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
APO
Apollo Global Management, Inc.

Financial Services
581
+ 7.23%
$131.36 - $178.61 $76.3K - $104K
8.62K $1.42M
BSM
Black Stone Minerals, L.P.

Energy
30.6K
+ 48.9%
$13.86 - $15.57 $425K - $477K
93.3K $1.36M
DGRO
Ishares Core Dividend Growth E

ETFs
7.89K
+ 14.62%
$60.73 - $64.94 $479K - $512K
61.8K $3.79M
CLSK
Cleanspark, Inc.

Technology
45K
+ 81.82%
$8.61 - $17.63 $387K - $793K
100K $921K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.37K
+ 15.22%
$46.48 - $51.32 $342K - $378K
55.8K $2.68M
HUBB
Hubbell Inc

Industrials
1.03K
+ 28.99%
$418.89 - $472.12 $432K - $487K
4.59K $1.92M
BMO
Bank Of Montreal

Financial Services
415
+ 0.8%
$89.75 - $103.39 $37.2K - $42.9K
52.2K $5.06M
BK
Bank Of New York Mellon Corp

Financial Services
4.53K
+ 50.04%
$70.82 - $81.87 $321K - $371K
13.6K $1.04M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3K
+ 54.74%
$121.89 - $135.52 $365K - $406K
8.47K $1.06M
RDVY
First Trust Rising Dividend Ac

ETFs
6.47K
+ 58.03%
$58.65 - $64.37 $379K - $416K
17.6K $1.04M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.87K
+ 11.63%
$89.97 - $98.59 $258K - $282K
27.5K $2.61M
MKL
Markel Corp

Financial Services
29
+ 1.4%
$1542.01 - $1785.11 $44.7K - $51.8K
2.11K $3.63M
PBT
Permian Basin Royalty Trust

Energy
41.2K
+ 42.11%
$10.49 - $13.86 $432K - $571K
139K $1.54M
IGV
Ishares Expanded Tech Software

ETFs
1.22K
+ 5.25%
$87.5 - $110.17 $106K - $134K
24.4K $2.44M
DUK
Duke Energy Corp

Utilities
6.54K
+ 14.44%
$105.76 - $120.76 $692K - $790K
51.8K $5.59M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.85K
+ 4.81%
$35.71 - $37.1 $245K - $254K
149K $5.48M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.08K
+ 140.92%
$50.35 - $50.69 $356K - $359K
12.1K $610K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.81K
+ 4.95%
$35.07 - $36.08 $239K - $246K
144K $5.19M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.64K
+ 9.44%
$53.94 - $58.15 $250K - $270K
53.8K $3.03M
QDF
Flexshares Quality Dividend In

ETFs
4.88K
+ 47.28%
$70.4 - $73.87 $344K - $361K
15.2K $1.07M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.29K
+ 32.25%
$46.07 - $48.17 $382K - $399K
34K $1.57M
EQT
Eqt Corp

Energy
394
+ 1.22%
$35.62 - $46.89 $14K - $18.5K
32.8K $1.51M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.63K
+ 1.57%
$126.68 - $134.74 $460K - $489K
236K $30M
BJAN
Innovator U.S. Equity Buffer E

ETFs
6.49K
+ 150.21%
$46.38 - $47.95 $301K - $311K
10.8K $518K
UVE
Universal Insurance Holdings, Inc.

Financial Services
25.4K
+ 12.13%
$16.9 - $22.98 $430K - $584K
235K $4.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
522
+ 5.86%
$563.99 - $620.12 $294K - $324K
9.43K $5.37M
PSTG
Pure Storage, Inc.

Technology
2.72K
+ 27.6%
$48.19 - $66.6 $131K - $181K
12.6K $773K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
9.4K
+ 1.97%
$22.04 - $23.08 $207K - $217K
487K $10.9M
AI
C3.Ai, Inc.

Technology
781
+ 3.23%
$22.6 - $42.94 $17.7K - $33.5K
25K $859K
MEDP
Medpace Holdings, Inc.

Healthcare
787
+ 11.54%
$308.93 - $363.58 $243K - $286K
7.61K $2.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
221
+ 0.94%
$116.4 - $138.52 $25.7K - $30.6K
23.8K $3.02M
HYD
Vaneck High Yield Muni ETF

ETFs
5.74K
+ 13.44%
$51.09 - $53.06 $293K - $304K
48.4K $2.51M
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.22K
+ 11.04%
$46.75 - $47.8 $291K - $297K
62.5K $2.93M
CWENA
Clearway Energy Inc Cl A
7K
+ 83.83%
N/A
15.4K $530K
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.89K
+ 17.32%
$42.04 - $44.04 $206K - $215K
33.1K $1.43M
MLPA
Global X Mlp ETF

ETFs
3.23K
+ 6.41%
$47.44 - $52.61 $153K - $170K
53.6K $2.65M
APH
Amphenol Corp

Technology
1.48K
+ 4.97%
$62.07 - $75.35 $92.1K - $112K
31.3K $2.18M
IWN
Ishares Russell2000 Val ETF

ETFs
1.58K
+ 11.97%
$162.69 - $181.35 $257K - $287K
14.8K $2.43M
L
Loews Corp

Financial Services
2.23K
+ 38.95%
$76.49 - $87.05 $171K - $194K
7.96K $674K
XLC
Select Sector Spdr Tr Communic

ETFs
626
+ 2.57%
$89.66 - $102.16 $56.1K - $64K
25K $2.42M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.22K
+ 28.65%
$52.1 - $57.26 $324K - $356K
27.9K $1.46M
PNC
Pnc Financial Services Group, Inc.

Financial Services
398
+ 2.33%
$178.39 - $215.0 $71K - $85.6K
17.5K $3.37M
CTVA
Corteva, Inc.

Basic Materials
4.34K
+ 21.85%
$55.21 - $64.13 $240K - $278K
24.2K $1.38M
GLW
Corning Inc

Technology
1.49K
+ 2.54%
$44.11 - $49.76 $65.6K - $74K
60K $2.85M
IYF
Ishares Tr

ETFs
1.58K
+ 32.44%
$102.7 - $119.05 $162K - $188K
6.45K $712K
LPLA
Lpl Financial Holdings Inc.

Financial Services
300
+ 26.11%
$229.85 - $335.91 $69K - $101K
1.45K $473K
ACWI
Ishares Msci Acwi ETF

ETFs
1.8K
+ 55.48%
$117.05 - $123.03 $211K - $222K
5.05K $593K
ITA
Ishares Tr

ETFs
1.55K
+ 32.5%
$144.31 - $157.31 $223K - $244K
6.31K $917K
TXN
Texas Instruments Inc

Technology
1.04K
+ 1.86%
N/A
57K $11.1M
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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