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
WING
Wingstop Inc.

Consumer Cyclical
234
+ 8.17%
$210.24 - $381.46 $49.2K - $89.3K
3.1K $1.04M
GNTY
Guaranty Bancshares Inc

Financial Services
5
+ 0.0%
$37.41 - $43.28 $187 - $216
164K $6.97M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
3K
+ 61.6%
$100.45 - $111.8 $301K - $335K
7.87K $879K
AVEM
American Centy ETF Tr Avantis

ETFs
5.71K
New
$53.08 - $68.54 $303K - $391K
5.71K $391K
CPNG
Coupang, Inc.

Consumer Cyclical
2.95K
+ 7.86%
$19.76 - $30.81 $58.2K - $90.8K
40.4K $1.21M
BMAY
Innovator U.S. Equity Buffer E

ETFs
8.6K
+ 106.16%
$36.09 - $42.2 $310K - $363K
16.7K $704K
RGR
Sturm Ruger & CO Inc

Industrials
8.96K
New
N/A
8.96K $371K
JXN
Jackson Financial Inc.

Financial Services
655
+ 1.05%
$70.35 - $89.5 $46.1K - $58.6K
62.8K $5.57M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.4K
+ 64.64%
$27.3 - $31.8 $285K - $332K
26.6K $846K
CRSP
Crispr Therapeutics Ag

Healthcare
7.45K
New
$31.27 - $48.64 $233K - $362K
7.45K $362K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
371
+ 0.79%
$58.52 - $71.7 $21.7K - $26.6K
47.2K $3.24M
IDXX
Idexx Laboratories Inc

Healthcare
665
New
$361.04 - $536.34 $240K - $357K
665 $356K
PBT
Permian Basin Royalty Trust

Energy
84
+ 0.06%
$8.81 - $12.46 $740 - $1.05K
139K $1.73M
TXT
Textron Inc

Industrials
4.32K
New
$60.72 - $80.34 $262K - $347K
4.32K $346K
BWXT
Bwx Technologies, Inc.

Industrials
26
+ 0.35%
$89.24 - $144.06 $2.32K - $3.75K
7.55K $1.09M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 21.42%
$91.62 - $109.97 $219K - $263K
13.6K $1.49M
VFH
Vanguard Financial ETF

ETFs
1.37K
+ 6.91%
$104.87 - $127.3 $144K - $175K
21.3K $2.71M
CINF
Cincinnati Financial Corp

Financial Services
1.91K
+ 5.08%
$126.6 - $151.6 $242K - $290K
39.5K $5.88M
IYF
Ishares Tr

ETFs
2.18K
+ 32.75%
$99.23 - $120.99 $216K - $264K
8.83K $1.07M
HTGC
Hercules Capital, Inc.

Financial Services
17.7K
+ 125.76%
$16.24 - $19.1 $287K - $337K
31.7K $579K
VST
Vistra Corp.

Utilities
78
+ 2.04%
$98.07 - $195.04 $7.65K - $15.2K
3.91K $757K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.37K
+ 42.0%
$89.87 - $92.93 $302K - $313K
11.4K $1.05M
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.15K
New
$49.12 - $50.93 $302K - $313K
6.15K $306K
GPI
Group 1 Automotive Inc

Consumer Cyclical
4
+ 0.07%
$372.3 - $448.86 $1.49K - $1.8K
5.53K $2.42M
DNP
Dnp Select Income Fund Inc

Financial Services
31.3K
+ 58.97%
$8.89 - $9.88 $278K - $309K
84.2K $824K
MTB
M&T Bank Corp

Financial Services
1.55K
New
$156.58 - $193.99 $242K - $300K
1.55K $299K
LNC
Lincoln National Corp

Financial Services
10.7K
+ 19.62%
$28.95 - $37.27 $308K - $397K
64.9K $2.25M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.03K
+ 5.7%
$37.77 - $48.45 $76.8K - $98.5K
37.7K $1.83M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.25K
+ 15.98%
$106.81 - $136.49 $134K - $171K
9.1K $1.24M
O
Realty Income Corp

Real Estate
5.42K
+ 11.03%
$52.27 - $58.52 $283K - $317K
54.5K $3.14M
ARCC
Ares Capital Corp

Financial Services
16.1K
+ 5.11%
$18.91 - $22.43 $305K - $362K
332K $7.3M
CCL
Carnival Corp

Consumer Cyclical
10.4K
New
$16.43 - $28.12 $170K - $292K
10.4K $291K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.13K
+ 4.41%
$30.87 - $39.17 $65.8K - $83.5K
50.5K $1.98M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.26K
+ 73.39%
$67.83 - $92.33 $424K - $578K
14.8K $1.07M
DFAE
Dimensional ETF Tr

ETFs
1.57K
+ 2.01%
$22.87 - $28.95 $36K - $45.5K
79.7K $2.31M
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.61K
+ 2.35%
$18.34 - $24.56 $29.5K - $39.5K
70K $1.71M
RBLX
Roblox Corp

Communication Services
2.68K
New
$51.22 - $105.59 $137K - $282K
2.68K $281K
DOCU
Docusign, Inc.

Technology
3.59K
New
$70.35 - $93.84 $253K - $337K
3.59K $279K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
143
+ 1.04%
$104.23 - $134.39 $14.9K - $19.2K
13.9K $1.87M
PWR
Quanta Services, Inc.

Industrials
286
+ 22.03%
$239.47 - $381.26 $68.5K - $109K
1.58K $598K
CMF
Ishares California Muni Bond E

ETFs
5.86K
+ 5.56%
$54.52 - $56.7 $319K - $332K
111K $6.2M
ROK
Rockwell Automation, Inc

Industrials
395
+ 21.74%
$218.97 - $332.17 $86.5K - $131K
2.21K $734K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.6K
New
$24.32 - $24.81 $259K - $264K
10.6K $263K
IGM
Ishares Expanded Tech Sector E

ETFs
169
+ 1.51%
$79.8 - $112.34 $13.5K - $19K
11.4K $1.28M
MPWR
Monolithic Power Systems Inc

Technology
350
New
$455.19 - $737.73 $159K - $258K
350 $255K
PAYX
Paychex Inc

Industrials
2.07K
+ 37.74%
$137.01 - $159.78 $283K - $330K
7.54K $1.1M
SLG
Sl Green Realty Corp

Real Estate
4.06K
New
$47.9 - $65.94 $195K - $268K
4.06K $251K
CDNS
Cadence Design Systems Inc

Technology
554
+ 38.29%
$231.64 - $323.08 $128K - $179K
2K $616K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.25K
New
$167.22 - $212.42 $209K - $265K
1.25K $247K
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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