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
MGC
Vanguard Mega Cap ETF

ETFs
1.34K
+ 95.16%
$199.2 - $222.69 $266K - $298K
2.74K $551K
LNC
Lincoln National Corp

Financial Services
737
+ 1.38%
$30.06 - $39.23 $22.2K - $28.9K
54.3K $1.95M
FXI
Ishares Tr

ETFs
6.98K
New
$28.65 - $38.55 $200K - $269K
6.98K $250K
SGOL
Abrdn Gold ETF Trust

ETFs
1.83K
+ 4.48%
$25.14 - $29.82 $45.9K - $54.5K
42.5K $1.27M
IXUS
Ishares Tr

ETFs
375
+ 0.63%
$65.06 - $72.31 $24.4K - $27.1K
59.8K $4.17M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.18K
New
$46.06 - $49.24 $239K - $255K
5.18K $241K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
10.7K
+ 38.63%
$23.15 - $23.78 $247K - $254K
38.3K $888K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.23K
+ 5.47%
$106.22 - $111.09 $131K - $137K
23.7K $2.63M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
963
+ 3.84%
$63.07 - $73.5 $60.7K - $70.8K
26K $1.83M
SCI
Service Corp International

Consumer Cyclical
2.94K
New
$75.99 - $84.16 $223K - $247K
2.94K $235K
USRT
Ishares Core U.S. Reit ETF

ETFs
4.04K
New
$55.14 - $60.29 $223K - $244K
4.04K $232K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.95K
New
$37.35 - $43.35 $222K - $258K
5.95K $225K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.9K
+ 1.53%
$25.05 - $25.16 $173K - $174K
456K $11.5M
TRGP
Targa Resources Corp.

Energy
1.09K
New
$178.44 - $217.22 $194K - $237K
1.09K $218K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.29K
+ 36.8%
$24.21 - $25.09 $201K - $208K
30.8K $769K
WEC
Wec Energy Group, Inc.

Utilities
135
+ 1.01%
$92.12 - $108.98 $12.4K - $14.7K
13.6K $1.48M
PINS
Pinterest, Inc.

Communication Services
6.99K
New
$29.79 - $40.0 $208K - $280K
6.99K $216K
HOOD
Robinhood Markets, Inc.

Technology
5.12K
New
$35.63 - $65.28 $183K - $334K
5.12K $213K
EVRG
Evergy, Inc.

Utilities
3.07K
New
$59.9 - $69.52 $184K - $214K
3.07K $211K
ETR
Entergy Corp

Utilities
577
+ 3.49%
$75.26 - $87.89 $43.4K - $50.7K
17.1K $1.46M
WCN
Waste Connections, Inc.

Industrials
1.07K
New
$169.89 - $195.19 $181K - $208K
1.07K $207K
GRNT
Granite Ridge Resources, Inc.
34.1K
New
$5.29 - $6.89 $180K - $235K
34.1K $207K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.02K
New
$23.43 - $25.55 $188K - $205K
8.02K $204K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.64K
New
$30.71 - $30.87 $204K - $205K
6.64K $204K
TROW
Price T Rowe Group Inc

Financial Services
2.21K
New
$91.57 - $116.93 $202K - $259K
2.21K $203K
PBA
Pembina Pipeline Corp

Energy
5.07K
New
$35.13 - $40.12 $178K - $203K
5.07K $202K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.58K
+ 50.14%
$22.11 - $22.43 $190K - $192K
25.7K $576K
AZN
Astrazeneca PLC

Healthcare
442
+ 2.2%
$65.37 - $77.96 $28.9K - $34.5K
20.5K $1.51M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14K
New
$11.66 - $14.98 $164K - $210K
14K $191K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.43K
+ 28.03%
$51.52 - $52.37 $177K - $180K
15.7K $820K
SPOT
Spotify Technology S.A.

Communication Services
176
+ 19.84%
$457.79 - $648.32 $80.6K - $114K
1.06K $584K
D
Dominion Energy, Inc

Utilities
2.69K
+ 16.17%
$52.85 - $57.43 $142K - $154K
19.3K $1.08M
AMP
Ameriprise Financial Inc

Financial Services
619
+ 25.13%
$472.29 - $575.13 $292K - $356K
3.08K $1.49M
FVD
First Tr Value Line Divid Inde

ETFs
682
+ 0.43%
$42.61 - $45.51 $29.1K - $31K
159K $7.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
660
+ 23.5%
$142.8 - $176.36 $94.2K - $116K
3.47K $598K
BWXT
Bwx Technologies, Inc.

Industrials
2.46K
+ 48.7%
$96.59 - $128.46 $238K - $316K
7.52K $741K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.27K
+ 1.61%
N/A
459K $10.9M
NEAR
Blackrock Short Maturity Bond

ETFs
3.23K
+ 75.02%
$50.4 - $50.89 $163K - $164K
7.53K $383K
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.2K
New
$15.97 - $18.5 $162K - $188K
10.2K $164K
BSM
Black Stone Minerals, L.P.

Energy
6.49K
+ 6.95%
$14.48 - $15.59 $93.9K - $101K
99.8K $1.52M
VHT
Vanguard Health Care ETF

ETFs
226
+ 2.46%
$254.06 - $273.83 $57.4K - $61.9K
9.4K $2.49M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.03K
+ 67.77%
$74.87 - $79.99 $152K - $163K
5.03K $387K
AZO
Autozone Inc

Consumer Cyclical
23
+ 21.1%
$3193.96 - $3828.11 $73.5K - $88K
132 $503K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.27K
+ 14.74%
$333.37 - $384.99 $423K - $489K
9.89K $3.31M
RRC
Range Resources Corp

Energy
1.14K
+ 4.32%
$35.22 - $41.29 $40K - $46.9K
27.5K $1.1M
CAH
Cardinal Health Inc

Healthcare
37
+ 0.5%
$118.02 - $137.77 $4.37K - $5.1K
7.38K $1.02M
MCI
Barings Corporate Investors

Financial Services
265
+ 0.58%
$19.89 - $25.0 $5.27K - $6.63K
46.2K $1.08M
MELI
Mercadolibre Inc

Consumer Cyclical
35
+ 11.25%
$1739.0 - $2260.0 $60.9K - $79.1K
346 $675K
KHC
Kraft Heinz CO

Consumer Defensive
7.31K
+ 2.58%
$28.51 - $32.22 $208K - $236K
291K $8.84M
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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