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Tom Mathew

@Beacon Investment Advisory Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$2.308BTotal holdings249
Assets growth rate-4%Assets growth rate (2-Q avg)-0.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Investment Advisory Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 249 positions.

Assets under management

The assets under management (AUM) of Beacon Investment Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.308B in assets, with a quarterly growth rate of -4% and a 2-quarter average growth rate of -0.41%. The portfolio is managed by Tom Mathew, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -5.98%
5.7%
$131.309M
453,086 shares@ $289.81 avg price
IJRIshares Tr
Recent Activity
Decreased -5.34%
4.01%
$92.316M
801,214 shares@ $115.22 avg price
AAPLApple Inc
Recent Activity
Increased 0.45%
3.5%
$80.683M
322,192 shares@ $250.43 avg price
MAMastercard Incorporated
Recent Activity
Decreased -1.93%
3.27%
$75.33M
143,058 shares@ $526.57 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.89%
3.21%
$74.012M
175,591 shares@ $421.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.61%
2.79%
$64.2M
267,825 shares@ $239.72 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -7.45%
2.39%
$55.119M
706,560 shares@ $78.02 avg price
SHYIshares Tr
Recent Activity
Decreased -7.43%
2.32%
$53.431M
651,761 shares@ $81.98 avg price
DXCMDexcom Inc
Recent Activity
Decreased -8.14%
2.14%
$49.207M
632,728 shares@ $77.78 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.18%
2.03%
$46.711M
347,838 shares@ $134.3 avg price