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
DOW
Dow Inc.

Basic Materials
-13.5K
- 24.42%
$25.81 - $34.89 $348K - $470K
41.7K $1.1M
CI
Cigna Corp

Healthcare
-2.5K
- 6.36%
$301.89 - $340.04 $754K - $849K
36.7K $12.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-196
- 1.21%
$421.16 - $509.5 $82.5K - $99.9K
16K $7.14M
TSCO
Tractor Supply CO

Consumer Cyclical
-863
- 0.31%
$47.86 - $55.77 $41.3K - $48.1K
281K $14.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.07K
- 5.75%
$79.79 - $91.42 $484K - $555K
99.4K $8.85M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.88K
- 2.25%
$51.14 - $57.0 $505K - $563K
430K $24.4M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-12.3K
- 11.81%
$53.27 - $54.27 $656K - $668K
91.9K $4.95M
BHP
Bhp Group LTD

Basic Materials
-13.7K
- 37.31%
$40.22 - $50.88 $549K - $695K
23K $1.1M
FDX
Fedex Corp

Industrials
-1.53K
- 7.8%
$198.07 - $245.17 $304K - $376K
18.1K $4.12M
EMGF
Ishares Msci Emerging Markets

ETFs
-19.8K
- 29.35%
$41.37 - $52.07 $817K - $1.03M
47.5K $2.48M
DGRO
Ishares Core Dividend Growth E

ETFs
-11.8K
- 22.28%
$55.22 - $63.94 $650K - $753K
41.1K $2.63M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-48K
- 54.15%
$10.3 - $12.99 $494K - $624K
40.7K $418K
SWK
Stanley Black & Decker, Inc.

Industrials
-5.85K
- 27.15%
$55.86 - $76.98 $327K - $450K
15.7K $1.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.59K
- 2.32%
$63.54 - $68.5 $419K - $452K
278K $18.7M
ELV
Elevance Health, Inc.

Healthcare
-844
- 17.55%
$372.27 - $452.69 $314K - $382K
3.97K $1.54M
BP
Bp PLC

Energy
-10.3K
- 16.45%
$26.11 - $33.81 $269K - $348K
52.3K $1.56M
SLB
Schlumberger Limited

Energy
-5.56K
- 12.53%
$31.95 - $42.2 $178K - $235K
38.8K $1.31M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-18.7K
- 17.32%
$37.18 - $42.23 $695K - $789K
89.3K $3.77M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-19.7K
- 28.65%
$26.41 - $26.76 $521K - $528K
49.1K $1.31M
SCHO
Schwab Short Term Us Treasury

ETFs
-21.8K
- 15.1%
$24.19 - $24.45 $527K - $532K
122K $2.98M
RWO
Spdr Dow Jones Global Real Est

ETFs
-12.4K
- 16.48%
$38.85 - $45.0 $482K - $558K
62.9K $2.77M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-6.76K
- 20.97%
$101.11 - $126.55 $684K - $856K
25.5K $3.22M
TFLO
Ishares Treasury Floating Rate

ETFs
-9.84K
- 7.12%
$50.47 - $50.66 $497K - $498K
128K $6.5M
CPRT
Copart Inc

Consumer Cyclical
-1.14K
- 1.95%
$47.72 - $63.84 $54.6K - $73K
57.5K $2.82M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.51K
- 49.41%
$225.56 - $335.19 $341K - $507K
1.55K $368K
SPG
Simon Property Group Inc

Real Estate
-1.99K
- 5.95%
$140.37 - $171.44 $279K - $341K
31.5K $5.06M
VZ
Verizon Communications Inc

Communication Services
-3.54K
- 2.18%
$41.67 - $45.62 $148K - $162K
159K $6.88M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-13.2K
- 50.05%
$37.77 - $46.15 $497K - $607K
13.1K $605K
MA
Mastercard Inc

Financial Services
-1.97K
- 4.18%
$479.92 - $590.74 $945K - $1.16M
45.2K $25.4M
WM
Waste Management Inc

Industrials
-1.64K
- 6.02%
$216.47 - $242.1 $354K - $396K
25.6K $5.85M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-13.8K
- 42.62%
$28.02 - $32.37 $388K - $448K
18.6K $591K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-35.8K
- 19.34%
$30.25 - $38.85 $1.08M - $1.39M
150K $5.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.46K
- 15.84%
$160.0 - $195.62 $233K - $285K
7.75K $1.26M
PLD
Prologis, Inc.

Real Estate
-2.61K
- 11.91%
$89.76 - $112.34 $235K - $294K
19.3K $2.03M
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.03%
$126.84 - $145.22 $1.27K - $1.45K
30.5K $3.94M
OXY
Occidental Petroleum Corp

Energy
-4.58K
- 15.79%
$36.11 - $49.33 $165K - $226K
24.4K $1.03M
GIS
General Mills Inc

Consumer Defensive
-3.68K
- 14.25%
$50.37 - $60.97 $185K - $224K
22.1K $1.15M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-13.4K
- 11.9%
$26.18 - $26.93 $352K - $362K
99.6K $2.66M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-86
- 0.61%
$212.1 - $244.27 $18.2K - $21K
14K $3.06M
GBIL
Goldman Sachs Access Treasury

ETFs
-3.66K
- 26.56%
$99.83 - $100.19 $365K - $367K
10.1K $1.01M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-7.79K
- 9.02%
$46.41 - $47.7 $361K - $371K
78.6K $3.73M
FNV
Franco Nevada Corp

Basic Materials
-4.16K
- 8.32%
$143.04 - $178.17 $595K - $742K
45.9K $7.52M
ALL
Allstate Corp

Financial Services
-1.54K
- 15.84%
$180.53 - $212.64 $277K - $327K
8.17K $1.64M
AON
Aon PLC

Financial Services
-554
- 14.39%
$335.85 - $398.81 $186K - $221K
3.3K $1.18M
YUM
Yum Brands Inc

Consumer Cyclical
-582
- 1.99%
$138.36 - $161.45 $80.5K - $94K
28.6K $4.24M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.73K
- 13.25%
$71.11 - $82.25 $194K - $225K
17.9K $1.36M
MGC
Vanguard Mega Cap ETF

ETFs
-1.75K
- 63.76%
$179.23 - $224.92 $313K - $393K
993 $223K
VHT
Vanguard Health Care ETF

ETFs
-678
- 7.21%
$236.71 - $261.92 $160K - $178K
8.73K $2.17M
TRV
Travelers Companies, Inc.

Financial Services
-1.38K
- 6.79%
$233.83 - $276.34 $322K - $381K
18.9K $5.05M
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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