Beacon Pointe Advisors, LLC Incresed Positions in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
1.6K
+ 3.87%
$319.12 - $367.1 $509K - $586K
42.8K $14.8M
PAUG
Innovator U.S. Equity Power Bu

ETFs
25.5K
+ 16.07%
$35.57 - $37.86 $908K - $966K
184K $6.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.84K
+ 30.01%
$106.11 - $113.72 $938K - $1M
38.3K $4.32M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.5K
+ 8.26%
$45.2 - $47.87 $744K - $788K
216K $10.3M
AFL
Aflac Inc

Financial Services
852
+ 1.81%
$88.52 - $111.8 $75.4K - $95.3K
47.8K $5.35M
ZM
Zoom Video Communications, Inc.

Technology
1.69K
+ 1.76%
$55.32 - $71.9 $93.3K - $121K
97.6K $6.81M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
6.52K
+ 24.62%
$105.51 - $124.02 $688K - $809K
33K $4.06M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
12.4K
+ 21.57%
$73.86 - $84.2 $915K - $1.04M
69.8K $5.77M
UVE
Universal Insurance Holdings, Inc.

Financial Services
20.6K
+ 10.89%
$17.76 - $22.76 $366K - $468K
210K $4.64M
HTBI
Home Trust Bancshares, Inc.

Financial Services
30.5K
+ 242.29%
$28.76 - $36.56 $878K - $1.12M
43.1K $1.47M
DE
Deere & CO

Industrials
544
+ 2.78%
$344.84 - $418.0 $188K - $227K
20.1K $8.38M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
15.1K
+ 2.0%
$38.33 - $42.48 $578K - $640K
769K $32.3M
IBB
Ishares Biotechnology ETF

ETFs
4.47K
+ 9.26%
$135.09 - $149.47 $604K - $668K
52.7K $7.68M
IGRO
Ishares Tr International Divid

ETFs
6.91K
+ 9.87%
$66.7 - $75.25 $461K - $520K
76.9K $5.74M
UNP
Union Pacific Corp

Industrials
257
+ 0.55%
$221.78 - $256.09 $57K - $65.8K
47.1K $11.6M
DFAR
Dimensional ETF Tr Dimensional

ETFs
899
+ 0.33%
$21.91 - $26.03 $19.7K - $23.4K
275K $7.05M
OMC
Omnicom Group Inc.

Communication Services
4.6K
+ 12.18%
$87.69 - $103.9 $403K - $478K
42.3K $4.38M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
9.85K
+ 6.68%
$32.65 - $36.84 $322K - $363K
157K $5.79M
POCT
Innovator U.S. Equity Power Bu

ETFs
20.4K
+ 12.65%
$37.79 - $38.95 $771K - $795K
182K $7.07M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.5K
+ 2.42%
$26.06 - $29.18 $196K - $219K
317K $9.22M
VRT
Vertiv Holdings CO

Industrials
9.93K
+ 115.1%
$86.66 - $86.66 $861K - $861K
18.6K $1.61M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
27.1K
+ 10.15%
$23.63 - $24.42 $641K - $662K
294K $7.17M
KHC
Kraft Heinz CO

Consumer Defensive
200
+ 0.07%
$31.86 - $36.13 $6.37K - $7.23K
282K $9.89M
DFAT
Dimensional ETF Tr U S Target

ETFs
71
+ 0.03%
$51.0 - $57.07 $3.62K - $4.05K
209K $11.7M
NOW
Service Now, Inc.

Technology
63
+ 0.96%
$730.87 - $937.36 $46K - $59.1K
6.63K $5.93M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.7K
+ 11.56%
$24.62 - $25.59 $559K - $581K
219K $5.59M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
12.2K
+ 2.62%
$24.27 - $27.34 $297K - $335K
479K $12.9M
CNC
Centene Corp

Healthcare
1.55K
+ 2.31%
$64.89 - $80.23 $100K - $124K
68.4K $5.15M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
+ 4.01%
$25.23 - $27.94 $287K - $318K
295K $8.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.53K
+ 16.55%
$211.47 - $281.27 $958K - $1.27M
31.9K $7.83M
XLV
Select Sector Spdr Fund Health

ETFs
1.25K
+ 2.08%
$143.3 - $157.24 $179K - $196K
61.2K $9.42M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.21K
+ 0.87%
$76.38 - $78.87 $169K - $174K
256K $20.1M
FLO
Flowers Foods Inc

Consumer Defensive
22.5K
+ 15.06%
$21.44 - $23.77 $481K - $534K
172K $3.96M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.73K
+ 1.54%
$24.06 - $26.97 $89.7K - $101K
246K $6.61M
NVS
Novartis Ag

Healthcare
2.04K
+ 4.43%
$106.13 - $120.89 $216K - $246K
48K $5.52M
SCHO
Schwab Short Term Us Treasury

ETFs
11.6K
+ 19.44%
$47.93 - $49.06 $558K - $571K
71.6K $3.5M
GRMN
Garmin LTD

Technology
1.61K
+ 6.55%
$161.1 - $183.29 $260K - $296K
26.3K $4.62M
WMB
Williams Companies, Inc.

Energy
1.97K
+ 1.23%
$41.24 - $46.22 $81.3K - $91.1K
162K $7.39M
COF
Capital One Financial Corp

Financial Services
1.68K
+ 5.55%
$131.42 - $153.05 $221K - $257K
31.9K $4.78M
EPD
Enterprise Products Partners L.P.

Energy
17.6K
+ 2.9%
$27.88 - $30.0 $491K - $528K
625K $18.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.29K
+ 204.28%
$233.4 - $302.36 $534K - $692K
3.41K $925K
NTAP
Net App, Inc.

Technology
6.64K
+ 15.1%
$114.18 - $134.62 $758K - $894K
50.6K $6.25M
JCPB
J P Morgan Exchange Traded Fd

ETFs
11.6K
+ 82.72%
$45.87 - $48.53 $534K - $565K
25.7K $1.24M
SBAC
Sba Communications Corp

Real Estate
1.03K
+ 13.49%
$189.0 - $245.01 $194K - $251K
8.63K $2.08M
RWO
Spdr Dow Jones Global Real Est

ETFs
3.39K
+ 5.33%
$41.23 - $48.48 $140K - $164K
67.1K $3.19M
EPI
Wisdomtree Tr India Earnings F

ETFs
8.87K
+ 25.69%
$47.41 - $50.82 $421K - $451K
43.4K $2.19M
EL
Estee Lauder Companies Inc

Consumer Defensive
6.25K
+ 34.85%
$84.18 - $106.5 $526K - $666K
24.2K $2.41M
XLB
Select Sector Spdr Fd Material

ETFs
1.46K
+ 3.29%
$86.95 - $97.09 $127K - $142K
45.8K $4.41M
ISRG
Intuitive Surgical Inc

Healthcare
265
+ 3.42%
$416.14 - $494.01 $110K - $131K
8.01K $3.94M
Activity Summary
Buys All Purchases 374 New Holdings 63 Increased Positions 311 Sells All Sells 743 Reductions 743 Sold out 0 Options Calls 3 Puts 8
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