Fund HoldingsBeacon Capital Management, LLC

Total Portfolio Value
$768.52M
Total Bought
$87.14M
Total Sold
$31.12M
Net Transaction
+$56.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0275,718+275,7180161,59321.03%+161,593
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
0371,017+371,017010,3481.35%+10,348
INVESCO QQQ TR87,526101,943+14,41742,71952,1166.78%+9,397
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
0358,754+358,75408,8041.15%+8,804
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
0414,645+414,64508,6201.12%+8,620
VANGUARD WORLD FD130,741144,925+14,18442,09249,7696.48%+7,676
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
0301,627+301,62706,9430.90%+6,943
VANGUARD INDEX FDS82,70888,557+5,84931,75436,3474.73%+4,593
PIMCO ETF TR
ULTR SH GO AC FD
1,182,0541,231,724+49,670119,647124,18216.16%+4,535
REGIONS FINANCIAL CORP NEW(RF)0139,665+139,66503,2850.43%+3,285
PINNACLE FINL PARTNERS INC022,366+22,36602,5580.33%+2,558
VANGUARD WORLD FD
INF TECH ETF
21,94824,187+2,23912,87315,0401.96%+2,167
ISHARES TR57,51569,679+12,1645,7936,9900.91%+1,197
TESLA INC(TSLA)10,7169,836-8802,8043,9720.52%+1,169
AMAZON COM INC(AMZN)38,54438,000-5447,1828,3371.08%+1,155
VANGUARD INDEX FDS243,684241,773-1,91169,00270,0689.12%+1,067
MICROSTRATEGY INC(MSTR)03,520+3,52001,0200.13%+1,020
APPLE INC(AAPL)52,05551,514-54112,12912,9001.68%+771
NVIDIA CORPORATION(NVDA)72,80471,466-1,3388,8419,5971.25%+756
ALPHABET INC(GOOG)011,889+11,88902,2510.29%+2,251
BROADCOM INC(AVGO)4,2464,257+117329870.13%+254
WALMART INC(WMT)24,99225,042+502,0182,2630.29%+244
VANGUARD INDEX FDS10,29410,494+2005,4325,6540.74%+222
NETFLIX INC(NFLX)760812+525397240.09%+185
BLACKROCK INC(BLK)0157+15701610.02%+161
ISHARES TR35,73434,857-8773,4223,5390.46%+117
ALPHABET INC(GOOG)07,546+7,54601,4370.19%+1,437
ISHARES TR1,3301,826+4962944030.05%+110
PROSHARES TR
ULTRAPRO QQQ
01,373+1,37301090.01%+109
CONOCOPHILLIPS(COP)03,451+3,45103420.04%+342
JPMORGAN CHASE & CO.(JPM)2,9242,998+746177190.09%+102
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,069+2,06901690.02%+169
SALESFORCE INC(CRM)1,4421,443+13954820.06%+88
CARDINAL HEALTH INC(CAH)0694+6940820.01%+82
ROYAL CARIBBEAN GROUP
COM
01,568+1,56803620.05%+362
LAM RESEARCH CORP(LRCX)0970+9700700.01%+70
MICROSOFT CORP(MSFT)9,6379,997+3604,1474,2140.55%+67
ISHARES TR02,347+2,34709420.12%+942
GOLDMAN SACHS GROUP INC(GS)759757-23764330.06%+58
BOEING CO(BA)01,709+1,70903020.04%+302
ISHARES TR03,646+3,64602,1460.28%+2,146
SPDR SER TR
ST STR PR SP1500
05,161+5,16103690.05%+369
SHOPIFY INC(SHOP)3,6263,201-4252913400.04%+50
LULULEMON ATHLETICA INC(LULU)0372+37201420.02%+142
PALANTIR TECHNOLOGIES INC(PLTR)01,520+1,52001150.01%+115
