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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BEACON INVESTMENT ADVISORY SERVICES, INC.

Quarter ended Q4 2024 · Filed January 17, 2025 · Accession 0001172661-25-000266

Total Value
$2.31B
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769453,086$131.3M5.69%
2ISHARES TR464287804801,214$92.3M4.00%
3APPLE INCAAPL322,192$80.7M3.50%
4MASTERCARD INCORPORATEDMA143,058$75.3M3.26%
5MICROSOFT CORPMSFT175,591$74.0M3.21%
6JPMORGAN CHASE & CO.VYLD267,825$64.2M2.78%
7VANGUARD SCOTTSDALE FDS92206C409706,560$55.1M2.39%
8ISHARES TR464287457651,761$53.4M2.32%
9DEXCOM INCDXCM632,728$49.2M2.13%
10NVIDIA CORPORATIONNVDA347,838$46.7M2.02%
11ISHARES GOLD TRIAU936,197$46.4M2.01%
12ALPHABET INCGOOG232,184$44.0M1.90%
13ANALOG DEVICES INCADI188,748$40.1M1.74%
14INSULET CORPPODD150,780$39.4M1.71%
15BOOKING HOLDINGS INCBKNG7,789$38.7M1.68%
16INTUITIVE SURGICAL INCISRG69,953$36.5M1.58%
17DANAHER CORPORATION235851102148,907$34.2M1.48%
18ILLINOIS TOOL WKS INC452308109131,434$33.3M1.44%
19IDEXX LABS INC45168D10479,604$32.9M1.43%
20VANGUARD TAX-MANAGED FDS921943858687,880$32.9M1.43%
21VERTEX PHARMACEUTICALS INCVRTX78,824$31.7M1.38%
22ROSS STORES INCROST205,852$31.1M1.35%
23HOME DEPOT INCHD79,556$30.9M1.34%
24METTLER TOLEDO INTERNATIONALMTD24,756$30.3M1.31%
25MORGAN STANLEYMS-PQ238,938$30.0M1.30%
26ISHARES TR46428720048,767$28.7M1.24%
27ADVANCED MICRO DEVICES INCAMD233,523$28.2M1.22%
28INTUITINTU43,313$27.2M1.18%
29ZOETIS INCZTS165,694$27.0M1.17%
30TJX COS INC NEW872540109218,366$26.4M1.14%
31NOVO-NORDISK A SNONOF302,233$26.0M1.13%
32STRYKER CORPORATIONSYK69,807$25.1M1.09%
33BROADCOM INCAVGO107,502$24.9M1.08%
34THE TRADE DESK INC88339J105209,755$24.7M1.07%
35FORTINET INCFTNT260,882$24.6M1.07%
36J P MORGAN EXCHANGE TRADED F46641Q837487,019$24.5M1.06%
37SHERWIN WILLIAMS COSHW71,461$24.3M1.05%
38SPDR S&P 500 ETF TRSPY39,828$23.3M1.01%
39ISHARES TR464287226224,377$21.7M0.94%
40ELI LILLY & COLLY28,122$21.7M0.94%
41HONEYWELL INTL INC43851610686,746$19.6M0.85%
42ADOBE INCADBE43,769$19.5M0.84%
43NVR INCNVR2,328$19.0M0.83%
44JOHNSON & JOHNSONJNJ131,438$19.0M0.82%
45APPLIED MATLS INC038222105116,873$19.0M0.82%
46PALO ALTO NETWORKS INCPANW104,151$19.0M0.82%
47PAYPAL HLDGS INCPYPL220,776$18.8M0.82%
48THERMO FISHER SCIENTIFIC INCTMO33,727$17.5M0.76%
49REGENERON PHARMACEUTICALSREGN24,508$17.5M0.76%
50VANGUARD SPECIALIZED FUNDS92190884487,346$17.1M0.74%
51EATON CORP PLCETN46,826$15.5M0.67%
52AMAZON COM INCAMZN70,275$15.4M0.67%
53JEFFERIES FINL GROUP INC47233W109172,151$13.5M0.58%
54ABBVIE INCABBV73,669$13.1M0.57%
55UNION PAC CORPUNP56,627$12.9M0.56%
56QUALCOMM INCQCOM82,152$12.6M0.55%
57PIMCO ETF TR72201R833123,977$12.4M0.54%
58MERCK & CO INCMRK115,689$11.5M0.50%
59DISNEY WALT CO254687106100,568$11.2M0.49%
