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 7 of 12
464289875
Shares:17.5K
Value:$767.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.7K | QoQ +4.51% (+158)YoY -6.97% (-274) | All Managers (Combined) | $1.3M | ||
Oracle Corp(ORCLcusip68389X105) | 8.8K | All Managers (Combined) | $1.2M | ||
Conocophillips(COPcusip20825C104) | 11.5K | All Managers (Combined) | $1.2M | ||
2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
6.1K | All Managers (Combined) | $1.1M | |||
1.9K | All Managers (Combined) | $1.1M | |||
37.8K | All Managers (Combined) | $1.1M | |||
10.5K | YoY NEW(+10.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
Paychex Inc(PAYXcusip704326107) | 6.8K | All Managers (Combined) | $1.0M | ||
4.0K | All Managers (Combined) | $1.0M | |||
6.1K | All Managers (Combined) | $974.0K | |||
11.6K | QoQ -0.85% (-100)YoY -5.35% (-654) | All Managers (Combined) | $970.1K | ||
5.6K | All Managers (Combined) | $947.4K | |||
8.4K | QoQ +3.70% (+300)YoY +3.71% (+301) | All Managers (Combined) | $934.8K | ||
Comcast Corp(CMCSAcusip20030N101) | 25.3K | All Managers (Combined) | $934.0K | ||
15.1K | All Managers (Combined) | $878.7K | |||
1.6K | QoQ 0.00% (-0)YoY +3.35% (+51) | All Managers (Combined) | $852.7K | ||
40.9K | All Managers (Combined) | $818.0K | |||
1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $798.4K | QoQ NEW(+$798.4K) YoY NEW(+$798.4K) | |
(cusip464289875)✕ | 17.5K | All Managers (Combined) | $767.4K |