Beacon Investment Advisory Services, Inc. New Holdings in Q2 2025

Beacon Investment Advisory Services, Inc.

  • $2.25 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.4K
New
$456.74 - $568.03 $6.12M - $7.62M
13.4K $7.62M
WM
Waste Management Inc

Industrials
27.5K
New
$216.47 - $242.1 $5.95M - $6.65M
27.5K $6.29M
ACWI
Ishares Msci Acwi ETF

ETFs
46.3K
New
$103.59 - $128.6 $4.8M - $5.96M
46.3K $5.96M
ALL
Allstate Corp

Financial Services
28K
New
$180.53 - $212.64 $5.05M - $5.94M
28K $5.63M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.78K
New
$166.82 - $194.23 $631K - $735K
3.78K $734K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9.2K
New
$52.84 - $65.52 $486K - $603K
9.2K $602K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.82K
New
$83.97 - $92.85 $489K - $540K
5.82K $513K
ADSK
Autodesk, Inc.

Technology
1.73K
New
N/A
1.73K $424K
VUG
Vanguard Growth ETF

ETFs
920
New
$329.49 - $438.4 $303K - $403K
920 $403K
ALGN
Align Technology Inc

Healthcare
1.95K
New
$144.32 - $190.42 $281K - $371K
1.95K $368K
PLTR
Palantir Technologies Inc.

Technology
1.7K
New
$74.01 - $144.25 $126K - $245K
1.7K $231K
CGDV
Capital Group Divid Value ETF

ETFs
5.85K
New
$31.93 - $39.49 $187K - $231K
5.85K $231K
CEG
Constellation Energy Corp

Utilities
710
New
$170.96 - $322.76 $121K - $229K
710 $229K
AON
Aon PLC

Financial Services
639
New
$335.85 - $398.81 $215K - $255K
639 $227K
HUBB
Hubbell Inc

Industrials
545
New
$315.94 - $408.41 $172K - $223K
545 $222K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.03K
New
$82.51 - $109.2 $168K - $222K
2.03K $221K
TD
Toronto Dominion Bank

Financial Services
2.96K
New
$55.71 - $73.45 $165K - $218K
2.96K $217K
CFG
Citizens Financial Group Inc

Financial Services
4.83K
New
$34.27 - $44.75 $165K - $216K
4.83K $216K
XLK
Technology Sector Spdr

ETFs
830
New
$179.73 - $253.23 $149K - $210K
830 $210K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.91K
New
$82.96 - $110.1 $158K - $210K
1.91K $209K
ROK
Rockwell Automation, Inc

Industrials
630
New
$218.97 - $332.17 $138K - $209K
630 $209K
STT
State Street Corp

Financial Services
1.92K
New
$75.33 - $106.34 $145K - $204K
1.92K $204K
Ge Vernova Inc
1.24K
New
N/A
1.24K $0
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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