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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.36K
+ 8.48%
$86.93 - $109.64 $466K - $587K
68.5K $7.51M
ISRG
Intuitive Surgical Inc

Healthcare
2.03K
+ 48.82%
$451.58 - $565.94 $916K - $1.15M
6.19K $3.36M
IGRO
Ishares Tr International Divid

ETFs
9.63K
+ 12.64%
$66.32 - $80.17 $639K - $772K
85.8K $6.77M
ON
On Semiconductor Corp

Technology
23.8K
New
$31.95 - $54.21 $759K - $1.29M
23.8K $1.25M
XLB
Select Sector Spdr Fd Material

ETFs
13.2K
+ 38.06%
$74.27 - $88.92 $978K - $1.17M
47.7K $4.19M
KRP
Kimbell Royalty Partners, LP

Energy
86.3K
+ 200.9%
$11.58 - $14.61 $999K - $1.26M
129K $1.8M
INTU
Intuit Inc

Technology
501
+ 10.8%
$544.07 - $787.63 $273K - $395K
5.14K $4.05M
CYBR
Cyber Ark Software Ltd.

Technology
244
+ 1.54%
$305.98 - $406.88 $74.7K - $99.3K
16.1K $6.54M
PAA
Plains All American Pipeline LP

Energy
64.7K
New
$16.03 - $20.28 $1.04M - $1.31M
64.7K $1.19M
ZM
Zoom Video Communications, Inc.

Technology
9.15K
+ 8.23%
$66.7 - $84.62 $611K - $775K
120K $9.38M
DMLP
Dorchester Minerals, L.P.

Energy
40.8K
New
$26.77 - $30.37 $1.09M - $1.24M
40.8K $1.14M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
9.26K
+ 1.65%
$21.21 - $23.5 $196K - $218K
571K $13.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
251
+ 1.44%
$141.37 - $228.57 $35.5K - $57.4K
17.7K $4.01M
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.54K
+ 3.01%
$24.32 - $29.74 $232K - $284K
327K $9.63M
PAPR
Innovator U.S. Equity Power Bu

ETFs
21.5K
+ 13.83%
$33.22 - $37.29 $714K - $801K
177K $6.59M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
26.6K
+ 4.06%
$31.42 - $34.6 $835K - $920K
681K $23.4M
CDW
Cdw Corp

Technology
5.86K
New
$144.49 - $190.68 $847K - $1.12M
5.86K $1.05M
MRVL
Marvell Technology, Inc.

Technology
8.71K
+ 37.17%
$49.38 - $79.97 $430K - $696K
32.1K $2.49M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
8.1K
+ 37.06%
$76.98 - $98.31 $624K - $796K
30K $2.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.7K
+ 4.32%
$77.74 - $78.78 $908K - $920K
282K $22.2M
C
Citigroup Inc

Financial Services
222
+ 0.31%
$58.13 - $85.12 $12.9K - $18.9K
71.2K $6.06M
TTD
Trade Desk, Inc.

Technology
12.8K
+ 299.25%
$45.27 - $79.4 $580K - $1.02M
17.1K $1.23M
XLE
Energy Sector Spdr

ETFs
21.8K
+ 21.88%
$76.44 - $94.13 $1.67M - $2.05M
121K $10.3M
MCK
Mckesson Corp

Healthcare
281
+ 2.16%
$652.83 - $732.78 $183K - $206K
13.3K $9.74M
APH
Amphenol Corp

Technology
808
+ 3.02%
$59.09 - $98.75 $47.7K - $79.8K
27.6K $2.72M
SPMD
Spdr Portfolio

ETFs
7.12K
+ 4.09%
$44.89 - $54.38 $320K - $387K
181K $9.85M
FNDX
Schwab Fundamental U S Large C

ETFs
36.2K
+ 76.4%
$20.84 - $24.54 $753K - $887K
83.5K $2.05M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.42K
+ 9.23%
$73.02 - $90.22 $395K - $489K
64.1K $5.72M
BX
Blackstone Inc.

Financial Services
2.82K
+ 5.77%
$120.07 - $151.11 $339K - $426K
51.7K $7.74M
NVS
Novartis Ag

Healthcare
2.64K
+ 4.51%
$101.96 - $121.01 $269K - $319K
61.1K $7.39M
COIN
Coinbase Global, Inc.

Technology
500
+ 12.83%
$151.47 - $375.07 $75.7K - $188K
4.4K $1.54M
MS
Morgan Stanley

Financial Services
2.14K
+ 9.32%
$99.83 - $140.86 $214K - $302K
25.1K $3.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.8K
+ 29.24%
$50.36 - $50.68 $844K - $849K
74.1K $3.75M
LYFT
Lyft, Inc.

Technology
19.9K
+ 15.04%
$9.97 - $17.21 $199K - $343K
153K $2.4M
EEM
Ishares Msci Emerging Markets

ETFs
9.85K
+ 13.26%
$38.52 - $48.28 $379K - $475K
84.1K $4.06M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
998
+ 5.65%
$376.48 - $440.65 $376K - $440K
18.6K $8.22M
BMO
Bank Of Montreal

Financial Services
60
+ 0.12%
$87.54 - $110.63 $5.25K - $6.64K
52.2K $5.77M
VT
Vanguard Total World Stk Index

ETFs
742
+ 1.39%
$103.16 - $128.52 $76.5K - $95.4K
54.3K $6.98M
DFSD
Dimensional ETF Tr Short Durat

ETFs
15K
+ 19.62%
$47.09 - $48.01 $705K - $719K
91.2K $4.38M
WMB
Williams Companies, Inc.

Energy
4.08K
+ 2.49%
$54.33 - $62.87 $221K - $256K
168K $10.5M
AVLV
American Centy ETF Tr Avantis
2.81K
+ 1.51%
$56.85 - $68.21 $160K - $192K
189K $12.9M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.5K
+ 4.51%
$25.35 - $64.65 $38K - $97K
34.8K $1.73M
L
Loews Corp

Financial Services
8.12K
+ 145.75%
$80.89 - $92.09 $657K - $748K
13.7K $1.26M
PJAN
Innovator U.S. Equity Power Bu

ETFs
6.85K
+ 4.04%
$38.7 - $44.05 $265K - $302K
176K $7.77M
TRIN
Trinity Capital Inc.

Financial Services
52.4K
New
$13.53 - $15.52 $709K - $813K
52.4K $737K
MMM
3 M CO

Industrials
1.91K
+ 2.3%
$126.09 - $154.15 $240K - $294K
84.7K $12.9M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
17.5K
New
$35.95 - $42.85 $628K - $748K
17.5K $736K
XLC
Select Sector Spdr Tr Communic

ETFs
4.71K
+ 25.81%
$86.13 - $108.53 $405K - $511K
22.9K $2.49M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.7K
+ 3.5%
$47.89 - $48.65 $609K - $619K
376K $18.3M
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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