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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
169
+ 0.9%
$8.43 - $8.77 $1.42K - $1.48K
19K $164K
Sila Realty Trust Inc
3.51K
+ 40.98%
N/A
12.1K $0
DGX
Quest Diagnostics Inc

Healthcare
2
+ 0.08%
N/A
2.55K $349K
PSEP
Innovator U.S. Equity Power Bu
10.3K
+ 6.09%
N/A
180K $0
Arista Networks Inc
149
+ 2.55%
N/A
6K $0
PNOV
Innovator U.S. Equity Power Bu
33.1K
+ 14.45%
N/A
262K $0
Arm Holdings PLC
1.71K
New
N/A
1.71K $0
Global X Fds
70
+ 0.64%
N/A
11.1K $0
Rocket Lab Corp
5.64K
New
N/A
5.64K $0
Reddit Inc
3.8K
+ 82.18%
N/A
8.42K $0
MFLX
First Tr Exchange Traded Fd Vi
12.9K
New
N/A
12.9K $0
Ishares Bitcoin Trust ETF
4.35K
+ 8.79%
N/A
53.8K $0
Noble Corp PLC
37.8K
New
N/A
37.8K $0
Innovator Etfs Trust
533
+ 2.48%
N/A
22K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.0%
N/A
27.9K $0
Baird Med Invt Hldgs LTD
11.5K
New
N/A
11.5K $0
Proshares Tr
25K
New
N/A
25K $0
NBCT
Neuberger Berman ETF Tr Carbon
17.3K
+ 14.8%
N/A
134K $0
Mobix Labs Inc
87.7K
+ 432.65%
N/A
108K $0
EQIX
Equinix Inc

Real Estate
23
+ 2.05%
$740.07 - $914.43 $17K - $21K
1.14K $910K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
100
+ 11.17%
$196.72 - $266.32 $19.7K - $26.6K
995 $229K
ICF
Ishares Tr

ETFs
1
+ 0.01%
$54.56 - $62.47 $54.6 - $62.5
15.5K $948K
MTDR
Matador Resources CO

Energy
216
+ 4.26%
$36.67 - $52.23 $7.92K - $11.3K
5.28K $252K
EXC
Exelon Corp

Utilities
616
+ 4.69%
$42.2 - $47.37 $26K - $29.2K
13.8K $597K
FDL
First Tr Morningstar Dividend

ETFs
48
+ 0.7%
$38.19 - $43.19 $1.83K - $2.07K
6.91K $289K
TRGP
Targa Resources Corp.

Energy
120
+ 11.02%
$157.32 - $205.72 $18.9K - $24.7K
1.21K $210K
OGE
Oge Energy Corp.

Utilities
85
+ 1.04%
$42.23 - $46.38 $3.59K - $3.94K
8.24K $365K
PDI
Pimco Dynamic Income Fund

Financial Services
38
+ 0.3%
$17.02 - $19.87 $647 - $755
12.8K $243K
AZN
Astrazeneca PLC

Healthcare
862
+ 4.21%
$64.87 - $75.0 $55.9K - $64.7K
21.4K $1.49M
BRCC
Brc Inc.

Consumer Defensive
5.3K
+ 18.1%
$1.24 - $2.37 $6.57K - $12.6K
34.6K $45K
TTC
Toro CO

Industrials
14
+ 0.17%
$63.51 - $77.8 $889 - $1.09K
8.27K $584K
DUK
Duke Energy Corp

Utilities
1.62K
+ 3.11%
$112.46 - $124.05 $182K - $201K
53.8K $6.35M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
227
+ 1.22%
$68.13 - $74.77 $15.5K - $17K
18.9K $1.37M
EXPD
Expeditors International Of Washington Inc

Industrials
228
+ 2.95%
$102.84 - $122.24 $23.4K - $27.9K
7.97K $910K
IYE
Ishares Tr

ETFs
1
+ 0.02%
$40.36 - $49.67 $40.4 - $49.7
4.89K $221K
FCPT
Four Corners Property Trust, Inc.

Real Estate
5
+ 0.04%
$26.06 - $28.7 $130 - $144
12K $321K
ITB
Ishares Tr

ETFs
26
+ 0.21%
$85.52 - $96.61 $2.22K - $2.51K
12.2K $1.14M
EXPI
Exp World Holdings, Inc.

Real Estate
1.4K
+ 2.39%
$7.46 - $9.89 $10.4K - $13.8K
59.9K $544K
PRU
Prudential Financial Inc

Financial Services
44
+ 0.56%
$95.12 - $112.71 $4.19K - $4.96K
7.93K $851K
SBR
Sabine Royalty Trust

Energy
2.44K
+ 1.26%
$60.25 - $68.76 $147K - $168K
196K $13.1M
HES
Hess Corp

Energy
176
+ 6.45%
$126.32 - $161.29 $22.2K - $28.4K
2.9K $402K
SJM
J M Smucker CO

Consumer Defensive
24
+ 1.03%
$94.41 - $118.52 $2.27K - $2.84K
2.36K $231K
RLI
Rli Corp

Financial Services
2
+ 0.04%
$71.27 - $80.82 $143 - $162
5.6K $404K
HPQ
Hp Inc

Technology
1.24K
+ 4.93%
$21.88 - $29.32 $27.1K - $36.3K
26.3K $644K
FANG
Diamondback Energy, Inc.

Energy
430
+ 8.6%
$119.25 - $161.49 $51.3K - $69.4K
5.43K $746K
JJSF
J&J Snack Foods Corp

Consumer Defensive
11
+ 0.37%
$111.46 - $136.93 $1.23K - $1.51K
3.01K $341K
TAL
Tal Education Group

Consumer Defensive
140
+ 0.73%
$8.73 - $13.71 $1.22K - $1.92K
19.4K $198K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.23K
+ 1353.91%
$87.84 - $1441.89 $547K - $8.98M
6.69K $602K
SHEL
Shell PLC

Energy
399
+ 1.14%
$59.75 - $73.05 $23.8K - $29.1K
35.4K $2.5M
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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