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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.4K
+ 2.91%
$25.38 - $26.27 $86.2K - $89.2K
120K $3.16M
STLD
Steel Dynamics Inc

Basic Materials
1.84K
+ 32.01%
N/A
7.6K $746K
FWRD
Forward Air Corp

Industrials
120
+ 1.12%
$18.65 - $37.23 $2.24K - $4.47K
10.9K $384K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
681
+ 0.94%
$46.18 - $48.92 $31.4K - $33.3K
73.4K $3.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.47K
+ 10.98%
$79.29 - $84.02 $116K - $123K
14.8K $1.24M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.26K
+ 22.31%
$114.52 - $127.8 $144K - $161K
6.89K $864K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.52K
+ 26.91%
$90.01 - $95.32 $137K - $145K
7.17K $678K
CPNG
Coupang, Inc.

Consumer Cyclical
1.86K
+ 5.84%
$19.79 - $24.92 $36.8K - $46.3K
33.7K $826K
AVSC
American Centy ETF Tr Avantis
1.06K
+ 4.36%
$49.07 - $56.13 $51.8K - $59.3K
25.3K $1.36M
JCI
Johnson Controls International PLC

Industrials
434
+ 3.96%
$65.52 - $77.61 $28.4K - $33.7K
11.4K $883K
MLPA
Global X Mlp ETF

ETFs
3.55K
+ 7.58%
$45.78 - $49.84 $163K - $177K
50.4K $2.42M
IIM
Invesco Value Municipal Income Trust

Financial Services
10.6K
+ 59.7%
$12.19 - $12.99 $129K - $138K
28.4K $365K
LDOS
Leidos Holdings, Inc.

Technology
471
+ 11.95%
$142.66 - $163.02 $67.2K - $76.8K
4.41K $719K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
279
+ 0.51%
$35.01 - $41.8 $9.77K - $11.7K
54.5K $2.28M
BTU
Peabody Energy Corp

Energy
1.27K
+ 5.25%
$20.56 - $26.53 $26.1K - $33.6K
25.4K $673K
BFC
Bank First Corp

Financial Services
4
+ 0.02%
$79.98 - $95.62 $320 - $382
16.7K $1.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
263
+ 1.83%
$87.56 - $95.49 $23K - $25.1K
14.7K $1.4M
FBT
First Trust Nyse Arca Biotechn

ETFs
100
+ 1.65%
$152.39 - $172.91 $15.2K - $17.3K
6.15K $1.06M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
979
+ 1.43%
$25.21 - $28.46 $24.7K - $27.9K
69.4K $1.95M
ACGL
Arch Capital Group Ltd.

Financial Services
34
+ 0.31%
$94.47 - $114.25 $3.21K - $3.88K
10.9K $1.22M
LHX
L3 Harris Technologies, Inc.

Industrials
298
+ 8.49%
$221.96 - $243.27 $66.1K - $72.5K
3.81K $906K
EQT
Eqt Corp

Energy
3.47K
+ 11.99%
$30.21 - $37.21 $105K - $129K
32.4K $1.19M
IHE
Ishares Tr

ETFs
410
+ 2.08%
$65.61 - $72.86 $26.9K - $29.9K
20.1K $1.42M
IIPR
Innovative Industrial Properties Inc

Real Estate
25
+ 0.58%
$107.56 - $136.78 $2.69K - $3.42K
4.33K $583K
ARCC
Ares Capital Corp

Financial Services
4.21K
+ 1.88%
$19.8 - $21.28 $83.4K - $89.6K
229K $4.79M
LNC
Lincoln National Corp

Financial Services
2.87K
+ 6.34%
$28.71 - $34.05 $82.5K - $97.8K
48.2K $1.52M
TPR
Tapestry, Inc.

Consumer Cyclical
1.88K
+ 40.04%
$36.29 - $47.94 $68.3K - $90.2K
6.58K $309K
CCOR
Listed Fds Tr Core Alternative

ETFs
350
+ 0.88%
$24.72 - $27.8 $8.65K - $9.73K
39.9K $1.09M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.45K
+ 14.62%
$41.02 - $46.01 $59.4K - $66.6K
11.4K $516K
CPB
Campbell Soup CO

Consumer Defensive
1.71K
+ 30.69%
$45.01 - $51.89 $76.7K - $88.5K
7.26K $355K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
9.2K
+ 84.4%
$10.21 - $10.93 $93.9K - $101K
20.1K $216K
AVDV
American Centy ETF Tr Avantis

ETFs
801
+ 10.91%
$62.52 - $71.12 $50.1K - $57K
8.15K $575K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
435
+ 6.53%
$93.07 - $102.32 $40.5K - $44.5K
7.1K $726K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.53K
+ 3.18%
$85.84 - $85.84 $132K - $132K
49.8K $4.27M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.7K
+ 19.0%
$23.13 - $23.43 $85.7K - $86.8K
23.2K $543K
ABC
Amerisourcebergen Corp

Healthcare
481
+ 22.31%
N/A
2.64K $488K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
10
+ 0.02%
$19.52 - $21.75 $195 - $218
47.8K $1.04M
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.65K
+ 13.08%
$39.49 - $42.12 $65K - $69.4K
14.2K $599K
BALT
Innovator Etfs Tr
1.59K
+ 3.48%
$29.76 - $30.83 $47.3K - $49K
47.2K $1.46M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
150
+ 1.52%
$61.04 - $71.27 $9.16K - $10.7K
10K $693K
MCI
Barings Corporate Investors

Financial Services
988
+ 2.2%
$17.17 - $19.93 $17K - $19.7K
45.9K $915K
INMD
In Mode Ltd.

Healthcare
6.84K
+ 24.38%
$15.43 - $19.06 $106K - $130K
34.9K $590K
APO
Apollo Global Management, Inc.

Financial Services
193
+ 2.46%
$99.16 - $125.81 $19.1K - $24.3K
8.03K $1M
BUR
Burford Capital LTD

Financial Services
5.24K
+ 13.79%
$12.44 - $14.22 $65.2K - $74.6K
43.3K $573K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
843
+ 6.62%
$38.03 - $42.06 $32.1K - $35.5K
13.6K $567K
EWBC
East West Bancorp Inc

Financial Services
276
+ 4.93%
$70.41 - $88.25 $19.4K - $24.4K
5.88K $486K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
2.65K
+ 13.3%
$22.96 - $23.97 $60.9K - $63.6K
22.6K $537K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
13
+ 0.26%
$108.3 - $128.14 $1.41K - $1.67K
5.1K $633K
RDVY
First Trust Rising Dividend Ac

ETFs
453
+ 4.24%
$53.68 - $59.24 $24.3K - $26.8K
11.1K $659K
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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