Beacon Investment Advisory Services, Inc. Purchases in Q4 2024

Beacon Investment Advisory Services, Inc.

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
272
New
N/A
272 $0
Fidelity Wise Origin Bitcoin
3.5K
New
N/A
3.5K $0
IBM
International Business Machines Corp

Technology
10
+ 0.21%
$204.9 - $238.04 $2.05K - $2.38K
4.79K $1.05M
AOM
Ishares Tr Core Moderate Alloc

ETFs
35
+ 0.2%
$43.44 - $45.05 $1.52K - $1.58K
17.9K $776K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.28K
+ 3.93%
$71.75 - $75.11 $307K - $322K
113K $8.13M
KO
Coca Cola CO

Consumer Defensive
232
+ 3.34%
$61.74 - $71.71 $14.3K - $16.6K
7.17K $446K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.14K
+ 1.25%
$56.06 - $61.35 $64K - $70K
92.7K $5.24M
CAT
Caterpillar Inc

Industrials
1.44K
+ 6.84%
$360.37 - $416.88 $519K - $601K
22.5K $8.17M
PNW
Pinnacle West Capital Corp

Utilities
1.28K
+ 2.63%
$84.03 - $94.52 $107K - $121K
49.9K $4.23M
AZN
Astrazeneca PLC

Healthcare
11
+ 0.16%
$63.2 - $79.58 $695 - $875
7.01K $459K
DUK
Duke Energy Corp

Utilities
2.29K
+ 5.05%
$105.76 - $120.76 $242K - $276K
47.5K $5.12M
NKE
Nike, Inc.

Consumer Cyclical
16
+ 0.2%
$73.36 - $89.13 $1.17K - $1.43K
7.85K $593K
VEU
Vanguard Ftse All World Ex Us

ETFs
256
+ 0.7%
$57.29 - $63.1 $14.7K - $16.2K
37K $2.13M
ALLE
Allegion PLC

Industrials
125
+ 0.27%
$130.63 - $153.36 $16.3K - $19.2K
46.6K $6.09M
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
+ 1.45%
$385.02 - $431.37 $437K - $490K
79.6K $30.9M
VEA
Vanguard Ftse Developed Market

ETFs
49.1K
+ 7.69%
$47.57 - $52.44 $2.34M - $2.58M
688K $32.9M
QCOM
Qualcomm Inc

Technology
1.48K
+ 1.84%
$150.4 - $178.04 $223K - $264K
82.2K $12.6M
NEE
Nextera Energy Inc

Utilities
1.12K
+ 1.19%
$69.77 - $85.43 $78.1K - $95.7K
95K $6.81M
ZTS
Zoetis Inc.

Healthcare
21.8K
+ 15.11%
$162.24 - $194.42 $3.53M - $4.23M
166K $27M
SCCO
Southern Copper Corp

Basic Materials
196
+ 0.4%
$91.13 - $117.95 $17.9K - $23.1K
49.6K $4.52M
AMAT
Applied Materials Inc

Technology
16.6K
+ 16.53%
$161.44 - $213.89 $2.68M - $3.55M
117K $19M
UNH
Unitedhealth Group Inc

Healthcare
86
+ 0.4%
$485.52 - $625.25 $41.8K - $53.8K
21.8K $11M
SHW
Sherwin Williams CO

Basic Materials
191
+ 0.27%
$338.75 - $399.71 $64.7K - $76.3K
71.5K $24.3M
NVR
Nvr Inc

Consumer Cyclical
5
+ 0.22%
$8101.21 - $9940.51 $40.5K - $49.7K
2.33K $19M
NVO
Novo Nordisk A S

Healthcare
641
+ 0.21%
$85.0 - $120.04 $54.5K - $76.9K
302K $26M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 1
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