Beacon Investment Advisors LLC Portfolio Holdings

Beacon Investment Advisors LLC

  • $195 Billion
  • Q2 2024

Beacon Investment Advisors LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.4B, Berkshire Hathaway Inc Class B with a value of $10.7B, Apple Inc. with a value of $7.89B, Constellium Se with a value of $5.73B, and Applied Materials Inc with a value of $5.58B.

Examining the 13F form we can see an increase of $20B in the current position value, from $175B to 195B.

Beacon Investment Advisors LLC is based out at Gaithersburg, MD

Below you can find more details about Beacon Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
Technology: $44.1 Billion
Industrials: $35.7 Billion
Financial Services: $27.1 Billion
Consumer Cyclical: $25.9 Billion
Consumer Defensive: $17.3 Billion
Real Estate: $11.8 Billion
Energy: $9.78 Billion
Healthcare: $7.72 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Rwt Hldgs Inc
-
$19.4 Million 0.01% of portfolio
-
Q2 2024 Added 33.33%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $195 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 18 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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