Tom Mathew

@Beacon Investment Advisory Services, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$2.308B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CBChubb Limited Recent Activity New Position	0.04%	$718,104 2,599 shares@ $276.31 avg price	New Position
ITAIshares Tr Recent Activity New Position	0.02%	$320,643 2,206 shares@ $145.36 avg price	New Position
FBTCFidelity Wise Origin Bitcoin Recent Activity New Position	0.02%	$285,530 3,500 shares@ $81.58 avg price	New Position
ACWIIshares Tr Recent Activity New Position	0.02%	$283,410 2,412 shares@ $117.5 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.02%	$278,830 272 shares@ $1025.12 avg price	New Position
MMCMarsh & Mclennan Cos Inc Recent Activity New Position	0.02%	$249,795 1,176 shares@ $212.42 avg price	New Position
SHOPShopify Inc Recent Activity New Position	0.01%	$217,977 2,050 shares@ $106.34 avg price	New Position
GSATGlobalstar Inc Recent Activity New Position	0.01%	$20,700 10,000 shares@ $2.07 avg price	New Position