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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 (2016Q4)
Original 13F HR (0001172661-17-000267) filed in 2017.02.08
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 695,190 155,396 30.02%
2 SPDR S&P 500 ETF TR 664,000 148,423 28.67% Call
3 SPDR S&P 500 ETF TR 365,700 81,745 15.79% Put
4 ISHARES TR 467,911 49,103 9.49%
5 VANGUARD INDEX FDS 297,138 34,266 6.62%
6 INVESTORS BANCORP INC NEW 458,038 6,390 1.23%
7 BUCKEYE PARTNERS L P 45,134 2,986 0.58%
8 VANGUARD INTL EQUITY INDEX F 48,270 2,133 0.41%
9 GENERAL ELECTRIC CO 61,267 1,936 0.37%
10 INSTALLED BLDG PRODS INC 43,519 1,797 0.35%
11 VANGUARD BD INDEX FDS 17,017 1,352 0.26%
12 VANGUARD INDEX FDS 16,284 1,344 0.26%
13 BERKSHIRE HATHAWAY INC DEL 5 1,221 0.24%
14 PLAINS ALL AMERN PIPELINE L 37,750 1,219 0.24%
15 GILEAD SCIENCES INC 16,550 1,185 0.23%
16 VANGUARD SPECIALIZED PORTFOL 11,656 993 0.19%
17 MERITOR INC 77,704 965 0.19%
18 ISHARES TR 11,427 940 0.18%
19 VANGUARD TAX-MANAGED FDS 25,336 926 0.18%
20 MICROSOFT CORP 14,752 917 0.18%
21 MERCK & CO INC 13,794 812 0.16%
22 PFIZER INC 23,213 754 0.15%
23 APPLE INC 5,790 671 0.13%
24 JPMORGAN CHASE & CO 7,506 648 0.13%
25 DENTSPLY SIRONA INC 11,102 641 0.12%
26 INTEL CORP 17,653 640 0.12%
27 JOHNSON & JOHNSON 5,520 636 0.12%
28 AT&T INC 14,658 623 0.12%
29 SPDR SER TR 12,115 581 0.11%
30 ALTRIA GROUP INC 8,254 558 0.11%
31 CHEVRON CORP NEW 4,459 525 0.10%
32 CISCO SYS INC 16,082 486 0.09%
33 ISHARES TR 4,377 473 0.09%
34 CHUBB LIMITED 3,500 462 0.09%
35 3M CO 2,569 459 0.09%
36 NEXTERA ENERGY INC 3,734 446 0.09%
37 WELLTOWER INC 6,565 439 0.08%
38 PROCTER AND GAMBLE CO 5,156 434 0.08%
39 DU PONT E I DE NEMOURS & CO 5,854 430 0.08%
40 PHILIP MORRIS INTL INC 4,572 418 0.08%
41 WELLS FARGO CO NEW 7,532 415 0.08%
42 BCE INC 9,571 414 0.08%
43 RAYTHEON CO 2,855 405 0.08%
44 TRAVELERS COMPANIES INC 3,268 400 0.08%
45 BOEING CO 2,555 398 0.08%
46 METLIFE INC 7,374 397 0.08%
47 BERKSHIRE HATHAWAY INC DEL 2,336 381 0.07%
48 UNILEVER N V 9,200 378 0.07%
49 ISHARES 7-10 YEAR TREASURY BOND ETF 3,585 376 0.07%
50 ISHARES GOLD TRUST 33,814 375 0.07%
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