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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)
Original 13F HR (0001172661-16-003169) filed in 2016.05.09
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD TAX-MANAGED FDS 20,642 741 0.16%
52 PLAINS ALL AMERN PIPELINE L 37,750 792 0.17%
53 ISHARES TR 10,809 843 0.18%
54 VANGUARD SPECIALIZED PORTFOL 12,507 1,016 0.22%
55 SPDR GOLD TR 9,418 1,108 0.24%
56 GILEAD SCIENCES INC 16,447 1,511 0.32%
57 BUCKEYE PARTNERS L P 45,134 3,066 0.66%
58 INVESTORS BANCORP INC NEW 428,128 4,983 1.07%
59 VANGUARD INDEX FDS 304,134 31,879 6.82%
60 SPDR S&P 500 ETF TR 417,900 85,886 18.38% Put
61 SPDR S&P 500 ETF TR 749,300 153,995 32.95% Call
62 SPDR S&P 500 ETF TR 779,062 160,113 34.26%
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