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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
65
11
10
2
2
1
41
15
10
BEACON INVESTMENT ADVISORY SERVICES INC

Time Period2019-06-30

Total Holdings226

Total Value ($x1000)943,956
Activities
New36

Increased62

Unchanged22

Decreased106

Sold Out30

Top 10 Stock Holdingstotal 35.75%
MINT8.43

VTI6.77

IJR3.86

MSFT3.19

IWM2.66

 
IVV2.34

AAPL2.32

MA2.18

JPM2.1

HD1.9

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MINT
8.43%
ENHAN SHRT MAT
VTI
6.77%
TOTAL STK MKT
IJR
3.86%
CORE S&P SCP ETF
MSFT
3.19%
COM
IWM
2.66%
RUSSELL 2000 ETF
IVV
2.34%
CORE S&P500 ETF
AAPL
2.32%
COM
MA
2.18%
CL A
JPM
2.1%
COM
HD
1.9%
COM
UNP
1.87%
COM
WP
1.74%
CL A
PYPL
1.71%
COM
ULTA
1.65%
COM
ADP
1.62%
COM
CSJ
1.47%
1-3 YR CR BD ETF
USB
1.4%
COM NEW
INTU
1.36%
COM
FB
1.35%
CL A
SYK
1.28%
COM
JPUS
1.23%
F JPMORGAN DIVER
ITW
1.21%
COM
UNH
1.18%
COM
AMGN
1.13%
COM
NOC
1.12%
COM
BABA
1.08%
SPONSORED ADS
JPST
1.08%
ULTRA SHRT INC
FTV
1.04%
COM
SHW
1%
COM
TXN
0.93%
COM
CMCSA
0.91%
CL A
GOOGL
0.9%
CAP STK CL A
CSCO
0.88%
COM
BNDX
0.82%
INTL BD IDX ETF
MRK
0.81%
COM
AMTD
0.8%
COM
TJX
0.77%
COM
VEA
0.76%
FTSE DEV MKT ETF
PFE
0.75%
COM
HON
0.75%
COM
PEP
0.72%
COM
SERV
0.7%
COM
INTC
0.69%
COM
CDK
0.68%
COM
ROST
0.66%
COM
JNJ
0.64%
COM
SPY
0.63%
TR UNIT
DIS
0.58%
COM DISNEY
DRI
0.57%
COM
GLW
0.55%
COM
ALLE
0.54%
ORD SHS
QCOM
0.54%
COM
DG
0.49%
COM
CVX
0.49%
COM
CCI
0.48%
COM
ISBC
0.48%
COM
BKNG
0.47%
COM
EFAV
0.46%
EAFE MIN VOL ETF
T
0.46%
COM
NVR
0.45%
COM
PFS
0.45%
COM
VZ
0.45%
COM
ATVI
0.45%
COM
IAU
0.44%
ISHARES
PDBC
0.43%
OPTIMUM YIELD
VWO
0.42%
FTSE EMR MKT ETF
NVS
0.42%
SPONSORED ADR
ENB
0.4%
COM
NEE
0.39%
COM
HAS
0.39%
COM
THO
0.39%
COM
MET
0.38%
COM
D
0.37%
COM
BA
0.37%
COM
ETN
0.35%
SHS
WY
0.35%
COM
JCI
0.33%
SHS
MS
0.32%
COM NEW
LMT
0.32%
COM
VNQI
0.31%
GLB EX US ETF
PBCT
0.31%
COM
GM
0.31%
COM
STI
0.31%
COM
FTDR
0.3%
COM
AXP
0.28%
COM
XOM
0.28%
COM
VEU
0.25%
ALLWRLD EX US
MTOR
0.24%
COM
HDV
0.23%
HIGH DIVIDND ETF
TTD
0.21%
CL A
RTN
0.19%
COM NEW
IPE
0.19%
BARCLYS TIPS ETF
AGG
0.19%
CORE TOTUSBD ETF
LYB
0.17%
SHS - A -
OXY
0.16%
COM
MMM
0.16%
COM
IBP
0.16%
COM
IDV
0.16%
INTL SEL DIV ETF
BUD
0.15%
SPONSORED ADR
NSC
0.14%
COM
GILD
0.14%
COM
VNQ
0.12%
REIT ETF
ROP
0.12%
COM
BRK.B
0.12%
CL B NEW
SHV
0.12%
SHRT TRS BD ETF
PEG
0.11%
COM
CELG
0.11%
COM
ABT
0.11%
COM
BRK.A
0.1%
CL A
ABBV
0.1%
COM
PAA
0.1%
UNIT LTD PARTN
