$634 Million is the total value of BEACON INVESTMENT ADVISORY SERVICES, INC.'s 52 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 37 | Q2 2024 | 34.3% |
| VANGUARD INDEX FDS | 37 | Q2 2024 | 8.1% |
| APPLE INC | 37 | Q2 2024 | 3.2% |
| MICROSOFT CORP | 37 | Q2 2024 | 3.2% |
| JPMORGAN CHASE & CO. | 37 | Q2 2024 | 2.4% |
| VANGUARD SPECIALIZED PORTFOL | 37 | Q2 2024 | 9.4% |
| JOHNSON & JOHNSON | 37 | Q2 2024 | 2.0% |
| MERCK & CO INC NEW | 37 | Q2 2024 | 0.9% |
| DISNEY WALT CO | 37 | Q2 2024 | 1.0% |
| PFIZER INC | 37 | Q2 2024 | 1.0% |
View BEACON INVESTMENT ADVISORY SERVICES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-21 |
View BEACON INVESTMENT ADVISORY SERVICES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.