Beacon Investment Advisory Services, Inc. Incresed Positions in Q3 2024

Beacon Investment Advisory Services, Inc.

  • $2.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.3K
+ 1.6%
$105.53 - $118.34 $1.41M - $1.58M
846K $99M
NVR
Nvr Inc

Consumer Cyclical
4
+ 0.17%
$7421.51 - $9811.8 $29.7K - $39.2K
2.32K $22.8M
VEA
Vanguard Ftse Developed Market

ETFs
32K
+ 5.27%
$47.6 - $53.31 $1.52M - $1.7M
639K $33.7M
ZTS
Zoetis Inc.

Healthcare
1.16K
+ 0.81%
$172.58 - $196.48 $199K - $227K
144K $28.1M
FTNT
Fortinet, Inc.

Technology
8.42K
+ 5.36%
$55.39 - $77.55 $466K - $653K
165K $12.8M
ISRG
Intuitive Surgical Inc

Healthcare
99
+ 0.14%
$416.14 - $494.01 $41.2K - $48.9K
71.2K $35M
TTD
Trade Desk, Inc.

Technology
2.08K
+ 1.03%
$83.08 - $110.79 $173K - $230K
204K $22.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
+ 7.98%
$96.25 - $101.98 $1.53M - $1.63M
216K $21.8M
SYK
Stryker Corp

Healthcare
2.51K
+ 3.79%
$315.94 - $371.96 $791K - $932K
68.6K $24.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.46K
+ 0.99%
$76.94 - $79.54 $574K - $593K
763K $60.6M
JEF
Jefferies Financial Group Inc.

Financial Services
3.52K
+ 2.2%
$49.97 - $62.49 $176K - $220K
163K $10.1M
CSCO
Cisco Systems, Inc.

Technology
26.4K
+ 23.1%
$44.74 - $53.22 $1.18M - $1.41M
141K $7.5M
IVV
Ishares Core S&P 500 ETF

ETFs
325
+ 0.56%
$520.18 - $576.82 $169K - $187K
58.4K $33.7M
MS
Morgan Stanley

Financial Services
998
+ 0.43%
$92.07 - $106.96 $91.9K - $107K
234K $24.3M
APO
Apollo Global Management, Inc.

Financial Services
12.8K
+ 142.13%
$99.16 - $125.81 $1.27M - $1.61M
21.8K $2.72M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.74K
+ 0.97%
$81.31 - $83.29 $548K - $562K
704K $58.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
29.6K
+ 39.91%
$50.61 - $50.96 $1.5M - $1.51M
104K $5.29M
CAT
Caterpillar Inc

Industrials
752
+ 3.7%
$316.8 - $391.12 $238K - $294K
21.1K $8.24M
VIG
Vanguard Dividend Appreciation

ETFs
7.49K
+ 9.83%
$182.15 - $182.15 $1.36M - $1.36M
83.7K $15.3M
GILD
Gilead Sciences, Inc.

Healthcare
1.05K
+ 1.39%
$66.59 - $83.99 $69.8K - $88K
76.6K $6.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
538
+ 1.87%
$517.38 - $573.86 $278K - $309K
29.3K $16.8M
AVGO
Broadcom Inc.

Technology
95.8K
+ 892.83%
$136.27 - $1745.86 $13.1M - $167M
107K $18.4M
EQIX
Equinix Inc

Real Estate
507
+ 9.68%
$749.0 - $890.01 $380K - $451K
5.74K $5.1M
NVDA
Nvidia Corp

Technology
15.1K
+ 4.48%
$98.91 - $134.91 $1.49M - $2.04M
352K $42.7M
ETN
Eaton Corp PLC

Industrials
575
+ 1.26%
$272.52 - $333.02 $157K - $191K
46.3K $15.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.3K
+ 3.2%
$50.25 - $50.74 $769K - $777K
494K $25.1M
ADP
Automatic Data Processing Inc

Industrials
254
+ 1.28%
$233.44 - $279.45 $59.3K - $71K
20.1K $5.57M
DUK
Duke Energy Corp

Utilities
985
+ 2.23%
$99.35 - $117.71 $97.9K - $116K
45.2K $5.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
491
+ 5.13%
$405.19 - $478.57 $199K - $235K
10.1K $4.64M
ENB
Enbridge Inc

Energy
2.09K
+ 1.62%
$35.27 - $41.18 $73.7K - $86.1K
131K $5.33M
PNW
Pinnacle West Capital Corp

Utilities
1.47K
+ 3.11%
$75.52 - $91.31 $111K - $134K
48.6K $4.3M
SCCO
Southern Copper Corp

Basic Materials
2.52K
+ 5.37%
$94.1 - $120.43 $237K - $303K
49.4K $5.71M
AMGN
Amgen Inc

Healthcare
746
+ 1.79%
$309.38 - $337.38 $231K - $252K
42.4K $13.7M
TRMB
Trimble Inc.

Technology
6.48K
+ 23.38%
$49.82 - $62.06 $323K - $402K
34.2K $2.12M
LLY
Eli Lilly & CO

Healthcare
906
+ 4.76%
$772.14 - $960.02 $700K - $870K
20K $17.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
829
+ 0.77%
$71.45 - $75.64 $59.2K - $62.7K
109K $8.17M
META
Meta Platforms, Inc.

Communication Services
365
+ 15.48%
$453.41 - $572.44 $165K - $209K
2.72K $1.56M
NKE
Nike, Inc.

Consumer Cyclical
3.35K
+ 74.82%
$71.09 - $89.44 $238K - $300K
7.83K $691K
MCD
Mcdonalds Corp

Consumer Cyclical
115
+ 2.07%
$245.82 - $304.51 $28.3K - $35K
5.68K $1.73M
PANW
Palo Alto Networks Inc

Technology
484
+ 0.97%
$294.18 - $368.01 $142K - $178K
50.4K $17.2M
IWM
Ishares Russell 2000 ETF

ETFs
59
+ 0.37%
$200.87 - $224.6 $11.9K - $13.3K
15.8K $3.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
14.1K
+ 93.36%
$128.47 - $280.94 $1.81M - $3.95M
29.1K $4.51M
ORCL
Oracle Corp

Technology
95
+ 1.23%
$125.9 - $170.35 $12K - $16.2K
7.83K $1.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.39K
+ 3.67%
$147.95 - $191.05 $205K - $265K
39.2K $6.81M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
198
+ 0.73%
$1024.09 - $1201.76 $203K - $238K
27.2K $28.6M
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
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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