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
DUK
Duke Energy Corp

Utilities
1.62K
+ 3.11%
$112.46 - $124.05 $182K - $201K
53.8K $6.35M
TTC
Toro CO

Industrials
14
+ 0.17%
$63.51 - $77.8 $889 - $1.09K
8.27K $584K
BRCC
Brc Inc.

Consumer Defensive
5.3K
+ 18.1%
$1.24 - $2.37 $6.57K - $12.6K
34.6K $45K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
227
+ 1.22%
$68.13 - $74.77 $15.5K - $17K
18.9K $1.37M
EXPD
Expeditors International Of Washington Inc

Industrials
228
+ 2.95%
$102.84 - $122.24 $23.4K - $27.9K
7.97K $910K
IYE
Ishares Tr

ETFs
1
+ 0.02%
$40.36 - $49.67 $40.4 - $49.7
4.89K $221K
FCPT
Four Corners Property Trust, Inc.

Real Estate
5
+ 0.04%
$26.06 - $28.7 $130 - $144
12K $321K
ITB
Ishares Tr

ETFs
26
+ 0.21%
$85.52 - $96.61 $2.22K - $2.51K
12.2K $1.14M
EXPI
Exp World Holdings, Inc.

Real Estate
1.4K
+ 2.39%
$7.46 - $9.89 $10.4K - $13.8K
59.9K $544K
PRU
Prudential Financial Inc

Financial Services
44
+ 0.56%
$95.12 - $112.71 $4.19K - $4.96K
7.93K $851K
HES
Hess Corp

Energy
176
+ 6.45%
$126.32 - $161.29 $22.2K - $28.4K
2.9K $402K
SJM
J M Smucker CO

Consumer Defensive
24
+ 1.03%
$94.41 - $118.52 $2.27K - $2.84K
2.36K $231K
RLI
Rli Corp

Financial Services
2
+ 0.04%
$71.27 - $80.82 $143 - $162
5.6K $404K
HPQ
Hp Inc

Technology
1.24K
+ 4.93%
$21.88 - $29.32 $27.1K - $36.3K
26.3K $644K
FANG
Diamondback Energy, Inc.

Energy
430
+ 8.6%
$119.25 - $161.49 $51.3K - $69.4K
5.43K $746K
JJSF
J&J Snack Foods Corp

Consumer Defensive
11
+ 0.37%
$111.46 - $136.93 $1.23K - $1.51K
3.01K $341K
TAL
Tal Education Group

Consumer Defensive
140
+ 0.73%
$8.73 - $13.71 $1.22K - $1.92K
19.4K $198K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.23K
+ 1353.91%
$87.84 - $1441.89 $547K - $8.98M
6.69K $602K
SHEL
Shell PLC

Energy
399
+ 1.14%
$59.75 - $73.05 $23.8K - $29.1K
35.4K $2.5M
GPN
Global Payments Inc

Industrials
38
+ 0.88%
$67.47 - $99.6 $2.56K - $3.78K
4.36K $349K
AEP
American Electric Power CO Inc

Utilities
264
+ 1.37%
$98.59 - $109.11 $26K - $28.8K
19.6K $2.03M
MLPA
Global X Mlp ETF

ETFs
1.78K
+ 3.09%
$46.47 - $54.16 $82.5K - $96.2K
59.3K $2.98M
CNC
Centene Corp

Healthcare
8.15K
+ 9.9%
$53.4 - $64.29 $435K - $524K
90.4K $4.91M
UPS
United Parcel Service Inc

Industrials
5.88K
+ 7.76%
$91.92 - $110.2 $540K - $648K
81.6K $8.24M
IHE
Ishares Tr

ETFs
100
+ 0.5%
$61.0 - $68.22 $6.1K - $6.82K
20K $1.31M
ROP
Roper Technologies Inc

Industrials
413
+ 2.83%
$519.19 - $590.78 $214K - $244K
15K $8.52M
AWK
American Water Works Company, Inc.

Utilities
2.52K
+ 4.64%
$133.82 - $151.96 $337K - $383K
56.9K $7.91M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
207
+ 1.27%
$41.37 - $53.28 $8.56K - $11K
16.5K $739K
EOG
Eog Resources Inc

Energy
2.08K
+ 4.62%
$104.61 - $129.97 $218K - $271K
47.2K $5.64M
WY
Weyerhaeuser CO

Real Estate
279
+ 0.67%
$24.69 - $29.48 $6.89K - $8.22K
41.9K $1.08M
HESM
Hess Midstream LP

Energy
2K
+ 3.03%
$35.23 - $42.89 $70.4K - $85.7K
68K $2.62M
BDX
Becton Dickinson & CO

Healthcare
5
+ 0.16%
$165.15 - $226.42 $826 - $1.13K
3.09K $531K
BSM
Black Stone Minerals, L.P.

Energy
125
+ 0.13%
$12.78 - $15.36 $1.6K - $1.92K
99.9K $1.31M
HSY
Hershey CO

Consumer Defensive
465
+ 0.75%
$151.29 - $173.13 $70.3K - $80.5K
62.7K $10.4M
BXSL
Blackstone Secured Lending Fund

Financial Services
2.86K
+ 1.39%
$26.88 - $32.74 $76.7K - $93.5K
208K $6.4M
CL
Colgate Palmolive CO

Consumer Defensive
1.35K
+ 1.0%
$87.57 - $96.0 $118K - $130K
136K $12.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
61.7K
+ 4.72%
$24.32 - $27.87 $1.5M - $1.72M
1.37M $36.3M
CLX
Clorox CO

Consumer Defensive
595
+ 4.07%
$118.01 - $148.69 $70.2K - $88.5K
15.2K $1.83M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.52K
+ 574.84%
$105.72 - $1416.0 $372K - $4.98M
4.13K $461K
CB
Chubb LTD

Financial Services
363
+ 0.86%
$274.32 - $302.46 $99.6K - $110K
42.7K $12.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.36K
+ 10.82%
$53.23 - $70.65 $445K - $590K
85.6K $4.95M
TPL
Texas Pacific Land Corp

Energy
28
+ 0.62%
$1036.28 - $1430.55 $29K - $40.1K
4.57K $4.82M
IP
International Paper CO

Consumer Cyclical
133
+ 0.06%
$43.89 - $54.46 $5.84K - $7.24K
205K $9.62M
ABBV
Abb Vie Inc.

Healthcare
4.17K
+ 3.38%
$170.16 - $206.27 $709K - $860K
127K $23.6M
MRK
Merck & Co., Inc.

Healthcare
7.37K
+ 2.65%
$73.47 - $87.12 $541K - $642K
286K $22.6M
CVX
Chevron Corp

Energy
41.1K
+ 9.97%
$133.73 - $168.51 $5.49M - $6.92M
453K $64.9M
XOM
Exxon Mobil Corp

Energy
3.46K
+ 0.75%
$99.93 - $119.04 $346K - $412K
464K $50M
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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