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
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.07K
+ 26.39%
$105.1 - $109.61 $849K - $885K
38.7K $4.2M
AMT
American Tower Corp

Real Estate
1.27K
+ 6.64%
$173.46 - $217.6 $220K - $275K
20.3K $4.43M
HYG
Ishares Tr

ETFs
11.4K
+ 27.8%
$78.51 - $80.11 $899K - $917K
52.6K $4.15M
SBR
Sabine Royalty Trust

Energy
5.34K
+ 2.84%
$64.04 - $69.75 $342K - $372K
193K $13.1M
PAUG
Innovator U.S. Equity Power Bu

ETFs
26.6K
+ 16.07%
$37.4 - $39.42 $996K - $1.05M
192K $7.27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13.8K
+ 38.6%
$59.78 - $60.03 $826K - $830K
49.6K $2.97M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.9K
+ 11.03%
$24.79 - $25.26 $692K - $705K
281K $7.1M
DUK
Duke Energy Corp

Utilities
376
+ 0.73%
$105.87 - $121.97 $39.8K - $45.9K
52.2K $6.37M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
6.52K
+ 25.36%
$110.75 - $120.15 $722K - $784K
32.2K $3.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.8K
+ 1.01%
$25.77 - $27.6 $253K - $271K
977K $26M
OTEX
Open Text Corp

Technology
30.8K
+ 222.55%
$25.11 - $30.39 $774K - $936K
44.6K $1.13M
DSI
Ishares Msci Kld 400 Social Et

ETFs
12.5K
+ 17.45%
$101.98 - $115.66 $1.28M - $1.45M
84.2K $8.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.99K
+ 3.66%
$169.43 - $182.84 $1.02M - $1.1M
170K $29.4M
ENB
Enbridge Inc

Energy
2.31K
+ 0.72%
$41.54 - $45.45 $96.1K - $105K
323K $14.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
13.7K
+ 21.96%
$46.74 - $47.55 $642K - $653K
76.3K $3.62M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
23.9K
+ 7.27%
$23.9 - $24.18 $571K - $578K
352K $8.52M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.59K
+ 8.26%
$113.59 - $123.29 $521K - $565K
60.1K $7.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.66K
+ 8.66%
$497.6 - $606.74 $1.32M - $1.61M
33.4K $16.6M
AON
Aon PLC

Financial Services
1.25K
+ 47.92%
$348.44 - $409.32 $435K - $510K
3.85K $1.54M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.66K
+ 19.09%
$67.08 - $76.14 $379K - $431K
35.3K $2.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.01K
+ 0.63%
$56.51 - $62.98 $57.1K - $63.7K
162K $9.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.42K
+ 121.53%
$73.78 - $76.59 $547K - $568K
13.5K $1.04M
XLF
Financial Sector Spdr

ETFs
8.75K
+ 9.6%
$47.32 - $52.19 $414K - $457K
100K $4.98M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.3K
+ 13.77%
$22.61 - $23.14 $504K - $516K
184K $4.26M
NUSC
Nuveen Esg Small Cap ETF

ETFs
19.7K
+ 34.03%
$37.9 - $43.9 $748K - $867K
77.8K $2.98M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.26K
+ 1.65%
$80.21 - $86.14 $262K - $281K
201K $16.6M
GTLB
Gitlab Inc.

Technology
17K
+ 56.63%
$47.0 - $73.14 $801K - $1.25M
47.1K $2.21M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.59K
+ 3.03%
$23.92 - $26.89 $182K - $204K
258K $6.66M
TFLO
Ishares Treasury Floating Rate

ETFs
9.64K
+ 7.5%
$50.48 - $50.68 $487K - $489K
138K $7M
VRSK
Verisk Analytics, Inc.

Industrials
64
+ 0.3%
$268.63 - $301.33 $17.2K - $19.3K
21.7K $6.46M
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
+ 0.97%
N/A
279K $50.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
21K
+ 19.81%
$20.1 - $20.8 $423K - $438K
127K $2.64M
NOC
Northrop Grumman Corp

Industrials
332
+ 4.68%
$433.45 - $513.82 $144K - $171K
7.43K $3.8M
AFL
Aflac Inc

Financial Services
930
+ 1.99%
$100.99 - $111.19 $93.9K - $103K
47.6K $5.29M
ZTS
Zoetis Inc.

Healthcare
2.67K
+ 31.43%
$156.48 - $175.67 $417K - $468K
11.1K $1.84M
SHEL
Shell PLC

Energy
1.14K
+ 3.37%
$62.84 - $73.29 $71.8K - $83.7K
35K $2.57M
ALL
Allstate Corp

Financial Services
1.43K
+ 17.27%
$180.99 - $210.18 $259K - $300K
9.7K $2.01M
FXH
First Tr Exchange Trd Fd Healt

ETFs
4K
+ 69.42%
$102.5 - $112.02 $410K - $449K
9.77K $1.01M
MLPA
Global X Mlp ETF

ETFs
3.86K
+ 7.2%
$49.83 - $54.53 $192K - $211K
57.5K $3.06M
BTU
Peabody Energy Corp

Energy
35.5K
+ 370.21%
$12.48 - $20.86 $443K - $740K
45.1K $610K
IYG
Ishares Tr

ETFs
4.42K
+ 6.72%
$74.6 - $84.81 $330K - $375K
70.1K $5.51M
IBDV
Ishares Tr

Technology
16.1K
+ 12.75%
$21.11 - $21.73 $340K - $350K
142K $3.09M
PIPR
Piper Sandler Companies

Financial Services
8.03K
+ 26.32%
$244.29 - $323.68 $1.96M - $2.6M
38.6K $9.55M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
693
+ 10.91%
$80.53 - $147.57 $55.8K - $102K
7.05K $931K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13.6K
+ 72.08%
$31.63 - $35.22 $430K - $479K
32.5K $1.04M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 49.1%
$100.56 - $108.28 $370K - $399K
11.2K $1.15M
DVY
Ishares Tr

ETFs
689
+ 0.73%
$128.58 - $138.1 $88.6K - $95.2K
95.7K $12.9M
SHOP
Shopify Inc.

Technology
5.48K
+ 37.23%
$90.59 - $129.31 $497K - $709K
20.2K $1.93M
IBB
Ishares Biotechnology ETF

ETFs
4.36K
+ 9.53%
$127.9 - $140.56 $557K - $612K
50.1K $6.4M
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
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