Fund HoldingsBeacon Capital Management, Inc.

Total Portfolio Value
$2.39B
Total Bought
$1.48B
Total Sold
$1.58B
Net Transaction
-$95.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD WORLD FD
UTILITIES ETF
40,7311,169,917+1,129,1865,583165,8716.95%+160,288
VANGUARD WORLD FD
HEALTH CAR ETF
23,260605,763+582,5035,831162,4546.80%+156,622
VANGUARD WORLD FD
CONSUM STP ETF
30,019794,206+764,1875,732160,7716.73%+155,039
VANGUARD WORLD FD
ENERGY ETF
410,8041,324,346+913,54248,179175,5697.35%+127,389
VANGUARD WORLD FD
MATERIALS ETF
262,834844,957+582,12349,923172,1857.21%+122,263
VANGUARD WORLD FD
INDUSTRIAL ETF
229,701713,788+484,08750,633172,7877.24%+122,154
VANGUARD WORLD FD
FINANCIALS ETF
545,9131,671,708+1,125,79550,366169,7297.11%+119,363
VANGUARD WORLD FD
COMM SRVC ETF
449,0261,300,339+851,31352,861171,4507.18%+118,588
VANGUARD WORLD FD
CONSUM DIS ETF
154,104517,407+363,30346,932163,3566.84%+116,423
VANGUARD WORLD FD
INF TECH ETF
109,773317,241+207,46853,130166,6856.98%+113,555
VANGUARD INDEX FDS573,6341,857,598+1,283,96450,686157,9526.62%+107,265
INVESCO QQQ TR40,837121,754+80,91716,72454,1742.27%+37,451
SPDR S&P 500 ETF TR(SPY)35,68276,169+40,48716,96039,7721.67%+22,812
NORTHERN LTS FD TR II
BEACON UNIFIED C
975,994975,994025,30726,8541.12%+1,548
NORTHERN LTS FD TR II
BEACON TACTICAL
1,003,2371,003,237023,17024,6501.03%+1,480
ISHARES TR11,15656,876+45,7203,0923,4340.14%+342
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
347,861330,553-17,30821,63721,6710.91%+34
CINTAS CORP(CTAS)30030001812040.01%+23
XPEL INC(XPEL)00000-0
BERKSHIRE HATHAWAY INC DEL00000-0
ISHARES TR20-200-0
AURORA CANNABIS INC2330-23300-0
GARRETT MOTION INC(GTX)240-2400-0
NET LEASE OFFICE PROPERTIES140-1400-0
ADVANSIX INC90-900-0
SNAP INC(SNAP)230-2300-0
SCHWAB STRATEGIC TR190-1910-1
RESIDEO TECHNOLOGIES INC(REZI)400-4010-1
SCHWAB STRATEGIC TR200-2010-1
INVENTRUST PPTYS CORP(IVT)1000-10030-3
COUSINS PPTYS INC(CUZ)1500-15040-4
SCHWAB STRATEGIC TR460-4640-4
ISHARES SILVER TR(SLV)2770-27760-6
AFLAC INC(AFL)1500-150120-12
WP CAREY INC(WPC)2240-224150-15
AMAZON COM INC(AMZN)1250-125190-19
EXXON MOBIL CORP1990-199200-20
SPDR INDEX SHS FDS
ST DOW INTL ETF
7440-744200-20
MCCORMICK & CO INC(MKC)3180-318220-22
ADVANCED MICRO DEVICES INC(AMD)1470-147220-22
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
4090-409230-23
FS KKR CAP CORP(FSK)1,2340-1,234250-25
DTE ENERGY CO(DTB)2600-260290-29
SPDR SER TR
ST STR DOW REIT
3320-332320-32
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
4120-412320-32
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
6960-696350-35
PUBLIC SVC ENTERPRISE GRP IN(PEG)6070-607370-37
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
4230-423380-38
NVIDIA CORPORATION(NVDA)1000-100500-50
HONEYWELL INTL INC(HON)2400-240500-50
SPDR SER TR
ST BLOO HIGH ETF
5430-543510-51
APPLE INC(AAPL)2,3392,33904503980.02%-53
SPDR SER TR
ST STR TIPS ETF
2,0990-2,099540-54
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
1,0680-1,068540-54
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
1,1160-1,116600-60
SPDR SER TR
ST INTL BBG ETF
2,7580-2,758640-64
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
5,0380-5,038670-67
INVESCO DB COMMDY INDX TRCK(DBC)3,8850-3,885860-86
PHILLIPS EDISON & CO INC(PECO)3,0150-3,0151100-110
SPDR SER TR
ST STR AGGRE ETF
4,4690-4,4691150-115
INVESCO QQQ TR(Put)30,0000-30,0001490-148
HOME DEPOT INC(HD)4500-4501560-156
BOEING CO(BA)1,0000-1,0002610-261
SPDR SER TR
ST STR BL 12 ETF
120,962110,577-10,38511,99010,9480.46%-1,042
VANGUARD BD INDEX FDS311,739269,710-42,02924,01020,5820.86%-3,429
VANGUARD MALVERN FDS1,413,005740,524-672,48167,10435,3751.48%-31,729
VANGUARD BD INDEX FDS938,961495,879-443,08271,71837,0121.55%-34,705
VANGUARD WORLD FD851,113458,514-392,59968,96633,7881.42%-35,178
VANGUARD BD INDEX FDS967,857518,181-449,67672,18336,7341.54%-35,449
SPDR SER TR
ST STR BLO 1 ETF
17,891,2032,222,691-15,668,5121,635,077203,1988.51%-1,431,879
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