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
HDV
Ishares Core High Dividend ETF

ETFs
200
+ 3.86%
$108.41 - $120.51 $21.7K - $24.1K
5.38K $630K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.04%
$217.22 - $246.25 $217 - $246
2.26K $548K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
69
+ 0.43%
$19.44 - $19.56 $1.34K - $1.35K
16.1K $315K
FLRN
Spdr Bloomberg Investment Grad

ETFs
70
+ 1.06%
$30.29 - $30.83 $2.12K - $2.16K
6.71K $206K
Core Natural Resources Inc
1.61K
+ 18.8%
N/A
10.2K $0
Grayscale Ethereum Mini Tr E
2.2K
+ 2.85%
N/A
79.2K $0
Core Scientific Inc New
8.35K
+ 2.46%
N/A
347K $0
Everus Constr Group
9.5K
+ 6.18%
N/A
163K $0
Grayscale Bitcoin Mini Tr Et
9.11K
+ 70.25%
N/A
22.1K $0
American Healthcare Reit Inc
1.73K
+ 18.2%
N/A
11.2K $0
Dimensional ETF Trust
374
+ 4.08%
N/A
9.54K $0
Vanguard Wellington Fd
29.7K
+ 819.94%
N/A
33.3K $0
Dimensional ETF Trust
5.44K
+ 41.35%
N/A
18.6K $0
Venture Global Inc
23.7K
+ 47.0%
N/A
74.2K $0
Sila Realty Trust Inc
3.51K
+ 40.98%
N/A
12.1K $0
Ab Active Etfs Inc
35.4K
+ 153.57%
N/A
58.4K $0
Dimensional ETF Trust
19K
+ 2.41%
N/A
807K $0
Ea Series Trust
30K
+ 12.71%
N/A
266K $0
Ge Healthcare Technologies I
472
+ 4.29%
N/A
11.5K $0
NUV
Nuveen Municipal Value Fund Inc

Financial Services
169
+ 0.9%
$8.43 - $8.77 $1.42K - $1.48K
19K $164K
Listed Fds Tr
369
+ 7.92%
N/A
5.03K $0
Innovator Etfs Trust
533
+ 2.48%
N/A
22K $0
Blackrock Inc
187
+ 7.17%
N/A
2.8K $0
Mobix Labs Inc
87.7K
+ 432.65%
N/A
108K $0
Sitio Royalties Corp
30.2K
+ 14.39%
N/A
240K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.0%
N/A
27.9K $0
Ishares Bitcoin Trust ETF
4.35K
+ 8.79%
N/A
53.8K $0
Arista Networks Inc
149
+ 2.55%
N/A
6K $0
CACI
Caci International Inc

Technology
1
+ 0.18%
N/A
551 $235K
DGX
Quest Diagnostics Inc

Healthcare
2
+ 0.08%
N/A
2.55K $349K
PSEP
Innovator U.S. Equity Power Bu
10.3K
+ 6.09%
N/A
180K $0
Brookfield Corp
2.07K
+ 2.97%
N/A
71.6K $0
PNOV
Innovator U.S. Equity Power Bu
33.1K
+ 14.45%
N/A
262K $0
Blackrock ETF Trust Ii
1.98K
+ 23.91%
N/A
10.3K $0
Labcorp Holdings Inc
79
+ 5.22%
N/A
1.59K $0
Reddit Inc
3.8K
+ 82.18%
N/A
8.42K $0
Ishares Tr
91
+ 0.54%
N/A
16.8K $0
J P Morgan Exchange Traded F
2.56K
+ 3.73%
N/A
71.3K $0
NBCT
Neuberger Berman ETF Tr Carbon
17.3K
+ 14.8%
N/A
134K $0
EQIX
Equinix Inc

Real Estate
23
+ 2.05%
$740.07 - $914.43 $17K - $21K
1.14K $910K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
100
+ 11.17%
$196.72 - $266.32 $19.7K - $26.6K
995 $229K
ICF
Ishares Tr

ETFs
1
+ 0.01%
$54.56 - $62.47 $54.6 - $62.5
15.5K $948K
MTDR
Matador Resources CO

Energy
216
+ 4.26%
$36.67 - $52.23 $7.92K - $11.3K
5.28K $252K
TRGP
Targa Resources Corp.

Energy
120
+ 11.02%
$157.32 - $205.72 $18.9K - $24.7K
1.21K $210K
FDL
First Tr Morningstar Dividend

ETFs
48
+ 0.7%
$38.19 - $43.19 $1.83K - $2.07K
6.91K $289K
EXC
Exelon Corp

Utilities
616
+ 4.69%
$42.2 - $47.37 $26K - $29.2K
13.8K $597K
OGE
Oge Energy Corp.

Utilities
85
+ 1.04%
$42.23 - $46.38 $3.59K - $3.94K
8.24K $365K
PDI
Pimco Dynamic Income Fund

Financial Services
38
+ 0.3%
$17.02 - $19.87 $647 - $755
12.8K $243K
AZN
Astrazeneca PLC

Healthcare
862
+ 4.21%
$64.87 - $75.0 $55.9K - $64.7K
21.4K $1.49M
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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