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
EEMV
Ishares Msci Emerging Markets

ETFs
70
+ 1.05%
$57.85 - $63.11 $4.05K - $4.42K
6.72K $389K
REET
Ishares Global Reit ETF

ETFs
1K
+ 5.37%
$23.43 - $26.54 $23.4K - $26.5K
19.6K $470K
OTIS
Otis Worldwide Corp

Industrials
1.43K
+ 10.13%
$92.57 - $106.01 $132K - $151K
15.5K $1.44M
CCOR
Listed Fds Tr Core Alternative

ETFs
1.51K
+ 3.79%
$25.48 - $27.57 $38.5K - $41.7K
41.4K $1.06M
IEO
Ishares Tr

ETFs
50
+ 0.25%
$85.22 - $101.77 $4.26K - $5.09K
19.7K $1.76M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
114
+ 0.78%
$91.94 - $100.02 $10.5K - $11.4K
14.8K $1.37M
VT
Vanguard Total World Stk Index

ETFs
755
+ 1.39%
$117.09 - $123.07 $88.4K - $92.9K
55.2K $6.49M
BIIB
Biogen Inc.

Healthcare
149
+ 10.73%
$146.47 - $191.55 $21.8K - $28.5K
1.54K $235K
FBT
First Trust Nyse Arca Biotechn

ETFs
1
+ 0.02%
$161.65 - $178.69 $162 - $179
6.15K $1.02M
INTF
Ishares Tr

ETFs
5
+ 0.04%
$28.54 - $31.26 $143 - $156
12.8K $367K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.07K
+ 5.67%
$33.93 - $38.37 $36.4K - $41.1K
20K $686K
IXJ
Ishares Global Healthcare ETF

ETFs
50
+ 1.34%
$85.65 - $98.34 $4.28K - $4.92K
3.79K $325K
VPU
Vanguard Utilities ETF

ETFs
325
+ 3.62%
$160.52 - $179.11 $52.2K - $58.2K
9.31K $1.52M
AVDV
American Centy ETF Tr Avantis

ETFs
22
+ 0.27%
$63.85 - $70.4 $1.4K - $1.55K
8.17K $531K
BAX
Baxter International Inc

Healthcare
2.13K
+ 17.43%
$28.63 - $37.84 $61K - $80.6K
14.4K $418K
VDC
Vanguard Consumer Staples ETF

ETFs
71
+ 0.8%
$210.96 - $223.62 $15K - $15.9K
8.9K $1.88M
HL
Hecla Mining CO

Basic Materials
1
+ 0.0%
$4.86 - $7.53 $4.86 - $7.53
27.8K $136K
GPC
Genuine Parts CO

Consumer Cyclical
17
+ 0.76%
$113.11 - $143.63 $1.92K - $2.44K
2.27K $264K
EIX
Edison International

Utilities
875
+ 4.87%
$77.93 - $88.36 $68.2K - $77.3K
18.8K $1.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.8K
+ 6.6%
$50.06 - $55.0 $240K - $264K
77.6K $3.89M
ES
Eversource Energy

Utilities
291
+ 3.51%
$55.9 - $67.73 $16.3K - $19.7K
8.57K $492K
IHE
Ishares Tr

ETFs
409
+ 2.04%
$65.15 - $71.86 $26.6K - $29.4K
20.5K $1.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
561
+ 9.68%
$82.28 - $117.52 $46.2K - $65.9K
6.35K $538K
STX
Seagate Technology Holdings PLC

Technology
687
+ 10.82%
$86.31 - $112.64 $59.3K - $77.4K
7.04K $607K
DELL
Dell Technologies Inc.

Technology
608
+ 1.22%
$111.96 - $144.21 $68.1K - $87.7K
50.4K $5.81M
GD
General Dynamics Corp

Industrials
420
+ 7.47%
$260.28 - $314.03 $109K - $132K
6.04K $1.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.95K
+ 1.53%
$49.79 - $51.14 $396K - $406K
526K $26.4M
TT
Trane Technologies PLC

Industrials
101
+ 1.26%
$369.35 - $419.14 $37.3K - $42.3K
8.14K $3.01M
NTAP
Net App, Inc.

Technology
2.02K
+ 3.99%
$115.31 - $131.11 $233K - $265K
52.6K $6.11M
EXPI
Exp World Holdings, Inc.

Real Estate
233
+ 0.4%
$11.51 - $14.77 $2.68K - $3.44K
58.7K $675K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
37
+ 0.27%
$114.08 - $125.68 $4.22K - $4.65K
13.8K $1.58M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
417
+ 1.69%
$63.27 - $70.31 $26.4K - $29.3K
25.1K $1.59M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.0%
$67.29 - $73.38 $67.3 - $73.4
29.6K $2.01M
SLV
I Shares Silver Trust

ETFs
6.35K
+ 3.95%
$26.33 - $31.74 $167K - $202K
167K $4.4M
SOXX
Ishares Semiconductor ETF

ETFs
399
+ 2.35%
$211.27 - $239.8 $84.3K - $95.7K
17.4K $3.75M
CMCSA
Comcast Corp

Communication Services
5.11K
+ 5.95%
$37.39 - $45.14 $191K - $231K
91.1K $3.42M
DFAI
Dimensional ETF Tr

ETFs
8.91K
+ 5.0%
$29.0 - $31.6 $258K - $281K
187K $5.47M
XLB
Select Sector Spdr Fd Material

ETFs
4.11K
+ 8.98%
$83.8 - $97.58 $344K - $401K
49.9K $4.2M
IHF
Ishares Tr

ETFs
16
+ 0.07%
$47.41 - $56.83 $759 - $909
24.3K $1.16M
BNTX
Bio N Tech Se

Healthcare
1.66K
+ 1.88%
$99.72 - $122.68 $165K - $204K
90K $10.3M
DVY
Ishares Tr

ETFs
785
+ 0.83%
$129.55 - $143.41 $102K - $113K
95K $12.5M
CB
Chubb LTD

Financial Services
823
+ 2.03%
$271.57 - $301.89 $224K - $248K
41.3K $11.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
432
+ 1.29%
$131.66 - $144.0 $56.9K - $62.2K
33.9K $4.47M
FNDF
Schwab Fundamental Intl Large

ETFs
1.04K
+ 1.38%
$32.92 - $37.15 $34.4K - $38.8K
76.5K $2.54M
EEM
Ishares Msci Emerging Markets

ETFs
395
+ 0.53%
$41.82 - $47.36 $16.5K - $18.7K
75.1K $3.14M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.01K
+ 2.87%
$26.63 - $30.23 $133K - $151K
180K $4.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
607
+ 0.24%
$77.02 - $78.58 $46.8K - $47.7K
256K $19.8M
O
Realty Income Corp

Real Estate
179
+ 0.53%
$51.76 - $64.71 $9.27K - $11.6K
33.9K $1.81M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.8K
+ 0.93%
$68.01 - $70.67 $122K - $127K
195K $13.3M
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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