Fund HoldingsBeacon Capital Management, LLC

Total Portfolio Value
$543.00M
Total Bought
$61.41M
Total Sold
$7.86M
Net Transaction
+$53.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)267,565281,423+13,858139,955153,15628.21%+13,200
VANGUARD WORLD FD103,083123,200+20,11729,54538,7117.13%+9,166
INVESCO QQQ TR70,93284,119+13,18731,49540,3027.42%+8,808
VANGUARD INDEX FDS69,99079,282+9,29224,09129,6525.46%+5,562
VANGUARD INDEX FDS233,042244,422+11,38060,56765,38512.04%+4,818
NVIDIA CORPORATION(NVDA)6,24669,111+62,8655,6448,5381.57%+2,894
ISHARES TR026,355+26,35502,6540.49%+2,654
VANGUARD WORLD FD
INF TECH ETF
18,04420,936+2,8929,46112,0712.22%+2,610
APPLE INC(AAPL)46,35048,840+2,4907,94810,2871.89%+2,339
SILA REALTY TRUST INC045,245+45,24509580.18%+958
TESLA INC(TSLA)011,212+11,21202,2190.41%+2,219
AMAZON COM INC(AMZN)35,17736,520+1,3436,3457,0581.30%+712
SPDR DOW JONES INDL AVERAGE(DIA)83,40586,096+2,69133,17533,6756.20%+500
ALPHABET INC(GOOG)6,1757,547+1,3729401,3840.25%+444
META PLATFORMS INC(META)2,0532,811+7589971,4170.26%+420
ALPHABET INC(GOOG)11,21511,403+1881,6932,0770.38%+384
VANGUARD INDEX FDS10,12610,488+3624,8675,2450.97%+378
MICROSOFT CORP(MSFT)8,9849,117+1333,7804,0750.75%+295
ISHARES TR36,12035,981-1393,0503,3300.61%+280
ISHARES GOLD TR(IAU)3,1608,400+5,2401333690.07%+236
ELI LILLY & CO(LLY)1,8381,837-11,4301,6630.31%+233
ISHARES TR1,9732,430+4576658860.16%+221
WALMART INC(WMT)24,50324,784+2811,4741,6780.31%+204
COSTCO WHSL CORP NEW(COST)1,6331,628-51,1961,3840.25%+187
VANGUARD INDEX FDS89,83387,019-2,81421,53821,7224.00%+183
SPDR GOLD TR(GLD)2,8123,484+6725787490.14%+171
ISHARES TR0851+85102100.04%+210
BROADCOM INC(AVGO)319345+264235540.10%+131
BERKSHIRE HATHAWAY INC DEL2,1442,537+3939021,0320.19%+130
DIREXION SHS ETF TR
DLY TSLA BULL 2X
013,000+13,00001200.02%+120
UBER TECHNOLOGIES INC(UBER)02,261+2,26101640.03%+164
C H ROBINSON WORLDWIDE INC(CHRW)08,725+8,72507690.14%+769
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,5452,802+2575306340.12%+104
NEXTERA ENERGY INC(NEE)01,693+1,69301200.02%+120
LABCORP HOLDINGS INC(LH)0462+4620940.02%+94
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
01,539+1,5390870.02%+87
ISHARES TR3,7953,794-11,9952,0760.38%+81
FIDELITY WISE ORIGIN BITCOIN(FBTC)01,394+1,3940730.01%+73
SALESFORCE INC(CRM)9391,357+4182833490.06%+66
ARES CAPITAL CORP(ARCC)07,581+7,58101580.03%+158
PALO ALTO NETWORKS INC(PANW)0187+1870630.01%+63
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
01,275+1,2750550.01%+55
ISHARES TR
MSCI USA MIN ETF
02,914+2,91402450.05%+245
TRANE TECHNOLOGIES PLC(TT)1,3081,347+393934430.08%+50
