Beacon Investment Advisory Services, Inc. Incresed Positions in Q1 2025

Beacon Investment Advisory Services, Inc.

  • $2.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
63K
+ 26.38%
$111.68 - $141.08 $7.04M - $8.89M
302K $35.2M
VEA
Vanguard Ftse Developed Market

ETFs
60K
+ 8.73%
$47.4 - $52.99 $2.85M - $3.18M
748K $38M
ACN
Accenture PLC

Technology
12.9K
+ 524.32%
$300.91 - $398.25 $3.87M - $5.13M
15.3K $4.78M
APO
Apollo Global Management, Inc.

Financial Services
31.7K
+ 151.6%
$126.01 - $172.06 $3.99M - $5.45M
52.5K $7.19M
AMGN
Amgen Inc

Healthcare
3.29K
+ 7.86%
$258.59 - $327.36 $850K - $1.08M
45.1K $14.1M
ABBV
Abb Vie Inc.

Healthcare
2.04K
+ 2.77%
$169.2 - $216.66 $345K - $441K
75.7K $15.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.7K
+ 9.24%
$95.85 - $99.25 $1.99M - $2.06M
245K $24.2M
GILD
Gilead Sciences, Inc.

Healthcare
6.43K
+ 8.01%
$89.14 - $117.41 $573K - $755K
86.7K $9.71M
GWW
W.W. Grainger, Inc.

Industrials
2K
+ 539.73%
$953.54 - $1132.42 $1.9M - $2.26M
2.37K $2.34M
DRI
Darden Restaurants Inc

Consumer Cyclical
4.35K
+ 9.8%
$180.02 - $208.56 $782K - $906K
48.7K $10.1M
PEP
Pepsico Inc

Consumer Defensive
11.4K
+ 36.89%
$142.64 - $156.42 $1.63M - $1.79M
42.5K $6.37M
ADP
Automatic Data Processing Inc

Industrials
4.18K
+ 20.43%
$286.85 - $318.64 $1.2M - $1.33M
24.6K $7.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.03K
+ 1.28%
$77.7 - $78.94 $701K - $712K
716K $56.5M
FTNT
Fortinet, Inc.

Technology
8.54K
+ 3.27%
$92.49 - $114.57 $790K - $978K
269K $25.9M
SHW
Sherwin Williams CO

Basic Materials
1.7K
+ 2.38%
$330.16 - $365.55 $562K - $623K
73.2K $25.5M
DUK
Duke Energy Corp

Utilities
3.84K
+ 8.08%
$105.87 - $121.97 $406K - $468K
51.4K $6.26M
CSCO
Cisco Systems, Inc.

Technology
11K
+ 7.44%
$58.74 - $64.87 $644K - $711K
158K $9.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.6K
+ 3.19%
$50.39 - $50.66 $784K - $788K
503K $25.4M
VIG
Vanguard Dividend Appreciation

ETFs
4.92K
+ 5.64%
N/A
92.3K $16.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.18K
+ 0.64%
$81.83 - $82.73 $342K - $346K
656K $54.3M
PNW
Pinnacle West Capital Corp

Utilities
2.75K
+ 5.5%
$81.76 - $95.25 $224K - $261K
52.6K $5.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.37K
+ 6.52%
$71.17 - $73.66 $525K - $543K
120K $8.85M
ENB
Enbridge Inc

Energy
9.07K
+ 6.87%
$41.54 - $45.45 $377K - $412K
141K $6.25M
SNA
Snap On Inc

Industrials
1.87K
+ 13.7%
$324.09 - $358.62 $607K - $672K
15.5K $5.24M
CB
Chubb LTD

Financial Services
1.67K
+ 64.41%
$257.71 - $301.99 $431K - $506K
4.27K $1.29M
VLO
Valero Energy Corp

Energy
2.33K
+ 9.17%
$121.76 - $142.99 $284K - $334K
27.8K $3.67M
TGT
Target Corp

Consumer Defensive
12K
+ 50.4%
$103.65 - $142.5 $1.24M - $1.7M
35.7K $3.73M
SCCO
Southern Copper Corp

Basic Materials
4.26K
+ 8.58%
$85.92 - $101.48 $366K - $432K
53.9K $5.03M
QCOM
Qualcomm Inc

Technology
2.89K
+ 3.52%
$151.94 - $175.86 $439K - $509K
85K $13.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.13K
+ 0.52%
$42.5 - $46.71 $47.9K - $52.6K
218K $9.85M
NEE
Nextera Energy Inc

Utilities
5.3K
+ 5.58%
$66.96 - $76.16 $355K - $403K
100K $7.11M
TJX
Tjx Companies Inc

Consumer Cyclical
515
+ 0.24%
$112.81 - $126.16 $58.1K - $65K
219K $26.7M
WMT
Walmart Inc.

Consumer Defensive
3.03K
+ 56.05%
$84.5 - $105.05 $256K - $318K
8.43K $739K
PM
Philip Morris International Inc.

Consumer Defensive
112
+ 1.86%
$117.15 - $158.79 $13.1K - $17.8K
6.14K $973K
V
Visa Inc.

Financial Services
158
+ 4.52%
$306.92 - $362.71 $48.5K - $57.3K
3.65K $1.28M
MCO
Moodys Corp

Financial Services
443
+ 9.29%
$437.8 - $527.48 $194K - $234K
5.21K $2.43M
VEU
Vanguard Ftse All World Ex Us

ETFs
790
+ 2.13%
$56.51 - $62.98 $44.6K - $49.8K
37.8K $2.3M
XLF
Financial Sector Spdr

ETFs
2.99K
+ 64.61%
$47.32 - $52.19 $141K - $156K
7.62K $379K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.16K
+ 30.47%
$56.12 - $68.15 $65.2K - $79.2K
4.98K $337K
MO
Altria Group, Inc.

Consumer Defensive
1.04K
+ 17.32%
$50.81 - $60.02 $52.7K - $62.2K
7.02K $421K
AFL
Aflac Inc

Financial Services
300
+ 3.7%
$100.99 - $111.19 $30.3K - $33.4K
8.41K $934K
AZN
Astrazeneca PLC

Healthcare
439
+ 6.26%
$65.37 - $77.96 $28.7K - $34.2K
7.45K $547K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
167
+ 14.2%
$208.48 - $244.03 $34.8K - $40.8K
1.34K $327K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
375
+ 17.96%
$128.74 - $138.67 $48.3K - $52K
2.46K $334K
STX
Seagate Technology Holdings PLC

Technology
703
+ 18.01%
$84.92 - $108.42 $59.7K - $76.2K
4.61K $391K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.79K
+ 13.52%
$57.21 - $65.8 $103K - $118K
15.1K $878K
BMY
Bristol Myers Squibb CO

Healthcare
212
+ 2.7%
$53.9 - $63.11 $11.4K - $13.4K
8.06K $491K
UL
Unilever PLC

Consumer Defensive
450
+ 10.5%
$54.72 - $60.29 $24.6K - $27.1K
4.74K $281K
C
Citigroup Inc

Financial Services
493
+ 12.34%
$67.23 - $84.63 $33.1K - $41.7K
4.49K $318K
Activity Summary
Buys All Purchases 93 New Holdings 6 Increased Positions 87 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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