Beacon Investment Advisors LLC Purchases in Q4 2024

Beacon Investment Advisors LLC

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DEO
Diageo PLC

Consumer Defensive
22.6K
New
$118.0 - $139.88 $2.66M - $3.15M
22.6K $2.87B
AMAT
Applied Materials Inc

Technology
13.2K
+ 55.03%
$161.44 - $213.89 $2.13M - $2.82M
37.2K $6.05B
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.03%
$229.85 - $335.91 $690 - $1.01K
9.33K $3.05B
AAPL
Apple Inc.

Technology
320
+ 0.85%
$221.69 - $259.02 $70.9K - $82.9K
37.8K $9.47B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 0.07%
$173.13 - $258.09 $1.39K - $2.06K
11.7K $2.69B
MRK
Merck & Co., Inc.

Healthcare
5.11K
New
$96.31 - $114.76 $492K - $587K
5.11K $509M
DRI
Darden Restaurants Inc

Consumer Cyclical
66
+ 0.31%
$155.96 - $188.66 $10.3K - $12.5K
21.5K $4.02B
WMT
Walmart Inc.

Consumer Defensive
570
+ 1.58%
$79.1 - $95.7 $45.1K - $54.5K
36.6K $3.31B
BAC
Bank Of America Corp

Financial Services
95
+ 0.11%
$39.22 - $47.77 $3.73K - $4.54K
83.8K $3.68B
Brookfield Renewable Corp
12.6K
New
N/A
12.6K $348M
IOT
Samsara Inc.

Technology
6.39K
New
$42.67 - $56.35 $273K - $360K
6.39K $279M
GOOGL
Alphabet Inc.

Communication Services
94
+ 1.0%
$161.86 - $196.66 $15.2K - $18.5K
9.47K $1.79B
BKE
Buckle Inc

Consumer Cyclical
203
+ 0.61%
$41.32 - $54.08 $8.39K - $11K
33.3K $1.69B
AJG
Arthur J. Gallagher & Co.

Financial Services
729
New
$278.49 - $315.16 $203K - $230K
729 $207M
USB
Us Bancorp \De\

Financial Services
4.25K
New
$43.98 - $53.66 $187K - $228K
4.25K $203M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.16%
$205.18 - $250.29 $2.26K - $2.75K
6.73K $1.61B
HON
Honeywell International Inc

Industrials
34
+ 0.45%
$202.84 - $236.0 $6.9K - $8.02K
7.54K $1.7B
GHC
Graham Holdings CO

Consumer Defensive
1
+ 0.03%
$771.16 - $960.36 $771 - $960
2.91K $2.54B
ORCC
Owl Rock Capital Corp

Financial Services
4.01K
+ 2.73%
N/A
151K $2.28B
DE
Deere & CO

Industrials
150
+ 1.37%
$389.45 - $466.0 $58.4K - $69.9K
11.1K $4.7B
AMZN
Amazon Com Inc

Consumer Cyclical
180
+ 8.22%
$180.88 - $232.93 $32.6K - $41.9K
2.37K $520M
FDX
Fedex Corp

Industrials
126
+ 1.47%
$260.5 - $305.15 $32.8K - $38.4K
8.69K $2.45B
INTU
Intuit Inc

Technology
59
+ 0.72%
$602.01 - $706.25 $35.5K - $41.7K
8.23K $5.17B
OWL
Blue Owl Capital Inc.

Financial Services
1.8K
+ 13.18%
$19.51 - $24.81 $35.1K - $44.7K
15.5K $360M
NVDA
Nvidia Corp

Technology
230
+ 5.64%
$117.0 - $148.88 $26.9K - $34.2K
4.31K $579M
MKL
Markel Corp

Financial Services
15
+ 4.92%
$1542.01 - $1785.11 $23.1K - $26.8K
320 $552M
SASR
Sandy Spring Bancorp Inc

Financial Services
269
+ 0.97%
$30.44 - $38.71 $8.19K - $10.4K
27.9K $941M
ENB
Enbridge Inc

Energy
90
+ 0.25%
$40.4 - $43.92 $3.64K - $3.95K
36.4K $1.54B
FAST
Fastenal CO

Industrials
637
+ 4.24%
$69.99 - $84.35 $44.6K - $53.7K
15.7K $1.13B
BMY
Bristol Myers Squibb CO

Healthcare
8
+ 0.08%
$51.92 - $59.94 $415 - $480
10.4K $590M
SNA
Snap On Inc

Industrials
3
+ 0.3%
$285.44 - $371.35 $856 - $1.11K
988 $336M
CTAS
Cintas Corp

Industrials
401
+ 33.93%
$182.7 - $226.47 $73.3K - $90.8K
1.58K $289M
GOOG
Alphabet Inc.

Communication Services
51
+ 3.31%
$163.08 - $198.16 $8.32K - $10.1K
1.59K $303M
AYI
Acuity Brands Inc

Industrials
1
+ 0.06%
$292.13 - $333.45 $292 - $333
1.72K $502M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
29
+ 0.57%
$174.04 - $205.27 $5.05K - $5.95K
5.12K $924M
PANW
Palo Alto Networks Inc

Technology
1.04K
+ 99.81%
$181.96 - $405.9 $189K - $421K
2.08K $378M
DUK
Duke Energy Corp

Utilities
395
+ 14.18%
$105.76 - $120.76 $41.8K - $47.7K
3.18K $343M
AMH
American Homes 4 Rent

Real Estate
750
+ 10.34%
$35.02 - $39.25 $26.3K - $29.4K
8.01K $300M
NEWT
Newtek Business Services Corp.

Financial Services
749
+ 3.06%
$12.14 - $15.46 $9.09K - $11.6K
25.3K $323M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.04%
$225.97 - $266.66 $226 - $267
2.5K $603M
SPG
Simon Property Group Inc

Real Estate
20
+ 0.52%
$167.23 - $183.84 $3.34K - $3.68K
3.85K $664M
Cracker Barrel Old Ctry Stor
15K
New
N/A
15K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.26%
$567.81 - $607.81 $1.14K - $1.22K
759 $445M
WM
Waste Management Inc

Industrials
84
+ 7.4%
$201.79 - $228.46 $17K - $19.2K
1.22K $246M
KIM
Kimco Realty Corp

Real Estate
83
+ 0.39%
$22.75 - $25.78 $1.89K - $2.14K
21.1K $495M
ETN
Eaton Corp PLC

Industrials
17
+ 2.38%
$326.96 - $377.52 $5.56K - $6.42K
731 $243M
UBSI
United Bankshares Inc

Financial Services
41
+ 0.75%
$35.53 - $43.29 $1.46K - $1.77K
5.54K $208M
GOOD
Gladstone Commercial Corp

Real Estate
203
+ 0.46%
$15.57 - $17.66 $3.16K - $3.58K
44.8K $727M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.33%
$417.69 - $450.94 $835 - $902
608 $259M
Activity Summary
Buys All Purchases 93 New Holdings 7 Increased Positions 86 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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