$560 Million is the total value of BEACON INVESTMENT ADVISORY SERVICES, INC.'s 111 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 34 | Q3 2023 | 34.3% |
VANGUARD INDEX FDS | 34 | Q3 2023 | 8.1% |
APPLE INC | 34 | Q3 2023 | 3.2% |
MICROSOFT CORP | 34 | Q3 2023 | 3.2% |
JPMORGAN CHASE & CO | 34 | Q3 2023 | 2.4% |
VANGUARD SPECIALIZED PORTFOL | 34 | Q3 2023 | 9.4% |
JOHNSON & JOHNSON | 34 | Q3 2023 | 2.0% |
MERCK & CO INC NEW | 34 | Q3 2023 | 0.9% |
DISNEY WALT CO | 34 | Q3 2023 | 1.0% |
PFIZER INC | 34 | Q3 2023 | 1.0% |
View BEACON INVESTMENT ADVISORY SERVICES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-04 |
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.