Beacon Capital Management, LLC Purchases in Q4 2024

Beacon Capital Management, LLC

  • $625 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HL
Hecla Mining CO

Basic Materials
2
+ 0.22%
$4.86 - $7.53 $9.72 - $15.1
930 $4K
OHI
Omega Healthcare Investors Inc

Real Estate
22
+ 1.69%
$37.51 - $42.56 $825 - $936
1.33K $50K
UL
Unilever PLC

Consumer Defensive
1
+ 0.36%
$56.7 - $64.64 $56.7 - $64.6
276 $15K
DWM
Wisdomtree Tr

ETFs
3
+ 0.78%
$52.54 - $57.11 $158 - $171
387 $20K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3
+ 0.45%
$89.9 - $100.66 $270 - $302
673 $60K
AVEM
American Centy ETF Tr Avantis

ETFs
7
+ 2.03%
$58.59 - $66.14 $410 - $463
351 $20K
IYK
Ishares U.S. Consumer Staples

ETFs
4
+ 0.87%
$65.32 - $70.92 $261 - $284
464 $30K
JPIN
Jp Morgan Diversified Return I

ETFs
4
+ 1.49%
$53.56 - $59.9 $214 - $240
272 $14K
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 1.39%
$208.94 - $264.22 $209 - $264
73 $15K
RSP
Invesco S&P 500 Equal Weight E

ETFs
83
+ 2.0%
$174.22 - $187.62 $14.5K - $15.6K
4.22K $739K
PSX
Phillips 66

Energy
100
+ 13.68%
$110.35 - $138.93 $11K - $13.9K
831 $94K
FVD
First Tr Value Line Divid Inde

ETFs
7
+ 0.61%
$43.4 - $46.7 $304 - $327
1.16K $50K
LGOV
First Tr ETF Iv Long Duration

ETFs
8
+ 0.5%
$20.75 - $22.49 $166 - $180
1.61K $33K
KHC
Kraft Heinz CO

Consumer Defensive
8
+ 1.13%
$30.1 - $36.02 $241 - $288
715 $21K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.31%
$79.93 - $88.06 $79.9 - $88.1
322 $25K
DVN
Devon Energy Corp

Energy
3
+ 0.62%
$30.52 - $42.96 $91.6 - $129
485 $15K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
39
+ 0.62%
$12.43 - $13.36 $485 - $521
6.38K $79K
GOLD
Barrick Gold Corp

Basic Materials
3
+ 0.41%
$15.23 - $21.19 $45.7 - $63.6
737 $11K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.43%
$148.29 - $166.93 $148 - $167
233 $34K
D
Dominion Energy, Inc

Utilities
12
+ 1.16%
$52.63 - $60.92 $632 - $731
1.05K $56K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.46%
$130.36 - $139.54 $391 - $419
653 $87K
IYM
Ishares Tr

ETFs
1
+ 0.71%
$129.15 - $153.25 $129 - $153
141 $18K
XLI
Industrial Sector Spdr

ETFs
2
+ 0.18%
$131.76 - $143.99 $264 - $288
1.14K $149K
NEE
Nextera Energy Inc

Utilities
284
+ 15.08%
$69.77 - $85.43 $19.8K - $24.3K
2.17K $155K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.37%
$230.6 - $277.0 $231 - $277
272 $63K
HPQ
Hp Inc

Technology
8
+ 0.71%
$32.46 - $39.3 $260 - $314
1.13K $36K
ED
Consolidated Edison Inc

Utilities
3
+ 0.9%
$88.87 - $107.38 $267 - $322
338 $30K
SCL
Stepan CO

Basic Materials
2
+ 0.5%
$64.61 - $81.08 $129 - $162
402 $26K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3
+ 0.48%
$106.56 - $113.11 $320 - $339
624 $66K
PBA
Pembina Pipeline Corp

Energy
14
+ 1.3%
$35.89 - $43.35 $502 - $607
1.09K $40K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
72
+ 1.28%
$12.12 - $13.1 $873 - $943
5.72K $69K
FDL
First Tr Morningstar Dividend

ETFs
39
+ 1.21%
$39.59 - $43.95 $1.54K - $1.71K
3.25K $130K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
112
+ 6.09%
$131.66 - $144.0 $14.7K - $16.1K
1.95K $257K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.15%
$113.92 - $127.38 $456 - $510
2.69K $310K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
78
+ 1.19%
$10.7 - $11.74 $835 - $916
6.64K $71K
MMM
3 M CO

Industrials
2
+ 0.28%
$124.74 - $137.12 $249 - $274
711 $91K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.98K
+ 101.09%
$25.74 - $53.78 $76.6K - $160K
5.92K $152K
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 1.77%
$87.85 - $98.6 $1.14K - $1.28K
746 $66K
SBLK
Star Bulk Carriers Corp.

Industrials
24
+ 3.33%
$14.7 - $23.59 $353 - $566
744 $11K
AEP
American Electric Power CO Inc

Utilities
36
+ 4.25%
$90.91 - $102.21 $3.27K - $3.68K
884 $81K
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 1.43%
$75.1 - $82.99 $901 - $996
850 $64K
INTC
Intel Corp

Technology
262
+ 7.0%
$19.07 - $26.23 $5K - $6.87K
4.01K $80K
F
Ford Motor CO

Consumer Cyclical
42
+ 0.34%
$9.69 - $11.4 $407 - $479
12.4K $122K
CION
Cion Investment Corp

Financial Services
654
+ 2.06%
$11.25 - $12.08 $7.36K - $7.9K
32.5K $369K
PANW
Palo Alto Networks Inc

Technology
132
+ 64.39%
$181.96 - $405.9 $24K - $53.6K
337 $61K
CCI
Crown Castle International Corp

Real Estate
3
+ 0.92%
$89.78 - $119.11 $269 - $357
328 $29K
ORCL
Oracle Corp

Technology
3
+ 0.12%
$165.41 - $192.43 $496 - $577
2.6K $433K
SMG
Scotts Miracle Gro CO

Basic Materials
4
+ 0.88%
$65.14 - $93.47 $261 - $374
461 $30K
O
Realty Income Corp

Real Estate
27
+ 2.11%
$51.76 - $64.71 $1.4K - $1.75K
1.31K $69K
Activity Summary
Buys All Purchases 322 New Holdings 39 Increased Positions 283 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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