Beacon Pointe Advisors, LLC Purchases in Q1 2025

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
8.55K
+ 61.53%
N/A
22.5K $0
J P Morgan Exchange Traded F
13
+ 0.12%
N/A
11.1K $0
Ishares Ethereum Tr
10.2K
+ 15.41%
N/A
76.3K $0
Ishares Tr
5.04K
+ 43.06%
N/A
16.7K $0
Invesco Exch Trd Slf Idx Fd
598
+ 5.86%
N/A
10.8K $0
J P Morgan Exchange Traded F
63.8K
+ 1309.62%
N/A
68.7K $0
NBCT
Neuberger Berman ETF Tr Carbon
117K
New
N/A
117K $0
PMF
Pimco Municipal Income Fund

Financial Services
163
+ 1.38%
$8.64 - $9.36 $1.41K - $1.53K
12K $105K
WAT
Waters Corp

Healthcare
7
+ 0.5%
$362.16 - $417.28 $2.54K - $2.92K
1.4K $517K
CPRT
Copart Inc

Consumer Cyclical
790
+ 1.36%
$52.3 - $59.83 $41.3K - $47.3K
58.7K $3.32M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
6
+ 0.04%
$23.49 - $23.77 $141 - $143
16.3K $384K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
5
+ 0.02%
$24.41 - $24.65 $122 - $123
32.7K $801K
CBRE
Cbre Group, Inc.

Real Estate
21
+ 0.2%
$121.79 - $147.13 $2.56K - $3.09K
10.6K $1.38M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.3K
+ 13.34%
$64.26 - $85.48 $147K - $196K
19.5K $1.29M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
26
+ 0.17%
$9.49 - $9.97 $247 - $259
15K $143K
HAL
Halliburton CO

Energy
891
+ 6.08%
$24.15 - $29.9 $21.5K - $26.6K
15.5K $394K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
181
+ 6.18%
$119.87 - $145.05 $21.7K - $26.3K
3.11K $389K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
2
+ 0.04%
$41.0 - $48.93 $82 - $97.9
5.41K $234K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
309
+ 1.51%
$9.89 - $10.46 $3.06K - $3.23K
20.7K $206K
EQR
Equity Residential

Real Estate
19
+ 0.06%
$66.98 - $75.02 $1.27K - $1.43K
33K $2.36M
BSEP
Innovator U.S. Equity Buffer E

ETFs
174
+ 1.24%
$41.28 - $44.23 $7.18K - $7.7K
14.2K $591K
MAS
Masco Corp

Industrials
8
+ 0.25%
$68.67 - $81.85 $549 - $655
3.19K $221K
APLD
Applied Blockchain, Inc.

Financial Services
5.18K
+ 25.9%
$5.62 - $10.65 $29.1K - $55.2K
25.2K $141K
FHN
First Horizon Corp

Financial Services
129
+ 0.84%
$17.7 - $22.43 $2.28K - $2.89K
15.5K $300K
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 6.97%
$4295.4 - $5141.88 $73K - $87.4K
261 $1.2M
IVT
Inven Trust Properties Corp.

Real Estate
21
+ 0.15%
$28.36 - $30.77 $596 - $646
14K $411K
JBL
Jabil Inc

Technology
42
+ 1.97%
$130.51 - $173.33 $5.48K - $7.28K
2.17K $295K
MATX
Matson, Inc.

Industrials
19
+ 0.85%
$127.06 - $149.06 $2.41K - $2.83K
2.27K $290K
FTHM
Fathom Holdings Inc.

Real Estate
22.9K
+ 45.8%
$0.72 - $1.6 $16.5K - $36.6K
72.9K $64K
RF
Regions Financial Corp

Financial Services
465
+ 3.75%
$20.84 - $24.77 $9.69K - $11.5K
12.9K $279K
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.01%
$57.56 - $64.0 $57.6 - $64
7.19K $413K
SSB
South State Corp

Financial Services
1.73K
+ 6.48%
$89.4 - $108.33 $154K - $187K
28.4K $2.64M
FLEX
Flex Ltd.

Technology
825
+ 9.98%
$32.92 - $44.46 $27.2K - $36.7K
9.09K $300K
CNX
Cnx Resources Corp

Energy
2.66K
+ 13.63%
$27.38 - $37.32 $72.8K - $99.3K
22.2K $697K
LEN
Lennar Corp

Consumer Cyclical
328
+ 12.67%
$113.93 - $141.54 $37.4K - $46.4K
2.92K $334K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
251
+ 4.61%
$77.91 - $92.26 $19.6K - $23.2K
5.7K $452K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
+ 0.07%
$26.53 - $29.63 $265 - $296
15.1K $405K
IWY
Ishares Tr Russell 200 Growth

ETFs
15
+ 1.5%
$210.19 - $243.33 $3.15K - $3.65K
1.01K $213K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
20
+ 0.4%
$122.03 - $134.83 $2.44K - $2.7K
5.04K $619K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.13%
$110.9 - $132.93 $333 - $399
2.36K $268K
HYD
Vaneck High Yield Muni ETF

ETFs
197
+ 0.41%
$50.79 - $52.53 $10K - $10.3K
48.6K $2.49M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
248
+ 2.0%
$9.59 - $11.83 $2.38K - $2.93K
12.6K $121K
MTDR
Matador Resources CO

Energy
7
+ 0.14%
$44.79 - $63.77 $314 - $446
5.07K $258K
IIPR
Innovative Industrial Properties Inc

Real Estate
457
+ 11.35%
$54.09 - $74.56 $24.7K - $34.1K
4.48K $242K
EPI
Wisdomtree Tr India Earnings F

ETFs
549
+ 1.58%
$40.08 - $45.85 $22K - $25.2K
35.2K $1.54M
PRU
Prudential Financial Inc

Financial Services
188
+ 2.44%
$105.04 - $122.33 $19.7K - $23K
7.88K $880K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
31
+ 1.1%
$93.57 - $120.35 $2.9K - $3.73K
2.85K $272K
RLI
Rli Corp

Financial Services
2.66K
+ 90.48%
$71.75 - $163.21 $191K - $434K
5.6K $450K
CF
Cf Industries Holdings, Inc.

Basic Materials
12
+ 0.24%
$75.03 - $97.25 $900 - $1.17K
4.94K $386K
Activity Summary
Buys All Purchases 571 New Holdings 60 Increased Positions 511 Sells All Sells 519 Reductions 519 Sold out 0 Options Calls 17 Puts 5
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