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
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.85K
+ 60.62%
$50.52 - $50.92 $245K - $247K
12.9K $654K
SHW
Sherwin Williams CO

Basic Materials
819
+ 13.93%
$313.51 - $363.51 $257K - $298K
6.7K $2.3M
EW
Edwards Lifesciences Corp

Healthcare
995
+ 3.39%
$67.07 - $78.22 $66.7K - $77.8K
30.4K $2.37M
MPLX
Mplx LP

Energy
4.73K
New
$46.68 - $53.89 $221K - $255K
4.73K $243K
POWL
Powell Industries Inc

Industrials
4
+ 0.07%
$159.38 - $211.34 $638 - $845
6.04K $1.27M
ONON
On Holding Ag

Consumer Cyclical
4.64K
New
$37.65 - $60.68 $175K - $281K
4.64K $241K
HWM
Howmet Aerospace Inc.

Industrials
1.29K
New
$112.33 - $186.13 $145K - $241K
1.29K $240K
CELH
Celsius Holdings, Inc.

Consumer Defensive
19
+ 0.09%
$33.89 - $46.39 $644 - $881
21.9K $1.02M
MAG
Mag Silver Corp

Basic Materials
11.3K
New
$12.56 - $21.63 $141K - $243K
11.3K $237K
TWLO
Twilio Inc

Communication Services
1.91K
New
$81.34 - $124.36 $155K - $238K
1.91K $237K
OHI
Omega Healthcare Investors Inc

Real Estate
6.47K
New
$35.55 - $39.05 $230K - $253K
6.47K $237K
ITA
Ishares Tr

ETFs
75
+ 1.2%
$135.31 - $188.64 $10.1K - $14.1K
6.33K $1.19M
UIHC
United Insurance Holdings Corp.

Financial Services
31.4K
+ 101.41%
N/A
62.4K $467K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.39K
+ 2.38%
$23.96 - $24.27 $201K - $204K
361K $8.76M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
918
New
$160.63 - $257.78 $147K - $237K
918 $235K
QUAL
Ishares Msci Usa Quality Facto

ETFs
122
+ 0.69%
$152.42 - $182.82 $18.6K - $22.3K
17.9K $3.27M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.58%
$1794.73 - $2613.63 $3.59K - $5.23K
348 $909K
DLR
Digital Realty Trust, Inc.

Real Estate
132
+ 1.95%
$136.11 - $177.69 $18K - $23.5K
6.89K $1.2M
JHMM
John Hancock Multifactor Mid C

ETFs
3.15K
+ 31.74%
$50.32 - $61.13 $158K - $192K
13.1K $798K
PGR
Progressive Corp

Financial Services
1.38K
+ 16.07%
$255.27 - $288.74 $351K - $397K
9.93K $2.65M
BSEP
Innovator U.S. Equity Buffer E

ETFs
3.97K
+ 28.02%
$38.32 - $45.16 $152K - $179K
18.1K $819K
USB
Us Bancorp \De\

Financial Services
2.91K
+ 9.23%
$36.4 - $45.76 $106K - $133K
34.4K $1.56M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.3K
+ 11.2%
$26.66 - $33.09 $115K - $142K
42.7K $1.41M
AGNC
Agnc Investment Corp.

Real Estate
25.5K
+ 116.08%
$8.12 - $9.49 $207K - $242K
47.5K $436K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
10.4K
+ 8.44%
$11.53 - $13.87 $120K - $144K
133K $1.85M
RPM
Rpm International Inc

Basic Materials
2.04K
New
$96.97 - $117.58 $198K - $240K
2.04K $223K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.3K
+ 2.02%
N/A
469K $11.1M
CME
Cme Group Inc.

Financial Services
714
+ 31.0%
$252.37 - $290.71 $180K - $208K
3.02K $831K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.46K
New
$51.36 - $62.5 $178K - $216K
3.46K $216K
ARMK
Aramark

Industrials
5.12K
New
$30.39 - $42.1 $156K - $216K
5.12K $214K
BSX
Boston Scientific Corp

Healthcare
1.17K
+ 8.93%
$89.7 - $107.41 $105K - $126K
14.3K $1.54M
FAST
Fastenal CO

Industrials
35.4K
+ 98.32%
$40.65 - $83.16 $1.44M - $2.94M
71.4K $3M
FFIV
F5, Inc.

Technology
705
New
$239.25 - $295.9 $169K - $209K
705 $207K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7.56K
New
$23.14 - $27.82 $175K - $210K
7.56K $206K
SE
Sea LTD

Consumer Cyclical
1.29K
New
$105.57 - $170.4 $136K - $219K
1.29K $205K
CMI
Cummins Inc

Industrials
36
+ 0.26%
$267.12 - $336.65 $9.62K - $12.1K
13.8K $4.52M
PSTG
Pure Storage, Inc.

Technology
662
+ 5.29%
$37.18 - $57.58 $24.6K - $38.1K
13.2K $758K
FRT
Federal Realty Investment Trust

Real Estate
2.15K
New
$83.56 - $99.08 $180K - $213K
2.15K $204K
ICLN
Ishares

ETFs
1.83K
+ 1.73%
$10.56 - $13.31 $19.4K - $24.4K
108K $1.42M
EQT
Eqt Corp

Energy
811
+ 2.53%
$46.11 - $60.44 $37.4K - $49K
32.8K $1.92M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
4.23K
+ 20.0%
$30.77 - $35.62 $130K - $151K
25.4K $904K
HII
Huntington Ingalls Industries, Inc.

Industrials
842
New
$183.31 - $241.46 $154K - $203K
842 $203K
VVV
Valvoline Inc

Energy
5.32K
New
$31.48 - $38.2 $168K - $203K
5.32K $201K
HSBC
Hsbc Holdings PLC

Financial Services
3.01K
+ 54.8%
$46.68 - $61.09 $140K - $184K
8.49K $516K
PSCD
Invesco S&P Smallcap Consumer

ETFs
2K
New
$80.05 - $101.44 $160K - $203K
2K $201K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.58K
New
$45.9 - $56.06 $164K - $201K
3.58K $200K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
631
+ 1.64%
$38.59 - $47.36 $24.4K - $29.9K
39.1K $1.85M
CTAS
Cintas Corp

Industrials
694
+ 28.15%
$190.11 - $227.66 $132K - $158K
3.16K $704K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.55K
+ 0.72%
$85.42 - $94.39 $133K - $146K
218K $20.5M
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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