Long-term investor
Beacon Investment Advisory Services, Inc. @beaconinvestmentadvisory
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001654599).
Record
- Tracked since 2025-06-30 (471 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days -0.9% · 6 months +5.1% · 1 year -2.3% · all -2.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 7.4% · long · since 2025-09-30
- 464287804 · 6.1% · long · since 2025-09-30
- MSFT · 3.3% · long · since 2025-09-30
- IAU · 3.1% · long · since 2025-09-30
- 921943858 · 3.1% · long · since 2025-09-30
- AAPL · 2.9% · long · since 2025-09-30
- AMD · 2.8% · long · since 2025-09-30
- NVDA · 2.5% · long · since 2025-09-30
- 92206C409 · 2.4% · long · since 2025-09-30
- 464287457 · 2.4% · long · since 2025-09-30
- 921908844 · 2.1% · long · since 2025-09-30
- JPM · 1.9% · long · since 2025-09-30