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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
64
16
14
3
3
1
40
9
4
BEACON INVESTMENT ADVISORY SERVICES INC

Time Period2018-12-31

Total Holdings251

Total Value ($x1000)904,109
Activities
New33

Increased64

Unchanged44

Decreased110

Sold Out36

Top 10 Stock Holdingstotal 32.61%
BKLN6.04

VTI5.59

IJR3.35

PFS3.09

MINT2.86

 
HBAN2.72

MSFT2.52

IWM2.41

AAPL2.08

JPM1.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BKLN
6.04%
SR LN ETF
VTI
5.59%
TOTAL STK MKT
IJR
3.35%
CORE S&P SCP ETF
PFS
3.09%
COM
MINT
2.86%
ENHAN SHRT MAT
HBAN
2.72%
COM
MSFT
2.52%
COM
IWM
2.41%
RUSSELL 2000 ETF
AAPL
2.08%
COM
JPM
1.95%
COM
CSJ
1.61%
1-3 YR CR BD ETF
HD
1.6%
COM
UNP
1.54%
COM
ABBV
1.5%
COM
MA
1.47%
CL A
ADP
1.45%
COM
IVV
1.41%
CORE S&P500 ETF
AMGN
1.31%
COM
SPY
1.27%
TR UNIT
PYPL
1.24%
COM
UNH
1.22%
COM
RTN
1.19%
COM NEW
USB
1.18%
COM NEW
LYB
1.17%
SHS - A -
ULTA
1.15%
COM
NOC
1.12%
COM
WP
1.1%
CL A
JPUS
1.1%
F JPMORGAN DIVER
INTU
1.04%
COM
PFE
1.03%
COM
ITW
1.02%
COM
IPE
1%
BARCLYS TIPS ETF
SYK
0.93%
COM
GOOGL
0.92%
CAP STK CL A
VEA
0.92%
FTSE DEV MKT ETF
FB
0.91%
CL A
CME
0.91%
COM
SHW
0.89%
COM
MRK
0.86%
COM
FTV
0.85%
COM
CSCO
0.79%
PRN
AMTD
0.79%
COM
INTC
0.77%
COM
JNJ
0.73%
COM
BNDX
0.72%
INTL BD IDX ETF
CMCSA
0.66%
PRN
TJX
0.66%
COM
UPS
0.64%
CL B
BABA
0.63%
SPONSORED ADS
AGG
0.63%
CORE TOTUSBD ETF
PEP
0.63%
COM
CDK
0.63%
COM
ATVI
0.62%
COM
HON
0.58%
COM
NEE
0.56%
COM
BA
0.51%
COM
SERV
0.51%
COM
DRI
0.5%
COM
TXN
0.47%
COM
ISBC
0.46%
COM
CVX
0.45%
PRN
GLW
0.45%
COM
WMT
0.44%
COM
EFAV
0.44%
EAFE MIN VOL ETF
GILD
0.43%
COM
CCI
0.42%
PRN
QCOM
0.42%
COM
IAU
0.4%
ISHARES
T
0.39%
COM
NVS
0.38%
SPONSORED ADR
D
0.36%
COM
ROST
0.35%
COM
ENB
0.34%
COM
BMY
0.32%
COM
PDBC
0.32%
OPTIMUM YIELD
THO
0.31%
COM
MET
0.3%
COM
XOM
0.3%
COM
VWO
0.29%
FTSE EMR MKT ETF
HAS
0.28%
COM
GM
0.28%
COM
PBCT
0.28%
COM
VNQI
0.27%
GLB EX US ETF
VZ
0.26%
COM
MMM
0.25%
COM
VEU
0.23%
ALLWRLD EX US
AMZN
0.22%
COM
HDV
0.22%
HIGH DIVIDND ETF
OXY
0.21%
COM
STI
0.21%
COM
KMB
0.2%
COM
ACWI
0.2%
MSCI ACWI ETF
NSC
0.19%
COM
DWDP
0.19%
COM
FTDR
0.18%
COM
MTOR
0.18%
COM
DIS
0.17%
COM DISNEY
KHC
0.17%
COM
WY
0.17%
PRN
TRV
0.16%
COM
PFF
0.16%
U.S. PFD STK ETF
JCI
0.15%
SHS
PG
0.15%
COM
BPL
0.14%
PRN
BRK.B
0.14%
CL B NEW
CMI
0.14%
COM
BSV
0.14%
SHORT TRM BOND
IBP
0.13%
COM
ABT
0.13%
COM
ORCL
0.13%
COM
WPC
0.12%
PRN
SHY
0.12%
1-3 YR TR BD ETF
COST
0.11%
COM
VNQ
0.11%
REIT ETF
IDV
0.11%
INTL SEL DIV ETF
BRK.A
0.1%
CL A
EFA
0.1%
MSCI EAFE ETF
MO
0.1%
COM
GLD
0.09%
GOLD SHS
MIC
0.09%
MEMBERSHIP INT
OKE
0.09%
COM
MDLZ
0.09%
CL A
ICLR
0.09%
SHS
BUD
0.09%
SPONSORED ADR
ROP
0.09%
COM
CELG
0.09%
COM
MKC
0.09%
COM NON VTG
SPGI
0.09%
COM
FDX
0.09%
COM
LMT
0.09%
COM
