Fund HoldingsBeacon Capital Management, LLC

Total Portfolio Value
$740.47M
Total Bought
$60.39M
Total Sold
$79.47M
Net Transaction
-$19.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
371,017721,066+350,04910,34821,3442.88%+10,996
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
358,754677,368+318,6148,80416,7172.26%+7,914
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
414,645873,164+458,5198,62015,8742.14%+7,254
INVESCO QQQ TR101,943125,906+23,96352,11659,0407.97%+6,924
VANGUARD WORLD FD144,925177,724+32,79949,76954,8957.41%+5,127
SIMPLIFY EXCHANGE TRADED FUN
BOND BULL ETF
087,870+87,87004,7010.63%+4,701
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
301,627472,647+171,0206,94310,3701.40%+3,426
VANGUARD INDEX FDS88,557100,868+12,31136,34737,4045.05%+1,056
ACCENTURE PLC IRELAND
SHS CLASS A
02,736+2,73608540.12%+854
MICROSTRATEGY INC(MSTR)3,5205,137+1,6171,0201,4810.20%+461
VANGUARD WORLD FD
INF TECH ETF
24,18728,451+4,26415,04015,4312.08%+391
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,594+3,59403360.05%+336
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,752+6,75203360.05%+336
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
04,327+4,32701770.02%+177
ARDENT HEALTH PARTNERS INC(ARDT)010,500+10,50001440.02%+144
SPDR GOLD TR(GLD)01,154+1,15403330.04%+333
SPDR SER TR
ST STR P500GRW
02,978+2,97802390.03%+239
BERKSHIRE HATHAWAY INC DEL02,418+2,41801,2880.17%+1,288
EXXON MOBIL CORP08,851+8,85101,0530.14%+1,053
CHEVRON CORP NEW(CVX)05,406+5,40609040.12%+904
FIDELITY WISE ORIGIN BITCOIN(FBTC)2,0694,128+2,0591692970.04%+128
DIREXION SHS ETF TR
DLY NVDA BULL 2X
02,424+2,42401280.02%+128
ISHARES TR
CORE MSCI EAFE
05,026+5,02603800.05%+380
PHILIP MORRIS INTL INC(PM)02,909+2,90904620.06%+462
JOHNSON & JOHNSON(JNJ)06,010+6,01009970.13%+997
PNC FINL SVCS GROUP INC(PNC)0789+78901390.02%+139
PROCTER AND GAMBLE CO(PG)011,953+11,95302,0370.28%+2,037
ISHARES TR01,077+1,07701110.01%+111
AT&T INC(T)016,245+16,24504590.06%+459
JANUS DETROIT STR TR
HENDRSN SHRT ETF
02,118+2,11801040.01%+104
ELI LILLY & CO(LLY)01,901+1,90101,5700.21%+1,570
BROWN FORMAN CORP(BF-A)02,592+2,5920880.01%+88
ISHARES TR0450+4500950.01%+95
HCA HEALTHCARE INC(HCA)03,740+3,74001,2920.17%+1,292
INTERNATIONAL BUSINESS MACHS(IBM)2,4862,501+155466220.08%+75
VANGUARD WORLD FD
ENERGY ETF
01,427+1,42701850.02%+185
ABBVIE INC(ABBV)02,137+2,13704480.06%+448
SPDR SER TR
ST STR P500ETF
01,831+1,83101200.02%+120
VISA INC(V)1,4901,548+584715430.07%+72
SHELL PLC(SHEL)06,831+6,83105010.07%+501
ISHARES TR0848+8480700.01%+70
ISHARES TR
CORE UNIVRSL USD
03,817+3,81701760.02%+176
FIDELITY MERRIMACK STR TR02,464+2,46401120.02%+112
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0834+8340630.01%+63
