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
VOE
Vanguard Mid Cap Value Index F

ETFs
12.1K
+ 8.86%
$141.87 - $164.49 $1.72M - $1.99M
149K $24.5M
COST
Costco Wholesale Corp

Consumer Defensive
941
+ 2.67%
$908.13 - $1056.85 $855K - $994K
36.2K $35.9M
SQ
Block, Inc.

Technology
43.3K
+ 33.97%
N/A
171K $9.77M
DFIV
Dimensional ETF Tr

ETFs
5.78K
+ 0.9%
$34.67 - $43.21 $200K - $250K
647K $27.7M
VBR
Vanguard Small Cap Value ETF

ETFs
8.13K
+ 8.7%
$162.76 - $195.77 $1.32M - $1.59M
101K $19.8M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.09K
+ 5.88%
$328.01 - $475.68 $356K - $516K
19.5K $9.14M
VV
Vanguard Large Cap ETF

ETFs
271
+ 0.35%
$228.25 - $285.3 $61.9K - $77.3K
78.5K $22.4M
PJUN
Innovator U.S. Equity Power Bu

ETFs
51.4K
+ 58.9%
$34.48 - $39.76 $1.77M - $2.04M
139K $5.51M
GS
Goldman Sachs Group Inc

Financial Services
116
+ 0.87%
$462.22 - $707.75 $53.6K - $82.1K
13.5K $9.54M
HPE
Hewlett Packard Enterprise CO

Technology
24.8K
+ 7.26%
$12.51 - $20.45 $310K - $506K
366K $7.49M
VBK
Vanguard Small Cap Growth ETF

ETFs
517
+ 0.68%
$219.76 - $276.94 $114K - $143K
76.7K $21.2M
GLD
Spdr Gold Trust

ETFs
86
+ 0.07%
$273.71 - $316.29 $23.5K - $27.2K
120K $36.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.41K
+ 2.36%
$57.41 - $74.81 $253K - $330K
191K $14.2M
XLK
Technology Sector Spdr

ETFs
611
+ 1.65%
$179.73 - $253.23 $110K - $155K
37.7K $9.55M
LMT
Lockheed Martin Corp

Industrials
2.34K
+ 4.78%
$430.82 - $486.45 $1.01M - $1.14M
51.3K $23.7M
PH
Parker Hannifin Corp

Industrials
594
+ 3.69%
$517.23 - $700.54 $307K - $416K
16.7K $11.7M
CRM
Salesforce, Inc.

Technology
5.95K
+ 10.99%
$236.26 - $291.15 $1.41M - $1.73M
60.1K $16.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.21K
+ 0.67%
$36.25 - $42.28 $334K - $390K
1.37M $58.1M
PHYS
Sprott Physical Gold Trust

Financial Services
43.3K
+ 7.81%
$22.82 - $26.29 $988K - $1.14M
598K $15.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
33K
+ 4.3%
$38.18 - $45.52 $1.26M - $1.5M
802K $35.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
619
+ 1.46%
$180.84 - $240.32 $112K - $149K
43.1K $10.4M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5.86K
+ 7.58%
$70.54 - $93.95 $413K - $550K
83.2K $7.81M
XLU
Utilities Sector Spdr

ETFs
19K
+ 27.49%
$73.09 - $82.77 $1.39M - $1.58M
88.3K $7.21M
LNG
Cheniere Energy, Inc.

Energy
6.92K
+ 149.15%
$197.25 - $244.33 $1.36M - $1.69M
11.6K $2.81M
NET
Cloudflare, Inc.

Technology
562
+ 2.91%
$97.08 - $195.83 $54.6K - $110K
19.9K $3.89M
APP
App Lovin Corp

Technology
4.19K
+ 148.76%
$219.37 - $417.89 $918K - $1.75M
7K $2.45M
ETN
Eaton Corp PLC

Industrials
581
+ 3.37%
$246.52 - $356.99 $143K - $207K
17.8K $6.37M
MCHP
Microchip Technology Inc

Technology
11.1K
+ 27.67%
$35.34 - $71.6 $392K - $794K
51.2K $3.6M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.26K
+ 5.06%
$91.62 - $116.16 $390K - $495K
88.4K $10.3M
HON
Honeywell International Inc

Industrials
874
+ 1.31%
$182.86 - $232.88 $160K - $204K
67.5K $15.7M
COF
Capital One Financial Corp

Financial Services
2.32K
+ 7.05%
$150.57 - $212.76 $350K - $494K
35.3K $7.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37.1K
+ 7.77%
$48.13 - $49.85 $1.79M - $1.85M
515K $25.3M
IWM
Ishares Russell 2000 ETF

ETFs
989
+ 1.22%
$174.82 - $215.79 $173K - $213K
81.7K $17.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.46K
+ 0.38%
$51.16 - $62.02 $74.7K - $90.6K
390K $24.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.48K
+ 33.49%
$104.34 - $138.68 $780K - $1.04M
29.8K $4.13M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
24.5K
+ 7.89%
$36.02 - $41.92 $883K - $1.03M
335K $14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.47K
+ 3.04%
$52.31 - $63.72 $391K - $476K
253K $16.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.2K
+ 43.01%
$65.84 - $80.81 $999K - $1.23M
50.5K $4.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.51K
+ 1.41%
$55.54 - $69.09 $140K - $174K
180K $12.5M
DFAU
Dimensional ETF Tr

ETFs
16.1K
+ 9.48%
$34.04 - $42.36 $548K - $681K
186K $7.87M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
13.4K
+ 81.75%
$100.04 - $100.54 $1.34M - $1.34M
29.7K $2.99M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.36K
+ 8.48%
$86.93 - $109.64 $466K - $587K
68.5K $7.51M
ISRG
Intuitive Surgical Inc

Healthcare
2.03K
+ 48.82%
$451.58 - $565.94 $916K - $1.15M
6.19K $3.36M
IGRO
Ishares Tr International Divid

ETFs
9.63K
+ 12.64%
$66.32 - $80.17 $639K - $772K
85.8K $6.77M
XLB
Select Sector Spdr Fd Material

ETFs
13.2K
+ 38.06%
$74.27 - $88.92 $978K - $1.17M
47.7K $4.19M
KRP
Kimbell Royalty Partners, LP

Energy
86.3K
+ 200.9%
$11.58 - $14.61 $999K - $1.26M
129K $1.8M
INTU
Intuit Inc

Technology
501
+ 10.8%
$544.07 - $787.63 $273K - $395K
5.14K $4.05M
CYBR
Cyber Ark Software Ltd.

Technology
244
+ 1.54%
$305.98 - $406.88 $74.7K - $99.3K
16.1K $6.54M
ZM
Zoom Video Communications, Inc.

Technology
9.15K
+ 8.23%
$66.7 - $84.62 $611K - $775K
120K $9.38M
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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