NETFLIX INC(NFLX)657663+63994470.08%+48
ISHARES TR0900+9000700.01%+70
DIREXION SHS ETF TR
DAI SEM BUL ETF
5,3405,34002482960.05%+47
QUALCOMM INC(QCOM)0718+71801430.03%+143
PEPSICO INC(PEP)02,168+2,16803580.07%+358
ISHARES TR
CORE MSCI EAFE
01,975+1,97501430.03%+143
WISDOMTREE TR(WT)0800+8000400.01%+40
ROYAL CARIBBEAN GROUP
COM
1,6031,642+392232620.05%+39
SCHWAB STRATEGIC TR0695+6950380.01%+38
ISHARES TR01,903+1,90303320.06%+332
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0612+6120360.01%+36
DUKE ENERGY CORP NEW(DUK)03,740+3,74003750.07%+375
NOVO-NORDISK A S(NVO)2,3742,37403053390.06%+34
ENOVIX CORPORATION(ENVX)04,410+4,4100680.01%+68
ORACLE CORP(ORCL)02,274+2,27403210.06%+321
SHELL PLC(SHEL)06,155+6,15504440.08%+444
VANGUARD WHITEHALL FDS2,0412,348+3072472780.05%+32
EXXON MOBIL CORP7,8418,188+3479119430.17%+31
ISHARES TR0687+6870420.01%+42
ISHARES TR0460+4600300.01%+30
PROCTER AND GAMBLE CO(PG)11,37111,370-11,8451,8750.35%+30
PHILIP MORRIS INTL INC(PM)2,7192,750+312492790.05%+30
PIMCO ETF TR
ULTR SH GO AC FD
0276+2760280.01%+28
GOLDMAN SACHS GROUP INC(GS)710716+62973240.06%+27
TJX COS INC NEW(TJX)0485+4850530.01%+53
AMERICAN ELEC PWR CO INC0812+8120710.01%+71
CION INVT CORP(CICB)033,098+33,09804010.07%+401
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0460+4600260.00%+26
ISHARES INC
CORE MSCI EMKT
01,295+1,2950690.01%+69
AMERICAN CENTY ETF TR0275+2750250.00%+25
ISHARES TR7971,080+28375990.02%+24
ARISTA NETWORKS INC078+780270.01%+27
ALLIANCE RESOURCE PARTNERS L(ARLP)01,462+1,4620360.01%+36
WEC ENERGY GROUP INC(WEC)01,055+1,0550830.02%+83
EATON CORP PLC(ETN)0286+2860900.02%+90
ISHARES TR0372+37201110.02%+111
AXCELIS TECHNOLOGIES INC0708+70801010.02%+101
GE VERNOVA INC(GEV)0121+1210210.00%+21
PROSHARES TR
BITCOIN ETF
0902+9020200.00%+20
ISHARES TR0140+1400200.00%+20
REPUBLIC SVCS INC(RSG)097+970190.00%+19
CHEVRON CORP NEW(CVX)4,8795,039+1607707880.15%+19
ISHARES TR0765+7650840.02%+84
WELLTOWER INC(WELL)01,380+1,38001440.03%+144
AMERICAN CENTY ETF TR0198+1980180.00%+18
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0322+3220180.00%+18
VANECK ETF TRUST
GOLD MINERS ETF
0747+7470250.00%+25
BANK AMERICA CORP05,854+5,85402330.04%+233
CADENCE DESIGN SYSTEM INC(CDNS)069+690210.00%+21
CARNIVAL CORP6,8596,85901121280.02%+16
MEDTRONIC PLC(MDT)0702+7020550.01%+55
EMERSON ELEC CO(EMR)0768+7680850.02%+85
TENET HEALTHCARE CORP(THC)0550+5500730.01%+73
GENERAL DYNAMICS CORP(GD)0161+1610470.01%+47
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0187+1870150.00%+15
AFLAC INC(AFL)4,2814,28103683820.07%+15
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