Beacon Investment Advisors LLC Incresed Positions in Q2 2025

Beacon Investment Advisors LLC

  • $232 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
28
+ 0.1%
$354.56 - $497.45 $9.93K - $13.9K
28.3K $14.1B
AMAT
Applied Materials Inc

Technology
425
+ 1.14%
$126.95 - $183.52 $54K - $78K
37.7K $6.9B
INTU
Intuit Inc

Technology
13
+ 0.16%
$544.07 - $787.63 $7.07K - $10.2K
8.26K $6.42B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
17
+ 0.15%
$177.93 - $313.14 $3.02K - $5.32K
11.7K $3.62B
CSTM
Constellium Se

Basic Materials
2.36K
+ 0.7%
$7.7 - $13.96 $18.2K - $33K
339K $4.53B
ABM
Abm Industries Inc

Industrials
23.3K
+ 223.43%
$42.24 - $52.72 $983K - $1.23M
33.7K $1.56B
AUB
Atlantic Union Bankshares Corp

Financial Services
26K
+ 356.13%
$23.85 - $32.24 $620K - $838K
33.3K $1.04B
CASY
Caseys General Stores Inc

Consumer Cyclical
35
+ 0.35%
$415.82 - $510.91 $14.6K - $17.9K
9.98K $5.05B
DE
Deere & CO

Industrials
18
+ 0.16%
$412.99 - $531.48 $7.43K - $9.57K
11.1K $5.71B
AXP
American Express CO

Financial Services
1
+ 0.01%
$231.39 - $318.98 $231 - $319
9.33K $2.96B
GNRC
Generac Holdings Inc.

Industrials
70
+ 0.27%
$101.92 - $143.21 $7.13K - $10K
26.2K $3.73B
CSCO
Cisco Systems, Inc.

Technology
285
+ 0.55%
$53.19 - $69.38 $15.2K - $19.8K
52.4K $3.6B
WMT
Walmart Inc.

Consumer Defensive
157
+ 0.43%
$81.79 - $99.98 $12.8K - $15.7K
36.8K $3.58B
LPLA
Lpl Financial Holdings Inc.

Financial Services
10
+ 0.11%
$283.31 - $388.96 $2.83K - $3.89K
9.34K $3.41B
Ferguson Enterprises Inc
11
+ 0.18%
N/A
6.04K $1.32B
HAE
Haemonetics Corp

Healthcare
50
+ 0.16%
$56.04 - $74.77 $2.8K - $3.74K
30.8K $2.27B
LHX
L3 Harris Technologies, Inc.

Industrials
62
+ 0.81%
$200.21 - $256.99 $12.4K - $15.9K
7.73K $1.91B
RHP
Ryman Hospitality Properties, Inc.

Real Estate
162
+ 0.53%
$78.85 - $101.3 $12.8K - $16.4K
30.8K $3.09B
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.13%
$210.28 - $289.91 $1.89K - $2.61K
6.8K $1.95B
CAT
Caterpillar Inc

Industrials
11
+ 0.22%
$273.94 - $388.21 $3.01K - $4.27K
5.09K $1.96B
BKE
Buckle Inc

Consumer Cyclical
376
+ 1.08%
$33.77 - $45.57 $12.7K - $17.1K
35.1K $1.6B
IOT
Samsara Inc.

Technology
6.16K
+ 96.29%
$33.46 - $47.74 $206K - $294K
12.5K $497M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.05%
$908.13 - $1056.85 $2.72K - $3.17K
6.01K $5.92B
NVDA
Nvidia Corp

Technology
24
+ 0.55%
$94.31 - $157.99 $2.26K - $3.79K
4.4K $694M
DRI
Darden Restaurants Inc

Consumer Cyclical
38
+ 0.18%
$186.58 - $225.78 $7.09K - $8.58K
21.6K $4.67B
CALM
Cal Maine Foods Inc

Consumer Defensive
317
+ 1.87%
$90.17 - $103.07 $28.6K - $32.7K
17.3K $1.71B
IRM
Iron Mountain Inc

Real Estate
58
+ 0.6%
$76.93 - $105.25 $4.46K - $6.1K
9.75K $997M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
168
+ 0.38%
$24.6 - $29.86 $4.13K - $5.02K
44.8K $1.32B
HON
Honeywell International Inc

Industrials
9
+ 0.12%
$182.86 - $232.88 $1.65K - $2.1K
7.55K $1.73B
MSM
Msc Industrial Direct CO Inc

Industrials
50
+ 0.34%
$70.15 - $85.48 $3.51K - $4.27K
14.8K $1.27B
ADM
Archer Daniels Midland CO

Consumer Defensive
99
+ 0.35%
$41.79 - $54.16 $4.14K - $5.36K
28.5K $1.48B
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.04%
$113.75 - $148.48 $455 - $594
9.46K $1.37B
SKX
Skechers Usa Inc

Consumer Cyclical
638
+ 5.38%
$45.48 - $63.1 $29K - $40.3K
12.5K $789M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
11
+ 0.22%
$153.22 - $199.8 $1.69K - $2.2K
5.11K $960M
FAST
Fastenal CO

Industrials
15.8K
+ 100.55%
$40.65 - $83.16 $643K - $1.32M
31.5K $1.32B
CNI
Canadian National Railway CO

Industrials
68
+ 0.43%
$92.66 - $108.13 $6.3K - $7.35K
16K $1.65B
LMT
Lockheed Martin Corp

Industrials
15
+ 0.23%
$430.82 - $486.45 $6.46K - $7.3K
6.58K $3.02B
IBM
International Business Machines Corp

Technology
4
+ 0.24%
$221.03 - $294.78 $884 - $1.18K
1.69K $489M
ETN
Eaton Corp PLC

Industrials
11
+ 1.37%
$246.52 - $356.99 $2.71K - $3.93K
816 $288M
AYI
Acuity Brands Inc

Industrials
2
+ 0.12%
$223.31 - $304.18 $447 - $608
1.72K $522M
NVR
Nvr Inc

Consumer Cyclical
1
+ 0.23%
$6700.0 - $7410.93 $6.7K - $7.41K
436 $3.22B
Brookfield Renewable Corp
12
+ 0.1%
N/A
12.5K $409M
TROW
Price T Rowe Group Inc

Financial Services
120
+ 1.18%
$80.27 - $98.06 $9.63K - $11.8K
10.3K $986M
VLO
Valero Energy Corp

Energy
68
+ 0.41%
$104.69 - $141.77 $7.12K - $9.64K
16.7K $2.25B
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.39%
$496.48 - $617.85 $1.49K - $1.85K
766 $471M
BEP
Brookfield Renewable Partners L.P.

Utilities
121
+ 1.03%
$20.16 - $26.41 $2.44K - $3.2K
11.8K $303M
CTAS
Cintas Corp

Industrials
53
+ 3.17%
$190.11 - $227.66 $10.1K - $12.1K
1.73K $381M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$146.58 - $180.01 $147 - $180
1.6K $284M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 0.66%
$335.24 - $380.78 $9.72K - $11K
4.41K $1.63B
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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