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
KHC
Kraft Heinz CO

Consumer Defensive
7.31K
+ 2.58%
$28.51 - $32.22 $208K - $236K
291K $8.84M
K
Kellogg CO

Consumer Defensive
1.5K
+ 12.61%
$81.06 - $82.9 $122K - $124K
13.4K $1.11M
PKB
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 77.28%
$66.66 - $82.75 $166K - $206K
5.72K $385K
BJAN
Innovator U.S. Equity Buffer E

ETFs
3.32K
+ 30.67%
$46.03 - $49.45 $153K - $164K
14.1K $658K
RDVY
First Trust Rising Dividend Ac

ETFs
2.54K
+ 14.4%
$57.22 - $63.39 $145K - $161K
20.1K $1.18M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.33K
+ 19.94%
$89.27 - $92.9 $119K - $124K
8.01K $740K
PLD
Prologis, Inc.

Real Estate
25
+ 0.11%
$103.59 - $124.04 $2.59K - $3.1K
21.9K $2.45M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.19K
+ 6.06%
$28.11 - $32.0 $61.6K - $70.2K
38.4K $1.18M
DVN
Devon Energy Corp

Energy
1.65K
+ 11.17%
$33.15 - $38.55 $54.6K - $63.5K
16.4K $613K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
618
+ 7.64%
$98.98 - $113.18 $61.2K - $69.9K
8.7K $984K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.03K
+ 27.4%
$25.08 - $25.39 $126K - $128K
23.4K $591K
MU
Micron Technology Inc

Technology
822
+ 4.0%
$86.89 - $109.38 $71.4K - $89.9K
21.4K $1.86M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 2.91%
$1187.71 - $1432.58 $15.4K - $18.6K
460 $658K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.4K
+ 24.27%
$61.25 - $72.83 $85.7K - $102K
7.16K $506K
VPU
Vanguard Utilities ETF

ETFs
329
+ 3.53%
$161.24 - $173.33 $53K - $57K
9.64K $1.65M
HLN
Haleon PLC

Healthcare
11K
+ 72.82%
$9.02 - $10.67 $99.5K - $118K
26.2K $269K
IVE
Ishares S&P 500 Value ETF

ETFs
769
+ 0.92%
$185.78 - $198.58 $143K - $153K
84.3K $16.1M
AR
Antero Resources Corp

Energy
2.15K
+ 34.75%
$33.64 - $41.42 $72.3K - $89K
8.33K $336K
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.45K
+ 10.26%
$38.22 - $41.19 $93.5K - $101K
26.3K $1.06M
DHI
Horton D R Inc

Consumer Cyclical
1.09K
+ 73.87%
$125.29 - $147.65 $137K - $161K
2.57K $326K
EXC
Exelon Corp

Utilities
198
+ 1.53%
$37.3 - $46.08 $7.39K - $9.12K
13.1K $605K
NSC
Norfolk Southern Corp

Industrials
388
+ 3.19%
$227.69 - $259.76 $88.3K - $101K
12.5K $2.97M
IHF
Ishares Tr

ETFs
2
+ 0.01%
$47.84 - $53.21 $95.7 - $106
24.3K $1.28M
BK
Bank Of New York Mellon Corp

Financial Services
251
+ 1.85%
$75.42 - $88.95 $18.9K - $22.3K
13.8K $1.16M
SHW
Sherwin Williams CO

Basic Materials
177
+ 3.1%
$330.16 - $365.55 $58.4K - $64.7K
5.88K $2.05M
IT
Gartner Inc

Technology
551
+ 30.58%
$418.25 - $548.38 $230K - $302K
2.35K $987K
VTR
Ventas, Inc.

Real Estate
138
+ 1.32%
$56.9 - $70.47 $7.85K - $9.72K
10.6K $729K
BLW
Blackrock LTD Duration Income Trust

Financial Services
7.9K
+ 58.73%
$13.95 - $14.38 $110K - $114K
21.4K $302K
JCI
Johnson Controls International PLC

Industrials
1.25K
+ 20.33%
$76.12 - $90.6 $95.1K - $113K
7.39K $592K
BDX
Becton Dickinson & CO

Healthcare
440
+ 16.66%
$222.79 - $249.08 $98K - $110K
3.08K $705K
EOSE
Eos Energy Enterprises, Inc.

Industrials
41.8K
+ 99.89%
$3.78 - $6.08 $158K - $254K
83.7K $316K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.72K
+ 22.12%
$45.72 - $51.73 $170K - $192K
20.5K $944K
IEO
Ishares Tr

ETFs
87
+ 0.44%
$86.02 - $99.13 $7.48K - $8.62K
19.8K $1.87M
JHMM
John Hancock Multifactor Mid C

ETFs
2.07K
+ 26.36%
$55.69 - $63.12 $115K - $131K
9.92K $568K
ESGR
Enstar Group LTD

Financial Services
210
+ 8.56%
$324.4 - $333.99 $68.1K - $70.1K
2.66K $885K
GOLD
Barrick Gold Corp

Basic Materials
189
+ 0.85%
$15.45 - $19.56 $2.92K - $3.7K
22.5K $437K
FBT
First Trust Nyse Arca Biotechn

ETFs
400
+ 6.51%
$164.86 - $182.19 $65.9K - $72.9K
6.55K $1.11M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.19K
+ 4.35%
$39.4 - $42.61 $86.2K - $93.2K
52.5K $2.12M
APP
App Lovin Corp

Technology
793
+ 39.24%
$238.08 - $510.13 $189K - $405K
2.81K $745K
ALC
Alcon Inc

Healthcare
599
+ 18.2%
$82.73 - $96.8 $49.6K - $58K
3.89K $369K
FISV
Fiserv Inc

Technology
698
+ 15.14%
N/A
5.31K $664K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.99K
+ 8.58%
$96.93 - $109.51 $484K - $546K
63.2K $6.19M
CPNG
Coupang, Inc.

Consumer Cyclical
3.92K
+ 11.69%
$21.34 - $25.52 $83.7K - $100K
37.5K $822K
ATO
Atmos Energy Corp

Utilities
268
+ 9.94%
$136.51 - $154.58 $36.6K - $41.4K
2.97K $458K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.8K
+ 42.6%
$47.03 - $47.8 $84.7K - $86K
6.03K $283K
SLF
Sun Life Financial Inc

Financial Services
1.68K
+ 25.95%
$54.05 - $59.19 $90.6K - $99.2K
8.14K $465K
HES
Hess Corp

Energy
70
+ 2.63%
$135.42 - $160.52 $9.48K - $11.2K
2.73K $435K
NUVB
Nuvation Bio Inc.

Healthcare
73.5K
+ 137.25%
$1.76 - $3.25 $129K - $239K
127K $223K
CTRA
Coterra Energy Inc.

Energy
1.14K
+ 8.49%
$25.51 - $29.83 $29.1K - $34K
14.6K $421K
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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