Beacon Pointe Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.76 Billion distributed in 1215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $368M, Vanguard Index Fds S&P 500 ETF with a value of $306M, Lennox International Inc with a value of $238M, Microsoft Corp with a value of $210M, and Nvidia Corp with a value of $202M.
Examining the 13F form we can see an decrease of $130M in the current position value, from $8.89B to 8.76B.
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.
Portfolio value
$8.76 Billion
ETFs: $4.18 Billion
Technology: $1.27 Billion
Financial Services: $749 Million
Industrials: $546 Million
Healthcare: $462 Million
Consumer Cyclical: $424 Million
Consumer Defensive: $340 Million
Energy: $302 Million
Other: $456 Million
Stock Holdings Table Market Cap. of $200 Billions or more
