Beacon Pointe Advisors, LLC Incresed Positions in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
8.43K
+ 4.8%
$114.45 - $127.21 $965K - $1.07M
184K $21.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
479
+ 3.19%
$29.73 - $30.81 $14.2K - $14.8K
15.5K $472K
VMC
Vulcan Materials CO

Basic Materials
66
+ 6.32%
$237.95 - $292.31 $15.7K - $19.3K
1.11K $285K
AGNC
Agnc Investment Corp.

Real Estate
4.83K
+ 28.49%
$9.21 - $10.59 $44.5K - $51.2K
21.8K $200K
RSG
Republic Services, Inc.

Industrials
107
+ 2.35%
$198.0 - $218.75 $21.2K - $23.4K
4.66K $938K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
202
+ 2.93%
$123.69 - $133.68 $25K - $27K
7.09K $886K
TYL
Tyler Technologies Inc

Technology
54
+ 3.73%
$576.64 - $635.69 $31.1K - $34.3K
1.5K $865K
HUMA
Humacyte, Inc.

Healthcare
5K
+ 33.33%
$3.46 - $5.81 $17.3K - $29K
20K $101K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
3.19K
+ 20.59%
$8.51 - $9.15 $27.2K - $29.2K
18.7K $160K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
523
+ 8.3%
$48.33 - $49.08 $25.3K - $25.7K
6.82K $330K
HPQ
Hp Inc

Technology
2.8K
+ 12.71%
$32.46 - $39.3 $90.9K - $110K
24.8K $809K
KRC
Kilroy Realty Corp

Real Estate
107
+ 1.53%
$37.51 - $43.55 $4.01K - $4.66K
7.09K $286K
MPLX
Mplx LP

Energy
13
+ 0.28%
$43.77 - $51.66 $569 - $672
4.71K $225K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
9
+ 0.31%
$157.33 - $189.22 $1.42K - $1.7K
2.95K $498K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
95
+ 2.14%
$62.09 - $82.32 $5.9K - $7.82K
4.54K $303K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.1%
$216.72 - $244.71 $217 - $245
997 $234K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
237
+ 3.65%
N/A
6.73K $420K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
3.2K
+ 6.73%
$5.64 - $5.93 $18K - $19K
50.8K $288K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.55K
+ 12.16%
$12.12 - $13.1 $30.9K - $33.4K
23.5K $286K
WEC
Wec Energy Group, Inc.

Utilities
433
+ 3.33%
$92.94 - $101.82 $40.2K - $44.1K
13.4K $1.26M
OBE
Obsidian Energy Ltd.

Energy
28
+ 0.07%
$4.91 - $6.36 $137 - $178
40.5K $235K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.54K
+ 100.19%
$27.45 - $55.56 $207K - $419K
15.1K $426K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
205
+ 1.17%
$89.01 - $96.24 $18.2K - $19.7K
17.7K $1.59M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
95
+ 3.66%
$99.0 - $99.5 $9.41K - $9.45K
2.69K $267K
GAB
Gabelli Equity Trust Inc

Financial Services
2K
+ 7.14%
$5.36 - $5.83 $10.7K - $11.7K
30K $161K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
31
+ 1.42%
$111.85 - $120.71 $3.47K - $3.74K
2.21K $254K
IOO
Ishares Tr Global 100 ETF

ETFs
2
+ 0.04%
$97.46 - $103.45 $195 - $207
5.02K $505K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
72
+ 2.29%
$84.34 - $95.14 $6.07K - $6.85K
3.21K $280K
EGY
Vaalco Energy Inc

Energy
8K
+ 40.0%
$4.24 - $6.38 $33.9K - $51K
28K $122K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
150
+ 0.62%
$14.04 - $14.76 $2.11K - $2.21K
24.2K $346K
FFIN
First Financial Bankshares Inc

Financial Services
1.32K
+ 2.89%
$35.49 - $43.05 $46.9K - $56.9K
47.1K $1.7M
AOA
Ishares Tr Core Aggressive All

ETFs
172
+ 4.74%
$76.61 - $79.88 $13.2K - $13.7K
3.8K $291K
UAA
Under Armour, Inc.

Consumer Cyclical
2.08K
+ 10.73%
$8.21 - $11.13 $17.1K - $23.2K
21.5K $177K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.06%
$76.21 - $82.24 $152 - $164
3.28K $255K
OESX
Orion Energy Systems, Inc.

Industrials
5.91K
+ 29.54%
$0.76 - $1.01 $4.49K - $5.97K
25.9K $19K
Skyward Specialty Ins Group
2.8K
+ 23.76%
N/A
14.6K $0
Sila Realty Trust Inc
2.71K
+ 30.76%
N/A
11.5K $0
Reddit Inc
1.44K
+ 47.48%
N/A
4.48K $0
Vanguard Calif Tax Free Fds
1.6K
+ 18.94%
N/A
10.1K $0
Solventum Corp
694
+ 8.26%
N/A
9.09K $0
Invesco Exch Trd Slf Idx Fd
225
+ 2.25%
N/A
10.2K $0
Blackrock ETF Trust Ii
399
+ 4.86%
N/A
8.6K $0
Dimensional ETF Trust
20.4K
+ 2.81%
N/A
747K $0
Dimensional ETF Trust
2.12K
+ 37.96%
N/A
7.69K $0
Core Scientific Inc New
344
+ 0.1%
N/A
339K $0
Dimensional ETF Trust
7.19K
+ 4.22%
N/A
177K $0
Ea Series Trust
40.7K
+ 27.33%
N/A
190K $0
Ishares Tr
1.84K
+ 15.28%
N/A
13.9K $0
Exchange Traded Concepts Tru
1.6K
+ 7.33%
N/A
23.5K $0
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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