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Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2020-04-07 (Q1 2020) | Holdings: 113 | Value: $1.9B | 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 |
| BSV - VANGUARD BD INDEX FDS | Add 1139% ($707.1M) | 41.36% | $769.2M | +9.64% | +1.55% | +1.71% | |
| EDV - VANGUARD WORLD FD | Add 225% ($118.5M) | 9.21% | $171.3M | -48.44% | -0.64% | -20.12% | |
| VDE - VANGUARD WORLD FDS | Add 64% ($32.9M) | 4.54% | $84.5M | +256.81% | +13.85% | +63.72% | |
| VHT - VANGUARD WORLD FDS | Reduce 44% $(65.3M) | 4.53% | $84.3M | +72.10% | +15.34% | +35.52% | |
| VOX - VANGUARD WORLD FDS | Reduce 42% $(60.1M) | 4.51% | $83.9M | +150.63% | +23.75% | +74.95% | |
| VNQ - VANGUARD INDEX FDS | Reduce 35% $(45.1M) | 4.49% | $83.5M | +60.62% | +11.47% | +37.49% | |
| VDC - VANGUARD WORLD FDS | Reduce 46% $(70.6M) | 4.47% | $83.1M | +71.35% | +6.07% | +28.20% | |
| VGT - VANGUARD WORLD FDS | Reduce 51% $(86.5M) | 4.43% | $82.5M | +265.03% | +30.64% | +73.11% | |
| VAW - VANGUARD WORLD FDS | Reduce 32% $(39.0M) | 4.43% | $82.3M | +122.15% | +22.23% | +75.81% | |
| VIS - VANGUARD WORLD FDS | Reduce 34% $(42.0M) | 4.42% | $82.2M | +184.87% | +14.53% | +71.21% | |
| VFH - VANGUARD WORLD FDS | Reduce 31% $(37.3M) | 4.42% | $82.2M | +176.87% | +8.92% | +68.42% | |
| VPU - VANGUARD WORLD FDS | Reduce 46% $(70.1M) | 4.41% | $82.0M | +93.03% | +3.95% | +20.32% | |
| VCR - VANGUARD WORLD FDS | Reduce 41% $(55.6M) | 4.30% | $79.9M | +174.43% | +37.73% | +105.09% | |
| BLV - VANGUARD BD INDEX FDS | Reduce 98% $(111.0M) | 0.13% | $2.5M | -13.47% | +7.15% | -1.09% | |
| BIV - VANGUARD BD INDEX FDS | Reduce 98% $(104.8M) | 0.13% | $2.4M | +5.73% | +5.28% | +3.03% | |
| PG - PROCTER & GAMBLE CO | 0.07% | $1.2M | +53.88% | +8.15% | +22.97% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 20% $(169.2K) | 0.04% | $697.0K | +173.39% | +18.51% | +54.90% | |
| GLD - SPDR GOLD TRUST | Add 9% ($17.6K) | 0.01% | $221.0K | +142.14% | +9.09% | +5.52% | |
| AAPL - APPLE INC | Add 2% ($3.6K) | 0.01% | $214.0K | +313.20% | +45.54% | +100.00% | |
| SPAB - SPDR SER TR | Reduce 9% $(16.3K) | 0.01% | $169.0K | +2.30% | +3.33% | +1.25% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 100% $(41.7M) | 0.01% | $143.0K | +24.17% | +1.51% | +5.79% | |
| SPTL - SPDR SER TR | New Purchase | 0.01% | $101.0K | -31.90% | +0.30% | -14.64% | |
| HD - HOME DEPOT INC | Add 3% ($2.4K) | 0.01% | $98.0K | +127.20% | +29.07% | +65.65% | |
| SPTI - SPDR SER TR | New Purchase | 0.01% | $93.0K | -0.47% | +1.04% | -1.64% | |
| SPIP - SPDR SER TR | Add 2% ($1.9K) | 0.00% | $91.0K | +12.12% | +2.49% | +5.22% | |
| BWX - SPDR SER TR | 0.00% | $89.0K | -9.84% | +6.52% | +9.08% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $81.0K | +252.60% | +2.56% | +22.62% | ||
| JNK - SPDR SER TR | Add 2% ($1.2K) | 0.00% | $81.0K | +44.12% | +10.72% | +22.50% | |
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $77.0K | -14.14% | +14.04% | |||
| DBV - INVESCO DB G10 CURRENCY HARV | Add 9% ($5.8K) | 0.00% | $71.0K | +5.29% | +11.49% | ||
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 99% $(7.9M) | 0.00% | $64.0K | +124.93% | +24.75% | +86.23% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Add 2% ($1.1K) | 0.00% | $52.0K | +119.96% | +10.22% | +45.80% | |
| PWV - INVESCO EXCHANGE TRADED FD T | 0.00% | $49.0K | +138.11% | +7.58% | +41.68% | ||
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(495.87) | 0.00% | $48.0K | +185.79% | +19.74% | +70.22% | |
| XSVM - INVESCO EXCHANGE TRADED FD T | Add 2% ($608.72) | 0.00% | $41.0K | +208.94% | +19.19% | +144.47% | |
| HON - HONEYWELL INTL INC | 0.00% | $32.0K | +77.19% | +7.31% | +64.46% | ||
| RWR - SPDR SER TR | 0.00% | $31.0K | +69.21% | +5.77% | +37.12% | ||
| XMVM - INVESCO EXCHANGE TRADED FD T | 0.00% | $29.0K | +181.39% | +12.22% | +95.22% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | 0.00% | $28.0K | +166.89% | +25.58% | +79.78% | ||
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 7% $(2.2K) | 0.00% | $28.0K | +188.93% | +25.61% | +58.56% | |
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $27.0K | +112.46% | +8.89% | +34.81% | ||
| RWX - SPDR INDEX SHS FDS | Add 12% ($2.9K) | 0.00% | $26.0K | +30.34% | +10.57% | +35.32% | |
| DTE - DTE ENERGY CO | 0.00% | $25.0K | +104.51% | +11.33% | +42.94% | ||
| NSC - NORFOLK SOUTHERN CORP | 0.00% | $24.0K | +102.21% | +13.37% | +75.44% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.00% | $23.0K | +162.38% | -3.39% | +40.50% | ||
| MKC.V - MCCORMICK & CO INC | 0.00% | $23.0K | -1.11% | +21.93% | +19.92% | ||
| DIS - DISNEY WALT CO | Add 14% ($2.0K) | 0.00% | $17.0K | +12.94% | +16.04% | +86.33% | |
| XOM - EXXON MOBIL CORP | Add 11% ($763.64) | 0.00% | $8.0K | +255.18% | +4.83% | +44.53% | |
| AFL - AFLAC INC | 0.00% | $5.0K | +240.04% | -0.90% | +47.22% | ||
| JPM - JPMORGAN CHASE & CO | 0.00% | $5.0K | +278.52% | +2.29% | +73.90% | ||
| CUZ - COUSINS PPTYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACB - AURORA CANNABIS INC | Reduce 100% | 0.00% | $0.00 | ||||