Beacon Pointe Advisors, LLC Purchases in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
22.5K
New
$22.97 - $23.99 $518K - $541K
22.5K $538K
EPI
Wisdomtree Tr India Earnings F

ETFs
8.87K
+ 25.69%
$47.41 - $50.82 $421K - $451K
43.4K $2.19M
EL
Estee Lauder Companies Inc

Consumer Defensive
6.25K
+ 34.85%
$84.18 - $106.5 $526K - $666K
24.2K $2.41M
XLB
Select Sector Spdr Fd Material

ETFs
1.46K
+ 3.29%
$86.95 - $97.09 $127K - $142K
45.8K $4.41M
ISRG
Intuitive Surgical Inc

Healthcare
265
+ 3.42%
$416.14 - $494.01 $110K - $131K
8.01K $3.94M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
11.9K
+ 53.57%
$30.61 - $34.92 $365K - $416K
34.2K $1.18M
WSM
Williams Sonoma Inc

Consumer Cyclical
18.2K
+ 99.31%
$128.47 - $280.94 $2.34M - $5.12M
36.6K $5.66M
IYG
Ishares Tr

ETFs
932
+ 1.35%
$64.2 - $71.76 $59.8K - $66.9K
69.9K $4.96M
AVLV
American Centy ETF Tr Avantis
1.75K
+ 1.49%
$60.05 - $65.83 $105K - $115K
119K $7.85M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.92K
+ 1.58%
$28.25 - $31.7 $82.5K - $92.6K
188K $5.79M
BXP
Boston Properties Inc

Real Estate
5.37K
New
$60.3 - $82.49 $324K - $443K
5.37K $431K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.16K
+ 4.5%
$63.82 - $70.54 $138K - $152K
50.1K $3.54M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.8K
+ 4.83%
$23.75 - $23.75 $447K - $447K
408K $9.7M
FNDF
Schwab Fundamental Intl Large

ETFs
6.89K
+ 10.05%
$33.67 - $37.71 $232K - $260K
75.4K $2.82M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.65K
+ 6.88%
$46.17 - $51.13 $168K - $186K
56.7K $2.9M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.94K
+ 86.96%
$59.61 - $60.15 $414K - $417K
14.9K $893K
ADM
Archer Daniels Midland CO

Consumer Defensive
7.67K
+ 11.49%
$57.96 - $65.72 $444K - $504K
74.4K $4.44M
JHMM
John Hancock Multifactor Mid C

ETFs
6.8K
New
$54.25 - $60.2 $369K - $410K
6.8K $409K
WTRE
Watford Holdings Ltd.

Financial Services
20K
New
$17.26 - $20.15 $346K - $404K
20K $399K
DFAI
Dimensional ETF Tr

ETFs
705
+ 0.4%
$28.69 - $32.06 $20.2K - $22.6K
178K $5.67M
D
Dominion Energy, Inc

Utilities
4K
+ 22.08%
$48.01 - $58.53 $192K - $234K
22.1K $1.28M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.94K
+ 2.74%
$50.02 - $54.5 $97K - $106K
72.8K $3.96M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
4.03K
+ 38.03%
$70.21 - $78.25 $283K - $315K
14.6K $1.12M
DGRO
Ishares Core Dividend Growth E

ETFs
1.55K
+ 2.96%
$57.47 - $62.76 $89K - $97.2K
54K $3.38M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.61K
+ 8.17%
$92.56 - $99.46 $334K - $359K
47.8K $4.58M
CHK
Chesapeake Energy Corp

Energy
4.29K
New
$70.32 - $83.77 $302K - $360K
4.29K $353K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.06K
+ 9.08%
$90.87 - $102.43 $187K - $211K
24.7K $2.44M
IXUS
Ishares Tr

ETFs
527
+ 0.88%
$64.9 - $73.35 $34.2K - $38.7K
60.1K $4.36M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.85K
+ 7.66%
$22.51 - $23.57 $222K - $232K
138K $3.25M
IYH
Ishares Tr

ETFs
4.68K
+ 63.56%
$60.29 - $66.38 $282K - $310K
12K $781K
ETN
Eaton Corp PLC

Industrials
118
+ 0.72%
$272.52 - $333.02 $32.2K - $39.3K
16.4K $5.43M
IBDV
Ishares Tr

Technology
10.6K
+ 10.23%
$21.11 - $22.24 $223K - $235K
114K $2.53M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.67K
+ 18.83%
$44.66 - $49.15 $342K - $377K
48.4K $2.28M
DGS
Wisdomtree Emerging Markets Sm

ETFs
6.04K
New
$48.46 - $54.37 $293K - $329K
6.04K $324K
APP
App Lovin Corp

Technology
2.39K
New
$67.14 - $130.65 $160K - $312K
2.39K $312K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.9K
+ 12.84%
$20.12 - $21.28 $220K - $233K
96.1K $2.04M
KRE
Spdr S&P Regional Banking ETF

ETFs
5.33K
New
$47.94 - $59.23 $256K - $316K
5.33K $301K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.06K
+ 21.2%
$82.41 - $92.06 $252K - $281K
17.5K $1.58M
CWENA
Clearway Energy Inc Cl A
8.35K
New
N/A
8.35K $288K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
12.9K
New
$20.25 - $22.07 $261K - $285K
12.9K $284K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.98K
+ 7.18%
$66.31 - $74.08 $132K - $147K
29.6K $2.18M
DELL
Dell Technologies Inc.

Technology
9.02K
+ 22.12%
$87.89 - $145.97 $793K - $1.32M
49.8K $5.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
10K
+ 69.04%
$28.75 - $31.59 $287K - $316K
24.5K $716K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.01K
+ 33.91%
$50.15 - $51.27 $251K - $257K
19.8K $1.02M
KRC
Kilroy Realty Corp

Real Estate
6.98K
New
$31.24 - $40.79 $218K - $285K
6.98K $269K
EMR
Emerson Electric CO

Industrials
2.99K
+ 3.79%
$98.19 - $118.87 $293K - $355K
81.9K $8.96M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.52K
New
$98.38 - $105.75 $248K - $266K
2.52K $264K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
+ 71.37%
$22.55 - $23.1 $246K - $252K
26.2K $604K
CELH
Celsius Holdings, Inc.

Consumer Defensive
12.6K
+ 236.68%
$31.02 - $58.9 $391K - $743K
17.9K $562K
Activity Summary
Buys All Purchases 374 New Holdings 63 Increased Positions 311 Sells All Sells 743 Reductions 743 Sold out 0 Options Calls 3 Puts 8
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