Beacon Pointe Advisors, LLC Portfolio Holdings
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
Beacon Pointe Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $8.35 Billion distributed in 1266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $380M, Nvidia Corp with a value of $274M, Microsoft Corp with a value of $264M, Vanguard Index Fds S&P 500 ETF with a value of $258M, and Ishares Core S&P 500 ETF with a value of $158M.
Examining the 13F form we can see an decrease of $539M in the current position value, from $8.89B to 8.35B.
Beacon Pointe Advisors, LLC is based out at Newport Beach, CA
Below you can find more details about Beacon Pointe Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,266
- Current Value $8.35 Billion
- Prior Value $8.89 Billion
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 47 stocks
- Additional Purchases 338 stocks
- Sold out of 0 stocks
- Reduced holdings in 771 stocks