Beacon Investment Advisory Services, Inc. Options Holdings

Beacon Investment Advisory Services, Inc.

  • $2.13 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$1.68 Million
3K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $2.13 Billion
  • Prior Value $2.29 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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