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
Global X Fds
1.47K
+ 15.98%
N/A
10.7K $0
IR
Ingersoll Rand Inc.

Industrials
442
+ 8.53%
$90.46 - $105.35 $40K - $46.6K
5.63K $508K
PNOV
Innovator U.S. Equity Power Bu
86K
+ 50.79%
N/A
255K $0
BAUG
Innovator U.S. Equity Buffer E
376
+ 0.93%
N/A
40.7K $0
Innovator Etfs Trust
6.77K
+ 50.91%
N/A
20.1K $0
Ishares Ethereum Tr
46.4K
+ 235.52%
N/A
66.1K $0
Ishares Bitcoin Trust ETF
7.28K
+ 26.14%
N/A
35.1K $0
SGOL
Abrdn Gold ETF Trust

ETFs
160
+ 0.39%
$24.46 - $26.62 $3.91K - $4.26K
40.7K $1.02M
Invesco Exch Trd Slf Idx Fd
232
+ 1.89%
N/A
12.5K $0
Ge Healthcare Technologies I
1.55K
+ 12.82%
N/A
13.7K $0
J P Morgan Exchange Traded F
67
+ 0.61%
N/A
11.1K $0
Brookfield Corp
2.11K
+ 3.13%
N/A
69.5K $0
Amplify ETF Tr
200
+ 2.89%
N/A
7.11K $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
69
+ 0.41%
$19.38 - $19.58 $1.34K - $1.35K
16.7K $325K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
431
+ 2.36%
$69.58 - $74.87 $30K - $32.3K
18.7K $1.31M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8
+ 0.11%
$50.67 - $50.9 $405 - $407
7.51K $380K
NEAR
Blackrock Short Maturity Bond

ETFs
49
+ 1.15%
$50.28 - $51.08 $2.46K - $2.5K
4.3K $217K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
275
+ 1.46%
$20.78 - $21.38 $5.71K - $5.88K
19.1K $400K
VDE
Vanguard Energy ETF

ETFs
102
+ 0.8%
$116.67 - $136.78 $11.9K - $14K
12.9K $1.56M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6
+ 0.05%
$23.26 - $23.6 $140 - $142
11.1K $259K
VTWV
Vanguard Russell 2000 Value Et

ETFs
15
+ 0.75%
$143.69 - $159.92 $2.16K - $2.4K
2.02K $292K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
24
+ 0.16%
$9.64 - $10.11 $231 - $243
15K $147K
ED
Consolidated Edison Inc

Utilities
2.48K
+ 16.47%
$88.87 - $107.38 $220K - $266K
17.5K $1.56M
PSCD
Invesco S&P Smallcap Consumer

ETFs
5
+ 0.25%
$104.98 - $118.31 $525 - $592
1.99K $216K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.06%
$86.65 - $94.9 $260 - $285
5.45K $473K
EXC
Exelon Corp

Utilities
821
+ 6.78%
$36.22 - $40.97 $29.7K - $33.6K
12.9K $486K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
295
+ 1.47%
$10.26 - $10.82 $3.03K - $3.19K
20.4K $211K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
6
+ 0.02%
$23.48 - $23.73 $141 - $142
31.4K $739K
UA
Under Armour Inc Cl C

Consumer Cyclical
1.31K
+ 7.56%
$7.37 - $9.94 $9.68K - $13.1K
18.7K $139K
MEAR
Blackrock Short Maturity Munic

ETFs
11
+ 0.05%
$49.94 - $50.28 $549 - $553
21K $1.05M
PVAL
Putnam ETF Tr Putnam Focused L
36
+ 0.39%
$36.85 - $39.99 $1.33K - $1.44K
9.37K $347K
OHI
Omega Healthcare Investors Inc

Real Estate
254
+ 3.88%
$37.51 - $42.56 $9.53K - $10.8K
6.8K $257K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
2
+ 0.04%
$43.36 - $48.87 $86.7 - $97.7
5.41K $239K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
346
+ 5.59%
$99.2 - $108.47 $34.3K - $37.5K
6.54K $651K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
44
+ 0.35%
$11.42 - $12.5 $502 - $550
12.6K $145K
HAS
Hasbro, Inc.

Consumer Cyclical
676
+ 22.82%
$55.71 - $72.94 $37.7K - $49.3K
3.64K $203K
HLN
Haleon PLC

Healthcare
386
+ 2.61%
$9.23 - $10.71 $3.56K - $4.13K
15.2K $144K
DKNG
Draft Kings Inc.

Consumer Cyclical
203
+ 1.93%
$35.32 - $44.84 $7.17K - $9.1K
10.7K $398K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
262
+ 1.17%
$13.32 - $14.3 $3.49K - $3.75K
22.6K $303K
PMF
Pimco Municipal Income Fund

Financial Services
153
+ 1.31%
$8.88 - $10.38 $1.36K - $1.59K
11.8K $106K
SYLD
Cambria Shareholder Yld ETF

ETFs
201
+ 2.74%
$68.06 - $76.27 $13.7K - $15.3K
7.53K $515K
ALC
Alcon Inc

Healthcare
321
+ 10.81%
$83.87 - $99.15 $26.9K - $31.8K
3.29K $279K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
706
+ 5.31%
$40.41 - $45.12 $28.5K - $31.9K
14K $566K
ALLE
Allegion PLC

Industrials
70
+ 3.8%
$130.63 - $153.36 $9.14K - $10.7K
1.91K $249K
MTG
Mgic Investment Corp

Financial Services
148
+ 1.2%
$23.32 - $26.4 $3.45K - $3.91K
12.5K $296K
SYY
Sysco Corp

Consumer Defensive
137
+ 0.69%
$73.63 - $81.77 $10.1K - $11.2K
20K $1.53M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.1K
+ 100.0%
$24.19 - $50.58 $244K - $511K
20.2K $490K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.23%
$1124.26 - $1344.96 $1.12K - $1.34K
427 $538K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.02%
$134.53 - $150.65 $135 - $151
6.07K $821K
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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