Beacon Investment Advisory Services, Inc. Incresed Positions in Q2 2025

Beacon Investment Advisory Services, Inc.

  • $2.25 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
60.4K
+ 13.07%
$243.75 - $303.93 $14.7M - $18.4M
523K $159M
PANW
Palo Alto Networks Inc

Technology
64.9K
+ 59.81%
$152.44 - $204.64 $9.9M - $13.3M
174K $35.5M
VEA
Vanguard Ftse Developed Market

ETFs
88.6K
+ 11.84%
$45.65 - $57.01 $4.04M - $5.05M
836K $47.7M
MS
Morgan Stanley

Financial Services
15.2K
+ 5.02%
$99.83 - $140.86 $1.51M - $2.14M
317K $44.7M
TJX
Tjx Companies Inc

Consumer Cyclical
68.6K
+ 31.32%
$119.13 - $135.03 $8.17M - $9.26M
287K $35.5M
CB
Chubb LTD

Financial Services
23.9K
+ 560.0%
$274.32 - $302.46 $6.56M - $7.24M
28.2K $8.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.2K
+ 1.59%
$90.56 - $109.49 $1.2M - $1.45M
842K $92M
ETN
Eaton Corp PLC

Industrials
2.1K
+ 3.98%
$246.52 - $356.99 $517K - $749K
54.8K $19.6M
IAU
Ishares Gold Trust

ETFs
10.3K
+ 1.13%
$56.1 - $64.74 $579K - $668K
920K $57.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.87K
+ 9.0%
$496.48 - $617.85 $1.42M - $1.77M
34.7K $21.5M
FTNT
Fortinet, Inc.

Technology
4.7K
+ 1.74%
$84.71 - $108.69 $398K - $511K
274K $29M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
29.6K
+ 4.51%
$82.21 - $83.12 $2.43M - $2.46M
686K $56.8M
IWM
Ishares Russell 2000 ETF

ETFs
10.3K
+ 59.28%
$174.82 - $215.79 $1.8M - $2.22M
27.6K $5.96M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.2K
+ 9.86%
$96.84 - $99.46 $2.34M - $2.4M
269K $26.7M
CAT
Caterpillar Inc

Industrials
2.44K
+ 9.96%
$273.94 - $388.21 $668K - $947K
26.9K $10.5M
HON
Honeywell International Inc

Industrials
2.43K
+ 3.0%
$182.86 - $232.88 $445K - $566K
83.4K $19.4M
CSCO
Cisco Systems, Inc.

Technology
10K
+ 6.34%
$53.19 - $69.38 $534K - $697K
168K $11.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
34.2K
+ 32.62%
$50.52 - $50.92 $1.73M - $1.74M
139K $7.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.6K
+ 1.75%
$77.94 - $79.5 $978K - $998K
728K $57.9M
IBP
Installed Building Products, Inc.

Consumer Cyclical
6.17K
+ 62.98%
$153.99 - $182.0 $951K - $1.12M
16K $2.88M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.98K
+ 6.12%
$186.58 - $225.78 $556K - $672K
51.7K $11.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.04K
+ 1.86%
$39.89 - $49.46 $161K - $200K
222K $11M
GILD
Gilead Sciences, Inc.

Healthcare
10.2K
+ 11.8%
$96.91 - $113.0 $991K - $1.16M
96.9K $10.7M
GE
General Electric CO

Industrials
3.71K
+ 304.1%
$166.81 - $257.39 $618K - $954K
4.93K $1.27M
VIG
Vanguard Dividend Appreciation

ETFs
5.13K
+ 5.56%
N/A
97.4K $17.7M
SCCO
Southern Copper Corp

Basic Materials
3.85K
+ 7.15%
$75.63 - $104.64 $291K - $403K
57.7K $5.84M
JEF
Jefferies Financial Group Inc.

Financial Services
11.2K
+ 7.56%
$41.06 - $56.09 $462K - $630K
160K $8.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.9K
+ 2.96%
$50.36 - $50.68 $750K - $755K
517K $26.2M
APO
Apollo Global Management, Inc.

Financial Services
3.62K
+ 6.9%
$108.68 - $145.07 $394K - $526K
56.2K $7.97M
NEE
Nextera Energy Inc

Utilities
12.4K
+ 12.38%
$64.11 - $75.0 $796K - $931K
113K $7.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.23K
+ 7.66%
$72.02 - $73.82 $664K - $681K
130K $9.55M
ENB
Enbridge Inc

Energy
11.4K
+ 8.1%
$41.09 - $47.16 $470K - $539K
153K $6.91M
PNW
Pinnacle West Capital Corp

Utilities
10.2K
+ 19.39%
$88.3 - $95.43 $901K - $974K
62.8K $5.62M
AMGN
Amgen Inc

Healthcare
7.33K
+ 16.25%
$262.28 - $309.85 $1.92M - $2.27M
52.4K $14.6M
SNA
Snap On Inc

Industrials
2.97K
+ 19.08%
$292.36 - $342.2 $867K - $1.01M
18.5K $5.76M
APH
Amphenol Corp

Technology
1.64K
+ 18.67%
$59.09 - $98.75 $96.8K - $162K
10.4K $1.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
428
+ 16.93%
$416.06 - $551.64 $178K - $236K
2.96K $1.63M
EQIX
Equinix Inc

Real Estate
676
+ 10.58%
$740.07 - $914.43 $500K - $618K
7.07K $5.62M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.51K
+ 6.77%
$47.46 - $55.3 $309K - $360K
103K $5.65M
VLO
Valero Energy Corp

Energy
2.37K
+ 8.54%
$104.69 - $141.77 $248K - $336K
30.2K $4.05M
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
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
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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