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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 $2,307,682,169
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 453,086 $131,308,728 5.69%
2.
Ishares Trust
 IEF 801,214 $92,315,845 4%
3.
Apple Inc.
 AAPL 322,192 $80,683,407 3.49%
4.
Mastercard Inc
 MA 143,058 $75,329,989 3.26%
5.
Microsoft Corp
 MSFT 175,591 $74,011,758 3.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)