Beacon Capital Management, LLC Purchases in Q3 2025

Beacon Capital Management, LLC

  • $599 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
314K
New
$20.0 - $20.97 $6.28M - $6.59M
314K $6.51M
AAPL
Apple Inc.

Technology
4.02K
+ 8.17%
$202.38 - $256.87 $813K - $1.03M
53.1K $13.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.7K
+ 2266.56%
$23.82 - $25.84 $660K - $716K
28.9K $744K
ORCL
Oracle Corp

Technology
1.64K
+ 55.7%
$218.96 - $328.33 $359K - $538K
4.58K $1.29M
GOOG
Alphabet Inc.

Communication Services
503
+ 6.41%
$175.16 - $255.24 $88.1K - $128K
8.34K $2.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.9K
+ 811.5%
$25.29 - $28.33 $376K - $422K
16.7K $466K
RF
Regions Financial Corp

Financial Services
58
+ 0.04%
$24.03 - $27.41 $1.39K - $1.59K
138K $3.65M
MSFT
Microsoft Corp

Technology
174
+ 1.74%
$491.09 - $535.64 $85.4K - $93.2K
10.2K $5.26M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.2K
+ 59.12%
$21.69 - $23.34 $243K - $261K
30.1K $701K
VO
Vanguard Mid Cap ETF

ETFs
913
+ 116.6%
$279.83 - $293.74 $255K - $268K
1.7K $498K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
402
+ 16.75%
$459.11 - $506.91 $185K - $204K
2.8K $1.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.03K
+ 233.31%
$68.24 - $73.73 $207K - $224K
4.33K $318K
AMGN
Amgen Inc

Healthcare
805
+ 201.75%
$271.18 - $309.22 $218K - $249K
1.2K $339K
NHI
National Health Investors Inc

Real Estate
2.8K
New
$69.48 - $80.06 $195K - $224K
2.8K $222K
AMZN
Amazon Com Inc

Consumer Cyclical
976
+ 2.55%
$211.65 - $238.24 $207K - $233K
39.3K $8.62M
PLTR
Palantir Technologies Inc.

Technology
469
+ 18.42%
$130.68 - $186.97 $61.3K - $87.7K
3.02K $549K
PG
Procter & Gamble CO

Consumer Defensive
1.59K
+ 13.64%
$150.47 - $161.22 $239K - $256K
13.2K $2.03M
CMI
Cummins Inc

Industrials
146
+ 12.2%
$327.85 - $426.39 $47.9K - $62.3K
1.34K $567K
SPYG
Spdr Portfolio

ETFs
1.09K
+ 26.05%
$94.33 - $105.31 $102K - $114K
5.26K $549K
CSCO
Cisco Systems, Inc.

Technology
2.16K
+ 74.09%
$66.2 - $71.79 $143K - $155K
5.07K $347K
GLD
Spdr Gold Trust

ETFs
57
+ 2.73%
$300.96 - $355.47 $17.2K - $20.3K
2.15K $763K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.47K
+ 92.26%
$72.65 - $78.68 $107K - $115K
3.06K $239K
IEFA
Ishares Tr

ETFs
1.13K
+ 20.0%
$81.7 - $87.53 $92.3K - $98.9K
6.78K $591K
JPM
Jpmorgan Chase & CO

Financial Services
118
+ 3.96%
$282.78 - $316.06 $33.4K - $37.3K
3.1K $977K
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.64%
$184.85 - $231.54 $2.59K - $3.24K
2.2K $510K
VZ
Verizon Communications Inc

Communication Services
2.31K
+ 76.73%
$40.84 - $45.06 $94.3K - $104K
5.32K $233K
MPC
Marathon Petroleum Corp

Energy
3
+ 0.08%
$158.59 - $198.69 $476 - $596
3.57K $687K
VIG
Vanguard Dividend Appreciation

ETFs
433
+ 7.44%
N/A
6.26K $1.14M
VB
Vanguard Small Cap ETF

ETFs
181
+ 16.79%
$237.58 - $259.17 $43K - $46.9K
1.26K $320K
MO
Altria Group, Inc.

Consumer Defensive
67
+ 1.02%
$57.75 - $67.68 $3.87K - $4.53K
6.66K $439K
XLF
Financial Sector Spdr

ETFs
625
+ 10.81%
$51.37 - $54.25 $32.1K - $33.9K
6.41K $345K
T
At&T Inc.

Communication Services
1.86K
+ 10.41%
$26.94 - $29.62 $50.1K - $55K
19.7K $556K
AFL
Aflac Inc

Financial Services
83
+ 1.77%
$98.09 - $111.7 $8.14K - $9.27K
4.78K $534K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
79
+ 1.57%
$74.93 - $80.73 $5.92K - $6.38K
5.11K $411K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
605
+ 13.3%
$45.26 - $46.63 $27.4K - $28.2K
5.15K $238K
ITOT
Ishares Core S&P Total U.S. St

ETFs
72
+ 4.02%
$135.0 - $146.02 $9.72K - $10.5K
1.87K $271K
IWR
Ishares Russell Mid Cap ETF

ETFs
194
+ 8.65%
$92.26 - $97.51 $17.9K - $18.9K
2.44K $235K
CRWD
Crowd Strike Holdings, Inc.

Technology
70
+ 19.13%
$412.46 - $514.1 $28.9K - $36K
436 $213K
GPC
Genuine Parts CO

Consumer Cyclical
11
+ 0.76%
$122.23 - $142.77 $1.34K - $1.57K
1.45K $201K
AIT
Applied Industrial Technologies Inc

Industrials
1
+ 0.11%
$242.14 - $275.72 $242 - $276
906 $236K
SCHX
Schwab Strategic Tr Us Large C

ETFs
21
+ 0.26%
$24.46 - $26.5 $514 - $557
8.03K $211K
ALL
Allstate Corp

Financial Services
5
+ 0.47%
$192.0 - $214.65 $960 - $1.07K
1.08K $231K
IBM
International Business Machines Corp

Technology
154
+ 6.85%
$234.77 - $292.47 $36.2K - $45K
2.4K $677K
MA
Mastercard Inc

Financial Services
9
+ 1.99%
$550.18 - $598.96 $4.95K - $5.39K
461 $262K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
49
+ 1.82%
$92.18 - $95.14 $4.52K - $4.66K
2.74K $260K
STE
Steris PLC

Healthcare
2
+ 0.22%
$221.21 - $252.43 $442 - $505
926 $229K
Lam Research Corp
1.17K
+ 118.03%
N/A
2.17K $0
Microbot Med Inc
6K
+ 37.5%
N/A
22K $0
Simplify Exchange Traded Fun
126K
New
N/A
126K $0
Activity Summary
Buys All Purchases 61 New Holdings 4 Increased Positions 57 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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