Beacon Pointe Advisors, LLC Incresed Positions in Q2 2025

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43.6K
+ 7.32%
$456.74 - $568.03 $19.9M - $24.8M
639K $363M
META
Meta Platforms, Inc.

Communication Services
11.4K
+ 9.51%
$484.66 - $738.09 $5.54M - $8.44M
132K $97.2M
AVGO
Broadcom Inc.

Technology
953
+ 0.38%
$146.29 - $275.65 $139K - $263K
253K $69.8M
VUG
Vanguard Growth ETF

ETFs
12.2K
+ 3.92%
$329.49 - $438.4 $4.04M - $5.37M
325K $142M
AMZN
Amazon Com Inc

Consumer Cyclical
21.9K
+ 3.99%
$167.32 - $223.3 $3.66M - $4.89M
571K $125M
VGSH
Vanguard

ETFs
323K
+ 58.21%
$58.32 - $58.95 $18.9M - $19.1M
879K $51.6M
JPM
Jpmorgan Chase & CO

Financial Services
968
+ 0.26%
$210.28 - $289.91 $204K - $281K
378K $110M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.22K
+ 0.23%
$22.27 - $29.21 $183K - $240K
3.65M $107M
SCHX
Schwab Strategic Tr Us Large C

ETFs
52.3K
+ 0.87%
$19.6 - $24.44 $1.03M - $1.28M
6.04M $148M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.18K
+ 1.02%
$320.42 - $424.58 $699K - $926K
217K $92.1M
VTI
Vanguard Total Stock Market Et

ETFs
5.83K
+ 1.85%
$243.75 - $303.93 $1.42M - $1.77M
322K $97.9M
SNOW
Snowflake Inc.

Technology
4.52K
+ 3.94%
$130.53 - $223.77 $589K - $1.01M
119K $26.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
274K
+ 18.42%
$17.76 - $22.1 $4.86M - $6.05M
1.76M $38.9M
DDS
Dillard'S, Inc.

Consumer Cyclical
3
+ 0.0%
$294.77 - $422.75 $884 - $1.27K
153K $63.8M
EFG
Msci Eafe Growth ETF

ETFs
22.7K
+ 4.85%
$89.8 - $112.0 $2.04M - $2.54M
490K $54.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
159K
+ 1249.34%
$50.34 - $51.86 $7.99M - $8.23M
171K $8.8M
VEA
Vanguard Ftse Developed Market

ETFs
11.8K
+ 1.04%
$45.65 - $57.01 $538K - $672K
1.15M $65.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
143K
+ 911.57%
$51.68 - $52.76 $7.38M - $7.54M
159K $8.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
73.4K
+ 7.92%
$96.84 - $99.46 $7.11M - $7.3M
1M $99.2M
PANW
Palo Alto Networks Inc

Technology
4.17K
+ 2.12%
$152.44 - $204.64 $635K - $853K
200K $41M
TSLA
Tesla, Inc.

Consumer Cyclical
8.83K
+ 14.33%
$221.86 - $362.89 $1.96M - $3.2M
70.4K $22.4M
NFLX
Netflix Inc

Communication Services
582
+ 4.25%
$855.86 - $1339.13 $498K - $779K
14.3K $19.1M
CAT
Caterpillar Inc

Industrials
2.9K
+ 3.54%
$273.94 - $388.21 $794K - $1.13M
84.9K $32.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.41K
+ 4.53%
$321.63 - $509.31 $453K - $717K
32.5K $16.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
243
+ 0.09%
$82.96 - $110.1 $20.2K - $26.8K
280K $30.8M
UBER
Uber Technologies, Inc

Technology
18.4K
+ 11.96%
$64.62 - $93.3 $1.19M - $1.71M
172K $16M
IEFA
Ishares Tr

ETFs
8.33K
+ 1.72%
$67.83 - $84.09 $565K - $700K
492K $41.1M
GOOG
Alphabet Inc.

Communication Services
3.61K
+ 2.01%
$146.58 - $180.01 $529K - $649K
183K $32.4M
AXP
American Express CO

Financial Services
1.36K
+ 1.79%
$231.39 - $318.98 $315K - $435K
77.6K $24.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.07K
+ 0.92%
$272.36 - $339.57 $290K - $362K
116K $39.6M
FTNT
Fortinet, Inc.

Technology
3.99K
+ 1.1%
$84.71 - $108.69 $338K - $434K
367K $38.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.2K
+ 2.72%
$216.28 - $284.39 $476K - $626K
83.1K $23.6M
WFC
Wells Fargo & Company

Financial Services
5.6K
+ 1.4%
$60.98 - $80.12 $341K - $449K
405K $32.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
85.7K
+ 8.77%
$23.55 - $27.67 $2.02M - $2.37M
1.06M $29.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
42.5K
+ 3.42%
$72.02 - $73.82 $3.06M - $3.13M
1.29M $94.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.5K
+ 0.85%
$22.92 - $28.05 $310K - $380K
1.61M $45.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
30.6K
+ 3.5%
$29.36 - $35.56 $898K - $1.09M
905K $32.2M
VB
Vanguard Small Cap ETF

ETFs
9.64K
+ 16.47%
$193.73 - $237.37 $1.87M - $2.29M
68.2K $16.2M
BAC
Bank Of America Corp

Financial Services
9.85K
+ 2.07%
$34.39 - $47.46 $339K - $468K
486K $23M
VCIT
Vanguard Intermediate Term Cor

ETFs
34.5K
+ 27.81%
$79.56 - $82.92 $2.74M - $2.86M
159K $13.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36.7K
+ 28.02%
$77.94 - $79.5 $2.86M - $2.92M
168K $13.3M
ABT
Abbott Laboratories

Healthcare
16K
+ 7.18%
$123.95 - $138.08 $1.99M - $2.22M
239K $32.6M
XLI
Industrial Sector Spdr

ETFs
16.3K
+ 53.2%
$116.42 - $147.52 $1.9M - $2.41M
47K $6.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 4.56%
$39.89 - $49.46 $820K - $1.02M
471K $23.3M
GE
General Electric CO

Industrials
310
+ 0.64%
$166.81 - $257.39 $51.7K - $79.8K
48.4K $12.5M
CSCO
Cisco Systems, Inc.

Technology
42
+ 0.01%
$53.19 - $69.38 $2.23K - $2.91K
360K $25M
FBNC
First Bancorp

Financial Services
58.3K
+ 158.96%
$36.02 - $44.09 $2.1M - $2.57M
95K $4.19M
SUB
Ishares Short Term National Mu

ETFs
23.4K
+ 8.49%
$104.77 - $106.34 $2.45M - $2.49M
299K $31.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.52K
+ 1.29%
$53.65 - $67.02 $243K - $303K
354K $23.7M
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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