Beacon Pointe Advisors, LLC Incresed Positions in Q1 2025

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.1K
+ 4.97%
$442.66 - $534.52 $6.7M - $8.09M
320K $170M
V
Visa Inc.

Financial Services
24.7K
+ 11.1%
$306.92 - $362.71 $7.58M - $8.96M
247K $86.7M
JNJ
Johnson & Johnson

Healthcare
47.6K
+ 17.7%
$142.06 - $167.7 $6.77M - $7.99M
317K $52.5M
PFE
Pfizer Inc

Healthcare
556K
+ 57.79%
$25.01 - $27.13 $13.9M - $15.1M
1.52M $38.4M
LLY
Eli Lilly & CO

Healthcare
9.5K
+ 13.59%
$725.72 - $929.72 $6.9M - $8.83M
79.4K $65.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
48.9K
+ 8.94%
$507.05 - $563.67 $24.8M - $27.6M
596K $306M
SUB
Ishares Short Term National Mu

ETFs
105K
+ 61.69%
$105.3 - $106.24 $11.1M - $11.2M
275K $29.1M
MUB
Ishares National Muni Bond ETF

ETFs
105K
+ 19.3%
$104.71 - $107.69 $11M - $11.3M
651K $68.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
118K
+ 930.89%
$77.7 - $78.94 $9.2M - $9.34M
131K $10.3M
UL
Unilever PLC

Consumer Defensive
151K
+ 118.47%
$54.72 - $60.29 $8.25M - $9.08M
278K $16.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
107K
+ 634.27%
$79.17 - $82.04 $8.48M - $8.79M
124K $10.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
127
+ 0.09%
$275.89 - $345.24 $35K - $43.8K
140K $48.5M
ET
Energy Transfer LP

Energy
504K
+ 38.55%
$17.26 - $21.08 $8.7M - $10.6M
1.81M $33.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
141K
+ 504.04%
$51.39 - $57.43 $7.24M - $8.09M
169K $9.36M
HSY
Hershey CO

Consumer Defensive
45.5K
+ 271.48%
$144.74 - $186.36 $6.58M - $8.47M
62.2K $10.6M
MDT
Medtronic PLC

Healthcare
81.3K
+ 399.25%
$79.84 - $94.5 $6.49M - $7.68M
102K $9.13M
DIS
Walt Disney CO

Communication Services
101K
+ 47.34%
$96.87 - $114.0 $9.8M - $11.5M
315K $31.1M
SQ
Block, Inc.

Technology
124K
+ 3592.73%
$54.04 - $92.95 $6.7M - $11.5M
127K $7.29M
PG
Procter & Gamble CO

Consumer Defensive
34.4K
+ 9.96%
$158.56 - $176.26 $5.46M - $6.07M
380K $64.8M
NKE
Nike, Inc.

Consumer Cyclical
122K
+ 115.8%
$63.29 - $81.72 $7.71M - $9.96M
227K $14.4M
IBM
International Business Machines Corp

Technology
253
+ 0.12%
$217.4 - $264.74 $55K - $67K
213K $52.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
180K
+ 709.0%
$31.3 - $34.5 $5.63M - $6.21M
205K $6.65M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
+ 350.0%
$663000.0 - $801950.0 $4.64M - $5.61M
9 $7.19M
NVO
Novo Nordisk A S

Healthcare
90.3K
+ 238.15%
$69.3 - $90.95 $6.25M - $8.21M
128K $8.9M
XOM
Exxon Mobil Corp

Energy
1.8K
+ 0.39%
$105.44 - $118.93 $190K - $214K
460K $54.7M
GD
General Dynamics Corp

Industrials
19.4K
+ 321.71%
$241.94 - $272.58 $4.7M - $5.3M
25.5K $6.94M
PM
Philip Morris International Inc.

Consumer Defensive
3.93K
+ 3.27%
$117.15 - $158.79 $460K - $624K
124K $19.7M
CINF
Cincinnati Financial Corp

Financial Services
35.2K
+ 1478.63%
$133.67 - $147.81 $4.71M - $5.21M
37.6K $5.55M
ABNB
Airbnb, Inc.

Consumer Cyclical
45K
+ 195.96%
$119.38 - $161.42 $5.38M - $7.27M
68K $8.13M
ABT
Abbott Laboratories

Healthcare
5.62K
+ 2.58%
$111.1 - $140.22 $624K - $787K
223K $29.6M
AMGN
Amgen Inc

Healthcare
547
+ 0.59%
$258.59 - $327.36 $141K - $179K
92.7K $28.9M
LYB
Lyondell Basell Industries N.V.

Basic Materials
66.1K
+ 595.35%
$69.82 - $78.67 $4.62M - $5.2M
77.2K $5.44M
SBUX
Starbucks Corp

Consumer Cyclical
38.9K
+ 45.36%
$91.75 - $115.81 $3.57M - $4.51M
125K $12.2M
AVLV
American Centy ETF Tr Avantis
70K
+ 60.23%
$63.51 - $70.42 $4.45M - $4.93M
186K $12.1M
CNC
Centene Corp

Healthcare
69.5K
+ 544.28%
$55.93 - $65.89 $3.89M - $4.58M
82.3K $4.99M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
42.8K
+ 918.36%
$93.32 - $95.35 $3.99M - $4.08M
47.4K $4.44M
VLO
Valero Energy Corp

Energy
24.2K
+ 52.96%
$121.76 - $142.99 $2.95M - $3.46M
70K $9.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.9K
+ 1.97%
$95.85 - $99.25 $1.71M - $1.78M
927K $91.7M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
60.4K
+ 10.17%
$31.43 - $34.08 $1.9M - $2.06M
655K $22.3M
UBER
Uber Technologies, Inc

Technology
23.4K
+ 17.97%
$63.17 - $81.49 $1.48M - $1.91M
153K $11.2M
ASML
Asml Holding Nv

Technology
4.99K
+ 332.14%
$662.63 - $776.99 $3.31M - $3.88M
6.5K $4.3M
UPS
United Parcel Service Inc

Industrials
34K
+ 81.27%
$109.66 - $136.26 $3.72M - $4.63M
75.8K $8.33M
OKTA
Okta, Inc.

Technology
10.8K
+ 18.31%
$78.83 - $116.72 $850K - $1.26M
69.7K $7.33M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
29.1K
+ 3.94%
$41.61 - $44.72 $1.21M - $1.3M
769K $33.3M
CI
Cigna Corp

Healthcare
2.05K
+ 5.5%
$274.49 - $329.0 $562K - $673K
39.2K $12.9M
DEO
Diageo PLC

Consumer Defensive
27K
+ 215.75%
$104.79 - $126.12 $2.83M - $3.41M
39.5K $4.14M
AWK
American Water Works Company, Inc.

Utilities
9.71K
+ 21.77%
$121.01 - $149.31 $1.18M - $1.45M
54.3K $8.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
45.4K
+ 11.5%
$56.17 - $59.71 $2.55M - $2.71M
440K $25.1M
SPYG
Spdr Portfolio

ETFs
35.5K
+ 61.82%
$80.05 - $92.39 $2.85M - $3.28M
93K $7.48M
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email