Beacon Investment Advisors LLC Incresed Positions in Q2 2024

Beacon Investment Advisors LLC

  • $195 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.6K
+ 19.79%
$389.33 - $452.85 $1.79M - $2.08M
27.8K $12.4B
AAPL
Apple Inc.

Technology
191
+ 0.51%
$165.0 - $216.67 $31.5K - $41.4K
37.4K $7.89B
CMI
Cummins Inc

Industrials
3.46K
+ 168.78%
$266.48 - $302.86 $922K - $1.05M
5.51K $1.53B
JPM
Jpmorgan Chase & CO

Financial Services
4.51K
+ 204.86%
$180.08 - $204.79 $812K - $923K
6.71K $1.36B
FDX
Fedex Corp

Industrials
2.51K
+ 41.52%
$245.11 - $299.84 $615K - $752K
8.55K $2.56B
AMAT
Applied Materials Inc

Technology
173
+ 0.74%
$189.46 - $247.83 $32.8K - $42.9K
23.6K $5.58B
BAC
Bank Of America Corp

Financial Services
15.1K
+ 22.05%
$34.68 - $40.02 $524K - $605K
83.6K $3.33B
LHX
L3 Harris Technologies, Inc.

Industrials
3K
+ 65.23%
$200.34 - $226.69 $602K - $681K
7.61K $1.71B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.55K
+ 10.78%
$396.73 - $420.24 $1.01M - $1.07M
26.2K $10.7B
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.12%
$704.88 - $870.75 $4.93K - $6.1K
6K $5.1B
RTX
Raytheon Technologies Corp

Industrials
4.78K
+ 101.68%
$97.55 - $108.44 $466K - $518K
9.48K $952M
PSX
Phillips 66

Energy
4.02K
+ 74.8%
$135.85 - $172.71 $545K - $693K
9.38K $1.32B
UPS
United Parcel Service Inc

Industrials
4.09K
+ 34.44%
$134.2 - $152.27 $549K - $623K
16K $2.19B
LMT
Lockheed Martin Corp

Industrials
681
+ 12.19%
$447.57 - $471.51 $305K - $321K
6.27K $2.93B
VZ
Verizon Communications Inc

Communication Services
9.14K
+ 62.78%
$38.6 - $42.84 $353K - $392K
23.7K $977M
JNJ
Johnson & Johnson

Healthcare
2.73K
+ 86.81%
$144.38 - $157.78 $394K - $431K
5.88K $859M
CVX
Chevron Corp

Energy
2.01K
+ 46.67%
$152.57 - $166.33 $306K - $333K
6.3K $986M
GOOD
Gladstone Commercial Corp

Real Estate
20.8K
+ 95.55%
$12.96 - $15.01 $270K - $313K
42.7K $609M
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.19%
$150.53 - $185.41 $2.71K - $3.34K
9.36K $1.7B
WMT
Walmart Inc.

Consumer Defensive
180
+ 0.5%
$58.85 - $68.9 $10.6K - $12.4K
36K $2.43B
BAX
Baxter International Inc

Healthcare
16.8K
+ 53.62%
$32.87 - $43.55 $551K - $730K
48K $1.61B
TFC
Truist Financial Corp

Financial Services
6.07K
+ 67.05%
$35.41 - $40.18 $215K - $244K
15.1K $588M
PFE
Pfizer Inc

Healthcare
7.35K
+ 65.52%
$25.26 - $29.6 $186K - $218K
18.6K $520M
NVR
Nvr Inc

Consumer Cyclical
52
+ 13.61%
$7335.26 - $8026.27 $381K - $417K
434 $3.29B
MPW
Medical Properties Trust Inc

Real Estate
48.1K
+ 85.31%
$3.99 - $5.85 $192K - $281K
104K $450M
GNRC
Generac Holdings Inc.

Industrials
26
+ 0.1%
$127.41 - $154.23 $3.31K - $4.01K
26.4K $3.49B
Sinclair Inc
12.3K
+ 19.77%
N/A
74.5K $993M
RWT
Redwood Trust Inc

Real Estate
19.5K
+ 8.58%
$5.49 - $6.68 $107K - $130K
247K $1.6B
GIS
General Mills Inc

Consumer Defensive
4.05K
+ 26.2%
$63.26 - $71.61 $256K - $290K
19.5K $1.23B
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.03%
$256.41 - $288.82 $769 - $866
9.23K $2.58B
LDOS
Leidos Holdings, Inc.

Technology
9
+ 0.1%
$123.76 - $151.15 $1.11K - $1.36K
9.08K $1.32B
NVDA
Nvidia Corp

Technology
3.61K
+ 899.25%
$118.11 - $1224.4 $426K - $4.42M
4.01K $495M
CSCO
Cisco Systems, Inc.

Technology
4.81K
+ 10.12%
$45.52 - $50.04 $219K - $241K
52.4K $2.49B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
9
+ 0.18%
$148.27 - $174.07 $1.33K - $1.57K
5.09K $873M
ABM
Abm Industries Inc

Industrials
29
+ 0.28%
$43.1 - $52.64 $1.25K - $1.53K
10.4K $524M
NEWT
Newtek Business Services Corp.

Financial Services
1.75K
+ 8.3%
$10.75 - $14.02 $18.8K - $24.5K
22.8K $286M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
8.75K
+ 83.52%
$41.01 - $71.66 $359K - $627K
19.2K $810M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$151.94 - $186.86 $152 - $187
1.54K $283M
SO
Southern CO

Utilities
24
+ 0.34%
$67.77 - $80.71 $1.63K - $1.94K
7.08K $549M
T
At&T Inc.

Communication Services
199
+ 0.81%
$16.09 - $19.11 $3.2K - $3.8K
24.8K $474M
MKL
Markel Corp

Financial Services
5
+ 1.67%
$1423.66 - $1663.21 $7.12K - $8.32K
304 $479M
BEP
Brookfield Renewable Partners L.P.

Utilities
106
+ 0.94%
$20.01 - $28.6 $2.12K - $3.03K
11.4K $283M
ORCC
Owl Rock Capital Corp

Financial Services
1.38K
+ 1.05%
N/A
134K $2.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.27%
$495.16 - $548.49 $990 - $1.1K
755 $411M
MAR
Marriott International Inc

Consumer Cyclical
354
+ 5.41%
$228.38 - $258.55 $80.8K - $91.5K
6.9K $1.67B
Redwood Trust Inc
15K
+ 14.15%
N/A
121K $120M
AMH
American Homes 4 Rent

Real Estate
265
+ 3.87%
$34.66 - $37.16 $9.18K - $9.85K
7.11K $264M
RNR
Renaissancere Holdings LTD

Financial Services
108
+ 9.67%
$213.58 - $234.97 $23.1K - $25.4K
1.23K $274M
BBY
Best Buy CO Inc

Consumer Cyclical
15
+ 0.34%
$69.63 - $93.63 $1.04K - $1.4K
4.47K $376M
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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