StockDriftsStockDriftsTop 50 Beacon Investment Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.15% | 536.2K | $172.0M | +1.22%(+6.44K) | $139.12(+156.61%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.49% | 1.06M | $132.0M | +13.08%(+122.85K) | $88.38(+56.28%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.56% | 971.7K | $85.7M | +4.88%(+45.21K) | $35.50(+141.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.84% | 184.5K | $68.3M | -3.05%(-5.81K) | $195.09(+110.86%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.79% | 846.6K | $67.1M | +3.09%(+25.35K) | $77.43(+1.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.76% | 1.04M | $66.4M | +12.32%(+113.65K) | $50.62(+36.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.69% | 254.9K | $64.7M | -11.16%(-32.00K) | $61.61(+361.29%) | 2026-03-31 | |
| SHY | ISHARES TR | 2.68% | 782.1K | $64.6M | +5.01%(+37.33K) | $81.87(+0.39%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.41% | 197.1K | $58.0M | -12.63%(-28.49K) | $109.92(+181.49%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.31% | 318.6K | $55.6M | +10.33%(+29.84K) | $33.89(+479.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.74% |
| Top 20 Holdings Unweighted | +10.94% | +36.54% |
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