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Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2019-10-22 (Q3 2019) | Holdings: 60 | 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.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VPU - VANGUARD WORLD FDS | Reduce 3% $(6.1M) | 8.31% | $181.2M | +67.09% | +5.81% | +1.48% | |
| VDC - VANGUARD WORLD FDS | Reduce 3% $(5.8M) | 8.09% | $176.4M | +61.37% | +5.99% | +10.72% | |
| VGT - VANGUARD WORLD FDS | Reduce 3% $(5.9M) | 8.05% | $175.5M | +277.21% | +22.01% | +49.89% | |
| VNQ - VANGUARD INDEX FDS | Reduce 3% $(5.2M) | 7.93% | $173.0M | +22.14% | +1.78% | -12.41% | |
| VCR - VANGUARD WORLD FDS | Reduce 3% $(4.7M) | 7.75% | $169.0M | +130.47% | +7.13% | +38.39% | |
| VFH - VANGUARD WORLD FDS | Reduce 2% $(4.3M) | 7.65% | $166.8M | +108.24% | +8.82% | -9.59% | |
| VIS - VANGUARD WORLD FDS | Reduce 2% $(4.2M) | 7.59% | $165.6M | +122.16% | +8.06% | +5.92% | |
| VOX - VANGUARD WORLD FDS | Reduce 3% $(4.7M) | 7.57% | $165.1M | +125.92% | +12.68% | +23.26% | |
| VAW - VANGUARD WORLD FDS | Add 27% ($33.4M) | 7.31% | $159.4M | +80.87% | +5.35% | +15.40% | |
| BLV - VANGUARD BD INDEX FD INC | Reduce 6% $(7.5M) | 5.64% | $123.0M | -7.94% | +2.86% | +11.96% | |
| BIV - VANGUARD BD INDEX FD INC | Reduce 4% $(4.8M) | 5.40% | $117.8M | +8.64% | +1.16% | +8.45% | |
| VHT - VANGUARD WORLD FDS | Reduce 2% $(2.9M) | 5.27% | $114.9M | +73.47% | +15.16% | +24.43% | |
| VDE - VANGUARD WORLD FDS | Reduce 2% $(1.7M) | 4.82% | $105.1M | +104.43% | +1.00% | -43.66% | |
| BSV - VANGUARD BD INDEX FD INC | Add 5% ($3.1M) | 2.92% | $63.6M | +12.62% | +0.66% | +4.57% | |
| EDV - VANGUARD WORLD FD | Reduce 15% $(10.1M) | 2.61% | $57.0M | -35.30% | +1.66% | +18.80% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 15% $(9.4M) | 2.39% | $52.2M | +25.95% | +1.01% | +4.65% | |
| PSP - INVESCO EXCHANGE TRADED FD T | Add 8% ($874.7K) | 0.55% | $11.9M | +70.07% | +12.55% | +3.13% | |
| PG - PROCTER & GAMBLE CO | 0.06% | $1.4M | +45.15% | +3.07% | +19.60% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 86% $(1.3M) | 0.01% | $207.0K | +147.89% | +11.59% | +17.99% | |
| AAPL - APPLE INC | Reduce 10% $(20.4K) | 0.01% | $186.0K | +350.84% | +32.25% | +91.96% | |
| SPAB - SPDR SERIES TRUST | Reduce 13% $(27.2K) | 0.01% | $181.0K | +5.66% | +1.32% | +6.45% | |
| HD - HOME DEPOT INC | 0.01% | $118.0K | +88.89% | -0.64% | +22.52% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $106.0K | +214.03% | +8.27% | -8.81% | ||
| BWX - SPDR SERIES TRUST | Reduce 14% $(14.4K) | 0.00% | $92.0K | -13.67% | -0.24% | +5.98% | |
| JNK - SPDR SERIES TRUST | Reduce 13% $(14.0K) | 0.00% | $91.0K | +27.71% | +2.44% | +2.67% | |
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $88.0K | +6.46% | -23.47% | |||
| SPIP - SPDR SERIES TRUST | Add 70% ($34.2K) | 0.00% | $83.0K | +17.59% | +1.65% | +9.95% | |
| DBV - INVESCO DB G10 CURRENCY HRVS | 0.00% | $68.0K | +0.67% | -3.15% | |||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 10% $(7.6K) | 0.00% | $68.0K | +69.48% | +2.33% | -11.54% | |
| PWV - INVESCO EXCHANGE TRADED FD T | 0.00% | $63.0K | +96.46% | +9.10% | -6.55% | ||
| XSVM - INVESCO EXCHANGE TRADED FD T | 0.00% | $63.0K | +101.64% | +8.61% | -1.74% | ||
| XMMO - INVESCO EXCHANGE TRADED FD T | 0.00% | $58.0K | +148.18% | +9.36% | +22.61% | ||
| RWR - SPDR SERIES TRUST | 0.00% | $46.0K | +19.15% | -0.45% | -21.84% | ||
| XMVM - INVESCO EXCHANGE TRADED FD T | 0.00% | $42.0K | +101.86% | +7.67% | -3.51% | ||
| HON - HONEYWELL INTL INC | 0.00% | $41.0K | +43.98% | +6.20% | +5.73% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $38.0K | +62.75% | -0.59% | +0.83% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | 0.00% | $37.0K | +107.37% | +8.82% | +13.40% | ||
| RWX - SPDR INDEX SHS FDS | 0.00% | $35.0K | -7.49% | +2.05% | -19.62% | ||
| DTE - DTE ENERGY CO | 0.00% | $35.0K | +58.56% | +4.91% | +0.99% | ||
| PWB - INVESCO EXCHANGE TRADED FD T | 0.00% | $33.0K | +173.21% | +12.45% | +32.60% | ||
| NSC - NORFOLK SOUTHERN CORP | Reduce 37% $(17.1K) | 0.00% | $29.0K | +70.88% | +12.90% | +18.32% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.00% | $26.0K | +133.78% | +8.97% | +1.05% | |
| MKC.V - MCCORMICK & CO INC | 0.00% | $25.0K | -6.29% | +8.31% | +23.71% | ||
| DIS - DISNEY WALT CO | 0.00% | $20.0K | -13.76% | +8.00% | -2.51% | ||
| FSK - FS KKR CAPITAL CORP | 0.00% | $18.0K | +52.98% | +11.97% | -20.55% | ||
| XOM - EXXON MOBIL CORP | 0.00% | $14.0K | +121.81% | -2.01% | -47.14% | ||
| ACB - AURORA CANNABIS INC | New Purchase | 0.00% | $12.0K | -98.77% | -41.69% | -89.01% | |
| AFL - AFLAC INC | New Purchase | 0.00% | $8.0K | +136.01% | +0.77% | -25.90% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.00% | $6.0K | +185.43% | +10.64% | -13.38% | |
| CUZ - COUSINS PPTYS INC | New Purchase | 0.00% | $6.0K | -7.79% | +10.80% | -24.43% | |
| GLD - SPDR GOLD TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| SPTI - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| SPTL - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| IBDK - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| RNDV - FIRST TR EXCHANGE TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||