Beacon Investment Advisors LLC Purchases in Q1 2025

Beacon Investment Advisors LLC

  • $212 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
242
+ 1.25%
$10.91 - $11.42 $2.64K - $2.76K
19.6K $220M
AMH
American Homes 4 Rent

Real Estate
56
+ 0.7%
$34.43 - $37.81 $1.93K - $2.12K
8.06K $305M
SNA
Snap On Inc

Industrials
4
+ 0.4%
$324.09 - $358.62 $1.3K - $1.43K
992 $335M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
20
+ 0.15%
$11.4 - $11.96 $228 - $239
13.4K $154M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.49%
$408.78 - $448.82 $1.23K - $1.35K
611 $257M
RNR
Renaissancere Holdings LTD

Financial Services
41
+ 2.68%
$226.55 - $263.22 $9.29K - $10.8K
1.57K $377M
BEP
Brookfield Renewable Partners L.P.

Utilities
111
+ 0.96%
$20.03 - $23.79 $2.22K - $2.64K
11.7K $260M
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.18%
$244.9 - $274.48 $490 - $549
1.1K $273M
LHX
L3 Harris Technologies, Inc.

Industrials
7
+ 0.09%
$194.65 - $222.86 $1.36K - $1.56K
7.67K $1.6B
CMCSA
Comcast Corp

Communication Services
73
+ 0.44%
$33.19 - $38.23 $2.42K - $2.79K
16.8K $620M
ORCC
Owl Rock Capital Corp

Financial Services
3.64K
+ 2.41%
N/A
155K $2.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.53%
$551.42 - $612.93 $2.21K - $2.45K
763 $427M
NEWT
Newtek Business Services Corp.

Financial Services
90
+ 0.36%
$11.86 - $13.34 $1.07K - $1.2K
25.3K $303M
SPG
Simon Property Group Inc

Real Estate
23
+ 0.6%
$159.48 - $187.78 $3.67K - $4.32K
3.88K $644M
SYY
Sysco Corp

Consumer Defensive
107
+ 0.5%
$70.0 - $77.13 $7.49K - $8.25K
21.6K $1.62B
ETN
Eaton Corp PLC

Industrials
74
+ 10.12%
$271.83 - $371.23 $20.1K - $27.5K
805 $219M
OWL
Blue Owl Capital Inc.

Financial Services
927
+ 6.0%
$18.49 - $26.68 $17.1K - $24.7K
16.4K $328M
UTZ
Utz Brands, Inc.

Consumer Defensive
373
+ 1.58%
$13.18 - $15.15 $4.92K - $5.65K
24K $338M
PRU
Prudential Financial Inc

Financial Services
11
+ 0.21%
$105.04 - $122.33 $1.16K - $1.35K
5.26K $588M
ADI
Analog Devices Inc

Technology
1
+ 0.03%
$201.56 - $243.82 $202 - $244
3.88K $783M
KIM
Kimco Realty Corp

Real Estate
97
+ 0.46%
$20.15 - $23.42 $1.95K - $2.27K
21.2K $450M
AUB
Atlantic Union Bankshares Corp

Financial Services
2
+ 0.03%
$30.68 - $39.07 $61.4 - $78.1
7.3K $227M
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.06%
$83.01 - $101.02 $249 - $303
5.12K $459M
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 3.76%
$190.26 - $242.06 $16.9K - $21.5K
2.46K $468M
GOOD
Gladstone Commercial Corp

Real Estate
218
+ 0.49%
$14.73 - $16.42 $3.21K - $3.58K
45K $674M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$156.06 - $207.71 $156 - $208
1.59K $249M
ADM
Archer Daniels Midland CO

Consumer Defensive
89
+ 0.31%
$45.22 - $52.17 $4.02K - $4.64K
28.4K $1.36B
LEN
Lennar Corp

Consumer Cyclical
5
+ 0.16%
$113.93 - $141.54 $570 - $708
3.15K $361M
RYAAY
Ryanair Holdings PLC

Industrials
256
+ 0.39%
$41.54 - $50.08 $10.6K - $12.8K
65.1K $2.76B
Ferguson Enterprises Inc
33
+ 0.55%
N/A
6.02K $965M
GIS
General Mills Inc

Consumer Defensive
66
+ 0.33%
$57.56 - $65.3 $3.8K - $4.31K
19.8K $1.19B
BFS
Saul Centers, Inc.

Real Estate
226
+ 0.74%
$35.47 - $38.54 $8.02K - $8.71K
30.9K $1.11B
LDOS
Leidos Holdings, Inc.

Technology
11
+ 0.12%
$126.82 - $161.11 $1.4K - $1.77K
9.11K $1.23B
WMT
Walmart Inc.

Consumer Defensive
99
+ 0.27%
$84.5 - $105.05 $8.37K - $10.4K
36.7K $3.22B
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.53%
$347.25 - $424.87 $7.99K - $9.77K
4.39K $1.61B
NVDA
Nvidia Corp

Technology
70
+ 1.62%
$106.98 - $149.43 $7.49K - $10.5K
4.38K $474M
HON
Honeywell International Inc

Industrials
7
+ 0.09%
$202.75 - $226.52 $1.42K - $1.59K
7.54K $1.6B
RWT
Redwood Trust Inc

Real Estate
1.2K
+ 0.49%
$6.01 - $6.72 $7.18K - $8.03K
246K $1.5B
INTU
Intuit Inc

Technology
19
+ 0.23%
$555.63 - $630.23 $10.6K - $12K
8.25K $5.07B
LMT
Lockheed Martin Corp

Industrials
288
+ 4.59%
$423.19 - $506.29 $122K - $146K
6.57K $2.93B
CAT
Caterpillar Inc

Industrials
38
+ 0.75%
$326.75 - $407.63 $12.4K - $15.5K
5.08K $1.68B
SASR
Sandy Spring Bancorp Inc

Financial Services
206
+ 0.74%
$27.6 - $35.08 $5.69K - $7.23K
28.1K $786M
CMI
Cummins Inc

Industrials
51
+ 1.03%
$312.92 - $386.07 $16K - $19.7K
5.01K $1.57B
CABO
Cable One, Inc.

Communication Services
2
+ 0.12%
$226.48 - $373.32 $453 - $747
1.71K $454M
IRM
Iron Mountain Inc

Real Estate
191
+ 2.01%
$82.79 - $111.31 $15.8K - $21.3K
9.69K $834M
BAC
Bank Of America Corp

Financial Services
135
+ 0.16%
$39.61 - $47.74 $5.35K - $6.44K
83.9K $3.5B
CALM
Cal Maine Foods Inc

Consumer Defensive
142
+ 0.85%
$80.87 - $115.8 $11.5K - $16.4K
16.9K $1.54B
TROW
Price T Rowe Group Inc

Financial Services
218
+ 2.2%
$91.57 - $116.93 $20K - $25.5K
10.1K $931M
AMD
Advanced Micro Devices Inc

Technology
37
+ 0.34%
$96.63 - $129.55 $3.58K - $4.79K
10.9K $1.12B
Activity Summary
Buys All Purchases 112 New Holdings 6 Increased Positions 106 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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