Beacon Pointe Advisors, LLC Reduced Holdings in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KGC
Kinross Gold Corp

Basic Materials
-10K
- 12.79%
$8.02 - $9.84 $80.2K - $98.4K
68.2K $638K
FDN
First Tr Fd Dow Jones

ETFs
-319
- 4.0%
$183.68 - $212.48 $58.6K - $67.8K
7.65K $1.62M
SOFI
So Fi Technologies, Inc.

Financial Services
-29.5K
- 16.71%
$6.32 - $8.19 $187K - $242K
147K $1.16M
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
-1.93K
- 12.28%
$0.76 - $2.15 $1.46K - $4.14K
13.8K $12K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-223
- 6.65%
$201.82 - $234.36 $45K - $52.3K
3.13K $721K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-1.34K
- 6.41%
$24.34 - $25.83 $32.5K - $34.5K
19.5K $501K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-707
- 7.54%
$108.44 - $120.37 $76.7K - $85.1K
8.67K $1.04M
MSCI
Msci Inc.

Financial Services
-215
- 18.83%
$479.31 - $584.91 $103K - $126K
927 $540K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.03K
- 11.77%
$28.08 - $32.61 $28.9K - $33.5K
7.7K $243K
RSG
Republic Services, Inc.

Industrials
-204
- 4.29%
$189.34 - $208.21 $38.6K - $42.5K
4.56K $915K
SQ
Block, Inc.

Technology
-293
- 7.16%
$57.21 - $72.07 $16.8K - $21.1K
3.8K $255K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-1.24K
- 2.95%
$22.76 - $23.41 $28.3K - $29.1K
40.9K $957K
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.74K
- 7.54%
$63.46 - $71.43 $238K - $267K
45.9K $3.25M
AOA
Ishares Tr Core Aggressive All

ETFs
-298
- 7.59%
$72.11 - $79.05 $21.5K - $23.6K
3.63K $286K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-2.62K
- 9.63%
$17.09 - $20.23 $44.8K - $53K
24.6K $467K
NLOK
Norton Life Lock Inc.

Technology
-267
- 2.63%
N/A
9.89K $212K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-495
- 3.69%
$47.95 - $49.61 $23.7K - $24.6K
12.9K $639K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-625
- 5.96%
$22.38 - $23.66 $14K - $14.8K
9.86K $231K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-670
- 4.62%
$86.85 - $98.91 $58.2K - $66.3K
13.8K $1.36M
IYT
Ishares Tr U.S. Transportation

ETFs
-320
- 6.78%
$61.35 - $68.92 $19.6K - $22.1K
4.4K $303K
OC
Owens Corning

Industrials
-42
- 3.1%
$154.02 - $186.38 $6.47K - $7.83K
1.31K $231K
HE
Hawaiian Electric Industries Inc

Utilities
-1.63K
- 9.65%
$7.74 - $17.51 $12.6K - $28.5K
15.2K $147K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-300
- 3.29%
$42.73 - $44.94 $12.8K - $13.5K
8.81K $395K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-84
- 0.46%
$39.1 - $39.1 $3.28K - $3.28K
18.3K $715K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-200
- 2.49%
$40.6 - $42.32 $8.12K - $8.46K
7.84K $330K
TRGP
Targa Resources Corp.

Energy
-268
- 13.97%
$127.86 - $156.46 $34.3K - $41.9K
1.65K $244K
MPWR
Monolithic Power Systems Inc

Technology
-64
- 11.85%
$757.04 - $947.16 $48.5K - $60.6K
476 $440K
ING
Ing Groep Nv

Financial Services
-1.08K
- 6.19%
$16.55 - $18.66 $17.8K - $20.1K
16.3K $296K
DGX
Quest Diagnostics Inc

Healthcare
-21
- 1.04%
$137.09 - $137.09 $2.88K - $2.88K
2.01K $275K
LYG
Lloyds Banking Group PLC

Financial Services
-4.02K
- 15.13%
$2.73 - $3.17 $11K - $12.7K
22.5K $70K
PTC
Ptc Inc.

Technology
-2
- 0.14%
$164.85 - $187.32 $330 - $375
1.45K $261K
VUSB
Vanguard Bd Index Fds
-25
- 0.53%
N/A
4.68K $0
Dimensional ETF Trust
-286
- 4.88%
N/A
5.58K $0
Linde PLC
-3.31K
- 25.06%
N/A
9.91K $0
Veralto Corp
-138
- 2.8%
N/A
4.79K $0
J P Morgan Exchange Traded F
-291
- 3.87%
N/A
7.22K $0
Ge Vernova Inc
-648
- 5.55%
N/A
11K $0
Ge Healthcare Technologies I
-541
- 4.27%
N/A
12.1K $0
Thomson Reuters Corp.
-314
- 2.33%
N/A
13.1K $0
LENB
Lennar Corporation Cl B
-28
- 0.43%
N/A
6.42K $0
Kenvue Inc
-15.4K
- 41.03%
N/A
22.1K $0
Labcorp Holdings Inc
-208
- 11.57%
N/A
1.59K $0
Ishares Tr
-1.04K
- 7.92%
N/A
12.1K $0
Vanguard Mun Bd Fds
-969
- 14.81%
N/A
5.57K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-767
- 4.91%
N/A
14.9K $0
Sila Realty Trust Inc
-1.46K
- 14.18%
N/A
8.81K $0
Innovator Etfs Trust
-3.6K
- 11.27%
N/A
28.3K $0
PDEC
Innovator U.S. Equity Power Bu
-2.62K
- 1.38%
N/A
187K $0
Canadian Pacific Kansas City
-3.29K
- 4.34%
N/A
72.5K $0
Activity Summary
Buys All Purchases 374 New Holdings 63 Increased Positions 311 Sells All Sells 743 Reductions 743 Sold out 0 Options Calls 3 Puts 8
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