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
DHR
Danaher Corp

Healthcare
2.35K
+ 14.17%
$201.62 - $250.59 $474K - $589K
18.9K $3.88M
HIG
Hartford Financial Services Group, Inc.

Financial Services
12
+ 0.24%
$106.31 - $123.73 $1.28K - $1.48K
4.99K $617K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
5.39K
+ 22.29%
$14.03 - $14.65 $75.7K - $79K
29.6K $418K
VMC
Vulcan Materials CO

Basic Materials
416
+ 37.48%
$220.9 - $277.54 $91.9K - $115K
1.53K $356K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.08K
+ 13.26%
$113.22 - $126.36 $122K - $136K
9.21K $1.06M
NNN
National Retail Properties, Inc.

Real Estate
836
+ 4.63%
$38.0 - $43.19 $31.8K - $36.1K
18.9K $805K
CRWS
Crown Crafts Inc

Consumer Cyclical
13.6K
New
N/A
13.6K $67K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 4.4%
$20.82 - $22.08 $52.7K - $55.9K
60.1K $1.29M
MET
Metlife Inc

Financial Services
1.1K
+ 7.93%
$77.7 - $87.0 $85.3K - $95.5K
14.9K $1.2M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
58
+ 0.36%
$42.3 - $53.69 $2.45K - $3.11K
16.3K $849K
DHS
Wisdomtree Tr U.S

ETFs
395
+ 8.88%
$91.55 - $99.74 $36.2K - $39.4K
4.85K $480K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
65
+ 0.27%
$17.15 - $21.07 $1.11K - $1.37K
24.4K $487K
RWO
Spdr Dow Jones Global Real Est

ETFs
147
+ 0.2%
$41.41 - $45.24 $6.09K - $6.65K
75.3K $3.29M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
753
+ 10.61%
$119.84 - $136.1 $90.2K - $102K
7.85K $948K
TTWO
Take Two Interactive Software Inc

Communication Services
100
+ 5.65%
$178.61 - $217.95 $17.9K - $21.8K
1.87K $387K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.38K
+ 1.73%
$9.47 - $11.46 $32K - $38.7K
199K $2.14M
ING
Ing Groep Nv

Financial Services
517
+ 4.07%
$15.51 - $20.74 $8.02K - $10.7K
13.2K $258K
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.05K
+ 4.05%
$35.21 - $37.69 $213K - $228K
155K $5.54M
IBMP
Ishares Tr Ibonds December 202

ETFs
2.21K
+ 6.97%
$25.1 - $25.34 $55.5K - $56K
33.9K $857K
HDV
Ishares Core High Dividend ETF

ETFs
121
+ 2.39%
$110.86 - $121.12 $13.4K - $14.7K
5.18K $627K
MPC
Marathon Petroleum Corp

Energy
139
+ 2.22%
$134.72 - $159.03 $18.7K - $22.1K
6.41K $933K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.81K
+ 33.2%
$14.93 - $16.85 $71.8K - $81K
19.3K $291K
ABC
Amerisourcebergen Corp

Healthcare
294
+ 19.73%
N/A
1.78K $330K
KLAC
Kla Corp

Technology
51
+ 13.28%
$636.62 - $777.63 $32.5K - $39.7K
435 $295K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 9.92%
$94.5 - $110.71 $130K - $153K
15.3K $1.47M
CLNE
Clean Energy Fuels Corp.

Energy
34.5K
New
$1.55 - $3.57 $53.5K - $123K
34.5K $53K
NTAP
Net App, Inc.

Technology
17.5K
+ 33.27%
$87.84 - $126.3 $1.54M - $2.21M
70.1K $6.16M
NTRA
Natera, Inc.

Healthcare
824
+ 21.29%
$132.63 - $177.0 $109K - $146K
4.69K $663K
FDL
First Tr Morningstar Dividend

ETFs
723
+ 11.78%
$39.69 - $43.83 $28.7K - $31.7K
6.86K $297K
WY
Weyerhaeuser CO

Real Estate
40
+ 0.1%
$27.29 - $31.39 $1.09K - $1.26K
41.6K $1.22M
ROL
Rollins Inc

Consumer Cyclical
19
+ 0.32%
$45.65 - $54.03 $867 - $1.03K
5.88K $317K
ES
Eversource Energy

Utilities
83
+ 0.97%
$55.63 - $63.8 $4.62K - $5.3K
8.65K $537K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.83K
+ 27.5%
$10.61 - $16.49 $51.2K - $79.6K
22.4K $278K
ACGL
Arch Capital Group Ltd.

Financial Services
93
+ 0.98%
$88.13 - $96.94 $8.2K - $9.02K
9.55K $918K
VEEV
Veeva Systems Inc

Healthcare
79
+ 6.36%
$210.58 - $246.8 $16.6K - $19.5K
1.32K $306K
GWW
W.W. Grainger, Inc.

Industrials
66
+ 20.63%
$953.54 - $1132.42 $62.9K - $74.7K
386 $381K
AEE
Ameren Corp

Utilities
4
+ 0.11%
$86.87 - $103.67 $347 - $415
3.6K $361K
ACI
Albertsons Companies, Inc.

Consumer Defensive
329
+ 2.24%
$19.58 - $22.02 $6.44K - $7.24K
15K $329K
LUMN
Lumen Technologies, Inc.

Communication Services
10.1K
New
$3.92 - $5.92 $39.7K - $59.9K
10.1K $39K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
275
+ 5.98%
$96.74 - $101.36 $26.6K - $27.9K
4.87K $488K
STT
State Street Corp

Financial Services
648
+ 30.07%
$84.47 - $102.23 $54.7K - $66.2K
2.8K $250K
IYF
Ishares Tr

ETFs
205
+ 3.18%
$107.69 - $119.37 $22.1K - $24.5K
6.65K $750K
CRK
Comstock Resources Inc

Energy
151
+ 0.93%
$16.92 - $21.52 $2.55K - $3.25K
16.4K $334K
ADSK
Autodesk, Inc.

Technology
154
+ 3.89%
N/A
4.12K $1.01M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.15K
+ 15.27%
$62.77 - $71.4 $72.1K - $82K
8.68K $553K
LNT
Alliant Energy Corp

Utilities
25
+ 0.38%
$56.66 - $66.04 $1.42K - $1.65K
6.55K $421K
HUM
Humana Inc

Healthcare
88
+ 7.66%
$249.11 - $303.11 $21.9K - $26.7K
1.24K $327K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.89K
+ 10.84%
$168.84 - $202.89 $320K - $384K
19.4K $3.41M
CHD
Church & Dwight CO Inc

Consumer Defensive
39
+ 0.72%
$101.42 - $113.2 $3.96K - $4.41K
5.44K $599K
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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