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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17K
+ 20.61%
$45.88 - $54.4 $780K - $924K
99.4K $5.41M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
9.26K
+ 1.65%
$21.21 - $23.5 $196K - $218K
571K $13.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
251
+ 1.44%
$141.37 - $228.57 $35.5K - $57.4K
17.7K $4.01M
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.54K
+ 3.01%
$24.32 - $29.74 $232K - $284K
327K $9.63M
PAPR
Innovator U.S. Equity Power Bu

ETFs
21.5K
+ 13.83%
$33.22 - $37.29 $714K - $801K
177K $6.59M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
26.6K
+ 4.06%
$31.42 - $34.6 $835K - $920K
681K $23.4M
MRVL
Marvell Technology, Inc.

Technology
8.71K
+ 37.17%
$49.38 - $79.97 $430K - $696K
32.1K $2.49M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
8.1K
+ 37.06%
$76.98 - $98.31 $624K - $796K
30K $2.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.7K
+ 4.32%
$77.74 - $78.78 $908K - $920K
282K $22.2M
C
Citigroup Inc

Financial Services
222
+ 0.31%
$58.13 - $85.12 $12.9K - $18.9K
71.2K $6.06M
XLE
Energy Sector Spdr

ETFs
21.8K
+ 21.88%
$76.44 - $94.13 $1.67M - $2.05M
121K $10.3M
MCK
Mckesson Corp

Healthcare
281
+ 2.16%
$652.83 - $732.78 $183K - $206K
13.3K $9.74M
APH
Amphenol Corp

Technology
808
+ 3.02%
$59.09 - $98.75 $47.7K - $79.8K
27.6K $2.72M
SPMD
Spdr Portfolio

ETFs
7.12K
+ 4.09%
$44.89 - $54.38 $320K - $387K
181K $9.85M
FNDX
Schwab Fundamental U S Large C

ETFs
36.2K
+ 76.4%
$20.84 - $24.54 $753K - $887K
83.5K $2.05M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.42K
+ 9.23%
$73.02 - $90.22 $395K - $489K
64.1K $5.72M
BX
Blackstone Inc.

Financial Services
2.82K
+ 5.77%
$120.07 - $151.11 $339K - $426K
51.7K $7.74M
NVS
Novartis Ag

Healthcare
2.64K
+ 4.51%
$101.96 - $121.01 $269K - $319K
61.1K $7.39M
COIN
Coinbase Global, Inc.

Technology
500
+ 12.83%
$151.47 - $375.07 $75.7K - $188K
4.4K $1.54M
MS
Morgan Stanley

Financial Services
2.14K
+ 9.32%
$99.83 - $140.86 $214K - $302K
25.1K $3.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.8K
+ 29.24%
$50.36 - $50.68 $844K - $849K
74.1K $3.75M
LYFT
Lyft, Inc.

Technology
19.9K
+ 15.04%
$9.97 - $17.21 $199K - $343K
153K $2.4M
EEM
Ishares Msci Emerging Markets

ETFs
9.85K
+ 13.26%
$38.52 - $48.28 $379K - $475K
84.1K $4.06M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
998
+ 5.65%
$376.48 - $440.65 $376K - $440K
18.6K $8.22M
BMO
Bank Of Montreal

Financial Services
60
+ 0.12%
$87.54 - $110.63 $5.25K - $6.64K
52.2K $5.77M
VT
Vanguard Total World Stk Index

ETFs
742
+ 1.39%
$103.16 - $128.52 $76.5K - $95.4K
54.3K $6.98M
DFSD
Dimensional ETF Tr Short Durat

ETFs
15K
+ 19.62%
$47.09 - $48.01 $705K - $719K
91.2K $4.38M
WMB
Williams Companies, Inc.

Energy
4.08K
+ 2.49%
$54.33 - $62.87 $221K - $256K
168K $10.5M
AVLV
American Centy ETF Tr Avantis
2.81K
+ 1.51%
$56.85 - $68.21 $160K - $192K
189K $12.9M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.5K
+ 4.51%
$25.35 - $64.65 $38K - $97K
34.8K $1.73M
L
Loews Corp

Financial Services
8.12K
+ 145.75%
$80.89 - $92.09 $657K - $748K
13.7K $1.26M
PJAN
Innovator U.S. Equity Power Bu

ETFs
6.85K
+ 4.04%
$38.7 - $44.05 $265K - $302K
176K $7.77M
MMM
3 M CO

Industrials
1.91K
+ 2.3%
$126.09 - $154.15 $240K - $294K
84.7K $12.9M
XLC
Select Sector Spdr Tr Communic

ETFs
4.71K
+ 25.81%
$86.13 - $108.53 $405K - $511K
22.9K $2.49M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.7K
+ 3.5%
$47.89 - $48.65 $609K - $619K
376K $18.3M
IDV
Ishares Tr

ETFs
16.2K
+ 33.81%
$27.79 - $34.84 $450K - $565K
64.1K $2.21M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.04K
+ 0.96%
$41.45 - $54.46 $43.1K - $56.7K
110K $5.71M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.63K
+ 8.43%
$113.67 - $150.4 $186K - $246K
21K $3.16M
ESGR
Enstar Group LTD

Financial Services
2.01K
+ 75.44%
$330.1 - $336.55 $663K - $676K
4.67K $1.57M
QCOM
Qualcomm Inc

Technology
312
+ 0.28%
$124.66 - $159.48 $38.9K - $49.8K
112K $17.8M
PJUL
Innovator U.S. Equity Power Bu

ETFs
7.64K
+ 8.17%
$37.66 - $43.85 $288K - $335K
101K $4.44M
VLO
Valero Energy Corp

Energy
3.82K
+ 5.46%
$104.69 - $141.77 $400K - $542K
73.8K $9.92M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.06K
+ 2.19%
$45.98 - $56.15 $94.7K - $116K
96.2K $5.4M
AMAT
Applied Materials Inc

Technology
986
+ 7.93%
$126.95 - $183.52 $125K - $181K
13.4K $2.46M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
9.56K
+ 6.72%
$33.11 - $37.79 $316K - $361K
152K $5.73M
CTRE
Care Trust Reit, Inc.

Real Estate
8.76K
+ 4.85%
$26.65 - $30.69 $233K - $269K
189K $5.79M
SHOP
Shopify Inc.

Technology
1.94K
+ 9.61%
$76.89 - $115.35 $149K - $224K
22.1K $2.55M
DTH
Wisdomtree Tr

ETFs
14
+ 0.01%
$37.84 - $46.83 $530 - $656
161K $7.47M
IVE
Ishares S&P 500 Value ETF

ETFs
1.06K
+ 1.25%
$168.34 - $195.42 $178K - $207K
85.4K $16.7M
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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