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
IDV
Ishares Tr

ETFs
16.2K
+ 33.81%
$27.79 - $34.84 $450K - $565K
64.1K $2.21M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.04K
+ 0.96%
$41.45 - $54.46 $43.1K - $56.7K
110K $5.71M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.63K
+ 8.43%
$113.67 - $150.4 $186K - $246K
21K $3.16M
ESGR
Enstar Group LTD

Financial Services
2.01K
+ 75.44%
$330.1 - $336.55 $663K - $676K
4.67K $1.57M
QCOM
Qualcomm Inc

Technology
312
+ 0.28%
$124.66 - $159.48 $38.9K - $49.8K
112K $17.8M
VLO
Valero Energy Corp

Energy
3.82K
+ 5.46%
$104.69 - $141.77 $400K - $542K
73.8K $9.92M
PJUL
Innovator U.S. Equity Power Bu

ETFs
7.64K
+ 8.17%
$37.66 - $43.85 $288K - $335K
101K $4.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.06K
+ 2.19%
$45.98 - $56.15 $94.7K - $116K
96.2K $5.4M
AMAT
Applied Materials Inc

Technology
986
+ 7.93%
$126.95 - $183.52 $125K - $181K
13.4K $2.46M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
9.56K
+ 6.72%
$33.11 - $37.79 $316K - $361K
152K $5.73M
SHOP
Shopify Inc.

Technology
1.94K
+ 9.61%
$76.89 - $115.35 $149K - $224K
22.1K $2.55M
DTH
Wisdomtree Tr

ETFs
14
+ 0.01%
$37.84 - $46.83 $530 - $656
161K $7.47M
IVE
Ishares S&P 500 Value ETF

ETFs
1.06K
+ 1.25%
$168.34 - $195.42 $178K - $207K
85.4K $16.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
906
+ 0.45%
$73.19 - $85.21 $66.3K - $77.2K
202K $17.2M
CEG
Constellation Energy Corp

Utilities
408
+ 10.28%
$170.96 - $322.76 $69.8K - $132K
4.38K $1.41M
EWX
Spdr S&P Emerging Markets Smal

ETFs
6.99K
+ 23.33%
$49.89 - $62.13 $349K - $434K
36.9K $2.29M
SPGI
S&P Global Inc.

Financial Services
871
+ 13.68%
$438.31 - $527.29 $382K - $459K
7.24K $3.82M
OTIS
Otis Worldwide Corp

Industrials
6.46K
+ 43.57%
$90.88 - $104.3 $587K - $674K
21.3K $2.11M
MGV
Vanguard Mega Cap Value

ETFs
595
+ 0.29%
$114.87 - $131.25 $68.3K - $78.1K
204K $26.7M
OTEX
Open Text Corp

Technology
13.1K
+ 29.23%
$23.04 - $29.2 $301K - $381K
57.7K $1.68M
FNDF
Schwab Fundamental Intl Large

ETFs
6.45K
+ 8.69%
$32.25 - $40.02 $208K - $258K
80.7K $3.23M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.93K
+ 5.46%
$24.94 - $31.15 $148K - $185K
114K $3.56M
HOOD
Robinhood Markets, Inc.

Technology
2.94K
+ 57.46%
$34.17 - $93.63 $101K - $276K
8.07K $755K
IOT
Samsara Inc.

Technology
13.6K
New
$33.46 - $47.74 $456K - $650K
13.6K $541K
HYD
Vaneck High Yield Muni ETF

ETFs
11.7K
+ 24.07%
$49.08 - $51.35 $574K - $601K
60.3K $3.03M
RIO
Rio Tinto PLC

Basic Materials
9.26K
New
$52.32 - $62.75 $484K - $581K
9.26K $540K
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.2K
+ 11.7%
$37.08 - $42.26 $527K - $601K
136K $5.62M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.41K
+ 2.02%
$24.38 - $30.18 $83.1K - $103K
172K $5.2M
IGV
Ishares Expanded Tech Software

ETFs
260
+ 1.05%
$80.15 - $109.5 $20.8K - $28.5K
24.9K $2.73M
SLV
I Shares Silver Trust

ETFs
7.08K
+ 4.31%
$27.08 - $33.74 $192K - $239K
171K $5.61M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
+ 60.64%
$177.93 - $313.14 $190K - $334K
2.82K $884K
CRS
Carpenter Technology Corp

Industrials
1.86K
New
$151.3 - $276.38 $281K - $513K
1.86K $512K
WU
Western Union CO

Financial Services
70.7K
+ 175.39%
$8.37 - $10.63 $592K - $751K
111K $934K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
444
+ 0.38%
$32.66 - $40.75 $14.5K - $18.1K
118K $4.76M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
665
+ 6.69%
$224.16 - $285.86 $149K - $190K
10.6K $3.03M
CARR
Carrier Global Corp

Industrials
1.09K
+ 2.64%
$55.55 - $75.83 $60.4K - $82.5K
42.2K $3.09M
CBL
Cbl & Associates Properties Inc

Real Estate
23.8K
+ 23.21%
$22.42 - $27.27 $533K - $648K
126K $3.2M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
18.3K
+ 58.49%
$19.16 - $23.81 $351K - $436K
49.6K $1.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.32K
+ 2.4%
$58.41 - $72.69 $77K - $95.9K
56.3K $4.09M
XLY
Select Sector Spdr Consumer Di

ETFs
1.29K
+ 13.55%
$176.34 - $218.59 $228K - $282K
10.8K $2.35M
FDUS
Fidus Investment Corp

Financial Services
22.6K
New
$17.32 - $20.65 $392K - $467K
22.6K $457K
GLW
Corning Inc

Technology
632
+ 1.04%
$39.07 - $52.59 $24.7K - $33.2K
61.5K $3.24M
ADI
Analog Devices Inc

Technology
308
+ 3.01%
$164.6 - $238.02 $50.7K - $73.3K
10.5K $2.51M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.49K
+ 6.05%
$136.63 - $176.62 $340K - $439K
43.6K $7.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
+ 8.43%
$4164.15 - $5789.24 $91.6K - $127K
283 $1.64M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
666
+ 2.23%
$57.46 - $75.58 $38.3K - $50.3K
30.5K $2.3M
AVUV
American Centy ETF Tr Avantis

ETFs
1.87K
+ 2.97%
$75.17 - $91.21 $140K - $170K
64.7K $5.89M
NDAQ
Nasdaq, Inc.

Financial Services
4.51K
New
$66.4 - $89.42 $300K - $404K
4.51K $403K
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.18K
+ 6.66%
$33.38 - $40.81 $173K - $211K
82.9K $3.38M
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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