Beacon Pointe Advisors, LLC Purchases in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LII
Lennox International Inc

Industrials
436K
New
$589.36 - $678.43 $257M - $295M
436K $265M
IWD
Ishares Russell 1000 Val ETF

ETFs
215K
+ 274.56%
$183.23 - $199.79 $39.4M - $43M
293K $54.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
138K
+ 6415.28%
$278.49 - $315.16 $38.5M - $43.5M
140K $39.8M
AAPL
Apple Inc.

Technology
20.4K
+ 1.16%
$221.69 - $259.02 $4.53M - $5.29M
1.79M $447M
SPY
Spdr S&P 500 ETF Trust

ETFs
58.8K
+ 49.27%
$567.81 - $607.81 $33.4M - $35.7M
178K $104M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30K
+ 5.8%
$521.84 - $558.82 $15.6M - $16.7M
547K $295M
VONG
Vanguard Russell 1000 Growth E

ETFs
129K
+ 19.6%
$95.27 - $107.82 $12.3M - $14M
790K $81.6M
PLTR
Palantir Technologies Inc.

Technology
111K
+ 52.22%
$36.46 - $82.38 $4.03M - $9.11M
322K $24.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21.3K
+ 10.14%
$370.24 - $418.94 $7.89M - $8.92M
231K $92.9M
TSCO
Tractor Supply CO

Consumer Cyclical
269K
+ 21394.04%
$52.59 - $303.74 $14.2M - $81.7M
270K $14.3M
SNOW
Snowflake Inc.

Technology
82.9K
+ 422.55%
$109.65 - $186.51 $9.09M - $15.5M
103K $15.8M
FTNT
Fortinet, Inc.

Technology
67.2K
+ 22.59%
$76.49 - $99.21 $5.14M - $6.67M
365K $34.5M
JPM
Jpmorgan Chase & CO

Financial Services
306
+ 0.08%
$205.18 - $250.29 $62.8K - $76.6K
391K $93.6M
SUM
Summit Materials, Inc.

Basic Materials
208K
New
$36.82 - $51.66 $7.67M - $10.8M
208K $10.5M
CSWC
Capital Southwest Corp

Financial Services
459K
+ 1481.58%
$20.85 - $25.85 $9.58M - $11.9M
490K $10.7M
VUG
Vanguard Growth ETF

ETFs
1.25K
+ 0.38%
$378.79 - $428.11 $475K - $536K
331K $136M
SBR
Sabine Royalty Trust

Energy
140K
+ 289.67%
$60.18 - $66.67 $8.42M - $9.32M
188K $12.2M
PPBI
Pacific Premier Bancorp Inc

Financial Services
313K
New
$23.81 - $29.11 $7.45M - $9.11M
313K $7.8M
ET
Energy Transfer LP

Energy
185K
+ 16.52%
$16.05 - $19.86 $2.97M - $3.68M
1.31M $25.6M
DDS
Dillard'S, Inc.

Consumer Cyclical
480
+ 0.32%
$357.11 - $465.97 $171K - $224K
153K $66M
IVV
Ishares Core S&P 500 ETF

ETFs
5.78K
+ 2.06%
$570.51 - $610.59 $3.3M - $3.53M
287K $169M
IWV
Ishares Russell 3000 ETF

ETFs
18.3K
+ 255.31%
$323.08 - $349.08 $5.9M - $6.37M
25.4K $8.49M
GNTY
Guaranty Bancshares Inc

Financial Services
164K
New
$32.53 - $38.66 $5.34M - $6.35M
164K $5.68M
EPD
Enterprise Products Partners L.P.

Energy
103K
+ 16.44%
$28.66 - $34.43 $2.95M - $3.54M
728K $22.8M
CSWI
Csw Industrials, Inc.

Industrials
12.5K
+ 2123.09%
$352.8 - $432.01 $4.41M - $5.4M
13.1K $4.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
80.6K
+ 9.73%
$96.64 - $101.23 $7.79M - $8.16M
909K $88.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.7K
+ 10.12%
$94.43 - $105.47 $2.33M - $2.6M
269K $27.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.46K
+ 1.09%
$280.04 - $302.45 $968K - $1.05M
321K $93.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
20.9K
+ 12.45%
$77.25 - $91.3 $1.62M - $1.91M
189K $16.1M
LLY
Eli Lilly & CO

Healthcare
12.3K
+ 21.42%
$727.2 - $932.06 $8.97M - $11.5M
69.9K $54M
ADP
Automatic Data Processing Inc

Industrials
5.14K
+ 6.71%
$280.08 - $307.97 $1.44M - $1.58M
81.7K $23.9M
UAL
United Airlines Holdings, Inc.

Industrials
28.1K
New
$55.62 - $102.44 $1.56M - $2.87M
28.1K $2.72M
CBL
Cbl & Associates Properties Inc

Real Estate
84.7K
+ 602.56%
$24.95 - $31.75 $2.11M - $2.69M
98.8K $2.9M
KMI
Kinder Morgan, Inc.

Energy
8.63K
+ 2.02%
$22.59 - $28.54 $195K - $246K
435K $11.9M
GPI
Group 1 Automotive Inc

Consumer Cyclical
5.53K
New
$344.56 - $435.0 $1.91M - $2.41M
5.53K $2.33M
ZM
Zoom Video Communications, Inc.

Technology
13.6K
+ 13.98%
$67.21 - $89.03 $917K - $1.21M
111K $9.08M
BA
Boeing CO

Industrials
2.02K
+ 2.84%
$138.14 - $180.72 $279K - $365K
73K $12.9M
FICO
Fair Isaac Corp

Technology
1.05K
New
$1911.01 - $2382.4 $2M - $2.49M
1.05K $2.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
658
+ 2.36%
$275.15 - $388.2 $181K - $255K
28.6K $9.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
78.5K
+ 6.72%
$71.75 - $75.11 $5.63M - $5.9M
1.25M $89.7M
SCHW
Schwab Charles Corp

Financial Services
870
+ 0.45%
$63.31 - $82.85 $55.1K - $72.1K
194K $14.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.97K
+ 2.67%
$311.11 - $335.64 $925K - $998K
114K $36.9M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
45.3K
+ 145.84%
$40.84 - $42.74 $1.85M - $1.93M
76.3K $3.12M
GTLB
Gitlab Inc.

Technology
30.1K
New
$48.76 - $67.19 $1.47M - $2.02M
30.1K $1.7M
PANW
Palo Alto Networks Inc

Technology
97.1K
+ 96.73%
$181.96 - $405.9 $17.7M - $39.4M
198K $35.9M
OKTA
Okta, Inc.

Technology
18.2K
+ 44.65%
$71.81 - $86.11 $1.31M - $1.57M
58.9K $4.64M
EXPE
Expedia Group, Inc.

Consumer Cyclical
142
+ 0.35%
$146.47 - $191.01 $20.8K - $27.1K
40.2K $7.5M
SOFI
So Fi Technologies, Inc.

Financial Services
26.7K
+ 18.17%
$7.63 - $16.88 $204K - $451K
174K $2.68M
WMB
Williams Companies, Inc.

Energy
2.44K
+ 1.51%
$46.37 - $59.74 $113K - $146K
164K $8.89M
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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