Beacon Capital Management, LLC Purchases in Q1 2025

Beacon Capital Management, LLC

  • $609 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
350K
+ 94.35%
$27.81 - $30.21 $9.73M - $10.6M
721K $21.3M
SVOL
Simplify ETF Simplify Volatili

ETFs
459K
+ 110.58%
$17.92 - $21.7 $8.22M - $9.95M
873K $15.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
24K
+ 23.51%
$468.34 - $539.52 $11.2M - $12.9M
126K $59M
MGK
Vanguard Mega Cap Growth ETF

ETFs
32.8K
+ 22.63%
$307.43 - $357.48 $10.1M - $11.7M
178K $54.9M
VUG
Vanguard Growth ETF

ETFs
12.3K
+ 13.9%
$369.1 - $427.61 $4.54M - $5.26M
101K $37.4M
ACN
Accenture PLC

Technology
2.26K
+ 472.38%
$300.91 - $398.25 $679K - $899K
2.74K $853K
MSTR
Microstrategy Inc

Technology
1.62K
+ 45.94%
$239.27 - $396.5 $387K - $641K
5.14K $1.48M
VGT
Vanguard Information Technolog

ETFs
4.26K
+ 17.63%
$542.38 - $646.34 $2.31M - $2.76M
28.5K $15.4M
XLE
Energy Sector Spdr

ETFs
2.59K
+ 258.33%
$85.7 - $93.96 $222K - $243K
3.59K $335K
XLF
Financial Sector Spdr

ETFs
4.37K
+ 183.34%
$47.32 - $52.19 $207K - $228K
6.75K $336K
GLD
Spdr Gold Trust

ETFs
370
+ 47.19%
$243.19 - $288.14 $90K - $107K
1.15K $332K
SPYG
Spdr Portfolio

ETFs
1.86K
+ 167.32%
$80.05 - $92.39 $149K - $172K
2.98K $239K
XOM
Exxon Mobil Corp

Energy
269
+ 3.13%
$105.44 - $118.93 $28.4K - $32K
8.85K $1.05M
CVX
Chevron Corp

Energy
54
+ 1.01%
$146.71 - $167.97 $7.92K - $9.07K
5.41K $904K
IEFA
Ishares Tr

ETFs
1.37K
+ 37.51%
$69.57 - $78.65 $95.4K - $108K
5.03K $380K
PM
Philip Morris International Inc.

Consumer Defensive
94
+ 3.34%
$117.15 - $158.79 $11K - $14.9K
2.91K $461K
PNC
Pnc Financial Services Group, Inc.

Financial Services
689
+ 689.0%
$168.84 - $202.89 $116K - $140K
789 $138K
PG
Procter & Gamble CO

Consumer Defensive
471
+ 4.1%
$158.56 - $176.26 $74.7K - $83K
12K $2.04M
IXG
Ishares Global Fin'L ETF

ETFs
1.08K
New
$94.45 - $105.01 $102K - $113K
1.08K $110K
T
At&T Inc.

Communication Services
792
+ 5.13%
$21.56 - $28.28 $17.1K - $22.4K
16.2K $459K
VNLA
Janus Henderson Short Duration

ETFs
2.12K
New
$48.89 - $49.21 $104K - $104K
2.12K $104K
IWY
Ishares Tr Russell 200 Growth

ETFs
400
+ 800.0%
$210.19 - $243.33 $84.1K - $97.3K
450 $94K
IBM
International Business Machines Corp

Technology
15
+ 0.6%
$217.4 - $264.74 $3.26K - $3.97K
2.5K $621K
ABBV
Abb Vie Inc.

Healthcare
39
+ 1.86%
$169.2 - $216.66 $6.6K - $8.45K
2.14K $447K
VDE
Vanguard Energy ETF

ETFs
519
+ 57.16%
$119.14 - $132.76 $61.8K - $68.9K
1.43K $185K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.16K
+ 171.66%
$64.88 - $72.1 $75.1K - $83.4K
1.83K $120K
V
Visa Inc.

Financial Services
58
+ 3.89%
$306.92 - $362.71 $17.8K - $21K
1.55K $542K
IWX
Ishares Tr Russell 200 Value E

ETFs
848
New
$78.54 - $84.86 $66.6K - $72K
848 $69K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.41K
+ 58.38%
$44.72 - $46.25 $62.9K - $65.1K
3.82K $175K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.39K
+ 129.0%
$44.41 - $45.98 $61.6K - $63.8K
2.46K $112K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
834
New
$73.11 - $77.43 $61K - $64.6K
834 $63K
DGRO
Ishares Core Dividend Growth E

ETFs
1K
+ 209.85%
$60.46 - $64.42 $60.5K - $64.5K
1.48K $91K
DUK
Duke Energy Corp

Utilities
76
+ 2.04%
$105.87 - $121.97 $8.05K - $9.27K
3.8K $463K
CRWD
Crowd Strike Holdings, Inc.

Technology
156
+ 32.16%
$308.86 - $455.36 $48.2K - $71K
641 $226K
VOE
Vanguard Mid Cap Value Index F

ETFs
367
+ 53.89%
$156.61 - $168.02 $57.5K - $61.7K
1.05K $168K
MA
Mastercard Inc

Financial Services
83
+ 20.05%
$504.67 - $576.31 $41.9K - $47.8K
497 $272K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
856
+ 194.1%
$58.01 - $64.46 $49.7K - $55.2K
1.3K $80K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
681
New
$69.87 - $75.62 $47.6K - $51.5K
681 $49K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
896
+ 7466.67%
$49.78 - $53.19 $44.6K - $47.7K
908 $46K
MGV
Vanguard Mega Cap Value

ETFs
343
+ 339.6%
$123.61 - $133.01 $42.4K - $45.6K
444 $57K
MO
Altria Group, Inc.

Consumer Defensive
81
+ 1.63%
$50.81 - $60.02 $4.12K - $4.86K
5.04K $302K
VEU
Vanguard Ftse All World Ex Us

ETFs
685
New
$56.51 - $62.98 $38.7K - $43.1K
685 $41K
ABT
Abbott Laboratories

Healthcare
8
+ 0.4%
$111.1 - $140.22 $889 - $1.12K
2.03K $269K
PLTR
Palantir Technologies Inc.

Technology
322
+ 21.18%
$64.98 - $124.62 $20.9K - $40.1K
1.84K $155K
XLV
Select Sector Spdr Fund Health

ETFs
212
+ 19.19%
$137.61 - $149.68 $29.2K - $31.7K
1.32K $192K
KO
Coca Cola CO

Consumer Defensive
114
+ 3.35%
$60.81 - $72.32 $6.93K - $8.24K
3.52K $252K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
433
+ 4.96%
$96.18 - $109.82 $41.6K - $47.6K
9.16K $937K
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 5.96%
$279.74 - $321.29 $14.3K - $16.4K
906 $283K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
715
+ 4.47%
$18.36 - $20.51 $13.1K - $14.7K
16.7K $330K
Activity Summary
Buys All Purchases 554 New Holdings 132 Increased Positions 422 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email