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
ENB
Enbridge Inc

Energy
36
+ 0.1%
$41.09 - $47.16 $1.48K - $1.7K
36.5K $1.63B
ORCC
Owl Rock Capital Corp

Financial Services
2.41K
+ 1.56%
N/A
157K $2.28B
GD
General Dynamics Corp

Industrials
1
+ 0.12%
$247.68 - $291.66 $248 - $292
862 $251M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.33%
$376.48 - $440.65 $753 - $881
613 $269M
SYY
Sysco Corp

Consumer Defensive
100
+ 0.46%
$68.0 - $75.91 $6.8K - $7.59K
21.7K $1.63B
KSS
Kohls Corp

Consumer Cyclical
100
+ 0.5%
$6.13 - $9.4 $613 - $940
20.1K $170M
RNR
Renaissancere Holdings LTD

Financial Services
14
+ 0.89%
$220.37 - $253.95 $3.09K - $3.56K
1.59K $383M
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.27%
$218.41 - $252.43 $655 - $757
1.1K $274M
SO
Southern CO

Utilities
79
+ 1.1%
$84.91 - $92.56 $6.71K - $7.31K
7.29K $663M
WEC
Wec Energy Group, Inc.

Utilities
150
+ 5.49%
$102.24 - $109.76 $15.3K - $16.5K
2.88K $297M
VICI
Vici Properties Inc.

Real Estate
67
+ 0.5%
$29.41 - $32.97 $1.97K - $2.21K
13.5K $434M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
32
+ 0.24%
$10.78 - $11.57 $345 - $370
13.4K $151M
WM
Waste Management Inc

Industrials
1
+ 0.08%
$216.47 - $242.1 $216 - $242
1.24K $283M
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.07%
$876.56 - $1003.53 $1.75K - $2.01K
2.92K $2.8B
KIM
Kimco Realty Corp

Real Estate
98
+ 0.46%
$18.7 - $21.69 $1.83K - $2.13K
21.3K $446M
OWL
Blue Owl Capital Inc.

Financial Services
253
+ 1.54%
$15.9 - $21.16 $4.02K - $5.35K
16.6K $324M
O
Realty Income Corp

Real Estate
58
+ 0.7%
$52.27 - $58.52 $3.03K - $3.39K
8.34K $476M
DUK
Duke Energy Corp

Utilities
62
+ 1.88%
$112.46 - $124.05 $6.97K - $7.69K
3.37K $394M
LEN
Lennar Corp

Consumer Cyclical
6
+ 0.19%
$102.76 - $115.66 $617 - $694
3.15K $347M
NEWT
Newtek Business Services Corp.

Financial Services
219
+ 0.86%
$9.54 - $12.17 $2.09K - $2.67K
25.6K $289M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
266
+ 1.36%
$9.18 - $11.13 $2.44K - $2.96K
19.9K $204M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.47%
$157.66 - $172.39 $1.26K - $1.38K
1.7K $272M
PFE
Pfizer Inc

Healthcare
53
+ 0.31%
$21.59 - $24.84 $1.14K - $1.32K
17K $412M
AJG
Arthur J. Gallagher & Co.

Financial Services
8
+ 1.02%
$310.86 - $348.77 $2.49K - $2.79K
790 $251M
CMCSA
Comcast Corp

Communication Services
112
+ 0.67%
$32.84 - $36.72 $3.68K - $4.11K
16.9K $597M
PRU
Prudential Financial Inc

Financial Services
12
+ 0.23%
$95.12 - $112.71 $1.14K - $1.35K
5.27K $565M
SNA
Snap On Inc

Industrials
4
+ 0.4%
$292.36 - $342.2 $1.17K - $1.37K
996 $310M
KO
Coca Cola CO

Consumer Defensive
53
+ 0.24%
$68.37 - $73.9 $3.62K - $3.92K
22.1K $1.55B
GOOD
Gladstone Commercial Corp

Real Estate
164
+ 0.36%
$13.16 - $15.07 $2.16K - $2.47K
45.2K $644M
MDT
Medtronic PLC

Healthcare
31
+ 0.36%
$80.68 - $88.86 $2.5K - $2.75K
8.76K $754M
INVH
Invitation Homes Inc.

Real Estate
54
+ 0.33%
$30.53 - $35.47 $1.65K - $1.92K
16.2K $530M
BFS
Saul Centers, Inc.

Real Estate
383
+ 1.24%
$32.21 - $36.42 $12.3K - $13.9K
31.2K $1.07B
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.04%
$73.47 - $87.12 $147 - $174
5.12K $405M
WY
Weyerhaeuser CO

Real Estate
51
+ 0.27%
$24.69 - $29.48 $1.26K - $1.5K
18.8K $487M
VZ
Verizon Communications Inc

Communication Services
198
+ 0.75%
$41.67 - $45.62 $8.25K - $9.03K
26.5K $1.12B
JNJ
Johnson & Johnson

Healthcare
8
+ 0.14%
$146.36 - $159.82 $1.17K - $1.28K
5.74K $875M
XOM
Exxon Mobil Corp

Energy
70
+ 0.74%
$99.93 - $119.04 $7K - $8.33K
9.47K $1.04B
CVX
Chevron Corp

Energy
367
+ 6.11%
$133.73 - $168.51 $49.1K - $61.8K
6.37K $916M
DEO
Diageo PLC

Consumer Defensive
72
+ 0.25%
$99.86 - $115.75 $7.19K - $8.33K
28.3K $2.84B
FDX
Fedex Corp

Industrials
15
+ 0.17%
$198.07 - $245.17 $2.97K - $3.68K
8.8K $2.01B
UPS
United Parcel Service Inc

Industrials
214
+ 1.26%
$91.92 - $110.2 $19.7K - $23.6K
17.2K $1.74B
Sinclair Inc
254
+ 0.44%
N/A
57.6K $778M
BMY
Bristol Myers Squibb CO

Healthcare
9
+ 0.09%
$44.12 - $59.6 $397 - $536
10.5K $487M
GIS
General Mills Inc

Consumer Defensive
71
+ 0.36%
$50.37 - $60.97 $3.58K - $4.33K
19.9K $1.01B
CTRA
Coterra Energy Inc.

Energy
580
+ 0.88%
$22.6 - $29.07 $13.1K - $16.9K
66.4K $1.7B
AAPL
Apple Inc.

Technology
33
+ 0.09%
$172.42 - $223.89 $5.69K - $7.39K
37.9K $7.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 0.39%
$483.48 - $539.8 $49.8K - $55.6K
26.5K $12.9B
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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