60UNITEDHEALTH GROUP INCUNH21,840$11.0M0.48%
61AMGEN INCAMGN41,824$10.9M0.47%
62ALPHABET INCGOOG56,409$10.7M0.47%
63RTX CORPORATIONRTX90,275$10.4M0.45%
64VANGUARD INTL EQUITY INDEX F922042858216,403$9.5M0.41%
65SALESFORCE INCCRM27,540$9.2M0.40%
66CISCO SYS INCCSCO147,469$8.7M0.38%
67DARDEN RESTAURANTS INCDRI44,350$8.3M0.36%
68CATERPILLAR INCCAT22,520$8.2M0.35%
69VANGUARD BD INDEX FDS921937835113,100$8.1M0.35%
70NORTHROP GRUMMAN CORPNOC16,842$7.9M0.34%
71TAIWAN SEMICONDUCTOR MFG LTD87403910039,878$7.9M0.34%
72PRICE T ROWE GROUP INCTROW66,307$7.5M0.32%
73GILEAD SCIENCES INCGILD80,232$7.4M0.32%
74STARBUCKS CORPSBUX75,429$6.9M0.30%
75NEXTERA ENERGY INCNEE-PW94,985$6.8M0.30%
76CHEVRON CORP NEWCVX45,704$6.6M0.29%
77INVESCO ACTIVELY MANAGED EXCIVZ122,792$6.2M0.27%
78ALLEGION PLCALLE46,615$6.1M0.26%
79AUTOMATIC DATA PROCESSING INADP20,459$6.0M0.26%
80EQUINIX INCEQIX5,947$5.6M0.24%
81ENBRIDGE INCENNPF132,036$5.6M0.24%
82WILLIAMS SONOMA INCWSM28,955$5.4M0.23%
83J P MORGAN EXCHANGE TRADED F46641Q654105,430$5.3M0.23%
84PACER FDS TR69374H88192,716$5.2M0.23%
85KENVUE INCKVUE241,990$5.2M0.22%
86AMERICAN INTL GROUP INC02687478470,816$5.2M0.22%
87DUKE ENERGY CORP NEWDUKB47,517$5.1M0.22%
88PEPSICO INCPEP31,012$4.7M0.20%
89COGNEX CORPCGNX130,540$4.7M0.20%
90SNAP ON INCSNA13,676$4.6M0.20%
91BERKSHIRE HATHAWAY INC DELBRK-A10,031$4.5M0.20%
92SOUTHERN COPPER CORPSCCO49,600$4.5M0.20%
93PINNACLE WEST CAP CORPPNW49,869$4.2M0.18%
94CROWDSTRIKE HLDGS INCCRWD10,483$3.6M0.16%
95ISHARES TR46428765515,733$3.5M0.15%
96APOLLO GLOBAL MGMT INC03769M10620,880$3.4M0.15%
97PROVIDENT FINL SVCS INC74386T105172,996$3.3M0.14%
98SERVICENOW INCNOW3,047$3.2M0.14%
99TARGET CORPTGT23,736$3.2M0.14%
100VALERO ENERGY CORPVLO25,447$3.1M0.14%
101LOWES COS INC54866110712,186$3.0M0.13%
102BIOGEN INCBIIB19,609$3.0M0.13%
103EXXON MOBIL CORPXOM27,093$2.9M0.13%
104ISHARES TR46435U66364,576$2.7M0.12%
105BROWN FORMAN CORPBF-B70,913$2.7M0.12%
106ISHARES TR46434V87852,780$2.7M0.12%
107COSTCO WHSL CORP NEW22160K1052,894$2.7M0.11%
108BUNGE GLOBAL SABG30,871$2.4M0.10%
109BLACKSTONE INCBX13,768$2.4M0.10%
110VERALTO CORPVLTO23,048$2.3M0.10%
111TRIMBLE INCTRMB32,525$2.3M0.10%
112PUBLIC SVC ENTERPRISE GRP IN74457310627,088$2.3M0.10%
113MOODYS CORPMCO4,768$2.3M0.10%
114VANGUARD INTL EQUITY INDEX F92204277537,046$2.1M0.09%
115NEOGEN CORPNEOG160,326$1.9M0.08%
116ABBOTT LABSABLZF17,164$1.9M0.08%
117SPDR S&P 500 ETF TRSPY3,000$1.8M0.08%
118BOSTON SCIENTIFIC CORPBSX19,527$1.7M0.08%
119INSTALLED BLDG PRODS INC45780R1019,801$1.7M0.07%
120INVESCO QQQ TRIVZ3,207$1.6M0.07%
121META PLATFORMS INCMETA2,602$1.5M0.07%
122ROPER TECHNOLOGIES INCROP2,859$1.5M0.06%
123TEXAS INSTRS INC8825081047,752$1.5M0.06%
124AMERICAN EXPRESS COAXP4,651$1.4M0.06%
125CONOCOPHILLIPSCOP13,540$1.3M0.06%
