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
WU
Western Union CO

Financial Services
187
+ 0.47%
$10.24 - $11.62 $1.91K - $2.17K
40.3K $426K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3
+ 0.05%
$50.87 - $51.09 $153 - $153
6.37K $324K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
6
+ 0.02%
$23.55 - $23.74 $141 - $142
31.4K $740K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.07%
$308.87 - $383.33 $309 - $383
1.45K $474K
NLOK
Norton Life Lock Inc.

Technology
65
+ 0.72%
N/A
9.15K $196K
STX
Seagate Technology Holdings PLC

Technology
129
+ 1.83%
$84.92 - $108.42 $11K - $14K
7.17K $608K
Ishares Tr
5.04K
+ 43.06%
N/A
16.7K $0
FSCO
Fs Cr Opportunities Corp Com
73
+ 0.28%
N/A
25.8K $0
J P Morgan Exchange Traded F
13
+ 0.12%
N/A
11.1K $0
TAFI
Ab Active Etfs Inc Tax Aware S
30.2K
+ 228.61%
N/A
43.4K $0
J P Morgan Exchange Traded F
63.8K
+ 1309.62%
N/A
68.7K $0
Veralto Corp
430
+ 10.48%
N/A
4.53K $0
Arista Networks Inc
647
+ 12.44%
N/A
5.85K $0
Ishares Tr
8.55K
+ 61.53%
N/A
22.5K $0
Sitio Royalties Corp
168K
+ 400.66%
N/A
210K $0
Vanguard Mun Bd Fds
2.98K
+ 68.02%
N/A
7.35K $0
Reddit Inc
141
+ 3.15%
N/A
4.62K $0
Global X Fds
318
+ 2.98%
N/A
11K $0
Brookfield Corp
89
+ 0.13%
N/A
69.6K $0
American Healthcare Reit Inc
33
+ 0.35%
N/A
9.51K $0
Lam Research Corp
10.6K
+ 16.0%
N/A
76.6K $0
SNA
Snap On Inc

Industrials
5
+ 0.73%
$324.09 - $358.62 $1.62K - $1.79K
689 $232K
Innovator Etfs Trust
23.2K
+ 82.36%
N/A
51.3K $0
Atlassian Corporation
269
+ 5.87%
N/A
4.85K $0
Linde PLC
160
+ 1.69%
N/A
9.65K $0
Gsk PLC
2.44K
+ 27.62%
N/A
11.3K $0
Invesco Exch Trd Slf Idx Fd
598
+ 5.86%
N/A
10.8K $0
Dimensional ETF Trust
40.6K
+ 5.43%
N/A
788K $0
Te Connectivity PLC
1.75K
+ 41.48%
N/A
5.96K $0
Listed Fd Tr
761
+ 19.51%
N/A
4.66K $0
Ea Series Trust
46.1K
+ 24.3%
N/A
236K $0
Ea Series Trust
1K
+ 49.88%
N/A
3.01K $0
Dimensional ETF Trust
1.48K
+ 19.18%
N/A
9.17K $0
DFSI
Dimensional ETF Tr Dimen Intl
351
+ 3.49%
N/A
10.4K $0
Labcorp Holdings Inc
11
+ 0.73%
N/A
1.51K $0
Invesco Exch Trd Slf Idx Fd
614
+ 4.9%
N/A
13.1K $0
Mobix Labs Inc
1.18K
+ 6.17%
N/A
20.3K $0
Innovator Etfs Trust
1.45K
+ 7.22%
N/A
21.5K $0
Grayscale Bitcoin Mini Tr Et
5.96K
+ 85.19%
N/A
13K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.0%
N/A
27.9K $0
Oaktree Specialty Lending CO
49K
+ 152.55%
N/A
81K $0
Grayscale Ethereum Mini Tr E
8.35K
+ 12.15%
N/A
77K $0
Ab Active Etfs Inc
10.2K
+ 67.56%
N/A
25.2K $0
Ishares Bitcoin Trust ETF
14.3K
+ 40.73%
N/A
49.4K $0
Everus Constr Group
95K
+ 162.21%
N/A
154K $0
Ishares Ethereum Tr
10.2K
+ 15.41%
N/A
76.3K $0
WAT
Waters Corp

Healthcare
7
+ 0.5%
$362.16 - $417.28 $2.54K - $2.92K
1.4K $517K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
5
+ 0.02%
$24.41 - $24.65 $122 - $123
32.7K $801K
MCO
Moodys Corp

Financial Services
33
+ 1.63%
$437.8 - $527.48 $14.4K - $17.4K
2.06K $956K
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email