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
O
Realty Income Corp

Real Estate
15.2K
+ 44.72%
$51.67 - $58.49 $784K - $888K
49.1K $2.85M
BMY
Bristol Myers Squibb CO

Healthcare
1.58K
+ 0.76%
$53.9 - $63.11 $85.1K - $99.7K
209K $12.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.63K
+ 23.01%
$208.48 - $244.03 $549K - $642K
14.1K $3.43M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
20.2K
New
$48.37 - $55.84 $978K - $1.13M
20.2K $987K
PEP
Pepsico Inc

Consumer Defensive
9.54K
+ 4.28%
$142.64 - $156.42 $1.36M - $1.49M
232K $34.8M
HESM
Hess Midstream LP

Energy
16.5K
+ 33.36%
$37.59 - $43.88 $620K - $724K
66K $2.79M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.06K
+ 2.05%
$42.5 - $46.71 $385K - $423K
451K $20.4M
SNOW
Snowflake Inc.

Technology
12.2K
+ 11.93%
$146.16 - $192.78 $1.79M - $2.36M
115K $16.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.07K
+ 26.39%
$105.1 - $109.61 $849K - $885K
38.7K $4.2M
AMT
American Tower Corp

Real Estate
1.27K
+ 6.64%
$173.46 - $217.6 $220K - $275K
20.3K $4.43M
SBR
Sabine Royalty Trust

Energy
5.34K
+ 2.84%
$64.04 - $69.75 $342K - $372K
193K $13.1M
PAUG
Innovator U.S. Equity Power Bu

ETFs
26.6K
+ 16.07%
$37.4 - $39.42 $996K - $1.05M
192K $7.27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13.8K
+ 38.6%
$59.78 - $60.03 $826K - $830K
49.6K $2.97M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.9K
+ 11.03%
$24.79 - $25.26 $692K - $705K
281K $7.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
8.52K
New
$92.51 - $102.81 $788K - $876K
8.52K $788K
DUK
Duke Energy Corp

Utilities
376
+ 0.73%
$105.87 - $121.97 $39.8K - $45.9K
52.2K $6.37M
CELH
Celsius Holdings, Inc.

Consumer Defensive
21.9K
New
$21.28 - $35.62 $466K - $781K
21.9K $780K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
46.3K
New
$16.57 - $18.85 $767K - $873K
46.3K $769K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
6.52K
+ 25.36%
$110.75 - $120.15 $722K - $784K
32.2K $3.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.8K
+ 1.01%
$25.77 - $27.6 $253K - $271K
977K $26M
DFUS
Dimensional ETF Tr U S Equity

ETFs
29.9K
+ 9.34%
$59.61 - $66.71 $1.78M - $1.99M
350K $21.2M
OTEX
Open Text Corp

Technology
30.8K
+ 222.55%
$25.11 - $30.39 $774K - $936K
44.6K $1.13M
DSI
Ishares Msci Kld 400 Social Et

ETFs
12.5K
+ 17.45%
$101.98 - $115.66 $1.28M - $1.45M
84.2K $8.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.99K
+ 3.66%
$169.43 - $182.84 $1.02M - $1.1M
170K $29.4M
ENB
Enbridge Inc

Energy
2.31K
+ 0.72%
$41.54 - $45.45 $96.1K - $105K
323K $14.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
12.2K
New
$56.63 - $59.39 $693K - $726K
12.2K $704K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
31.3K
New
$20.96 - $23.51 $656K - $736K
31.3K $700K
DFSD
Dimensional ETF Tr Short Durat

ETFs
13.7K
+ 21.96%
$46.74 - $47.55 $642K - $653K
76.3K $3.62M
BTI
British American Tobacco P.L.C.

Consumer Defensive
16.6K
New
$35.35 - $42.74 $588K - $710K
16.6K $687K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
21K
New
$32.13 - $33.82 $673K - $709K
21K $678K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.7K
New
$51.26 - $52.53 $651K - $667K
12.7K $654K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
23.9K
+ 7.27%
$23.9 - $24.18 $571K - $578K
352K $8.52M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.59K
+ 8.26%
$113.59 - $123.29 $521K - $565K
60.1K $7.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.66K
+ 8.66%
$497.6 - $606.74 $1.32M - $1.61M
33.4K $16.6M
AON
Aon PLC

Financial Services
1.25K
+ 47.92%
$348.44 - $409.32 $435K - $510K
3.85K $1.54M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.66K
+ 19.09%
$67.08 - $76.14 $379K - $431K
35.3K $2.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.01K
+ 0.63%
$56.51 - $62.98 $57.1K - $63.7K
162K $9.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.42K
+ 121.53%
$73.78 - $76.59 $547K - $568K
13.5K $1.04M
XLF
Financial Sector Spdr

ETFs
8.75K
+ 9.6%
$47.32 - $52.19 $414K - $457K
100K $4.98M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.3K
+ 13.77%
$22.61 - $23.14 $504K - $516K
184K $4.26M
NUSC
Nuveen Esg Small Cap ETF

ETFs
19.7K
+ 34.03%
$37.9 - $43.9 $748K - $867K
77.8K $2.98M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.26K
+ 1.65%
$80.21 - $86.14 $262K - $281K
201K $16.6M
GTLB
Gitlab Inc.

Technology
17K
+ 56.63%
$47.0 - $73.14 $801K - $1.25M
47.1K $2.21M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.59K
+ 3.03%
$23.92 - $26.89 $182K - $204K
258K $6.66M
TFLO
Ishares Treasury Floating Rate

ETFs
9.64K
+ 7.5%
$50.48 - $50.68 $487K - $489K
138K $7M
VRSK
Verisk Analytics, Inc.

Industrials
64
+ 0.3%
$268.63 - $301.33 $17.2K - $19.3K
21.7K $6.46M
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
+ 0.97%
N/A
279K $50.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
21K
+ 19.81%
$20.1 - $20.8 $423K - $438K
127K $2.64M
NOC
Northrop Grumman Corp

Industrials
332
+ 4.68%
$433.45 - $513.82 $144K - $171K
7.43K $3.8M
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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