Beacon Investment Advisory Services, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investing in the stock market requires careful analysis and strategic decision-making. For individuals, managing their own portfolio can be overwhelming and time-consuming. That's where professional investment advisory services come in, providing expert guidance and managing investments on behalf of clients. One such company is Beacon Investment Advisory Services, Inc., a trusted name in the industry.

In this article, we will examine the changes in Beacon Investment Advisory Services, Inc.'s holdings from Q1 2023 to Q2 2023 based on their 13F filing. A 13F filing is a quarterly report that institutional investment managers with over $100 million in assets under management are required to submit to the Securities and Exchange Commission (SEC). It provides valuable information about the investment holdings of these institutional investors, including the number of shares held and the value of those holdings.

During this period, Beacon Investment Advisory Services, Inc. made some interesting moves in their portfolio. Let's take a closer look at some of the notable changes and the companies involved:

1. VANGUARD INDEX FDS (VTI) - Beacon Investment Advisory Services, Inc. slightly increased their holdings of VTI by 0.34% from Q1 to Q2 2023. VTI is an exchange-traded fund (ETF) that tracks the performance of the CRSP US Total Market Index.

2. DEXCOM INC (DXCM) - Beacon Investment Advisory Services, Inc. increased their holdings of DXCM by 2.19% during this period. DXCM is a medical device company that focuses on the development and commercialization of continuous glucose monitoring systems.

3. VANGUARD SCOTTSDALE FDS (VCSH) - There was a negligible decrease of 1.1% in Beacon Investment Advisory Services, Inc.'s holdings of VCSH. VCSH is an ETF that invests in short-term, high-quality corporate bonds issued in the United States.

4. ISHARES TR (SHY) - Beacon Investment Advisory Services, Inc. experienced a small decrease of 0.4% in their holdings of SHY. SHY is an ETF that tracks the performance of the ICE U.S. Treasury 1-3 Year Bond Index.

These are just a few examples of the changes in Beacon Investment Advisory Services, Inc.'s portfolio. It is important to note that these changes reflect the investment strategies employed by the company and may not necessarily indicate the performance or outlook of these specific companies.

In conclusion, staying updated on the changes in institutional investment portfolios can provide valuable insights and opportunities for individual investors. Beacon Investment Advisory Services, Inc. is a reliable and experienced investment advisory firm, making strategic decisions to maximize returns for their clients. By analyzing their 13F filings, investors can gain a better understanding of their investment strategies and potentially benefit from their expertise.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. Always do your own research and consult with a qualified financial advisor before making any investment decisions.