Beacon Pointe Advisors, LLC Incresed Positions in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
26.8K
+ 5.35%
$58.02 - $58.88 $1.55M - $1.58M
527K $30.7M
ENB
Enbridge Inc

Energy
13.2K
+ 4.29%
$40.4 - $43.92 $533K - $580K
321K $13.6M
IP
International Paper CO

Consumer Cyclical
1.95K
+ 0.96%
$46.64 - $59.57 $91K - $116K
205K $11M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9.06K
+ 18.46%
$100.18 - $109.1 $908K - $989K
58.2K $6.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
44.6K
+ 11.02%
$25.0 - $25.11 $1.12M - $1.12M
450K $11.3M
POCT
Innovator U.S. Equity Power Bu

ETFs
24.2K
+ 13.35%
$38.63 - $40.03 $936K - $970K
206K $8.15M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
43.8K
+ 10.71%
N/A
452K $10.7M
C
Citigroup Inc

Financial Services
7.14K
+ 10.93%
$61.31 - $72.5 $438K - $518K
72.5K $5.1M
ABT
Abbott Laboratories

Healthcare
10.6K
+ 5.09%
$111.93 - $119.39 $1.18M - $1.26M
218K $24.6M
ARCC
Ares Capital Corp

Financial Services
35K
+ 15.32%
$20.74 - $22.27 $726K - $780K
264K $5.77M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11K
+ 9.16%
$91.29 - $91.8 $1M - $1.01M
131K $11.9M
LYFT
Lyft, Inc.

Technology
73.3K
+ 285.73%
$12.36 - $18.59 $906K - $1.36M
99K $1.28M
VOT
Vanguard Mid Cap Growth Index

ETFs
517
+ 0.65%
$241.48 - $274.89 $125K - $142K
79.9K $20.3M
HPE
Hewlett Packard Enterprise CO

Technology
33.3K
+ 13.96%
$19.31 - $23.95 $643K - $797K
272K $5.8M
POWL
Powell Industries Inc

Industrials
4K
+ 388.35%
$221.65 - $352.37 $887K - $1.41M
5.03K $1.11M
TFC
Truist Financial Corp

Financial Services
20.1K
+ 134.51%
$41.51 - $48.1 $835K - $968K
35.1K $1.52M
GBIL
Goldman Sachs Access Treasury

ETFs
8.75K
+ 89.27%
$99.85 - $100.22 $873K - $877K
18.5K $1.85M
FNDX
Schwab Fundamental U S Large C

ETFs
48K
+ 833.16%
$23.49 - $71.77 $1.13M - $3.45M
53.8K $1.27M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.28K
+ 2.25%
$58.39 - $67.04 $191K - $220K
149K $9.46M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
166
+ 1.04%
$338.38 - $446.21 $56.2K - $74.1K
16.1K $7.02M
T
At&T Inc.

Communication Services
6.49K
+ 0.78%
$21.22 - $23.88 $138K - $155K
835K $19M
GLD
Spdr Gold Trust

ETFs
3.69K
+ 3.12%
$236.59 - $257.5 $872K - $949K
122K $29.5M
BNOV
Innovator U.S. Equity Buffer E

ETFs
17.9K
+ 82.32%
$38.08 - $39.98 $680K - $714K
39.6K $1.55M
TRV
Travelers Companies, Inc.

Financial Services
2.47K
+ 12.85%
$225.97 - $266.66 $558K - $658K
21.7K $5.22M
CYBR
Cyber Ark Software Ltd.

Technology
176
+ 1.1%
$274.1 - $333.15 $48.2K - $58.6K
16.1K $5.38M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
34.2K
+ 15.62%
$24.82 - $25.48 $849K - $871K
253K $6.31M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
34.2K
+ 11.64%
$23.88 - $24.32 $818K - $833K
329K $7.87M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
21.7K
+ 71.16%
$17.13 - $34.23 $372K - $742K
52.2K $1.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.8K
+ 6.7%
$57.53 - $60.83 $1.42M - $1.51M
394K $22.7M
XLF
Financial Sector Spdr

ETFs
9.07K
+ 11.04%
$44.89 - $51.34 $407K - $465K
91.2K $4.41M
XLK
Technology Sector Spdr

ETFs
1.84K
+ 4.96%
$220.26 - $241.44 $405K - $444K
38.9K $9.06M
VO
Vanguard Mid Cap ETF

ETFs
1.78K
+ 0.28%
$261.5 - $284.63 $466K - $507K
628K $166M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.42K
+ 291.25%
$65.67 - $69.79 $618K - $657K
12.6K $847K
RGLD
Royal Gold Inc

Basic Materials
6.2K
+ 27.31%
$131.05 - $154.26 $813K - $957K
28.9K $3.81M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
16.9K
+ 23.0%
$46.33 - $48.6 $782K - $821K
90.3K $4.19M
IWM
Ishares Russell 2000 ETF

ETFs
2.79K
+ 3.73%
$216.13 - $242.4 $603K - $676K
77.6K $17.1M
CADE
Cadence Bank

Financial Services
16.5K
+ 262.62%
$30.54 - $39.29 $505K - $650K
22.8K $787K
SNPS
Synopsys Inc

Technology
1.28K
+ 75.16%
$485.36 - $588.0 $621K - $753K
2.98K $1.45M
MMM
3 M CO

Industrials
9.32K
+ 11.35%
$124.74 - $137.12 $1.16M - $1.28M
91.5K $11.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
29K
+ 12.1%
$38.96 - $43.28 $1.13M - $1.25M
268K $10.6M
VFH
Vanguard Financial ETF

ETFs
3.52K
+ 21.48%
$108.87 - $126.2 $383K - $444K
19.9K $2.35M
ETR
Entergy Corp

Utilities
11.1K
+ 202.3%
$73.19 - $156.4 $810K - $1.73M
16.5K $1.25M
VGT
Vanguard Information Technolog

ETFs
13
+ 0.09%
$571.78 - $647.97 $7.43K - $8.42K
14.9K $9.27M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.63K
+ 14.95%
$278.19 - $315.36 $452K - $513K
12.5K $3.6M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.26K
+ 4.67%
$81.6 - $90.89 $266K - $297K
73.1K $6.27M
DFAU
Dimensional ETF Tr

ETFs
8.74K
+ 5.29%
$39.27 - $42.38 $343K - $370K
174K $7.04M
XLI
Industrial Sector Spdr

ETFs
4.75K
+ 11.68%
$131.76 - $143.99 $626K - $685K
45.5K $5.99M
DMLP
Dorchester Minerals, L.P.

Energy
10K
+ 27.45%
$30.69 - $34.41 $307K - $344K
46.5K $1.55M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
23.5K
+ 16.99%
$22.71 - $23.47 $534K - $552K
162K $3.69M
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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