Beacon Investment Advisory Services, Inc. Purchases in Q3 2024

Beacon Investment Advisory Services, Inc.

  • $2.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
4.63K
New
$40.84 - $45.74 $189K - $212K
4.63K $209K
GE
General Electric CO

Industrials
1.11K
New
$156.66 - $189.66 $174K - $210K
1.11K $208K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
392
New
$475.2 - $527.7 $186K - $207K
392 $206K
HUBB
Hubbell Inc

Industrials
475
New
$355.55 - $428.48 $169K - $204K
475 $203K
MIDD
Middleby Corp

Industrials
1.46K
New
$119.13 - $144.82 $174K - $212K
1.46K $203K
AFL
Aflac Inc

Financial Services
1
+ 0.01%
$88.52 - $111.8 $88.5 - $112
8.11K $906K
XOM
Exxon Mobil Corp

Energy
525
+ 1.94%
$109.72 - $119.0 $57.6K - $62.5K
27.6K $3.24M
VO
Vanguard Mid Cap ETF

ETFs
250
+ 13.87%
$237.84 - $263.83 $59.5K - $66K
2.05K $541K
MTB
M&T Bank Corp

Financial Services
130
+ 4.78%
$146.49 - $179.85 $19K - $23.4K
2.85K $507K
KO
Coca Cola CO

Consumer Defensive
522
+ 8.13%
$62.69 - $73.01 $32.7K - $38.1K
6.94K $498K
VB
Vanguard Small Cap ETF

ETFs
242
+ 16.23%
$214.77 - $237.72 $52K - $57.5K
1.73K $411K
SCHX
Schwab Strategic Tr Us Large C

ETFs
976
+ 20.46%
$61.11 - $67.85 $59.6K - $66.2K
5.75K $389K
V
Visa Inc.

Financial Services
111
+ 2.78%
$253.74 - $291.56 $28.2K - $32.4K
4.1K $1.13M
AIG
American International Group, Inc.

Financial Services
1.97K
+ 3.01%
$70.16 - $79.23 $138K - $156K
67.3K $4.93M
WMT
Walmart Inc.

Consumer Defensive
135
+ 2.68%
$66.91 - $81.4 $9.03K - $11K
5.18K $417K
MO
Altria Group, Inc.

Consumer Defensive
934
+ 18.62%
$45.95 - $54.71 $42.9K - $51.1K
5.95K $303K
CME
Cme Group Inc.

Financial Services
83
+ 3.49%
$193.43 - $220.62 $16.1K - $18.3K
2.46K $542K
PG
Procter & Gamble CO

Consumer Defensive
49
+ 0.78%
$160.76 - $177.82 $7.88K - $8.71K
6.35K $1.1M
CSX
Csx Corp

Industrials
1.5K
+ 20.85%
$32.48 - $35.45 $48.7K - $53.2K
8.69K $300K
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 0.01%
$28.13 - $32.83 $56.3 - $65.7
14.1K $458K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 1.06%
$434.77 - $502.96 $9.56K - $11.1K
2.1K $1.02M
EMR
Emerson Electric CO

Industrials
300
+ 5.24%
$98.19 - $118.87 $29.5K - $35.7K
6.02K $658K
KMB
Kimberly Clark Corp

Consumer Defensive
100
+ 5.27%
$135.05 - $148.35 $13.5K - $14.8K
2K $284K
VGT
Vanguard Information Technolog

ETFs
9
+ 0.57%
$514.43 - $606.85 $4.63K - $5.46K
1.58K $927K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.5K
+ 10.07%
$7.86 - $8.77 $11.8K - $13.2K
16.4K $142K
BAC
Bank Of America Corp

Financial Services
231
+ 1.12%
$36.65 - $44.13 $8.47K - $10.2K
20.9K $828K
Bunge Global Sa
798
+ 1.98%
N/A
41.1K $0
Te Connectivity PLC
2.3K
New
N/A
2.3K $0
APH
Amphenol Corp

Technology
2
+ 0.02%
$58.39 - $70.41 $117 - $141
8.7K $567K
CVX
Chevron Corp

Energy
1.26K
+ 2.64%
$137.88 - $161.97 $174K - $204K
49.1K $7.22M
VLO
Valero Energy Corp

Energy
906
+ 3.6%
$132.81 - $163.48 $120K - $148K
26.1K $3.52M
GOOG
Alphabet Inc.

Communication Services
85
+ 0.15%
$149.54 - $192.66 $12.7K - $16.4K
56.1K $9.37M
MRK
Merck & Co., Inc.

Healthcare
482
+ 0.41%
$111.15 - $128.97 $53.6K - $62.2K
118K $13.4M
MSFT
Microsoft Corp

Technology
1.69K
+ 1.03%
$395.15 - $467.56 $669K - $792K
166K $71.3M
QCOM
Qualcomm Inc

Technology
1.27K
+ 1.6%
$156.12 - $209.64 $198K - $266K
80.7K $13.7M
AMAT
Applied Materials Inc

Technology
544
+ 0.55%
$174.88 - $254.97 $95.1K - $139K
100K $20.3M
Activity Summary
Buys All Purchases 87 New Holdings 10 Increased Positions 77 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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