BC

Beacon Capital Management, Inc.

13F
Beacon Capital Management, Inc.
Last update 2024-10-15 29 Stocks (4 new)
Value $2.40 Bil Turnover 3 %
Countries:
Top Holdings: BIL(8.02%)VPU(7.50%)VOX(7.10%)VIS(7.06%)VFH(6.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
Beacon Capital Management, Inc... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
2,095,924
192426.740
-5.88%
8.020
-0.52%
0.570
+0.07%
+0.21%
33284.248
 
VPU 		Vanguard Utilities ETF
1,034,447
180045.500
-6.33%
7.500
-0.44%
2.940
+7.42%
+24.61%
6091.660
 
VOX 		Vanguard Communication Services ETF
1,172,197
170425.730
-4.99%
7.100
-0.37%
4.390
+14.85%
+30.95%
4041.308
 
VIS 		Vanguard Industrials ETF
651,081
169326.730
-4.45%
7.060
-0.31%
3.200
+15.35%
+24.89%
5754.078
 
VFH 		Vanguard Financials ETF
1,519,852
167046.970
-4.97%
6.960
-0.34%
1.730
+17.73%
+30.64%
10537.328
 
VGT 		Vanguard Information Technology ETF
284,544
166890.850
-5.35%
6.950
-0.40%
0.230
+17.33%
+29.02%
79091.301
 
VNQ 		Vanguard Real Estate Index Fund ETF
1,705,440
166143.990
-5.08%
6.920
-0.33%
0.470
+5.75%
+8.51%
35724.643
 
VAW 		Vanguard Materials ETF
776,488
164203.890
-3.92%
6.840
-0.26%
5.470
+8.73%
+11.22%
3078.993
 
VCR 		Vanguard Consumer Discretionary ETF
478,923
163063.540
-3.96%
6.790
-0.27%
2.810
+21.75%
+19.52%
6125.039
 
VDC 		Vanguard Consumer Staples ETF
731,484
159814.520
-4.18%
6.660
-0.28%
2.350
+3.26%
+13.17%
6818.640
 

Beacon Capital Management, Inc.'s Historical Top Holdings Breakdowns

Beacon Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VDE 		Vanguard Energy ETF2024-09-30Reduce
-1.97%
●
117.44 ($125.08) 131.06
$131.27
4.95%
Reduce -28.54%
898,562
-358,919
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-0.52%
●
91.42 ($91.63) 91.82
$91.58
-0.05%
Reduce -5.88%
2,095,924
-130,949
VPU 		Vanguard Utilities ETF2024-09-30Reduce
-0.44%
●
146.64 ($160.74) 174.54
$170.80
6.26%
Reduce -6.33%
1,034,447
-69,880
VGT 		Vanguard Information Technology ETF2024-09-30Reduce
-0.40%
●
514.43 ($568.51) 606.85
$624.47
9.84%
Reduce -5.35%
284,544
-16,083
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Add
+0.37%
●
48.06 ($48.7) 49.39
$48.89
0.39%
Add 26.79%
853,884
180,432
VOX 		Vanguard Communication Services ETF2024-09-30Reduce
-0.37%
●
129.82 ($138.06) 145.39
$154.15
11.65%
Reduce -4.99%
1,172,197
-61,567
EDV 		Vanguard Extended Duration Treasury ETF2024-09-30Add
+0.36%
●
70.73 ($77.76) 83.52
$73.62
-5.32%
Add 26.88%
518,499
109,833
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.34%
●
74.26 ($77.1) 78.84
$75.88
-1.58%
Add 23.2%
558,197
105,106
VFH 		Vanguard Financials ETF2024-09-30Reduce
-0.34%
●
99.27 ($105.98) 111.21
$120.53
13.73%
Reduce -4.97%
1,519,852
-79,556
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.33%
●
434.77 ($473.23) 502.96
$514.14
8.64%
Add 10.52%
169,134
16,106

Beacon Capital Management, Inc. Total Holding History ($B)

To

Beacon Capital Management, Inc.'s Asset Allocation

To

Beacon Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beacon Capital Management, Inc.'s Hypothetical Growth since 2024-09-30

Beacon Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Beacon Capital Management, Inc.'s Holdings Heat Map

Size field:

Beacon Capital Management, Inc.'s Holdings Bubble Chart

Beacon Capital Management, Inc. News

  • 1

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