Beacon Investment Advisory Services, Inc. Reduced Holdings in Q3 2025

Beacon Investment Advisory Services, Inc.

  • $2.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DXCM
Dexcom Inc

Healthcare
-35.3K
- 10.21%
$66.46 - $89.53 $2.35M - $3.16M
310K $20.9M
MTD
Mettler Toledo International Inc

Healthcare
-7.45K
- 50.77%
$1166.48 - $1324.06 $8.69M - $9.86M
7.22K $8.86M
TTD
Trade Desk, Inc.

Technology
-60.8K
- 30.21%
$43.93 - $89.76 $2.67M - $5.45M
140K $6.88M
ISRG
Intuitive Surgical Inc

Healthcare
-1.82K
- 3.07%
$433.66 - $544.47 $790K - $992K
57.5K $25.7M
FTNT
Fortinet, Inc.

Technology
-3.92K
- 1.43%
$74.39 - $107.65 $292K - $422K
270K $22.7M
CVX
Chevron Corp

Energy
-44.2K
- 83.64%
$145.57 - $161.83 $6.43M - $7.15M
8.64K $1.34M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-12K
- 50.99%
$534.91 - $598.71 $6.41M - $7.18M
11.5K $6.48M
UNH
Unitedhealth Group Inc

Healthcare
-18.2K
- 90.4%
$237.77 - $353.61 $4.34M - $6.45M
1.94K $669K
INTU
Intuit Inc

Technology
-444
- 1.04%
$646.03 - $807.39 $287K - $358K
42.1K $28.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-889
- 1.15%
$366.54 - $479.53 $326K - $426K
76.1K $29.8M
NVO
Novo Nordisk A S

Healthcare
-22.2K
- 11.51%
$45.38 - $71.7 $1.01M - $1.59M
171K $9.49M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-42
- 0.55%
$5364.25 - $5815.92 $225K - $244K
7.62K $41.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-60.1K
- 43.19%
$50.81 - $51.07 $3.05M - $3.07M
79K $4.03M
PODD
Insulet Corp

Healthcare
-7.29K
- 8.23%
$277.3 - $352.82 $2.02M - $2.57M
81.3K $25.1M
SYK
Stryker Corp

Healthcare
-1.59K
- 2.47%
$368.57 - $403.53 $585K - $640K
62.7K $23.2M
LLY
Eli Lilly & CO

Healthcare
-2.34K
- 10.41%
$625.65 - $812.69 $1.47M - $1.9M
20.2K $15.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.34K
- 15.38%
$617.65 - $666.84 $3.3M - $3.56M
29.4K $19.6M
ZTS
Zoetis Inc.

Healthcare
-2.62K
- 1.84%
$141.13 - $159.19 $370K - $417K
140K $20.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.87K
- 1.9%
$65.64 - $78.22 $254K - $302K
200K $13.4M
ADBE
Adobe Inc.

Technology
-993
- 2.63%
$333.65 - $392.1 $331K - $389K
36.7K $13M
DHR
Danaher Corp

Healthcare
-8.22K
- 8.44%
$181.46 - $212.2 $1.49M - $1.75M
89.2K $17.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.34K
- 13.49%
$211.65 - $238.24 $1.34M - $1.51M
40.7K $8.93M
CRM
Salesforce, Inc.

Technology
-1.42K
- 5.92%
$231.66 - $273.65 $329K - $388K
22.6K $5.35M
MA
Mastercard Inc

Financial Services
-3.34K
- 2.72%
$550.18 - $598.96 $1.84M - $2M
120K $68.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.8K
- 11.37%
$100.16 - $100.7 $981K - $986K
76.4K $7.69M
DIS
Walt Disney CO

Communication Services
-832
- 0.92%
$112.25 - $124.0 $93.4K - $103K
89.3K $10.2M
SBUX
Starbucks Corp

Consumer Cyclical
-2.08K
- 3.66%
$81.9 - $96.86 $171K - $202K
54.8K $4.64M
GWW
W.W. Grainger, Inc.

Industrials
-355
- 17.8%
$932.44 - $1059.49 $331K - $376K
1.64K $1.56M
PANW
Palo Alto Networks Inc

Technology
-1.65K
- 0.95%
$167.06 - $208.19 $275K - $343K
172K $35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.64K
- 39.37%
$404.94 - $499.99 $663K - $819K
2.52K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.12K
- 13.44%
$459.11 - $506.91 $516K - $569K
7.23K $3.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.01K
- 1.55%
$50.47 - $50.74 $404K - $406K
509K $25.8M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-7.27K
- 9.34%
$50.08 - $50.37 $364K - $366K
70.6K $3.55M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-6.5K
- 13.52%
$50.52 - $50.75 $328K - $330K
41.6K $2.11M
META
Meta Platforms, Inc.

Communication Services
-410
- 21.81%
$695.21 - $791.73 $285K - $325K
1.47K $1.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.65K
- 43.73%
$192.76 - $203.86 $319K - $337K
2.13K $433K
BSX
Boston Scientific Corp

Healthcare
-2.06K
- 28.03%
$97.03 - $108.14 $200K - $223K
5.29K $516K
KO
Coca Cola CO

Consumer Defensive
-2.91K
- 25.34%
$65.67 - $71.67 $191K - $209K
8.58K $568K
PAYX
Paychex Inc

Industrials
-850
- 12.61%
$126.69 - $147.99 $108K - $126K
5.89K $746K
CRWD
Crowd Strike Holdings, Inc.

Technology
-282
- 7.28%
$412.46 - $514.1 $116K - $145K
3.59K $1.76M
COST
Costco Wholesale Corp

Consumer Defensive
-61
- 2.55%
$915.95 - $994.57 $55.9K - $60.7K
2.33K $2.15M
VUG
Vanguard Growth ETF

ETFs
-496
- 53.91%
$433.97 - $484.08 $215K - $240K
424 $203K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-705
- 54.65%
$311.12 - $482.13 $219K - $340K
585 $266K
XOM
Exxon Mobil Corp

Energy
-2.67K
- 8.9%
$105.83 - $117.22 $283K - $313K
27.3K $3.08M
ADSK
Autodesk, Inc.

Technology
-625
- 36.17%
N/A
1.1K $271K
ALGN
Align Technology Inc

Healthcare
-154
- 7.91%
$124.88 - $207.19 $19.2K - $31.9K
1.79K $224K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-477
- 16.14%
$546.99 - $602.2 $261K - $287K
2.48K $1.49M
CMCSA
Comcast Corp

Communication Services
-1.05K
- 4.19%
$31.41 - $36.33 $33.1K - $38.3K
24.1K $755K
HSIC
Henry Schein Inc

Healthcare
-1K
- 9.61%
$64.83 - $74.67 $64.8K - $74.7K
9.41K $624K
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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