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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-20K
- 19.31%
$45.38 - $46.88 $906K - $936K
83.5K $3.81M
ASML
Asml Holding Nv

Technology
-986
- 39.61%
$658.43 - $872.27 $649K - $860K
1.5K $1.04M
VOE
Vanguard Mid Cap Value Index F

ETFs
-905
- 0.63%
$160.89 - $176.18 $146K - $159K
143K $23.1M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-6.66K
- 1.11%
$31.43 - $33.28 $209K - $222K
594K $18.7M
BNDX
Vanguard Total International B

ETFs
-17.9K
- 24.71%
$48.91 - $50.61 $874K - $904K
54.4K $2.67M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-25.3K
- 21.11%
$40.12 - $41.68 $1.01M - $1.05M
94.4K $3.89M
AIG
American International Group, Inc.

Financial Services
-12.9K
- 63.66%
$70.0 - $79.22 $900K - $1.02M
7.34K $534K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-7.72K
- 5.79%
$36.15 - $41.9 $279K - $323K
126K $4.57M
PSX
Phillips 66

Energy
-796
- 1.66%
$110.35 - $138.93 $87.8K - $111K
47.2K $5.38M
ADT
Adt Inc.

Industrials
-123K
- 50.04%
$6.71 - $8.14 $824K - $999K
123K $846K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-260
- 51.59%
$4100.99 - $5300.34 $1.07M - $1.38M
244 $1.21M
CSX
Csx Corp

Industrials
-17.9K
- 12.67%
$31.58 - $36.88 $566K - $662K
124K $3.99M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-9.11K
- 11.27%
$107.41 - $115.71 $978K - $1.05M
71.7K $7.9M
ACN
Accenture PLC

Technology
-2.35K
- 7.3%
$343.9 - $376.86 $810K - $887K
29.9K $10.5M
INTU
Intuit Inc

Technology
-1.46K
- 23.23%
$602.01 - $706.25 $880K - $1.03M
4.83K $3.03M
PH
Parker Hannifin Corp

Industrials
-1.46K
- 8.43%
$621.74 - $709.46 $909K - $1.04M
15.9K $10.1M
NUE
Nucor Corp

Basic Materials
-2.07K
- 11.52%
$115.78 - $167.74 $240K - $347K
15.9K $1.86M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.51K
- 10.82%
$219.66 - $257.62 $331K - $388K
12.4K $2.75M
PLD
Prologis, Inc.

Real Estate
-3K
- 12.03%
$101.4 - $126.96 $304K - $381K
21.9K $2.32M
CCI
Crown Castle International Corp

Real Estate
-1.51K
- 6.11%
$89.78 - $119.11 $135K - $180K
23.2K $2.1M
SPGI
S&P Global Inc.

Financial Services
-1.3K
- 14.65%
$480.36 - $529.17 $623K - $686K
7.55K $3.76M
ICLN
Ishares

ETFs
-28.2K
- 19.17%
$11.35 - $14.51 $320K - $409K
119K $1.35M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.1K
- 19.1%
$81.68 - $82.93 $743K - $754K
38.5K $3.16M
MU
Micron Technology Inc

Technology
-3.8K
- 15.63%
$84.16 - $113.41 $320K - $431K
20.5K $1.73M
BHP
Bhp Group LTD

Basic Materials
-3.54K
- 7.61%
$48.78 - $62.43 $173K - $221K
43K $2.1M
VB
Vanguard Small Cap ETF

ETFs
-4.16K
- 5.91%
$233.76 - $261.58 $972K - $1.09M
66.2K $15.9M
PSA
Public Storage

Real Estate
-324
- 3.07%
$289.33 - $360.21 $93.7K - $117K
10.2K $3.07M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-13.6K
- 10.95%
$52.19 - $52.87 $709K - $718K
110K $5.78M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-20.6K
- 6.05%
$61.52 - $66.5 $1.27M - $1.37M
320K $20.4M
DE
Deere & CO

Industrials
-2.1K
- 10.46%
$389.45 - $466.0 $818K - $979K
18K $7.62M
SO
Southern CO

Utilities
-913
- 1.04%
$81.5 - $94.15 $74.4K - $86K
86.6K $7.13M
SLB
Schlumberger Limited

Energy
-12.4K
- 16.34%
$36.83 - $45.59 $457K - $565K
63.5K $2.43M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.92K
- 4.48%
$75.65 - $83.47 $221K - $243K
62.2K $4.74M
DFAT
Dimensional ETF Tr U S Target

ETFs
-13.4K
- 6.37%
$54.54 - $61.04 $728K - $815K
196K $10.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.3K
- 16.08%
$112.15 - $127.2 $818K - $928K
38.1K $4.6M
CPRT
Copart Inc

Consumer Cyclical
-19.4K
- 25.13%
$51.36 - $63.8 $998K - $1.24M
57.9K $3.32M
F
Ford Motor CO

Consumer Cyclical
-57.1K
- 23.89%
$9.69 - $11.4 $553K - $651K
182K $1.8M
BP
Bp PLC

Energy
-17.5K
- 16.64%
$28.16 - $33.14 $493K - $581K
87.7K $2.59M
PEN
Penumbra Inc

Healthcare
-5.9K
- 35.86%
$190.97 - $253.66 $1.13M - $1.5M
10.6K $2.51M
PATH
Ui Path, Inc.

Technology
-53.2K
- 45.81%
$11.95 - $15.5 $636K - $825K
62.9K $799K
AZN
Astrazeneca PLC

Healthcare
-5.54K
- 21.64%
$63.2 - $79.58 $350K - $441K
20.1K $1.31M
SBAC
Sba Communications Corp

Real Estate
-1.76K
- 20.45%
$198.24 - $249.31 $350K - $440K
6.86K $1.4M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.08K
- 0.39%
$22.72 - $25.76 $24.6K - $27.9K
274K $6.37M
SUB
Ishares Short Term National Mu

ETFs
-5.14K
- 2.93%
$104.94 - $106.2 $539K - $546K
170K $18M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-7.84K
- 66.32%
$74.68 - $81.45 $585K - $638K
3.98K $297K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.78K
- 1.58%
$56.61 - $61.63 $101K - $110K
111K $6.3M
CTAS
Cintas Corp

Industrials
-2.73K
- 47.17%
$182.7 - $226.47 $498K - $618K
3.05K $557K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-20.1K
- 9.72%
$23.63 - $26.47 $476K - $533K
187K $4.44M
HCA
Hca Healthcare, Inc.

Healthcare
-347
- 7.02%
$297.52 - $415.61 $103K - $144K
4.6K $1.38M
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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