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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
IRTCIrhythm Technologies Inc
Recent Activity
Exited
0%
$208,392
2,807 shares@ $74.25 avg price
MIDDMiddleby Corp
Recent Activity
Exited
0%
$203,548
1,463 shares@ $139.14 avg price
HUBBHubbell Inc
Recent Activity
Exited
0%
$203,467
475 shares@ $428.36 avg price