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
Lam Research Corp
-6.33K
- 8.27%
N/A
70.2K $0
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.22K
- 7.2%
$41.56 - $49.04 $50.7K - $59.8K
15.7K $771K
Gsk PLC
-2.7K
- 24.0%
N/A
8.55K $0
Ishares Tr
-548
- 2.44%
N/A
21.9K $0
Ishares Tr
-87
- 0.96%
N/A
8.95K $0
Innovator Etfs Trust
-2.77K
- 5.4%
N/A
48.6K $0
BAUG
Innovator U.S. Equity Buffer E
-644
- 1.59%
N/A
39.9K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-8.53K
- 19.68%
N/A
34.8K $0
Invesco Exch Trd Slf Idx Fd
-1.97K
- 18.22%
N/A
8.84K $0
Invesco Exch Trd Slf Idx Fd
-2.01K
- 15.32%
N/A
11.1K $0
IYY
Ishares Tr

ETFs
-200
- 9.57%
$120.9 - $150.87 $24.2K - $30.2K
1.89K $285K
VTRS
Viatris Inc

Healthcare
-360
- 1.67%
$7.26 - $9.12 $2.61K - $3.28K
21.2K $189K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-528
- 0.43%
$47.02 - $47.83 $24.8K - $25.3K
121K $5.79M
IFN
India Fund Inc

Financial Services
-732
- 3.83%
$13.8 - $16.82 $10.1K - $12.3K
18.4K $304K
VAW
Vanguard Materials ETF

ETFs
-50
- 2.26%
$163.82 - $196.64 $8.19K - $9.83K
2.16K $421K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-84
- 1.44%
$107.61 - $119.09 $9.04K - $10K
5.76K $683K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-113
- 1.24%
$34.72 - $36.92 $3.92K - $4.17K
9.03K $333K
RNR
Renaissancere Holdings LTD

Financial Services
-7
- 0.34%
$220.37 - $253.95 $1.54K - $1.78K
2.05K $498K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-38
- 0.71%
$45.11 - $52.34 $1.71K - $1.99K
5.33K $278K
ANSS
Ansys Inc

Technology
-75
- 8.12%
$284.19 - $351.22 $21.3K - $26.3K
849 $298K
IYT
Ishares Tr U.S. Transportation

ETFs
-200
- 4.76%
$55.22 - $68.54 $11K - $13.7K
4K $274K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-650
- 0.79%
$16.93 - $17.81 $11K - $11.6K
81.6K $1.45M
IR
Ingersoll Rand Inc.

Industrials
-129
- 2.32%
$66.75 - $84.94 $8.61K - $11K
5.43K $452K
ES
Eversource Energy

Utilities
-99
- 1.14%
$54.25 - $65.89 $5.37K - $6.52K
8.56K $544K
KRG
Kite Realty Group Trust

Real Estate
-13
- 0.05%
$19.53 - $23.3 $254 - $303
26.5K $600K
CHTR
Charter Communications, Inc.

Communication Services
-94
- 8.18%
$321.68 - $427.25 $30.2K - $40.2K
1.06K $431K
IAPR
Innovator Etfs Tr Internationa

ETFs
-417
- 3.61%
$25.9 - $29.24 $10.8K - $12.2K
11.1K $325K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-36
- 0.58%
$52.22 - $73.66 $1.88K - $2.65K
6.21K $409K
ROL
Rollins Inc

Consumer Cyclical
-102
- 1.73%
$50.65 - $58.58 $5.17K - $5.98K
5.78K $326K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-380
- 0.99%
$22.15 - $23.69 $8.42K - $9K
37.9K $897K
PHM
Pultegroup Inc

Consumer Cyclical
-97
- 1.22%
$92.02 - $106.54 $8.93K - $10.3K
7.85K $827K
UA
Under Armour Inc Cl C

Consumer Cyclical
-4
- 0.02%
$4.73 - $6.59 $18.9 - $26.4
18.2K $118K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 2.33%
$919.93 - $1101.66 $8.28K - $9.91K
377 $392K
RF
Regions Financial Corp

Financial Services
-470
- 3.65%
$18.34 - $23.52 $8.62K - $11.1K
12.4K $291K
UAA
Under Armour, Inc.

Consumer Cyclical
-4
- 0.02%
$4.94 - $7.03 $19.8 - $28.1
21.3K $145K
ING
Ing Groep Nv

Financial Services
-798
- 6.04%
$16.62 - $21.98 $13.3K - $17.5K
12.4K $271K
RELX
Relx PLC

Communication Services
-222
- 3.48%
$45.31 - $55.66 $10.1K - $12.4K
6.16K $334K
EEMV
Ishares Msci Emerging Markets

ETFs
-198
- 3.09%
$54.12 - $62.8 $10.7K - $12.4K
6.2K $389K
SRE
Sempra Energy

Utilities
-483
- 3.93%
$63.78 - $78.91 $30.8K - $38.1K
11.8K $893K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.07K
- 10.06%
$40.94 - $52.1 $84.6K - $108K
18.5K $961K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-40
- 0.37%
$35.35 - $42.68 $1.41K - $1.71K
10.8K $458K
FHN
First Horizon Corp

Financial Services
-422
- 2.72%
$16.21 - $21.2 $6.84K - $8.95K
15.1K $319K
CHY
Calamos Convertible & High Income Fund

Financial Services
-1.89K
- 4.04%
$9.18 - $10.99 $17.3K - $20.7K
44.9K $493K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-31
- 1.4%
$97.68 - $121.38 $3.03K - $3.76K
2.18K $264K
KLAC
Kla Corp

Technology
-82
- 18.85%
$576.53 - $902.94 $47.3K - $74K
353 $316K
INDA
Ishares Msci India Index Fund

ETFs
-325
- 3.51%
$49.13 - $55.86 $16K - $18.2K
8.93K $497K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-2.7K
- 6.9%
$58.13 - $69.92 $157K - $189K
36.4K $2.55M
DTM
Dt Midstream, Inc.

Energy
-151
- 5.29%
$87.23 - $109.91 $13.2K - $16.6K
2.7K $297K
ALLE
Allegion PLC

Industrials
-34
- 1.69%
$118.52 - $145.64 $4.03K - $4.95K
1.98K $285K
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
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