Beacon Investment Advisors LLC Incresed Positions in Q3 2024

Beacon Investment Advisors LLC

  • $211 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
15.2K
+ 220.2%
$211.35 - $255.11 $3.21M - $3.87M
22.1K $5.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 0.2%
$405.19 - $478.57 $21.1K - $24.9K
26.3K $12.1B
AAPL
Apple Inc.

Technology
53
+ 0.14%
$207.23 - $234.82 $11K - $12.4K
37.5K $8.74B
LMT
Lockheed Martin Corp

Industrials
17
+ 0.27%
$460.3 - $584.56 $7.83K - $9.94K
6.28K $3.67B
TWI
Titan International Inc

Industrials
49.4K
+ 26.13%
$6.95 - $8.7 $343K - $429K
238K $1.94B
DE
Deere & CO

Industrials
34
+ 0.31%
$344.84 - $418.0 $11.7K - $14.2K
10.9K $4.56B
WMT
Walmart Inc.

Consumer Defensive
68
+ 0.19%
$66.91 - $81.4 $4.55K - $5.54K
36K $2.91B
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.07%
$688.99 - $821.72 $1.38K - $1.64K
2.91K $2.39B
FFIV
F5, Inc.

Technology
50
+ 0.7%
$170.44 - $223.6 $8.52K - $11.2K
7.19K $1.58B
CAT
Caterpillar Inc

Industrials
183
+ 3.78%
$316.8 - $391.12 $58K - $71.6K
5.03K $1.97B
DRI
Darden Restaurants Inc

Consumer Cyclical
60
+ 0.28%
$138.06 - $172.74 $8.28K - $10.4K
21.5K $3.52B
IRM
Iron Mountain Inc

Real Estate
41
+ 0.43%
$89.69 - $119.32 $3.68K - $4.89K
9.54K $1.13B
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.32%
$333.64 - $405.2 $4.67K - $5.67K
4.35K $1.76B
BKE
Buckle Inc

Consumer Cyclical
814
+ 2.52%
$35.9 - $44.62 $29.2K - $36.3K
33.1K $1.45B
CMI
Cummins Inc

Industrials
6
+ 0.11%
$266.63 - $326.4 $1.6K - $1.96K
5.52K $1.79B
BFS
Saul Centers, Inc.

Real Estate
2.65K
+ 9.55%
$36.49 - $41.96 $96.6K - $111K
30.4K $1.27B
RHP
Ryman Hospitality Properties, Inc.

Real Estate
175
+ 0.58%
$96.28 - $112.4 $16.8K - $19.7K
30.3K $3.25B
CALM
Cal Maine Foods Inc

Consumer Defensive
75
+ 0.45%
$61.82 - $74.9 $4.64K - $5.62K
16.9K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.07%
$801.83 - $917.05 $3.21K - $3.67K
6K $5.32B
GIS
General Mills Inc

Consumer Defensive
206
+ 1.06%
$62.5 - $75.15 $12.9K - $15.5K
19.7K $1.46B
KO
Coca Cola CO

Consumer Defensive
54
+ 0.24%
$62.69 - $73.01 $3.39K - $3.94K
22.9K $1.65B
ENB
Enbridge Inc

Energy
198
+ 0.55%
$35.27 - $41.18 $6.98K - $8.15K
36.3K $1.47B
LDOS
Leidos Holdings, Inc.

Technology
9
+ 0.1%
$142.66 - $163.02 $1.28K - $1.47K
9.09K $1.48B
FAST
Fastenal CO

Industrials
238
+ 1.61%
$62.09 - $71.83 $14.8K - $17.1K
15K $1.07B
O
Realty Income Corp

Real Estate
881
+ 12.42%
$52.36 - $63.42 $46.1K - $55.9K
7.98K $506M
MSM
Msc Industrial Direct CO Inc

Industrials
341
+ 2.38%
$75.8 - $89.13 $25.8K - $30.4K
14.7K $1.26B
LEN
Lennar Corp

Consumer Cyclical
4
+ 0.13%
$142.5 - $192.45 $570 - $770
3.14K $588M
GOOD
Gladstone Commercial Corp

Real Estate
1.93K
+ 4.52%
$14.02 - $16.24 $27K - $31.3K
44.6K $724M
RNR
Renaissancere Holdings LTD

Financial Services
196
+ 16.0%
$211.47 - $272.21 $41.4K - $53.4K
1.42K $387M
LHX
L3 Harris Technologies, Inc.

Industrials
38
+ 0.5%
$221.96 - $243.27 $8.43K - $9.24K
7.65K $1.82B
WY
Weyerhaeuser CO

Real Estate
54
+ 0.28%
$27.05 - $33.84 $1.46K - $1.83K
19.6K $664M
BMY
Bristol Myers Squibb CO

Healthcare
8
+ 0.08%
$39.66 - $51.75 $317 - $414
10.4K $539M
MDT
Medtronic PLC

Healthcare
13
+ 0.15%
$76.84 - $91.03 $999 - $1.18K
8.72K $785M
AYI
Acuity Brands Inc

Industrials
153
+ 9.78%
$222.88 - $275.47 $34.1K - $42.1K
1.72K $473M
JNJ
Johnson & Johnson

Healthcare
7
+ 0.12%
$145.48 - $167.38 $1.02K - $1.17K
5.88K $954M
SO
Southern CO

Utilities
20
+ 0.28%
$77.0 - $90.52 $1.54K - $1.81K
7.1K $641M
VZ
Verizon Communications Inc

Communication Services
43
+ 0.18%
$38.89 - $45.0 $1.67K - $1.94K
23.7K $1.07B
ORCC
Owl Rock Capital Corp

Financial Services
13.3K
+ 9.99%
N/A
147K $2.14B
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
585
+ 3.04%
$36.06 - $46.56 $21.1K - $27.2K
19.8K $898M
VICI
Vici Properties Inc.

Real Estate
1.09K
+ 9.9%
$27.64 - $34.08 $30.1K - $37.1K
12.1K $402M
KIM
Kimco Realty Corp

Real Estate
81
+ 0.39%
$19.24 - $24.06 $1.56K - $1.95K
21K $488M
IBM
International Business Machines Corp

Technology
5
+ 0.31%
$175.1 - $223.38 $876 - $1.12K
1.59K $352M
UPS
United Parcel Service Inc

Industrials
597
+ 3.74%
$123.32 - $147.38 $73.6K - $88K
16.6K $2.26B
SPG
Simon Property Group Inc

Real Estate
19
+ 0.5%
$146.09 - $170.11 $2.78K - $3.23K
3.83K $648M
INVH
Invitation Homes Inc.

Real Estate
2.03K
+ 15.34%
$33.2 - $37.28 $67.3K - $75.6K
15.2K $538M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.32K
+ 5.02%
$57.96 - $65.72 $76.6K - $86.9K
27.6K $1.65B
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.1%
$194.9 - $224.8 $1.36K - $1.57K
6.72K $1.42B
BEPC
Brookfield Renewable Corp

Utilities
14
+ 0.11%
$26.92 - $32.89 $377 - $460
12.7K $416M
KMI
Kinder Morgan, Inc.

Energy
453
+ 2.27%
$19.72 - $22.22 $8.93K - $10.1K
20.5K $452M
Activity Summary
Buys All Purchases 103 New Holdings 5 Increased Positions 98 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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