Beacon Pointe Advisors, LLC Purchases in Q2 2025

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
91
+ 2.53%
$98.34 - $98.77 $8.95K - $8.99K
3.69K $364K
NLOK
Norton Life Lock Inc.

Technology
357
+ 3.9%
N/A
9.51K $204K
MFC
Manulife Financial Corp

Financial Services
13
+ 0.16%
$26.93 - $32.44 $350 - $422
8K $255K
CCOR
Listed Fds Tr Core Alternative

ETFs
28
+ 0.07%
$26.42 - $28.13 $740 - $788
39.7K $1.07M
LYG
Lloyds Banking Group PLC

Financial Services
236
+ 2.06%
$3.32 - $4.29 $784 - $1.01K
11.7K $49K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
21
+ 0.66%
$67.03 - $80.35 $1.41K - $1.69K
3.22K $257K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
63
+ 0.99%
$49.57 - $50.27 $3.12K - $3.17K
6.43K $323K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
75
+ 0.32%
$24.88 - $25.41 $1.87K - $1.91K
23.5K $596K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
976
+ 1.92%
$4.83 - $5.39 $4.71K - $5.26K
51.8K $278K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
59
+ 0.91%
N/A
6.54K $408K
HDV
Ishares Core High Dividend ETF

ETFs
200
+ 3.86%
$108.41 - $120.51 $21.7K - $24.1K
5.38K $630K
ACI
Albertsons Companies, Inc.

Consumer Defensive
463
+ 3.09%
$19.94 - $22.91 $9.23K - $10.6K
15.5K $332K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
69
+ 0.43%
$19.44 - $19.56 $1.34K - $1.35K
16.1K $315K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.04%
$217.22 - $246.25 $217 - $246
2.26K $548K
FLRN
Spdr Bloomberg Investment Grad

ETFs
70
+ 1.06%
$30.29 - $30.83 $2.12K - $2.16K
6.71K $206K
Venture Global Inc
23.7K
+ 47.0%
N/A
74.2K $0
Listed Fds Tr
369
+ 7.92%
N/A
5.03K $0
Viper Energy Inc
16K
New
N/A
16K $0
Core Natural Resources Inc
1.61K
+ 18.8%
N/A
10.2K $0
Core Scientific Inc New
8.35K
+ 2.46%
N/A
347K $0
Everus Constr Group
9.5K
+ 6.18%
N/A
163K $0
Capital Group International
7.18K
New
N/A
7.18K $0
Tidal Tr Ii
31.1K
New
N/A
31.1K $0
Dimensional ETF Trust
5.44K
+ 41.35%
N/A
18.6K $0
Talen Energy Corp
864
New
N/A
864 $0
Ishares Tr
91
+ 0.54%
N/A
16.8K $0
CGMS
Capital Grp Core Plus Income E
428K
New
N/A
428K $0
Dimensional ETF Trust
374
+ 4.08%
N/A
9.54K $0
J P Morgan Exchange Traded F
2.56K
+ 3.73%
N/A
71.3K $0
CGMU
Capital Group Core Plus Income
157K
New
N/A
157K $0
American Healthcare Reit Inc
1.73K
+ 18.2%
N/A
11.2K $0
Dimensional ETF Trust
19K
+ 2.41%
N/A
807K $0
Vanguard Calif Tax Free Fds
2.54K
New
N/A
2.54K $0
Barrick Mng Corp
22.4K
New
N/A
22.4K $0
CACI
Caci International Inc

Technology
1
+ 0.18%
N/A
551 $235K
Ab Active Etfs Inc
35.4K
+ 153.57%
N/A
58.4K $0
Capital Group New Geography
61K
New
N/A
61K $0
Vanguard Wellington Fd
29.7K
+ 819.94%
N/A
33.3K $0
Brookfield Corp
2.07K
+ 2.97%
N/A
71.6K $0
Ea Series Trust
30K
+ 12.71%
N/A
266K $0
Labcorp Holdings Inc
79
+ 5.22%
N/A
1.59K $0
J P Morgan Exchange Traded F
24.4K
New
N/A
24.4K $0
J P Morgan Exchange Traded F
4.1K
New
N/A
4.1K $0
Blackrock Inc
187
+ 7.17%
N/A
2.8K $0
Innovator Etfs Trust
6.92K
New
N/A
6.92K $0
Grayscale Bitcoin Mini Tr Et
9.11K
+ 70.25%
N/A
22.1K $0
Blackrock ETF Trust Ii
1.98K
+ 23.91%
N/A
10.3K $0
Ge Healthcare Technologies I
472
+ 4.29%
N/A
11.5K $0
Sitio Royalties Corp
30.2K
+ 14.39%
N/A
240K $0
Activity Summary
Buys All Purchases 578 New Holdings 80 Increased Positions 498 Sells All Sells 552 Reductions 552 Sold out 0 Options Calls 5 Puts 4
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