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.
Portfolio value
$8.35 Billion
ETFs: $4.05 Billion
Technology: $1.42 Billion
Financial Services: $578 Million
Healthcare: $470 Million
Consumer Cyclical: $426 Million
Consumer Defensive: $320 Million
Industrials: $318 Million
Energy: $282 Million
Other: $477 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions