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
LNC
Lincoln National Corp

Financial Services
10.7K
+ 19.62%
$28.95 - $37.27 $308K - $397K
64.9K $2.25M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.03K
+ 5.7%
$37.77 - $48.45 $76.8K - $98.5K
37.7K $1.83M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.25K
+ 15.98%
$106.81 - $136.49 $134K - $171K
9.1K $1.24M
O
Realty Income Corp

Real Estate
5.42K
+ 11.03%
$52.27 - $58.52 $283K - $317K
54.5K $3.14M
ARCC
Ares Capital Corp

Financial Services
16.1K
+ 5.11%
$18.91 - $22.43 $305K - $362K
332K $7.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.13K
+ 4.41%
$30.87 - $39.17 $65.8K - $83.5K
50.5K $1.98M
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.61K
+ 2.35%
$18.34 - $24.56 $29.5K - $39.5K
70K $1.71M
DFAE
Dimensional ETF Tr

ETFs
1.57K
+ 2.01%
$22.87 - $28.95 $36K - $45.5K
79.7K $2.31M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.26K
+ 73.39%
$67.83 - $92.33 $424K - $578K
14.8K $1.07M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
143
+ 1.04%
$104.23 - $134.39 $14.9K - $19.2K
13.9K $1.87M
PWR
Quanta Services, Inc.

Industrials
286
+ 22.03%
$239.47 - $381.26 $68.5K - $109K
1.58K $598K
ROK
Rockwell Automation, Inc

Industrials
395
+ 21.74%
$218.97 - $332.17 $86.5K - $131K
2.21K $734K
IGM
Ishares Expanded Tech Sector E

ETFs
169
+ 1.51%
$79.8 - $112.34 $13.5K - $19K
11.4K $1.28M
PAYX
Paychex Inc

Industrials
2.07K
+ 37.74%
$137.01 - $159.78 $283K - $330K
7.54K $1.1M
CDNS
Cadence Design Systems Inc

Technology
554
+ 38.29%
$231.64 - $323.08 $128K - $179K
2K $616K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.85K
+ 60.62%
$50.52 - $50.92 $245K - $247K
12.9K $654K
SHW
Sherwin Williams CO

Basic Materials
819
+ 13.93%
$313.51 - $363.51 $257K - $298K
6.7K $2.3M
EW
Edwards Lifesciences Corp

Healthcare
995
+ 3.39%
$67.07 - $78.22 $66.7K - $77.8K
30.4K $2.37M
POWL
Powell Industries Inc

Industrials
4
+ 0.07%
$159.38 - $211.34 $638 - $845
6.04K $1.27M
CELH
Celsius Holdings, Inc.

Consumer Defensive
19
+ 0.09%
$33.89 - $46.39 $644 - $881
21.9K $1.02M
ITA
Ishares Tr

ETFs
75
+ 1.2%
$135.31 - $188.64 $10.1K - $14.1K
6.33K $1.19M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.39K
+ 2.38%
$23.96 - $24.27 $201K - $204K
361K $8.76M
UIHC
United Insurance Holdings Corp.

Financial Services
31.4K
+ 101.41%
N/A
62.4K $467K
QUAL
Ishares Msci Usa Quality Facto

ETFs
122
+ 0.69%
$152.42 - $182.82 $18.6K - $22.3K
17.9K $3.27M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.58%
$1794.73 - $2613.63 $3.59K - $5.23K
348 $909K
DLR
Digital Realty Trust, Inc.

Real Estate
132
+ 1.95%
$136.11 - $177.69 $18K - $23.5K
6.89K $1.2M
JHMM
John Hancock Multifactor Mid C

ETFs
3.15K
+ 31.74%
$50.32 - $61.13 $158K - $192K
13.1K $798K
PGR
Progressive Corp

Financial Services
1.38K
+ 16.07%
$255.27 - $288.74 $351K - $397K
9.93K $2.65M
BSEP
Innovator U.S. Equity Buffer E

ETFs
3.97K
+ 28.02%
$38.32 - $45.16 $152K - $179K
18.1K $819K
USB
Us Bancorp \De\

Financial Services
2.91K
+ 9.23%
$36.4 - $45.76 $106K - $133K
34.4K $1.56M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.3K
+ 11.2%
$26.66 - $33.09 $115K - $142K
42.7K $1.41M
AGNC
Agnc Investment Corp.

Real Estate
25.5K
+ 116.08%
$8.12 - $9.49 $207K - $242K
47.5K $436K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
10.4K
+ 8.44%
$11.53 - $13.87 $120K - $144K
133K $1.85M
CME
Cme Group Inc.

Financial Services
714
+ 31.0%
$252.37 - $290.71 $180K - $208K
3.02K $831K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.3K
+ 2.02%
N/A
469K $11.1M
BSX
Boston Scientific Corp

Healthcare
1.17K
+ 8.93%
$89.7 - $107.41 $105K - $126K
14.3K $1.54M
FAST
Fastenal CO

Industrials
35.4K
+ 98.32%
$40.65 - $83.16 $1.44M - $2.94M
71.4K $3M
CMI
Cummins Inc

Industrials
36
+ 0.26%
$267.12 - $336.65 $9.62K - $12.1K
13.8K $4.52M
PSTG
Pure Storage, Inc.

Technology
662
+ 5.29%
$37.18 - $57.58 $24.6K - $38.1K
13.2K $758K
EQT
Eqt Corp

Energy
811
+ 2.53%
$46.11 - $60.44 $37.4K - $49K
32.8K $1.92M
ICLN
Ishares

ETFs
1.83K
+ 1.73%
$10.56 - $13.31 $19.4K - $24.4K
108K $1.42M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
4.23K
+ 20.0%
$30.77 - $35.62 $130K - $151K
25.4K $904K
HSBC
Hsbc Holdings PLC

Financial Services
3.01K
+ 54.8%
$46.68 - $61.09 $140K - $184K
8.49K $516K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
631
+ 1.64%
$38.59 - $47.36 $24.4K - $29.9K
39.1K $1.85M
CTAS
Cintas Corp

Industrials
694
+ 28.15%
$190.11 - $227.66 $132K - $158K
3.16K $704K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.55K
+ 0.72%
$85.42 - $94.39 $133K - $146K
218K $20.5M
NUVB
Nuvation Bio Inc.

Healthcare
84.9K
+ 66.82%
$1.66 - $2.53 $141K - $215K
212K $413K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
207
+ 0.83%
$60.34 - $74.89 $12.5K - $15.5K
25K $1.87M
IRM
Iron Mountain Inc

Real Estate
645
+ 9.0%
$76.93 - $105.25 $49.6K - $67.9K
7.81K $801K
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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