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
SCHP
Schwab Strategic Us Tips ETF

ETFs
54.6K
+ 85.33%
$25.74 - $53.78 $1.4M - $2.93M
119K $3.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
951K
+ 206.4%
$26.93 - $84.95 $25.6M - $80.8M
1.41M $38.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.4K
+ 2.9%
$41.17 - $43.34 $718K - $756K
619K $25.6M
XOM
Exxon Mobil Corp

Energy
34.2K
+ 8.06%
$105.51 - $125.37 $3.61M - $4.29M
459K $49.3M
CARR
Carrier Global Corp

Industrials
899
+ 2.25%
$66.69 - $82.65 $60K - $74.3K
40.8K $2.78M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
126K
+ 166.58%
$22.01 - $66.82 $2.78M - $8.44M
202K $4.59M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.98K
+ 4.53%
$57.29 - $63.1 $400K - $440K
161K $9.24M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.94K
+ 1.6%
$24.25 - $26.7 $95.6K - $105K
250K $6.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
432K
+ 94.98%
$25.33 - $51.16 $10.9M - $22.1M
886K $22.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.6K
+ 2.38%
$33.77 - $44.09 $87.9K - $115K
112K $3.79M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.26K
+ 2.6%
$26.18 - $28.77 $216K - $238K
326K $8.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
368
+ 0.23%
$174.22 - $187.62 $64.1K - $69K
164K $28.7M
MDU
Mdu Resources Group Inc

Industrials
58.1K
+ 33.12%
$15.1 - $30.28 $878K - $1.76M
234K $4.21M
SLVM
Sylvamo Corp

Basic Materials
106
+ 0.1%
$78.56 - $95.69 $8.33K - $10.1K
101K $8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
206K
+ 95.49%
$22.63 - $47.53 $4.66M - $9.8M
422K $9.58M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.62K
+ 4.91%
$38.28 - $78.03 $61.8K - $126K
34.5K $1.39M
DIHP
Dimensional ETF Tr Dimensional

ETFs
969
+ 0.33%
$25.15 - $27.57 $24.4K - $26.7K
296K $7.47M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
433
+ 0.92%
$49.78 - $66.55 $21.6K - $28.8K
47.7K $2.39M
PG
Procter & Gamble CO

Consumer Defensive
6.61K
+ 1.95%
$161.05 - $179.7 $1.06M - $1.19M
346K $58M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 0.98%
$39.6 - $45.21 $64.1K - $73.2K
168K $6.7M
UBER
Uber Technologies, Inc

Technology
14.2K
+ 12.27%
$59.93 - $86.34 $852K - $1.23M
130K $7.85M
UL
Unilever PLC

Consumer Defensive
2.56K
+ 2.05%
$56.7 - $64.64 $145K - $165K
127K $7.21M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
469
+ 0.1%
$24.74 - $27.68 $11.6K - $13K
479K $11.9M
KHC
Kraft Heinz CO

Consumer Defensive
1.33K
+ 0.47%
$30.1 - $36.02 $40.1K - $47.9K
283K $8.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
637K
+ 193.4%
$25.79 - $80.4 $16.4M - $51.2M
967K $25.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.05M
+ 190.02%
$22.4 - $68.28 $90.8M - $277M
6.18M $143M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.07M
+ 190.02%
$27.54 - $83.04 $29.6M - $89.2M
1.64M $45.5M
PEP
Pepsico Inc

Consumer Defensive
7.4K
+ 3.44%
$151.29 - $176.1 $1.12M - $1.3M
223K $33.9M
VTV
Vanguard Value ETF

ETFs
9.5K
+ 1.11%
$168.32 - $181.87 $1.6M - $1.73M
867K $147M
EFG
Msci Eafe Growth ETF

ETFs
8.55K
+ 1.68%
$96.83 - $106.88 $828K - $914K
518K $50.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
709K
+ 87.55%
$18.41 - $40.87 $13M - $29M
1.52M $28.1M
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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