$300 Million is the total value of Beacon Capital Management, LLC's 2327 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 37.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFLO | New | ISHARES TRtrs flt rt bd | $43,071,000 | – | 854,576 | +100.0% | 14.34% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $8,848,000 | -22.1% | 31,573 | +0.7% | 2.95% | +4.7% |
| AAPL | Buy | APPLE INC | $5,781,000 | -19.6% | 42,295 | +2.7% | 1.92% | +8.0% |
| AMZN | Buy | AMAZON COM INC | $2,986,000 | +74.0% | 28,105 | +5243.2% | 0.99% | +133.9% |
| VOO | Buy | VANGUARD INDEX FDS | $2,419,000 | -12.2% | 6,977 | +5.1% | 0.81% | +18.2% |
| MSFT | Buy | MICROSOFT CORP | $1,359,000 | -15.7% | 5,292 | +1.2% | 0.45% | +13.2% |
| TSLA | Buy | TESLA INC | $1,264,000 | -28.3% | 1,876 | +14.7% | 0.42% | -3.7% |
| CVX | Buy | CHEVRON CORP NEW | $775,000 | -10.7% | 5,353 | +0.3% | 0.26% | +20.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $767,000 | -12.2% | 1,600 | +5.4% | 0.26% | +17.5% |
| HCA | Buy | HCA HEALTHCARE INC | $723,000 | -29.6% | 4,300 | +5.0% | 0.24% | -5.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $645,000 | +26.5% | 296 | +61.7% | 0.22% | +70.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $605,000 | -1.9% | 2,565 | +5.8% | 0.20% | +31.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $586,000 | +2.3% | 268 | +30.7% | 0.20% | +37.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $465,000 | -8.1% | 2,075 | +2.5% | 0.16% | +24.0% |
| MRK | Buy | MERCK & CO INC | $460,000 | +11.7% | 5,043 | +0.4% | 0.15% | +50.0% |
| NVDA | Buy | NVIDIA CORPORATION | $437,000 | -13.1% | 2,883 | +56.6% | 0.15% | +16.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $402,000 | -3.8% | 3,743 | +0.1% | 0.13% | +28.8% |
| XOM | Buy | EXXON MOBIL CORP | $395,000 | +3.9% | 4,601 | +0.2% | 0.13% | +40.4% |
| Buy | CION INVT CORP | $344,000 | +19.9% | 39,715 | +105.5% | 0.12% | +62.0% | |
| MPC | Buy | MARATHON PETE CORP | $340,000 | -3.4% | 4,136 | +0.4% | 0.11% | +29.9% |
| BA | Buy | BOEING CO | $324,000 | -23.8% | 2,360 | +6.4% | 0.11% | +2.9% |
| Buy | FRANKLIN BSP RLTY TR INC | $285,000 | +562.8% | 21,097 | +564.3% | 0.10% | +763.6% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $271,000 | +52.2% | 1,921 | +40.4% | 0.09% | +104.5% |
| CAT | Buy | CATERPILLAR INC | $260,000 | -10.7% | 1,452 | +11.4% | 0.09% | +20.8% |
| HNI | Buy | HNI CORP | $250,000 | -5.3% | 7,193 | +0.8% | 0.08% | +27.7% |
| MCD | Buy | MCDONALDS CORP | $250,000 | +9.6% | 1,013 | +9.6% | 0.08% | +48.2% |
| CMI | Buy | CUMMINS INC | $245,000 | -5.0% | 1,264 | +0.6% | 0.08% | +28.1% |
| PEP | Buy | PEPSICO INC | $242,000 | +13.6% | 1,454 | +14.8% | 0.08% | +52.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $206,000 | -13.4% | 1,171 | +4.7% | 0.07% | +16.9% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $203,000 | -16.8% | 1,534 | +0.1% | 0.07% | +13.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $200,000 | -7.4% | 2,624 | +32.9% | 0.07% | +24.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $188,000 | -11.7% | 1,486 | +11.6% | 0.06% | +18.9% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $186,000 | -8.4% | 4,000 | +9.2% | 0.06% | +24.0% |
