Beacon Pointe Advisors, LLC Reduced Holdings in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-427
- 2.9%
$49.82 - $52.8 $21.3K - $22.5K
14.3K $751K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-5
- 0.05%
$35.26 - $36.92 $176 - $185
10K $370K
IQV
Iqvia Holdings Inc.

Healthcare
-44
- 4.55%
$206.81 - $251.55 $9.1K - $11.1K
924 $218K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-240
- 1.62%
$39.18 - $42.26 $9.4K - $10.1K
14.6K $616K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-538
- 2.78%
$116.79 - $133.54 $62.8K - $71.8K
18.8K $2.48M
BCS
Barclays PLC

Financial Services
-2.24K
- 7.54%
$10.59 - $12.45 $23.7K - $27.9K
27.5K $333K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-17
- 0.5%
$69.16 - $76.64 $1.18K - $1.3K
3.37K $253K
RIO
Rio Tinto PLC

Basic Materials
-43
- 1.16%
$59.71 - $71.21 $2.57K - $3.06K
3.67K $261K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-105
- 4.22%
$143.74 - $174.11 $15.1K - $18.3K
2.38K $386K
IFN
India Fund Inc

Financial Services
-98
- 0.66%
$17.61 - $19.23 $1.73K - $1.88K
14.7K $279K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-255
- 1.14%
$32.36 - $33.78 $8.25K - $8.61K
22.2K $748K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-825
- 7.05%
$256.4 - $289.78 $212K - $239K
10.9K $3.09M
WTS
Watts Water Technologies Inc

Industrials
-72
- 5.29%
$175.53 - $207.88 $12.6K - $15K
1.29K $267K
HTEC
Robo Global Healthcare

ETFs
-485
- 3.68%
$26.85 - $29.71 $13K - $14.4K
12.7K $377K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-736
- 12.02%
$98.71 - $117.61 $72.7K - $86.6K
5.39K $633K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-225
- 1.0%
$13.08 - $14.19 $2.94K - $3.19K
22.4K $317K
WBS
Webster Financial Corp

Financial Services
-168
- 1.88%
$42.49 - $49.62 $7.14K - $8.34K
8.78K $409K
UAA
Under Armour, Inc.

Consumer Cyclical
-3.61K
- 15.71%
$6.37 - $8.94 $23K - $32.3K
19.4K $172K
SFNC
Simmons First National Corp

Financial Services
-1.37K
- 10.99%
$17.05 - $22.07 $23.3K - $30.2K
11.1K $238K
RF
Regions Financial Corp

Financial Services
-1.66K
- 9.34%
$19.51 - $23.42 $32.4K - $38.9K
16.1K $376K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.07K
- 5.1%
$59.93 - $66.52 $244K - $271K
75.8K $5.04M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-14
- 0.23%
$39.47 - $49.4 $553 - $692
6.1K $289K
OUNZ
Van Eck Merk Gold Trust

ETFs
-225
- 2.48%
$22.51 - $25.83 $5.06K - $5.81K
8.83K $224K
STX
Seagate Technology Holdings PLC

Technology
-176
- 2.7%
$92.1 - $110.76 $16.2K - $19.5K
6.35K $695K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.22K
- 1.65%
$98.99 - $101.51 $220K - $226K
133K $13.4M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-500
- 0.76%
$24.98 - $25.63 $12.5K - $12.8K
65.7K $1.68M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-2.73K
- 5.68%
$39.43 - $44.82 $107K - $122K
45.2K $2.03M
SYY
Sysco Corp

Consumer Defensive
-1.53K
- 7.15%
$69.16 - $78.98 $106K - $121K
19.8K $1.55M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-266
- 6.78%
$138.85 - $182.81 $36.9K - $48.6K
3.66K $648K
A
Agilent Technologies, Inc.

Healthcare
-561
- 9.88%
$125.42 - $148.48 $70.4K - $83.3K
5.12K $759K
PAVE
Global X Fds Us Infrastructure

ETFs
-22
- 0.36%
$36.39 - $41.16 $801 - $906
6.05K $248K
MATX
Matson, Inc.

Industrials
-17
- 0.75%
$121.89 - $142.79 $2.07K - $2.43K
2.25K $320K
IT
Gartner Inc

Technology
-207
- 9.26%
$441.32 - $516.47 $91.4K - $107K
2.03K $1.03M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-14
- 0.44%
$77.23 - $87.97 $1.08K - $1.23K
3.14K $272K
JBL
Jabil Inc

Technology
-31
- 1.18%
$97.55 - $126.65 $3.02K - $3.93K
2.59K $310K
INGR
Ingredion Inc

Consumer Defensive
-283
- 9.96%
$111.98 - $137.59 $31.7K - $38.9K
2.56K $351K
CHTR
Charter Communications, Inc.

Communication Services
-10
- 0.84%
$290.56 - $383.07 $2.91K - $3.83K
1.18K $382K
AMP
Ameriprise Financial Inc

Financial Services
-266
- 7.49%
$391.53 - $469.81 $104K - $125K
3.29K $1.54M
ARW
Arrow Electronics Inc

Technology
-14
- 0.58%
$117.29 - $135.1 $1.64K - $1.89K
2.38K $316K
QDF
Flexshares Quality Dividend In

ETFs
-350
- 3.28%
$65.37 - $71.71 $22.9K - $25.1K
10.3K $740K
ROBO
Robo Global Robotics And Autom

ETFs
-1.09K
- 2.31%
$50.56 - $58.65 $55.2K - $64K
46.2K $2.63M
LEG
Leggett & Platt Inc

Consumer Cyclical
-2.7K
- 8.64%
$10.67 - $14.12 $28.8K - $38.1K
28.5K $388K
ALLE
Allegion PLC

Industrials
-156
- 7.81%
$114.67 - $145.7 $17.9K - $22.7K
1.84K $268K
CHY
Calamos Convertible & High Income Fund

Financial Services
-50
- 0.12%
$11.13 - $12.01 $557 - $601
43.1K $514K
SCCO
Southern Copper Corp

Basic Materials
-19
- 0.42%
$94.1 - $120.43 $1.79K - $2.29K
4.46K $515K
LNT
Alliant Energy Corp

Utilities
-575
- 8.06%
$50.74 - $60.74 $29.2K - $34.9K
6.56K $397K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-33
- 0.17%
$41.71 - $45.02 $1.38K - $1.49K
19K $853K
NTRA
Natera, Inc.

Healthcare
-285
- 7.55%
$97.75 - $129.67 $27.9K - $37K
3.49K $443K
PHG
Koninklijke Philips Nv

Healthcare
-1.16K
- 11.74%
$25.08 - $32.73 $29.2K - $38.1K
8.75K $286K
Activity Summary
Buys All Purchases 374 New Holdings 63 Increased Positions 311 Sells All Sells 743 Reductions 743 Sold out 0 Options Calls 3 Puts 8
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