Beacon Pointe Advisors, LLC Reduced Holdings in Q1 2025

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JLL
Jones Lang Lasalle Inc

Real Estate
-12
- 0.79%
$238.0 - $284.76 $2.86K - $3.42K
1.52K $375K
INGR
Ingredion Inc

Consumer Defensive
-37
- 1.49%
$125.6 - $137.36 $4.65K - $5.08K
2.44K $330K
EQNR
Equinor Asa

Energy
-2.14K
- 12.52%
$22.37 - $26.45 $47.8K - $56.5K
14.9K $394K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-534
- 1.89%
$22.77 - $22.94 $12.2K - $12.2K
27.7K $634K
VOD
Vodafone Group Public LTD CO

Communication Services
-2.49K
- 14.58%
$8.05 - $9.86 $20K - $24.6K
14.6K $136K
ESS
Essex Property Trust, Inc.

Real Estate
-26
- 0.48%
N/A
5.42K $1.48M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-247
- 1.96%
$11.22 - $11.8 $2.77K - $2.91K
12.4K $138K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-264
- 2.15%
$48.31 - $49.23 $12.8K - $13K
12K $589K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-10.5K
- 1.69%
$40.79 - $42.32 $427K - $443K
609K $25.6M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-37
- 0.45%
$39.08 - $41.36 $1.45K - $1.53K
8.1K $321K
HYLS
First Tr Tactical High Yield L

ETFs
-80
- 1.27%
$40.95 - $41.77 $3.28K - $3.34K
6.23K $255K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-8
- 0.24%
$75.99 - $81.58 $608 - $653
3.27K $250K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-69
- 0.99%
N/A
6.89K $446K
GAB
Gabelli Equity Trust Inc

Financial Services
-1.27K
- 4.23%
$5.36 - $5.67 $6.8K - $7.2K
28.7K $158K
PEAK
Healthpeak Properties, Inc.

Real Estate
-192
- 1.02%
N/A
18.6K $353K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-184
- 3.18%
$55.76 - $59.54 $10.3K - $11K
5.61K $325K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-41
- 0.73%
$51.94 - $55.24 $2.13K - $2.26K
5.57K $296K
CCOR
Listed Fds Tr Core Alternative

ETFs
-1.8K
- 4.34%
$25.12 - $27.54 $45.2K - $49.5K
39.6K $1.06M
VAW
Vanguard Materials ETF

ETFs
-18
- 0.81%
$185.71 - $202.46 $3.34K - $3.64K
2.21K $418K
DGX
Quest Diagnostics Inc

Healthcare
-6
- 0.23%
N/A
2.55K $349K
Blackrock Inc
-130
- 4.75%
N/A
2.61K $0
Dimensional ETF Trust
-121K
- 68.09%
N/A
56.6K $0
Core Scientific Inc New
-111
- 0.03%
N/A
339K $0
Sila Realty Trust Inc
-2.95K
- 25.57%
N/A
8.57K $0
Canadian Pacific Kansas City
-740
- 1.05%
N/A
69.9K $0
Skyward Specialty Ins Group
-705
- 4.84%
N/A
13.9K $0
Proshares Tr
-12.4K
- 17.04%
N/A
60.1K $0
Solventum Corp
-618
- 6.8%
N/A
8.47K $0
Vanguard Wellington Fd
-871
- 19.39%
N/A
3.62K $0
Thomson Reuters Corp
-564
- 4.39%
N/A
12.3K $0
Kenvue Inc
-5.41K
- 30.1%
N/A
12.6K $0
BAUG
Innovator U.S. Equity Buffer E
-162
- 0.4%
N/A
40.5K $0
Ge Vernova Inc
-378
- 3.43%
N/A
10.7K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-120
- 0.83%
N/A
14.3K $0
Bunge Global Sa
-649
- 2.54%
N/A
24.9K $0
Blackrock ETF Trust Ii
-320
- 3.72%
N/A
8.28K $0
Exchange Traded Concepts Tru
-2.56K
- 10.9%
N/A
20.9K $0
XLP
Consumer Staples Sector Spdr

ETFs
-3
- 0.03%
N/A
11.1K $845K
PNOV
Innovator U.S. Equity Power Bu
-26.1K
- 10.24%
N/A
229K $0
Ge Healthcare Technologies I
-2.66K
- 19.46%
N/A
11K $0
Dimensional ETF Trust
-146
- 1.1%
N/A
13.2K $0
Grayscale Ethereum Trust ETF
-3.79K
- 4.57%
N/A
79K $0
PSEP
Innovator U.S. Equity Power Bu
-11.7K
- 6.48%
N/A
170K $0
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-1.09K
- 3.84%
$18.9 - $20.05 $20.5K - $21.8K
27.2K $534K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-73
- 1.53%
$44.72 - $46.25 $3.26K - $3.38K
4.7K $216K
BKR
Baker Hughes CO

Energy
-411
- 6.23%
$41.16 - $48.85 $16.9K - $20.1K
6.18K $271K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-4.25K
- 3.83%
$55.47 - $61.45 $236K - $261K
107K $6.3M
HL
Hecla Mining CO

Basic Materials
-2.8K
- 10.07%
$5.07 - $6.37 $14.2K - $17.8K
25K $139K
JKHY
Henry Jack & Associates Inc

Technology
-77
- 3.28%
$166.47 - $191.28 $12.8K - $14.7K
2.27K $414K
Activity Summary
Buys All Purchases 571 New Holdings 60 Increased Positions 511 Sells All Sells 519 Reductions 519 Sold out 0 Options Calls 17 Puts 5
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