Beacon Investment Advisors LLC Sells in Q2 2025

Beacon Investment Advisors LLC

  • $232 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
-2.91K
- 74.88%
$164.6 - $238.02 $478K - $692K
975 $231M
CVS
Cvs Health Corp

Healthcare
-5.2K
- 43.3%
$60.04 - $70.18 $312K - $365K
6.81K $466M
CMI
Cummins Inc

Industrials
-912
- 18.21%
$267.12 - $336.65 $244K - $307K
4.1K $1.33B
BAX
Baxter International Inc

Healthcare
-398
- 0.83%
$27.8 - $34.02 $11.1K - $13.5K
47.5K $1.44B
RWT
Redwood Trust Inc

Real Estate
-3.11K
- 1.26%
$4.95 - $6.22 $15.4K - $19.4K
243K $1.42B
COP
Conocophillips

Energy
-266
- 8.45%
$82.66 - $106.1 $22K - $28.2K
2.88K $260M
Kenvue Inc
-116
- 0.69%
N/A
16.7K $348M
PSX
Phillips 66

Energy
-113
- 1.2%
$92.87 - $125.73 $10.5K - $14.2K
9.32K $1.11B
UTZ
Utz Brands, Inc.

Consumer Defensive
-516
- 2.15%
$11.62 - $14.29 $6K - $7.37K
23.5K $292M
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
-22
- 0.05%
$14.4 - $18.8 $317 - $414
42.5K $606M
LUV
Southwest Airlines CO

Industrials
-73
- 0.47%
$24.04 - $34.36 $1.75K - $2.51K
15.5K $500M
HTLD
Heartland Express Inc

Industrials
-38
- 0.12%
$7.37 - $9.3 $280 - $353
32.9K $285M
WRE
Washington Real Estate Investment Trust
-3
- 0.03%
N/A
10.3K $164M
GPC
Genuine Parts CO

Consumer Cyclical
-109
- 1.27%
$105.54 - $129.09 $11.5K - $14.1K
8.5K $1.02B
PWV
Invesco Exchange Traded Fd Tr

ETFs
-28
- 0.68%
$52.26 - $62.14 $1.46K - $1.74K
4.1K $253M
KMI
Kinder Morgan, Inc.

Energy
-1
- -0.0%
$25.21 - $29.4 $25.2 - $29.4
20.5K $593M
NVS
Novartis Ag

Healthcare
-1
- 0.03%
$101.96 - $121.01 $102 - $121
3K $360M
IVW
Ishares S&P 500 Growth ETF

ETFs
-141
- 1.51%
$82.96 - $110.1 $11.7K - $15.5K
9.2K $1.01B
GOOGL
Alphabet Inc.

Communication Services
-88
- 0.93%
$144.7 - $178.6 $12.7K - $15.7K
9.38K $1.67B
BAC
Bank Of America Corp

Financial Services
-464
- 0.55%
$34.39 - $47.46 $16K - $22K
83.5K $3.93B
TWI
Titan International Inc

Industrials
-202
- 0.09%
$6.27 - $10.43 $1.27K - $2.11K
237K $2.48B
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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