Beacon Bank & Trust Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$438.1M

Holdings

162

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (162 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$45.4M
AQLTISHARES TR
$29.6M
JPSTJ P MORGAN EXCHANGE TRADED F
$28.7M
IEIISHARES TR
$20.7M
MSFTMICROSOFT CORP
$20.7M
AAPLAPPLE INC
$16.3M
NVDANVIDIA CORPORATION
$15.2M
USMVISHARES TR
$12.0M
JPMJPMORGAN CHASE & CO.
$10.6M
GOOGLALPHABET INC
$10.4M
VVISA INC
$8.1M
AMZNAMAZON COM INC
$7.6M
WMTWALMART INC
$7.2M
CSCOCISCO SYS INC
$6.6M
HDHOME DEPOT INC
$5.8M
IVVISHARES TR
$5.8M
TJXTJX COS INC NEW
$5.6M
XOMEXXON MOBIL CORP
$5.3M
PGPROCTER AND GAMBLE CO
$5.3M
IWPISHARES TR
$5.0M
BLKBLACKROCK INC
$4.8M
JNJJOHNSON & JOHNSON
$4.7M
DHRDANAHER CORPORATION
$4.7M
CBCHUBB LIMITED
$4.3M
ULUNILEVER PLC
$4.1M
IEMGISHARES INC
$3.8M
UNPUNION PAC CORP
$3.8M
NEENEXTERA ENERGY INC
$3.5M
BACBANK AMERICA CORP
$3.4M
VIGVANGUARD SPECIALIZED FUNDS
$3.3M
METMETLIFE INC
$3.3M
SYKSTRYKER CORPORATION
$3.3M
VEUVANGUARD INTL EQUITY INDEX F
$3.3M
BACVERIZON COMMUNICATIONS INC
$3.3M
OCOWENS CORNING NEW
$3.2M
ACNACCENTURE PLC IRELAND
$3.2M
BILSPDR SERIES TRUST
$3.1M
TMUST-MOBILE US INC
$3.0M
DISDISNEY WALT CO
$3.0M
CATCATERPILLAR INC
$2.8M
MRKMERCK & CO INC
$2.7M
TXNTEXAS INSTRS INC
$2.7M
AXPAMERICAN EXPRESS CO
$2.6M
LLYELI LILLY & CO
$2.6M
VTESVANGUARD WELLINGTON FD
$2.5M
CVXCHEVRON CORP NEW
$2.3M
ABTABBOTT LABS
$2.2M
SHVISHARES TR
$2.1M
XLRESELECT SECTOR SPDR TR
$2.0M
AVGOBROADCOM INC
$2.0M
HONHONEYWELL INTL INC
$2.0M
IJHISHARES TR
$1.9M
METAMETA PLATFORMS INC
$1.9M
CRMSALESFORCE INC
$1.9M
DEDEERE & CO
$1.8M
IWSISHARES TR
$1.8M
DDOMINION ENERGY INC
$1.8M
NXPINXP SEMICONDUCTORS N V
$1.7M
XLKSELECT SECTOR SPDR TR
$1.6M
FDXFEDEX CORP
$1.6M
PEPPEPSICO INC
$1.4M
COSTCOSTCO WHSL CORP NEW
$1.4M
NDQINVESCO QQQ TR
$1.4M
MAMASTERCARD INCORPORATED
$1.3M
HDVISHARES TR
$1.3M
ITWILLINOIS TOOL WKS INC
$1.3M
GEGE AEROSPACE
$1.2M
GOOGALPHABET INC
$1.2M
GEVGE VERNOVA INC
$1.1M
DWDMORGAN STANLEY
$1.1M
SDGISHARES TR
$996K
DONSPDR DOW JONES INDL AVERAGE
$985K
GDGENERAL DYNAMICS CORP
$955K
EFAISHARES TR
$868K
IDXXIDEXX LABS INC
$839K
ADPAUTOMATIC DATA PROCESSING IN
$822K
DOWDOW INC
$818K
SPYGSPDR SERIES TRUST
$790K
MCDMCDONALDS CORP
$785K
WMWASTE MGMT INC DEL
$783K
STXSEAGATE TECHNOLOGY HLDNGS PL
$737K
ABBVABBVIE INC
$737K
IBMINTERNATIONAL BUSINESS MACHS
$726K
VOVANGUARD INDEX FDS
$718K
LMTLOCKHEED MARTIN CORP
$692K
LOWLOWES COS INC
$682K
XYLXYLEM INC
$631K
SPYDSPDR SERIES TRUST
$628K
FASTFASTENAL CO
$628K
IDV*ISHARES TR
$600K
PANWPALO ALTO NETWORKS INC
$590K
QCOMQUALCOMM INC
$581K
ORCLORACLE CORP
$567K
NULGNUSHARES ETF TR
$558K
PAYXPAYCHEX INC
$539K
KLACKLA CORP
$537K
SHWSHERWIN WILLIAMS CO
$524K
IJRISHARES TR
$511K
APDAIR PRODS & CHEMS INC
$499K
SDYSPDR SERIES TRUST
$496K
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