BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1654599
MORRISTOWN, NJ
Position in LPLA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$10,228
New position
Shares Held
34
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $57,442,830 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
228,589 | $47,784,244 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,056 | $9,158,966 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
6,112 | $305,477 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,264 | $110,018 | |
| 5 | SCHW |
Schwab Charles Corp
|
350 | $32,294 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
700 | $26,012 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
250 | $25,070 | |
| 8 | ABTC |
American Bitcoin Corp.
|
73 | $749 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,228 | 34 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||