Fund HoldingsBeacon Capital Management, Inc.

Total Portfolio Value
$2.70B
Total Bought
$1.73B
Total Sold
$1.90B
Net Transaction
-$170.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD WORLD FDS
ENERGY ETF
27,7501,761,010+1,733,2603,133223,1908.27%+220,058
VANGUARD WORLD FDS
FINANCIALS ETF
37,9642,409,358+2,371,3943,084193,5207.17%+190,435
VANGUARD WORLD FDS
HEALTH CAR ETF
12,478665,273+652,7953,055156,4065.80%+153,351
VANGUARD WORLD FDS
COMM SRVC ETF
555,5821,919,271+1,363,68959,064201,8887.48%+142,824
VANGUARD INDEX FDS34,7391,902,882+1,868,1432,903143,9725.33%+141,069
VANGUARD WORLD FDS
UTILITIES ETF
20,4581,125,922+1,105,4642,908143,6005.32%+140,692
VANGUARD WORLD FDS
MATERIALS ETF
306,0111,133,264+827,25355,685195,5117.24%+139,826
VANGUARD WORLD FDS
CONSUM STP ETF
277,9691,059,909+781,94054,051193,6147.17%+139,563
VANGUARD WORLD FDS
INDUSTRIAL ETF
283,8631,001,658+717,79558,342195,3037.24%+136,961
VANGUARD WORLD FDS
CONSUM DIS ETF
209,371714,236+504,86559,294192,3947.13%+133,100
VANGUARD WORLD FDS
INF TECH ETF
142,418461,110+318,69262,972191,3157.09%+128,343
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
01,779,148+1,779,148026,5980.99%+26,598
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
0504,794+504,794026,0830.97%+26,083
NORTHERN LTS FD TR II
BEACON TACTICAL
677,7001,003,237+325,53716,82223,7430.88%+6,921
NORTHERN LTS FD TR II
BEACON UNIFIED C
677,700975,994+298,29417,70124,5260.91%+6,824
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
01,073+1,0730500.00%+50
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0413+4130280.00%+28
INVESCO DB COMMDY INDX TRCK(DBC)3,4883,381-10779840.00%+5
EXXON MOBIL CORP199199021230.00%+2
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
1,1261,124-252540.00%+2
AFLAC INC(AFL)150150010120.00%+1
FS KKR CAP CORP(FSK)1,2341,234024240.00%+1
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
486484-239390.00%0
INVENTRUST PPTYS CORP(IVT)1001000220.00%0
BERKSHIRE HATHAWAY INC DEL000000.00%0
AURORA CANNABIS INC2332330000.00%0
GARRETT MOTION INC(GTX)24240000.00%0
XPEL INC(XPEL)000000.00%0
ISHARES TR220000.00%-0
SCHWAB STRATEGIC TR19190110.00%-0
ADVANSIX INC990000.00%-0
SCHWAB STRATEGIC TR20200110.00%-0
SNAP INC(SNAP)23230000.00%-0
RESIDEO TECHNOLOGIES INC(REZI)40400110.00%-0
SCHWAB STRATEGIC TR46460330.00%-0
ISHARES SILVER TR(SLV)2772770660.00%-0
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
699697-232320.00%-0
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
419412-720200.00%-0
COUSINS PPTYS INC(CUZ)1501500330.00%-0
SPDR INDEX SHS FDS
ST DOW INTL ETF
746746018180.00%-1
SPDR SER TR
ST BLOO HIGH ETF
544544050490.00%-1
PHILLIPS EDISON & CO INC(PECO)3,0153,01501031010.00%-2
SPDR SER TR
ST STR TIPS ETF
2,1052,102-354520.00%-2
MCCORMICK & CO INC(MKC)318318028250.00%-2
SPDR SER TR
ST STR DOW REIT
334332-230280.00%-3
DTE ENERGY CO(DTB)260260029260.00%-3
WP CAREY INC(WPC)224224015120.00%-3
PUBLIC SVC ENTERPRISE GRP IN(PEG)607607038350.00%-3
SPDR SER TR
ST INTL BBG ETF
2,7642,761-362590.00%-4
HOME DEPOT INC(HD)45045001401360.01%-4
VANGUARD MALVERN FDS820-8240-4
SPDR SER TR
ST STR AGGRE ETF
4,4824,474-81141090.00%-5
CINTAS CORP(CTAS)30030001491440.01%-5
HONEYWELL INTL INC(HON)240240050440.00%-5
AIR INDS GROUP4,6402,640-2,0001680.00%-9
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
4190-419300-30
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
1,0750-1,075500-50
APPLE INC(AAPL)2,2752,27504413900.01%-52
INVESCO QQQ TR40,83440,834015,08514,6300.54%-455
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
5,0000-5,0005260-526
SPDR S&P 500 ETF TR(SPY)35,55535,555015,76115,1990.56%-562
PROCTER AND GAMBLE CO(PG)9,2370-9,2371,4020-1,402
SPDR SER TR
ST STR BL 12 ETF
199,921121,829-78,09219,88412,1130.45%-7,771
INVESCO EXCHANGE TRADED FD T1,914,6830-1,914,68320,1420-20,142
SPDR SER TR
ST STR BLO 1 ETF
740,077109,035-631,04267,95410,0120.37%-57,942
VANGUARD BD INDEX FDS1,391,46712,102-1,379,365104,2498120.03%-103,437
VANGUARD BD INDEX FDS1,394,88613,594-1,381,292104,9379830.04%-103,954
VANGUARD BD INDEX FDS28,043,7746,808,579-21,235,1952,119,268511,80118.96%-1,607,467
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