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
GS
Goldman Sachs Group Inc

Financial Services
508
+ 3.95%
$524.81 - $672.19 $267K - $341K
13.4K $7.3M
SRE
Sempra Energy

Utilities
1.53K
+ 14.19%
$67.85 - $87.67 $104K - $134K
12.3K $876K
IJK
Ishares S&P Midcap 400 Growth

ETFs
53
+ 0.55%
$81.62 - $96.63 $4.33K - $5.12K
9.71K $808K
CEG
Constellation Energy Corp

Utilities
56
+ 1.43%
$201.63 - $347.44 $11.3K - $19.5K
3.97K $800K
IP
International Paper CO

Consumer Cyclical
210
+ 0.1%
$49.38 - $60.09 $10.4K - $12.6K
205K $11M
CIEN
Ciena Corp

Technology
272
+ 6.38%
$60.43 - $98.18 $16.4K - $26.7K
4.54K $274K
POWL
Powell Industries Inc

Industrials
1K
+ 19.94%
$155.56 - $311.38 $156K - $312K
6.03K $1.03M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17
+ 0.1%
$408.78 - $448.82 $6.95K - $7.63K
17.7K $7.41M
CCJ
Cameco Corp

Energy
248
+ 2.1%
$40.64 - $56.86 $10.1K - $14.1K
12.1K $496K
IGM
Ishares Expanded Tech Sector E

ETFs
164
+ 1.49%
$90.67 - $108.46 $14.9K - $17.8K
11.2K $1.02M
MEDP
Medpace Holdings, Inc.

Healthcare
299
+ 3.93%
$304.69 - $360.97 $91.1K - $108K
7.91K $2.41M
PPG
Ppg Industries Inc

Basic Materials
320
+ 2.05%
$107.44 - $124.29 $34.4K - $39.8K
15.9K $1.74M
IWN
Ishares Russell2000 Val ETF

ETFs
478
+ 3.23%
$149.27 - $169.4 $71.4K - $81K
15.3K $2.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7
+ 0.04%
$168.16 - $186.21 $1.18K - $1.3K
17.8K $3.04M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
36
+ 0.58%
$59.37 - $95.63 $2.14K - $3.44K
6.24K $400K
EQIX
Equinix Inc

Real Estate
12
+ 1.08%
$803.0 - $959.97 $9.64K - $11.5K
1.12K $914K
WMT
Walmart Inc.

Consumer Defensive
11.8K
+ 2.59%
$84.5 - $105.05 $996K - $1.24M
468K $41.1M
FDN
First Tr Fd Dow Jones

ETFs
47
+ 0.61%
$221.38 - $266.86 $10.4K - $12.5K
7.7K $1.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
321
+ 0.59%
$64.88 - $72.1 $20.8K - $23.1K
55K $3.62M
TTD
Trade Desk, Inc.

Technology
939
+ 28.12%
$53.59 - $126.58 $50.3K - $119K
4.28K $234K
JXN
Jackson Financial Inc.

Financial Services
513
+ 0.83%
$79.36 - $97.88 $40.7K - $50.2K
62.1K $5.2M
KKR
Kkr & Co. Inc.

Financial Services
1.1K
+ 12.05%
$108.17 - $167.07 $118K - $183K
10.2K $1.18M
CARR
Carrier Global Corp

Industrials
375
+ 0.92%
$62.07 - $70.55 $23.3K - $26.5K
41.1K $2.61M
CBL
Cbl & Associates Properties Inc

Real Estate
3.66K
+ 3.71%
$26.43 - $33.02 $96.8K - $121K
102K $2.72M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
4
+ 0.13%
$63.82 - $127.89 $255 - $512
3.19K $203K
GM
General Motors CO

Consumer Cyclical
1.39K
+ 3.26%
$45.22 - $54.92 $62.7K - $76.2K
43.9K $2.07M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.25K
+ 5.82%
$77.67 - $90.15 $330K - $383K
77.3K $6.05M
APO
Apollo Global Management, Inc.

Financial Services
11
+ 0.13%
$126.01 - $172.06 $1.39K - $1.89K
8.63K $1.18M
IGV
Ishares Expanded Tech Software

ETFs
291
+ 1.19%
$88.3 - $107.83 $25.7K - $31.4K
24.7K $2.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.31K
+ 14.34%
$314.47 - $431.35 $727K - $998K
18.4K $6.76M
FDX
Fedex Corp

Industrials
1.68K
+ 9.34%
$230.33 - $281.53 $387K - $473K
19.7K $4.79M
EIX
Edison International

Utilities
1.95K
+ 10.36%
$50.06 - $80.01 $97.7K - $156K
20.8K $1.22M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
874
+ 2.41%
$62.43 - $84.12 $54.6K - $73.5K
37.2K $2.42M
PH
Parker Hannifin Corp

Industrials
235
+ 1.48%
$591.65 - $707.05 $139K - $166K
16.1K $9.79M
AI
C3.Ai, Inc.

Technology
586
+ 2.35%
$20.92 - $36.93 $12.3K - $21.6K
25.5K $537K
SOXX
Ishares Semiconductor ETF

ETFs
801
+ 4.61%
$188.17 - $235.81 $151K - $189K
18.2K $3.42M
CSX
Csx Corp

Industrials
59
+ 0.05%
$29.11 - $33.67 $1.72K - $1.99K
124K $3.64M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14.5K
+ 6.28%
$58.81 - $68.2 $855K - $992K
246K $14.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
941
+ 1.18%
$237.72 - $276.98 $224K - $261K
80.9K $19.8M
HPE
Hewlett Packard Enterprise CO

Technology
69.6K
+ 25.61%
$14.77 - $24.42 $1.03M - $1.7M
341K $5.27M
EXPE
Expedia Group, Inc.

Consumer Cyclical
837
+ 2.08%
$157.11 - $206.52 $132K - $173K
41.1K $6.9M
MRVL
Marvell Technology, Inc.

Technology
2.81K
+ 13.62%
$61.57 - $126.06 $173K - $354K
23.4K $1.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.05K
+ 1.13%
$47.79 - $59.89 $50.2K - $62.9K
94.2K $4.73M
ETN
Eaton Corp PLC

Industrials
384
+ 2.28%
$271.83 - $371.23 $104K - $143K
17.3K $4.69M
NOW
Service Now, Inc.

Technology
503
+ 9.35%
$783.83 - $1170.39 $394K - $589K
5.88K $4.68M
IWM
Ishares Russell 2000 ETF

ETFs
3.16K
+ 4.08%
$198.1 - $229.79 $627K - $727K
80.7K $16.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.7K
+ 0.75%
$120.29 - $134.6 $205K - $229K
229K $27.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.8K
+ 4.02%
$92.45 - $106.69 $999K - $1.15M
279K $25.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
993
+ 0.87%
$302.31 - $337.54 $300K - $335K
115K $35.4M
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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