| LOW | Buy | LOWES COS INC | $180,000 | -13.9% | 1,035 | +0.3% | 0.06% | +15.4% |
| F | Buy | FORD MTR CO DEL | $177,000 | -33.7% | 15,874 | +0.2% | 0.06% | -10.6% |
| TSCO | Buy | TRACTOR SUPPLY CO | $173,000 | -14.4% | 889 | +3.3% | 0.06% | +16.0% |
| ABT | Buy | ABBOTT LABS | $172,000 | -8.0% | 1,586 | +0.2% | 0.06% | +23.9% |
| MRO | Buy | MARATHON OIL CORP | $139,000 | -9.7% | 6,160 | +0.2% | 0.05% | +21.1% |
| OXY | Buy | OCCIDENTAL PETE CORP | $138,000 | +4.5% | 2,332 | +0.1% | 0.05% | +39.4% |
| CSCO | Buy | CISCO SYS INC | $131,000 | -23.8% | 3,083 | +0.1% | 0.04% | +2.3% |
| QCOM | Buy | QUALCOMM INC | $123,000 | +15.0% | 959 | +35.5% | 0.04% | +51.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $111,000 | -8.3% | 351 | +3.8% | 0.04% | +23.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $103,000 | -6.4% | 1,034 | +0.2% | 0.03% | +25.9% |
| ABBV | Buy | ABBVIE INC | $93,000 | -5.1% | 604 | +0.3% | 0.03% | +29.2% |
| MMM | Buy | 3M CO | $89,000 | -5.3% | 687 | +8.7% | 0.03% | +30.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $89,000 | -8.2% | 1,418 | +7.7% | 0.03% | +25.0% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $89,000 | -20.5% | 14,245 | +2.8% | 0.03% | +7.1% |
| BDTX | Buy | BLACK DIAMOND THERAPEUTICS I | $88,000 | +33.3% | 35,615 | +48.4% | 0.03% | +81.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $86,000 | -2.3% | 669 | +3.9% | 0.03% | +31.8% |
| MO | Buy | ALTRIA GROUP INC | $88,000 | -20.0% | 2,105 | +0.5% | 0.03% | +7.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $85,000 | +14.9% | 166 | +13.7% | 0.03% | +55.6% |
| BP | Buy | BP PLCsponsored adr | $80,000 | -3.6% | 2,852 | +0.7% | 0.03% | +28.6% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $82,000 | -3.5% | 848 | +0.1% | 0.03% | +28.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $82,000 | -7.9% | 2,039 | +3.3% | 0.03% | +22.7% |
| New | WARNER BROS DISCOVERY INC | $75,000 | – | 5,659 | +100.0% | 0.02% | – | |
| SHOP | Buy | SHOPIFY INCcl a | $72,000 | -28.0% | 2,320 | +1467.6% | 0.02% | -4.0% |
| WPC | Buy | WP CAREY INC | $71,000 | +39.2% | 857 | +35.8% | 0.02% | +84.6% |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $71,000 | – | 5,646 | +100.0% | 0.02% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $65,000 | -3.0% | 708 | +14.2% | 0.02% | +29.4% |
| AMGN | Buy | AMGEN INC | $59,000 | +1.7% | 241 | +0.4% | 0.02% | +42.9% |
| HUBB | Buy | HUBBELL INC | $57,000 | +5600.0% | 317 | +10466.7% | 0.02% | – |
| FLRN | Buy | SPDR SER TRbloomberg invt | $58,000 | +1.8% | 1,910 | +2.5% | 0.02% | +35.7% |
| ASML | Buy | ASML HOLDING N V | $49,000 | -22.2% | 104 | +9.5% | 0.02% | 0.0% |
| FTNT | Buy | FORTINET INC | $47,000 | -17.5% | 840 | +400.0% | 0.02% | +14.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $49,000 | +2.1% | 114 | +4.6% | 0.02% | +33.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $47,000 | -7.8% | 1,510 | +10.9% | 0.02% | +23.1% |
| VOX | Buy | VANGUARD WORLD FDS | $43,000 | -20.4% | 444 | +0.2% | 0.01% | +7.7% |
