Beacon Investment Advisors LLC Portfolio Holdings

Beacon Investment Advisors LLC

  • $211 Billion
  • Q3 2024

Beacon Investment Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $12.1B, Microsoft Corp with a value of $12B, Apple Inc. with a value of $8.74B, Marriott International Inc with a value of $5.49B, and Costco Wholesale Corp with a value of $5.32B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $195B to 211B.

Beacon Investment Advisors LLC is based out at Gaithersburg, MD

Below you can find more details about Beacon Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
Technology: $44.2 Billion
Industrials: $38.3 Billion
Consumer Cyclical: $31.5 Billion
Financial Services: $29.4 Billion
Consumer Defensive: $19.2 Billion
Real Estate: $14.1 Billion
Energy: $9.36 Billion
Healthcare: $8.47 Billion
Other: $14 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$435 Million 0.21% of portfolio
757
Q3 2024 Added 0.26%
$0
$257 Million 0.12% of portfolio
606
Q3 2024 Added 0.33%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $211 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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