Beacon Capital Management, LLC Portfolio Holdings

Beacon Capital Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $580 Million distributed in 1194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $150M, Vanguard Total Stock Market Et with a value of $69M, Invesco Qqq Trust, Series 1 with a value of $42.7M, Vanguard Mega Cap Growth ETF with a value of $42.1M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $35.6M.

Examining the 13F form we can see an increase of $40.3M in the current position value, from $540M to 580M. Also it can be appreciated an additional of 182 stocks purchases and 1 closed positions.

Below you can find more details about Beacon Capital Management, LLC portfolio as well as his latest detailed transactions.