Beacon Pointe Advisors, LLC Reduced Holdings in Q2 2025

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBAC
Sba Communications Corp

Real Estate
-26
- 0.4%
$208.57 - $243.4 $5.42K - $6.33K
6.41K $1.51M
EWY
Ishares Inc Msci South Korea E

ETFs
-176
- 2.97%
$48.92 - $72.65 $8.61K - $12.8K
5.75K $412K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-377
- 1.14%
$38.5 - $45.45 $14.5K - $17.1K
32.7K $1.49M
MOS
Mosaic CO

Basic Materials
-325
- 2.63%
$22.76 - $36.95 $7.4K - $12K
12K $438K
SNPS
Synopsys Inc

Technology
-28
- 1.93%
$380.9 - $517.66 $10.7K - $14.5K
1.42K $730K
DXCM
Dexcom Inc

Healthcare
-545
- 6.59%
$59.83 - $87.57 $32.6K - $47.7K
7.72K $673K
MPC
Marathon Petroleum Corp

Energy
-96
- 1.5%
$118.55 - $170.08 $11.4K - $16.3K
6.31K $1.05M
CRK
Comstock Resources Inc

Energy
-151
- 0.92%
$17.12 - $30.74 $2.59K - $4.64K
16.3K $450K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-326
- 3.56%
$468.22 - $566.51 $153K - $185K
8.84K $5.01M
ENB
Enbridge Inc

Energy
-4.59K
- 1.42%
$41.09 - $47.16 $189K - $217K
319K $14.4M
SPOT
Spotify Technology S.A.

Communication Services
-125
- 11.76%
$503.3 - $775.9 $62.9K - $97K
938 $719K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-146
- 2.89%
$171.4 - $227.1 $25K - $33.2K
4.9K $1.11M
DFAX
Dimensional ETF Tr
-13
- 0.03%
$23.37 - $29.39 $304 - $382
45.7K $1.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-693
- 3.21%
$57.14 - $72.68 $39.6K - $50.4K
20.9K $1.52M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.22K
- 1.98%
$24.21 - $29.47 $102K - $124K
209K $6.14M
HCA
Hca Healthcare, Inc.

Healthcare
-77
- 1.57%
$317.61 - $387.52 $24.5K - $29.8K
4.82K $1.85M
JBL
Jabil Inc

Technology
-86
- 3.96%
$116.88 - $218.1 $10.1K - $18.8K
2.09K $454K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-335
- 1.29%
$62.73 - $78.42 $21K - $26.3K
25.7K $1.99M
CTVA
Corteva, Inc.

Basic Materials
-1.08K
- 5.1%
$55.52 - $74.53 $59.7K - $80.1K
20K $1.49M
VONG
Vanguard Russell 1000 Growth E

ETFs
-128K
- 14.84%
$82.51 - $109.2 $10.5M - $13.9M
733K $80M
VEU
Vanguard Ftse All World Ex Us

ETFs
-13.1K
- 8.1%
$54.19 - $67.22 $711K - $882K
149K $10M
CAH
Cardinal Health Inc

Healthcare
-234
- 3.17%
$125.0 - $168.0 $29.3K - $39.3K
7.15K $1.2M
ROBO
Robo Global Robotics And Autom

ETFs
-2.7K
- 6.32%
$43.89 - $59.78 $119K - $161K
40K $2.39M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-911
- 5.96%
$86.24 - $117.44 $78.6K - $107K
14.4K $1.69M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-955
- 0.68%
$30.28 - $36.05 $28.9K - $34.4K
139K $5.02M
AXON
Axon Enterprise, Inc.

Industrials
-28
- 3.21%
$497.13 - $827.94 $13.9K - $23.2K
843 $697K
MKL
Markel Corp

Financial Services
-11
- 0.52%
$1678.5 - $1997.36 $18.5K - $22K
2.1K $4.19M
IWV
Ishares Russell 3000 ETF

ETFs
-278
- 2.68%
$281.67 - $351.0 $78.3K - $97.6K
10.1K $3.54M
HUBB
Hubbell Inc

Industrials
-15
- 0.45%
$315.94 - $408.41 $4.74K - $6.13K
3.33K $1.36M
VRSK
Verisk Analytics, Inc.

Industrials
-151
- 0.7%
$277.03 - $321.33 $41.8K - $48.5K
21.6K $6.71M
ECL
Ecolab Inc.

Basic Materials
-406
- 1.7%
$225.65 - $270.95 $91.6K - $110K
23.5K $6.32M
FDN
First Tr Fd Dow Jones

ETFs
-330
- 4.29%
$200.29 - $269.33 $66.1K - $88.9K
7.37K $1.98M
LEU
Centrus Energy Corp

Energy
-665
- 19.42%
$54.43 - $208.81 $36.2K - $139K
2.76K $505K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.5K
- 1.38%
$23.4 - $29.68 $35.1K - $44.6K
107K $3.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.27K
- 2.26%
$114.78 - $133.31 $605K - $703K
228K $30.4M
CSX
Csx Corp

Industrials
-2.51K
- 2.03%
$26.69 - $32.91 $67K - $82.6K
121K $3.95M
RACE
Ferrari N.V.

Consumer Cyclical
-49
- 0.86%
$397.86 - $499.02 $19.5K - $24.5K
5.67K $2.78M
GII
Spdr S&P Global Infrasture ETF

ETFs
-571
- 0.79%
$57.32 - $67.33 $32.7K - $38.4K
71.6K $4.82M
RGLD
Royal Gold Inc

Basic Materials
-187
- 0.66%
$155.48 - $186.71 $29.1K - $34.9K
28.1K $5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.57K
- 1.79%
$19.1 - $23.83 $68.1K - $85K
196K $4.67M
CCJ
Cameco Corp

Energy
-294
- 2.44%
$36.68 - $74.46 $10.8K - $21.9K
11.8K $873K
IXUS
Ishares Tr

ETFs
-898
- 1.5%
$62.37 - $77.63 $56K - $69.7K
58.9K $4.55M
DFAT
Dimensional ETF Tr U S Target

ETFs
-114
- 0.07%
$44.8 - $53.97 $5.11K - $6.15K
162K $8.72M
STX
Seagate Technology Holdings PLC

Technology
-128
- 1.79%
$66.54 - $144.33 $8.52K - $18.5K
7.04K $1.02M
SOFI
So Fi Technologies, Inc.

Financial Services
-23.9K
- 18.15%
$9.5 - $18.21 $227K - $435K
108K $1.96M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-1.42K
- 2.79%
$38.95 - $53.59 $55.5K - $76.3K
49.7K $2.66M
MSTR
Microstrategy Inc

Technology
-529
- 9.2%
$237.95 - $421.61 $126K - $223K
5.22K $2.11M
DFAI
Dimensional ETF Tr

ETFs
-1.71K
- 1.01%
$28.02 - $34.71 $48K - $59.4K
168K $5.82M
T
At&T Inc.

Communication Services
-1.11K
- 0.13%
$26.33 - $28.94 $29.3K - $32.2K
833K $24.1M
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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