Beacon Pointe Advisors, LLC Sells in Q3 2025

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-140K
- 45.21%
$459.11 - $506.91 $64.5M - $71.2M
170K $85.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-122K
- 19.06%
$567.77 - $614.76 $69.2M - $74.9M
517K $317M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-72.2K
- 89.58%
$362.31 - $405.74 $26.2M - $29.3M
8.4K $3.38M
PG
Procter & Gamble CO

Consumer Defensive
-155K
- 43.83%
$150.47 - $161.22 $23.4M - $25.1M
199K $30.6M
MGV
Vanguard Mega Cap Value

ETFs
-187K
- 91.56%
$129.46 - $137.85 $24.2M - $25.7M
17.2K $2.37M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-221K
- 22.12%
$97.75 - $100.75 $21.6M - $22.3M
779K $78.1M
LII
Lennox International Inc

Industrials
-3.31K
- 0.78%
$516.18 - $664.54 $1.71M - $2.2M
419K $222M
EFV
Msci Eafe Value ETF

ETFs
-320K
- 37.21%
$62.79 - $68.42 $20.1M - $21.9M
539K $36.6M
TSCO
Tractor Supply CO

Consumer Cyclical
-275K
- 97.96%
$54.08 - $62.65 $14.9M - $17.2M
5.74K $326K
V
Visa Inc.

Financial Services
-31.3K
- 13.95%
$332.09 - $358.86 $10.4M - $11.2M
193K $66M
WMT
Walmart Inc.

Consumer Defensive
-120K
- 27.33%
$94.4 - $104.27 $11.4M - $12.5M
320K $33M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-312K
- 45.86%
$33.95 - $36.08 $10.6M - $11.3M
369K $13.3M
META
Meta Platforms, Inc.

Communication Services
-12.4K
- 9.45%
$695.21 - $791.73 $8.65M - $9.85M
119K $87.6M
JPM
Jpmorgan Chase & CO

Financial Services
-60.1K
- 15.89%
$282.78 - $316.06 $17M - $19M
318K $100M
VTV
Vanguard Value ETF

ETFs
-94.3K
- 10.35%
$175.51 - $186.57 $16.6M - $17.6M
817K $152M
LOW
Lowes Companies Inc

Consumer Cyclical
-45.7K
- 41.08%
$215.01 - $273.02 $9.83M - $12.5M
65.6K $16.5M
EFG
Msci Eafe Growth ETF

ETFs
-79K
- 16.12%
$106.99 - $114.46 $8.45M - $9.04M
411K $46.8M
SYK
Stryker Corp

Healthcare
-19.4K
- 59.17%
$368.57 - $403.53 $7.15M - $7.82M
13.4K $4.95M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-70K
- 31.54%
$135.0 - $146.02 $9.45M - $10.2M
152K $22.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-128K
- 84.51%
$60.01 - $65.01 $7.68M - $8.32M
23.5K $1.52M
VXF
Vanguard Extended Market ETF

ETFs
-42.7K
- 55.98%
$193.58 - $213.07 $8.26M - $9.09M
33.5K $7.02M
ROP
Roper Technologies Inc

Industrials
-10.9K
- 72.36%
$495.03 - $573.0 $5.38M - $6.23M
4.15K $2.07M
VGLT
Vanguard Long Term Treasury Et

ETFs
-115K
- 39.77%
$54.21 - $57.41 $6.23M - $6.6M
174K $9.9M
SBR
Sabine Royalty Trust

Energy
-110K
- 56.31%
$65.49 - $82.12 $7.22M - $9.06M
85.6K $6.8M
IBM
International Business Machines Corp

Technology
-12.5K
- 6.0%
$234.77 - $292.47 $2.93M - $3.65M
196K $55.2M
DIS
Walt Disney CO

Communication Services
-33K
- 15.7%
$112.25 - $124.0 $3.7M - $4.09M
177K $20.3M
UBER
Uber Technologies, Inc

Technology
-63.4K
- 36.89%
$86.91 - $99.57 $5.51M - $6.31M
108K $10.6M
OKE
Oneok Inc

Energy
-42.5K
- 17.94%
$71.36 - $83.47 $3.03M - $3.54M
194K $14.2M
SPMD
Spdr Portfolio

ETFs
-98.2K
- 54.2%
$54.43 - $58.29 $5.34M - $5.72M
83K $4.74M
MCD
Mcdonalds Corp

Consumer Cyclical
-18.5K
- 17.36%
$291.67 - $316.99 $5.38M - $5.85M
87.9K $26.7M
VO
Vanguard Mid Cap ETF

ETFs
-42.7K
- 7.18%
$279.83 - $293.74 $12M - $12.6M
553K $162M
HON
Honeywell International Inc

Industrials
-13K
- 19.23%
$207.7 - $240.4 $2.7M - $3.12M
54.5K $11.5M
SCHW
Schwab Charles Corp

Financial Services
-52K
- 26.41%
$91.03 - $98.69 $4.74M - $5.13M
145K $13.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13.8K
- 41.47%
$404.94 - $499.99 $5.6M - $6.92M
19.5K $9.47M
AFL
Aflac Inc

Financial Services
-38K
- 80.26%
$98.09 - $111.7 $3.73M - $4.25M
9.35K $1.04M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-159K
- 11.53%
$41.91 - $44.87 $6.65M - $7.11M
1.22M $54.3M
UNP
Union Pacific Corp

Industrials
-16.7K
- 42.29%
$214.91 - $237.16 $3.59M - $3.96M
22.8K $5.39M
DELL
Dell Technologies Inc.

Technology
-29.4K
- 74.29%
$120.96 - $141.77 $3.55M - $4.16M
10.2K $1.44M
NFLX
Netflix Inc

Communication Services
-1.14K
- 7.98%
$1147.87 - $1297.18 $1.31M - $1.48M
13.1K $15.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-7.26K
- 37.27%
$534.91 - $598.71 $3.88M - $4.34M
12.2K $6.87M
MAR
Marriott International Inc

Consumer Cyclical
-11.2K
- 45.58%
$255.35 - $282.87 $2.85M - $3.16M
13.3K $3.47M
ECL
Ecolab Inc.

Basic Materials
-11.7K
- 49.79%
$259.39 - $285.47 $3.03M - $3.34M
11.8K $3.23M
IXUS
Ishares Tr

ETFs
-41.2K
- 69.88%
$76.35 - $82.58 $3.14M - $3.4M
17.7K $1.46M
ACN
Accenture PLC

Technology
-6.48K
- 22.83%
$232.56 - $304.78 $1.51M - $1.98M
21.9K $5.41M
MKL
Markel Corp

Financial Services
-1.52K
- 72.33%
$1898.34 - $2031.8 $2.88M - $3.09M
581 $1.11M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-185K
- 11.48%
$28.15 - $30.13 $5.2M - $5.56M
1.42M $42.2M
TFLO
Ishares Treasury Floating Rate

ETFs
-55.9K
- 43.6%
$50.45 - $50.65 $2.82M - $2.83M
72.4K $3.66M
VOT
Vanguard Mid Cap Growth Index

ETFs
-12.2K
- 14.65%
$282.75 - $294.19 $3.44M - $3.58M
70.9K $20.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.41K
- 13.57%
$412.46 - $514.1 $1.82M - $2.27M
28.1K $13.8M
Activity Summary
Buys All Purchases 797 New Holdings 251 Increased Positions 546 Sells All Sells 510 Reductions 510 Sold out 0 Options Calls 30 Puts 11
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email