Beacon Pointe Advisors, LLC Sells in Q1 2025

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
-1.45K
- 9.3%
$58.36 - $67.72 $84.4K - $98K
14.1K $955K
NRG
Nrg Energy, Inc.

Utilities
-652
- 4.94%
$84.82 - $113.33 $55.3K - $73.9K
12.5K $1.2M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-388
- 2.77%
$39.65 - $43.35 $15.4K - $16.8K
13.6K $572K
HE
Hawaiian Electric Industries Inc

Utilities
-967
- 6.96%
$8.18 - $11.46 $7.91K - $11.1K
12.9K $141K
SJM
J M Smucker CO

Consumer Defensive
-117
- 4.78%
$100.41 - $118.41 $11.7K - $13.9K
2.33K $276K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-62
- 0.45%
$110.75 - $119.78 $6.87K - $7.43K
13.8K $1.59M
IYM
Ishares Tr

ETFs
-7
- 0.31%
$128.53 - $142.03 $900 - $994
2.22K $298K
LYG
Lloyds Banking Group PLC

Financial Services
-695
- 5.72%
$2.58 - $3.9 $1.79K - $2.71K
11.5K $43K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-68
- 7.27%
$233.07 - $290.7 $15.8K - $19.8K
867 $234K
UNM
Unum Group

Financial Services
-144
- 4.57%
$71.8 - $83.34 $10.3K - $12K
3.01K $245K
IYE
Ishares Tr

ETFs
-28
- 0.57%
$45.23 - $49.95 $1.27K - $1.4K
4.89K $241K
FE
Firstenergy Corp

Utilities
-79
- 0.25%
$37.95 - $43.5 $3K - $3.44K
31.5K $1.27M
VDE
Vanguard Energy ETF

ETFs
-693
- 5.39%
$119.14 - $132.76 $82.6K - $92K
12.2K $1.58M
RS
Reliance Steel & Aluminum CO

Basic Materials
-26
- 1.78%
$266.61 - $302.66 $6.93K - $7.87K
1.43K $413K
RELX
Relx PLC

Communication Services
-177
- 2.7%
$45.34 - $51.91 $8.03K - $9.19K
6.38K $321K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-100
- 0.5%
$33.57 - $37.22 $3.36K - $3.72K
19.9K $713K
BR
Broadridge Financial Solutions, Inc.

Technology
-34
- 1.49%
$221.46 - $244.83 $7.53K - $8.32K
2.25K $546K
PPL
Ppl Corp

Utilities
-224
- 2.18%
$31.68 - $36.11 $7.1K - $8.09K
10K $362K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-117
- 1.96%
$107.24 - $116.37 $12.5K - $13.6K
5.85K $680K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-2K
- 1.64%
$9.55 - $10.42 $19.1K - $20.8K
120K $1.21M
BCS
Barclays PLC

Financial Services
-1.33K
- 5.07%
$12.69 - $16.25 $16.9K - $21.7K
25K $383K
XEL
Xcel Energy Inc

Utilities
-581
- 2.51%
$63.37 - $72.1 $36.8K - $41.9K
22.5K $1.6M
ITA
Ishares Tr

ETFs
-60
- 0.95%
$144.84 - $159.5 $8.69K - $9.57K
6.25K $957K
HSBC
Hsbc Holdings PLC

Financial Services
-43
- 0.78%
$48.68 - $61.58 $2.09K - $2.65K
5.49K $315K
SAP
Sap Se

Technology
-189
- 4.27%
$241.4 - $293.69 $45.6K - $55.5K
4.24K $1.14M
IGIC
International General Insurance Holdings Ltd.

Financial Services
-597
- 2.35%
$23.08 - $27.36 $13.8K - $16.3K
24.8K $653K
DNP
Dnp Select Income Fund Inc

Financial Services
-511
- 0.95%
$8.93 - $9.92 $4.56K - $5.07K
53K $524K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.56K
- 5.73%
$75.32 - $84.77 $268K - $302K
58.7K $4.79M
EOG
Eog Resources Inc

Energy
-1.63K
- 3.49%
$120.54 - $138.05 $197K - $225K
45.1K $5.78M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.07K
- 0.88%
$126.11 - $135.06 $261K - $279K
233K $30.1M
IHE
Ishares Tr

ETFs
-600
- 2.93%
$65.36 - $72.85 $39.2K - $43.7K
19.9K $1.4M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.15K
- 2.28%
$12.61 - $14.92 $14.6K - $17.2K
49.4K $708K
TAL
Tal Education Group

Consumer Defensive
-14
- 0.07%
$9.04 - $14.79 $127 - $207
19.3K $254K
IDV
Ishares Tr

ETFs
-4.1K
- 7.87%
$27.0 - $31.7 $111K - $130K
47.9K $1.49M
BAX
Baxter International Inc

Healthcare
-110
- 0.77%
$29.26 - $36.57 $3.22K - $4.02K
14.2K $487K
BSX
Boston Scientific Corp

Healthcare
-902
- 6.42%
$89.38 - $106.18 $80.6K - $95.8K
13.2K $1.33M
EXPD
Expeditors International Of Washington Inc

Industrials
-3
- 0.04%
$109.09 - $126.48 $327 - $379
7.74K $930K
EMGF
Ishares Msci Emerging Markets

ETFs
-675
- 0.99%
$44.18 - $48.23 $29.8K - $32.6K
67.3K $3.15M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-281
- 0.83%
$128.74 - $138.67 $36.2K - $39K
33.6K $4.56M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-52
- 0.28%
$68.32 - $75.06 $3.55K - $3.9K
18.6K $1.39M
NET
Cloudflare, Inc.

Technology
-72
- 0.37%
$110.71 - $176.5 $7.97K - $12.7K
19.3K $2.17M
OTIS
Otis Worldwide Corp

Industrials
-706
- 4.54%
$90.77 - $104.01 $64.1K - $73.4K
14.8K $1.53M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.26K
- 1.01%
$22.46 - $23.26 $95.7K - $99.1K
418K $9.67M
FNF
Fidelity National Financial, Inc.

Financial Services
-239
- 1.8%
$54.25 - $65.27 $13K - $15.6K
13K $847K
EEM
Ishares Msci Emerging Markets

ETFs
-863
- 1.15%
$40.81 - $45.34 $35.2K - $39.1K
74.2K $3.24M
PGR
Progressive Corp

Financial Services
-1.1K
- 11.37%
$235.61 - $291.22 $258K - $319K
8.55K $2.42M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-797
- 0.29%
$22.35 - $24.52 $17.8K - $19.5K
273K $6.49M
PSLV
Sprott Physical Silver Trust

Financial Services
-24.3K
- 11.86%
$9.86 - $11.68 $240K - $284K
181K $2.09M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-272
- 1.4%
$69.81 - $78.9 $19K - $21.5K
19.1K $1.49M
Activity Summary
Buys All Purchases 571 New Holdings 60 Increased Positions 511 Sells All Sells 519 Reductions 519 Sold out 0 Options Calls 17 Puts 5
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