Beacon Investment Advisory Services, Inc. Sells in Q2 2024

Beacon Investment Advisory Services, Inc.

  • $2.31 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-2.2K
- 18.03%
$159.68 - $202.54 $351K - $445K
10K $1.95M
ACN
Accenture PLC

Technology
-111
- 3.66%
$281.76 - $339.17 $31.3K - $37.6K
2.92K $886K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.75K
- 6.9%
$56.22 - $60.47 $155K - $166K
37.1K $2.18M
ENB
Enbridge Inc

Energy
-2.01K
- 1.53%
$32.97 - $37.83 $66.2K - $76K
129K $4.59M
WPC
W. P. Carey Inc.

Real Estate
-2.25K
- 18.14%
$53.32 - $60.11 $120K - $135K
10.1K $558K
BMY
Bristol Myers Squibb CO

Healthcare
-249
- 2.52%
$40.25 - $52.99 $10K - $13.2K
9.65K $400K
VTRS
Viatris Inc

Healthcare
-6.29K
- 11.96%
$10.05 - $12.02 $63.2K - $75.6K
46.3K $492K
SIRI
Sirius Xm Holdings Inc.

Communication Services
-30K
- 69.83%
$2.53 - $3.83 $75.9K - $115K
13K $36K
AEE
Ameren Corp

Utilities
-1.5K
- 22.97%
$70.0 - $75.33 $105K - $113K
5.03K $357K
ROK
Rockwell Automation, Inc

Industrials
-319
- 15.15%
$254.39 - $288.52 $81.2K - $92K
1.79K $491K
CSX
Csx Corp

Industrials
-2.2K
- 23.42%
$32.18 - $36.78 $70.8K - $80.9K
7.19K $240K
BX
Blackstone Inc.

Financial Services
-25
- 0.19%
$116.13 - $132.0 $2.9K - $3.3K
12.9K $1.59M
DE
Deere & CO

Industrials
-65
- 3.14%
$364.98 - $414.02 $23.7K - $26.9K
2.01K $749K
ARCC
Ares Capital Corp

Financial Services
-4.85K
- 14.19%
$20.24 - $21.58 $98.1K - $105K
29.3K $610K
PRU
Prudential Financial Inc

Financial Services
-843
- 19.76%
$107.35 - $121.31 $90.5K - $102K
3.42K $401K
GLD
Spdr Gold Trust

ETFs
-566
- 19.4%
$207.82 - $224.56 $118K - $127K
2.35K $505K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-735
- 12.67%
$58.03 - $67.92 $42.7K - $49.9K
5.07K $294K
PAYX
Paychex Inc

Industrials
-450
- 5.56%
$117.39 - $126.98 $52.8K - $57.1K
7.65K $906K
LMT
Lockheed Martin Corp

Industrials
-262
- 8.82%
$447.57 - $471.51 $117K - $124K
2.71K $1.27M
DAL
Delta Air Lines, Inc.

Industrials
-1.71K
- 20.25%
$45.88 - $53.26 $78.2K - $90.8K
6.71K $318K
JCI
Johnson Controls International PLC

Industrials
-1.44K
- 13.5%
$60.47 - $73.9 $87K - $106K
9.21K $612K
PSX
Phillips 66

Energy
-270
- 14.37%
$135.85 - $172.71 $36.7K - $46.6K
1.61K $227K
VEEV
Veeva Systems Inc

Healthcare
-53
- 3.78%
$171.41 - $230.39 $9.08K - $12.2K
1.35K $246K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.87K
- 9.28%
$41.17 - $43.25 $76.8K - $80.7K
18.2K $783K
CVX
Chevron Corp

Energy
-61
- 0.13%
$152.57 - $166.33 $9.31K - $10.1K
47.8K $7.48M
PG
Procter & Gamble CO

Consumer Defensive
-514
- 7.55%
$155.33 - $168.56 $79.8K - $86.6K
6.3K $1.04M
ROKU
Roku, Inc

Communication Services
-515
- 9.62%
$52.53 - $64.19 $27.1K - $33.1K
4.84K $290K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.22K
- 0.25%
$50.22 - $50.48 $61.2K - $61.5K
479K $24.2M
DOW
Dow Inc.

Basic Materials
-188
- 2.42%
$52.96 - $59.99 $9.96K - $11.3K
7.58K $401K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-135
- 4.52%
$84.07 - $116.43 $11.3K - $15.7K
2.85K $306K
DEO
Diageo PLC

Consumer Defensive
-7
- 0.41%
$126.08 - $149.08 $883 - $1.04K
1.72K $216K
PM
Philip Morris International Inc.

Consumer Defensive
-1.34K
- 12.73%
$88.6 - $104.24 $118K - $139K
9.15K $927K
BAC
Bank Of America Corp

Financial Services
-1.88K
- 8.36%
$34.68 - $40.02 $65.3K - $75.3K
20.6K $820K
TYL
Tyler Technologies Inc

Technology
-150
- 27.27%
$399.22 - $502.78 $59.9K - $75.4K
400 $201K
KMI
Kinder Morgan, Inc.

Energy
-3.79K
- 12.69%
$17.69 - $20.11 $67.1K - $76.3K
26.1K $518K
MCO
Moodys Corp

Financial Services
-370
- 7.87%
$370.33 - $427.53 $137K - $158K
4.33K $1.82M
MMM
3 M CO

Industrials
-130
- 4.96%
$90.54 - $105.26 $11.8K - $13.7K
2.49K $254K
BFB
Brown Forman Corp Cl B
-40.8K
- 18.33%
N/A
182K $0
Veralto Corp
-3.47K
- 8.19%
N/A
38.9K $0
NVS
Novartis Ag

Healthcare
-762
- 8.65%
$92.57 - $107.37 $70.5K - $81.8K
8.05K $856K
APO
Apollo Global Management, Inc.

Financial Services
-310
- 3.34%
$107.3 - $118.77 $33.3K - $36.8K
8.99K $1.06M
META
Meta Platforms, Inc.

Communication Services
-48
- 2.0%
$430.17 - $527.34 $20.6K - $25.3K
2.36K $1.19M
NOW
Service Now, Inc.

Technology
-77
- 2.23%
$643.29 - $786.67 $49.5K - $60.6K
3.38K $2.66M
MRNA
Moderna, Inc.

Healthcare
-13
- 0.38%
$101.21 - $166.61 $1.32K - $2.17K
3.45K $409K
CGNX
Cognex Corp

Technology
-16.1K
- 8.7%
$38.46 - $48.51 $620K - $782K
169K $7.91M
BIIB
Biogen Inc.

Healthcare
-1.59K
- 6.07%
$190.52 - $236.72 $303K - $377K
24.7K $5.72M
TNDM
Tandem Diabetes Care Inc

Healthcare
-2.88K
- 7.91%
$30.43 - $53.43 $87.7K - $154K
33.6K $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
-422
- 11.61%
$704.88 - $870.75 $297K - $367K
3.21K $2.73M
GLW
Corning Inc

Technology
-350
- 1.71%
$30.91 - $40.21 $10.8K - $14.1K
20.1K $781K
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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