126ORACLE CORPORCL-PD8,007$1.3M0.06%
127MCDONALDS CORPMCD4,374$1.3M0.05%
128LOCKHEED MARTIN CORPLMT2,428$1.2M0.05%
129VISA INCV3,496$1.1M0.05%
130INTERNATIONAL BUSINESS MACHSINTR4,791$1.1M0.05%
131PROCTER AND GAMBLE CO7427181096,065$1.0M0.04%
132PFIZER INCPFE37,122$984,8600.04%
133WEST PHARMACEUTICAL SVSC INC9553061052,993$980,3880.04%
134VANGUARD WORLD FD92204A7021,572$977,4840.04%
135PAYCHEX INCPAYX6,880$964,7510.04%
136COMCAST CORP NEWCCZ24,783$930,1180.04%
137AT&T INCT-PC39,670$903,2870.04%
138BANK NEW YORK MELLON CORP06405810011,667$896,3760.04%
139ALNYLAM PHARMACEUTICALS INCALNY3,721$875,5890.04%
140ACCENTURE PLC IRELANDACN2,455$863,6450.04%
141AFLAC INCAFL8,107$838,5890.04%
142ISHARES TR46428750713,265$826,5430.04%
143HENRY SCHEIN INCHSIC11,759$813,7230.04%
144ISHARES TR46428987517,864$776,0260.03%
145ARES MANAGEMENT CORPORATIONARES-PB4,375$774,5070.03%
146CORNING INCGLW16,215$770,5370.03%
147BANK AMERICA CORP06050510417,046$749,1720.03%
148EMERSON ELEC COEMR6,020$746,0590.03%
149PHILIP MORRIS INTL INC7181721096,024$724,9890.03%
150CHUBB LIMITEDCB2,599$718,1040.03%
151COLGATE PALMOLIVE COCL7,842$712,9160.03%
152NOVARTIS AGNVSEF7,197$700,3410.03%
153PLAINS ALL AMERN PIPELINE L72650310540,900$698,5720.03%
154TANDEM DIABETES CARE INCTNDM18,905$680,9590.03%
155VANGUARD BD INDEX FDS9219378278,664$669,4680.03%
156DEERE & CODE1,433$607,1630.03%
157AMPHENOL CORP NEW0320951018,704$604,4930.03%
158PULTE GROUP INC7458671015,544$603,7420.03%
159NIKE INCNKE7,848$593,8210.03%
160SCHWAB STRATEGIC TR80852420124,599$570,2070.02%
161SPDR GOLD TRGLD2,308$558,8370.02%
162HP INCHPQ16,942$552,8180.02%
163VERIZON COMMUNICATIONS INCVZ13,785$551,2630.02%
164CME GROUP INCCME2,345$544,5800.02%
165VANGUARD INDEX FDS9229086292,052$541,9950.02%
166JOHNSON CTLS INTL PLCG515021056,808$537,3560.02%
167JACOBS SOLUTIONS INCJ4,020$537,1530.02%
168MICRON TECHNOLOGY INCMU6,291$529,4510.02%
169M & T BK CORP55261F1042,768$520,4120.02%
170WALMART INCWMT5,399$487,8000.02%
171KINDER MORGAN INC DELEP-PC17,711$485,2820.02%
172LOEWS CORPL5,598$474,0950.02%
173J P MORGAN EXCHANGE TRADED F46641Q4074,077$465,2270.02%
174ASTRAZENECA PLCAZN7,011$459,3610.02%
175VIATRIS INCVTRS36,617$455,8820.02%
176ARCH CAP GROUP LTDG0450A1054,847$447,6210.02%
177COCA COLA COKO7,171$446,4670.02%
178BRISTOL-MYERS SQUIBB COCELG-RI7,851$444,0530.02%
179UNITED RENTALS INCURI620$436,7530.02%
180VANGUARD INDEX FDS9229087511,733$416,3400.02%
181FACTSET RESH SYS INC303075105864$414,9620.02%
182TEXAS PACIFIC LAND CORPORATITPL372$411,4180.02%
183ASSURANT INCAIZN1,910$407,2510.02%
184SOLVENTUM CORPSOLV6,052$399,7960.02%
185CARDINAL HEALTH INCCAH3,363$397,7430.02%
186ARES CAPITAL CORPARCC18,059$395,3120.02%
187EXACT SCIENCES CORP30063P1057,005$393,6110.02%
188AKAMAI TECHNOLOGIES INCAKAM4,111$393,2180.02%
