Beacon Pointe Advisors, LLC New Holdings in Q1 2025

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLTR
Dollar Tree, Inc.

Consumer Defensive
77.9K
New
$61.92 - $76.95 $4.82M - $5.99M
77.9K $5.85M
VICI
Vici Properties Inc.

Real Estate
168K
New
$28.21 - $32.68 $4.73M - $5.48M
168K $5.47M
CTRE
Care Trust Reit, Inc.

Real Estate
180K
New
$24.93 - $29.13 $4.5M - $5.26M
180K $5.16M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
41.7K
New
$96.18 - $109.82 $4.02M - $4.58M
41.7K $4.27M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
63.7K
New
$27.52 - $33.6 $1.75M - $2.14M
63.7K $1.9M
EWX
Spdr S&P Emerging Markets Smal

ETFs
30K
New
$55.48 - $59.47 $1.66M - $1.78M
30K $1.7M
ARKG
Ark Genomic Revolution ETF (De

ETFs
68.4K
New
$20.76 - $29.81 $1.42M - $2.04M
68.4K $1.42M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
20.2K
New
$48.37 - $55.84 $978K - $1.13M
20.2K $987K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
8.52K
New
$92.51 - $102.81 $788K - $876K
8.52K $788K
CELH
Celsius Holdings, Inc.

Consumer Defensive
21.9K
New
$21.28 - $35.62 $466K - $781K
21.9K $780K
AOR
Ishares Tr Core Growth Allocat

ETFs
12.2K
New
$56.63 - $59.39 $693K - $726K
12.2K $704K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
31.3K
New
$20.96 - $23.51 $656K - $736K
31.3K $700K
BTI
British American Tobacco P.L.C.

Consumer Defensive
16.6K
New
$35.35 - $42.74 $588K - $710K
16.6K $687K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
21K
New
$32.13 - $33.82 $673K - $709K
21K $678K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.7K
New
$51.26 - $52.53 $651K - $667K
12.7K $654K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.54K
New
$179.71 - $192.06 $456K - $487K
2.54K $467K
MRCC
Monroe Capital Corp

Financial Services
59.4K
New
$7.61 - $8.81 $452K - $523K
59.4K $463K
DNOW
Now Inc.

Energy
25.6K
New
$12.83 - $17.59 $328K - $450K
25.6K $436K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.64K
New
$47.35 - $48.24 $362K - $369K
7.64K $363K
BXP
Boston Properties Inc

Real Estate
5.29K
New
$63.97 - $74.91 $339K - $397K
5.29K $355K
CSGP
Costar Group, Inc.

Real Estate
4.38K
New
$69.29 - $80.37 $304K - $352K
4.38K $347K
WTRE
Watford Holdings Ltd.

Financial Services
20K
New
$16.65 - $17.96 $334K - $360K
20K $347K
DDOG
Datadog, Inc.

Technology
3.37K
New
$98.68 - $151.89 $332K - $511K
3.37K $334K
PWR
Quanta Services, Inc.

Industrials
1.3K
New
$236.71 - $358.03 $307K - $465K
1.3K $329K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.33K
New
$92.03 - $93.95 $306K - $313K
3.33K $307K
GDDY
Go Daddy Inc.

Technology
1.66K
New
$172.13 - $214.35 $286K - $356K
1.66K $298K
ANSS
Ansys Inc

Technology
924
New
$316.56 - $360.36 $293K - $333K
924 $292K
DGS
Wisdomtree Emerging Markets Sm

ETFs
6.04K
New
$47.4 - $50.24 $286K - $304K
6.04K $291K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.69K
New
$99.5 - $110.97 $268K - $299K
2.69K $271K
NTNX
Nutanix, Inc.

Technology
3.69K
New
$61.28 - $77.44 $226K - $286K
3.69K $257K
FXI
Ishares Tr

ETFs
6.98K
New
$28.65 - $38.55 $200K - $269K
6.98K $250K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.18K
New
$46.06 - $49.24 $239K - $255K
5.18K $241K
SCI
Service Corp International

Consumer Cyclical
2.94K
New
$75.99 - $84.16 $223K - $247K
2.94K $235K
TDY
Teledyne Technologies Inc

Technology
471
New
$455.51 - $518.84 $215K - $244K
471 $234K
USRT
Ishares Core U.S. Reit ETF

ETFs
4.04K
New
$55.14 - $60.29 $223K - $244K
4.04K $232K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.95K
New
$37.35 - $43.35 $222K - $258K
5.95K $225K
TRGP
Targa Resources Corp.

Energy
1.09K
New
$178.44 - $217.22 $194K - $237K
1.09K $218K
PINS
Pinterest, Inc.

Communication Services
6.99K
New
$29.79 - $40.0 $208K - $280K
6.99K $216K
HOOD
Robinhood Markets, Inc.

Technology
5.12K
New
$35.63 - $65.28 $183K - $334K
5.12K $213K
EVRG
Evergy, Inc.

Utilities
3.07K
New
$59.9 - $69.52 $184K - $214K
3.07K $211K
GRNT
Granite Ridge Resources, Inc.
34.1K
New
$5.29 - $6.89 $180K - $235K
34.1K $207K
WCN
Waste Connections, Inc.

Industrials
1.07K
New
$169.89 - $195.19 $181K - $208K
1.07K $207K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.02K
New
$23.43 - $25.55 $188K - $205K
8.02K $204K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.64K
New
$30.71 - $30.87 $204K - $205K
6.64K $204K
TROW
Price T Rowe Group Inc

Financial Services
2.21K
New
$91.57 - $116.93 $202K - $259K
2.21K $203K
PBA
Pembina Pipeline Corp

Energy
5.07K
New
$35.13 - $40.12 $178K - $203K
5.07K $202K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14K
New
$11.66 - $14.98 $164K - $210K
14K $191K
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.2K
New
$15.97 - $18.5 $162K - $188K
10.2K $164K
NXE
Nex Gen Energy Ltd.

Energy
17K
New
$4.49 - $7.49 $76.3K - $127K
17K $76K
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
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