Beacon Investment Advisors LLC Incresed Positions in Q3 2025

Beacon Investment Advisors LLC

  • $244 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
98
+ 0.26%
$202.38 - $256.87 $19.8K - $25.2K
38K $9.68B
AMAT
Applied Materials Inc

Technology
1.62K
+ 4.29%
$156.25 - $204.95 $252K - $331K
39.3K $8.05B
MSFT
Microsoft Corp

Technology
38
+ 0.13%
$491.09 - $535.64 $18.7K - $20.4K
28.4K $14.7B
GHC
Graham Holdings CO

Consumer Defensive
1
+ 0.03%
$882.65 - $1184.8 $883 - $1.18K
2.92K $3.44B
VLO
Valero Energy Corp

Energy
247
+ 1.48%
$131.77 - $175.63 $32.5K - $43.4K
16.9K $2.88B
CASY
Caseys General Stores Inc

Consumer Cyclical
39
+ 0.39%
$494.52 - $565.32 $19.3K - $22K
10K $5.66B
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.02%
$174.36 - $254.72 $349 - $509
9.38K $2.28B
CSTM
Constellium Se

Basic Materials
1.35K
+ 0.4%
$13.08 - $16.36 $17.7K - $22.1K
341K $5.07B
Millrose Pptys Inc
10.9K
+ 40.31%
N/A
38K $1.28B
CAT
Caterpillar Inc

Industrials
29
+ 0.57%
$390.92 - $477.15 $11.3K - $13.8K
5.12K $2.44B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 0.18%
$459.11 - $506.91 $21.6K - $23.8K
26.5K $13.3B
BKE
Buckle Inc

Consumer Cyclical
220
+ 0.63%
$46.95 - $61.58 $10.3K - $13.5K
35.3K $2.07B
CMI
Cummins Inc

Industrials
2
+ 0.05%
$327.85 - $426.39 $656 - $853
4.1K $1.73B
BAC
Bank Of America Corp

Financial Services
279
+ 0.33%
$44.92 - $52.42 $12.5K - $14.6K
83.8K $4.32B
LDOS
Leidos Holdings, Inc.

Technology
18
+ 0.2%
$159.2 - $188.96 $2.87K - $3.4K
9.13K $1.72B
LMT
Lockheed Martin Corp

Industrials
18
+ 0.27%
$410.74 - $499.21 $7.39K - $8.99K
6.6K $3.29B
RYAAY
Ryanair Holdings PLC

Industrials
978
+ 1.5%
$55.19 - $66.72 $54K - $65.3K
66.1K $3.98B
WMT
Walmart Inc.

Consumer Defensive
320
+ 0.87%
$94.4 - $104.27 $30.2K - $33.4K
37.2K $3.83B
FAST
Fastenal CO

Industrials
407
+ 1.29%
$42.47 - $50.39 $17.3K - $20.5K
32K $1.57B
RTX
Raytheon Technologies Corp

Industrials
17
+ 0.18%
$144.19 - $167.33 $2.45K - $2.84K
9.48K $1.59B
ENB
Enbridge Inc

Energy
89
+ 0.24%
$43.79 - $50.46 $3.9K - $4.49K
36.6K $1.85B
JPM
Jpmorgan Chase & CO

Financial Services
24
+ 0.35%
$282.78 - $316.06 $6.79K - $7.59K
6.82K $2.15B
JNJ
Johnson & Johnson

Healthcare
17
+ 0.3%
$155.17 - $185.42 $2.64K - $3.15K
5.76K $1.07B
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 0.79%
$357.4 - $423.42 $12.5K - $14.8K
4.45K $1.8B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
+ 0.08%
$301.44 - $365.84 $2.71K - $3.29K
11.7K $3.79B
SYY
Sysco Corp

Consumer Defensive
106
+ 0.49%
$76.33 - $82.51 $8.09K - $8.75K
21.8K $1.79B
AUB
Atlantic Union Bankshares Corp

Financial Services
891
+ 2.68%
$31.23 - $36.56 $27.8K - $32.6K
34.2K $1.21B
PSX
Phillips 66

Energy
19
+ 0.2%
$118.37 - $139.46 $2.25K - $2.65K
9.34K $1.27B
AXP
American Express CO

Financial Services
5
+ 0.05%
$294.27 - $342.31 $1.47K - $1.71K
9.33K $3.1B
CVX
Chevron Corp

Energy
430
+ 6.75%
$145.57 - $161.83 $62.6K - $69.6K
6.8K $1.06B
PG
Procter & Gamble CO

Consumer Defensive
872
+ 51.2%
$150.47 - $161.22 $131K - $141K
2.58K $396M
SPG
Simon Property Group Inc

Real Estate
42
+ 1.08%
$159.93 - $187.67 $6.72K - $7.88K
3.92K $735M
MSM
Msc Industrial Direct CO Inc

Industrials
114
+ 0.77%
$84.9 - $92.9 $9.68K - $10.6K
15K $1.38B
Sinclair Inc
80
+ 0.14%
N/A
57.7K $872M
IOT
Samsara Inc.

Technology
3.29K
+ 26.19%
$32.22 - $42.09 $106K - $138K
15.8K $590M
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 10.18%
$617.65 - $666.84 $48.2K - $52K
844 $562M
TROW
Price T Rowe Group Inc

Financial Services
138
+ 1.35%
$98.67 - $111.52 $13.6K - $15.4K
10.4K $1.07B
FDX
Fedex Corp

Industrials
15
+ 0.17%
$217.1 - $243.2 $3.26K - $3.65K
8.82K $2.08B
TSCO
Tractor Supply CO

Consumer Cyclical
177
+ 2.04%
$54.08 - $62.65 $9.57K - $11.1K
8.86K $504M
LEN
Lennar Corp

Consumer Cyclical
37
+ 1.17%
$107.73 - $142.4 $3.99K - $5.27K
3.19K $402M
VZ
Verizon Communications Inc

Communication Services
143
+ 0.54%
$40.84 - $45.06 $5.84K - $6.44K
26.6K $1.17B
AJG
Arthur J. Gallagher & Co.

Financial Services
175
+ 22.15%
$284.17 - $319.49 $49.7K - $55.9K
965 $299M
RNR
Renaissancere Holdings LTD

Financial Services
105
+ 6.62%
$231.95 - $253.93 $24.4K - $26.7K
1.69K $430M
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
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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