Fund HoldingsBeacon Capital Management, LLC

Total Portfolio Value
$487.92M
Total Bought
$123.27M
Total Sold
$16.16M
Net Transaction
+$107.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0267,565+267,5650139,95528.68%+139,955
VANGUARD INDEX FDS0233,042+233,042060,56712.41%+60,567
VANGUARD WORLD FD64,709103,083+38,37414,68229,5456.06%+14,862
INVESCO QQQ TR50,52470,932+20,40818,10131,4956.45%+13,393
VANGUARD INDEX FDS51,05769,990+18,93313,90324,0914.94%+10,187
SPDR DOW JONES INDL AVERAGE(DIA)083,405+83,405033,1756.80%+33,175
VANGUARD ADMIRAL FDS INC0161,373+161,373029,1235.97%+29,123
VANGUARD WORLD FD
INF TECH ETF
12,63618,044+5,4085,2439,4611.94%+4,218
NVIDIA CORPORATION(NVDA)5,9196,246+3272,5755,6441.16%+3,069
VANGUARD INDEX FDS089,833+89,833021,5384.41%+21,538
AMAZON COM INC(AMZN)035,177+35,17706,3451.30%+6,345
MICROSOFT CORP(MSFT)08,984+8,98403,7800.77%+3,780
ELI LILLY & CO(LLY)1,1211,838+7176021,4300.29%+828
VANGUARD INDEX FDS10,56910,126-4434,1514,8671.00%+717
HCA HEALTHCARE INC(HCA)04,768+4,76801,5900.33%+1,590
META PLATFORMS INC(META)02,053+2,05309970.20%+997
AFLAC INC(AFL)04,281+4,28103680.08%+368
WALMART INC(WMT)7,02124,503+17,4821,1231,4740.30%+352
ISHARES TR03,795+3,79501,9950.41%+1,995
ADVANCED MICRO DEVICES INC(AMD)03,961+3,96107150.15%+715
COSTCO WHSL CORP NEW(COST)1,5761,633+578901,1960.25%+306
SPDR GOLD TR(GLD)1,6822,812+1,1302885780.12%+290
HOME DEPOT INC(HD)01,468+1,46805630.12%+563
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,545+2,54505300.11%+530
APPLE INC(AAPL)046,350+46,35007,9481.63%+7,948
ALPHABET INC(GOOG)11,01011,215+2051,4411,6930.35%+252
PROCTER AND GAMBLE CO(PG)011,371+11,37101,8450.38%+1,845
INTERNATIONAL BUSINESS MACHS(IBM)1,7032,411+7082394600.09%+222
ISHARES TR036,120+36,12003,0500.63%+3,050
MERCK & CO INC(MRK)05,823+5,82307680.16%+768
JPMORGAN CHASE & CO(JPM)02,536+2,53605080.10%+508
EXXON MOBIL CORP6,0167,841+1,8257079110.19%+204
BROADCOM INC(AVGO)0319+31904230.09%+423
LOWES COS INC(LOW)1,4491,948+4993014960.10%+195
JOHNSON & JOHNSON(JNJ)06,332+6,33201,0020.21%+1,002
VANGUARD BD INDEX FDS2112,697+2,486151960.04%+181
APPLIED INDL TECHNOLOGIES IN(AIT)0900+90001780.04%+178
MARATHON PETE CORP(MPC)3,5523,523-295387100.15%+172
CONOCOPHILLIPS(COP)02,061+2,06102620.05%+262
NETFLIX INC(NFLX)0657+65703990.08%+399
CATERPILLAR INC(CAT)1,2691,369+1003475010.10%+155
DIREXION SHS ETF TR
DAI SEM BUL ETF
05,340+5,34002480.05%+248
RTX CORPORATION(RTX)03,318+3,31803240.07%+324
ABBVIE INC(ABBV)01,607+1,60702930.06%+293
ISHARES TR01,973+1,97306650.14%+665
PROSHARES TR
S&P 500 DV ARIST
01,759+1,75901780.04%+178
