BEACON INVESTMENT ADVISORY SERVICES INC

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VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
462,156+9,070+2.00%
Created with Highcharts 10.1.0
$109.915.94%0.03%127,019,0532025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
828,954+27,740+3.46%
Created with Highcharts 10.1.0
$76.414.06%0.11%86,683,7552025-03-31
MA
MASTERCARD
133,361-9,697-6.78%
Created with Highcharts 10.1.0
$271.683.42%0.01%73,097,7982025-03-31
AAPL
APPLE
314,161-8,031-2.49%
Created with Highcharts 10.1.0
$53.043.27%0.00%69,784,5922025-03-31
MSFT
MICROSOFT
173,594-1,997-1.14%
Created with Highcharts 10.1.0
$106.493.05%0.00%65,165,4722025-03-31
JPM
JPMORGAN CHASE
263,612-4,213-1.57%
Created with Highcharts 10.1.0
$108.733.03%0.01%64,664,0772025-03-31
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
715,585+9,025+1.28%
Created with Highcharts 10.1.0
$76.832.64%0.16%56,488,2722025-03-31
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
655,942+4,181+0.64%
Created with Highcharts 10.1.0
$81.562.54%0.24%54,266,0432025-03-31
IAU
ISHARES GOLD TRUST
909,622-26,575-2.84%
Created with Highcharts 10.1.0
$31.632.51%0.13%53,631,3142025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
747,905+60,025+8.73%
Created with Highcharts 10.1.0
$46.131.78%0.03%38,016,0252025-03-31
VRTX
VERTEX PHARMACEUTICALS
77,901-923-1.17%
Created with Highcharts 10.1.0
$248.441.77%0.03%37,767,9632025-03-31
NVDA
NVIDIA
340,395-7,443-2.14%
Created with Highcharts 10.1.0
$19.201.73%0.00%36,892,0112025-03-31
GOOGL
ALPHABET
232,481+297+0.13%
Created with Highcharts 10.1.0
$61.961.68%0.00%35,950,9002025-03-31
BKNG
BOOKING HOLDINGS
7,740-49-0.63%
Created with Highcharts 10.1.0
$2,206.061.67%0.02%35,657,5232025-03-31
MS
MORGAN STANLEY
301,969+63,031+26.38%
Created with Highcharts 10.1.0
$82.631.65%0.02%35,230,7182025-03-31
ADI
ANALOG DEVICES
168,787-19,961-10.58%
Created with Highcharts 10.1.0
$112.781.59%0.03%34,039,1752025-03-31
DXCM
DEXCOM
491,744-140,984-22.28%
Created with Highcharts 10.1.0
$50.661.57%0.13%33,581,1982025-03-31
PODD
INSULET
121,891-28,889-19.16%
Created with Highcharts 10.1.0
$169.051.50%0.17%32,009,7962025-03-31
ITW
ILLINOIS TOOL WORKS
128,498-2,936-2.23%
Created with Highcharts 10.1.0
$164.211.49%0.04%31,868,7682025-03-31
ISRG
INTUITIVE SURGICAL
63,763-6,190-8.85%
Created with Highcharts 10.1.0
$314.601.48%0.02%31,579,9022025-03-31
HD
HOME DEPOT
84,393+4,837+6.08%
Created with Highcharts 10.1.0
$188.531.45%0.01%30,929,1622025-03-31
IDXX
IDEXX LABORATORIES
65,278-14,326-18.00%
Created with Highcharts 10.1.0
$276.541.28%0.08%27,413,4972025-03-31
IVV
ISHARES CORE S&P 500 ETF
48,729-38-0.08%
Created with Highcharts 10.1.0
$275.151.28%0.00%27,381,0792025-03-31
TJX
TJX COMPANIES
218,881+515+0.24%
Created with Highcharts 10.1.0
$50.031.25%0.02%26,659,7282025-03-31
INTU
INTUIT
