Notify me when BEACON INVESTMENT ADVISORY SERVICES, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 261 | $2,449,154,324 | +$142,291,592 | -$137,860,994 | +$4,430,598 | VTI, IJR, MSFT, AAPL, IAU | Restatement | 16 Jan 2026, 10:00 |
| Q3 2025 | 253 | $2,376,486,889 | +$87,754,296 | -$91,982,079 | -$4,227,783 | VTI, IJR, MSFT, JPM, AAPL | 13F-HR | 16 Oct 2025, 14:51 |
| Q2 2025 | 250 | $2,265,517,900 | +$124,124,071 | -$170,960,364 | -$46,836,293 | VTI, IJR, MSFT, JPM, MA | 13F-HR | 15 Jul 2025, 16:35 |
| Q1 2025 | 236 | $2,137,016,975 | +$58,593,831 | -$126,308,620 | -$67,714,789 | VTI, IJR, MA, AAPL, MSFT | 13F-HR | 06 May 2025, 10:43 |
| Q4 2024 | 249 | $2,305,923,929 | +$84,942,366 | -$135,682,060 | -$50,739,694 | VTI, IJR, AAPL, MA, MSFT | 13F-HR | 17 Jan 2025, 16:53 |
| Q3 2024 | 254 | $2,404,033,346 | +$46,749,774 | -$38,847,590 | +$7,902,184 | VTI, IJR, AAPL, MA, MSFT | 13F-HR | 14 Nov 2024, 12:19 |
| Q2 2024 | 262 | $2,330,079,896 | +$110,062,837 | -$77,338,037 | +$32,724,800 | VTI, IJR, DXCM, MSFT, AAPL | 13F-HR | 14 Aug 2024, 10:51 |
| Q1 2024 | 266 | $2,318,324,792 | +$62,952,365 | -$98,522,329 | -$35,569,964 | VTI, DXCM, IJR, MA, MSFT | 13F-HR | 09 May 2024, 10:35 |
| Q4 2023 | 264 | $2,200,084,460 | +$65,321,022 | -$144,086,787 | -$78,765,765 | VTI, DXCM, IJR, MA, AAPL | 13F-HR | 12 Feb 2024, 11:10 |
| Q3 2023 | 271 | $2,031,285,000 | +$67,537,031 | -$65,914,336 | +$1,622,695 | VTI, VCSH, DXCM, SHY, IJR | 13F-HR | 31 Oct 2023, 15:56 |
| Q2 2023 | 277 | $2,169,293,757 | +$87,213,141 | -$54,997,739 | +$32,215,402 | VTI, DXCM, VCSH, SHY, IJR | 13F-HR | 21 Jul 2023, 14:22 |
| Q1 2023 | 276 | $2,058,032,841 | +$103,390,434 | -$110,397,648 | -$7,007,214 | VTI, DXCM, VCSH, SHY, IJR | 13F-HR | 04 May 2023, 14:56 |
| Q4 2022 | 278 | $1,952,973,076 | +$43,340,859 | -$103,312,824 | -$59,971,965 | VTI, DXCM, VCSH, IJR, MA | 13F-HR | 13 Jan 2023, 14:39 |
| Q3 2022 | 274 | $1,818,010,000 | +$82,798,969 | -$77,302,531 | +$5,496,438 | VTI, VCSH, DXCM, IJR, AAPL | 13F-HR | 19 Oct 2022, 18:35 |
| Q2 2022 | 282 | $1,913,602,000 | +$195,582,726 | -$183,997,100 | +$11,585,626 | VTI, VCSH, IJR, DXCM, MA | 13F-HR | 21 Jul 2022, 12:47 |
| Q1 2022 | 297 | $2,344,220,000 | +$95,793,432 | -$111,032,222 | -$15,238,790 | MINT, VTI, DXCM, AAPL, IJR | 13F-HR | 12 May 2022, 17:00 |
| Q4 2021 | 306 | $2,574,351,000 | +$105,816,694 | -$80,578,118 | +$25,238,576 | MINT, VTI, DXCM, AAPL, IJR | 13F-HR | 04 Feb 2022, 17:19 |
| Q3 2021 | 296 | $2,415,442,000 | +$98,805,346 | -$127,974,724 | -$29,169,378 | MINT, DXCM, VTI, IJR, MA | 13F-HR | 09 Nov 2021, 14:55 |
| Q2 2021 | 300 | $2,469,568,000 | +$135,833,995 | -$90,250,811 | +$45,583,184 | MINT, VTI, IJR, DXCM, PYPL | 13F-HR | 02 Aug 2021, 14:31 |
| Q1 2021 | 295 | $2,290,193,000 | +$128,074,832 | -$76,566,852 | +$51,507,980 | MINT, VTI, IJR, DXCM, MA | 13F-HR | 21 May 2021, 11:46 |
| Q4 2020 | 276 | $2,164,036,000 | +$73,812,426 | -$41,497,260 | +$32,315,166 | MINT, VTI, DXCM, IJR, MA | 13F-HR | 08 Feb 2021, 14:26 |
