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
DAL
Delta Air Lines, Inc.

Industrials
507
+ 3.75%
$35.88 - $52.99 $18.2K - $26.9K
14K $690K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
909
+ 12.05%
$57.46 - $65.66 $52.2K - $59.7K
8.46K $548K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
716
+ 11.81%
$72.61 - $88.75 $52K - $63.5K
6.78K $601K
SFNC
Simmons First National Corp

Financial Services
6.08K
+ 54.87%
$17.39 - $20.55 $106K - $125K
17.1K $325K
NXPI
Nxp Semiconductors N.V.

Technology
10
+ 0.3%
$153.5 - $218.72 $1.54K - $2.19K
3.34K $729K
CIEN
Ciena Corp

Technology
5
+ 0.11%
$53.5 - $83.89 $268 - $419
4.54K $369K
TPR
Tapestry, Inc.

Consumer Cyclical
189
+ 4.25%
$60.6 - $87.81 $11.5K - $16.6K
4.64K $407K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.14K
+ 7.14%
$33.46 - $41.33 $38.3K - $47.3K
17.2K $709K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
515
+ 8.22%
$75.29 - $91.16 $38.8K - $46.9K
6.78K $611K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
102
+ 5.14%
$139.8 - $197.22 $14.3K - $20.1K
2.09K $411K
TFC
Truist Financial Corp

Financial Services
469
+ 1.38%
$34.79 - $42.99 $16.3K - $20.2K
34.4K $1.48M
TD
Toronto Dominion Bank

Financial Services
93
+ 1.68%
$55.71 - $73.45 $5.18K - $6.83K
5.62K $412K
IBND
Spdr Bloomberg International C

ETFs
624
+ 3.16%
$29.46 - $32.59 $18.4K - $20.3K
20.4K $664K
VDE
Vanguard Energy ETF

ETFs
1.75K
+ 14.42%
$105.87 - $130.56 $186K - $229K
13.9K $1.66M
CNX
Cnx Resources Corp

Energy
803
+ 3.62%
$28.13 - $34.85 $22.6K - $28K
23K $773K
IYW
Ishares Dj Us Tech ETF

ETFs
98
+ 5.6%
$122.57 - $173.27 $12K - $17K
1.85K $320K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
303
+ 12.82%
$101.93 - $128.63 $30.9K - $39K
2.67K $343K
SYY
Sysco Corp

Consumer Defensive
814
+ 3.99%
$68.0 - $75.91 $55.4K - $61.8K
21.2K $1.6M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
800
+ 24.02%
$88.49 - $92.4 $70.8K - $73.9K
4.13K $381K
DNOW
Now Inc.

Energy
8.8K
+ 34.44%
$14.18 - $17.31 $125K - $152K
34.4K $509K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
320
+ 3.9%
$53.75 - $67.21 $17.2K - $21.5K
8.52K $563K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.07%
$283.31 - $388.96 $283 - $389
1.45K $544K
IBDV
Ishares Tr

Technology
1.44K
+ 1.01%
$21.28 - $21.98 $30.5K - $31.5K
144K $3.16M
CACC
Credit Acceptance Corp

Financial Services
149
+ 11.2%
$443.32 - $529.8 $66.1K - $78.9K
1.48K $753K
PAVE
Global X Fds Us Infrastructure

ETFs
602
+ 10.05%
$33.78 - $43.68 $20.3K - $26.3K
6.59K $287K
CVS
Cvs Health Corp

Healthcare
531
+ 2.96%
$60.04 - $70.18 $31.9K - $37.3K
18.5K $1.27M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
495
+ 3.29%
$23.87 - $29.82 $11.8K - $14.8K
15.6K $464K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
211
+ 3.8%
$50.08 - $63.14 $10.6K - $13.3K
5.76K $363K
NTNX
Nutanix, Inc.

Technology
436
+ 11.82%
$58.17 - $83.07 $25.4K - $36.2K
4.12K $315K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
341
+ 9.82%
$86.58 - $104.98 $29.5K - $35.8K
3.81K $400K
VPU
Vanguard Utilities ETF

ETFs
8
+ 0.08%
$158.36 - $178.82 $1.27K - $1.43K
9.65K $1.7M
CSGP
Costar Group, Inc.

Real Estate
652
+ 14.88%
$72.62 - $83.22 $47.3K - $54.3K
5.03K $404K
HUM
Humana Inc

Healthcare
331
+ 26.76%
$224.93 - $295.04 $74.5K - $97.7K
1.57K $383K
IGIC
International General Insurance Holdings Ltd.

Financial Services
4.68K
+ 18.84%
$21.29 - $26.48 $99.7K - $124K
29.5K $709K
HAS
Hasbro, Inc.

Consumer Cyclical
93
+ 2.44%
$50.71 - $73.82 $4.72K - $6.87K
3.9K $287K
WTS
Watts Water Technologies Inc

Industrials
1
+ 0.08%
$180.4 - $247.22 $180 - $247
1.27K $311K
FV
First Trust Dorsey Wright Focu

ETFs
4
+ 0.03%
$48.43 - $59.26 $194 - $237
11.8K $696K
BNDX
Vanguard Total International B

ETFs
730
+ 3.04%
$48.77 - $49.55 $35.6K - $36.2K
24.8K $1.23M
NGG
National Grid PLC

Utilities
152
+ 3.36%
$62.74 - $74.79 $9.54K - $11.4K
4.67K $347K
CRWS
Crown Crafts Inc

Consumer Cyclical
9.8K
+ 72.27%
N/A
23.4K $117K
LDOS
Leidos Holdings, Inc.

Technology
59
+ 3.73%
$132.9 - $160.3 $7.84K - $9.46K
1.64K $258K
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.15K
+ 6.27%
N/A
19.5K $763K
XYL
Xylem Inc.

Industrials
20
+ 0.48%
$102.86 - $129.5 $2.06K - $2.59K
4.21K $544K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.9K
+ 7.4%
$22.3 - $22.57 $42.4K - $42.9K
27.6K $620K
INTF
Ishares Tr

ETFs
5
+ 0.04%
$27.6 - $34.51 $138 - $173
12.8K $438K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
300
+ 0.24%
$20.23 - $21.04 $6.07K - $6.31K
128K $2.68M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.05%
$70.44 - $86.87 $211 - $261
5.7K $495K
PPL
Ppl Corp

Utilities
1.91K
+ 19.0%
$33.45 - $36.5 $63.8K - $69.6K
11.9K $404K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
3.01K
+ 25.59%
$12.41 - $14.27 $37.4K - $43K
14.8K $209K
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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