10,000+ stock pitches from top investors available on joinyellowbrick.com
Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2019-04-08 (Q1 2019) | Holdings: 78 | Value: $2.2B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VPU - VANGUARD WORLD FDS | Add 287% ($129.4M) | 7.94% | $174.5M | +88.68% | +6.03% | +7.10% | |
| BLV - VANGUARD BD INDEX FD INC | Reduce 71% $(412.7M) | 7.83% | $172.1M | +4.38% | +7.25% | +24.98% | |
| VGT - VANGUARD WORLD FDS | Add 6226% ($168.5M) | 7.79% | $171.2M | +297.32% | +4.94% | +10.90% | |
| VNQ - VANGUARD INDEX FDS | Add 7969% ($168.6M) | 7.77% | $170.8M | +35.34% | +4.30% | -6.35% | |
| BIV - VANGUARD BD INDEX FD INC | Reduce 70% $(403.7M) | 7.69% | $169.1M | +15.84% | +3.70% | +11.44% | |
| BSV - VANGUARD BD INDEX FD INC | Reduce 84% $(915.3M) | 7.68% | $168.8M | +16.12% | +1.65% | +6.44% | |
| VIS - VANGUARD WORLD FDS | Add 7600% ($165.4M) | 7.62% | $167.6M | +131.03% | +1.71% | -15.28% | |
| VDC - VANGUARD WORLD FDS | Add 6191% ($127.3M) | 5.88% | $129.3M | +76.06% | +5.71% | +4.56% | |
| VCR - VANGUARD WORLD FDS | Add 5413% ($126.3M) | 5.85% | $128.6M | +137.70% | +3.39% | -9.58% | |
| VOX - VANGUARD WORLD FDS | Add 7073% ($125.1M) | 5.77% | $126.9M | +132.74% | +3.74% | -5.15% | |
| VAW - VANGUARD WORLD FDS | Add 6126% ($124.2M) | 5.74% | $126.2M | +79.00% | -0.63% | -12.71% | |
| VDE - VANGUARD WORLD FDS | Add 6679% ($124.0M) | 5.73% | $125.9M | +74.84% | -7.19% | -49.18% | |
| VHT - VANGUARD WORLD FDS | Add 5129% ($122.8M) | 5.70% | $125.2M | +73.48% | +1.78% | +4.65% | |
| VFH - VANGUARD WORLD FDS | Add 5741% ($120.2M) | 5.57% | $122.3M | +123.92% | +6.02% | -12.30% | |
| EDV - VANGUARD WORLD FD | New Purchase | 5.09% | $111.9M | -22.96% | +10.00% | +49.44% | |
| SPY - SPDR S&P 500 ETF TR | Add 22% ($372.0K) | 0.09% | $2.1M | +159.82% | +3.79% | -1.33% | |
| PG - PROCTER AND GAMBLE CO | 0.05% | $1.1M | +72.76% | +8.76% | +12.53% | ||
| GLD - SPDR GOLD TRUST | New Purchase | 0.04% | $837.0K | +206.28% | +6.89% | +28.74% | |
| SPTL - SPDR SERIES TRUST | Reduce 49% $(679.2K) | 0.03% | $714.0K | -8.09% | +7.36% | +35.47% | |
| SPTI - SPDR SERIES TRUST | Reduce 47% $(614.7K) | 0.03% | $688.0K | +10.85% | +2.64% | +11.81% | |
| SPAB - SPDR SERIES TRUST | Reduce 9% $(23.4K) | 0.01% | $225.0K | +11.46% | +3.18% | +10.62% | |
| AAPL - APPLE INC | 0.01% | $175.0K | +449.05% | +0.85% | +35.53% | ||
| JNK - SPDR SERIES TRUST | Reduce 8% $(10.1K) | 0.01% | $114.0K | +33.37% | +2.78% | +0.47% | |
| BWX - SPDR SERIES TRUST | Reduce 9% $(11.4K) | 0.01% | $113.0K | -10.28% | +2.77% | +0.78% | |
| SPIP - SPDR SERIES TRUST | Reduce 10% $(12.1K) | 0.00% | $106.0K | +22.43% | +2.58% | +9.64% | |
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $102.0K | +200.90% | -1.17% | -10.85% | ||
| HD - HOME DEPOT INC | 0.00% | $98.0K | +123.93% | +5.55% | +2.28% | ||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 4% $(3.6K) | 0.00% | $94.0K | +59.23% | -3.33% | -27.54% | |
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $90.0K | +4.96% | -23.04% | |||
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(4.8K) | 0.00% | $84.0K | +79.19% | +3.82% | -16.41% | |
| DBV - INVESCO DB G10 CURRENCY HRVS | Reduce 6% $(5.2K) | 0.00% | $80.0K | +0.12% | -5.43% | ||
| XSVM - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(4.0K) | 0.00% | $77.0K | +109.63% | -3.23% | -26.30% | |
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 10% $(8.3K) | 0.00% | $73.0K | +150.98% | +3.64% | -6.89% | |
| PWV - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(4.0K) | 0.00% | $73.0K | +111.83% | +3.54% | -6.20% | |
| XMVM - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(2.7K) | 0.00% | $53.0K | +112.08% | +2.65% | -19.10% | |
| RWR - SPDR SERIES TRUST | Reduce 6% $(3.1K) | 0.00% | $52.0K | +30.11% | +3.69% | -15.39% | |
| NSC - NORFOLK SOUTHERN CORP | 0.00% | $48.0K | +66.39% | +3.14% | -15.68% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(2.5K) | 0.00% | $46.0K | +112.64% | +2.06% | -13.66% | |
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 5% $(2.2K) | 0.00% | $45.0K | +172.32% | +2.35% | -2.49% | |
| RWX - SPDR INDEX SHS FDS | Add 2% ($940.73) | 0.00% | $41.0K | -0.48% | +2.74% | -21.10% | |
| ABT - ABBOTT LABS | New Purchase | 0.00% | $38.0K | +82.40% | +9.43% | +11.75% | |
| HON - HONEYWELL INTL INC | 0.00% | $38.0K | +53.31% | +9.43% | -9.19% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $36.0K | +74.88% | +2.21% | -7.56% | ||
| DTE - DTE ENERGY CO | 0.00% | $32.0K | +68.79% | +7.76% | -6.17% | ||
| MKC.V - MCCORMICK & CO INC | 0.00% | $24.0K | -0.75% | +4.67% | +1.54% | ||
| FSK - FS KKR CAPITAL CORP | 0.00% | $19.0K | +50.49% | +1.32% | -33.10% | ||
| DIS - DISNEY WALT CO | 0.00% | $17.0K | -0.59% | +23.25% | -8.51% | ||
| XOM - EXXON MOBIL CORP | 0.00% | $16.0K | +89.82% | -6.32% | -45.05% | ||
| MS - MORGAN STANLEY | New Purchase | 0.00% | $15.0K | +350.34% | -1.33% | -5.37% | |
| RTL - AMERICAN FIN TR INC | Add 33% ($2.5K) | 0.00% | $10.0K | +13.39% | -26.75% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| SCHG - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| AFL - AFLAC INC | Reduce 100% | 0.00% | $0.00 | ||||
| TIER - TIER REIT INC | Reduce 100% | 0.00% | $0.00 | ||||