Beacon Pointe Advisors, LLC Reduced Holdings in Q2 2025

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-2.17K
- 4.12%
$75.75 - $80.65 $164K - $175K
50.5K $4.07M
ROST
Ross Stores, Inc.

Consumer Cyclical
-647
- 21.59%
$126.62 - $154.26 $81.9K - $99.8K
2.35K $299K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-3.89K
- 20.98%
$20.08 - $20.98 $78.1K - $81.5K
14.6K $301K
LEG
Leggett & Platt Inc

Consumer Cyclical
-11.5K
- 53.3%
$6.56 - $9.72 $75.8K - $112K
10.1K $90K
LEN
Lennar Corp

Consumer Cyclical
-613
- 21.01%
$102.76 - $115.66 $63K - $70.9K
2.3K $254K
NNN
National Retail Properties, Inc.

Real Estate
-2.09K
- 11.05%
$37.56 - $43.42 $78.4K - $90.6K
16.8K $725K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-3K
- 5.44%
$25.85 - $26.19 $77.6K - $78.6K
52.1K $1.35M
HAL
Halliburton CO

Energy
-6
- 0.04%
$19.26 - $25.7 $116 - $154
15.5K $316K
PCAR
Paccar Inc

Industrials
-587
- 6.67%
$86.4 - $99.09 $50.7K - $58.2K
8.21K $780K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-587
- 0.98%
$18.68 - $21.54 $11K - $12.6K
59.5K $1.21M
VTR
Ventas, Inc.

Real Estate
-191
- 1.8%
$62.45 - $70.08 $11.9K - $13.4K
10.4K $657K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.1K
- 1.97%
$43.63 - $45.4 $47.9K - $49.8K
54.5K $2.43M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-4.51K
- 23.37%
$13.37 - $15.25 $60.3K - $68.8K
14.8K $220K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-653
- 12.95%
$110.2 - $126.21 $72K - $82.4K
4.39K $549K
ADSK
Autodesk, Inc.

Technology
-281
- 6.83%
N/A
3.84K $943K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.46K
- 8.67%
$35.62 - $39.64 $52.1K - $58K
15.4K $599K
ALC
Alcon Inc

Healthcare
-467
- 12.01%
$82.88 - $98.3 $38.7K - $45.9K
3.42K $302K
GAB
Gabelli Equity Trust Inc

Financial Services
-13K
- 45.25%
$4.97 - $5.87 $64.6K - $76.3K
15.7K $91K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-2.96K
- 14.09%
$66.1 - $97.75 $195K - $289K
18K $1.69M
PPG
Ppg Industries Inc

Basic Materials
-1.17K
- 7.37%
$91.66 - $115.04 $108K - $135K
14.7K $1.68M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-3.13K
- 6.56%
$18.83 - $19.22 $58.9K - $60.1K
44.5K $852K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-3.12K
- 13.61%
$11.76 - $13.64 $36.6K - $42.5K
19.8K $250K
FISV
Fiserv Inc

Technology
-488
- 9.2%
N/A
4.82K $603K
IYH
Ishares Tr

ETFs
-140
- 1.16%
$53.97 - $60.17 $7.56K - $8.42K
11.9K $671K
WDAY
Workday, Inc.

Technology
-396
- 7.42%
$210.47 - $274.71 $83.3K - $109K
4.94K $1.19M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.1K
- 6.95%
$58.63 - $59.9 $64.4K - $65.8K
14.7K $878K
GDDY
Go Daddy Inc.

Technology
-331
- 19.95%
$162.11 - $192.36 $53.7K - $63.7K
1.33K $239K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-465
- 2.38%
$22.73 - $29.21 $10.6K - $13.6K
19.1K $511K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-859
- 2.22%
$105.23 - $109.61 $90.4K - $94.2K
37.8K $4.14M
EWJ
Ishares Msci Japan ETF

ETFs
-1.4K
- 19.15%
$61.32 - $75.28 $85.8K - $105K
5.91K $443K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.01K
- 4.66%
$90.56 - $109.49 $635K - $768K
143K $15.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.81K
- 15.1%
N/A
15.8K $299K
LNT
Alliant Energy Corp

Utilities
-470
- 7.18%
$58.79 - $64.85 $27.6K - $30.5K
6.08K $367K
WELL
Welltower Inc.

Real Estate
-381
- 3.68%
$136.49 - $155.22 $52K - $59.1K
9.99K $1.53M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.48K
- 7.52%
$14.97 - $16.79 $52.1K - $58.4K
42.8K $715K
XLP
Consumer Staples Sector Spdr

ETFs
-700
- 6.3%
N/A
10.4K $792K
BKR
Baker Hughes CO

Energy
-436
- 7.05%
$35.0 - $44.92 $15.3K - $19.6K
5.75K $220K
AIG
American International Group, Inc.

Financial Services
-447
- 4.8%
$77.56 - $87.72 $34.7K - $39.2K
8.86K $758K
ASA
Asa Gold & Precious Metals LTD

Financial Services
-2.78K
- 10.75%
$24.28 - $34.46 $67.4K - $95.6K
23K $727K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.55K
- 22.27%
$41.79 - $54.16 $64.6K - $83.7K
5.4K $284K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-1.74K
- 4.14%
$12.71 - $14.52 $22.1K - $25.2K
40.2K $559K
A
Agilent Technologies, Inc.

Healthcare
-431
- 9.57%
$99.29 - $120.52 $42.8K - $51.9K
4.07K $480K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-2.5K
- 11.93%
$30.9 - $34.31 $77.3K - $85.8K
18.5K $633K
ATO
Atmos Energy Corp

Utilities
-283
- 9.54%
$145.06 - $162.66 $41.1K - $46K
2.68K $413K
WRB
Berkley W R Corp

Financial Services
-1.35K
- 5.6%
$64.28 - $75.17 $87K - $102K
22.8K $1.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.49K
- 10.75%
$61.79 - $76.67 $277K - $344K
37.3K $2.83M
MET
Metlife Inc

Financial Services
-554
- 3.71%
$68.42 - $82.49 $37.9K - $45.7K
14.4K $1.16M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-1.24K
- 1.07%
$40.66 - $41.98 $50.5K - $52.1K
114K $4.78M
FICO
Fair Isaac Corp

Technology
-14
- 1.34%
$1503.62 - $2206.01 $21.1K - $30.9K
1.03K $1.88M
Activity Summary
Buys All Purchases 578 New Holdings 80 Increased Positions 498 Sells All Sells 552 Reductions 552 Sold out 0 Options Calls 5 Puts 4
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