Beacon Investment Advisory Services, Inc. Incresed Positions in Q3 2025

Beacon Investment Advisory Services, Inc.

  • $2.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
35.8K
+ 22.63%
$491.09 - $535.64 $17.6M - $19.2M
194K $100M
VTI
Vanguard Total Stock Market Et

ETFs
3.6K
+ 0.69%
$303.93 - $329.86 $1.09M - $1.19M
526K $173M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46.2K
+ 5.49%
$108.46 - $120.63 $5.01M - $5.57M
888K $106M
IDXX
Idexx Laboratories Inc

Healthcare
7.62K
+ 15.66%
$514.61 - $682.78 $3.92M - $5.2M
56.2K $35.9M
IAU
Ishares Gold Trust

ETFs
3.51K
+ 0.38%
$61.62 - $72.77 $216K - $255K
923K $67.2M
NOW
Service Now, Inc.

Technology
10.8K
+ 685.92%
$850.86 - $1044.69 $9.16M - $11.3M
12.3K $11.4M
TJX
Tjx Companies Inc

Consumer Cyclical
15.3K
+ 5.33%
$121.35 - $144.54 $1.86M - $2.21M
303K $43.8M
VEA
Vanguard Ftse Developed Market

ETFs
96.1K
+ 11.49%
$56.02 - $60.3 $5.38M - $5.79M
933K $55.9M
MCO
Moodys Corp

Financial Services
10.9K
+ 279.81%
$472.69 - $521.32 $5.14M - $5.66M
14.7K $7.03M
ABBV
Abb Vie Inc.

Healthcare
1.17K
+ 1.43%
$184.85 - $231.54 $217K - $272K
83.3K $19.3M
HD
Home Depot, Inc.

Consumer Cyclical
792
+ 0.98%
$357.4 - $423.42 $283K - $335K
81.8K $33.1M
CAT
Caterpillar Inc

Industrials
1.21K
+ 4.5%
$390.92 - $477.15 $474K - $578K
28.1K $13.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
+ 3.44%
$224.68 - $282.71 $357K - $449K
47.7K $13.3M
JEF
Jefferies Financial Group Inc.

Financial Services
7.05K
+ 4.41%
$54.67 - $70.36 $386K - $496K
167K $10.9M
SNA
Snap On Inc

Industrials
4.36K
+ 23.56%
$313.01 - $346.53 $1.37M - $1.51M
22.9K $7.93M
ALL
Allstate Corp

Financial Services
8.22K
+ 29.4%
$192.0 - $214.65 $1.58M - $1.76M
36.2K $7.76M
WM
Waste Management Inc

Industrials
10.5K
+ 38.14%
$213.88 - $237.1 $2.24M - $2.49M
38K $8.39M
NOC
Northrop Grumman Corp

Industrials
207
+ 1.29%
$498.9 - $609.32 $103K - $126K
16.3K $9.94M
ETN
Eaton Corp PLC

Industrials
1.68K
+ 3.07%
$342.99 - $392.76 $577K - $661K
56.5K $21.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.57K
+ 3.87%
$49.43 - $54.52 $424K - $467K
230K $12.5M
SCCO
Southern Copper Corp

Basic Materials
2.26K
+ 3.92%
$90.54 - $121.36 $205K - $275K
60K $7.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.1K
+ 4.12%
$97.75 - $100.75 $1.08M - $1.12M
280K $28.1M
CSCO
Cisco Systems, Inc.

Technology
22.6K
+ 13.4%
$66.2 - $71.79 $1.49M - $1.62M
191K $13.1M
VLO
Valero Energy Corp

Energy
1.59K
+ 5.27%
$131.77 - $175.63 $210K - $279K
31.7K $5.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
789
+ 5.88%
$567.77 - $614.76 $448K - $485K
14.2K $8.69M
CB
Chubb LTD

Financial Services
4.53K
+ 16.07%
$265.99 - $289.59 $1.21M - $1.31M
32.7K $9.24M
ENB
Enbridge Inc

Energy
5.32K
+ 3.49%
$43.79 - $50.46 $233K - $268K
158K $7.97M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.8K
+ 1.72%
$82.38 - $83.0 $970K - $977K
697K $57.8M
QCOM
Qualcomm Inc

Technology
3.03K
+ 4.07%
$145.84 - $173.55 $442K - $526K
77.4K $12.9M
NEE
Nextera Energy Inc

Utilities
3.83K
+ 3.4%
$69.77 - $77.54 $267K - $297K
117K $8.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.15K
+ 0.85%
$78.96 - $80.04 $486K - $493K
734K $58.7M
ACWI
Ishares Msci Acwi ETF

ETFs
1.82K
+ 3.92%
$128.32 - $138.41 $233K - $251K
48.1K $6.65M
APO
Apollo Global Management, Inc.

Financial Services
8.22K
+ 14.64%
$131.55 - $156.05 $1.08M - $1.28M
64.4K $8.58M
DUK
Duke Energy Corp

Utilities
2.1K
+ 3.76%
$116.31 - $125.93 $244K - $264K
57.8K $7.16M
PEP
Pepsico Inc

Consumer Defensive
1.34K
+ 2.96%
$133.81 - $152.16 $179K - $204K
46.7K $6.56M
ORCL
Oracle Corp

Technology
63
+ 0.74%
$218.96 - $328.33 $13.8K - $20.7K
8.56K $2.41M
AMGN
Amgen Inc

Healthcare
1.15K
+ 2.19%
$271.18 - $309.22 $311K - $355K
53.6K $15.1M
GILD
Gilead Sciences, Inc.

Healthcare
4.2K
+ 4.33%
$108.22 - $120.47 $454K - $505K
101K $11.2M
CAH
Cardinal Health Inc

Healthcare
2.85K
+ 125.42%
$146.04 - $167.63 $417K - $478K
5.13K $804K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.45K
+ 2.66%
$72.57 - $74.72 $250K - $258K
133K $9.9M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.3K
+ 46.74%
$64.58 - $69.94 $278K - $301K
13.5K $936K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
951
+ 0.93%
$55.15 - $58.11 $52.4K - $55.3K
104K $5.95M
MTB
M&T Bank Corp

Financial Services
1.34K
+ 48.2%
$183.74 - $204.05 $246K - $273K
4.11K $813K
AES
Aes Corp

Utilities
17.5K
+ 130.74%
$10.77 - $13.94 $188K - $243K
30.8K $405K
ZION
Zions Bancorporation, National Association

Financial Services
3.71K
+ 71.41%
$51.2 - $59.15 $190K - $219K
8.91K $503K
VIG
Vanguard Dividend Appreciation

ETFs
1.21K
+ 1.25%
N/A
98.6K $18M
PNW
Pinnacle West Capital Corp

Utilities
2.19K
+ 3.49%
$85.87 - $94.45 $188K - $207K
65K $5.83M
EQIX
Equinix Inc

Real Estate
323
+ 4.57%
$756.7 - $811.13 $244K - $262K
7.39K $5.79M
PEG
Public Service Enterprise Group Inc

Utilities
1.59K
+ 5.95%
$79.99 - $90.14 $128K - $144K
28.4K $2.37M
Activity Summary
Buys All Purchases 85 New Holdings 6 Increased Positions 79 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 1
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