TRANE TECHNOLOGIES PLC(TT)1,3001,308+82643930.08%+129
ALTRIA GROUP INC(MO)08,345+8,34503640.07%+364
PINNACLE FINL PARTNERS INC01,720+1,72001480.03%+148
ALPHABET INC(GOOG)6,1816,175-68159400.19%+125
FIRST TR MORNINGSTAR DIVID L03,211+3,21101240.03%+124
VISA INC(V)01,296+1,29603620.07%+362
SALESFORCE INC(CRM)0939+93902830.06%+283
NOVO-NORDISK A S(NVO)2,0562,374+3181873050.06%+118
VULCAN MATLS CO(VMC)01,817+1,81704960.10%+496
ISHARES GOLD TR(IAU)03,160+3,16001330.03%+133
BERKSHIRE HATHAWAY INC DEL2,2512,144-1077899020.18%+113
CARNIVAL CORP06,859+6,85901120.02%+112
ISHARES TR0661+66101230.03%+123
VANGUARD BD INDEX FDS01,481+1,48101120.02%+112
ISHARES TR1,3402,411+1,0711262360.05%+110
ISHARES TR01,536+1,53601090.02%+109
DISNEY WALT CO(DIS)02,100+2,10002570.05%+257
SHERWIN WILLIAMS CO(SHW)01,709+1,70905940.12%+594
ARCHER DANIELS MIDLAND CO01,627+1,62701020.02%+102
ISHARES TR01,404+1,40401020.02%+102
VANGUARD WHITEHALL FDS02,041+2,04102470.05%+247
ROYAL CARIBBEAN GROUP
COM
1,3411,603+2621242230.05%+99
DUPONT DE NEMOURS INC(DD)01,593+1,59301220.03%+122
ALLSTATE CORP(ALL)0960+96001660.03%+166
ISHARES TR01,667+1,66701820.04%+182
PHILIP MORRIS INTL INC(PM)02,719+2,71902490.05%+249
SHOPIFY INC(SHOP)2,4312,937+5061332270.05%+94
PROLOGIS INC.(PLD)0872+87201140.02%+114
YUM BRANDS INC(YUM)0650+6500900.02%+90
DOLLAR GEN CORP NEW(DG)01,731+1,73102700.06%+270
CHEVRON CORP NEW(CVX)4,0404,879+8396817700.16%+88
HNI CORP(HNI)7,5237,640+1172613450.07%+84
LOCKHEED MARTIN CORP(LMT)0385+38501750.04%+175
DOW INC(DOW)01,795+1,79501040.02%+104
CUMMINS INC(CMI)01,234+1,23403630.07%+363
APPLIED MATLS INC0583+58301200.02%+120
SPDR SER TR
ST STR P500GRW
01,114+1,1140810.02%+81
TRACTOR SUPPLY CO(TSCO)9991,072+732032810.06%+78
SELECT SECTOR SPDR TR
ST STR CARE ETF
8141,235+4211051820.04%+78
SPDR SER TR
ST STR P500VAL
01,551+1,5510780.02%+78
GRIFFON CORP(GFF)02,268+2,26801660.03%+166
LINDE PLC(LIN)0429+42901990.04%+199
ABBOTT LABS01,747+1,74701990.04%+199
AUTOMATIC DATA PROCESSING IN0378+3780940.02%+94
SPDR SER TR
ST STR PR SP1500
04,651+4,65102980.06%+298
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,208+4,20807130.15%+713
UNITED PARCEL SERVICE INC(UPS)01,652+1,65202460.05%+246
SELECT SECTOR SPDR TR
ST STR FINL ETF
02,670+2,67001120.02%+112
ENTERPRISE PRODS PARTNERS L(EPD)02,654+2,6540770.02%+77
GOLDMAN SACHS GROUP INC(GS)0710+71002970.06%+297
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,1701,476+3061191860.04%+67
ISHARES TR0684+6840710.01%+71
ISHARES TR0797+7970750.02%+75
VERIZON COMMUNICATIONS INC(VZ)05,879+5,87902470.05%+247
Page 1 of 1