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BEACON INVESTMENT ADVISORY SERVICES, INC.
BEACON INVESTMENT ADVISORY SERVICES, INC. is an institution, managing $2.4B across 252 long positions as of Q3 2025 with VTI as the largest holding (7% allocation).
- Portfolio Value
- $2.4B
- Positions
- 252
- Top Holding
- VTI at 7.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BEACON INVESTMENT ADVISORY SERVICES, INC.'s portfolio (35.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $172.7M | 7.27% | +$1.2M Bought | — 526.2K shares | |
ETF ETF | $105.6M | 4.44% | +$5.5M Bought | — 888.4K shares | |
Software - Infrastructure Technology | $100.4M | 4.22% | +$18.5M Bought | 0.00% 193.8K shares | |
Banks - Diversified Financial Services | $76.0M | 3.20% | -$4.5M Sold | 0.01% 240.9K shares | |
Consumer Electronics Technology | $74.8M | 3.15% | -$1.3M Sold | 0.00% 293.6K shares | |
Financial - Credit Services Financial Services | $68.1M | 2.86% | -$1.9M Sold | 0.01% 119.6K shares | |
Unknown Unknown | $67.2M | 2.83% | +$255.4K Bought | — 923.4K shares | |
ETF ETF | $58.7M | 2.47% | +$491.9K Bought | — 734.3K shares | |
ETF ETF | $57.8M | 2.43% | +$976.7K Bought | — 697.3K shares | |
Semiconductors Technology | $56.0M | 2.36% | -$3.0M Sold | 0.00% 300.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BEACON INVESTMENT ADVISORY SERVICES, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+685.92% | |
+279.81% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-90.4% | |
-83.64% |
Analytics
Portfolio insights and performance metrics for BEACON INVESTMENT ADVISORY SERVICES, INC.
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