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
INTC
Intel Corp

Technology
-60.3K
- 18.5%
$19.07 - $26.23 $1.15M - $1.58M
265K $5.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.24K
- 1.99%
$288.47 - $316.54 $646K - $709K
110K $31.9M
ELV
Elevance Health, Inc.

Healthcare
-2.93K
- 38.36%
$365.96 - $514.62 $1.07M - $1.51M
4.7K $1.74M
META
Meta Platforms, Inc.

Communication Services
-7.64K
- 5.68%
$554.08 - $632.68 $4.23M - $4.84M
127K $74.9M
LNG
Cheniere Energy, Inc.

Energy
-13.8K
- 59.5%
$181.07 - $225.92 $2.49M - $3.11M
9.36K $2.01M
NVO
Novo Nordisk A S

Healthcare
-7.46K
- 16.45%
$85.0 - $120.04 $634K - $895K
37.9K $3.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14.6K
- 6.85%
$58.88 - $64.8 $860K - $947K
199K $11.7M
AWK
American Water Works Company, Inc.

Utilities
-6.91K
- 13.41%
$123.83 - $146.07 $856K - $1.01M
44.6K $5.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
-22.8K
- 9.35%
$87.25 - $95.52 $1.99M - $2.18M
221K $19.6M
XLV
Select Sector Spdr Fund Health

ETFs
-6.45K
- 10.54%
$136.28 - $154.74 $879K - $998K
54.7K $7.53M
ADBE
Adobe Inc.

Technology
-304
- 1.33%
$437.39 - $552.96 $133K - $168K
22.5K $10M
CVX
Chevron Corp

Energy
-5.26K
- 1.24%
$141.15 - $162.53 $742K - $854K
418K $60.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-33.4K
- 20.73%
$47.26 - $48.18 $1.58M - $1.61M
128K $6.06M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-29.3K
- 3.82%
$40.97 - $42.66 $1.2M - $1.25M
740K $30.6M
ORCL
Oracle Corp

Technology
-6.49K
- 4.16%
$165.41 - $192.43 $1.07M - $1.25M
150K $24.9M
IBB
Ishares Biotechnology ETF

ETFs
-7.01K
- 13.29%
$131.21 - $148.85 $919K - $1.04M
45.7K $6.04M
IEMG
Ishares Inc

ETFs
-29.7K
- 10.78%
N/A
246K $13.2M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-3.98K
- 0.63%
$26.16 - $29.13 $104K - $116K
628K $16.5M
SWK
Stanley Black & Decker, Inc.

Industrials
-6.72K
- 20.9%
$79.07 - $109.36 $532K - $735K
25.5K $2.04M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.3K
- 4.3%
$87.85 - $98.6 $465K - $522K
118K $10.5M
MUB
Ishares National Muni Bond ETF

ETFs
-3.34K
- 0.61%
$105.78 - $108.7 $353K - $363K
545K $58.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-11.3K
- 31.95%
$99.04 - $109.59 $1.12M - $1.24M
24.1K $2.4M
CVS
Cvs Health Corp

Healthcare
-17.1K
- 46.11%
$43.78 - $67.46 $748K - $1.15M
20K $896K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.55K
- 2.28%
$38.08 - $50.82 $97K - $129K
109K $4.16M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-23.4K
- 10.5%
$31.83 - $34.97 $745K - $818K
199K $6.44M
MCHP
Microchip Technology Inc

Technology
-2.96K
- 5.46%
$55.51 - $79.05 $165K - $234K
51.3K $2.94M
SBUX
Starbucks Corp

Consumer Cyclical
-8.81K
- 9.31%
$87.44 - $102.5 $770K - $903K
85.8K $7.82M
DTH
Wisdomtree Tr

ETFs
-19.1K
- 10.26%
$37.38 - $41.11 $713K - $785K
167K $6.31M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-793
- 4.67%
$396.64 - $516.74 $315K - $410K
16.2K $6.52M
IBM
International Business Machines Corp

Technology
-4.6K
- 2.12%
$204.9 - $238.04 $943K - $1.1M
212K $46.7M
ADI
Analog Devices Inc

Technology
-4.71K
- 29.68%
$206.35 - $236.48 $971K - $1.11M
11.2K $2.37M
AMT
American Tower Corp

Real Estate
-1.48K
- 7.2%
$179.4 - $232.01 $265K - $343K
19.1K $3.5M
PM
Philip Morris International Inc.

Consumer Defensive
-9.47K
- 7.3%
$118.38 - $133.06 $1.12M - $1.26M
120K $14.5M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-36.3K
- 22.1%
$36.63 - $37.8 $1.33M - $1.37M
128K $4.8M
AMAT
Applied Materials Inc

Technology
-3.67K
- 22.1%
$161.44 - $213.89 $592K - $784K
12.9K $2.1M
NVS
Novartis Ag

Healthcare
-4.12K
- 8.58%
$96.78 - $117.18 $398K - $482K
43.8K $4.27M
OMC
Omnicom Group Inc.

Communication Services
-5.87K
- 13.86%
$85.82 - $105.47 $503K - $619K
36.5K $3.14M
SRLN
Ssga Active Trust

ETFs
-29.4K
- 22.91%
$41.48 - $42.08 $1.22M - $1.24M
98.8K $4.12M
XLE
Energy Sector Spdr

ETFs
-8.24K
- 3.44%
$83.32 - $97.27 $686K - $801K
231K $19.8M
WPC
W. P. Carey Inc.

Real Estate
-9.12K
- 9.93%
$53.44 - $61.33 $487K - $559K
82.7K $4.51M
ISRG
Intuitive Surgical Inc

Healthcare
-2.7K
- 33.63%
$471.27 - $550.62 $1.27M - $1.48M
5.32K $2.78M
SPG
Simon Property Group Inc

Real Estate
-7.43K
- 19.64%
$167.23 - $183.84 $1.24M - $1.37M
30.4K $5.23M
GE
General Electric CO

Industrials
-92
- 0.18%
$159.95 - $194.23 $14.7K - $17.9K
51.6K $8.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
-7K
- 28.94%
$62.74 - $97.24 $439K - $681K
17.2K $1.29M
DOW
Dow Inc.

Basic Materials
-3.1K
- 4.54%
$39.1 - $55.34 $121K - $171K
65.2K $2.62M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-7.3K
- 22.1%
$115.56 - $130.43 $843K - $952K
25.7K $2.97M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-11.4K
- 7.3%
$40.06 - $45.21 $455K - $514K
144K $5.87M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-7.68K
- 20.07%
$106.56 - $113.11 $819K - $869K
30.6K $3.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-16.7K
- 4.04%
$61.68 - $67.87 $1.03M - $1.14M
397K $24.7M
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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