| VXRT | Buy | VAXART INC | $38,000 | +52.0% | 10,814 | +116.3% | 0.01% | +116.7% |
| RKT | Buy | ROCKET COS INC | $37,000 | -15.9% | 5,000 | +25.0% | 0.01% | +9.1% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $36,000 | +111.8% | 284 | +219.1% | 0.01% | +200.0% |
| TXN | Buy | TEXAS INSTRS INC | $36,000 | +12.5% | 234 | +34.5% | 0.01% | +50.0% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $35,000 | -35.2% | 436 | +0.5% | 0.01% | -7.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $37,000 | -2.6% | 777 | +9.7% | 0.01% | +33.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $35,000 | +2.9% | 501 | +13.6% | 0.01% | +50.0% |
| LRCX | New | LAM RESEARCH CORP | $32,000 | – | 75 | +100.0% | 0.01% | – |
| WKHS | Buy | WORKHORSE GROUP INC | $33,000 | +10.0% | 12,655 | +110.9% | 0.01% | +57.1% |
| DTE | Buy | DTE ENERGY CO | $34,000 | +9.7% | 269 | +16.5% | 0.01% | +37.5% |
| CCL | Buy | CARNIVAL CORP | $27,000 | -55.0% | 3,100 | +3.3% | 0.01% | -40.0% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $27,000 | -15.6% | 419 | +18.7% | 0.01% | +12.5% |
| DBB | Buy | INVESCO DB MULTI-SECTOR COMMbase metals fd | $26,000 | -7.1% | 1,357 | +25.2% | 0.01% | +28.6% |
| New | ALPS ETF TRoshares us qualt | $25,000 | – | 618 | +100.0% | 0.01% | – | |
| MU | Buy | MICRON TECHNOLOGY INC | $24,000 | -4.0% | 420 | +31.2% | 0.01% | +33.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $25,000 | 0.0% | 417 | +6.4% | 0.01% | +33.3% |
| GM | Buy | GENERAL MTRS CO | $23,000 | -23.3% | 695 | +4.4% | 0.01% | +14.3% |
| IYE | Buy | ISHARES TRu.s. energy etf | $24,000 | +14.3% | 641 | +22.1% | 0.01% | +60.0% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $25,000 | -10.7% | 167 | +1.2% | 0.01% | +14.3% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $24,000 | +4.3% | 111 | +26.1% | 0.01% | +33.3% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $22,000 | 0.0% | 523 | +6.7% | 0.01% | +40.0% |
| TWTR | Buy | TWITTER INC | $20,000 | +400.0% | 527 | +416.7% | 0.01% | +600.0% |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $22,000 | – | 533 | +100.0% | 0.01% | – |
| IAU | Buy | ISHARES GOLD TRishares new | $21,000 | +10.5% | 609 | +20.6% | 0.01% | +40.0% |
| LTPZ | New | PIMCO ETF TR15+ yr us tips | $18,000 | – | 270 | +100.0% | 0.01% | – |
| TROW | Buy | PRICE T ROWE GROUP INC | $18,000 | -21.7% | 155 | +0.6% | 0.01% | 0.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $18,000 | -5.3% | 125 | +13.6% | 0.01% | +20.0% |
| SLB | Buy | SCHLUMBERGER LTD | $19,000 | -9.5% | 536 | +6.1% | 0.01% | +20.0% |
| ITA | Buy | ISHARES TRus aer def etf | $14,000 | +600.0% | 149 | +964.3% | 0.01% | – |
| IRT | Buy | INDEPENDENCE RLTY TR INC | $14,000 | -22.2% | 674 | +0.4% | 0.01% | +25.0% |
| TMFC | New | RBB FD INCmotley fol etf | $15,000 | – | 480 | +100.0% | 0.01% | – |
| TGT | Buy | TARGET CORP | $16,000 | +33.3% | 111 | +98.2% | 0.01% | +66.7% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $11,000 | – | 63 | +100.0% | 0.00% | – |
| MAIN | Buy | MAIN STR CAP CORP | $13,000 | -7.1% | 332 | +0.6% | 0.00% | +33.3% |
| New | RBB FD INCmotley fool gbl | $13,000 | – | 567 | +100.0% | 0.00% | – | |
