BEACON INVESTMENT ADVISORY SERVICES, INC.
Top Portfolio Positions
572 positions ·
$1,659,389,618 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
971,659 | $85,661,457 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
184,545 | $68,313,022 | 4.12% | |
| AAPL |
Apple Inc.
Technology
|
254,858 | $64,680,411 | 3.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
197,112 | $57,982,465 | 3.49% | |
| NVDA |
Nvidia Corp
Technology
|
318,637 | $55,570,292 | 3.35% | |
| MA |
Mastercard Inc
Financial Services
|
109,031 | $54,478,429 | 3.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
75,130 | $48,860,044 | 2.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
144,769 | $41,629,773 | 2.51% | |
| ADI |
Analog Devices Inc
Technology
|
128,457 | $40,867,309 | 2.46% | |
| MS |
Morgan Stanley
Financial Services
|
239,590 | $39,429,326 | 2.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FTDR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,241 | 137 | Shares | Sole | 2026-04-14 | |
| 2021-06-30 | $3,459,351 | 69,437 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,703,052 | 68,894 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $3,433,460 | 68,382 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,624,674 | 67,455 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,100,351 | 69,938 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,403,124 | 69,095 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||