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
DEO
Diageo PLC

Consumer Defensive
27K
+ 215.75%
$104.79 - $126.12 $2.83M - $3.41M
39.5K $4.14M
AWK
American Water Works Company, Inc.

Utilities
9.71K
+ 21.77%
$121.01 - $149.31 $1.18M - $1.45M
54.3K $8.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
45.4K
+ 11.5%
$56.17 - $59.71 $2.55M - $2.71M
440K $25.1M
SPYG
Spdr Portfolio

ETFs
35.5K
+ 61.82%
$80.05 - $92.39 $2.85M - $3.28M
93K $7.48M
TGT
Target Corp

Consumer Defensive
39.2K
+ 66.75%
$103.65 - $142.5 $4.06M - $5.58M
97.9K $10.2M
NVS
Novartis Ag

Healthcare
14.6K
+ 33.36%
$97.14 - $115.57 $1.42M - $1.69M
58.5K $6.52M
DUHP
Dimensional ETF Tr Dimensional

ETFs
82.8K
+ 10.45%
$32.57 - $35.82 $2.7M - $2.96M
875K $29M
ACN
Accenture PLC

Technology
10.9K
+ 36.59%
$300.91 - $398.25 $3.29M - $4.36M
40.9K $12.7M
KMI
Kinder Morgan, Inc.

Energy
60.6K
+ 13.93%
$26.1 - $31.22 $1.58M - $1.89M
496K $14.1M
PJAN
Innovator U.S. Equity Power Bu

ETFs
54.7K
+ 47.61%
$41.09 - $43.24 $2.25M - $2.37M
170K $7.03M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38K
+ 6.95%
$37.07 - $40.63 $1.41M - $1.55M
586K $23.1M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
42.3K
+ 15.78%
$38.89 - $41.6 $1.65M - $1.76M
311K $12.6M
FNV
Franco Nevada Corp

Basic Materials
9
+ 0.02%
$120.72 - $157.56 $1.09K - $1.42K
50K $7.88M
OKE
Oneok Inc

Energy
23.4K
+ 8.5%
$89.57 - $109.85 $2.1M - $2.57M
299K $29.6M
VGSH
Vanguard

ETFs
28.4K
+ 5.39%
$58.07 - $58.69 $1.65M - $1.67M
555K $32.6M
PFEB
Innovator U.S. Equity Power Bu

ETFs
57.3K
+ 42.61%
$35.54 - $37.44 $2.04M - $2.15M
192K $6.87M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
63.7K
New
$27.52 - $33.6 $1.75M - $2.14M
63.7K $1.9M
UNH
Unitedhealth Group Inc

Healthcare
1.54K
+ 2.61%
$461.52 - $548.18 $711K - $845K
60.6K $31.8M
NFLX
Netflix Inc

Communication Services
1.28K
+ 10.32%
$828.4 - $1058.6 $1.06M - $1.36M
13.7K $12.8M
EWX
Spdr S&P Emerging Markets Smal

ETFs
30K
New
$55.48 - $59.47 $1.66M - $1.78M
30K $1.7M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
39.2K
+ 51.34%
$40.5 - $42.02 $1.59M - $1.65M
115K $4.82M
CL
Colgate Palmolive CO

Consumer Defensive
13.3K
+ 10.91%
$85.68 - $97.5 $1.14M - $1.29M
135K $12.6M
AVUV
American Centy ETF Tr Avantis

ETFs
22K
+ 53.76%
$84.95 - $100.62 $1.87M - $2.21M
62.8K $5.48M
MRK
Merck & Co., Inc.

Healthcare
42.5K
+ 18.01%
$83.01 - $101.02 $3.53M - $4.29M
278K $25M
ZS
Zscaler, Inc.

Technology
6.5K
+ 54.65%
$181.66 - $216.87 $1.18M - $1.41M
18.4K $3.65M
MCK
Mckesson Corp

Healthcare
242
+ 1.9%
$566.21 - $672.99 $137K - $163K
13K $8.75M
MO
Altria Group, Inc.

Consumer Defensive
2.86K
+ 1.69%
$50.81 - $60.02 $145K - $171K
172K $10.3M
MA
Mastercard Inc

Financial Services
807
+ 1.74%
$504.67 - $576.31 $407K - $465K
47.2K $25.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
25.6K
+ 11.56%
$82.81 - $92.93 $2.12M - $2.38M
247K $21M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
25K
+ 1.87%
$39.96 - $43.3 $1M - $1.08M
1.37M $56.3M
ARKG
Ark Genomic Revolution ETF (De

ETFs
68.4K
New
$20.76 - $29.81 $1.42M - $2.04M
68.4K $1.42M
CB
Chubb LTD

Financial Services
1.08K
+ 2.61%
$257.71 - $301.99 $277K - $325K
42.4K $12.8M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
73.9K
+ 15.17%
$21.79 - $23.09 $1.61M - $1.71M
561K $12.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14K
+ 5.47%
$76.94 - $78.28 $1.08M - $1.1M
271K $21.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
+ 0.14%
$402.49 - $513.76 $8.85K - $11.3K
16.2K $7.87M
DISV
Dimensional ETF Tr Dimensional

ETFs
16.8K
+ 5.17%
$26.09 - $30.21 $439K - $509K
342K $9.97M
PMAR
Innovator U.S. Equity Power Bu

ETFs
33K
+ 44.02%
$39.51 - $41.0 $1.3M - $1.35M
108K $4.31M
SCHW
Schwab Charles Corp

Financial Services
5.64K
+ 2.91%
$71.24 - $83.64 $402K - $472K
199K $15.6M
ARCC
Ares Capital Corp

Financial Services
52.6K
+ 19.95%
$21.28 - $23.81 $1.12M - $1.25M
316K $7.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.6K
+ 53.16%
$51.45 - $58.51 $1.47M - $1.67M
82.4K $4.27M
ORCL
Oracle Corp

Technology
37.4K
+ 24.97%
$139.81 - $186.47 $5.22M - $6.97M
187K $26.1M
ADP
Automatic Data Processing Inc

Industrials
515
+ 0.63%
$286.85 - $318.64 $148K - $164K
82.2K $25.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20.5K
+ 5.99%
$47.59 - $48.35 $976K - $992K
363K $17.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.52K
+ 8.8%
$308.86 - $455.36 $777K - $1.15M
31.1K $11M
TSCO
Tractor Supply CO

Consumer Cyclical
11.3K
+ 4.18%
$51.66 - $57.94 $584K - $655K
282K $15.5M
MSI
Motorola Solutions, Inc.

Technology
2.72K
+ 68.82%
$411.73 - $482.1 $1.12M - $1.31M
6.67K $2.92M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.5K
+ 59.68%
$25.35 - $27.46 $1.03M - $1.11M
108K $2.87M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
44.4K
+ 38.57%
$25.12 - $26.05 $1.12M - $1.16M
160K $4.02M
DIHP
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 7.21%
$25.1 - $27.85 $535K - $594K
317K $8.54M
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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