BKLN
0.1%
SR LN ETF
BSV
0.09%
SHORT TRM BOND
KMB
0.09%
COM
MKC
0.09%
COM NON VTG
SHY
0.09%
1-3 YR TR BD ETF
PG
0.09%
COM
TRI
0.08%
COM NEW
BAC
0.08%
COM
TRV
0.08%
COM
IGF
0.08%
GLB INFRASTR ETF
GLD
0.08%
GOLD SHS
PM
0.07%
COM
WPC
0.07%
COM
MO
0.07%
COM
BMY
0.07%
COM
AMZN
0.06%
COM
APH
0.06%
CL A
YUM
0.06%
COM
RDS/A
0.06%
SPONS ADR A
IBM
0.06%
COM
CET
0.06%
COM
WFC
0.06%
COM
BP
0.06%
SPONSORED ADR
KO
0.05%
COM
BIIB
0.05%
COM
VAR
0.05%
COM
DHR
0.05%
COM
BCE
0.05%
COM NEW
CL
0.05%
COM
DAL
0.05%
COM NEW
CVA
0.05%
COM
VIG
0.05%
DIV APP ETF
AKAM
0.05%
COM
CB
0.05%
COM
MTD
0.05%
COM
AFL
0.05%
COM
FLIR
0.05%
COM
SMG
0.05%
CL A
MDLZ
0.05%
CL A
UN
0.05%
N Y SHS NEW
TMO
0.05%
COM
HPQ
0.05%
COM
AYI
0.05%
COM
GD
0.05%
COM
DEO
0.05%
SPON ADR NEW
CME
0.05%
COM
PFF
0.05%
U.S. PFD STK ETF
NKE
0.05%
CL B
ADI
0.04%
COM
AOM
0.04%
MODERT ALLOC ETF
SLB
0.04%
COM
CAG
0.04%
COM
JEC
0.04%
COM
ARES
0.04%
CL A COM STK
LAMR
0.04%
CL A
ACN
0.04%
SHS CLASS A
WMT
0.04%
COM
SBUX
0.04%
COM
COP
0.04%
COM
MLPI
0.04%
ALERIAN INFRST
CGNX
0.04%
COM
DIN
0.04%
COM
RDS/B
0.04%
SPON ADR B
XLNX
0.04%
COM
NVT
0.04%
SHS
RSG
0.04%
COM
NUE
0.04%
COM
GPC
0.04%
COM
LLY
0.04%
COM
MMP
0.03%
COM UNIT RP LP
DD
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
PPL
0.03%
COM
ZION
0.03%
COM
GS
0.03%
COM
SWK
0.03%
COM
UA/C
0.03%
CL C
BF/B
0.03%
CL B
AZN
0.03%
SPONSORED ADR
GVI
0.03%
INTRM GOV/CR ETF
NKTR
0.03%
COM
GOOG
0.03%
CAP STK CL C
ORCL
0.03%
COM
LW
0.03%
COM
PODD
0.03%
COM
TGT
0.03%
COM
WBA
0.03%
COM
NCLH
0.03%
SHS
HCP
0.03%
COM
AIZ
0.03%
COM
NOK
0.03%
SPONSORED ADR
CPRI
0.03%
SHS
CTSH
0.03%
CL A
IJH
0.03%
CORE S&P MCP ETF
DXCM
0.03%
COM
HBAN
0.03%
COM
FDS
0.03%
COM
HBC
0.03%
SPON ADR NEW
COF
0.03%
COM
COO
0.03%
COM NEW
BIO
0.02%
CL A
EMR
0.02%
COM
ARI
0.02%
COM
HFC
0.02%
COM
URI
0.02%
COM
IDXX
0.02%
COM
NRZ
0.02%
COM NEW
FNLC
0.02%
COM
DOW
0.02%
COM
PAYX
0.02%
COM
ACGL
0.02%
ORD
PNW
0.02%
COM
GE
0.02%
COM
PCYO
0.02%
COM NEW
GAB
0.01%
COM
CSCO
0.92%
PRN
CMCSA
0.84%
PRN
UPS
0.6%
CL B
CCI
0.53%
PRN
CVX
0.51%
PRN
WY
0.26%
PRN
BPL
0.16%
PRN
DWDP
0.14%
COM
WPC
0.13%
PRN
OKE
0.12%
COM
MIC
0.1%
MEMBERSHIP INT
CMI
0.09%
COM
UL
0.08%
SPON ADR NEW
DUK
0.07%
COM NEW
SHM
0.06%
NUVN BR SHT MUNI
BMO
0.06%
COM
NJR
0.05%
COM
LAMR
0.04%
PRN
KHC
0.04%
COM
VNO
0.04%
SH BEN INT
KKR
0.04%
PRN
UGI
0.03%
COM
MMP
0.03%
PRN
HCP
0.03%
PRN
AES
0.03%
COM
NRZ
0.03%
PRN
ARI
0.02%
PRN
REGN
0.02%
COM
IBN
0.01%
ADR
GAB
0.01%
PRN