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
BX
Blackstone Inc.

Financial Services
-1.58K
- 2.84%
$120.77 - $159.66 $191K - $252K
54K $8.27M
PHYS
Sprott Physical Gold Trust

Financial Services
-616
- 0.1%
$18.12 - $20.72 $11.2K - $12.8K
608K $12.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.4K
- 2.53%
$41.9 - $48.26 $519K - $598K
477K $22.8M
ABT
Abbott Laboratories

Healthcare
-6.48K
- 3.03%
$100.07 - $118.13 $649K - $766K
207K $23.6M
EFG
Msci Eafe Growth ETF

ETFs
-11.3K
- 2.16%
$96.84 - $108.77 $1.09M - $1.22M
510K $54.9M
NEM
Newmont Corp

Basic Materials
-4.57K
- 2.84%
$41.65 - $55.85 $190K - $255K
156K $8.35M
BMY
Bristol Myers Squibb CO

Healthcare
-13.7K
- 5.99%
$39.66 - $51.75 $542K - $708K
215K $11.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-29.4K
- 14.9%
$57.22 - $80.08 $1.68M - $2.36M
168K $13.1M
NEE
Nextera Energy Inc

Utilities
-4.77K
- 3.16%
$69.9 - $84.97 $333K - $405K
146K $12.3M
IAU
Ishares Gold Trust

ETFs
-10.2K
- 2.7%
$44.06 - $50.5 $450K - $516K
368K $18.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.14K
- 3.46%
$149.02 - $167.67 $766K - $862K
143K $24.1M
SLVM
Sylvamo Corp

Basic Materials
-11
- 0.01%
$65.73 - $87.18 $723 - $959
101K $8.68M
IEFA
Ishares Tr

ETFs
-12.5K
- 2.45%
$70.09 - $78.74 $879K - $988K
499K $39M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-719
- 2.0%
$531.86 - $624.21 $382K - $449K
35.3K $21.8M
T
At&T Inc.

Communication Services
-17.5K
- 2.07%
$18.21 - $22.28 $318K - $389K
829K $18.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.52K
- 2.07%
$517.38 - $573.86 $1.3M - $1.45M
119K $68.4M
RTX
Raytheon Technologies Corp

Industrials
-14.7K
- 7.71%
$99.55 - $123.34 $1.46M - $1.81M
176K $21.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-26.3K
- 1.94%
$38.51 - $41.69 $1.01M - $1.1M
1.33M $55.4M
VEA
Vanguard Ftse Developed Market

ETFs
-35.7K
- 2.86%
$47.6 - $53.31 $1.7M - $1.91M
1.21M $64.1M
JPM
Jpmorgan Chase & CO

Financial Services
-4.77K
- 1.21%
$194.9 - $224.8 $929K - $1.07M
390K $82.2M
ADP
Automatic Data Processing Inc

Industrials
-1.85K
- 2.37%
$233.44 - $279.45 $433K - $518K
76.5K $21.2M
ABBV
Abb Vie Inc.

Healthcare
-4.86K
- 3.58%
$163.84 - $199.33 $795K - $968K
131K $25.8M
JNJ
Johnson & Johnson

Healthcare
-13K
- 4.41%
$145.48 - $167.38 $1.89M - $2.17M
281K $45.5M
VTI
Vanguard Total Stock Market Et

ETFs
-6.85K
- 2.11%
$255.18 - $283.2 $1.75M - $1.94M
318K $90M
AXP
American Express CO

Financial Services
-606
- 0.72%
$225.92 - $271.17 $137K - $164K
83.6K $22.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.68K
- 7.38%
$191.76 - $263.26 $1.09M - $1.49M
71.2K $18.6M
ORCL
Oracle Corp

Technology
-4.49K
- 2.79%
$125.9 - $170.35 $565K - $765K
156K $26.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.93K
- 2.75%
$520.18 - $576.82 $4.12M - $4.57M
281K $162M
CAT
Caterpillar Inc

Industrials
-3K
- 3.33%
$316.8 - $391.12 $950K - $1.17M
86.9K $34M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.68K
- 3.17%
$245.82 - $304.51 $905K - $1.12M
112K $34.2M
WMT
Walmart Inc.

Consumer Defensive
-23.6K
- 4.7%
$66.91 - $81.4 $1.58M - $1.92M
479K $38.7M
META
Meta Platforms, Inc.

Communication Services
-9K
- 6.26%
$453.41 - $572.44 $4.08M - $5.15M
135K $77.1M
UNH
Unitedhealth Group Inc

Healthcare
-168
- 0.26%
$488.01 - $604.18 $82K - $102K
63.4K $37M
FTNT
Fortinet, Inc.

Technology
-3.24K
- 1.08%
$55.39 - $77.55 $179K - $251K
297K $23.1M
LMT
Lockheed Martin Corp

Industrials
-1.45K
- 2.56%
$460.3 - $584.56 $665K - $845K
55K $32.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.1K
- 1.62%
$213.3 - $270.78 $448K - $568K
127K $34.4M
HD
Home Depot, Inc.

Consumer Cyclical
-8.21K
- 5.14%
$333.64 - $405.2 $2.74M - $3.33M
151K $61.3M
IBM
International Business Machines Corp

Technology
-1.12K
- 0.51%
$175.1 - $223.38 $197K - $251K
217K $48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11.4K
- 3.6%
$405.19 - $478.57 $4.64M - $5.48M
307K $141M
VTV
Vanguard Value ETF

ETFs
-2.31K
- 0.27%
$159.75 - $174.57 $369K - $403K
858K $150M
VO
Vanguard Mid Cap ETF

ETFs
-2.16K
- 0.34%
$237.84 - $263.83 $514K - $570K
627K $165M
AAPL
Apple Inc.

Technology
-37.2K
- 2.06%
$207.23 - $234.82 $7.7M - $8.73M
1.77M $411M
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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