Beacon Capital Management, LLC Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$740.5M

Holdings

1,134

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,134 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$148.4M
BILZPIMCO ETF TR
$94.9M
VTIVANGUARD INDEX FDS
$62.8M
NDQINVESCO QQQ TR
$59.0M
MGKVANGUARD WORLD FD
$54.9M
VUGVANGUARD INDEX FDS
$37.4M
DONSPDR DOW JONES INDL AVERAGE
$30.6M
VXRTVAXART INC
$24.5M
VOOVVANGUARD ADMIRAL FDS INC
$21.5M
CTASIMPLIFY EXCHANGE TRADED FUN
$21.3M
BUCKSIMPLIFY EXCHANGE TRADED FUN
$16.7M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$15.9M
VGTVANGUARD WORLD FD
$15.4M
VVVANGUARD INDEX FDS
$13.6M
AAPLAPPLE INC
$11.0M
HIGHSIMPLIFY EXCHANGE TRADED FUN
$10.4M
NVDANVIDIA CORPORATION
$8.1M
AMZNAMAZON COM INC
$7.2M
LCTXLINEAGE CELL THERAPEUTICS IN
$6.8M
VOOVANGUARD INDEX FDS
$4.7M
RFIXSIMPLIFY EXCHANGE TRADED FUN
$4.7M
MSFTMICROSOFT CORP
$3.8M
SGOVISHARES TR
$3.6M
RFREGIONS FINANCIAL CORP NEW
$3.0M
IVWISHARES TR
$3.0M
TSLATESLA INC
$2.6M
PNFPPINNACLE FINL PARTNERS INC
$2.4M
PGPROCTER AND GAMBLE CO
$2.0M
IVVISHARES TR
$1.9M
GOOGLALPHABET INC
$1.8M
METAMETA PLATFORMS INC
$1.6M
LLYELI LILLY & CO
$1.6M
COSTCOSTCO WHSL CORP NEW
$1.6M
MIGAMICROSTRATEGY INC
$1.5M
WMTWALMART INC
$1.4M
VIGVANGUARD SPECIALIZED FUNDS
$1.3M
HCAHCA HEALTHCARE INC
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
GOOGALPHABET INC
$1.2M
XOMEXXON MOBIL CORP
$1.1M
JNJJOHNSON & JOHNSON
$997K
CHRWC H ROBINSON WORLDWIDE INC
$938K
CVXCHEVRON CORP NEW
$904K
VTVVANGUARD INDEX FDS
$892K
ACNACCENTURE PLC IRELAND
$854K
IWFISHARES TR
$848K
AVGOBROADCOM INC
$749K
VFHVANGUARD WORLD FD
$744K
SCHDSCHWAB STRATEGIC TR
$743K
RSPINVESCO EXCHANGE TRADED FD T
$735K
NFLXNETFLIX INC
$726K
JPMJPMORGAN CHASE & CO.
$720K
AHRAMERICAN HEALTHCARE REIT INC
$627K
IBMINTERNATIONAL BUSINESS MACHS
$622K
HDHOME DEPOT INC
$595K
XLKSELECT SECTOR SPDR TR
$570K
VVISA INC
$543K
MRKMERCK & CO INC
$540K
MPCMARATHON PETE CORP
$516K
AFLAFLAC INC
$506K
PKSTPEAKSTONE REALTY TRUST
$502K
SHELSHELL PLC
$501K
CATCATERPILLAR INC
$500K
PECOPHILLIPS EDISON & CO INC
$480K
LOWLOWES COS INC
$480K
DUKDUKE ENERGY CORP NEW
$463K
4I1PHILIP MORRIS INTL INC
$462K
TAT&T INC
$459K
AGGISHARES TR
$457K
TTTRANE TECHNOLOGIES PLC
$457K
ABBVABBVIE INC
$448K
SILASILA REALTY TRUST INC
$446K
VDCVANGUARD WORLD FD
$428K
SHWSHERWIN WILLIAMS CO
$427K
GSGOLDMAN SACHS GROUP INC
$423K
ORCLORACLE CORP
$418K
VMCVULCAN MATLS CO
$403K
VCRVANGUARD WORLD FD
$397K
CRMSALESFORCE INC
$394K
AMDADVANCED MICRO DEVICES INC
$393K
AQLTISHARES TR
$380K
CMICUMMINS INC
$373K
COPCONOCOPHILLIPS
$372K
IWDISHARES TR
$359K
HNIHNI CORP
$348K
IWMISHARES TR
$347K
XLFSELECT SECTOR SPDR TR
$336K
XLESELECT SECTOR SPDR TR
$336K
TSCOTRACTOR SUPPLY CO
$334K
GQ9SPDR GOLD TR
$333K
SCHFSCHWAB STRATEGIC TR
$330K
SPTMSPDR SER TR
$329K
VHTVANGUARD WORLD FD
$324K
CIONCION INVT CORP
$321K
RTXRTX CORPORATION
$319K
SHOPSHOPIFY INC
$312K
RCLROYAL CARIBBEAN GROUP
$310K
MOALTRIA GROUP INC
$302K
FBTCFIDELITY WISE ORIGIN BITCOIN
$297K
VBVANGUARD INDEX FDS
$293K
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