Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
67
12
12
2
3
1
44
10
7
BEACON INVESTMENT ADVISORY SERVICES INC

Time Period2017-12-31

Total Holdings242

Total Value ($x1000)946,252
Activities
New5

Increased17

Unchanged19

Decreased201

Sold Out30

Top 10 Stock Holdingstotal 33.67%
VTI6.29

BKLN5.57

IJR4.69

PFS3.29

AGG2.73

 
CSJ2.63

HBAN2.31

MSFT2.17

AAPL2.04

JPM1.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
6.29%
TOTAL STK MKT
BKLN
5.57%
SENIOR LN PORT
IJR
4.69%
CORE S&P SCP ETF
PFS
3.29%
COM
AGG
2.73%
CORE TOTUSBD ETF
CSJ
2.63%
1-3 YR CR BD ETF
HBAN
2.31%
COM
MSFT
2.17%
COM
AAPL
2.04%
COM
JPM
1.95%
COM
HD
1.65%
COM
LYB
1.52%
SHS - A -
NOC
1.42%
COM
ABBV
1.4%
COM
RTN
1.4%
COM NEW
ITW
1.35%
COM
USB
1.34%
COM NEW
JPUS
1.34%
F JPMORGAN DIVER
ADP
1.23%
COM
FB
1.19%
CL A
UNP
1.15%
COM
UNH
1.07%
COM
AMGN
1.05%
COM
SLB
1.05%
COM
VNTV
0.98%
CL A
MA
0.97%
CL A
CDK
0.96%
COM
SYK
0.91%
COM
THO
0.9%
COM
PYPL
0.89%
COM
CMCSA
0.87%
CL A
SHW
0.87%
COM
FTV
0.87%
COM
GOOGL
0.87%
CAP STK CL A
VEA
0.84%
FTSE DEV MKT ETF
ULTA
0.82%
COM
INTC
0.81%
COM
SPY
0.8%
TR UNIT
ATVI
0.8%
COM
INTU
0.8%
COM
IPE
0.8%
BARCLYS TIPS ETF
AMTD
0.77%
COM
UPS
0.77%
CL B
CMI
0.73%
COM
PFE
0.73%
COM
CME
0.7%
COM
PEP
0.7%
COM
JNJ
0.69%
COM
CELG
0.68%
COM
HON
0.68%
COM
SERV
0.65%
COM
CSCO
0.64%
COM
BABA
0.63%
SPONSORED ADS
MRK
0.6%
COM
DWDP
0.6%
COM
NEE
0.59%
COM
TJX
0.56%
COM
ISBC
0.54%
COM
T
0.53%
COM
PBCT
0.5%
COM
TXN
0.5%
COM
GILD
0.49%
COM
VNQ
0.48%
REIT ETF
DRI
0.48%
COM
MET
0.47%
COM
XOM
0.47%
COM
GLW
0.45%
COM
CVX
0.42%
COM
WMT
0.42%
COM
QCOM
0.42%
COM
KHC
0.42%
COM
WPC
0.41%
COM
SYMC
0.38%
COM
BSV
0.37%
SHORT TRM BOND
LQD
0.36%
IBOXX INV CP ETF
WY
0.35%
COM
VZ
0.35%
COM
GM
0.34%
COM
EFAV
0.34%
EAFE MIN VOL ETF
D
0.33%
COM
MMM
0.33%
COM
CCI
0.33%
COM
BA
0.33%
COM
BMY
0.32%
COM
HAS
0.31%
COM
MIC
0.3%
MEMBERSHIP INT
GLD
0.3%
GOLD SHS
VWO
0.3%
FTSE EMR MKT ETF
ENB
0.3%
COM
VEU
0.28%
ALLWRLD EX US
STI
0.25%
COM
IBP
0.24%
COM
BPL
0.24%
UNIT LTD PARTN
NVS
0.22%
SPONSORED ADR
MTOR
0.22%
COM
JCI
0.21%
SHS
HDV
0.21%
HIGH DIVIDND ETF
PFF
0.2%
U.S. PFD STK ETF
PDBC
0.19%
DB OPT YLD DIV
KMB
0.19%
COM
NSC
0.18%
COM
GE
0.18%
COM
PCY
0.17%
SOVEREIGN DEBT
PG
0.16%
COM
BUD
0.16%
SPONSORED ADR
BRK.B
0.14%
CL B NEW
IEF
0.13%
7-10 Y TR BD ETF
BRK.A
0.13%
CL A
DIS
0.12%
COM DISNEY
MO
0.12%
COM
PPL
0.12%
COM
MDLZ
0.11%
CL A
KO
0.11%
COM
PM
0.11%
COM
SHY
0.11%
1-3 YR TR BD ETF
CL
0.11%
COM
NJR
0.11%
COM
OXY
0.1%
COM
TRV
0.1%
COM
ABT
0.1%
COM
UGI
0.09%
COM
OKE
0.09%
COM
IBM
0.09%
COM
WFC
0.08%
COM
PAA
0.08%
UNIT LTD PARTN
BIIB
0.08%
COM
UL
0.08%
SPON ADR NEW
AZN
0.08%
