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
Lam Research Corp
-6.33K
- 8.27%
N/A
70.2K $0
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.22K
- 7.2%
$41.56 - $49.04 $50.7K - $59.8K
15.7K $771K
Gsk PLC
-2.7K
- 24.0%
N/A
8.55K $0
Ishares Tr
-548
- 2.44%
N/A
21.9K $0
Ishares Tr
-87
- 0.96%
N/A
8.95K $0
Innovator Etfs Trust
-2.77K
- 5.4%
N/A
48.6K $0
BAUG
Innovator U.S. Equity Buffer E
-644
- 1.59%
N/A
39.9K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-8.53K
- 19.68%
N/A
34.8K $0
Invesco Exch Trd Slf Idx Fd
-1.97K
- 18.22%
N/A
8.84K $0
Invesco Exch Trd Slf Idx Fd
-2.01K
- 15.32%
N/A
11.1K $0
IYY
Ishares Tr

ETFs
-200
- 9.57%
$120.9 - $150.87 $24.2K - $30.2K
1.89K $285K
VTRS
Viatris Inc

Healthcare
-360
- 1.67%
$7.26 - $9.12 $2.61K - $3.28K
21.2K $189K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-528
- 0.43%
$47.02 - $47.83 $24.8K - $25.3K
121K $5.79M
IFN
India Fund Inc

Financial Services
-732
- 3.83%
$13.8 - $16.82 $10.1K - $12.3K
18.4K $304K
VAW
Vanguard Materials ETF

ETFs
-50
- 2.26%
$163.82 - $196.64 $8.19K - $9.83K
2.16K $421K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-84
- 1.44%
$107.61 - $119.09 $9.04K - $10K
5.76K $683K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-113
- 1.24%
$34.72 - $36.92 $3.92K - $4.17K
9.03K $333K
RNR
Renaissancere Holdings LTD

Financial Services
-7
- 0.34%
$220.37 - $253.95 $1.54K - $1.78K
2.05K $498K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-38
- 0.71%
$45.11 - $52.34 $1.71K - $1.99K
5.33K $278K
ANSS
Ansys Inc

Technology
-75
- 8.12%
$284.19 - $351.22 $21.3K - $26.3K
849 $298K
IYT
Ishares Tr U.S. Transportation

ETFs
-200
- 4.76%
$55.22 - $68.54 $11K - $13.7K
4K $274K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-650
- 0.79%
$16.93 - $17.81 $11K - $11.6K
81.6K $1.45M
IR
Ingersoll Rand Inc.

Industrials
-129
- 2.32%
$66.75 - $84.94 $8.61K - $11K
5.43K $452K
ES
Eversource Energy

Utilities
-99
- 1.14%
$54.25 - $65.89 $5.37K - $6.52K
8.56K $544K
KRG
Kite Realty Group Trust

Real Estate
-13
- 0.05%
$19.53 - $23.3 $254 - $303
26.5K $600K
CHTR
Charter Communications, Inc.

Communication Services
-94
- 8.18%
$321.68 - $427.25 $30.2K - $40.2K
1.06K $431K
IAPR
Innovator Etfs Tr Internationa

ETFs
-417
- 3.61%
$25.9 - $29.24 $10.8K - $12.2K
11.1K $325K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-36
- 0.58%
$52.22 - $73.66 $1.88K - $2.65K
6.21K $409K
ROL
Rollins Inc

Consumer Cyclical
-102
- 1.73%
$50.65 - $58.58 $5.17K - $5.98K
5.78K $326K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-380
- 0.99%
$22.15 - $23.69 $8.42K - $9K
37.9K $897K
PHM
Pultegroup Inc

Consumer Cyclical
-97
- 1.22%
$92.02 - $106.54 $8.93K - $10.3K
7.85K $827K
UA
Under Armour Inc Cl C

Consumer Cyclical
-4
- 0.02%
$4.73 - $6.59 $18.9 - $26.4
18.2K $118K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 2.33%
$919.93 - $1101.66 $8.28K - $9.91K
377 $392K
RF
Regions Financial Corp

Financial Services
-470
- 3.65%
$18.34 - $23.52 $8.62K - $11.1K
12.4K $291K
UAA
Under Armour, Inc.

Consumer Cyclical
-4
- 0.02%
$4.94 - $7.03 $19.8 - $28.1
21.3K $145K
ING
Ing Groep Nv

Financial Services
-798
- 6.04%
$16.62 - $21.98 $13.3K - $17.5K
12.4K $271K
RELX
Relx PLC

Communication Services
-222
- 3.48%
$45.31 - $55.66 $10.1K - $12.4K
6.16K $334K
EEMV
Ishares Msci Emerging Markets

ETFs
-198
- 3.09%
$54.12 - $62.8 $10.7K - $12.4K
6.2K $389K
SRE
Sempra Energy

Utilities
-483
- 3.93%
$63.78 - $78.91 $30.8K - $38.1K
11.8K $893K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.07K
- 10.06%
$40.94 - $52.1 $84.6K - $108K
18.5K $961K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-40
- 0.37%
$35.35 - $42.68 $1.41K - $1.71K
10.8K $458K
FHN
First Horizon Corp

Financial Services
-422
- 2.72%
$16.21 - $21.2 $6.84K - $8.95K
15.1K $319K
CHY
Calamos Convertible & High Income Fund

Financial Services
-1.89K
- 4.04%
$9.18 - $10.99 $17.3K - $20.7K
44.9K $493K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-31
- 1.4%
$97.68 - $121.38 $3.03K - $3.76K
2.18K $264K
KLAC
Kla Corp

Technology
-82
- 18.85%
$576.53 - $902.94 $47.3K - $74K
353 $316K
INDA
Ishares Msci India Index Fund

ETFs
-325
- 3.51%
$49.13 - $55.86 $16K - $18.2K
8.93K $497K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-2.7K
- 6.9%
$58.13 - $69.92 $157K - $189K
36.4K $2.55M
DTM
Dt Midstream, Inc.

Energy
-151
- 5.29%
$87.23 - $109.91 $13.2K - $16.6K
2.7K $297K
ALLE
Allegion PLC

Industrials
-34
- 1.69%
$118.52 - $145.64 $4.03K - $4.95K
1.98K $285K
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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