Beacon Investment Advisors LLC Purchases in Q3 2025

Beacon Investment Advisors LLC

  • $244 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
354
+ 20.52%
$199.29 - $226.27 $70.5K - $80.1K
2.08K $427M
Ferguson Enterprises Inc
25
+ 0.41%
N/A
6.06K $1.36B
PFE
Pfizer Inc

Healthcare
873
+ 5.13%
$23.29 - $25.88 $20.3K - $22.6K
17.9K $456M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.04%
$250.62 - $279.43 $251 - $279
2.51K $700M
XOM
Exxon Mobil Corp

Energy
57
+ 0.6%
$105.83 - $117.22 $6.03K - $6.68K
9.53K $1.07B
SNA
Snap On Inc

Industrials
4
+ 0.4%
$313.01 - $346.53 $1.25K - $1.39K
1K $347M
ETN
Eaton Corp PLC

Industrials
47
+ 5.76%
$342.99 - $392.76 $16.1K - $18.5K
863 $323M
WEC
Wec Energy Group, Inc.

Utilities
8
+ 0.28%
$103.66 - $114.59 $829 - $917
2.89K $331M
FVD
First Tr Value Line Divid Inde

ETFs
438
+ 5.91%
$44.73 - $46.86 $19.6K - $20.5K
7.85K $363M
Redwood Trust Inc
32K
+ 246.15%
N/A
45K $45M
ABM
Abm Industries Inc

Industrials
843
+ 2.5%
$44.78 - $49.66 $37.7K - $41.9K
34.5K $1.59B
DUK
Duke Energy Corp

Utilities
17
+ 0.5%
$116.31 - $125.93 $1.98K - $2.14K
3.38K $419M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.04%
$77.6 - $87.37 $155 - $175
5.12K $430M
Brookfield Renewable Corp
11
+ 0.09%
N/A
12.5K $429M
WFC
Wells Fargo & Company

Financial Services
77
+ 2.94%
$77.05 - $85.16 $5.93K - $6.56K
2.7K $226M
COP
Conocophillips

Energy
46
+ 1.6%
$91.0 - $98.99 $4.19K - $4.55K
2.93K $277M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.49%
$435.72 - $463.74 $1.31K - $1.39K
616 $286M
Haemonetics Corp Mass
14K
+ 21.88%
N/A
78K $76.2M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.09%
$252.31 - $269.41 $252 - $269
1.11K $288M
ADI
Analog Devices Inc

Technology
20
+ 2.05%
$220.68 - $255.63 $4.41K - $5.11K
995 $245M
WM
Waste Management Inc

Industrials
89
+ 7.19%
$213.88 - $237.1 $19K - $21.1K
1.33K $293M
AMGN
Amgen Inc

Healthcare
1
+ 0.05%
$271.18 - $309.22 $271 - $309
1.85K $522M
UNP
Union Pacific Corp

Industrials
2
+ 0.12%
$214.91 - $237.16 $430 - $474
1.68K $397M
AMZN
Amazon Com Inc

Consumer Cyclical
78
+ 3.17%
$211.65 - $238.24 $16.5K - $18.6K
2.54K $557M
RWT
Redwood Trust Inc

Real Estate
3.04K
+ 1.25%
$5.46 - $6.37 $16.6K - $19.3K
246K $1.43B
VICI
Vici Properties Inc.

Real Estate
66
+ 0.49%
$31.43 - $33.93 $2.07K - $2.24K
13.5K $441M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
33
+ 0.25%
$11.04 - $11.83 $364 - $390
13.5K $157M
UBSI
United Bankshares Inc

Financial Services
43
+ 0.76%
$35.03 - $38.73 $1.51K - $1.67K
5.67K $211M
T
At&T Inc.

Communication Services
74
+ 0.32%
$26.94 - $29.62 $1.99K - $2.19K
23K $648M
BEP
Brookfield Renewable Partners L.P.

Utilities
109
+ 0.92%
$24.32 - $27.58 $2.65K - $3.01K
12K $308M
DLR
Digital Realty Trust, Inc.

Real Estate
12
+ 0.95%
$161.21 - $180.02 $1.93K - $2.16K
1.27K $220M
ABT
Abbott Laboratories

Healthcare
46
+ 0.6%
$120.51 - $136.62 $5.54K - $6.28K
7.66K $1.03B
CSCO
Cisco Systems, Inc.

Technology
205
+ 0.39%
$66.2 - $71.79 $13.6K - $14.7K
52.6K $3.6B
IRM
Iron Mountain Inc

Real Estate
49
+ 0.5%
$89.46 - $104.46 $4.38K - $5.12K
9.8K $999M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.01%
$43.31 - $48.98 $43.3 - $49
10.5K $474M
MUSA
Murphy Usa Inc.

Consumer Cyclical
65
+ 3.03%
$361.83 - $435.43 $23.5K - $28.3K
2.21K $857M
PRU
Prudential Financial Inc

Financial Services
11
+ 0.21%
$100.68 - $109.89 $1.11K - $1.21K
5.29K $548M
AMH
American Homes 4 Rent

Real Estate
126
+ 1.56%
$32.47 - $36.74 $4.09K - $4.63K
8.19K $272M
WY
Weyerhaeuser CO

Real Estate
64
+ 0.34%
$24.1 - $26.83 $1.54K - $1.72K
18.9K $468M
MKL
Markel Corp

Financial Services
2
+ 0.63%
$1898.34 - $2031.8 $3.8K - $4.06K
322 $616M
OWL
Blue Owl Capital Inc.

Financial Services
1.26K
+ 7.55%
$16.93 - $20.8 $21.3K - $26.1K
17.9K $303M
BFS
Saul Centers, Inc.

Real Estate
892
+ 2.86%
$31.36 - $35.31 $28K - $31.5K
32.1K $1.02B
INVH
Invitation Homes Inc.

Real Estate
57
+ 0.35%
$28.9 - $32.78 $1.65K - $1.87K
16.3K $477M
CMCSA
Comcast Corp

Communication Services
281
+ 1.66%
$31.41 - $36.33 $8.83K - $10.2K
17.2K $540M
CALM
Cal Maine Foods Inc

Consumer Defensive
175
+ 1.01%
$94.1 - $119.16 $16.5K - $20.9K
17.4K $1.64B
Kenvue Inc
13
+ 0.08%
N/A
16.7K $270M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
155
+ 3.03%
$158.24 - $191.13 $24.5K - $29.6K
5.27K $875M
KO
Coca Cola CO

Consumer Defensive
54
+ 0.24%
$65.67 - $71.67 $3.55K - $3.87K
22.1K $1.47B
HON
Honeywell International Inc

Industrials
53
+ 0.7%
$207.7 - $240.4 $11K - $12.7K
7.6K $1.6B
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
Track This Portfolio

Track Beacon Investment Advisors LLC Portfolio

Follow Beacon Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email