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Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2020-01-07 (Q4 2019) | Holdings: 60 | Value: $2.3B | 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 |
| VGT - VANGUARD WORLD FDS | Reduce 2% $(4.0M) | 8.66% | $195.3M | +226.53% | -9.07% | +45.83% | |
| VDC - VANGUARD WORLD FDS | Reduce 1% $(1.8M) | 7.97% | $179.8M | +56.64% | -7.89% | +12.11% | |
| VFH - VANGUARD WORLD FDS | Reduce 1% $(2.0M) | 7.97% | $179.7M | +93.40% | -28.27% | +3.58% | |
| VPU - VANGUARD WORLD FDS | Reduce 1% $(2.0M) | 7.91% | $178.3M | +67.96% | -9.03% | +0.08% | |
| VOX - VANGUARD WORLD FDS | Reduce 1% $(1.4M) | 7.87% | $177.5M | +106.67% | -16.58% | +27.66% | |
| VCR - VANGUARD WORLD FDS | Reduce 1% $(1.1M) | 7.83% | $176.6M | +119.13% | -18.28% | +53.93% | |
| VIS - VANGUARD WORLD FDS | Reduce 1% $(1.3M) | 7.68% | $173.2M | +108.48% | -25.06% | +13.43% | |
| VHT - VANGUARD WORLD FDS | Add 31% ($41.2M) | 7.65% | $172.6M | +54.33% | -7.74% | +22.89% | |
| VNQ - VANGUARD INDEX FDS | Reduce 1% $(1.3M) | 7.57% | $170.8M | +25.76% | -17.60% | -5.27% | |
| VAW - VANGUARD WORLD FDS | 7.50% | $169.0M | +73.18% | -19.13% | +30.68% | ||
| VDE - VANGUARD WORLD FDS | 4.88% | $110.0M | +89.08% | -44.79% | -27.24% | ||
| BLV - VANGUARD BD INDEX FD INC | Reduce 11% $(13.5M) | 4.73% | $106.7M | -8.43% | +6.68% | +11.01% | |
| BIV - VANGUARD BD INDEX FD INC | Reduce 10% $(12.2M) | 4.64% | $104.6M | +8.11% | +2.73% | +8.06% | |
| BSV - VANGUARD BD INDEX FD INC | Reduce 4% $(2.5M) | 2.70% | $60.9M | +12.13% | +2.25% | +4.28% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 19% $(10.2M) | 1.87% | $42.3M | +24.68% | +0.14% | +5.07% | |
| EDV - VANGUARD WORLD FD | Reduce 22% $(11.5M) | 1.81% | $40.9M | -34.23% | +26.83% | +14.89% | |
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(237.9K) | 0.56% | $12.6M | +55.28% | -30.08% | +15.19% | |
| PG - PROCTER & GAMBLE CO | 0.06% | $1.4M | +44.92% | -5.24% | +16.39% | ||
| SPY - SPDR S&P 500 ETF TR | Add 383% ($857.0K) | 0.05% | $1.1M | +128.18% | -14.65% | +20.26% | |
| AAPL - APPLE INC | 0.01% | $243.0K | +266.21% | -10.25% | +79.28% | ||
| GLD - SPDR GOLD TRUST | New Purchase | 0.01% | $197.0K | +154.24% | +4.15% | +16.74% | |
| SPAB - SPDR SERIES TRUST | 0.01% | $180.0K | +5.02% | +3.03% | +6.09% | ||
| HD - HOME DEPOT INC | 0.00% | $111.0K | +103.01% | -10.36% | +25.89% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $97.0K | +208.08% | -10.39% | +0.57% | ||
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $96.0K | -27.40% | -29.04% | |||
| BWX - SPDR SERIES TRUST | 0.00% | $92.0K | -13.70% | -4.46% | +9.35% | ||
| JNK - SPDR SERIES TRUST | 0.00% | $92.0K | +24.62% | -12.02% | +4.80% | ||
| SPIP - SPDR SERIES TRUST | Add 5% ($4.2K) | 0.00% | $88.0K | +16.32% | +3.57% | +10.03% | |
| DBC - INVESCO DB COMMDY INDX TRCK | 0.00% | $72.0K | +57.11% | -28.70% | -5.75% | ||
| DBV - INVESCO DB G10 CURRENCY HRVS | Add 5% ($3.7K) | 0.00% | $71.0K | -5.98% | -0.19% | ||
| XSVM - INVESCO EXCHANGE TRADED FD T | 0.00% | $70.0K | +88.52% | -37.60% | +15.12% | ||
| PWV - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(580.84) | 0.00% | $68.0K | +82.96% | -20.87% | -0.38% | |
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(1.3K) | 0.00% | $60.0K | +135.24% | -15.28% | +36.53% | |
| XMVM - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(1.0K) | 0.00% | $45.0K | +89.77% | -30.46% | +12.40% | |
| RWR - SPDR SERIES TRUST | 0.00% | $44.0K | +25.19% | -23.20% | -12.23% | ||
| HON - HONEYWELL INTL INC | 0.00% | $42.0K | +37.04% | -21.20% | +20.97% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(630.70) | 0.00% | $38.0K | +97.70% | -23.37% | +28.93% | |
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $36.0K | +75.15% | -11.07% | +2.96% | ||
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(617.65) | 0.00% | $35.0K | +153.68% | -10.68% | +35.68% | |
| DTE - DTE ENERGY CO | 0.00% | $34.0K | +57.14% | -18.47% | -4.64% | ||
| RWX - SPDR INDEX SHS FDS | 0.00% | $34.0K | -8.06% | -28.97% | -8.77% | ||
| NSC - NORFOLK SOUTHERN CORP | 0.00% | $32.0K | +60.42% | -18.87% | +31.57% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.00% | $28.0K | +117.71% | -15.49% | +3.54% | ||
| MKC.V - MCCORMICK & CO INC | 0.00% | $27.0K | -12.95% | -13.43% | +11.26% | ||
| DIS - DISNEY WALT CO | 0.00% | $22.0K | -21.96% | -30.53% | +22.82% | ||
| XOM - EXXON MOBIL CORP | 0.00% | $14.0K | +115.57% | -36.56% | -29.98% | ||
| AFL - AFLAC INC | 0.00% | $8.0K | +134.75% | -27.59% | -12.80% | ||
| JPM - JPMORGAN CHASE & CO | 0.00% | $7.0K | +159.57% | -29.79% | +3.96% | ||
| CUZ - COUSINS PPTYS INC | 0.00% | $6.0K | -13.67% | -19.53% | -17.34% | ||
| ACB - AURORA CANNABIS INC | 0.00% | $6.0K | -97.54% | -52.12% | -53.23% | ||
| FSK - FS KKR CAPITAL CORP | Reduce 100% | 0.00% | $0.00 | ||||