Question 1

What stocks does BEACON INVESTMENT ADVISORS LLC hold in its portfolio?

Accepted Answer

BEACON INVESTMENT ADVISORS LLC's top stock holdings include AMAT, IVW, BRKB and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON INVESTMENT ADVISORS LLC's largest stock holdings?

Accepted Answer

BEACON INVESTMENT ADVISORS LLC's largest stock holdings as of their last filing include AMAT (valued at approximately $28.2 million), IVW (valued at approximately $1.3 million), BRKB (valued at approximately $13.3 million), SPY (valued at approximately $0.6 million), AAPL (valued at approximately $10.7 million).

Question 3

When was BEACON INVESTMENT ADVISORS LLC's last SEC filing?

Accepted Answer

BEACON INVESTMENT ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON INVESTMENT ADVISORS LLC recently bought or sold?

Accepted Answer

BEACON INVESTMENT ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON INVESTMENT ADVISORS LLC reported?

Accepted Answer

BEACON INVESTMENT ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEACON INVESTMENT ADVISORS LLC invest in?

Accepted Answer

BEACON INVESTMENT ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.