Beacon Investment Advisory Services, Inc. Incresed Positions in Q4 2024

Beacon Investment Advisory Services, Inc.

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
216K
+ 4428.74%
$77.25 - $91.3 $16.7M - $19.7M
221K $18.8M
FTNT
Fortinet, Inc.

Technology
95.4K
+ 57.66%
$76.49 - $99.21 $7.3M - $9.47M
261K $24.6M
AVGO
Broadcom Inc.

Technology
942
+ 0.88%
$159.67 - $250.0 $150K - $236K
108K $24.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
+ 35.88%
$567.81 - $607.81 $5.97M - $6.39M
39.8K $23.3M
AAPL
Apple Inc.

Technology
1.44K
+ 0.45%
$221.69 - $259.02 $318K - $372K
322K $80.7M
MS
Morgan Stanley

Financial Services
5.44K
+ 2.33%
$104.42 - $134.99 $568K - $734K
239K $30M
GOOGL
Alphabet Inc.

Communication Services
573
+ 0.25%
$161.86 - $196.66 $92.7K - $113K
232K $44M
SNA
Snap On Inc

Industrials
12.3K
+ 874.77%
$285.44 - $371.35 $3.5M - $4.56M
13.7K $4.64M
LLY
Eli Lilly & CO

Healthcare
8.17K
+ 40.96%
$727.2 - $932.06 $5.94M - $7.62M
28.1K $21.7M
JEF
Jefferies Financial Group Inc.

Financial Services
8.71K
+ 5.33%
$61.95 - $81.75 $539K - $712K
172K $13.5M
MSFT
Microsoft Corp

Technology
9.77K
+ 5.89%
$406.35 - $454.46 $3.97M - $4.44M
176K $74M
TTD
Trade Desk, Inc.

Technology
5.47K
+ 2.68%
$108.7 - $139.51 $594K - $763K
210K $24.7M
PANW
Palo Alto Networks Inc

Technology
53.8K
+ 106.82%
$181.96 - $405.9 $9.79M - $21.8M
104K $19M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.43K
+ 5.8%
$155.96 - $188.66 $379K - $459K
44.4K $8.28M
GOOG
Alphabet Inc.

Communication Services
345
+ 0.62%
$163.08 - $198.16 $56.3K - $68.4K
56.4K $10.7M
INTU
Intuit Inc

Technology
1.6K
+ 3.84%
$602.01 - $706.25 $964K - $1.13M
43.3K $27.2M
CSCO
Cisco Systems, Inc.

Technology
6.54K
+ 4.64%
$52.45 - $60.02 $343K - $393K
147K $8.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
648
+ 1.65%
$172.07 - $207.36 $112K - $134K
39.9K $7.88M
GILD
Gilead Sciences, Inc.

Healthcare
3.64K
+ 4.75%
$83.95 - $97.9 $305K - $356K
80.2K $7.41M
TJX
Tjx Companies Inc

Consumer Cyclical
1.34K
+ 0.62%
$112.15 - $127.2 $151K - $171K
218K $26.4M
VIG
Vanguard Dividend Appreciation

ETFs
3.62K
+ 4.32%
N/A
87.3K $15.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.11K
+ 53.08%
$481.22 - $538.17 $535K - $598K
3.21K $1.64M
EQIX
Equinix Inc

Real Estate
205
+ 3.57%
$865.69 - $985.0 $177K - $202K
5.95K $5.61M
BSX
Boston Scientific Corp

Healthcare
4.7K
+ 31.72%
$83.62 - $91.5 $393K - $430K
19.5K $1.74M
ADP
Automatic Data Processing Inc

Industrials
325
+ 1.61%
$280.08 - $307.97 $91K - $100K
20.5K $5.99M
BX
Blackstone Inc.

Financial Services
943
+ 7.35%
$148.45 - $199.05 $140K - $188K
13.8K $2.37M
SYK
Stryker Corp

Healthcare
1.24K
+ 1.81%
$345.14 - $392.15 $429K - $487K
69.8K $25.1M
T
At&T Inc.

Communication Services
14.6K
+ 58.14%
$21.22 - $23.88 $309K - $348K
39.7K $903K
ENB
Enbridge Inc

Energy
865
+ 0.66%
$40.4 - $43.92 $34.9K - $38K
132K $5.6M
MCO
Moodys Corp

Financial Services
524
+ 12.35%
$454.04 - $500.88 $238K - $262K
4.77K $2.26M
AIG
American International Group, Inc.

Financial Services
3.49K
+ 5.18%
$70.0 - $79.22 $244K - $276K
70.8K $5.16M
ETN
Eaton Corp PLC

Industrials
498
+ 1.07%
$326.96 - $377.52 $163K - $188K
46.8K $15.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.9K
+ 328.03%
$22.4 - $68.28 $422K - $1.29M
24.6K $570K
GS
Goldman Sachs Group Inc

Financial Services
62
+ 13.14%
$486.1 - $608.57 $30.1K - $37.7K
534 $305K
WMT
Walmart Inc.

Consumer Defensive
224
+ 4.33%
$79.1 - $95.7 $17.7K - $21.4K
5.4K $487K
GWW
W.W. Grainger, Inc.

Industrials
60
+ 19.35%
$1023.06 - $1220.93 $61.4K - $73.3K
370 $389K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.53K
+ 1.47%
$50.67 - $50.9 $77.6K - $78K
105K $5.35M
MU
Micron Technology Inc

Technology
1.59K
+ 33.85%
$84.16 - $113.41 $134K - $180K
6.29K $529K
VZ
Verizon Communications Inc

Communication Services
2.39K
+ 20.95%
$39.6 - $45.21 $94.6K - $108K
13.8K $551K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 9.44%
$521.84 - $558.82 $19.3K - $20.7K
429 $231K
MO
Altria Group, Inc.

Consumer Defensive
38
+ 0.64%
$49.06 - $57.74 $1.86K - $2.19K
5.99K $313K
ORCL
Oracle Corp

Technology
177
+ 2.26%
$165.41 - $192.43 $29.3K - $34.1K
8.01K $1.33M
Kenvue Inc
6.3K
+ 2.67%
N/A
242K $0
IBM
International Business Machines Corp

Technology
10
+ 0.21%
$204.9 - $238.04 $2.05K - $2.38K
4.79K $1.05M
AOM
Ishares Tr Core Moderate Alloc

ETFs
35
+ 0.2%
$43.44 - $45.05 $1.52K - $1.58K
17.9K $776K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.28K
+ 3.93%
$71.75 - $75.11 $307K - $322K
113K $8.13M
KO
Coca Cola CO

Consumer Defensive
232
+ 3.34%
$61.74 - $71.71 $14.3K - $16.6K
7.17K $446K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.14K
+ 1.25%
$56.06 - $61.35 $64K - $70K
92.7K $5.24M
CAT
Caterpillar Inc

Industrials
1.44K
+ 6.84%
$360.37 - $416.88 $519K - $601K
22.5K $8.17M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 1
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