Beacon Capital Management, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $540 Million distributed in 1053 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 $153M, Vanguard Total Stock Market Et with a value of $65.4M, Invesco Qqq Trust, Series 1 with a value of $40.3M, Vanguard Mega Cap Growth ETF with a value of $38.7M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $33.7M.
Examining the 13F form we can see an increase of $54.2M in the current position value, from $486M to 540M.
Below you can find more details about Beacon Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$540 Million
ETFs: $458 Million
Technology: $27.7 Million
Consumer Cyclical: $12.6 Million
Healthcare: $7.25 Million
Consumer Defensive: $7.09 Million
Financial Services: $6.77 Million
Communication Services: $6.31 Million
Industrials: $6.18 Million
Other: $8.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions