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Home > Institutional Investor > Beacon Investment Advisory Services, Inc. > Profile

Instuitional Investor - Beacon Investment Advisory Services, Inc.

Fund Profile
Filing Period:
Fund Name: Beacon Investment Advisory Services, Inc.
Portfolio Value $2,200,084,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 496,884 $117,870,798 5.35%
2.
Dexcom Inc
 DXCM 758,079 $94,070,024 4.27%
3.
Ishares Trust
 IEF 670,306 $72,560,625 3.29%
4.
Mastercard Inc
 MA 151,806 $64,746,849 2.94%
5.
Apple Inc.
 AAPL 333,206 $64,152,212 2.91%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)