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
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.54K
New
$179.71 - $192.06 $456K - $487K
2.54K $467K
AFL
Aflac Inc

Financial Services
930
+ 1.99%
$100.99 - $111.19 $93.9K - $103K
47.6K $5.29M
MRCC
Monroe Capital Corp

Financial Services
59.4K
New
$7.61 - $8.81 $452K - $523K
59.4K $463K
ZTS
Zoetis Inc.

Healthcare
2.67K
+ 31.43%
$156.48 - $175.67 $417K - $468K
11.1K $1.84M
SHEL
Shell PLC

Energy
1.14K
+ 3.37%
$62.84 - $73.29 $71.8K - $83.7K
35K $2.57M
DNOW
Now Inc.

Energy
25.6K
New
$12.83 - $17.59 $328K - $450K
25.6K $436K
ALL
Allstate Corp

Financial Services
1.43K
+ 17.27%
$180.99 - $210.18 $259K - $300K
9.7K $2.01M
FXH
First Tr Exchange Trd Fd Healt

ETFs
4K
+ 69.42%
$102.5 - $112.02 $410K - $449K
9.77K $1.01M
MLPA
Global X Mlp ETF

ETFs
3.86K
+ 7.2%
$49.83 - $54.53 $192K - $211K
57.5K $3.06M
BTU
Peabody Energy Corp

Energy
35.5K
+ 370.21%
$12.48 - $20.86 $443K - $740K
45.1K $610K
IBDV
Ishares Tr

Technology
16.1K
+ 12.75%
$21.11 - $21.73 $340K - $350K
142K $3.09M
PIPR
Piper Sandler Companies

Financial Services
8.03K
+ 26.32%
$244.29 - $323.68 $1.96M - $2.6M
38.6K $9.55M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
693
+ 10.91%
$80.53 - $147.57 $55.8K - $102K
7.05K $931K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13.6K
+ 72.08%
$31.63 - $35.22 $430K - $479K
32.5K $1.04M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 49.1%
$100.56 - $108.28 $370K - $399K
11.2K $1.15M
DVY
Ishares Tr

ETFs
689
+ 0.73%
$128.58 - $138.1 $88.6K - $95.2K
95.7K $12.9M
SHOP
Shopify Inc.

Technology
5.48K
+ 37.23%
$90.59 - $129.31 $497K - $709K
20.2K $1.93M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.64K
New
$47.35 - $48.24 $362K - $369K
7.64K $363K
IBB
Ishares Biotechnology ETF

ETFs
4.36K
+ 9.53%
$127.9 - $140.56 $557K - $612K
50.1K $6.4M
ELV
Elevance Health, Inc.

Healthcare
108
+ 2.3%
$365.9 - $436.25 $39.5K - $47.1K
4.81K $2.09M
BXP
Boston Properties Inc

Real Estate
5.29K
New
$63.97 - $74.91 $339K - $397K
5.29K $355K
CSGP
Costar Group, Inc.

Real Estate
4.38K
New
$69.29 - $80.37 $304K - $352K
4.38K $347K
WTRE
Watford Holdings Ltd.

Financial Services
20K
New
$16.65 - $17.96 $334K - $360K
20K $347K
DDOG
Datadog, Inc.

Technology
3.37K
New
$98.68 - $151.89 $332K - $511K
3.37K $334K
KRP
Kimbell Royalty Partners, LP

Energy
26.5K
+ 160.52%
$13.35 - $16.45 $353K - $435K
43K $601K
CACC
Credit Acceptance Corp

Financial Services
577
+ 76.63%
$440.44 - $525.64 $254K - $303K
1.33K $686K
PWR
Quanta Services, Inc.

Industrials
1.3K
New
$236.71 - $358.03 $307K - $465K
1.3K $329K
NEE
Nextera Energy Inc

Utilities
6.15K
+ 4.49%
$66.96 - $76.16 $412K - $468K
143K $10.1M
SPG
Simon Property Group Inc

Real Estate
3.09K
+ 10.17%
$159.48 - $187.78 $492K - $580K
33.5K $5.56M
BUR
Burford Capital LTD

Financial Services
23.9K
+ 107.48%
$12.5 - $15.6 $299K - $373K
46.1K $609K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.15K
+ 3.85%
$48.65 - $53.06 $105K - $114K
57.9K $3.01M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.19K
+ 23.71%
$86.24 - $97.98 $361K - $410K
21.9K $1.91M
HCA
Hca Healthcare, Inc.

Healthcare
302
+ 6.57%
$296.7 - $345.55 $89.6K - $104K
4.9K $1.69M
MKL
Markel Corp

Financial Services
6
+ 0.29%
$1660.14 - $2059.83 $9.96K - $12.4K
2.11K $3.95M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.33K
New
$92.03 - $93.95 $306K - $313K
3.33K $307K
GDDY
Go Daddy Inc.

Technology
1.66K
New
$172.13 - $214.35 $286K - $356K
1.66K $298K
LYFT
Lyft, Inc.

Technology
33.6K
+ 33.97%
$11.27 - $15.12 $379K - $508K
133K $1.57M
ANSS
Ansys Inc

Technology
924
New
$316.56 - $360.36 $293K - $333K
924 $292K
DGS
Wisdomtree Emerging Markets Sm

ETFs
6.04K
New
$47.4 - $50.24 $286K - $304K
6.04K $291K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
185
+ 43.33%
$1227.6 - $1458.46 $227K - $270K
612 $826K
PAYC
Paycom Software, Inc.

Technology
1.14K
+ 41.88%
$199.42 - $225.82 $227K - $257K
3.86K $843K
WING
Wingstop Inc.

Consumer Cyclical
1.58K
+ 122.63%
$207.0 - $311.93 $326K - $492K
2.86K $645K
AIG
American International Group, Inc.

Financial Services
1.97K
+ 26.79%
$70.5 - $86.94 $139K - $171K
9.31K $809K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.69K
New
$99.5 - $110.97 $268K - $299K
2.69K $271K
SONY
Sony Group Corp

Technology
7.15K
+ 34.76%
$19.88 - $25.64 $142K - $183K
27.7K $704K
WDAY
Workday, Inc.

Technology
1.54K
+ 40.42%
$233.53 - $277.82 $359K - $427K
5.34K $1.25M
MSCI
Msci Inc.

Financial Services
512
+ 63.21%
$541.46 - $628.34 $277K - $322K
1.32K $747K
TMUS
T Mobile Us, Inc.

Communication Services
196
+ 4.34%
$211.3 - $272.83 $41.4K - $53.5K
4.71K $1.26M
NTNX
Nutanix, Inc.

Technology
3.69K
New
$61.28 - $77.44 $226K - $286K
3.69K $257K
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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