BEACON INVESTMENT ADVISORY SERVICES, INC.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Morristown, NJ
CIK
0001654599
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 262 2,330,079 VTI, IJR, DXCM, MSFT 13F-HR 8/14/2024 000117266124003468
Q1 2024 266 2,318,324 VTI, DXCM, IJR, MA 13F-HR 5/9/2024 000117266124002101
Q4 2023 264 2,200,084 VTI, DXCM, IJR, MA 13F-HR 2/12/2024 000117266124000662
Q3 2023 271 2,031,285 VTI, VCSH, DXCM, SHY 13F-HR 10/31/2023 000117266123003555
Q2 2023 277 2,169,293 VTI, DXCM, VCSH, SHY 13F-HR 7/21/2023 000117266123002583
Q1 2023 276 2,058,032 VTI, DXCM, VCSH, SHY 13F-HR 5/4/2023 000117266123001847
Q4 2022 278 1,952,973 VTI, DXCM, VCSH, IJR 13F-HR 1/13/2023 000117266123000170
Q3 2022 274 1,818,010 VTI, VCSH, DXCM, IJR 13F-HR 10/19/2022 000117266122002216
Q2 2022 284 1,919,336 VTI, VCSH, IJR, DXCM 13F-HR 7/21/2022 000117266122001649
Q1 2022 297 2,344,220 MINT, VTI, DXCM, AAPL 13F-HR 5/12/2022 000117266122001254
Q4 2021 306 2,574,351 MINT, VTI, DXCM, AAPL 13F-HR 2/4/2022 000117266122000242
Q3 2021 296 2,415,442 MINT, DXCM, VTI, IJR 13F-HR 11/9/2021 000117266121002137
Q2 2021 300 2,469,568 MINT, VTI, IJR, DXCM 13F-HR 8/2/2021 000117266121001574
Q1 2021 295 2,290,193 MINT, VTI, IJR, DXCM 13F-HR 5/21/2021 000117266121001372
Q4 2020 276 2,164,036 MINT, VTI, DXCM, IJR 13F-HR 2/8/2021 000117266121000278
Q3 2020 255 1,926,961 MINT, DXCM, VTI, MA 13F-HR 10/29/2020 000117266120002042
Q2 2020 244 1,755,728 MINT, DXCM, VTI, MA 13F-HR 7/28/2020 000117266120001560
Q1 2020 233 1,418,108 MINT, DXCM, VTI, MA 13F-HR 5/5/2020 000117266120001130
Q4 2019 245 1,874,811 MINT, VTI, MA, DXCM 13F-HR 1/31/2020 000117266120000283
Q3 2019 231 1,000,103 MINT, VTI, IJR, MSFT 13F-HR 10/29/2019 000117266119002067
Q2 2019 226 943,956 MINT, VTI, IJR, MSFT 13F-HR 8/7/2019 000117266119001629
Q1 2019 220 943,310 MINT, VTI, IJR, MSFT 13F-HR 5/15/2019 000117266119001314
Q4 2018 251 904,109 BKLN, VTI, IJR, PFS 13F-HR 2/8/2019 000117266119000348
Q3 2018 254 1,029,240 VTI, IJR, BKLN, HBAN 13F-HR 11/9/2018 000117266118001977
Q2 2018 252 988,760 VTI, IJR, BKLN, PFS 13F-HR 8/9/2018 000117266118001479
Q1 2018 256 969,268 VTI, POWERSHARES ETF TRUST II, IJR, PFS 13F-HR 4/26/2018 000117266118000973
Q4 2017 242 946,483 VTI, POWERSHARES ETF TRUST II, IJR, PFS RESTATEMENT 4/26/2018 000117266118000972
Q3 2017 267 1,166,268 VTI, POWERSHARES ETF TRUST II, IJR, IGSB 13F-HR 11/14/2017 000117266117002138
Q2 2017 111 559,643 SPY, SPY calls, SPY puts, POWERSHARES ETF TRUST II 13F-HR 8/3/2017 000117266117001475
Q1 2017 86 522,799 SPY, SPY calls, SPY puts, IGSB 13F-HR 5/12/2017 000117266117001026
Q4 2016 77 517,659 SPY, SPY calls, SPY puts, IGSB 13F-HR 2/8/2017 000117266117000267
Q3 2016 72 457,679 SPY, SPY calls, SPY puts, VTI 13F-HR 11/1/2016 000117266116004079
Q2 2016 69 459,788 SPY, SPY calls, SPY puts, VTI 13F-HR 8/9/2016 000117266116003669
Q1 2016 62 467,301 SPY, SPY calls, SPY puts, VTI 13F-HR 5/9/2016 000117266116003169
Q4 2015 63 530,641 SPY, SPY calls, SPY puts, VIG 13F-HR 2/8/2016 000117266116002459
Q3 2015 60 541,426 SPY, SPY calls, SPY puts, VIG 13F-HR 11/19/2015 000117266115002106
Q2 2015 52 634,244 SPY, SPY calls, SPY puts, AMLP 13F-HR 11/19/2015 000117266115002105
Additional filings from Beacon Investment Advisory Services, Inc. that have since been restated