Beacon Capital Management, LLC Incresed Positions in Q3 2024

Beacon Capital Management, LLC

  • $580 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
219
+ 29.76%
$237.84 - $263.83 $52.1K - $57.8K
955 $251K
MSFT
Microsoft Corp

Technology
520
+ 5.7%
$395.15 - $467.56 $205K - $243K
9.64K $4.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
380
+ 98.7%
$162.64 - $179.3 $61.8K - $68.1K
765 $137K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.07K
+ 1150.56%
$22.38 - $23.66 $68.8K - $72.7K
3.34K $78K
HNI
Hni Corp

Industrials
50
+ 0.65%
$44.15 - $54.95 $2.21K - $2.75K
7.75K $417K
XLK
Technology Sector Spdr

ETFs
306
+ 10.92%
$197.34 - $237.68 $60.4K - $72.7K
3.11K $701K
BLK
Black Rock Inc.

Financial Services
53
+ 49.53%
$782.27 - $949.51 $41.5K - $50.3K
160 $151K
RTX
Raytheon Technologies Corp

Industrials
120
+ 4.74%
$99.55 - $123.34 $11.9K - $14.8K
2.65K $321K
TMO
Thermo Fisher Scientific Inc.

Healthcare
84
+ 41.38%
$531.86 - $624.21 $44.7K - $52.4K
287 $177K
AEE
Ameren Corp

Utilities
732
+ 1702.33%
$70.45 - $87.46 $51.6K - $64K
775 $67K
CRWD
Crowd Strike Holdings, Inc.

Technology
292
+ 151.3%
$217.89 - $392.15 $63.6K - $115K
485 $136K
PEP
Pepsico Inc

Consumer Defensive
305
+ 14.07%
$161.9 - $179.3 $49.4K - $54.7K
2.47K $420K
ATO
Atmos Energy Corp

Utilities
431
+ 1077.5%
$114.08 - $138.75 $49.2K - $59.8K
471 $65K
WELL
Welltower Inc.

Real Estate
212
+ 15.36%
$104.0 - $129.74 $22K - $27.5K
1.59K $203K
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 1.02%
$101.25 - $127.45 $2.84K - $3.57K
2.78K $337K
ALL
Allstate Corp

Financial Services
127
+ 12.22%
$158.43 - $192.86 $20.1K - $24.5K
1.17K $221K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.21K
+ 1177.67%
$42.87 - $45.76 $52K - $55.5K
1.32K $59K
XOM
Exxon Mobil Corp

Energy
301
+ 3.68%
$109.72 - $119.0 $33K - $35.8K
8.49K $995K
GS
Goldman Sachs Group Inc

Financial Services
43
+ 6.01%
$459.02 - $510.25 $19.7K - $21.9K
759 $375K
PFE
Pfizer Inc

Healthcare
1.4K
+ 13.01%
$27.7 - $31.39 $38.8K - $44K
12.2K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 6.27%
$245.82 - $304.51 $11.6K - $14.3K
797 $242K
ITW
Illinois Tool Works Inc

Industrials
179
+ 170.48%
$233.14 - $263.97 $41.7K - $47.3K
284 $74K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
420
+ 333.33%
$101.72 - $112.94 $42.7K - $47.4K
546 $61K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
194
+ 7.78%
$105.53 - $118.34 $20.5K - $23K
2.69K $314K
CMCSA
Comcast Corp

Communication Services
1.01K
+ 65.67%
$37.33 - $41.78 $37.6K - $42K
2.54K $106K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
145
+ 8.56%
$125.95 - $142.04 $18.3K - $20.6K
1.84K $261K
TSCO
Tractor Supply CO

Consumer Cyclical
81
+ 7.69%
$251.95 - $290.93 $20.4K - $23.6K
1.14K $330K
IVE
Ishares S&P 500 Value ETF

ETFs
179
+ 24.62%
$181.06 - $197.17 $32.4K - $35.3K
906 $178K
CRM
Salesforce, Inc.

Technology
85
+ 6.26%
$238.42 - $276.53 $20.3K - $23.5K
1.44K $394K
PAYX
Paychex Inc

Industrials
308
+ 106.21%
$116.17 - $135.19 $35.8K - $41.6K
598 $80K
ZTS
Zoetis Inc.

Healthcare
216
+ 157.66%
$172.58 - $196.48 $37.3K - $42.4K
353 $68K
SO
Southern CO

Utilities
349
+ 34.22%
$77.0 - $90.52 $26.9K - $31.6K
1.37K $123K
ROKU
Roku, Inc

Communication Services
237
+ 13.14%
$51.67 - $77.48 $12.2K - $18.4K
2.04K $152K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
952
+ 842.48%
$44.65 - $47.21 $42.5K - $44.9K
1.07K $49K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
235
+ 8.06%
$83.76 - $91.82 $19.7K - $21.6K
3.15K $287K
AMGN
Amgen Inc

Healthcare
127
+ 53.36%
$309.38 - $337.38 $39.3K - $42.8K
365 $117K
BMY
Bristol Myers Squibb CO

Healthcare
258
+ 9.76%
$39.66 - $51.75 $10.2K - $13.4K
2.9K $150K
EMB
Ishares Tr

ETFs
432
+ 297.93%
$87.75 - $93.74 $37.9K - $40.5K
577 $53K
EFG
Msci Eafe Growth ETF

ETFs
338
+ 49.42%
$96.84 - $108.77 $32.7K - $36.8K
1.02K $110K
VMI
Valmont Industries Inc

Industrials
138
+ 276.0%
$260.22 - $302.59 $35.9K - $41.8K
188 $54K
NEE
Nextera Energy Inc

Utilities
190
+ 11.22%
$69.9 - $84.97 $13.3K - $16.1K
1.88K $159K
ADBE
Adobe Inc.

Technology
90
+ 52.94%
$508.13 - $586.55 $45.7K - $52.8K
260 $134K
PNC
Pnc Financial Services Group, Inc.

Financial Services
199
+ 199.0%
$156.14 - $187.2 $31.1K - $37.3K
299 $55K
SBUX
Starbucks Corp

Consumer Cyclical
300
+ 52.82%
$72.51 - $98.6 $21.8K - $29.6K
868 $84K
CSCO
Cisco Systems, Inc.

Technology
262
+ 6.08%
$44.74 - $53.22 $11.7K - $13.9K
4.57K $243K
ADP
Automatic Data Processing Inc

Industrials
86
+ 22.75%
$233.44 - $279.45 $20.1K - $24K
464 $128K
VNQ
Vanguard Specialized Funds Van

ETFs
292
+ 66.21%
$82.97 - $98.97 $24.2K - $28.9K
733 $71K
GM
General Motors CO

Consumer Cyclical
797
+ 133.5%
$39.95 - $49.9 $31.8K - $39.8K
1.39K $62K
PKG
Packaging Corp Of America

Consumer Cyclical
154
+ 3850.0%
$176.32 - $215.7 $27.2K - $33.2K
158 $34K
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
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