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Cornell P Abod

@Beacon Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$211.337MTotal holdings152
Assets growth rate8.11%Assets growth rate (2-Q avg)9.77%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Beacon Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 211.337M in assets, with a quarterly growth rate of 8.11% and a 2-quarter average growth rate of 9.77%. The portfolio is managed by Cornell P Abod, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.56%
$1.168M
5,882 shares@ $198.6 avg price
SASRSandy Spring Bancorp Inc
Recent Activity
New Position
0.42%
$867,057
27,639 shares@ $31.38 avg price
UBSIUnited Bankshares Inc West V
Recent Activity
New Position
0.1%
$204,168
5,503 shares@ $37.11 avg price
DLRDigital Rlty Tr Inc
Recent Activity
New Position
0.1%
$201,789
1,246 shares@ $161.95 avg price
7580⤦Redwood Trust Inc
Recent Activity
New Position
0.01%
$12,961
13,000 shares@ $1.0 avg price