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
EMR
Emerson Electric CO

Industrials
2.13K
+ 2.6%
$108.13 - $134.33 $231K - $287K
84.1K $10.4M
GRMN
Garmin LTD

Technology
3.04K
+ 11.58%
$161.91 - $220.77 $492K - $671K
29.3K $6.04M
COF
Capital One Financial Corp

Financial Services
2.84K
+ 8.89%
$145.19 - $192.01 $412K - $545K
34.8K $6.2M
TPL
Texas Pacific Land Corp

Energy
415
+ 10.03%
$915.49 - $1730.0 $380K - $718K
4.55K $5.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.31K
+ 2.39%
$124.26 - $134.12 $659K - $712K
227K $29.2M
RY
Royal Bank Of Canada

Financial Services
10.8K
New
$119.72 - $128.02 $1.29M - $1.38M
10.8K $1.3M
VIG
Vanguard Dividend Appreciation

ETFs
6.86K
+ 2.54%
N/A
277K $50.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
20.9K
+ 140.1%
$59.74 - $60.03 $1.25M - $1.25M
35.8K $2.14M
ACA
Arcosa, Inc.

Industrials
12.8K
New
$91.1 - $111.57 $1.16M - $1.42M
12.8K $1.24M
S
Sentinel One, Inc.

Technology
66.8K
+ 43.39%
$22.05 - $28.68 $1.47M - $1.92M
221K $4.9M
IGM
Ishares Expanded Tech Sector E

ETFs
11K
New
$94.19 - $106.95 $1.04M - $1.18M
11K $1.13M
ENB
Enbridge Inc

Energy
13.2K
+ 4.29%
$40.4 - $43.92 $533K - $580K
321K $13.6M
IP
International Paper CO

Consumer Cyclical
1.95K
+ 0.96%
$46.64 - $59.57 $91K - $116K
205K $11M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9.06K
+ 18.46%
$100.18 - $109.1 $908K - $989K
58.2K $6.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
44.6K
+ 11.02%
$25.0 - $25.11 $1.12M - $1.12M
450K $11.3M
POCT
Innovator U.S. Equity Power Bu

ETFs
24.2K
+ 13.35%
$38.63 - $40.03 $936K - $970K
206K $8.15M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
43.8K
+ 10.71%
N/A
452K $10.7M
C
Citigroup Inc

Financial Services
7.14K
+ 10.93%
$61.31 - $72.5 $438K - $518K
72.5K $5.1M
ABT
Abbott Laboratories

Healthcare
10.6K
+ 5.09%
$111.93 - $119.39 $1.18M - $1.26M
218K $24.6M
ARCC
Ares Capital Corp

Financial Services
35K
+ 15.32%
$20.74 - $22.27 $726K - $780K
264K $5.77M
VV
Vanguard Large Cap ETF

ETFs
1.72K
+ 2.14%
$260.27 - $280.65 $448K - $483K
82.2K $22.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11K
+ 9.16%
$91.29 - $91.8 $1M - $1.01M
131K $11.9M
LYFT
Lyft, Inc.

Technology
73.3K
+ 285.73%
$12.36 - $18.59 $906K - $1.36M
99K $1.28M
VOT
Vanguard Mid Cap Growth Index

ETFs
517
+ 0.65%
$241.48 - $274.89 $125K - $142K
79.9K $20.3M
HPE
Hewlett Packard Enterprise CO

Technology
33.3K
+ 13.96%
$19.31 - $23.95 $643K - $797K
272K $5.8M
POWL
Powell Industries Inc

Industrials
4K
+ 388.35%
$221.65 - $352.37 $887K - $1.41M
5.03K $1.11M
TFC
Truist Financial Corp

Financial Services
20.1K
+ 134.51%
$41.51 - $48.1 $835K - $968K
35.1K $1.52M
GBIL
Goldman Sachs Access Treasury

ETFs
8.75K
+ 89.27%
$99.85 - $100.22 $873K - $877K
18.5K $1.85M
FNDX
Schwab Fundamental U S Large C

ETFs
48K
+ 833.16%
$23.49 - $71.77 $1.13M - $3.45M
53.8K $1.27M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.28K
+ 2.25%
$58.39 - $67.04 $191K - $220K
149K $9.46M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
166
+ 1.04%
$338.38 - $446.21 $56.2K - $74.1K
16.1K $7.02M
ESGR
Enstar Group LTD

Financial Services
2.45K
New
$319.78 - $326.85 $784K - $802K
2.45K $789K
T
At&T Inc.

Communication Services
6.49K
+ 0.78%
$21.22 - $23.88 $138K - $155K
835K $19M
GLD
Spdr Gold Trust

ETFs
3.69K
+ 3.12%
$236.59 - $257.5 $872K - $949K
122K $29.5M
BNOV
Innovator U.S. Equity Buffer E

ETFs
17.9K
+ 82.32%
$38.08 - $39.98 $680K - $714K
39.6K $1.55M
TRV
Travelers Companies, Inc.

Financial Services
2.47K
+ 12.85%
$225.97 - $266.66 $558K - $658K
21.7K $5.22M
CYBR
Cyber Ark Software Ltd.

Technology
176
+ 1.1%
$274.1 - $333.15 $48.2K - $58.6K
16.1K $5.38M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
34.2K
+ 15.62%
$24.82 - $25.48 $849K - $871K
253K $6.31M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
21.7K
+ 71.16%
$17.13 - $34.23 $372K - $742K
52.2K $1.26M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
34.2K
+ 11.64%
$23.88 - $24.32 $818K - $833K
329K $7.87M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.8K
+ 6.7%
$57.53 - $60.83 $1.42M - $1.51M
394K $22.7M
XLF
Financial Sector Spdr

ETFs
9.07K
+ 11.04%
$44.89 - $51.34 $407K - $465K
91.2K $4.41M
XLK
Technology Sector Spdr

ETFs
1.84K
+ 4.96%
$220.26 - $241.44 $405K - $444K
38.9K $9.06M
VO
Vanguard Mid Cap ETF

ETFs
1.78K
+ 0.28%
$261.5 - $284.63 $466K - $507K
628K $166M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.42K
+ 291.25%
$65.67 - $69.79 $618K - $657K
12.6K $847K
RGLD
Royal Gold Inc

Basic Materials
6.2K
+ 27.31%
$131.05 - $154.26 $813K - $957K
28.9K $3.81M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
16.9K
+ 23.0%
$46.33 - $48.6 $782K - $821K
90.3K $4.19M
IWM
Ishares Russell 2000 ETF

ETFs
2.79K
+ 3.73%
$216.13 - $242.4 $603K - $676K
77.6K $17.1M
CRT
Cross Timbers Royalty Trust

Energy
62.8K
New
$9.35 - $11.28 $587K - $708K
62.8K $621K
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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