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Institutional Investment Manager
BEACON INVESTMENT ADVISORY SERVICES, INC.
BEACON INVESTMENT ADVISORY SERVICES, INC. (CIK: 0001654599). Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Original 13F HR (0001172661-15-002106) filed in 2015.11.19
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 10,578 2,038 0.38%
52 BUCKEYE PARTNERS L P 45,134 2,675 0.49%
53 INVESTORS BANCORP INC NEW 428,128 5,283 0.98%
54 VANGUARD WHITEHALL FDS 181,960 11,400 2.11%
55 ALPS ETF TR 2,197,210 27,421 5.06%
56 VANGUARD INDEX FDS 322,720 31,859 5.88%
57 VANGUARD SPECIALIZED PORTFOL 644,187 47,502 8.77%
58 SPDR S&P 500 ETF TR 436,600 83,649 15.45% Put
59 SPDR S&P 500 ETF TR 792,100 151,757 28.03% Call
60 SPDR S&P 500 ETF TR 809,262 155,079 28.64%
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