| SYF | Buy | SYNCHRONY FINANCIAL | $12,000 | -20.0% | 425 | +0.2% | 0.00% | 0.0% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $9,000 | 0.0% | 193 | +0.5% | 0.00% | +50.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $8,000 | -11.1% | 86 | +30.3% | 0.00% | +50.0% |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $10,000 | – | 121 | +100.0% | 0.00% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $9,000 | – | 342 | +100.0% | 0.00% | – |
| ETO | Buy | EATON VANCE TAX-ADVANTAGED G | $10,000 | -23.1% | 430 | +2.4% | 0.00% | 0.0% |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $8,000 | – | 39 | +100.0% | 0.00% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $8,000 | – | 122 | +100.0% | 0.00% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $8,000 | – | 112 | +100.0% | 0.00% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $9,000 | +50.0% | 40 | +66.7% | 0.00% | +200.0% |
| PSEC | Buy | PROSPECT CAP CORP | $9,000 | -18.2% | 1,303 | +2.5% | 0.00% | 0.0% |
| ZS | Buy | ZSCALER INC | $10,000 | -33.3% | 72 | +16.1% | 0.00% | -25.0% |
| CTMX | New | CYTOMX THERAPEUTICS INC | $9,000 | – | 5,000 | +100.0% | 0.00% | – |
| MFMS | New | RBB FD INCmotley fool sml | $10,000 | – | 434 | +100.0% | 0.00% | – |
| SOXX | New | ISHARES TRishares semicdtr | $5,000 | – | 15 | +100.0% | 0.00% | – |
| VMO | Buy | INVESCO MUN OPPORTUNITY TR | $6,000 | -14.3% | 628 | +1.5% | 0.00% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO | $6,000 | 0.0% | 145 | +0.7% | 0.00% | +100.0% |
| COHU | New | COHU INC | $6,000 | – | 225 | +100.0% | 0.00% | – |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $5,000 | +25.0% | 450 | +125.0% | 0.00% | +100.0% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $5,000 | -16.7% | 144 | +51.6% | 0.00% | +100.0% |
| New | CRANE HLDGS CO | $6,000 | – | 67 | +100.0% | 0.00% | – | |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNITI | $5,000 | 0.0% | 238 | +1.3% | 0.00% | +100.0% |
| IYY | New | ISHARES TRdow jones us etf | $5,000 | – | 56 | +100.0% | 0.00% | – |
| UTG | Buy | REAVES UTIL INCOME FD | $5,000 | -16.7% | 166 | +1.8% | 0.00% | +100.0% |
| SNA | Buy | SNAP ON INC | $7,000 | +40.0% | 34 | +36.0% | 0.00% | +100.0% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $6,000 | – | 141 | +100.0% | 0.00% | – |
| New | ENOVIX CORPORATION | $6,000 | – | 700 | +100.0% | 0.00% | – | |
| MDIV | Buy | FIRST TR EXCHANGE-TRADED FDmulti asset di | $7,000 | -12.5% | 481 | +1.7% | 0.00% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $7,000 | +250.0% | 196 | +326.1% | 0.00% | – |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $5,000 | 0.0% | 226 | +0.9% | 0.00% | +100.0% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $7,000 | +16.7% | 818 | +14.2% | 0.00% | +100.0% |
| EWA | New | ISHARES INCmsci aust etf | $3,000 | – | 158 | +100.0% | 0.00% | – |
| MDB | Buy | MONGODB INCcl a | $2,000 | 0.0% | 9 | +125.0% | 0.00% | – |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,000 | +50.0% | 157 | +74.4% | 0.00% | – |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES | $3,000 | 0.0% | 417 | +1.7% | 0.00% | 0.0% |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $2,000 | – | 200 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $2,000 | – | 150 | +100.0% | 0.00% | – |
