Beacon Capital Management, LLC Purchases in Q3 2024

Beacon Capital Management, LLC

  • $580 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
110K
+ 10189.72%
$89.91 - $101.33 $9.89M - $11.2M
111K $10.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
7.54K
+ 6.12%
$285.48 - $330.24 $2.15M - $2.49M
131K $42.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
31.2K
+ 118.23%
$100.3 - $100.74 $3.13M - $3.14M
57.5K $5.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.41K
+ 4.05%
$434.77 - $502.96 $1.48M - $1.71M
87.5K $42.7M
VUG
Vanguard Growth ETF

ETFs
3.43K
+ 4.32%
$341.08 - $391.94 $1.17M - $1.34M
82.7K $31.8M
AAPL
Apple Inc.

Technology
3.22K
+ 6.58%
$207.23 - $234.82 $666K - $755K
52.1K $12.1M
VGT
Vanguard Information Technolog

ETFs
1.01K
+ 4.83%
$514.43 - $606.85 $521K - $614K
21.9K $12.9M
HCA
Hca Healthcare, Inc.

Healthcare
9
+ 0.22%
$315.12 - $406.43 $2.84K - $3.66K
4.02K $1.63M
WMT
Walmart Inc.

Consumer Defensive
208
+ 0.84%
$66.91 - $81.4 $13.9K - $16.9K
25K $2.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.04K
+ 130.69%
$96.25 - $101.98 $292K - $310K
5.36K $542K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.3K
+ 201.67%
$36.98 - $41.55 $196K - $220K
7.93K $326K
STE
Steris PLC

Healthcare
912
+ 2224.39%
$213.51 - $247.14 $195K - $225K
953 $231K
META
Meta Platforms, Inc.

Communication Services
27
+ 0.96%
$453.41 - $572.44 $12.2K - $15.5K
2.84K $1.62M
IEFA
Ishares Tr

ETFs
2.24K
+ 113.32%
$70.09 - $78.74 $157K - $176K
4.21K $328K
AVGO
Broadcom Inc.

Technology
3.9K
+ 1130.72%
$136.27 - $1745.86 $532K - $6.81M
4.25K $732K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.63K
New
$44.83 - $47.42 $163K - $172K
3.63K $171K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.25K
+ 96.01%
$113.41 - $125.62 $142K - $157K
2.55K $320K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 2.44%
$405.19 - $478.57 $25.1K - $29.7K
2.6K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 9.4%
$333.64 - $405.2 $49K - $59.6K
1.71K $693K
ABBV
Abb Vie Inc.

Healthcare
514
+ 30.43%
$163.84 - $199.33 $84.2K - $102K
2.2K $435K
LOW
Lowes Companies Inc

Consumer Cyclical
187
+ 10.08%
$213.3 - $270.78 $39.9K - $50.6K
2.04K $553K
JPM
Jpmorgan Chase & CO

Financial Services
544
+ 22.86%
$194.9 - $224.8 $106K - $122K
2.92K $616K
JNJ
Johnson & Johnson

Healthcare
189
+ 3.11%
$145.48 - $167.38 $27.5K - $31.6K
6.26K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
190
+ 1.67%
$160.76 - $177.82 $30.5K - $33.8K
11.6K $2M
AFL
Aflac Inc

Financial Services
258
+ 6.03%
$88.52 - $111.8 $22.8K - $28.8K
4.54K $507K
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 5.54%
$161.02 - $200.0 $326K - $405K
38.5K $7.18M
KR
Kroger CO

Consumer Defensive
2K
+ 166.11%
$50.43 - $57.3 $101K - $115K
3.2K $183K
UNH
Unitedhealth Group Inc

Healthcare
175
+ 63.18%
$488.01 - $604.18 $85.4K - $106K
452 $264K
ORCL
Oracle Corp

Technology
324
+ 14.25%
$125.9 - $170.35 $40.8K - $55.2K
2.6K $442K
IWM
Ishares Russell 2000 ETF

ETFs
459
+ 52.7%
$200.87 - $224.6 $92.2K - $103K
1.33K $293K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.81K
+ 209.13%
$57.32 - $62.65 $104K - $113K
2.67K $166K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.11K
+ 171.36%
$79.92 - $88.19 $88.5K - $97.6K
1.75K $154K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 2.89%
$801.83 - $917.05 $37.7K - $43.1K
1.68K $1.48M
T
At&T Inc.

Communication Services
2.2K
+ 12.74%
$18.21 - $22.28 $40K - $49K
19.5K $428K
CAT
Caterpillar Inc

Industrials
51
+ 3.77%
$316.8 - $391.12 $16.2K - $19.9K
1.4K $548K
NFLX
Netflix Inc

Communication Services
97
+ 14.63%
$598.55 - $722.26 $58.1K - $70.1K
760 $539K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.8K
+ 301.68%
$41.9 - $48.26 $75.3K - $86.8K
2.39K $114K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.17K
+ 53.22%
$36.06 - $37.66 $78.3K - $81.8K
6.25K $235K
DUK
Duke Energy Corp

Utilities
270
+ 7.22%
$99.35 - $117.71 $26.8K - $31.8K
4.01K $462K
MA
Mastercard Inc

Financial Services
139
+ 41.87%
$429.6 - $500.99 $59.7K - $69.6K
471 $232K
MBB
Ishares Tr

ETFs
884
+ 4911.11%
$90.85 - $96.66 $80.3K - $85.4K
902 $86K
VB
Vanguard Small Cap ETF

ETFs
260
+ 20.9%
$214.77 - $237.72 $55.8K - $61.8K
1.5K $356K
SHOP
Shopify Inc.

Technology
504
+ 16.14%
$52.26 - $80.75 $26.3K - $40.7K
3.63K $290K
V
Visa Inc.

Financial Services
241
+ 17.39%
$253.74 - $291.56 $61.2K - $70.3K
1.63K $447K
LMT
Lockheed Martin Corp

Industrials
75
+ 22.87%
$460.3 - $584.56 $34.5K - $43.8K
403 $235K
TT
Trane Technologies PLC

Industrials
3
+ 0.22%
$314.21 - $388.71 $943 - $1.17K
1.35K $524K
ABT
Abbott Laboratories

Healthcare
538
+ 30.74%
$100.07 - $118.13 $53.8K - $63.6K
2.29K $260K
ACN
Accenture PLC

Technology
163
+ 41.58%
$295.44 - $355.81 $48.2K - $58K
555 $196K
NOW
Service Now, Inc.

Technology
66
+ 40.99%
$730.87 - $937.36 $48.2K - $61.9K
227 $203K
Activity Summary
Buys All Purchases 554 New Holdings 182 Increased Positions 372 Sells All Sells 119 Reductions 118 Sold out 1 Options Calls 0 Puts 0
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