DUKE ENERGY CORP NEW(DUK)03,798+3,79804630.06%+463
ISHARES TR
CORE DIV GRWTH
01,478+1,4780910.01%+91
CROWDSTRIKE HLDGS INC(CRWD)485641+1561662260.03%+60
VANGUARD INDEX FDS01,048+1,04801680.02%+168
VANGUARD STAR FDS01,297+1,2970810.01%+81
MASTERCARD INCORPORATED(MA)0497+49702720.04%+272
VANGUARD INTL EQUITY INDEX F0681+6810490.01%+49
SPDR SER TR
ST STR P500VAL
0908+9080460.01%+46
VANGUARD WORLD FD0444+4440570.01%+57
ALTRIA GROUP INC(MO)05,036+5,03603020.04%+302
VANGUARD INTL EQUITY INDEX F0685+6850420.01%+42
ABBOTT LABS02,029+2,02902690.04%+269
PALANTIR TECHNOLOGIES INC(PLTR)1,5201,842+3221151550.02%+41
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,317+1,31701920.03%+192
COCA COLA CO(KO)03,520+3,52002520.03%+252
C H ROBINSON WORLDWIDE INC(CHRW)09,158+9,15809380.13%+938
PACER FDS TR
US SM CAP CA ETF
0960+9600360.00%+36
AFLAC INC(AFL)04,549+4,54905060.07%+506
MCDONALDS CORP(MCD)0906+90602830.04%+283
SCHWAB STRATEGIC TR016,698+16,69803300.04%+330
ISHARES TR0554+5540530.01%+53
NORTHROP GRUMMAN CORP(NOC)0319+31901630.02%+163
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0585+5850970.01%+97
AMGEN INC(AMGN)0417+41701300.02%+130
JANUS DETROIT STR TR
HENDRSON AAA CL
0636+6360320.00%+32
ISHARES INC
CORE MSCI EMKT
02,432+2,43201310.02%+131
WOLFSPEED INC(WOLF)010,000+10,0000310.00%+31
COSTCO WHSL CORP NEW(COST)1,6651,645-201,5261,5560.21%+30
CONOCOPHILLIPS(COP)3,4513,540+893423720.05%+30
EBAY INC.(EBAY)0666+6660450.01%+45
UBER TECHNOLOGIES INC(UBER)02,105+2,10501530.02%+153
LINDE PLC(LIN)0515+51502400.03%+240
WELLTOWER INC(WELL)01,033+1,03301580.02%+158
VERTEX PHARMACEUTICALS INC(VRTX)0181+1810880.01%+88
MERCADOLIBRE INC(MELI)065+6501270.02%+127
OREILLY AUTOMOTIVE INC(ORLY)075+7501070.01%+107
MARATHON PETE CORP(MPC)03,543+3,54305160.07%+516
WEC ENERGY GROUP INC(WEC)01,136+1,13601240.02%+124
UNITEDHEALTH GROUP INC(UNH)0436+43602280.03%+228
ISHARES TR02,024+2,02401720.02%+172
PROGRESSIVE CORP(PGR)0188+1880530.01%+53
DIREXION SHS ETF TR
DA 500 BU 3X ETF
0296+2960420.01%+42
PIMCO ETF TR
ENHAN SHRT MA AC
0383+3830390.01%+39
ISHARES INC0614+6140230.00%+23
COMCAST CORP NEW(CCZ)02,222+2,2220820.01%+82
SELECT SECTOR SPDR TR
ST STR SVC ETF
0613+6130590.01%+59
ISHARES TR04,621+4,62104570.06%+457
HEALTHPEAK PROPERTIES INC(DOC)01,816+1,8160370.00%+37
TRACTOR SUPPLY CO(TSCO)06,069+6,06903340.05%+334
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0723+7230590.01%+59
AUTOZONE INC(AZO)033+3301260.02%+126
STERIS PLC(STE)0922+92202090.03%+209
DIREXION SHS ETF TR
DLY TSLA BULL 2X
017,474+17,47401660.02%+166
NEWMONT CORP(NEM)01,734+1,7340840.01%+84
KIMBERLY-CLARK CORP(KMB)0690+6900980.01%+98
GALLAGHER ARTHUR J & CO(AJG)0272+2720940.01%+94
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