| SPSB | New | SPDR SER TRportfolio short | $4,000 | – | 134 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INC | $3,000 | – | 13 | +100.0% | 0.00% | – |
| Buy | EMBARK TECHNOLOGY INC | $2,000 | -89.5% | 4,750 | +46.2% | 0.00% | -80.0% | |
| ETG | Buy | EATON VANCE TX ADV GLBL DIV | $3,000 | 0.0% | 156 | +2.0% | 0.00% | 0.0% |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $2,000 | – | 20 | +100.0% | 0.00% | – |
| DOCN | New | DIGITALOCEAN HLDGS INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $4,000 | -20.0% | 72 | +1.4% | 0.00% | 0.0% |
| APH | New | AMPHENOL CORP NEWcl a | $2,000 | – | 30 | +100.0% | 0.00% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $4,000 | -20.0% | 109 | +2.8% | 0.00% | 0.0% |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $2,000 | – | 111 | +100.0% | 0.00% | – |
| New | WORLD GOLD TRspdr gld minis | $2,000 | – | 54 | +100.0% | 0.00% | – | |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $3,000 | +200.0% | 15 | +200.0% | 0.00% | – |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $4,000 | +100.0% | 33 | +83.3% | 0.00% | – |
| HEFA | New | ISHARES TRhdg msci eafe | $2,000 | – | 73 | +100.0% | 0.00% | – |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $2,000 | – | 38 | +100.0% | 0.00% | – |
| LQDH | New | ISHARES U S ETF TRint rt hdg c b | $2,000 | – | 19 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW | $0 | – | 3 | +100.0% | 0.00% | – | |
| MTB | New | M & T BK CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $1,000 | – | 23 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | – | 8 | +100.0% | 0.00% | – |
| DXCM | Buy | DEXCOM INC | $1,000 | -66.7% | 16 | +300.0% | 0.00% | -100.0% |
| UPST | New | UPSTART HLDGS INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| Buy | ORION OFFICE REIT INC | $1,000 | 0.0% | 66 | +1.5% | 0.00% | – | |
| EMD | Buy | WESTERN ASSET EMERGING MKTS | $1,000 | -50.0% | 145 | +2.8% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $1,000 | – | 24 | +100.0% | 0.00% | – |
| New | NU HLDGS LTD | $1,000 | – | 300 | +100.0% | 0.00% | – | |
| EVGO | New | EVGO INC | $1,000 | – | 123 | +100.0% | 0.00% | – |
| SAND | Buy | SANDSTORM GOLD LTD | $1,000 | 0.0% | 176 | +0.6% | 0.00% | – |
| XBI | New | SPDR SER TRs&p biotech | $1,000 | – | 15 | +100.0% | 0.00% | – |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $1,000 | -66.7% | 268 | +0.4% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 29.3% |
| SPDR DOW JONES INDL AVERAGE | 7 | Q3 2023 | 9.3% |
| VANGUARD ADMIRAL FDS INC | 7 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 9.2% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 12.8% |
| VANGUARD MALVERN FDS | 7 | Q3 2023 | 12.7% |
| INVESCO QQQ TR | 7 | Q3 2023 | 4.1% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 3.1% |
View Beacon Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-16 |
View Beacon Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.