Beacon Investment Advisory Services, Inc.
AI_NATIVE detailed information: This accession holds the following tickers:[ "OCUL", "ARES", "NVR", "QRVO", "AES", "AKAM", "EXAS", "MU", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "PAA", "JEF", "GOOGL", "ALNY", "AXP", "AIG", "T", "BLK", "AYI", "CAT", "AVGO", "LOW", "ARCC", "BSX", null, null, "DUK", "ETY", "ROKU", "PFS", "EXPD", null, "GILD", "HON", "HD", "HPQ", "AZN", "MCD", "INTU", null, "UNP", "QCOM", "SCCO", "LAMR", "ISRG", "ITW", "AMAT", "EMR", "BKNG", "META", null, "IJH", null, "KMI", "L", "EXG", "MMC", "MA", "PODD", "AHCO", "MSFT", "MDLZ", "MS", "NEOG", "EQIX", "GAB", "GE", "HAS", "NVS", "BX", "DG", "IJR", "ORCL", "NOC", "OKE", "PAYX", null, null, "PANW", "PYPL", "PEP", null, "IVV", null, "PHM", "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "PFE", "LMT", "PG", "MRK", "VZ", null, "MKC", "AMGN", "KVUE", null, "REGN", "SCHX", null, "NOW", "SHW", "ROP", "ROST", "SNA", "RTX", "GLD", "STX", null, "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TJX", "TRV", "TYL", "UL", "VO", "PNW", "VWO", "IWV", "VIG", null, "MTD", "TSM", "VRTX", "VNT", "ACGL", "AFL", "APH", "AMD", "ALLE", "SDY", "DRI", "FTNT", "HSIC", "AIZ", "MIDD", "CAH", "IBP", "IDXX", "PCYO", "PEG", "FDS", "NVO", "AMZN", "IVZ", "TPL", null, "HBAN", "VEU", "VGT", "VLO", "VEA", null, "BND", "BSV", "VB", "VLTO", "VRSN", "VTRS", "V", "WMT", "WST", "WSM", "SOLV", null, "MTB", "BIIB", "LW", "NSC", null, "JCI", "TTD", "TRMB", "CRM", null, "ZION", "GWW", "KMB", "ADP", "BAC", "BK", "BRK-A", "BRK-B", "BMY", "BF-B", "CVX", "CB", "CSCO", "C", "CME", "KO", "CGNX", "CMCSA", "CL", "CAG", "COP", "COO", "COST", "GLW", "CRWD", "DHR", "DE", "DXCM", "J", "ADI", "MCO", "NEE", "NKE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "APO", "MO", "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 236
- Total Value
- 2137016975
- Accession Number
- 0001172661-25-001578
- Form Type
- 13F-HR
- CIK
- 0001654599
- Manager Name
- Beacon Investment Advisory Services, Inc.
Data Enrichment
91% identified215 identified21 unidentified
Holdings
236 positions
Manager:
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Page 6 of 12
46435U663
Shares:64.6K
Value:$2.5M
46434V878
Shares:48.1K
Value:$2.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46435U663)✕ | 64.6K | All Managers (Combined) | $2.5M | ||
(cusip46434V878)✕ | 48.1K | All Managers (Combined) | $2.4M | ||
Moodys Corp /De/(MCOcusip615369105) | 5.2K | All Managers (Combined) | $2.4M | ||
2.5K | All Managers (Combined) | $2.4M | |||
2.4K | All Managers (Combined) | $2.3M | |||
37.8K | All Managers (Combined) | $2.3M | |||
26.8K | All Managers (Combined) | $2.2M | |||
Biogen Inc.(BIIBcusip09062X103) | 16.1K | All Managers (Combined) | $2.2M | ||
9.3K | All Managers (Combined) | $2.2M | |||
Servicenow, Inc.(NOWcusip81762P102) | 2.6K | All Managers (Combined) | $2.1M | ||
Trimble Inc.(TRMBcusip896239100) | 31.4K | All Managers (Combined) | $2.1M | ||
15.1K | All Managers (Combined) | $2.0M | |||
55.9K | All Managers (Combined) | $1.9M | |||
Veralto Corp(VLTOcusip92338C103) | 18.3K | All Managers (Combined) | $1.8M | ||
Blackstone Inc.(BXcusip09260D107) | 12.4K | All Managers (Combined) | $1.7M | ||
2.9K | All Managers (Combined) | $1.7M | |||
9.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.7M | ||
Mcdonalds Corp(MCDcusip580135101) | 4.3K | All Managers (Combined) | $1.4M | ||
4.9K | QoQ +5.33% (-248)YoY -3.00% (-152) | All Managers (Combined) | $1.3M | ||
4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |