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Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2020-07-16 (Q2 2020) | Holdings: 68 | Value: $2.0B | 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 | Reduce 56% $(439.2M) | 17.31% | $338.8M | +7.86% | +0.14% | +0.43% | |
| VGT - VANGUARD WORLD FDS | Add 39% ($42.8M) | 7.73% | $151.3M | +182.24% | +12.92% | +40.63% | |
| VCR - VANGUARD WORLD FDS | Add 33% ($36.6M) | 7.48% | $146.5M | +94.04% | +15.44% | +45.69% | |
| VOX - VANGUARD WORLD FDS | Add 38% ($39.2M) | 7.24% | $141.6M | +99.20% | +4.34% | +42.00% | |
| VHT - VANGUARD WORLD FDS | Add 41% ($40.1M) | 7.04% | $137.8M | +45.04% | +2.67% | +24.02% | |
| VAW - VANGUARD WORLD FDS | Add 32% ($33.0M) | 6.96% | $136.2M | +71.15% | +8.07% | +35.28% | |
| BIV - VANGUARD BD INDEX FDS | Add 4539% ($112.7M) | 5.88% | $115.2M | -0.03% | +0.02% | +0.33% | |
| BLV - VANGUARD BD INDEX FDS | Add 4295% ($110.9M) | 5.80% | $113.4M | -20.76% | -2.54% | -2.08% | |
| EDV - VANGUARD WORLD FD | Reduce 34% $(57.6M) | 5.72% | $112.0M | -49.39% | -4.83% | -11.08% | |
| VDE - VANGUARD WORLD FDS | Reduce 10% $(10.9M) | 5.12% | $100.3M | +204.52% | -18.55% | +37.91% | |
| VIS - VANGUARD WORLD FDS | Reduce 2% $(2.3M) | 4.83% | $94.5M | +137.87% | +12.50% | +41.99% | |
| VNQ - VANGUARD INDEX FDS | Reduce 2% $(2.0M) | 4.69% | $91.9M | +44.92% | +2.90% | +37.63% | |
| VFH - VANGUARD WORLD FDS | Reduce 2% $(2.0M) | 4.63% | $90.6M | +143.14% | +2.61% | +48.50% | |
| VDC - VANGUARD WORLD FDS | Reduce 2% $(1.5M) | 4.54% | $88.8M | +56.66% | +7.29% | +20.26% | |
| VPU - VANGUARD WORLD FDS | Reduce 1% $(733.4K) | 4.21% | $82.4M | +80.40% | +7.07% | +13.53% | |
| PSP - INVESCO EXCHANGE TRADED FD T | Add 13397% ($11.0M) | 0.56% | $11.0M | +77.93% | +6.76% | +51.02% | |
| PG - PROCTER AND GAMBLE CO | 0.07% | $1.3M | +39.79% | +14.16% | +15.02% | ||
| SPY - SPDR S&P 500 ETF TR | Add 4% ($29.3K) | 0.04% | $863.0K | +126.60% | +6.68% | +33.99% | |
| VRSK - VERISK ANALYTICS INC | New Purchase | 0.03% | $523.0K | +37.84% | +7.19% | +5.31% | |
| AAPL - APPLE INC | Reduce 2% $(5.1K) | 0.02% | $302.0K | +179.09% | +19.80% | +47.86% | |
| GLD - SPDR GOLD TR | 0.01% | $250.0K | +122.15% | +4.97% | -0.19% | ||
| SPAB - SPDR SER TR | Reduce 17% $(28.7K) | 0.01% | $144.0K | -1.41% | -0.38% | -0.06% | |
| HD - HOME DEPOT INC | Reduce 2% $(3.3K) | 0.01% | $128.0K | +68.68% | +9.69% | +25.38% | |
| SPTL - SPDR SER TR | 0.01% | $101.0K | -33.17% | -3.45% | -8.14% | ||
| SPTI - SPDR SER TR | 0.00% | $93.0K | -1.64% | -0.26% | -1.11% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $88.0K | +225.34% | +2.23% | +16.77% | ||
| BWX - SPDR SER TR | Reduce 18% $(16.4K) | 0.00% | $76.0K | -15.30% | +3.33% | +2.28% | |
| SPIP - SPDR SER TR | Reduce 19% $(18.0K) | 0.00% | $76.0K | +8.82% | +2.02% | +6.92% | |
| JNK - SPDR SER TR | Reduce 16% $(13.7K) | 0.00% | $73.0K | +28.37% | +2.61% | +10.12% | |
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $62.0K | +0.07% | +24.33% | |||
| DBV - INVESCO DB G10 CURRENCY HARV | Reduce 18% $(13.7K) | 0.00% | $62.0K | -1.29% | +2.41% | ||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 9% $(5.3K) | 0.00% | $51.0K | +100.99% | +5.06% | +44.46% | |
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 22% $(12.4K) | 0.00% | $45.0K | +132.09% | +14.62% | +32.05% | |
| PWV - INVESCO EXCHANGE TRADED FD T | Reduce 21% $(11.7K) | 0.00% | $43.0K | +114.39% | +1.51% | +27.64% | |
| XSVM - INVESCO EXCHANGE TRADED FD T | Reduce 21% $(10.6K) | 0.00% | $40.0K | +146.58% | +17.57% | +88.15% | |
| HON - HONEYWELL INTL INC | 0.00% | $35.0K | +56.60% | +12.42% | +46.51% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $30.0K | +86.71% | +12.98% | +17.31% | ||
| NSC - NORFOLK SOUTHERN CORP | 0.00% | $29.0K | +69.73% | +16.59% | +40.13% | ||
| FSKR - FS KKR CAP CORP II | New Purchase | 0.00% | $29.0K | +14.74% | |||
| DTE - DTE ENERGY CO | 0.00% | $28.0K | +80.06% | +8.29% | +25.85% | ||
| MKC.V - MCCORMICK & CO INC | 0.00% | $28.0K | -21.68% | +4.41% | -5.62% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 23% $(8.3K) | 0.00% | $27.0K | +105.52% | +13.09% | +33.87% | |
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 20% $(6.9K) | 0.00% | $27.0K | +129.41% | +10.64% | +28.79% | |
| XMVM - INVESCO EXCHANGE TRADED FD T | Reduce 20% $(6.8K) | 0.00% | $27.0K | +137.45% | +11.05% | +55.03% | |
| RWR - SPDR SER TR | Reduce 23% $(7.7K) | 0.00% | $26.0K | +60.86% | +2.96% | +44.85% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 82% $(122.5K) | 0.00% | $26.0K | +22.13% | +1.45% | +6.05% | |
| RWX - SPDR INDEX SHS FDS | Reduce 16% $(4.7K) | 0.00% | $24.0K | +19.70% | +3.07% | +29.59% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.00% | $22.0K | +156.61% | +8.98% | +42.18% | ||
| SPLK - SPLUNK INC | New Purchase | 0.00% | $20.0K | +4.18% | -32.61% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.00% | $19.0K | +1727.63% | +32.04% | +83.87% | |
| AFL - AFLAC INC | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||