| Q3 2020 | 255 | $1,926,961,000 | +$118,306,294 | -$56,758,735 | +$61,547,559 | MINT, DXCM, VTI, MA, PODD | 13F-HR | 29 Oct 2020, 15:43 |
| Q2 2020 | 244 | $1,755,728,000 | +$154,995,304 | -$112,161,008 | +$42,834,296 | MINT, DXCM, VTI, MA, IJR | 13F-HR | 28 Jul 2020, 16:08 |
| Q1 2020 | 233 | $1,418,108,000 | +$50,394,224 | -$199,219,763 | -$148,825,539 | MINT, DXCM, VTI, MA, PODD | 13F-HR | 05 May 2020, 16:24 |
| Q4 2019 | 245 | $1,874,811,000 | +$839,102,284 | -$31,977,220 | +$807,125,064 | MINT, VTI, MA, DXCM, JPM | 13F-HR | 31 Jan 2020, 11:27 |
| Q3 2019 | 231 | $1,000,103,000 | +$111,222,597 | -$61,143,660 | +$50,078,937 | MINT, VTI, IJR, MSFT, AAPL | 13F-HR | 29 Oct 2019, 13:52 |
| Q2 2019 | 226 | $943,956,000 | +$76,662,342 | -$103,806,612 | -$27,144,270 | MINT, VTI, IJR, MSFT, IWM | 13F-HR | 07 Aug 2019, 09:31 |
| Q1 2019 | 220 | $943,310,000 | +$121,092,892 | -$185,577,803 | -$64,484,911 | MINT, VTI, IJR, MSFT, IWM | 13F-HR | 15 May 2019, 11:24 |
| Q4 2018 | 251 | $904,109,000 | +$98,533,614 | -$89,035,311 | +$9,498,303 | BKLN, VTI, IJR, PFS, MINT | 13F-HR | 07 Feb 2019, 17:59 |
| Q3 2018 | 254 | $1,029,240,000 | +$72,333,544 | -$66,919,847 | +$5,413,697 | VTI, IJR, BKLN, HBAN, PFS | 13F-HR | 08 Nov 2018, 18:13 |
| Q2 2018 | 252 | $988,760,000 | +$132,552,421 | -$134,899,575 | -$2,347,154 | VTI, IJR, BKLN, PFS, HBAN | 13F-HR | 08 Aug 2018, 17:45 |
| Q1 2018 | 256 | $969,268,000 | +$70,295,175 | -$30,668,810 | +$39,626,365 | VTI, BKLN, IJR, PFS, HBAN | 13F-HR | 26 Apr 2018, 15:37 |
| Q4 2017 | 241 | $946,252,000 | +$12,617,373 | -$271,375,447 | -$258,758,074 | VTI, BKLN, IJR, PFS, AGG | Restatement | 26 Apr 2018, 15:35 |
| Q3 2017 | 264 | $1,157,854,000 | +$959,008,654 | -$149,030,419 | +$809,978,235 | VTI, BKLN, IJR, IGSB, PFS | 13F-HR | 14 Nov 2017, 16:50 |
| Q2 2017 | 107 | $337,128,000 | +$74,444,053 | -$40,944,306 | +$33,499,747 | SPY, BKLN, VTI, IJR, IGSB | 13F-HR | 03 Aug 2017, 16:00 |
| Q1 2017 | 84 | $298,637,000 | +$13,748,080 | -$15,529,395 | -$1,781,315 | SPY, IGSB, VTI, ISBC, BKLN | 13F-HR | 11 May 2017, 19:22 |
| Q4 2016 | 75 | $287,491,000 | +$55,338,428 | -$6,194,767 | +$49,143,661 | SPY, IGSB, VTI, ISBC, BPL | 13F-HR | 08 Feb 2017, 07:41 |
| Q3 2016 | 70 | $231,387,000 | +$3,567,905 | -$9,112,919 | -$5,545,014 | SPY, VTI, ISBC, BPL, VEU | 13F-HR | 01 Nov 2016, 14:22 |
| Q2 2016 | 67 | $193,275,000 | +$6,342,753 | -$8,716,320 | -$2,373,567 | SPY, ISBC, BPL, VEU, SHM | 13F-HR | 09 Aug 2016, 07:46 |
| Q1 2016 | 60 | $227,420,000 | +$3,943,562 | -$69,566,405 | -$65,622,843 | SPY, VTI, ISBC, BPL, GILD | 13F-HR | 09 May 2016, 10:56 |
| Q4 2015 | 61 | $289,850,000 | +$2,744,025 | -$34,633,108 | -$31,889,083 | SPY, VIG, VTI, VYM, ISBC | 13F-HR | 08 Feb 2016, 15:18 |
| Q3 2015 | 58 | $306,020,000 | +$15,602,759 | -$47,993,813 | -$32,391,054 | SPY, VIG, VTI, AMLP, VYM | 13F-HR | 19 Nov 2015, 10:58 |
| Q2 2015 | 50 | $372,716,000 | $0 | $0 | $0 | SPY, AMLP, VIG, VTI, ISBC | 13F-HR | 19 Nov 2015, 10:58 |