Question 1

What stocks does BEACON INVESTMENT ADVISORY SERVICES INC hold in its portfolio?

Accepted Answer

BEACON INVESTMENT ADVISORY SERVICES INC's top stock holdings include AMD, VTI, AAPL 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 ADVISORY SERVICES INC's largest stock holdings?

Accepted Answer

BEACON INVESTMENT ADVISORY SERVICES INC's largest stock holdings as of their last filing include AMD (valued at approximately $73.9 million), VTI (valued at approximately $196.5 million), AAPL (valued at approximately $71.6 million), IJR (valued at approximately $171.9 million), MSFT (valued at approximately $67.6 million).

Question 3

When was BEACON INVESTMENT ADVISORY SERVICES INC's last SEC filing?

Accepted Answer

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

Question 4

What stocks has BEACON INVESTMENT ADVISORY SERVICES INC recently bought or sold?

Accepted Answer

BEACON INVESTMENT ADVISORY SERVICES INC'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 ADVISORY SERVICES INC reported?

Accepted Answer

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

Question 6

Does BEACON INVESTMENT ADVISORY SERVICES INC hold options positions?

Accepted Answer

Yes, BEACON INVESTMENT ADVISORY SERVICES INC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does BEACON INVESTMENT ADVISORY SERVICES INC invest in?

Accepted Answer

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