Beacon Investment Advisory Services, Inc. Portfolio Holdings
Beacon Investment Advisory Services, Inc.
- $2.25 Billion
- Q2 2025
Beacon Investment Advisory Services, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.25 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $159M, Ishares Core S&P Sm Cap ETF with a value of $92M, Microsoft Corp with a value of $78.6M, Jpmorgan Chase & CO with a value of $74M, and Mastercard Inc with a value of $69.1M.
Examining the 13F form we can see an increase of $126M in the current position value, from $2.13B to 2.25B.
Below you can find more details about Beacon Investment Advisory Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.25 Billion
ETFs: $676 Million
Technology: $484 Million
Healthcare: $355 Million
Financial Services: $255 Million
Consumer Cyclical: $187 Million
Industrials: $134 Million
Communication Services: $61.2 Million
Basic Materials: $30.3 Million
Other: $68.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 250
- Current Value $2.25 Billion
- Prior Value $2.13 Billion
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 24 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks