Fund HoldingsBeacon Capital Management, LLC

Total Portfolio Value
$355.73M
Total Bought
$12.11M
Total Sold
$32.82M
Net Transaction
-$20.71M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD WORLD FD064,709+64,709014,6824.13%+14,682
INVESCO QQQ TR050,524+50,524018,1015.09%+18,101
VANGUARD INDEX FDS051,057+51,057013,9033.91%+13,903
VANGUARD WORLD FDS
INF TECH ETF
012,636+12,63605,2431.47%+5,243
UNITED STS OIL FD LP(USO)05,815+5,81504700.13%+470
ISHARES SILVER TR(SLV)016,019+16,01903260.09%+326
EXXON MOBIL CORP06,016+6,01607070.20%+707
SPDR GOLD TR(GLD)01,682+1,68202880.08%+288
MARATHON PETE CORP(MPC)03,552+3,55205380.15%+538
PIONEER NAT RES CO0779+77901790.05%+179
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,170+1,17001190.03%+119
REGIONS FINANCIAL CORP NEW(RF)013,655+13,65502350.07%+235
VANGUARD INDEX FDS010,569+10,56904,1511.17%+4,151
NVIDIA CORPORATION(NVDA)05,919+5,91902,5750.72%+2,575
ALPHABET INC(GOOG)6,1016,181+807388150.23%+77
ELI LILLY & CO(LLY)01,121+1,12106020.17%+602
BERKSHIRE HATHAWAY INC DEL2,1192,251+1327237890.22%+66
FIDELITY COVINGTON TRUST02,500+2,5000620.02%+62
CATERPILLAR INC(CAT)01,269+1,26903470.10%+347
EXTRA SPACE STORAGE INC(EXR)0489+4890590.02%+59
WEC ENERGY GROUP INC(WEC)0734+7340590.02%+59
CION INVT CORP(CICB)034,595+34,59503660.10%+366
INVESCO EXCHANGE TRADED FD T
BLOO MVP MUL ETF
01,470+1,4700540.02%+54
VERTEX PHARMACEUTICALS INC(VRTX)0144+1440500.01%+50
ISHARES TR01,719+1,71901620.05%+162
HNI CORP(HNI)07,523+7,52302610.07%+261
GLOBAL X FDS
NASDAQ 100 COVER
04,146+4,1460700.02%+70
WALMART INC(WMT)07,021+7,02101,1230.32%+1,123
CHEVRON CORP NEW(CVX)04,040+4,04006810.19%+681
GLOBAL NET LEASE INC(GNL)04,450+4,4500430.01%+43
FIDELITY COVINGTON TRUST0780+7800960.03%+96
KINSALE CAP GROUP INC(KNSL)0100+1000410.01%+41
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
01,250+1,2500410.01%+41
COSTCO WHSL CORP NEW(COST)01,576+1,57608900.25%+890
ISHARES TR01,340+1,34001260.04%+126
MONGODB INC(MDB)0109+1090380.01%+38
EVAXION BIOTECH A S048,633+48,6330410.01%+41
ROKU INC(ROKU)01,314+1,3140930.03%+93
VAXART INC050,814+50,8140380.01%+38
LULULEMON ATHLETICA INC(LULU)0148+1480570.02%+57
GALECTIN THERAPEUTICS INC023,905+23,9050460.01%+46
FEDEX CORP(FDX)0535+53501420.04%+142
VANGUARD BD INDEX FDS02,176+2,17601640.05%+164
VANGUARD TAX-MANAGED FDS02,555+2,55501120.03%+112
LOWES COS INC(LOW)01,449+1,44903010.08%+301
SHELL PLC(SHEL)06,111+6,11103930.11%+393
NOVO-NORDISK A S(NVO)02,056+2,05601870.05%+187
MARATHON OIL CORP05,293+5,29301420.04%+142
LINEAGE CELL THERAPEUTICS IN015,000+15,0000180.00%+18
RELIANCE STEEL & ALUMINUM CO(RS)067+670180.00%+18
TIDAL TR II
ROUNDHILL GENER
0600+6000160.00%+16
TRANE TECHNOLOGIES PLC(TT)01,300+1,30002640.07%+264
FORTREA HLDGS INC(FTRE)0528+5280150.00%+15
WORKDAY INC(WDAY)091+910200.01%+20
OCCIDENTAL PETE CORP(OXY)02,342+2,34201520.04%+152
ALPHABET INC(GOOG)11,92511,010-9151,4271,4410.41%+13
COMCAST CORP NEW(CCZ)04,776+4,77602120.06%+212
VANGUARD BD INDEX FDS0211+2110150.00%+15
ONEOK INC NEW(OKE)0408+4080260.01%+26
ROYAL CARIBBEAN GROUP
COM
01,341+1,34101240.03%+124
GENESCO INC02,000+2,0000620.02%+62
ISHARES TR0125+1250190.01%+19
VANGUARD WORLD FDS
ENERGY ETF
0982+98201250.04%+125
FRANKLIN BSP RLTY TR INC011,607+11,60701540.04%+154
INTERNATIONAL BUSINESS MACHS(IBM)01,703+1,70302390.07%+239
AMGEN INC(AMGN)234234052630.02%+11
PAYPAL HLDGS INC(PYPL)0609+6090360.01%+36
PROSHARES TR0460+460090.00%+9
TRACTOR SUPPLY CO(TSCO)0999+99902030.06%+203
VANGUARD INDEX FDS0448+4480720.02%+72
SELECT SECTOR SPDR TR
ST STR CARE ETF
0814+81401050.03%+105
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
0204+204090.00%+9
OCCIDENTAL PETE CORP02,131+2,1310920.03%+92
ISHARES INC
CORE MSCI EMKT
01,059+1,0590500.01%+50
HALLIBURTON CO(HAL)01,073+1,0730430.01%+43
THE TRADE DESK INC(TTD)0254+2540200.01%+20
PJT PARTNERS INC(PJT)0100+100080.00%+8
JACOBS SOLUTIONS INC(J)0424+4240580.02%+58
VANGUARD INTL EQUITY INDEX F0911+9110360.01%+36
PHILLIPS 66(PSX)0290+2900350.01%+35
INTEL CORP(INTC)03,383+3,38301200.03%+120
BLACKSTONE INC(BX)0603+6030650.02%+65
CARRIER GLOBAL CORPORATION(CARR)01,238+1,2380680.02%+68
MONDELEZ INTL INC(MDLZ)01,019+1,0190710.02%+71
FIVE9 INC(FIVN)0100+100060.00%+6
ALLIANCE RESOURCE PARTNERS L(ARLP)371563+1927130.00%+6
ISHARES TR072+720340.01%+34
AIRGAIN INC1,0003,000+2,0005110.00%+6
ISHARES TR
CORE MSCI EAFE
01,579+1,57901020.03%+102
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0622+6220560.02%+56
VMWARE INC0219+2190360.01%+36
SHOPIFY INC(SHOP)02,431+2,43101330.04%+133
HUNTSMAN CORP(HUN)0200+200050.00%+5
MVB FINL CORP03,252+3,2520730.02%+73
SCHWAB STRATEGIC TR0181+181070.00%+7
STAR BULK CARRIERS CORP.(SBLK)03,070+3,0700590.02%+59
ISHARES TR
MSCI USA VALUE
052+52050.00%+5
ARES CAPITAL CORP(ARCC)2,7262,869+14351560.02%+5
APPIAN CORP(APPN)0100+100050.00%+5
ENOVIX CORPORATION(ENVX)02,500+2,5000310.01%+31
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