Beacon Investment Advisory Services, Inc. Portfolio Holdings
Beacon Investment Advisory Services, Inc.
- $2.36 Billion
- Q3 2025
Beacon Investment Advisory Services, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.36 Billion distributed in 254 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 $173M, Ishares Core S&P Sm Cap ETF with a value of $106M, Microsoft Corp with a value of $100M, Jpmorgan Chase & CO with a value of $76M, and Apple Inc. with a value of $74.8M.
Examining the 13F form we can see an increase of $110M in the current position value, from $2.25B to 2.36B.
Below you can find more details about Beacon Investment Advisory Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.36 Billion
ETFs: $725 Million
Technology: $524 Million
Healthcare: $319 Million
Financial Services: $276 Million
Consumer Cyclical: $198 Million
Industrials: $145 Million
Communication Services: $75.3 Million
Basic Materials: $31.8 Million
Other: $66.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 254
- Current Value $2.36 Billion
- Prior Value $2.25 Billion
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 6 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks