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
FTCS
First Trust Capital Strength E

ETFs
1.83K
+ 11.54%
$81.6 - $92.39 $149K - $169K
17.6K $1.6M
TDG
Trans Digm Group Inc

Industrials
56
+ 7.79%
$1231.75 - $1520.64 $69K - $85.2K
775 $1.18M
KKR
Kkr & Co. Inc.

Financial Services
30
+ 0.29%
$92.79 - $134.29 $2.78K - $4.03K
10.2K $1.36M
NXE
Nex Gen Energy Ltd.

Energy
20K
+ 117.65%
$4.06 - $6.99 $81.2K - $140K
37K $256K
FLEX
Flex Ltd.

Technology
516
+ 5.68%
$26.68 - $50.09 $13.8K - $25.8K
9.6K $479K
SO
Southern CO

Utilities
2.06K
+ 2.38%
$84.91 - $92.56 $175K - $191K
88.6K $8.14M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.65K
+ 9.9%
$39.43 - $49.34 $64.9K - $81.2K
18.3K $864K
EOSE
Eos Energy Enterprises, Inc.

Industrials
12.7K
+ 15.18%
$3.3 - $7.11 $41.9K - $90.3K
96.4K $493K
UNP
Union Pacific Corp

Industrials
1.77K
+ 4.7%
$208.27 - $238.46 $369K - $423K
39.5K $9.09M
BUR
Burford Capital LTD

Financial Services
8.67K
+ 18.78%
$10.91 - $14.43 $94.5K - $125K
54.8K $781K
VICI
Vici Properties Inc.

Real Estate
5.31K
+ 3.17%
$29.41 - $32.97 $156K - $175K
173K $5.64M
SGOL
Abrdn Gold ETF Trust

ETFs
3.05K
+ 7.16%
$28.39 - $32.75 $86.5K - $99.8K
45.6K $1.44M
BAPR
Innovator U.S. Equity Buffer E

ETFs
2.78K
+ 18.43%
$38.86 - $45.19 $108K - $126K
17.9K $808K
MCO
Moodys Corp

Financial Services
185
+ 9.0%
$396.7 - $501.59 $73.4K - $92.8K
2.24K $1.12M
GRMN
Garmin LTD

Technology
1.79K
+ 7.24%
$173.63 - $218.07 $311K - $391K
26.5K $5.54M
CTRA
Coterra Energy Inc.

Energy
8.5K
+ 58.27%
$22.6 - $29.07 $192K - $247K
23.1K $585K
APLD
Applied Blockchain, Inc.

Financial Services
4.82K
+ 19.14%
$3.53 - $13.86 $17K - $66.8K
30K $302K
OKTA
Okta, Inc.

Technology
5.26K
+ 7.55%
$91.24 - $127.3 $480K - $670K
75K $7.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.82K
+ 4.91%
$82.21 - $83.12 $150K - $151K
38.9K $3.23M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
825
+ 0.14%
$41.1 - $42.37 $33.9K - $35K
610K $25.8M
HYLS
First Tr Tactical High Yield L

ETFs
3.5K
+ 56.14%
$39.8 - $41.84 $139K - $146K
9.73K $406K
CHK
Chesapeake Energy Corp

Energy
1.76K
+ 37.02%
N/A
6.53K $559K
SCHC
Schwab Strategic Tr Intl Small

ETFs
360
+ 1.81%
$32.41 - $42.59 $11.7K - $15.3K
20.2K $862K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.77K
+ 2.59%
$22.7 - $23.33 $108K - $111K
189K $4.41M
KNSL
Kinsale Capital Group, Inc.

Financial Services
317
+ 16.06%
$419.99 - $501.97 $133K - $159K
2.29K $1.11M
IWN
Ishares Russell2000 Val ETF

ETFs
259
+ 1.7%
$131.84 - $157.76 $34.1K - $40.9K
15.5K $2.45M
SWKS
Skyworks Solutions, Inc.

Technology
1.42K
+ 39.01%
$49.2 - $74.95 $70K - $107K
5.07K $377K
MLM
Martin Marietta Materials Inc

Basic Materials
163
+ 22.18%
$452.51 - $568.19 $73.8K - $92.6K
898 $492K
S
Sentinel One, Inc.

Technology
6.06K
+ 2.27%
$16.17 - $20.34 $98K - $123K
273K $4.99M
BJUL
Innovator U.S. Equity Buffer E

ETFs
1.46K
+ 8.47%
$39.61 - $47.13 $57.8K - $68.8K
18.7K $880K
MEDP
Medpace Holdings, Inc.

Healthcare
201
+ 2.54%
$277.23 - $315.28 $55.7K - $63.4K
8.11K $2.54M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.75K
+ 45.64%
$45.89 - $47.6 $126K - $131K
8.78K $417K
ADT
Adt Inc.

Industrials
10.9K
+ 8.93%
$7.54 - $8.6 $81.8K - $93.3K
132K $1.12M
GTLB
Gitlab Inc.

Technology
4.88K
+ 10.36%
$40.52 - $53.43 $198K - $261K
52K $2.35M
LHX
L3 Harris Technologies, Inc.

Industrials
31
+ 1.06%
$200.21 - $256.99 $6.21K - $7.97K
2.97K $744K
PRF
Invesco Exchange Traded Fd Tr

ETFs
673
+ 1.28%
$35.77 - $42.27 $24.1K - $28.4K
53.1K $2.25M
BTU
Peabody Energy Corp

Energy
9.62K
+ 21.34%
$10.31 - $15.28 $99.1K - $147K
54.7K $733K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.71K
+ 12.6%
$37.51 - $45.52 $64.3K - $78K
15.3K $693K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.64K
+ 18.9%
$55.35 - $65.57 $90.8K - $108K
10.3K $670K
MSI
Motorola Solutions, Inc.

Technology
552
+ 8.28%
$394.72 - $440.39 $218K - $243K
7.22K $3.04M
BALT
Innovator Etfs Tr
2.35K
+ 4.48%
$30.33 - $32.1 $71.2K - $75.4K
54.8K $1.76M
IVT
Inven Trust Properties Corp.

Real Estate
4.95K
+ 35.32%
$25.97 - $29.73 $129K - $147K
19K $520K
BEAT
Heart Beam, Inc.

Healthcare
147K
+ 147.06%
$1.25 - $2.0 $184K - $294K
247K $308K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
108
+ 2.52%
$40.51 - $71.03 $4.38K - $7.67K
4.4K $309K
TJX
Tjx Companies Inc

Consumer Cyclical
362
+ 1.03%
$119.13 - $135.03 $43.1K - $48.9K
35.5K $4.38M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
169
+ 19.49%
$224.32 - $326.09 $37.9K - $55.1K
1.04K $337K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 11.11%
$725400.0 - $809350.0 $725K - $809K
10 $7.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.18K
+ 2.46%
N/A
49.4K $4.24M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
11
+ 0.37%
$96.11 - $173.53 $1.06K - $1.91K
2.97K $514K
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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