Beacon Pointe Advisors, LLC Sells in Q2 2025

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-33.3K
- 2.01%
$172.42 - $223.89 $5.74M - $7.45M
1.62M $333M
LLY
Eli Lilly & CO

Healthcare
-34.2K
- 43.05%
$713.71 - $898.95 $24.4M - $30.7M
45.2K $35.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.95K
- 2.8%
$483.48 - $539.8 $4.33M - $4.83M
311K $151M
PFE
Pfizer Inc

Healthcare
-607K
- 40.05%
$21.59 - $24.84 $13.1M - $15.1M
909K $22M
UNH
Unitedhealth Group Inc

Healthcare
-215
- 0.35%
$274.35 - $599.47 $59K - $129K
60.4K $18.9M
ET
Energy Transfer LP

Energy
-626K
- 34.54%
$15.65 - $18.93 $9.79M - $11.8M
1.19M $21.5M
OKE
Oneok Inc

Energy
-62K
- 20.76%
$78.71 - $100.37 $4.88M - $6.22M
237K $19.3M
UL
Unilever PLC

Consumer Defensive
-168K
- 60.6%
$57.9 - $65.43 $9.75M - $11M
109K $6.7M
JNJ
Johnson & Johnson

Healthcare
-29.6K
- 9.35%
$146.36 - $159.82 $4.33M - $4.73M
287K $43.9M
PG
Procter & Gamble CO

Consumer Defensive
-25.6K
- 6.73%
$157.66 - $172.39 $4.03M - $4.41M
355K $56.5M
MDT
Medtronic PLC

Healthcare
-84K
- 82.7%
$80.68 - $88.86 $6.78M - $7.47M
17.6K $1.53M
V
Visa Inc.

Financial Services
-22.6K
- 9.15%
$308.27 - $373.31 $6.98M - $8.45M
225K $79.8M
NVO
Novo Nordisk A S

Healthcare
-86.5K
- 67.46%
$58.08 - $81.05 $5.02M - $7.01M
41.7K $2.88M
PEP
Pepsico Inc

Consumer Defensive
-10.8K
- 4.65%
$128.02 - $151.37 $1.38M - $1.64M
222K $29.3M
GD
General Dynamics Corp

Industrials
-19.7K
- 77.37%
$247.68 - $291.66 $4.88M - $5.75M
5.76K $1.68M
DIS
Walt Disney CO

Communication Services
-105K
- 33.26%
$81.72 - $124.01 $8.55M - $13M
210K $26.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
-76.7K
- 20.96%
$53.66 - $58.71 $4.12M - $4.5M
289K $16.2M
AMGN
Amgen Inc

Healthcare
-4.77K
- 5.14%
$262.28 - $309.85 $1.25M - $1.48M
88K $24.6M
CSWC
Capital Southwest Corp

Financial Services
-188K
- 45.42%
$17.99 - $22.44 $3.39M - $4.22M
226K $4.99M
ACN
Accenture PLC

Technology
-12.4K
- 30.47%
$279.23 - $323.21 $3.48M - $4.02M
28.4K $8.49M
SBUX
Starbucks Corp

Consumer Cyclical
-36.9K
- 29.59%
$79.69 - $99.41 $2.94M - $3.67M
87.9K $8.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
-280
- 0.2%
$310.86 - $348.77 $87K - $97.7K
140K $44.9M
MUB
Ishares National Muni Bond ETF

ETFs
-28.1K
- 4.32%
$102.31 - $105.8 $2.88M - $2.97M
622K $65M
BMY
Bristol Myers Squibb CO

Healthcare
-9.74K
- 4.66%
$44.12 - $59.6 $430K - $581K
199K $9.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4
- 0.01%
$390.26 - $489.06 $1.56K - $1.96K
33.4K $13.5M
ASML
Asml Holding Nv

Technology
-4.79K
- 73.7%
$595.37 - $815.24 $2.85M - $3.9M
1.71K $1.37M
RTX
Raytheon Technologies Corp

Industrials
-40K
- 17.5%
$113.75 - $148.48 $4.55M - $5.93M
188K $27.5M
DEO
Diageo PLC

Consumer Defensive
-25K
- 63.2%
$99.86 - $115.75 $2.5M - $2.89M
14.6K $1.47M
MCD
Mcdonalds Corp

Consumer Cyclical
-173
- 0.16%
$285.55 - $321.23 $49.4K - $55.6K
106K $31.1M
HD
Home Depot, Inc.

Consumer Cyclical
-5.96K
- 3.89%
$335.24 - $380.78 $2M - $2.27M
147K $54.1M
KMI
Kinder Morgan, Inc.

Energy
-88.1K
- 17.76%
$25.21 - $29.4 $2.22M - $2.59M
408K $12M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-48
- 0.25%
$483.07 - $625.6 $23.2K - $30K
19.5K $10.2M
SPYG
Spdr Portfolio

ETFs
-36K
- 38.74%
$71.83 - $95.32 $2.59M - $3.44M
57K $5.43M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.2K
- 2.8%
$210.83 - $235.28 $675K - $754K
111K $24.7M
ADBE
Adobe Inc.

Technology
-5.39K
- 24.07%
$340.0 - $420.68 $1.83M - $2.27M
17K $6.58M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-18.8K
- 16.41%
$102.02 - $103.5 $1.92M - $1.95M
95.9K $9.87M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-151K
- 12.1%
$29.12 - $35.84 $4.41M - $5.43M
1.1M $39.4M
SLVM
Sylvamo Corp

Basic Materials
-63
- 0.06%
$50.1 - $68.36 $3.16K - $4.31K
101K $5.07M
KHC
Kraft Heinz CO

Consumer Defensive
-7.13K
- 2.46%
$25.61 - $30.81 $183K - $220K
283K $7.32M
XLV
Select Sector Spdr Fund Health

ETFs
-6.53K
- 14.6%
$128.77 - $144.3 $841K - $943K
38.2K $5.15M
IBB
Ishares Biotechnology ETF

ETFs
-8.73K
- 17.44%
$112.02 - $129.0 $978K - $1.13M
41.3K $5.23M
COP
Conocophillips

Energy
-1.23K
- 1.92%
$82.66 - $106.1 $101K - $130K
62.7K $5.63M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-43.7K
- 9.57%
$25.04 - $25.18 $1.09M - $1.1M
413K $10.4M
KO
Coca Cola CO

Consumer Defensive
-10.8K
- 3.7%
$68.37 - $73.9 $738K - $798K
281K $19.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.1K
- 8.71%
$91.43 - $91.74 $1.01M - $1.01M
116K $10.6M
NEE
Nextera Energy Inc

Utilities
-10.2K
- 7.13%
$64.11 - $75.0 $653K - $764K
133K $9.21M
IWR
Ishares Russell Mid Cap ETF

ETFs
-27.7K
- 11.24%
$74.88 - $91.97 $2.08M - $2.55M
219K $20.2M
INTC
Intel Corp

Technology
-34.1K
- 13.62%
$18.13 - $22.69 $618K - $774K
216K $4.85M
TGT
Target Corp

Consumer Defensive
-2.85K
- 2.92%
$88.76 - $105.77 $253K - $302K
95K $9.38M
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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