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
EPI
Wisdomtree Tr India Earnings F

ETFs
-8.75K
- 20.15%
$45.09 - $50.08 $394K - $438K
34.7K $1.57M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.49K
- 1.24%
$80.87 - $87.69 $202K - $219K
198K $16.1M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-5.76K
- 11.49%
$65.79 - $72.14 $379K - $415K
44.4K $2.92M
ROP
Roper Technologies Inc

Industrials
-118
- 0.78%
$519.85 - $575.95 $61.3K - $68K
15K $7.81M
ECL
Ecolab Inc.

Basic Materials
-376
- 1.53%
$234.32 - $261.43 $88.1K - $98.3K
24.3K $5.68M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-18.6K
- 10.08%
$37.61 - $38.92 $698K - $723K
166K $6.38M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.74K
- 1.81%
$197.36 - $217.3 $344K - $379K
94.6K $18.8M
MPC
Marathon Petroleum Corp

Energy
-2.75K
- 30.5%
$131.65 - $174.84 $362K - $481K
6.27K $874K
CMF
Ishares California Muni Bond E

ETFs
-8.43K
- 6.43%
$56.66 - $58.1 $478K - $490K
123K $7.02M
IRM
Iron Mountain Inc

Real Estate
-4.09K
- 35.95%
$101.62 - $128.14 $416K - $524K
7.29K $766K
ZTS
Zoetis Inc.

Healthcare
-1.55K
- 15.43%
$162.24 - $194.42 $251K - $301K
8.48K $1.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.8K
- 15.53%
$50.37 - $50.6 $546K - $548K
58.9K $2.97M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2.15K
- 2.32%
$56.08 - $68.53 $121K - $148K
90.5K $5.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2K
- 14.91%
$209.89 - $233.24 $421K - $467K
11.4K $2.43M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.91K
- 6.0%
$238.25 - $261.28 $456K - $500K
30K $7.26M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.89K
- 1.33%
$34.13 - $37.35 $64.4K - $70.5K
140K $4.78M
IVE
Ishares S&P 500 Value ETF

ETFs
-127
- 0.15%
$189.5 - $206.17 $24.1K - $26.2K
83.5K $15.9M
COP
Conocophillips

Energy
-1.41K
- 2.13%
$95.12 - $114.72 $134K - $161K
64.5K $6.4M
IGRO
Ishares Tr International Divid

ETFs
-467
- 0.61%
$67.76 - $74.48 $31.6K - $34.8K
76.4K $5.19M
PHYS
Sprott Physical Gold Trust

Financial Services
-19.2K
- 3.16%
$19.66 - $21.66 $378K - $416K
589K $11.9M
VRT
Vertiv Holdings CO

Industrials
-6.16K
- 33.19%
N/A
12.4K $1.07M
FNV
Franco Nevada Corp

Basic Materials
-1.6K
- 3.1%
$113.26 - $137.22 $181K - $220K
50K $5.88M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-15.3K
- 44.74%
$33.7 - $37.69 $515K - $576K
18.9K $648K
MTB
M&T Bank Corp

Financial Services
-3.01K
- 68.44%
$172.48 - $221.95 $518K - $667K
1.39K $260K
AFL
Aflac Inc

Financial Services
-1.17K
- 2.44%
$100.37 - $115.27 $117K - $134K
46.7K $4.83M
ITW
Illinois Tool Works Inc

Industrials
-1.19K
- 4.68%
$253.56 - $278.5 $302K - $331K
24.2K $6.14M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-44.2K
- 23.23%
$13.61 - $14.58 $602K - $645K
146K $2.11M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.57K
- 10.37%
$75.95 - $88.05 $195K - $226K
22.2K $1.69M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-44K
- 28.74%
$10.71 - $11.38 $471K - $501K
109K $1.2M
GIS
General Mills Inc

Consumer Defensive
-3.04K
- 9.7%
$62.78 - $74.62 $191K - $227K
28.3K $1.8M
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.35K
- 7.31%
$64.18 - $70.42 $215K - $236K
42.6K $2.74M
EMGF
Ishares Msci Emerging Markets

ETFs
-3.95K
- 5.5%
$45.23 - $51.49 $179K - $203K
68K $3.07M
BSX
Boston Scientific Corp

Healthcare
-6.85K
- 32.78%
$83.62 - $91.5 $573K - $627K
14.1K $1.26M
HSY
Hershey CO

Consumer Defensive
-626
- 3.6%
$168.67 - $193.65 $106K - $121K
16.8K $2.84M
PHM
Pultegroup Inc

Consumer Cyclical
-1.51K
- 15.79%
$108.86 - $149.04 $164K - $224K
8.02K $873K
SYK
Stryker Corp

Healthcare
-1.24K
- 3.55%
$345.14 - $392.15 $427K - $485K
33.6K $12.1M
CNI
Canadian National Railway CO

Industrials
-692
- 2.6%
$100.62 - $117.12 $69.6K - $81K
25.9K $2.63M
KLAC
Kla Corp

Technology
-553
- 59.02%
$614.46 - $829.55 $340K - $459K
384 $241K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.54K
- 12.51%
$176.42 - $186.91 $449K - $475K
17.8K $3.17M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-4.56K
- 31.23%
$64.28 - $76.45 $293K - $349K
10K $647K
RNR
Renaissancere Holdings LTD

Financial Services
-1.57K
- 43.11%
$241.97 - $287.47 $379K - $451K
2.07K $514K
BTU
Peabody Energy Corp

Energy
-15.8K
- 62.28%
$19.81 - $29.8 $313K - $471K
9.58K $200K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-4.16K
- 2.65%
$34.46 - $38.29 $143K - $159K
153K $5.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.81K
- 11.73%
$60.13 - $67.31 $229K - $256K
28.7K $1.74M
WELL
Welltower Inc.

Real Estate
-3.34K
- 18.24%
$123.11 - $139.3 $411K - $465K
15K $1.89M
WU
Western Union CO

Financial Services
-33.8K
- 45.73%
$10.52 - $11.94 $356K - $404K
40.1K $425K
AZO
Autozone Inc

Consumer Cyclical
-146
- 57.25%
$2981.19 - $3370.27 $435K - $492K
109 $349K
SHW
Sherwin Williams CO

Basic Materials
-567
- 9.04%
$338.75 - $399.71 $192K - $227K
5.7K $1.94M
NOC
Northrop Grumman Corp

Industrials
-69
- 0.96%
$466.52 - $543.88 $32.2K - $37.5K
7.1K $3.33M
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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