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
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
11.9K
+ 53.57%
$30.61 - $34.92 $365K - $416K
34.2K $1.18M
WSM
Williams Sonoma Inc

Consumer Cyclical
18.2K
+ 99.31%
$128.47 - $280.94 $2.34M - $5.12M
36.6K $5.66M
IYG
Ishares Tr

ETFs
932
+ 1.35%
$64.2 - $71.76 $59.8K - $66.9K
69.9K $4.96M
AVLV
American Centy ETF Tr Avantis
1.75K
+ 1.49%
$60.05 - $65.83 $105K - $115K
119K $7.85M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.92K
+ 1.58%
$28.25 - $31.7 $82.5K - $92.6K
188K $5.79M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.16K
+ 4.5%
$63.82 - $70.54 $138K - $152K
50.1K $3.54M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.8K
+ 4.83%
$23.75 - $23.75 $447K - $447K
408K $9.7M
FNDF
Schwab Fundamental Intl Large

ETFs
6.89K
+ 10.05%
$33.67 - $37.71 $232K - $260K
75.4K $2.82M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.65K
+ 6.88%
$46.17 - $51.13 $168K - $186K
56.7K $2.9M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.94K
+ 86.96%
$59.61 - $60.15 $414K - $417K
14.9K $893K
DFAI
Dimensional ETF Tr

ETFs
705
+ 0.4%
$28.69 - $32.06 $20.2K - $22.6K
178K $5.67M
D
Dominion Energy, Inc

Utilities
4K
+ 22.08%
$48.01 - $58.53 $192K - $234K
22.1K $1.28M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.94K
+ 2.74%
$50.02 - $54.5 $97K - $106K
72.8K $3.96M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
4.03K
+ 38.03%
$70.21 - $78.25 $283K - $315K
14.6K $1.12M
DGRO
Ishares Core Dividend Growth E

ETFs
1.55K
+ 2.96%
$57.47 - $62.76 $89K - $97.2K
54K $3.38M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.61K
+ 8.17%
$92.56 - $99.46 $334K - $359K
47.8K $4.58M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.06K
+ 9.08%
$90.87 - $102.43 $187K - $211K
24.7K $2.44M
IXUS
Ishares Tr

ETFs
527
+ 0.88%
$64.9 - $73.35 $34.2K - $38.7K
60.1K $4.36M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.85K
+ 7.66%
$22.51 - $23.57 $222K - $232K
138K $3.25M
IYH
Ishares Tr

ETFs
4.68K
+ 63.56%
$60.29 - $66.38 $282K - $310K
12K $781K
IBDV
Ishares Tr

Technology
10.6K
+ 10.23%
$21.11 - $22.24 $223K - $235K
114K $2.53M
ETN
Eaton Corp PLC

Industrials
118
+ 0.72%
$272.52 - $333.02 $32.2K - $39.3K
16.4K $5.43M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.67K
+ 18.83%
$44.66 - $49.15 $342K - $377K
48.4K $2.28M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.9K
+ 12.84%
$20.12 - $21.28 $220K - $233K
96.1K $2.04M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.06K
+ 21.2%
$82.41 - $92.06 $252K - $281K
17.5K $1.58M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.98K
+ 7.18%
$66.31 - $74.08 $132K - $147K
29.6K $2.18M
DELL
Dell Technologies Inc.

Technology
9.02K
+ 22.12%
$87.89 - $145.97 $793K - $1.32M
49.8K $5.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
10K
+ 69.04%
$28.75 - $31.59 $287K - $316K
24.5K $716K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.01K
+ 33.91%
$50.15 - $51.27 $251K - $257K
19.8K $1.02M
EMR
Emerson Electric CO

Industrials
2.99K
+ 3.79%
$98.19 - $118.87 $293K - $355K
81.9K $8.96M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
+ 71.37%
$22.55 - $23.1 $246K - $252K
26.2K $604K
CELH
Celsius Holdings, Inc.

Consumer Defensive
12.6K
+ 236.68%
$31.02 - $58.9 $391K - $743K
17.9K $562K
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.12K
+ 15.32%
$28.02 - $32.68 $143K - $167K
38.5K $1.24M
DMLP
Dorchester Minerals, L.P.

Energy
8.69K
+ 31.31%
$28.87 - $32.64 $251K - $284K
36.4K $1.1M
FNDA
Schwab Fundamental U S Small C

ETFs
3.12K
+ 26.65%
$54.26 - $60.01 $170K - $187K
14.8K $884K
MGC
Vanguard Mega Cap ETF

ETFs
51
+ 0.21%
$185.93 - $206.64 $9.48K - $10.5K
24.4K $5.05M
PKB
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 77.28%
$66.28 - $79.78 $165K - $199K
5.72K $455K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.36K
+ 5.82%
$105.92 - $110.83 $144K - $151K
24.8K $2.74M
PEN
Penumbra Inc

Healthcare
17
+ 0.1%
$163.64 - $210.12 $2.78K - $3.57K
16.5K $3.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.33K
+ 8.57%
$147.95 - $191.05 $197K - $255K
16.9K $2.93M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.53K
+ 2.61%
$32.04 - $37.11 $48.9K - $56.6K
60K $2.19M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.19K
+ 4.35%
$37.33 - $40.63 $81.7K - $88.9K
52.4K $2.13M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.77K
+ 7.17%
$47.0 - $47.84 $177K - $180K
56.3K $2.69M
HYD
Vaneck High Yield Muni ETF

ETFs
2.99K
+ 7.52%
$51.46 - $53.07 $154K - $158K
42.7K $2.26M
BSM
Black Stone Minerals, L.P.

Energy
15.9K
+ 34.07%
$14.05 - $15.85 $224K - $252K
62.7K $946K
MAR
Marriott International Inc

Consumer Cyclical
94
+ 0.35%
$211.35 - $255.11 $19.9K - $24K
26.9K $6.69M
HPE
Hewlett Packard Enterprise CO

Technology
17.6K
+ 7.96%
$16.1 - $21.44 $283K - $377K
238K $4.88M
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.65K
+ 1.86%
$6.71 - $8.78 $24.5K - $32.1K
200K $1.65M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
100
+ 0.19%
$57.2 - $62.94 $5.72K - $6.29K
52.4K $3.27M
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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