Beacon Pointe Advisors, LLC Reduced Holdings in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-279
- 2.2%
$11.34 - $12.27 $3.16K - $3.42K
12.4K $147K
Canadian Pacific Kansas City
-1.87K
- 2.58%
N/A
70.7K $0
Veralto Corp
-685
- 14.31%
N/A
4.1K $0
Grayscale Ethereum Trust ETF
-12.8K
- 13.36%
N/A
82.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-99
- 0.35%
N/A
27.9K $0
Ge Vernova Inc
-8
- 0.07%
N/A
11K $0
Vanguard Mun Bd Fds
-1.2K
- 21.51%
N/A
4.38K $0
FSCO
Fs Cr Opportunities Corp Com
-10.4K
- 28.81%
N/A
25.7K $0
Oaktree Specialty Lending CO
-221K
- 87.32%
N/A
32.1K $0
American Healthcare Reit Inc
-21.8K
- 69.72%
N/A
9.47K $0
Gsk PLC
-3.59K
- 28.93%
N/A
8.82K $0
PSEP
Innovator U.S. Equity Power Bu
-7.22K
- 3.83%
N/A
181K $0
Te Connectivity PLC
-1.28K
- 23.31%
N/A
4.21K $0
Atlassian Corporation
-586
- 11.33%
N/A
4.59K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-466
- 3.14%
N/A
14.4K $0
STEL
Stellar Bancorp Inc
-101
- 0.33%
N/A
30.2K $0
Kenvue Inc
-4.14K
- 18.74%
N/A
18K $0
J P Morgan Exchange Traded F
-2.35K
- 32.49%
N/A
4.87K $0
Labcorp Holdings Inc
-87
- 5.47%
N/A
1.5K $0
Linde PLC
-418
- 4.22%
N/A
9.49K $0
BSEP
Innovator U.S. Equity Buffer E

ETFs
-248
- 1.74%
$41.8 - $43.67 $10.4K - $10.8K
14K $600K
DXCM
Dexcom Inc

Healthcare
-2.84K
- 13.7%
$65.68 - $81.01 $186K - $230K
17.9K $1.39M
SSB
South State Corp

Financial Services
-614
- 2.25%
$94.05 - $111.93 $57.7K - $68.7K
26.7K $2.65M
IYW
Ishares Dj Us Tech ETF

ETFs
-74
- 3.84%
$148.14 - $166.23 $11K - $12.3K
1.85K $295K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.02K
- 11.93%
$172.07 - $207.36 $347K - $418K
14.9K $2.94M
PCAR
Paccar Inc

Industrials
-442
- 4.74%
$97.92 - $118.41 $43.3K - $52.3K
8.89K $924K
ROK
Rockwell Automation, Inc

Industrials
-96
- 4.97%
$264.65 - $302.92 $25.4K - $29.1K
1.83K $524K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-72
- 1.41%
$120.76 - $140.58 $8.69K - $10.1K
5.02K $641K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-90
- 0.42%
$33.03 - $34.15 $2.97K - $3.07K
21.2K $715K
CHTR
Charter Communications, Inc.

Communication Services
-37
- 3.13%
$315.38 - $408.02 $11.7K - $15.1K
1.15K $392K
SNA
Snap On Inc

Industrials
-79
- 10.35%
$285.44 - $371.35 $22.5K - $29.3K
684 $232K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-208
- 6.88%
$97.09 - $120.01 $20.2K - $25K
2.82K $304K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-282
- 1.08%
$69.3 - $74.3 $19.5K - $21K
25.8K $1.84M
BCS
Barclays PLC

Financial Services
-1.18K
- 4.31%
$11.65 - $13.67 $13.8K - $16.2K
26.3K $349K
PAYX
Paychex Inc

Industrials
-148
- 2.32%
$135.86 - $148.73 $20.1K - $22K
6.22K $871K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-876
- 4.66%
$129.96 - $144.97 $114K - $127K
17.9K $2.5M
TM
Toyota Motor Corp

Consumer Cyclical
-188
- 5.39%
$169.2 - $199.52 $31.8K - $37.5K
3.3K $642K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-60
- 0.32%
$44.7 - $46.74 $2.68K - $2.8K
18.9K $872K
MCI
Barings Corporate Investors

Financial Services
-12
- 0.03%
$18.88 - $20.81 $227 - $250
45.9K $935K
VFC
V F Corp

Consumer Cyclical
-838
- 3.15%
$16.7 - $22.59 $14K - $18.9K
25.8K $553K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-781
- 3.99%
$70.54 - $79.61 $55.1K - $62.2K
18.8K $1.43M
WRB
Berkley W R Corp

Financial Services
-279
- 1.13%
$56.48 - $64.94 $15.8K - $18.1K
24.4K $1.43M
TMUS
T Mobile Us, Inc.

Communication Services
-152
- 3.26%
$206.1 - $246.94 $31.3K - $37.5K
4.51K $996K
CME
Cme Group Inc.

Financial Services
-9
- 0.27%
$221.17 - $246.02 $1.99K - $2.21K
3.37K $782K
FSK
Fs Kkr Capital Corp

Financial Services
-3.96K
- 6.32%
$19.71 - $22.22 $78K - $87.9K
58.6K $1.27M
USB
Us Bancorp \De\

Financial Services
-714
- 2.08%
$43.98 - $53.66 $31.4K - $38.3K
33.6K $1.61M
SQ
Block, Inc.

Technology
-348
- 9.16%
$65.06 - $98.92 $22.6K - $34.4K
3.45K $293K
CAH
Cardinal Health Inc

Healthcare
-141
- 1.88%
$107.89 - $125.33 $15.2K - $17.7K
7.35K $868K
GPN
Global Payments Inc

Industrials
-71
- 1.41%
$97.57 - $119.38 $6.93K - $8.48K
4.96K $556K
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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