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
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
161
+ 0.29%
$18.53 - $20.98 $2.98K - $3.38K
56.4K $1.18M
PINS
Pinterest, Inc.

Communication Services
129
+ 1.84%
$24.21 - $35.95 $3.12K - $4.64K
7.12K $255K
AKAM
Akamai Technologies Inc

Technology
420
+ 16.68%
N/A
2.94K $266K
VTWO
Vanguard Russell 2000 ETF

ETFs
4
+ 0.07%
$70.56 - $87.22 $282 - $349
5.51K $480K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.06K
+ 3.45%
$24.31 - $25.29 $25.9K - $26.9K
31.9K $805K
ABC
Amerisourcebergen Corp

Healthcare
194
+ 10.87%
N/A
1.98K $366K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.1%
$187.5 - $246.51 $188 - $247
1.01K $249K
PSCT
Invesco S&P Smallcap Informati

ETFs
1
+ 0.02%
$34.03 - $46.24 $34 - $46.2
5.45K $252K
UBS
Ubs Group Ag

Financial Services
186
+ 2.57%
$26.12 - $33.82 $4.86K - $6.29K
7.42K $251K
PVAL
Putnam ETF Tr Putnam Focused L
38
+ 0.3%
$33.6 - $40.23 $1.28K - $1.53K
12.6K $507K
FBT
First Trust Nyse Arca Biotechn

ETFs
528
+ 8.06%
$145.67 - $165.99 $76.9K - $87.6K
7.08K $1.14M
ORCC
Owl Rock Capital Corp

Financial Services
2.09K
+ 17.26%
N/A
14.2K $189K
RRC
Range Resources Corp

Energy
165
+ 0.6%
$32.1 - $43.23 $5.3K - $7.13K
27.6K $1.12M
DOV
Dover Corp

Industrials
51
+ 2.31%
$151.14 - $186.7 $7.71K - $9.52K
2.26K $414K
CSQ
Calamos Strategic Total Return Fund

Financial Services
169
+ 1.66%
$13.86 - $18.24 $2.34K - $3.08K
10.3K $188K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
512
+ 1.53%
$42.72 - $44.24 $21.9K - $22.7K
33.9K $1.49M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.09K
+ 3.6%
$20.66 - $20.74 $22.4K - $22.5K
31.3K $646K
RSG
Republic Services, Inc.

Industrials
3
+ 0.06%
$227.2 - $258.07 $682 - $774
4.66K $1.15M
PMF
Pimco Municipal Income Fund

Financial Services
3.95K
+ 32.94%
$7.76 - $8.98 $30.6K - $35.4K
15.9K $127K
SCCO
Southern Copper Corp

Basic Materials
28
+ 1.1%
$75.63 - $104.64 $2.12K - $2.93K
2.57K $259K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
149
+ 0.44%
$121.58 - $136.74 $18.1K - $20.4K
33.7K $4.58M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.03%
$71.86 - $82.66 $71.9 - $82.7
3.27K $270K
FFIN
First Financial Bankshares Inc

Financial Services
447
+ 0.96%
$31.3 - $37.48 $14K - $16.8K
46.8K $1.68M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
731
+ 6.09%
$20.12 - $21.0 $14.7K - $15.4K
12.7K $266K
GILD
Gilead Sciences, Inc.

Healthcare
539
+ 1.53%
$96.91 - $113.0 $52.2K - $60.9K
35.9K $3.98M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.02K
+ 6.94%
$45.07 - $52.57 $181K - $211K
61.9K $3.03M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
110
+ 0.81%
$75.05 - $77.34 $8.26K - $8.51K
13.6K $1.05M
EVRG
Evergy, Inc.

Utilities
227
+ 7.38%
$64.06 - $69.64 $14.5K - $15.8K
3.3K $227K
AVY
Avery Dennison Corp

Industrials
108
+ 7.29%
$159.58 - $183.97 $17.2K - $19.9K
1.59K $278K
JLL
Jones Lang Lasalle Inc

Real Estate
13
+ 0.86%
$204.57 - $256.96 $2.66K - $3.34K
1.53K $390K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
451
+ 2.03%
$48.46 - $50.2 $21.9K - $22.6K
22.7K $1.13M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
276
+ 2.19%
$8.65 - $10.52 $2.39K - $2.9K
12.9K $135K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
176
+ 4.25%
$72.12 - $76.23 $12.7K - $13.4K
4.32K $327K
IYM
Ishares Tr

ETFs
2
+ 0.09%
$116.16 - $140.01 $232 - $280
2.22K $310K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
970
+ 6.46%
$8.45 - $9.78 $8.2K - $9.49K
16K $155K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
433
+ 3.68%
$22.66 - $23.35 $9.81K - $10.1K
12.2K $283K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
446
+ 2.64%
$22.22 - $22.92 $9.91K - $10.2K
17.4K $394K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
91
+ 2.53%
$98.34 - $98.77 $8.95K - $8.99K
3.69K $364K
NLOK
Norton Life Lock Inc.

Technology
357
+ 3.9%
N/A
9.51K $204K
MFC
Manulife Financial Corp

Financial Services
13
+ 0.16%
$26.93 - $32.44 $350 - $422
8K $255K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
63
+ 0.99%
$49.57 - $50.27 $3.12K - $3.17K
6.43K $323K
CCOR
Listed Fds Tr Core Alternative

ETFs
28
+ 0.07%
$26.42 - $28.13 $740 - $788
39.7K $1.07M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
21
+ 0.66%
$67.03 - $80.35 $1.41K - $1.69K
3.22K $257K
LYG
Lloyds Banking Group PLC

Financial Services
236
+ 2.06%
$3.32 - $4.29 $784 - $1.01K
11.7K $49K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
976
+ 1.92%
$4.83 - $5.39 $4.71K - $5.26K
51.8K $278K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
75
+ 0.32%
$24.88 - $25.41 $1.87K - $1.91K
23.5K $596K
IEMG
Ishares Inc

ETFs
64
+ 0.03%
N/A
225K $12.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
59
+ 0.91%
N/A
6.54K $408K
ACI
Albertsons Companies, Inc.

Consumer Defensive
463
+ 3.09%
$19.94 - $22.91 $9.23K - $10.6K
15.5K $332K
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
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