Beacon Pointe Advisors, LLC Sells in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-1.6K
- 3.05%
$55.42 - $61.69 $88.5K - $98.5K
50.8K $2.82M
SWKS
Skyworks Solutions, Inc.

Technology
-4.09K
- 48.27%
$83.18 - $99.15 $340K - $405K
4.38K $388K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.16K
- 40.0%
$51.54 - $52.55 $421K - $429K
12.2K $632K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-3.73K
- 6.29%
$113.79 - $124.5 $424K - $464K
55.5K $6.37M
DEO
Diageo PLC

Consumer Defensive
-1.95K
- 13.45%
$118.0 - $139.88 $230K - $272K
12.5K $1.59M
SNY
Sanofi

Healthcare
-1.65K
- 4.36%
$45.89 - $57.31 $75.9K - $94.7K
36.2K $1.75M
IXUS
Ishares Tr

ETFs
-681
- 1.13%
$65.95 - $72.56 $44.9K - $49.4K
59.4K $3.93M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-6.32K
- 14.12%
$39.65 - $43.4 $250K - $274K
38.4K $1.53M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-11.5K
- 14.88%
$40.26 - $44.35 $462K - $509K
65.7K $2.72M
PGR
Progressive Corp

Financial Services
-1.13K
- 10.5%
$239.6 - $268.88 $271K - $304K
9.65K $2.31M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.91K
- 0.55%
$47.58 - $48.56 $90.6K - $92.5K
342K $16.4M
JCI
Johnson Controls International PLC

Industrials
-5.24K
- 46.04%
$74.23 - $86.6 $389K - $454K
6.14K $484K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.99K
- 8.05%
$89.81 - $104.0 $179K - $207K
22.7K $2.05M
DFAE
Dimensional ETF Tr

ETFs
-7.6K
- 7.76%
$25.36 - $28.15 $193K - $214K
90.3K $2.29M
STLD
Steel Dynamics Inc

Basic Materials
-3.99K
- 52.51%
N/A
3.61K $354K
VHT
Vanguard Health Care ETF

ETFs
-451
- 4.68%
$250.81 - $283.3 $113K - $128K
9.18K $2.33M
MS
Morgan Stanley

Financial Services
-8.74K
- 26.38%
$104.42 - $134.99 $913K - $1.18M
24.4K $3.07M
NVR
Nvr Inc

Consumer Cyclical
-2
- 0.89%
$8101.21 - $9940.51 $16.2K - $19.9K
223 $1.82M
D
Dominion Energy, Inc

Utilities
-5.52K
- 24.95%
$52.63 - $60.92 $290K - $336K
16.6K $894K
FDX
Fedex Corp

Industrials
-1.88K
- 9.47%
$260.5 - $305.15 $490K - $574K
18K $5.06M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.21K
- 2.6%
$75.99 - $88.85 $168K - $196K
82.7K $6.47M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-8.93K
- 32.87%
$43.33 - $45.42 $387K - $406K
18.2K $812K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.48K
- 8.25%
$73.97 - $84.09 $183K - $209K
27.6K $2.1M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-4.91K
- 45.98%
$61.93 - $70.49 $304K - $346K
5.76K $378K
FVD
First Tr Value Line Divid Inde

ETFs
-1.61K
- 1.0%
$43.4 - $46.7 $69.8K - $75.1K
159K $6.93M
URI
United Rentals, Inc.

Industrials
-290
- 19.17%
$704.44 - $880.32 $204K - $255K
1.22K $861K
KMB
Kimberly Clark Corp

Consumer Defensive
-13
- 0.04%
$130.37 - $146.09 $1.69K - $1.9K
31.8K $4.17M
ADSK
Autodesk, Inc.

Technology
-1.45K
- 26.76%
N/A
3.96K $974K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-7.08K
- 10.87%
$41.74 - $46.2 $295K - $327K
58K $2.43M
TDG
Trans Digm Group Inc

Industrials
-156
- 15.82%
$1239.0 - $1442.53 $193K - $225K
830 $1.05M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.47K
- 17.32%
$100.22 - $100.73 $348K - $350K
16.6K $1.66M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.43K
- 13.11%
$88.71 - $114.86 $127K - $164K
9.46K $873K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.31K
- 9.3%
$106.33 - $110.69 $245K - $255K
22.5K $2.4M
LEN
Lennar Corp

Consumer Cyclical
-1.12K
- 30.25%
$136.2 - $188.96 $153K - $212K
2.59K $353K
WY
Weyerhaeuser CO

Real Estate
-2.88K
- 6.48%
$27.21 - $33.7 $78.3K - $97K
41.5K $1.17M
UNM
Unum Group

Financial Services
-6.29K
- 66.6%
$58.88 - $77.07 $370K - $485K
3.15K $230K
EOG
Eog Resources Inc

Energy
-2.5K
- 5.08%
$118.22 - $136.54 $296K - $341K
46.7K $5.72M
TD
Toronto Dominion Bank

Financial Services
-4.19K
- 43.16%
$51.56 - $63.8 $216K - $268K
5.52K $294K
PAAS
Pan American Silver Corp

Basic Materials
-10.6K
- 6.65%
$19.94 - $25.85 $211K - $273K
148K $3M
IIPR
Innovative Industrial Properties Inc

Real Estate
-305
- 7.04%
$66.64 - $135.61 $20.3K - $41.4K
4.03K $268K
RC
Ready Capital Corp

Real Estate
-28.8K
- 19.83%
$6.71 - $7.57 $194K - $218K
117K $795K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-711
- 2.77%
$84.3 - $106.41 $59.9K - $75.7K
25K $2.15M
AME
Ametek Inc

Industrials
-1.91K
- 48.33%
$165.89 - $197.38 $317K - $377K
2.04K $368K
BDX
Becton Dickinson & CO

Healthcare
-1.14K
- 30.08%
$220.02 - $243.75 $250K - $277K
2.64K $599K
JXN
Jackson Financial Inc.

Financial Services
-566
- 0.91%
$84.91 - $113.74 $48.1K - $64.4K
61.6K $5.36M
SPMD
Spdr Portfolio

ETFs
-5.56K
- 3.0%
$54.13 - $59.56 $301K - $331K
180K $9.84M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.67K
- 1.51%
$25.61 - $28.0 $42.8K - $46.8K
109K $2.81M
IVT
Inven Trust Properties Corp.

Real Estate
-11.3K
- 44.56%
$28.52 - $31.3 $321K - $352K
14K $421K
PPG
Ppg Industries Inc

Basic Materials
-684
- 4.2%
$119.09 - $131.37 $81.5K - $89.9K
15.6K $1.86M
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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