Beacon Pointe Advisors, LLC Purchases in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.06%
$86.65 - $94.9 $260 - $285
5.45K $473K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
295
+ 1.47%
$10.26 - $10.82 $3.03K - $3.19K
20.4K $211K
EXC
Exelon Corp

Utilities
821
+ 6.78%
$36.22 - $40.97 $29.7K - $33.6K
12.9K $486K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
6
+ 0.02%
$23.48 - $23.73 $141 - $142
31.4K $739K
UA
Under Armour Inc Cl C

Consumer Cyclical
1.31K
+ 7.56%
$7.37 - $9.94 $9.68K - $13.1K
18.7K $139K
MEAR
Blackrock Short Maturity Munic

ETFs
11
+ 0.05%
$49.94 - $50.28 $549 - $553
21K $1.05M
PVAL
Putnam ETF Tr Putnam Focused L
36
+ 0.39%
$36.85 - $39.99 $1.33K - $1.44K
9.37K $347K
OHI
Omega Healthcare Investors Inc

Real Estate
254
+ 3.88%
$37.51 - $42.56 $9.53K - $10.8K
6.8K $257K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
2
+ 0.04%
$43.36 - $48.87 $86.7 - $97.7
5.41K $239K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
346
+ 5.59%
$99.2 - $108.47 $34.3K - $37.5K
6.54K $651K
HAS
Hasbro, Inc.

Consumer Cyclical
676
+ 22.82%
$55.71 - $72.94 $37.7K - $49.3K
3.64K $203K
HLN
Haleon PLC

Healthcare
386
+ 2.61%
$9.23 - $10.71 $3.56K - $4.13K
15.2K $144K
DKNG
Draft Kings Inc.

Consumer Cyclical
203
+ 1.93%
$35.32 - $44.84 $7.17K - $9.1K
10.7K $398K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
262
+ 1.17%
$13.32 - $14.3 $3.49K - $3.75K
22.6K $303K
PMF
Pimco Municipal Income Fund

Financial Services
153
+ 1.31%
$8.88 - $10.38 $1.36K - $1.59K
11.8K $106K
SYLD
Cambria Shareholder Yld ETF

ETFs
201
+ 2.74%
$68.06 - $76.27 $13.7K - $15.3K
7.53K $515K
ALC
Alcon Inc

Healthcare
321
+ 10.81%
$83.87 - $99.15 $26.9K - $31.8K
3.29K $279K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
706
+ 5.31%
$40.41 - $45.12 $28.5K - $31.9K
14K $566K
ALLE
Allegion PLC

Industrials
70
+ 3.8%
$130.63 - $153.36 $9.14K - $10.7K
1.91K $249K
MTG
Mgic Investment Corp

Financial Services
148
+ 1.2%
$23.32 - $26.4 $3.45K - $3.91K
12.5K $296K
SYY
Sysco Corp

Consumer Defensive
137
+ 0.69%
$73.63 - $81.77 $10.1K - $11.2K
20K $1.53M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.1K
+ 100.0%
$24.19 - $50.58 $244K - $511K
20.2K $490K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.23%
$1124.26 - $1344.96 $1.12K - $1.34K
427 $538K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.02%
$134.53 - $150.65 $135 - $151
6.07K $821K
EEMV
Ishares Msci Emerging Markets

ETFs
70
+ 1.05%
$57.85 - $63.11 $4.05K - $4.42K
6.72K $389K
REET
Ishares Global Reit ETF

ETFs
1K
+ 5.37%
$23.43 - $26.54 $23.4K - $26.5K
19.6K $470K
OTIS
Otis Worldwide Corp

Industrials
1.43K
+ 10.13%
$92.57 - $106.01 $132K - $151K
15.5K $1.44M
IEO
Ishares Tr

ETFs
50
+ 0.25%
$85.22 - $101.77 $4.26K - $5.09K
19.7K $1.76M
CCOR
Listed Fds Tr Core Alternative

ETFs
1.51K
+ 3.79%
$25.48 - $27.57 $38.5K - $41.7K
41.4K $1.06M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
114
+ 0.78%
$91.94 - $100.02 $10.5K - $11.4K
14.8K $1.37M
VT
Vanguard Total World Stk Index

ETFs
755
+ 1.39%
$117.09 - $123.07 $88.4K - $92.9K
55.2K $6.49M
BIIB
Biogen Inc.

Healthcare
149
+ 10.73%
$146.47 - $191.55 $21.8K - $28.5K
1.54K $235K
INTF
Ishares Tr

ETFs
5
+ 0.04%
$28.54 - $31.26 $143 - $156
12.8K $367K
FBT
First Trust Nyse Arca Biotechn

ETFs
1
+ 0.02%
$161.65 - $178.69 $162 - $179
6.15K $1.02M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
315
+ 4.0%
$53.86 - $60.27 $17K - $19K
8.2K $442K
IXJ
Ishares Global Healthcare ETF

ETFs
50
+ 1.34%
$85.65 - $98.34 $4.28K - $4.92K
3.79K $325K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.07K
+ 5.67%
$33.93 - $38.37 $36.4K - $41.1K
20K $686K
VPU
Vanguard Utilities ETF

ETFs
325
+ 3.62%
$160.52 - $179.11 $52.2K - $58.2K
9.31K $1.52M
AVDV
American Centy ETF Tr Avantis

ETFs
22
+ 0.27%
$63.85 - $70.4 $1.4K - $1.55K
8.17K $531K
BAX
Baxter International Inc

Healthcare
2.13K
+ 17.43%
$28.63 - $37.84 $61K - $80.6K
14.4K $418K
VDC
Vanguard Consumer Staples ETF

ETFs
71
+ 0.8%
$210.96 - $223.62 $15K - $15.9K
8.9K $1.88M
HL
Hecla Mining CO

Basic Materials
1
+ 0.0%
$4.86 - $7.53 $4.86 - $7.53
27.8K $136K
GPC
Genuine Parts CO

Consumer Cyclical
17
+ 0.76%
$113.11 - $143.63 $1.92K - $2.44K
2.27K $264K
EIX
Edison International

Utilities
875
+ 4.87%
$77.93 - $88.36 $68.2K - $77.3K
18.8K $1.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.8K
+ 6.6%
$50.06 - $55.0 $240K - $264K
77.6K $3.89M
IHE
Ishares Tr

ETFs
409
+ 2.04%
$65.15 - $71.86 $26.6K - $29.4K
20.5K $1.35M
ES
Eversource Energy

Utilities
291
+ 3.51%
$55.9 - $67.73 $16.3K - $19.7K
8.57K $492K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
561
+ 9.68%
$82.28 - $117.52 $46.2K - $65.9K
6.35K $538K
STX
Seagate Technology Holdings PLC

Technology
687
+ 10.82%
$86.31 - $112.64 $59.3K - $77.4K
7.04K $607K
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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