Beacon Investment Advisory Services, Inc. Sells in Q4 2024

Beacon Investment Advisory Services, Inc.

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
-2.56K
- 29.66%
$53.44 - $61.33 $137K - $157K
6.07K $330K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.9K
- 33.3%
$59.25 - $72.99 $113K - $139K
3.81K $227K
UPS
United Parcel Service Inc

Industrials
-1.26K
- 39.55%
$122.65 - $138.35 $154K - $174K
1.92K $241K
NVS
Novartis Ag

Healthcare
-537
- 6.94%
$96.78 - $117.18 $52K - $62.9K
7.2K $700K
ARCC
Ares Capital Corp

Financial Services
-8.6K
- 32.26%
$20.74 - $22.27 $178K - $192K
18.1K $395K
PEG
Public Service Enterprise Group Inc

Utilities
-225
- 0.82%
$81.87 - $94.51 $18.4K - $21.3K
27.1K $2.29M
AEE
Ameren Corp

Utilities
-1.64K
- 37.41%
$85.81 - $94.98 $141K - $156K
2.75K $244K
QRVO
Qorvo, Inc.

Technology
-245
- 7.27%
$65.6 - $104.58 $16.1K - $25.6K
3.13K $218K
CMCSA
Comcast Corp

Communication Services
-520
- 2.06%
$37.39 - $45.14 $19.4K - $23.5K
24.8K $930K
TXN
Texas Instruments Inc

Technology
-617
- 7.37%
N/A
7.75K $1.51M
PFS
Provident Financial Services Inc

Financial Services
-9K
- 4.95%
$17.64 - $21.86 $159K - $197K
173K $3.26M
COST
Costco Wholesale Corp

Consumer Defensive
-223
- 7.15%
$873.59 - $994.69 $195K - $222K
2.89K $2.65M
JCI
Johnson Controls International PLC

Industrials
-1.53K
- 18.33%
$74.23 - $86.6 $113K - $132K
6.81K $537K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.75K
- 3.2%
$50.35 - $50.69 $87.9K - $88.5K
52.8K $2.66M
ACGL
Arch Capital Group Ltd.

Financial Services
-94
- 1.9%
$88.71 - $114.86 $8.34K - $10.8K
4.85K $447K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 0.4%
$442.29 - $483.08 $17.7K - $19.3K
10K $4.55M
ACN
Accenture PLC

Technology
-236
- 8.77%
$343.9 - $376.86 $81.2K - $88.9K
2.46K $863K
ABT
Abbott Laboratories

Healthcare
-631
- 3.55%
$111.93 - $119.39 $70.6K - $75.3K
17.2K $1.94M
PG
Procter & Gamble CO

Consumer Defensive
-282
- 4.44%
$161.05 - $179.7 $45.4K - $50.7K
6.07K $1.02M
BAC
Bank Of America Corp

Financial Services
-3.82K
- 18.3%
$39.22 - $47.77 $150K - $182K
17K $749K
PRU
Prudential Financial Inc

Financial Services
-553
- 18.3%
$114.59 - $129.52 $63.4K - $71.6K
2.47K $292K
ROK
Rockwell Automation, Inc

Industrials
-314
- 26.59%
$264.65 - $302.92 $83.1K - $95.1K
867 $247K
PAYX
Paychex Inc

Industrials
-770
- 10.07%
$135.86 - $148.73 $105K - $115K
6.88K $964K
GLW
Corning Inc

Technology
-2.2K
- 11.95%
$44.11 - $49.76 $97K - $109K
16.2K $770K
IBB
Ishares Biotechnology ETF

ETFs
-200
- 8.51%
$131.21 - $148.85 $26.2K - $29.8K
2.15K $284K
HBAN
Huntington Bancshares Inc

Financial Services
-4.73K
- 23.18%
$14.18 - $18.2 $67.1K - $86.1K
15.7K $254K
DAL
Delta Air Lines, Inc.

Industrials
-1.66K
- 28.48%
$47.46 - $65.77 $78.8K - $109K
4.17K $252K
MMM
3 M CO

Industrials
-163
- 6.54%
$124.74 - $137.12 $20.3K - $22.4K
2.33K $300K
VTRS
Viatris Inc

Healthcare
-6.03K
- 14.13%
$11.32 - $13.37 $68.2K - $80.6K
36.6K $455K
KMI
Kinder Morgan, Inc.

Energy
-6.03K
- 25.39%
$22.59 - $28.54 $136K - $172K
17.7K $485K
KMB
Kimberly Clark Corp

Consumer Defensive
-35
- 1.75%
$130.37 - $146.09 $4.56K - $5.11K
1.96K $257K
META
Meta Platforms, Inc.

Communication Services
-121
- 4.44%
$554.08 - $632.68 $67K - $76.6K
2.6K $1.53M
V
Visa Inc.

Financial Services
-605
- 14.75%
$273.87 - $320.91 $166K - $194K
3.5K $1.1M
DE
Deere & CO

Industrials
-73
- 4.85%
$389.45 - $466.0 $28.4K - $34K
1.43K $607K
IWM
Ishares Russell 2000 ETF

ETFs
-95
- 0.6%
$216.13 - $242.4 $20.5K - $23K
15.7K $3.48M
ROKU
Roku, Inc

Communication Services
-225
- 4.66%
$64.08 - $84.12 $14.4K - $18.9K
4.61K $342K
CAH
Cardinal Health Inc

Healthcare
-321
- 8.71%
$107.89 - $125.33 $34.6K - $40.2K
3.36K $397K
GLD
Spdr Gold Trust

ETFs
-13
- 0.56%
$236.59 - $257.5 $3.08K - $3.35K
2.31K $558K
Solventum Corp
-41
- 0.67%
N/A
6.05K $0
Veralto Corp
-14.1K
- 37.9%
N/A
23K $0
BFB
Brown Forman Corp Cl B
-56.3K
- 44.25%
N/A
70.9K $0
Bunge Global Sa
-10.2K
- 24.82%
N/A
30.9K $0
CME
Cme Group Inc.

Financial Services
-114
- 4.64%
$221.17 - $246.02 $25.2K - $28K
2.35K $544K
MTB
M&T Bank Corp

Financial Services
-83
- 2.91%
$172.48 - $221.95 $14.3K - $18.4K
2.77K $520K
C
Citigroup Inc

Financial Services
-290
- 6.77%
$61.31 - $72.5 $17.8K - $21K
4K $281K
BK
Bank Of New York Mellon Corp

Financial Services
-554
- 4.53%
$70.82 - $81.87 $39.2K - $45.4K
11.7K $896K
BMY
Bristol Myers Squibb CO

Healthcare
-300
- 3.68%
$51.92 - $59.94 $15.6K - $18K
7.85K $444K
AXP
American Express CO

Financial Services
-316
- 6.36%
$267.35 - $305.57 $84.5K - $96.6K
4.65K $1.38M
VGT
Vanguard Information Technolog

ETFs
-9
- 0.57%
$571.78 - $647.97 $5.15K - $5.83K
1.57K $977K
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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