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Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2020-10-07 (Q3 2020) | Holdings: 100 | Value: $2.1B | 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 |
| VCR - VANGUARD WORLD FDS | Reduce 3% $(5.8M) | 7.95% | $166.0M | +67.38% | +17.57% | +29.04% | |
| VGT - VANGUARD WORLD FDS | Reduce 2% $(4.2M) | 7.89% | $164.8M | +151.10% | +12.14% | +28.71% | |
| BIV - VANGUARD BD INDEX FDS | Add 40% ($46.5M) | 7.75% | $162.0M | +0.00% | -0.05% | -1.66% | |
| BLV - VANGUARD BD INDEX FDS | Add 36% ($40.8M) | 7.39% | $154.5M | -18.23% | -0.87% | -3.66% | |
| VOX - VANGUARD WORLD FDS | 7.39% | $154.4M | +90.83% | +17.87% | +39.51% | ||
| VAW - VANGUARD WORLD FDS | Reduce 1% $(1.4M) | 7.21% | $150.5M | +57.85% | +19.11% | +28.46% | |
| VIS - VANGUARD WORLD FDS | Add 42% ($44.2M) | 7.16% | $149.5M | +112.08% | +15.38% | +29.56% | |
| VHT - VANGUARD WORLD FDS | Add 1% ($866.6K) | 7.03% | $146.8M | +39.88% | +11.38% | +19.26% | |
| VDC - VANGUARD WORLD FDS | Add 43% ($41.4M) | 6.62% | $138.3M | +46.70% | +4.99% | +12.28% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 62% $(210.1M) | 6.15% | $128.5M | +7.70% | +0.16% | -0.12% | |
| VFH - VANGUARD WORLD FDS | Add 5% ($4.6M) | 4.66% | $97.3M | +134.51% | +25.59% | +60.88% | |
| VNQ - VANGUARD INDEX FDS | Add 5% ($4.6M) | 4.64% | $97.0M | +35.96% | +2.41% | +29.19% | |
| VPU - VANGUARD WORLD FDS | Add 6% ($5.3M) | 4.37% | $91.4M | +70.40% | +1.53% | +7.49% | |
| VTIP - VANGUARD MALVERN FDS | Add 348621% ($91.2M) | 4.37% | $91.3M | +20.31% | +1.39% | +5.65% | |
| EDV - VANGUARD WORLD FD | Reduce 23% $(25.2M) | 4.14% | $86.5M | -46.42% | -6.41% | -12.90% | |
| VDE - VANGUARD WORLD FDS | Add 5% ($4.0M) | 4.04% | $84.4M | +264.24% | +40.16% | +102.77% | |
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 4% $(480.1K) | 0.53% | $11.1M | +66.52% | +23.54% | +46.35% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Add 20019% ($10.9M) | 0.53% | $11.0M | +91.16% | +14.67% | +58.16% | |
| PG - PROCTER AND GAMBLE CO | 0.07% | $1.5M | +23.62% | -0.71% | +3.30% | ||
| VRSK - VERISK ANALYTICS INC | Add 8% ($45.8K) | 0.03% | $616.0K | +31.44% | +9.09% | +13.19% | |
| AAPL - APPLE INC | Add 322% ($309.0K) | 0.02% | $405.0K | +132.42% | +13.79% | +23.72% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 78% $(729.7K) | 0.01% | $209.0K | +111.89% | +11.68% | +29.51% | |
| SPAB - SPDR SER TR | 0.01% | $143.0K | -0.94% | +0.07% | -1.24% | ||
| HD - HOME DEPOT INC | 0.01% | $142.0K | +53.72% | -4.68% | +20.41% | ||
| JNK - SPDR SER TR | Add 29% ($21.5K) | 0.00% | $96.0K | +24.58% | +4.78% | +7.61% | |
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $88.0K | +205.25% | -0.36% | +15.08% | ||
| SPIP - SPDR SER TR | 0.00% | $78.0K | +6.85% | +1.07% | +5.61% | ||
| BWX - SPDR SER TR | 0.00% | $78.0K | -17.15% | +4.98% | -3.08% | ||
| DBV - INVESCO DB G10 CURRENCY HARV | 0.00% | $61.0K | +3.94% | +8.41% | |||
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $55.0K | +10.84% | +37.81% | |||
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(465.43) | 0.00% | $50.0K | +100.53% | +16.39% | +20.24% | |
| XSVM - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(731.08) | 0.00% | $44.0K | +109.61% | +28.00% | +79.35% | |
| PWV - INVESCO EXCHANGE TRADED FD T | 0.00% | $44.0K | +109.56% | +14.11% | +34.36% | ||
| HON - HONEYWELL INTL INC | 0.00% | $40.0K | +38.67% | +22.41% | +28.50% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $33.0K | +72.12% | +1.18% | +8.46% | ||
| MKC.V - MCCORMICK & CO INC | 0.00% | $31.0K | -24.67% | -3.72% | -18.05% | ||
| DTE - DTE ENERGY CO | 0.00% | $30.0K | +65.13% | +0.21% | +16.47% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(438.79) | 0.00% | $29.0K | +81.14% | +18.13% | +28.55% | |
| XMVM - INVESCO EXCHANGE TRADED FD T | 0.00% | $29.0K | +111.59% | +25.32% | +50.47% | ||
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 6% $(1.7K) | 0.00% | $29.0K | +107.49% | +10.98% | +18.82% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.00% | $27.0K | +129.53% | +9.16% | +32.53% | ||
| RWR - SPDR SER TR | 0.00% | $26.0K | +49.23% | +4.63% | +35.99% | ||
| RWX - SPDR INDEX SHS FDS | 0.00% | $24.0K | +13.91% | +13.04% | +19.64% | ||
| HYG - ISHARES TR | New Purchase | 0.00% | $21.0K | +24.72% | +4.27% | +6.72% | |
| NSC - NORFOLK SOUTHN CORP | Reduce 47% $(16.6K) | 0.00% | $19.0K | +41.67% | +16.19% | +22.59% | |
| DIS - DISNEY WALT CO | New Purchase | 0.00% | $19.0K | -8.12% | +44.59% | +43.02% | |
| FSKR - FS KKR CAP CORP II | Reduce 43% $(14.3K) | 0.00% | $19.0K | +12.11% | |||
| TLT - ISHARES TR | New Purchase | 0.00% | $16.0K | -33.66% | -5.11% | -9.98% | |
| SPTL - SPDR SER TR | Reduce 84% $(82.9K) | 0.00% | $16.0K | -30.41% | -4.91% | -9.77% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.00% | $7.0K | +323.07% | +37.42% | +96.87% | |
| SPLK - SPLUNK INC | Reduce 100% | 0.00% | $0.00 | ||||
| GLD - SPDR GOLD TR | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| SPTI - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||