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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 (2016Q1)
Portfolio Summary: 62 holdings with a total value of $467,301,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ROYAL DUTCH SHELL PLC 6,009 296,000 0.06%
52 METLIFE INC 6,635 292,000 0.06%
53 ISHARES TR 2,446 291,000 0.06%
54 CORNING INC 13,630 285,000 0.06%
55 CONOCOPHILLIPS 6,913 278,000 0.06%
56 ISHARES TR 2,041 239,000 0.05%
57 LILLY ELI & CO 3,255 234,000 0.05%
58 VODAFONE GROUP PLC NEW 7,145 229,000 0.05%
59 BRISTOL MYERS SQUIBB CO 3,573 228,000 0.05%
60 BERKSHIRE HATHAWAY INC DEL 1,504 213,000 0.05%
61 BERKSHIRE HATHAWAY INC DEL 1 213,000 0.05%
62 ASTRAZENECA PLC 7,136 201,000 0.04%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003169, filed 2016.05.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.