PAA
0.08%
UNIT LTD PARTN
BIIB
0.08%
COM
BX
0.08%
PRN
CL
0.08%
COM
UL
0.08%
SPON ADR NEW
NJR
0.08%
COM
AZN
0.07%
SPONSORED ADR
DUK
0.07%
COM NEW
BAC
0.07%
COM
PM
0.07%
COM
DE
0.07%
COM
AXP
0.07%
COM
AVGO
0.07%
COM
CB
0.07%
COM
SHM
0.07%
NUVN BR SHT MUNI
SLB
0.06%
COM
KO
0.06%
COM
COP
0.06%
COM
JPST
0.06%
ULTRA SHRT INC
PEG
0.06%
COM
IGF
0.06%
GLB INFRASTR ETF
WFC
0.06%
COM
RDS/A
0.06%
SPONS ADR A
APH
0.05%
CL A
HPQ
0.05%
COM
BMO
0.05%
COM
YUM
0.05%
COM
BCE
0.05%
COM NEW
CTSH
0.05%
CL A
AEP
0.05%
COM
GE
0.05%
COM
ALB
0.05%
COM
PCY
0.05%
EMRNG MKT SVRG
CET
0.05%
COM
UN
0.05%
N Y SHS NEW
BP
0.05%
SPONSORED ADR
VAR
0.05%
COM
PCYO
0.05%
COM NEW
HRL
0.05%
COM
VIG
0.05%
DIV APP ETF
IBM
0.05%
COM
NKE
0.04%
CL B
TRI
0.04%
COM NEW
LLY
0.04%
COM
GD
0.04%
COM
TMO
0.04%
COM
AFL
0.04%
COM
SJNK
0.04%
SHT TRM HGH YLD
WBA
0.04%
COM
DEO
0.04%
SPON ADR NEW
RDS/B
0.04%
SPON ADR B
GPC
0.04%
COM
FLIR
0.04%
COM
HYG
0.04%
IBOXX HI YD ETF
AYI
0.04%
COM
PNW
0.04%
COM
IWV
0.04%
RUSSELL 3000 ETF
XRAY
0.04%
COM
AKAM
0.04%
COM
LAMR
0.04%
PRN
PAYX
0.04%
COM
GVI
0.04%
INTRM GOV/CR ETF
RSP
0.04%
S&P500 EQL WGT
NVT
0.04%
SHS
CVA
0.04%
COM
VNO
0.04%
SH BEN INT
BSX
0.04%
COM
GOOG
0.03%
CAP STK CL C
EOG
0.03%
COM
KLAC
0.03%
COM
ACN
0.03%
SHS CLASS A
UGI
0.03%
COM
DAL
0.03%
COM NEW
RSG
0.03%
COM
MMP
0.03%
PRN
JEC
0.03%
COM
VOE
0.03%
MCAP VL IDXVIP
SDY
0.03%
S&P DIVID ETF
PPL
0.03%
COM
VIOV
0.03%
SMLCP 600 VAL
SMG
0.03%
CL A
HBC
0.03%
SPON ADR NEW
KKR
0.03%
PRN
ED
0.03%
COM
SWK
0.03%
COM
NUE
0.03%
COM
ZION
0.03%
COM
ETN
0.03%
SHS
LDOS
0.03%
COM
XEL
0.03%
COM
NKTR
0.03%
COM
GS
0.03%
COM
MLPI
0.03%
ALERIAN INFRST
VHT
0.03%
HEALTH CAR ETF
AOM
0.03%
MODERT ALLOC ETF
IEF
0.03%
7-10 Y TR BD ETF
HCP
0.03%
PRN
HFC
0.03%
COM
XLU
0.03%
SBI INT-UTILS
DIN
0.03%
COM
EMR
0.03%
COM
SCI
0.03%
COM
AIZ
0.02%
COM
UA/C
0.02%
CL C
IJH
0.02%
CORE S&P MCP ETF
ARI
0.02%
PRN
FNLC
0.02%
COM
ITOT
0.02%
CORE S&P TTL STK
CINF
0.02%
COM
CCK
0.02%
COM
KFY
0.02%
COM NEW
ALLE
0.02%
ORD SHS
AES
0.02%
COM
COF
0.02%
COM
AGNC
0.02%
COM
BIL
0.02%
SPDR BLOOMBERG
NRZ
0.02%
PRN
ON
0.02%
COM
MUJ
0.02%
COM
IBN
0.01%
ADR
GAB
0.01%
PRN
CSCO
0.76%
COM
CMCSA
0.63%
CL A
CVX
0.46%
COM
CCI
0.38%
COM
WY
0.3%
COM
BPL
0.16%
UNIT LTD PARTN
WPC
0.12%
COM
BX
0.09%
COM UNIT LTD
HCN
0.05%
COM
LAMR
0.05%
CL A
KKR
0.04%
CL A
SLF
0.04%
COM
MMP
0.03%
COM UNIT RP LP
REGN
0.03%
COM
TRI
0.03%
COM
PWR
0.03%
COM
OI
0.03%
COM NEW
VIGI
0.03%
INTL DVD ETF
PRGO
0.03%
SHS
SIVB
0.03%
COM
URI
0.03%
COM
UTX
0.02%
COM
IBB
0.02%
NASDQ BIOTEC ETF
NRZ
0.02%
COM NEW
HCP
0.02%
COM
BLK
0.02%
COM
ARI
0.02%
COM
BIO
0.02%
CL A
VOD
0.02%
SPNSR ADR NO PAR
TD
0.02%
COM NEW
ITA
0.02%
U.S. AER&DEF ETF
LNC
0.02%
COM
BIDU
0.02%
SPON ADR REP A
GAB
0.01%
COM
FAX
< 0.01%
COM
AST
< 0.01%
COM SER A