Beacon Pointe Advisors, LLC Reduced Holdings in Q1 2025

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DTE
Dte Energy CO

Utilities
-94
- 1.18%
$117.6 - $138.27 $11.1K - $13K
7.89K $1.09M
KGC
Kinross Gold Corp

Basic Materials
-7.33K
- 11.04%
$9.69 - $12.61 $71.1K - $92.5K
59.1K $745K
IDEV
Ishares Core Msci Intl Develop

ETFs
-784
- 1.84%
$63.77 - $71.36 $50K - $55.9K
41.8K $2.88M
TRV
Travelers Companies, Inc.

Financial Services
-1.41K
- 6.5%
$232.43 - $265.13 $328K - $374K
20.3K $5.36M
ADT
Adt Inc.

Industrials
-1.05K
- 0.86%
$6.87 - $8.23 $7.21K - $8.64K
121K $988K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.27K
- 2.97%
$32.9 - $37.45 $74.8K - $85.2K
74.2K $2.68M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.28K
- 4.01%
$124.46 - $147.4 $159K - $188K
30.5K $4.34M
RSG
Republic Services, Inc.

Industrials
-5
- 0.11%
$200.09 - $242.16 $1K - $1.21K
4.66K $1.13M
DRI
Darden Restaurants Inc

Consumer Cyclical
-291
- 2.42%
$180.02 - $208.56 $52.4K - $60.7K
11.8K $2.44M
GII
Spdr S&P Global Infrasture ETF

ETFs
-141
- 0.19%
$58.92 - $62.25 $8.31K - $8.78K
72.2K $4.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-390
- 0.36%
$25.54 - $28.79 $9.96K - $11.2K
108K $3.01M
EQT
Eqt Corp

Energy
-751
- 2.29%
$46.16 - $54.25 $34.7K - $40.7K
32K $1.71M
ASA
Asa Gold & Precious Metals LTD

Financial Services
-2.6K
- 9.15%
$20.8 - $30.14 $54.1K - $78.4K
25.8K $777K
SYK
Stryker Corp

Healthcare
-546
- 1.63%
$355.18 - $399.9 $194K - $218K
33K $12.3M
CCI
Crown Castle International Corp

Real Estate
-925
- 3.99%
$84.33 - $106.39 $78K - $98.4K
22.2K $2.32M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-1.6K
- 3.15%
$55.23 - $64.6 $88.3K - $103K
49.2K $3.04M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.4K
- 1.11%
$36.6 - $39.56 $51.2K - $55.4K
124K $4.82M
SNY
Sanofi

Healthcare
-124
- 0.34%
$48.15 - $59.42 $5.97K - $7.37K
36.1K $2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-19.6K
- 7.42%
$9.19 - $12.93 $180K - $254K
245K $2.74M
AEP
American Electric Power CO Inc

Utilities
-461
- 2.33%
$90.32 - $109.27 $41.6K - $50.4K
19.3K $2.11M
WRB
Berkley W R Corp

Financial Services
-267
- 1.09%
$56.7 - $71.27 $15.1K - $19K
24.2K $1.72M
CVS
Cvs Health Corp

Healthcare
-2.04K
- 10.2%
$44.22 - $68.64 $90.1K - $140K
17.9K $1.22M
COP
Conocophillips

Energy
-543
- 0.84%
$88.6 - $105.85 $48.1K - $57.5K
63.9K $6.72M
IGRO
Ishares Tr International Divid

ETFs
-247
- 0.32%
$66.91 - $73.87 $16.5K - $18.2K
76.2K $5.52M
GLDM
World Gold Trust

ETFs
-300
- 0.86%
$52.19 - $61.89 $15.7K - $18.6K
34.6K $2.14M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.32K
- 0.63%
$35.79 - $38.28 $47.3K - $50.6K
209K $7.82M
MMM
3 M CO

Industrials
-8.74K
- 9.55%
$129.7 - $155.12 $1.13M - $1.35M
82.7K $12.2M
AGI
Alamos Gold Inc

Basic Materials
-4.2K
- 7.45%
$18.69 - $26.74 $78.5K - $112K
52.1K $1.39M
INTC
Intel Corp

Technology
-15K
- 5.66%
$19.1 - $27.39 $287K - $412K
250K $5.69M
ED
Consolidated Edison Inc

Utilities
-73
- 0.42%
$88.0 - $110.59 $6.42K - $8.07K
17.5K $1.93M
ECL
Ecolab Inc.

Basic Materials
-378
- 1.56%
$229.72 - $269.82 $86.8K - $102K
23.9K $6.05M
WM
Waste Management Inc

Industrials
-2.02K
- 6.92%
$200.54 - $233.78 $406K - $473K
27.2K $6.3M
WPC
W. P. Carey Inc.

Real Estate
-4.37K
- 5.29%
$53.5 - $65.05 $234K - $284K
78.3K $4.94M
PAAS
Pan American Silver Corp

Basic Materials
-13.2K
- 8.94%
$20.61 - $26.7 $273K - $353K
135K $3.48M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-953
- 2.0%
$46.15 - $63.53 $44K - $60.5K
46.8K $2.88M
FTNT
Fortinet, Inc.

Technology
-1.65K
- 0.45%
$92.49 - $114.57 $153K - $189K
363K $34.9M
GILD
Gilead Sciences, Inc.

Healthcare
-1.93K
- 5.17%
$89.14 - $117.41 $172K - $226K
35.3K $3.96M
DTH
Wisdomtree Tr

ETFs
-5.7K
- 3.42%
$37.33 - $43.33 $213K - $247K
161K $6.85M
YUM
Yum Brands Inc

Consumer Cyclical
-560
- 1.88%
$123.25 - $162.53 $69K - $91K
29.2K $4.6M
VZ
Verizon Communications Inc

Communication Services
-5.02K
- 2.99%
$37.81 - $46.49 $190K - $233K
163K $7.38M
SLV
I Shares Silver Trust

ETFs
-2.87K
- 1.72%
$26.93 - $31.32 $77.4K - $90K
164K $5.08M
DE
Deere & CO

Industrials
-115
- 0.64%
$408.57 - $509.27 $47K - $58.6K
17.9K $8.39M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-3.3K
- 1.77%
$24.11 - $28.41 $79.7K - $93.9K
184K $5.22M
ROP
Roper Technologies Inc

Industrials
-418
- 2.78%
$502.71 - $593.81 $210K - $248K
14.6K $8.61M
RGLD
Royal Gold Inc

Basic Materials
-616
- 2.13%
$132.55 - $163.51 $81.7K - $101K
28.3K $4.63M
SO
Southern CO

Utilities
-2
- -0.0%
$80.96 - $92.96 $162 - $186
86.6K $7.96M
WMB
Williams Companies, Inc.

Energy
-422
- 0.26%
$54.02 - $61.09 $22.8K - $25.8K
164K $9.79M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.3K
- 0.6%
$87.68 - $94.52 $114K - $123K
216K $20.3M
TPL
Texas Pacific Land Corp

Energy
-16
- 0.35%
$1180.08 - $1431.01 $18.9K - $22.9K
4.54K $6.01M
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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