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
TGT
Target Corp

Consumer Defensive
39.2K
+ 66.75%
$103.65 - $142.5 $4.06M - $5.58M
97.9K $10.2M
NVS
Novartis Ag

Healthcare
14.6K
+ 33.36%
$97.14 - $115.57 $1.42M - $1.69M
58.5K $6.52M
DUHP
Dimensional ETF Tr Dimensional

ETFs
82.8K
+ 10.45%
$32.57 - $35.82 $2.7M - $2.96M
875K $29M
ACN
Accenture PLC

Technology
10.9K
+ 36.59%
$300.91 - $398.25 $3.29M - $4.36M
40.9K $12.7M
KMI
Kinder Morgan, Inc.

Energy
60.6K
+ 13.93%
$26.1 - $31.22 $1.58M - $1.89M
496K $14.1M
PJAN
Innovator U.S. Equity Power Bu

ETFs
54.7K
+ 47.61%
$41.09 - $43.24 $2.25M - $2.37M
170K $7.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.3K
+ 3.63%
$74.85 - $84.89 $622K - $705K
237K $19.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38K
+ 6.95%
$37.07 - $40.63 $1.41M - $1.55M
586K $23.1M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
42.3K
+ 15.78%
$38.89 - $41.6 $1.65M - $1.76M
311K $12.6M
FNV
Franco Nevada Corp

Basic Materials
9
+ 0.02%
$120.72 - $157.56 $1.09K - $1.42K
50K $7.88M
VGSH
Vanguard

ETFs
28.4K
+ 5.39%
$58.07 - $58.69 $1.65M - $1.67M
555K $32.6M
PFEB
Innovator U.S. Equity Power Bu

ETFs
57.3K
+ 42.61%
$35.54 - $37.44 $2.04M - $2.15M
192K $6.87M
UNH
Unitedhealth Group Inc

Healthcare
1.54K
+ 2.61%
$461.52 - $548.18 $711K - $845K
60.6K $31.8M
NFLX
Netflix Inc

Communication Services
1.28K
+ 10.32%
$828.4 - $1058.6 $1.06M - $1.36M
13.7K $12.8M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
39.2K
+ 51.34%
$40.5 - $42.02 $1.59M - $1.65M
115K $4.82M
CL
Colgate Palmolive CO

Consumer Defensive
13.3K
+ 10.91%
$85.68 - $97.5 $1.14M - $1.29M
135K $12.6M
AVUV
American Centy ETF Tr Avantis

ETFs
22K
+ 53.76%
$84.95 - $100.62 $1.87M - $2.21M
62.8K $5.48M
MRK
Merck & Co., Inc.

Healthcare
42.5K
+ 18.01%
$83.01 - $101.02 $3.53M - $4.29M
278K $25M
ZS
Zscaler, Inc.

Technology
6.5K
+ 54.65%
$181.66 - $216.87 $1.18M - $1.41M
18.4K $3.65M
MCK
Mckesson Corp

Healthcare
242
+ 1.9%
$566.21 - $672.99 $137K - $163K
13K $8.75M
MO
Altria Group, Inc.

Consumer Defensive
2.86K
+ 1.69%
$50.81 - $60.02 $145K - $171K
172K $10.3M
MA
Mastercard Inc

Financial Services
807
+ 1.74%
$504.67 - $576.31 $407K - $465K
47.2K $25.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
25.6K
+ 11.56%
$82.81 - $92.93 $2.12M - $2.38M
247K $21M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
25K
+ 1.87%
$39.96 - $43.3 $1M - $1.08M
1.37M $56.3M
CB
Chubb LTD

Financial Services
1.08K
+ 2.61%
$257.71 - $301.99 $277K - $325K
42.4K $12.8M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
73.9K
+ 15.17%
$21.79 - $23.09 $1.61M - $1.71M
561K $12.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14K
+ 5.47%
$76.94 - $78.28 $1.08M - $1.1M
271K $21.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
+ 0.14%
$402.49 - $513.76 $8.85K - $11.3K
16.2K $7.87M
DISV
Dimensional ETF Tr Dimensional

ETFs
16.8K
+ 5.17%
$26.09 - $30.21 $439K - $509K
342K $9.97M
PMAR
Innovator U.S. Equity Power Bu

ETFs
33K
+ 44.02%
$39.51 - $41.0 $1.3M - $1.35M
108K $4.31M
SCHW
Schwab Charles Corp

Financial Services
5.64K
+ 2.91%
$71.24 - $83.64 $402K - $472K
199K $15.6M
ARCC
Ares Capital Corp

Financial Services
52.6K
+ 19.95%
$21.28 - $23.81 $1.12M - $1.25M
316K $7.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.6K
+ 53.16%
$51.45 - $58.51 $1.47M - $1.67M
82.4K $4.27M
ORCL
Oracle Corp

Technology
37.4K
+ 24.97%
$139.81 - $186.47 $5.22M - $6.97M
187K $26.1M
ADP
Automatic Data Processing Inc

Industrials
515
+ 0.63%
$286.85 - $318.64 $148K - $164K
82.2K $25.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20.5K
+ 5.99%
$47.59 - $48.35 $976K - $992K
363K $17.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.52K
+ 8.8%
$308.86 - $455.36 $777K - $1.15M
31.1K $11M
TSCO
Tractor Supply CO

Consumer Cyclical
11.3K
+ 4.18%
$51.66 - $57.94 $584K - $655K
282K $15.5M
MSI
Motorola Solutions, Inc.

Technology
2.72K
+ 68.82%
$411.73 - $482.1 $1.12M - $1.31M
6.67K $2.92M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.5K
+ 59.68%
$25.35 - $27.46 $1.03M - $1.11M
108K $2.87M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
44.4K
+ 38.57%
$25.12 - $26.05 $1.12M - $1.16M
160K $4.02M
DIHP
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 7.21%
$25.1 - $27.85 $535K - $594K
317K $8.54M
O
Realty Income Corp

Real Estate
15.2K
+ 44.72%
$51.67 - $58.49 $784K - $888K
49.1K $2.85M
BMY
Bristol Myers Squibb CO

Healthcare
1.58K
+ 0.76%
$53.9 - $63.11 $85.1K - $99.7K
209K $12.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.63K
+ 23.01%
$208.48 - $244.03 $549K - $642K
14.1K $3.43M
PEP
Pepsico Inc

Consumer Defensive
9.54K
+ 4.28%
$142.64 - $156.42 $1.36M - $1.49M
232K $34.8M
HESM
Hess Midstream LP

Energy
16.5K
+ 33.36%
$37.59 - $43.88 $620K - $724K
66K $2.79M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.06K
+ 2.05%
$42.5 - $46.71 $385K - $423K
451K $20.4M
SNOW
Snowflake Inc.

Technology
12.2K
+ 11.93%
$146.16 - $192.78 $1.79M - $2.36M
115K $16.8M
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