Beacon Investment Advisors LLC Incresed Positions in Q1 2025

Beacon Investment Advisors LLC

  • $212 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HAE
Haemonetics Corp

Healthcare
18.1K
+ 143.15%
$59.34 - $80.05 $1.07M - $1.45M
30.7K $1.95B
DE
Deere & CO

Industrials
25
+ 0.23%
$408.57 - $509.27 $10.2K - $12.7K
11.1K $5.21B
DRI
Darden Restaurants Inc

Consumer Cyclical
38
+ 0.18%
$180.02 - $208.56 $6.84K - $7.93K
21.6K $4.48B
TWI
Titan International Inc

Industrials
1.05K
+ 0.44%
$6.59 - $9.22 $6.92K - $9.68K
238K $1.99B
CASY
Caseys General Stores Inc

Consumer Cyclical
26
+ 0.26%
$378.71 - $442.54 $9.85K - $11.5K
9.94K $4.32B
CVS
Cvs Health Corp

Healthcare
8
+ 0.07%
$44.22 - $68.64 $354 - $549
12K $814M
GHC
Graham Holdings CO

Consumer Defensive
1
+ 0.03%
$854.34 - $983.77 $854 - $984
2.92K $2.8B
VZ
Verizon Communications Inc

Communication Services
2.5K
+ 10.52%
$37.81 - $46.49 $94.6K - $116K
26.3K $1.19B
KO
Coca Cola CO

Consumer Defensive
9
+ 0.04%
$60.81 - $72.32 $547 - $651
22K $1.58B
CSTM
Constellium Se

Basic Materials
25.7K
+ 8.27%
$9.07 - $12.27 $233K - $316K
337K $3.4B
VLO
Valero Energy Corp

Energy
82
+ 0.5%
$121.76 - $142.99 $9.98K - $11.7K
16.6K $2.19B
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.05%
$114.1 - $135.66 $571 - $678
9.46K $1.25B
CSCO
Cisco Systems, Inc.

Technology
204
+ 0.39%
$58.74 - $64.87 $12K - $13.2K
52.2K $3.22B
T
At&T Inc.

Communication Services
129
+ 0.57%
$21.56 - $28.28 $2.78K - $3.65K
22.8K $644M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.16%
$142.06 - $167.7 $1.28K - $1.51K
5.73K $951M
XOM
Exxon Mobil Corp

Energy
76
+ 0.81%
$105.44 - $118.93 $8.01K - $9.04K
9.4K $1.12B
FAST
Fastenal CO

Industrials
64
+ 0.41%
$71.11 - $79.98 $4.55K - $5.12K
15.7K $1.22B
PSX
Phillips 66

Energy
19
+ 0.2%
$113.93 - $131.55 $2.16K - $2.5K
9.44K $1.17B
DEO
Diageo PLC

Consumer Defensive
5.69K
+ 25.22%
$104.79 - $126.12 $596K - $717K
28.2K $2.96B
SO
Southern CO

Utilities
228
+ 3.26%
$80.96 - $92.96 $18.5K - $21.2K
7.21K $663M
ENB
Enbridge Inc

Energy
96
+ 0.26%
$41.54 - $45.45 $3.99K - $4.36K
36.5K $1.62B
VICI
Vici Properties Inc.

Real Estate
877
+ 7.01%
$28.21 - $32.68 $24.7K - $28.7K
13.4K $437M
IBM
International Business Machines Corp

Technology
86
+ 5.38%
$217.4 - $264.74 $18.7K - $22.8K
1.68K $419M
AJG
Arthur J. Gallagher & Co.

Financial Services
53
+ 7.27%
$275.89 - $345.24 $14.6K - $18.3K
782 $270M
DUK
Duke Energy Corp

Utilities
124
+ 3.9%
$105.87 - $121.97 $13.1K - $15.1K
3.31K $403M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.2%
$232.43 - $265.13 $1.16K - $1.33K
2.51K $663M
CTAS
Cintas Corp

Industrials
89
+ 5.62%
$182.09 - $208.14 $16.2K - $18.5K
1.67K $344M
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 0.94%
$225.19 - $279.95 $14.2K - $17.6K
6.79K $1.67B
BMY
Bristol Myers Squibb CO

Healthcare
62
+ 0.59%
$53.9 - $63.11 $3.34K - $3.91K
10.5K $640M
INVH
Invitation Homes Inc.

Real Estate
59
+ 0.37%
$30.28 - $34.85 $1.79K - $2.06K
16.1K $563M
MSM
Msc Industrial Direct CO Inc

Industrials
46
+ 0.31%
$74.45 - $83.08 $3.42K - $3.82K
14.8K $1.15B
Rwt Hldgs Inc
43K
+ 215.0%
N/A
63K $62.7M
NVS
Novartis Ag

Healthcare
1
+ 0.03%
$97.14 - $115.57 $97.1 - $116
3K $335M
WEC
Wec Energy Group, Inc.

Utilities
7
+ 0.26%
$92.12 - $108.98 $645 - $763
2.73K $298M
O
Realty Income Corp

Real Estate
47
+ 0.57%
$51.67 - $58.49 $2.43K - $2.75K
8.28K $481M
WM
Waste Management Inc

Industrials
18
+ 1.48%
$200.54 - $233.78 $3.61K - $4.21K
1.24K $287M
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.0%
$26.1 - $31.22 $26.1 - $31.2
20.5K $584M
WY
Weyerhaeuser CO

Real Estate
55
+ 0.29%
$27.29 - $31.39 $1.5K - $1.73K
18.8K $550M
COP
Conocophillips

Energy
3
+ 0.1%
$88.6 - $105.85 $266 - $318
3.15K $331M
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.01%
$51.66 - $57.94 $51.7 - $57.9
8.68K $478M
UNP
Union Pacific Corp

Industrials
1
+ 0.06%
$225.21 - $254.42 $225 - $254
1.68K $397M
PANW
Palo Alto Networks Inc

Technology
207
+ 9.96%
$167.82 - $208.28 $34.7K - $43.1K
2.29K $390M
QCOM
Qualcomm Inc

Technology
72
+ 0.85%
$151.94 - $175.86 $10.9K - $12.7K
8.57K $1.32B
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
242
+ 1.25%
$10.91 - $11.42 $2.64K - $2.76K
19.6K $220M
AMH
American Homes 4 Rent

Real Estate
56
+ 0.7%
$34.43 - $37.81 $1.93K - $2.12K
8.06K $305M
SNA
Snap On Inc

Industrials
4
+ 0.4%
$324.09 - $358.62 $1.3K - $1.43K
992 $335M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
20
+ 0.15%
$11.4 - $11.96 $228 - $239
13.4K $154M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.49%
$408.78 - $448.82 $1.23K - $1.35K
611 $257M
RNR
Renaissancere Holdings LTD

Financial Services
41
+ 2.68%
$226.55 - $263.22 $9.29K - $10.8K
1.57K $377M
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