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
DELL
Dell Technologies Inc.

Technology
608
+ 1.22%
$111.96 - $144.21 $68.1K - $87.7K
50.4K $5.81M
GD
General Dynamics Corp

Industrials
420
+ 7.47%
$260.28 - $314.03 $109K - $132K
6.04K $1.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.95K
+ 1.53%
$49.79 - $51.14 $396K - $406K
526K $26.4M
TT
Trane Technologies PLC

Industrials
101
+ 1.26%
$369.35 - $419.14 $37.3K - $42.3K
8.14K $3.01M
NTAP
Net App, Inc.

Technology
2.02K
+ 3.99%
$115.31 - $131.11 $233K - $265K
52.6K $6.11M
EXPI
Exp World Holdings, Inc.

Real Estate
233
+ 0.4%
$11.51 - $14.77 $2.68K - $3.44K
58.7K $675K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
37
+ 0.27%
$114.08 - $125.68 $4.22K - $4.65K
13.8K $1.58M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
417
+ 1.69%
$63.27 - $70.31 $26.4K - $29.3K
25.1K $1.59M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.0%
$67.29 - $73.38 $67.3 - $73.4
29.6K $2.01M
SLV
I Shares Silver Trust

ETFs
6.35K
+ 3.95%
$26.33 - $31.74 $167K - $202K
167K $4.4M
CMCSA
Comcast Corp

Communication Services
5.11K
+ 5.95%
$37.39 - $45.14 $191K - $231K
91.1K $3.42M
DFAI
Dimensional ETF Tr

ETFs
8.91K
+ 5.0%
$29.0 - $31.6 $258K - $281K
187K $5.47M
XLB
Select Sector Spdr Fd Material

ETFs
4.11K
+ 8.98%
$83.8 - $97.58 $344K - $401K
49.9K $4.2M
IHF
Ishares Tr

ETFs
16
+ 0.07%
$47.41 - $56.83 $759 - $909
24.3K $1.16M
BNTX
Bio N Tech Se

Healthcare
1.66K
+ 1.88%
$99.72 - $122.68 $165K - $204K
90K $10.3M
DVY
Ishares Tr

ETFs
785
+ 0.83%
$129.55 - $143.41 $102K - $113K
95K $12.5M
CB
Chubb LTD

Financial Services
823
+ 2.03%
$271.57 - $301.89 $224K - $248K
41.3K $11.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
432
+ 1.29%
$131.66 - $144.0 $56.9K - $62.2K
33.9K $4.47M
FNDF
Schwab Fundamental Intl Large

ETFs
1.04K
+ 1.38%
$32.92 - $37.15 $34.4K - $38.8K
76.5K $2.54M
EEM
Ishares Msci Emerging Markets

ETFs
395
+ 0.53%
$41.82 - $47.36 $16.5K - $18.7K
75.1K $3.14M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.01K
+ 2.87%
$26.63 - $30.23 $133K - $151K
180K $4.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
607
+ 0.24%
$77.02 - $78.58 $46.8K - $47.7K
256K $19.8M
O
Realty Income Corp

Real Estate
179
+ 0.53%
$51.76 - $64.71 $9.27K - $11.6K
33.9K $1.81M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.8K
+ 0.93%
$68.01 - $70.67 $122K - $127K
195K $13.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
54.6K
+ 85.33%
$25.74 - $53.78 $1.4M - $2.93M
119K $3.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
951K
+ 206.4%
$26.93 - $84.95 $25.6M - $80.8M
1.41M $38.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.4K
+ 2.9%
$41.17 - $43.34 $718K - $756K
619K $25.6M
XOM
Exxon Mobil Corp

Energy
34.2K
+ 8.06%
$105.51 - $125.37 $3.61M - $4.29M
459K $49.3M
CARR
Carrier Global Corp

Industrials
899
+ 2.25%
$66.69 - $82.65 $60K - $74.3K
40.8K $2.78M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
126K
+ 166.58%
$22.01 - $66.82 $2.78M - $8.44M
202K $4.59M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.98K
+ 4.53%
$57.29 - $63.1 $400K - $440K
161K $9.24M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.94K
+ 1.6%
$24.25 - $26.7 $95.6K - $105K
250K $6.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
432K
+ 94.98%
$25.33 - $51.16 $10.9M - $22.1M
886K $22.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.6K
+ 2.38%
$33.77 - $44.09 $87.9K - $115K
112K $3.79M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11.3K
+ 0.85%
$40.38 - $44.35 $457K - $501K
1.34M $54.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.26K
+ 2.6%
$26.18 - $28.77 $216K - $238K
326K $8.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
368
+ 0.23%
$174.22 - $187.62 $64.1K - $69K
164K $28.7M
MDU
Mdu Resources Group Inc

Industrials
58.1K
+ 33.12%
$15.1 - $30.28 $878K - $1.76M
234K $4.21M
SLVM
Sylvamo Corp

Basic Materials
106
+ 0.1%
$78.56 - $95.69 $8.33K - $10.1K
101K $8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
206K
+ 95.49%
$22.63 - $47.53 $4.66M - $9.8M
422K $9.58M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.62K
+ 4.91%
$38.28 - $78.03 $61.8K - $126K
34.5K $1.39M
DIHP
Dimensional ETF Tr Dimensional

ETFs
969
+ 0.33%
$25.15 - $27.57 $24.4K - $26.7K
296K $7.47M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
433
+ 0.92%
$49.78 - $66.55 $21.6K - $28.8K
47.7K $2.39M
PG
Procter & Gamble CO

Consumer Defensive
6.61K
+ 1.95%
$161.05 - $179.7 $1.06M - $1.19M
346K $58M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 0.98%
$39.6 - $45.21 $64.1K - $73.2K
168K $6.7M
UBER
Uber Technologies, Inc

Technology
14.2K
+ 12.27%
$59.93 - $86.34 $852K - $1.23M
130K $7.85M
UL
Unilever PLC

Consumer Defensive
2.56K
+ 2.05%
$56.7 - $64.64 $145K - $165K
127K $7.21M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
469
+ 0.1%
$24.74 - $27.68 $11.6K - $13K
479K $11.9M
KHC
Kraft Heinz CO

Consumer Defensive
1.33K
+ 0.47%
$30.1 - $36.02 $40.1K - $47.9K
283K $8.7M
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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