43,191-122-0.28%
Created with Highcharts 10.1.0
$174.241.24%0.02%26,519,1322025-03-31
ZTS
ZOETIS
160,524-5,170-3.12%
Created with Highcharts 10.1.0
$168.091.24%0.04%26,430,3032025-03-31
FTNT
FORTINET
269,420+8,538+3.27%
Created with Highcharts 10.1.0
$72.931.21%0.04%25,934,3702025-03-31
SHW
SHERWIN WILLIAMS
73,164+1,703+2.38%
Created with Highcharts 10.1.0
$145.511.20%0.03%25,548,1122025-03-31
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
502,579+15,560+3.19%
Created with Highcharts 10.1.0
$50.681.19%0.08%25,445,5742025-03-31
SYK
STRYKER
68,282-1,525-2.18%
Created with Highcharts 10.1.0
$209.841.19%0.02%25,417,9872025-03-31
DHR
DANAHER
121,514-27,393-18.40%
Created with Highcharts 10.1.0
$130.621.17%0.02%24,910,3702025-03-31
MTD
METTLER TOLEDO INTERNATIONAL
21,080-3,676-14.85%
Created with Highcharts 10.1.0
$910.971.16%0.10%24,893,5832025-03-31
ROST
ROSS STORES
193,348-12,504-6.07%
Created with Highcharts 10.1.0
$111.071.16%0.06%24,707,9272025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
245,112+20,735+9.24%
Created with Highcharts 10.1.0
$96.411.13%0.02%24,246,4342025-03-31
LLY
ELI LILLY
25,188-2,934-10.43%
Created with Highcharts 10.1.0
$444.820.97%0.00%20,803,0542025-03-31
JNJ
JOHNSON & JOHNSON
122,077-9,361-7.12%
Created with Highcharts 10.1.0
$137.660.95%0.01%20,245,2072025-03-31
AMD
ADVANCED MICRO DEVICES
190,690-42,833-18.34%
Created with Highcharts 10.1.0
$117.640.92%0.01%19,591,4912025-03-31
NVO
NOVO NORDISK A S
267,067-35,166-11.64%
Created with Highcharts 10.1.0
$27.740.87%0.00%18,545,1332025-03-31
PANW
PALO ALTO NETWORKS
108,565+4,414+4.24%
Created with Highcharts 10.1.0
$302.080.87%0.02%18,525,5322025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
92,268+4,922+5.64%
Created with Highcharts 10.1.0
$157.470.84%0.02%17,899,0702025-03-31
SPY
SPDR S&P 500 ETF
31,874-7,954-19.97%
Created with Highcharts 10.1.0
$419.590.83%0.00%17,829,8872025-03-31
AMAT
APPLIED MATERIALS
119,323+2,450+2.10%
Created with Highcharts 10.1.0
$147.320.81%0.01%17,316,1342025-03-31
HON
HONEYWELL INTERNATIONAL
80,966-5,780-6.66%
Created with Highcharts 10.1.0
$172.910.80%0.01%17,144,5652025-03-31
NVR
NVR
2,349+21+0.90%
Created with Highcharts 10.1.0
$3,778.450.80%0.08%17,017,0732025-03-31
REGN
REGENERON PHARMACEUTICALS
26,259+1,751+7.14%
Created with Highcharts 10.1.0
$779.720.78%0.02%16,654,2512025-03-31
ADBE
ADOBE
41,550-2,219-5.07%
Created with Highcharts 10.1.0
$447.050.75%0.01%15,935,6722025-03-31
ABBV
ABBVIE
75,706+2,037+2.77%
Created with Highcharts 10.1.0
$100.070.74%0.00%15,861,8282025-03-31
AVGO
BROADCOM
92,276-15,226-14.16%
Created with Highcharts 10.1.0
$42.630.72%0.00%15,449,7032025-03-31
PYPL
PAYPAL
229,712+8,936+4.05%
Created with Highcharts 10.1.0
$83.600.70%0.02%14,988,7082025-03-31
ETN
EATON CORP
52,698+5,872+12.54%
Created with Highcharts 10.1.0
$131.600.67%0.01%14,324,8982025-03-31