SPONSORED ADR
XRAY
0.08%
COM
IAU
0.07%
ISHARES
DUK
0.07%
COM NEW
CB
0.07%
COM
MKC
0.07%
COM NON VTG
IYR
0.07%
U.S. REAL ES ETF
SHM
0.07%
NUVN BR SHT MUNI
YUM
0.07%
COM
ACN
0.07%
SHS CLASS A
RDS/A
0.06%
SPONS ADR A
BMO
0.06%
COM
VIG
0.06%
DIV APP ETF
RSG
0.06%
COM
URI
0.06%
COM
SMG
0.06%
CL A
APH
0.06%
CL A
PEG
0.05%
COM
GD
0.05%
COM
ED
0.05%
COM
BCE
0.05%
COM NEW
CTSH
0.05%
CL A
COP
0.05%
COM
CET
0.05%
COM
LAMR
0.05%
CL A
HPQ
0.05%
COM
LMT
0.05%
COM
GVI
0.05%
INTRM GOV/CR ETF
UN
0.05%
N Y SHS NEW
UNM
0.05%
COM
IGF
0.05%
GLB INFRASTR ETF
IVV
0.05%
CORE S&P500 ETF
RDS/B
0.05%
SPON ADR B
BAC
0.05%
COM
IDV
0.05%
INTL SEL DIV ETF
BP
0.04%
SPONSORED ADR
VNO
0.04%
SH BEN INT
HCN
0.04%
COM
BTI
0.04%
SPONSORED ADR
LLY
0.04%
COM
TMO
0.04%
COM
DEO
0.04%
SPON ADR NEW
FLIR
0.04%
COM
SWK
0.04%
COM
GS
0.04%
COM
ALRM
0.04%
COM
RSP
0.04%
GUG S&P500 EQ WT
NKE
0.04%
CL B
MMP
0.04%
COM UNIT RP LP
PCYO
0.04%
COM NEW
EMR
0.04%
COM
HBC
0.04%
SPON ADR NEW
AMZN
0.04%
COM
BLK
0.04%
COM
KKR
0.04%
COM UNITS
AFL
0.04%
COM
PRGO
0.04%
SHS
OI
0.04%
COM NEW
HYG
0.04%
IBOXX HI YD ETF
SYY
0.04%
COM
MCD
0.04%
COM
SO
0.04%
COM
HRL
0.04%
COM
PAYX
0.04%
COM
ZION
0.04%
COM
AKAM
0.04%
COM
VOD
0.04%
SPNSR ADR NO PAR
MLPI
0.04%
ALERIAN INFRST
FCPT
0.03%
COM
JEC
0.03%
COM
PNR
0.03%
SHS
GPC
0.03%
COM
VIGI
0.03%
INTL DVD ETF
REGN
0.03%
COM
SLF
0.03%
COM
SDY
0.03%
S&P DIVID ETF
MON
0.03%
COM
GOOG
0.03%
CAP STK CL C
GIS
0.03%
COM
FLR
0.03%
COM
CVA
0.03%
COM
QUAL
0.03%
MSCI USA QLT FAC
AOM
0.03%
MODERT ALLOC ETF
EPD
0.03%
COM
COF
0.03%
COM
SIVB
0.03%
COM
LNC
0.03%
COM
EFA
0.03%
MSCI EAFE ETF
IJH
0.03%
CORE S&P MCP ETF
NRZ
0.03%
COM NEW
NUE
0.03%
COM
ORCL
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
HCP
0.03%
COM
HRB
0.03%
COM
AIZ
0.03%
COM
HTA
0.02%
CL A NEW
ARI
0.02%
COM
IP
0.02%
COM
FNLC
0.02%
COM
TUP
0.02%
COM
IBB
0.02%
NASDQ BIOTEC ETF
TD
0.02%
COM NEW
DAL
0.02%
COM NEW
MUJ
0.02%
COM
ALLE
0.02%
ORD SHS
TRI
0.02%
COM
UTX
0.02%
COM
JPZ
0.02%
COM
NRK
0.02%
COM
AES
0.02%
COM
GAB
0.01%
COM
SJT
0.01%
UNIT BEN INT
FAX
0.01%
COM
MSFT
< 0.01%
CALL
ABBV
0.3%
CALL
ABC
0.25%
COM
T
0.12%
CALL
OMC
0.09%
COM
ITA
0.04%
U.S. AER&DEF ETF
ITOT
0.03%
CORE S&P TTL STK
AOR
0.03%
GRWT ALLOCAT ETF
DOC
0.03%
COM
FAST
0.03%
COM
USMV
0.02%
USA MIN VOL ETF
C
0.02%
COM NEW
FIS
0.02%
COM
XBI
0.02%
S&P BIOTECH
TSCO
0.02%
COM
MCHP
0.02%
COM
PCLN
0.02%
COM NEW
DFP
0.02%
SHS
MIDD
0.02%
COM
FCE/A
0.02%
COM CL A
BIDU
0.02%
SPON ADR REP A
BX
0.02%
COM UNIT LTD
NAVI
0.02%
COM
ARCC
0.02%
COM
ALXN
0.02%
COM
ESS
0.02%
COM
TGNA
0.01%
COM
IBN
0.01%
ADR
BBVA
0.01%
SPONSORED ADR
AINV
0.01%
COM
CHK
< 0.01%
COM