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
VONV
Vanguard Russell 1000 Value Et

ETFs
906
+ 0.45%
$73.19 - $85.21 $66.3K - $77.2K
202K $17.2M
CEG
Constellation Energy Corp

Utilities
408
+ 10.28%
$170.96 - $322.76 $69.8K - $132K
4.38K $1.41M
EWX
Spdr S&P Emerging Markets Smal

ETFs
6.99K
+ 23.33%
$49.89 - $62.13 $349K - $434K
36.9K $2.29M
SPGI
S&P Global Inc.

Financial Services
871
+ 13.68%
$438.31 - $527.29 $382K - $459K
7.24K $3.82M
OTIS
Otis Worldwide Corp

Industrials
6.46K
+ 43.57%
$90.88 - $104.3 $587K - $674K
21.3K $2.11M
MGV
Vanguard Mega Cap Value

ETFs
595
+ 0.29%
$114.87 - $131.25 $68.3K - $78.1K
204K $26.7M
OTEX
Open Text Corp

Technology
13.1K
+ 29.23%
$23.04 - $29.2 $301K - $381K
57.7K $1.68M
FNDF
Schwab Fundamental Intl Large

ETFs
6.45K
+ 8.69%
$32.25 - $40.02 $208K - $258K
80.7K $3.23M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.93K
+ 5.46%
$24.94 - $31.15 $148K - $185K
114K $3.56M
HOOD
Robinhood Markets, Inc.

Technology
2.94K
+ 57.46%
$34.17 - $93.63 $101K - $276K
8.07K $755K
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.2K
+ 11.7%
$37.08 - $42.26 $527K - $601K
136K $5.62M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.41K
+ 2.02%
$24.38 - $30.18 $83.1K - $103K
172K $5.2M
IGV
Ishares Expanded Tech Software

ETFs
260
+ 1.05%
$80.15 - $109.5 $20.8K - $28.5K
24.9K $2.73M
SLV
I Shares Silver Trust

ETFs
7.08K
+ 4.31%
$27.08 - $33.74 $192K - $239K
171K $5.61M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
+ 60.64%
$177.93 - $313.14 $190K - $334K
2.82K $884K
WU
Western Union CO

Financial Services
70.7K
+ 175.39%
$8.37 - $10.63 $592K - $751K
111K $934K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
444
+ 0.38%
$32.66 - $40.75 $14.5K - $18.1K
118K $4.76M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
665
+ 6.69%
$224.16 - $285.86 $149K - $190K
10.6K $3.03M
CBL
Cbl & Associates Properties Inc

Real Estate
23.8K
+ 23.21%
$22.42 - $27.27 $533K - $648K
126K $3.2M
CARR
Carrier Global Corp

Industrials
1.09K
+ 2.64%
$55.55 - $75.83 $60.4K - $82.5K
42.2K $3.09M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
18.3K
+ 58.49%
$19.16 - $23.81 $351K - $436K
49.6K $1.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.32K
+ 2.4%
$58.41 - $72.69 $77K - $95.9K
56.3K $4.09M
XLY
Select Sector Spdr Consumer Di

ETFs
1.29K
+ 13.55%
$176.34 - $218.59 $228K - $282K
10.8K $2.35M
GLW
Corning Inc

Technology
632
+ 1.04%
$39.07 - $52.59 $24.7K - $33.2K
61.5K $3.24M
ADI
Analog Devices Inc

Technology
308
+ 3.01%
$164.6 - $238.02 $50.7K - $73.3K
10.5K $2.51M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.49K
+ 6.05%
$136.63 - $176.62 $340K - $439K
43.6K $7.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
+ 8.43%
$4164.15 - $5789.24 $91.6K - $127K
283 $1.64M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
666
+ 2.23%
$57.46 - $75.58 $38.3K - $50.3K
30.5K $2.3M
AVUV
American Centy ETF Tr Avantis

ETFs
1.87K
+ 2.97%
$75.17 - $91.21 $140K - $170K
64.7K $5.89M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.18K
+ 6.66%
$33.38 - $40.81 $173K - $211K
82.9K $3.38M
WING
Wingstop Inc.

Consumer Cyclical
234
+ 8.17%
$210.24 - $381.46 $49.2K - $89.3K
3.1K $1.04M
GNTY
Guaranty Bancshares Inc

Financial Services
5
+ 0.0%
$37.41 - $43.28 $187 - $216
164K $6.97M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
3K
+ 61.6%
$100.45 - $111.8 $301K - $335K
7.87K $879K
CPNG
Coupang, Inc.

Consumer Cyclical
2.95K
+ 7.86%
$19.76 - $30.81 $58.2K - $90.8K
40.4K $1.21M
BMAY
Innovator U.S. Equity Buffer E

ETFs
8.6K
+ 106.16%
$36.09 - $42.2 $310K - $363K
16.7K $704K
JXN
Jackson Financial Inc.

Financial Services
655
+ 1.05%
$70.35 - $89.5 $46.1K - $58.6K
62.8K $5.57M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.4K
+ 64.64%
$27.3 - $31.8 $285K - $332K
26.6K $846K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
371
+ 0.79%
$58.52 - $71.7 $21.7K - $26.6K
47.2K $3.24M
PBT
Permian Basin Royalty Trust

Energy
84
+ 0.06%
$8.81 - $12.46 $740 - $1.05K
139K $1.73M
BWXT
Bwx Technologies, Inc.

Industrials
26
+ 0.35%
$89.24 - $144.06 $2.32K - $3.75K
7.55K $1.09M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 21.42%
$91.62 - $109.97 $219K - $263K
13.6K $1.49M
VFH
Vanguard Financial ETF

ETFs
1.37K
+ 6.91%
$104.87 - $127.3 $144K - $175K
21.3K $2.71M
CINF
Cincinnati Financial Corp

Financial Services
1.91K
+ 5.08%
$126.6 - $151.6 $242K - $290K
39.5K $5.88M
IYF
Ishares Tr

ETFs
2.18K
+ 32.75%
$99.23 - $120.99 $216K - $264K
8.83K $1.07M
HTGC
Hercules Capital, Inc.

Financial Services
17.7K
+ 125.76%
$16.24 - $19.1 $287K - $337K
31.7K $579K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.37K
+ 42.0%
$89.87 - $92.93 $302K - $313K
11.4K $1.05M
VST
Vistra Corp.

Utilities
78
+ 2.04%
$98.07 - $195.04 $7.65K - $15.2K
3.91K $757K
GPI
Group 1 Automotive Inc

Consumer Cyclical
4
+ 0.07%
$372.3 - $448.86 $1.49K - $1.8K
5.53K $2.42M
DNP
Dnp Select Income Fund Inc

Financial Services
31.3K
+ 58.97%
$8.89 - $9.88 $278K - $309K
84.2K $824K
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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