BLACKROCK ETF TRUST
ISHARES US EQUIT
0824+8240420.01%+42
COSTCO WHSL CORP NEW(COST)1,6751,665-101,4851,5260.20%+41
VANGUARD WORLD FD
CONSUM DIS ETF
01,315+1,31504940.06%+494
ARISTA NETWORKS INC(ANET)0348+3480380.01%+38
CARNIVAL CORP06,060+6,06001510.02%+151
ARES CAPITAL CORP(ARCC)09,353+9,35302050.03%+205
ISHARES TR0567+5670320.00%+32
GE VERNOVA INC(GEV)0172+1720570.01%+57
AUTOMATIC DATA PROCESSING IN0546+54601600.02%+160
BANK AMERICA CORP06,577+6,57702890.04%+289
VANGUARD INDEX FDS9551,069+1142522820.04%+30
CROWDSTRIKE HLDGS INC(CRWD)48548501361660.02%+30
CUMMINS INC(CMI)01,166+1,16604070.05%+407
VANGUARD WORLD FD
FINANCIALS ETF
06,890+6,89008140.11%+814
ISHARES BITCOIN TRUST ETF(IBIT)0520+5200280.00%+28
DISNEY WALT CO(DIS)01,780+1,78001980.03%+198
NEOVOLTA INC05,000+5,0000260.00%+26
MARA HOLDINGS INC(MARA)01,527+1,5270260.00%+26
MARVELL TECHNOLOGY INC(MRVL)0665+6650730.01%+73
VISA INC(V)1,6271,490-1374474710.06%+24
RED CAT HLDGS INC(RCAT)01,822+1,8220230.00%+23
GENELUX CORPORATION09,566+9,5660230.00%+23
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
1,6211,974+353891110.01%+22
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,1083,106-27027220.09%+21
FS KKR CAP CORP(FSK)07,979+7,97901730.02%+173
WELLS FARGO CO NEW(WFC)01,480+1,48001040.01%+104
BLACKSTONE SECD LENDING FD(BXSL)0900+9000290.00%+29
WASTE MGMT INC DEL(WM)0273+2730550.01%+55
INTUIT(INTU)058+580360.00%+36
FIRST FINL BANCORP OH(FFBC)011,394+11,39403060.04%+306
COPART INC(CPRT)03,738+3,73802150.03%+215
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
01,798+1,79801030.01%+103
GILEAD SCIENCES INC(GILD)01,019+1,0190940.01%+94
DOVER CORP(DOV)090+900170.00%+17
GEO GROUP INC NEW(GEO)0558+5580160.00%+16
MARSH & MCLENNAN COS INC(MRSH)0491+49101040.01%+104
APPLIED INDL TECHNOLOGIES IN(AIT)0901+90102160.03%+216
HERC HLDGS INC(HRI)0491+4910930.01%+93
BLACKROCK ETF TRUST II0286+2860150.00%+15
DELTA AIR LINES INC DEL(DAL)01,491+1,4910900.01%+90
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0594+59401330.02%+133
MICRON TECHNOLOGY INC(MU)0374+3740310.00%+31
BRISTOL-MYERS SQUIBB CO(BMY)02,884+2,88401630.02%+163
KROGER CO(KR)3,2043,209+51841960.03%+13
BLACKSTONE INC(BX)0624+62401080.01%+108
IPERIONX LTD01,000+1,0000340.00%+34
CORECIVIC INC(CXW)01,328+1,3280290.00%+29
EOG RES INC(EOG)0130+1300160.00%+16
GENERAL MTRS CO(GM)01,395+1,3950740.01%+74
VULCAN MATLS CO(VMC)01,717+1,71704420.06%+442
INTERNATIONAL BUSINESS MACHS(IBM)2,4212,486+655355460.07%+11
VERTIV HOLDINGS CO(VRT)0197+1970220.00%+22
GENERAL DYNAMICS CORP(GD)0298+2980790.01%+79
FIRST HORIZON CORPORATION(FHN)02,070+2,0700420.01%+42
ENERGY TRANSFER L P(ET)02,174+2,1740430.01%+43
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