189ONEOK INC NEWOKE3,902$391,7610.02%
190CONAGRA BRANDS INCCAG14,098$391,2200.02%
191GRAINGER W W INC384802104370$389,9990.02%
192INSPIRE MED SYS INC4577301092,062$382,2540.02%
193ACUITY BRANDS INCAYI1,292$377,4320.02%
194FIDELITY COVINGTON TRUST31609A30510,021$354,3430.02%
195VONTIER CORPORATIONVNT9,700$353,7590.02%
196ROKU INCROKU4,607$342,4850.01%
197SEAGATE TECHNOLOGY HLDNGS PLSE3,904$336,9550.01%
198WP CAREY INC92936U1096,070$330,6940.01%
199TE CONNECTIVITY PLCTEL2,300$328,8310.01%
200ISHARES TR4642887602,206$320,6430.01%
201TESLA INCTSLA792$319,8420.01%
202NORFOLK SOUTHN CORP6558441081,345$315,6720.01%
203HASBRO INCHAS5,646$315,6680.01%
204ALTRIA GROUP INCMO5,987$313,0610.01%
205GOLDMAN SACHS GROUP INCGSCE534$305,8720.01%
206EXPEDITORS INTL WASH INC3021301092,746$304,1750.01%
207LAMB WESTON HLDGS INCLW4,550$304,0770.01%
208ZIONS BANCORPORATION N A9897011075,550$301,0880.01%
2093M COMMM2,329$300,6510.01%
210PRUDENTIAL FINL INCPUKPF2,469$292,6510.01%
211FIDELITY WISE ORIGIN BITCOINFBTC3,500$285,5300.01%
212ISHARES TR4642875562,150$284,2520.01%
213ISHARES TR4642882572,412$283,4100.01%
214CITIGROUP INCC-PR3,996$281,2790.01%
215INVESCO LTDIVZ16,087$281,2010.01%
216BLACKROCK INCBLK272$278,8300.01%
217SPDR SER TR78464A7632,088$275,8250.01%
218MCCORMICK & CO INCMKC-V3,542$270,0430.01%
219KIMBERLY-CLARK CORPKMB1,962$257,1290.01%
220TRAVELERS COMPANIES INCTRV1,065$256,5480.01%
221HUNTINGTON BANCSHARES INCHBANP15,671$254,9680.01%
222DELTA AIR LINES INC DELDAL4,172$252,4060.01%
223MARSH & MCLENNAN COS INC5717481021,176$249,7950.01%
224LAMAR ADVERTISING CO NEWLAMR2,050$249,5670.01%
225ROCKWELL AUTOMATION INCROK867$247,7800.01%
226BIO RAD LABS INC090572207753$247,3690.01%
227AMEREN CORPAEE2,745$244,6900.01%
228UNILEVER PLCUNLYF4,285$242,9600.01%
229UNITED PARCEL SERVICE INCUPS1,918$241,8600.01%
230VANGUARD INDEX FDS922908363429$231,1640.01%
231TYLER TECHNOLOGIES INCTYL400$230,6560.01%
232MONDELEZ INTL INC6092071053,814$227,8110.01%
233TELEDYNE TECHNOLOGIES INCTDY490$227,4240.01%
234ISHARES TR464287689677$226,2880.01%
235SELECT SECTOR SPDR TR81369Y6054,626$223,5750.01%
236ISHARES TR4642877211,398$223,0090.01%
237QORVO INCQRVO3,125$218,5320.01%
238SHOPIFY INCSHOP2,050$217,9770.01%
239CITIZENS FINL GROUP INCCIA4,854$212,4120.01%
240ISHARES TR46429B6631,884$211,4980.01%
241COOPER COS INC2166485012,292$210,7040.01%
242SKYWORKS SOLUTIONS INCSWKS2,285$202,6340.01%
243PURE CYCLE CORPPCYO14,498$183,8350.01%
244AES CORPAES13,314$171,3520.01%
245EATON VANCE TAX-MANAGED DIVEETN10,000$149,5000.01%
246EATON VANCE TAX-MANAGED GLOBETN16,395$133,9480.01%
247OCULAR THERAPEUTIX INCOCUL14,000$119,5600.01%
248GABELLI EQUITY TR INCGAB-PK19,000$102,2200.00%
249ADAPTHEALTH CORPAHCO10,271$97,7800.00%
250GLOBALSTAR INCGSAT10,000$20,7000.00%