Beacon Capital Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $625 Million distributed in 1072 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 $162M, Vanguard Total Stock Market Et with a value of $70.1M, Invesco Qqq Trust, Series 1 with a value of $52.1M, Vanguard Mega Cap Growth ETF with a value of $49.8M, and Vanguard Growth ETF with a value of $36.3M.
Examining the 13F form we can see an increase of $44.3M in the current position value, from $580M to 625M.
Below you can find more details about Beacon Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$625 Million
ETFs: $525 Million
Technology: $33.2 Million
Consumer Cyclical: $16.2 Million
Financial Services: $13.3 Million
Consumer Defensive: $7.71 Million
Healthcare: $7.08 Million
Communication Services: $6.96 Million
Industrials: $6.87 Million
Other: $8.54 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
