Beacon Capital Management, LLC Purchases in Q1 2025

Beacon Capital Management, LLC

  • $609 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
287
New
$52.19 - $57.45 $15K - $16.5K
287 $15K
MMM
3 M CO

Industrials
13
+ 1.83%
$129.7 - $155.12 $1.69K - $2.02K
724 $106K
BMY
Bristol Myers Squibb CO

Healthcare
39
+ 1.35%
$53.9 - $63.11 $2.1K - $2.46K
2.92K $178K
SCHW
Schwab Charles Corp

Financial Services
169
+ 53.14%
$71.24 - $83.64 $12K - $14.1K
487 $38K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
73
+ 1216.67%
$192.82 - $222.1 $14.1K - $16.2K
79 $15K
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
+ 19.1%
$497.6 - $606.74 $18.9K - $23.1K
237 $117K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 10.55%
$80.53 - $147.57 $2.01K - $3.69K
262 $34K
C
Citigroup Inc

Financial Services
186
+ 37.13%
$67.23 - $84.63 $12.5K - $15.7K
687 $48K
AZN
Astrazeneca PLC

Healthcare
84
+ 9.48%
$65.37 - $77.96 $5.49K - $6.55K
970 $71K
O
Realty Income Corp

Real Estate
108
+ 8.26%
$51.67 - $58.49 $5.58K - $6.32K
1.42K $82K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
99
+ 1980.0%
$114.57 - $118.14 $11.3K - $11.7K
104 $12K
LHX
L3 Harris Technologies, Inc.

Industrials
58
+ 79.45%
$194.65 - $222.86 $11.3K - $12.9K
131 $27K
FDL
First Tr Morningstar Dividend

ETFs
27
+ 0.83%
$39.69 - $43.83 $1.07K - $1.18K
3.28K $142K
DOX
Amdocs LTD

Technology
136
New
$82.21 - $92.02 $11.2K - $12.5K
136 $12K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
230
New
$55.41 - $60.74 $12.7K - $14K
230 $12K
AIG
American International Group, Inc.

Financial Services
123
+ 144.71%
$70.5 - $86.94 $8.67K - $10.7K
208 $18K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
144
+ 87.27%
$46.15 - $63.53 $6.65K - $9.15K
309 $19K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
397
New
$25.2 - $68.74 $10K - $27.3K
397 $11K
CB
Chubb LTD

Financial Services
21
+ 11.41%
$257.71 - $301.99 $5.41K - $6.34K
205 $61K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
240
New
$49.42 - $50.43 $11.9K - $12.1K
240 $11K
AWK
American Water Works Company, Inc.

Utilities
37
+ 21.02%
$121.01 - $149.31 $4.48K - $5.52K
213 $31K
NFG
National Fuel Gas CO

Energy
4
+ 0.79%
$60.71 - $79.19 $243 - $317
508 $40K
GD
General Dynamics Corp

Industrials
26
+ 8.72%
$241.94 - $272.58 $6.29K - $7.09K
324 $88K
SNY
Sanofi

Healthcare
142
+ 53.18%
$48.15 - $59.42 $6.84K - $8.44K
409 $22K
LNG
Cheniere Energy, Inc.

Energy
38
+ 42.7%
$209.32 - $253.66 $7.95K - $9.64K
127 $29K
AXP
American Express CO

Financial Services
69
+ 21.17%
$255.39 - $325.87 $17.6K - $22.5K
395 $106K
HLN
Haleon PLC

Healthcare
769
+ 123.04%
$9.02 - $10.67 $6.94K - $8.21K
1.39K $14K
NLOK
Norton Life Lock Inc.

Technology
465
New
N/A
465 $9K
BP
Bp PLC

Energy
12
+ 0.57%
$29.93 - $35.31 $359 - $424
2.12K $71K
PSX
Phillips 66

Energy
7
+ 0.84%
$113.93 - $131.55 $798 - $921
838 $103K
ADSK
Autodesk, Inc.

Technology
40
New
N/A
40 $9K
JEPI
J P Morgan Exchange Traded Fd

ETFs
173
+ 9.62%
$56.17 - $59.71 $9.72K - $10.3K
1.97K $112K
MCK
Mckesson Corp

Healthcare
14
New
$566.21 - $672.99 $7.93K - $9.42K
14 $9K
CPB
Campbell Soup CO

Consumer Defensive
228
New
$37.29 - $42.04 $8.5K - $9.59K
228 $9K
MNST
Monster Beverage Corp

Consumer Defensive
128
+ 113.27%
$46.16 - $58.58 $5.91K - $7.5K
241 $14K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.83%
$56.12 - $68.15 $449 - $545
974 $66K
AMT
American Tower Corp

Real Estate
16
+ 10.67%
$173.46 - $217.6 $2.78K - $3.48K
166 $36K
COIN
Coinbase Global, Inc.

Technology
59
+ 590.0%
$172.23 - $301.3 $10.2K - $17.8K
69 $11K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
140
New
$53.69 - $62.68 $7.52K - $8.78K
140 $8K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.42%
$182.82 - $196.21 $1.46K - $1.57K
1.91K $359K
F
Ford Motor CO

Consumer Cyclical
605
+ 4.87%
$9.12 - $10.43 $5.52K - $6.31K
13K $130K
NTAP
Net App, Inc.

Technology
99
New
$87.84 - $126.3 $8.7K - $12.5K
99 $8K
JCI
Johnson Controls International PLC

Industrials
93
+ 17.45%
$76.12 - $90.6 $7.08K - $8.43K
626 $50K
PANW
Palo Alto Networks Inc

Technology
69
+ 20.47%
$167.82 - $208.28 $11.6K - $14.4K
406 $69K
PPG
Ppg Industries Inc

Basic Materials
101
+ 37.13%
$107.44 - $124.29 $10.9K - $12.6K
373 $40K
AEE
Ameren Corp

Utilities
1
+ 0.13%
$86.87 - $103.67 $86.9 - $104
776 $77K
WMB
Williams Companies, Inc.

Energy
9
+ 0.67%
$54.02 - $61.09 $486 - $550
1.35K $80K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
46
+ 353.85%
$175.5 - $209.86 $8.07K - $9.65K
59 $10K
DKNG
Draft Kings Inc.

Consumer Cyclical
258
+ 8600.0%
$33.21 - $53.49 $8.57K - $13.8K
261 $8K
Activity Summary
Buys All Purchases 554 New Holdings 132 Increased Positions 422 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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