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 Market Cap. of $10 Billions to $200 Billions