Beacon Investment Advisory Services, Inc. Purchases in Q2 2025

Beacon Investment Advisory Services, Inc.

  • $2.25 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALGN
Align Technology Inc

Healthcare
1.95K
New
$144.32 - $190.42 $281K - $371K
1.95K $368K
ADP
Automatic Data Processing Inc

Industrials
930
+ 3.77%
$276.76 - $326.81 $257K - $304K
25.6K $7.89M
KO
Coca Cola CO

Consumer Defensive
4.92K
+ 74.89%
$68.37 - $73.9 $336K - $364K
11.5K $812K
DUK
Duke Energy Corp

Utilities
4.37K
+ 8.51%
$112.46 - $124.05 $492K - $542K
55.7K $6.58M
AXP
American Express CO

Financial Services
94
+ 1.92%
$231.39 - $318.98 $21.8K - $30K
4.99K $1.59M
SHOP
Shopify Inc.

Technology
2.35K
New
$76.89 - $115.35 $181K - $271K
2.35K $271K
PLTR
Palantir Technologies Inc.

Technology
1.7K
New
$74.01 - $144.25 $126K - $245K
1.7K $231K
CGDV
Capital Group Divid Value ETF

ETFs
5.85K
New
$31.93 - $39.49 $187K - $231K
5.85K $231K
CEG
Constellation Energy Corp

Utilities
710
New
$170.96 - $322.76 $121K - $229K
710 $229K
AON
Aon PLC

Financial Services
639
New
$335.85 - $398.81 $215K - $255K
639 $227K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.03K
New
$82.51 - $109.2 $168K - $222K
2.03K $221K
TD
Toronto Dominion Bank

Financial Services
2.96K
New
$55.71 - $73.45 $165K - $218K
2.96K $217K
CFG
Citizens Financial Group Inc

Financial Services
4.83K
New
$34.27 - $44.75 $165K - $216K
4.83K $216K
XLK
Technology Sector Spdr

ETFs
830
New
$179.73 - $253.23 $149K - $210K
830 $210K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.91K
New
$82.96 - $110.1 $158K - $210K
1.91K $209K
ROK
Rockwell Automation, Inc

Industrials
630
New
$218.97 - $332.17 $138K - $209K
630 $209K
STT
State Street Corp

Financial Services
1.92K
New
$75.33 - $106.34 $145K - $204K
1.92K $204K
MMM
3 M CO

Industrials
1.09K
+ 60.22%
$126.09 - $154.15 $137K - $168K
2.9K $441K
GS
Goldman Sachs Group Inc

Financial Services
50
+ 9.54%
$462.22 - $707.75 $23.1K - $35.4K
574 $406K
ITA
Ishares Tr

ETFs
100
+ 4.53%
$135.31 - $188.64 $13.5K - $18.9K
2.31K $435K
XOM
Exxon Mobil Corp

Energy
3.64K
+ 13.79%
$99.93 - $119.04 $363K - $433K
30K $3.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
366
+ 1.39%
$19.6 - $24.44 $7.17K - $8.95K
26.7K $652K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
200
+ 1.33%
$51.16 - $62.02 $10.2K - $12.4K
15.3K $946K
AOM
Ishares Tr Core Moderate Alloc

ETFs
540
+ 3.09%
$41.55 - $46.04 $22.4K - $24.9K
18K $830K
GLD
Spdr Gold Trust

ETFs
57
+ 2.47%
$273.71 - $316.29 $15.6K - $18K
2.37K $720K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
400
+ 16.24%
$121.58 - $136.74 $48.6K - $54.7K
2.86K $388K
T
At&T Inc.

Communication Services
754
+ 2.0%
$26.33 - $28.94 $19.9K - $21.8K
38.5K $1.11M
MTB
M&T Bank Corp

Financial Services
8
+ 0.29%
$156.58 - $193.99 $1.25K - $1.55K
2.78K $538K
VZ
Verizon Communications Inc

Communication Services
1.65K
+ 12.27%
$41.67 - $45.62 $68.6K - $75.1K
15.1K $651K
TRV
Travelers Companies, Inc.

Financial Services
121
+ 13.01%
$233.83 - $276.34 $28.3K - $33.4K
1.05K $281K
AZN
Astrazeneca PLC

Healthcare
637
+ 8.55%
$64.87 - $75.0 $41.3K - $47.8K
8.09K $565K
PCYO
Pure Cycle Corp

Utilities
1K
+ 7.6%
$9.86 - $11.0 $9.86K - $11K
14.2K $151K
Ge Vernova Inc
1.24K
New
N/A
1.24K $0
Kenvue Inc
18.6K
+ 7.13%
N/A
280K $0
MO
Altria Group, Inc.

Consumer Defensive
153
+ 2.18%
$55.56 - $60.91 $8.5K - $9.32K
7.18K $420K
ITW
Illinois Tool Works Inc

Industrials
349
+ 0.27%
$218.41 - $252.43 $76.2K - $88.1K
129K $31.9M
AES
Aes Corp

Utilities
18
+ 0.14%
$9.63 - $12.55 $173 - $226
13.3K $140K
ACN
Accenture PLC

Technology
580
+ 3.78%
$279.23 - $323.21 $162K - $187K
15.9K $4.75M
PG
Procter & Gamble CO

Consumer Defensive
46
+ 0.83%
$157.66 - $172.39 $7.25K - $7.93K
5.61K $892K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 4.28%
$483.48 - $539.8 $166K - $185K
8.35K $4.06M
PEP
Pepsico Inc

Consumer Defensive
2.89K
+ 6.81%
$128.02 - $151.37 $370K - $438K
45.3K $5.99M
ABBV
Abb Vie Inc.

Healthcare
6.39K
+ 8.44%
$170.16 - $206.27 $1.09M - $1.32M
82.1K $15.2M
CVX
Chevron Corp

Energy
3.2K
+ 6.45%
$133.73 - $168.51 $428K - $539K
52.8K $7.56M
Activity Summary
Buys All Purchases 94 New Holdings 24 Increased Positions 70 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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