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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-179
- 2.54%
$99.37 - $134.05 $17.8K - $24K
6.87K $778K
NEAR
Blackrock Short Maturity Bond

ETFs
-2.96K
- 39.35%
$50.41 - $51.17 $149K - $152K
4.57K $233K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-3.59K
- 1.87%
$68.11 - $69.33 $244K - $249K
188K $13M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-2.03K
- 40.39%
$68.45 - $79.52 $139K - $162K
3K $238K
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.84K
- 6.4%
$137.62 - $174.44 $253K - $321K
27K $4.4M
IIM
Invesco Value Municipal Income Trust

Financial Services
-12K
- 45.99%
$11.31 - $12.11 $136K - $145K
14.1K $164K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-4.36K
- 8.82%
$11.11 - $14.46 $48.5K - $63.1K
45.1K $563K
FSK
Fs Kkr Capital Corp

Financial Services
-6.61K
- 18.3%
$17.95 - $21.5 $119K - $142K
29.5K $612K
VFC
V F Corp

Consumer Cyclical
-4.1K
- 16.03%
$9.74 - $16.39 $39.9K - $67.2K
21.5K $252K
TYL
Tyler Technologies Inc

Technology
-266
- 18.22%
$521.68 - $592.84 $139K - $158K
1.19K $707K
EQR
Equity Residential

Real Estate
-19
- 0.06%
$61.82 - $71.72 $1.17K - $1.36K
32.9K $2.22M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-7.41K
- 5.96%
$33.77 - $41.16 $250K - $305K
117K $4.69M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.75K
- 13.18%
$81.46 - $94.63 $143K - $166K
11.5K $1.09M
PSA
Public Storage

Real Estate
-252
- 2.43%
$266.31 - $309.77 $67.1K - $78.1K
10.1K $2.97M
HLN
Haleon PLC

Healthcare
-12.8K
- 48.86%
$9.27 - $11.41 $119K - $146K
13.4K $138K
FNF
Fidelity National Financial, Inc.

Financial Services
-224
- 1.72%
$53.62 - $66.59 $12K - $14.9K
12.8K $717K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-17.3K
- 10.27%
$49.48 - $61.22 $858K - $1.06M
151K $9.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.18K
- 18.8%
$90.85 - $102.31 $107K - $120K
5.08K $511K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 43.59%
$62.05 - $80.65 $155K - $201K
3.23K $259K
IBHG
Ishares Tr Ibonds 2027 Term Hi
-5.65K
- 37.21%
$21.56 - $22.54 $122K - $127K
9.54K $214K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2K
- 8.81%
$69.8 - $85.28 $140K - $171K
20.7K $1.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
-287
- 8.92%
$248.61 - $294.96 $71.4K - $84.7K
2.93K $826K
XEL
Xcel Energy Inc

Utilities
-909
- 4.03%
$65.65 - $72.39 $59.7K - $65.8K
21.6K $1.47M
IHF
Ishares Tr

ETFs
-403
- 1.66%
$46.2 - $54.6 $18.6K - $22K
23.9K $1.16M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-5.24K
- 21.5%
$17.17 - $19.9 $89.9K - $104K
19.1K $367K
VIG
Vanguard Dividend Appreciation

ETFs
-649
- 0.23%
N/A
279K $50.8M
BAX
Baxter International Inc

Healthcare
-2K
- 14.07%
$27.8 - $34.02 $55.7K - $68.1K
12.2K $370K
DVN
Devon Energy Corp

Energy
-701
- 4.28%
$26.8 - $37.92 $18.8K - $26.6K
15.7K $499K
SONY
Sony Group Corp

Technology
-5.07K
- 18.26%
$21.24 - $26.88 $108K - $136K
22.7K $590K
IBMO
Ishares Tr Ibonds December 202

ETFs
-4.52K
- 8.47%
$25.32 - $25.63 $115K - $116K
48.9K $1.25M
PSLV
Sprott Physical Silver Trust

Financial Services
-18.5K
- 10.22%
$9.98 - $12.51 $184K - $231K
162K $1.98M
CSWI
Csw Industrials, Inc.

Industrials
-165
- 1.27%
$254.34 - $336.43 $42K - $55.5K
12.8K $3.67M
PEN
Penumbra Inc

Healthcare
-95
- 1.24%
$253.22 - $299.78 $24.1K - $28.5K
7.6K $1.95M
AZO
Autozone Inc

Consumer Cyclical
-25
- 18.94%
$3478.38 - $3880.15 $87K - $97K
107 $397K
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.98K
- 14.15%
$41.3 - $47.52 $206K - $237K
30.2K $1.43M
WAT
Waters Corp

Healthcare
-219
- 15.6%
$307.71 - $366.67 $67.4K - $80.3K
1.19K $413K
DJP
Barclays Bank PLC

ETFs
-3.2K
- 21.09%
N/A
12K $387K
MCI
Barings Corporate Investors

Financial Services
-807
- 1.75%
$18.92 - $22.71 $15.3K - $18.3K
45.4K $982K
CHD
Church & Dwight CO Inc

Consumer Defensive
-240
- 4.41%
$91.57 - $110.76 $22K - $26.6K
5.2K $500K
TXN
Texas Instruments Inc

Technology
-512
- 0.97%
N/A
52.4K $10.2M
NUE
Nucor Corp

Basic Materials
-1.77K
- 12.55%
$103.22 - $131.43 $183K - $233K
12.4K $1.6M
DTE
Dte Energy CO

Utilities
-364
- 4.61%
$127.39 - $139.49 $46.4K - $50.8K
7.53K $997K
WEC
Wec Energy Group, Inc.

Utilities
-270
- 1.99%
$102.24 - $109.76 $27.6K - $29.6K
13.3K $1.39M
RIG
Transocean Ltd.

Energy
-11.1K
- 10.76%
$2.13 - $3.32 $23.6K - $36.8K
92K $238K
IBMP
Ishares Tr Ibonds December 202

ETFs
-3.53K
- 10.39%
$24.98 - $25.35 $88.1K - $89.4K
30.4K $770K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-3.95K
- 24.97%
$20.97 - $21.71 $82.8K - $85.8K
11.9K $255K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.07K
- 16.57%
$59.24 - $71.39 $123K - $148K
10.4K $743K
NEM
Newmont Corp

Basic Materials
-26K
- 18.17%
$44.18 - $59.46 $1.15M - $1.55M
117K $6.83M
EQNR
Equinor Asa

Energy
-2.6K
- 17.4%
$22.04 - $28.08 $57.2K - $72.9K
12.3K $309K
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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