Cl A (LAMR) 0.0 $238k 2.1k 116.10
Dominion Resources (D) 0.0 $238k -3% 2.8k 85.00
Atlassian Corp Cl A (TEAM) 0.0 $235k NEW 801.00 293.38
Inspire Med Sys (INSP) 0.0 $234k NEW 911.00 256.86
Teledyne Technologies Incorporated (TDY) 0.0 $231k 489.00 472.39
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $229k 4.9k 47.12
General Dynamics Corporation (GD) 0.0 $221k NEW 914.00 241.79
BorgWarner (BWA) 0.0 $220k 5.7k 38.84
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $213k -10% 2.0k 108.78
Ishares Tr Core Msci Eafe (IEFA) 0.0 $213k -30% 3.1k 69.63
W.W. Grainger (GWW) 0.0 $206k 400.00 515.00
Ametek (AME) 0.0 $203k 1.5k 133.29
Toronto Dominion Bk Ont Com New (TD) 0.0 $202k NEW 2.5k 79.59
Cognizant Technology Solutio Cl A (CTSH) 0.0 $201k NEW 2.2k 89.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $201k NEW 3.8k 53.46
Expeditors International of Washington (EXPD) 0.0 $200k -3% 1.9k 103.09
First Majestic Silver Corp (AG) 0.0 $178k NEW 14k 13.15
Pacific Biosciences of California (PACB) 0.0 $140k -3% 15k 9.13
Arhaus Com Cl A (ARHS) 0.0 $136k +28% 16k 8.51
Gabelli Equity Trust (GAB) 0.0 $132k 19k 6.95
Viatris (VTRS) 0.0 $128k +11% 12k 10.85
Invitae (NVTA) 0.0 $116k -3% 15k 8.02
Oric Pharmaceuticals (ORIC) 0.0 $80k 15k 5.33
Ocular Therapeutix (OCUL) 0.0 $59k 12k 4.92

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