Beacon Pointe Advisors, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $8.89 Billion distributed in 1355 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $336M, Lennox International Inc with a value of $270M, Microsoft Corp with a value of $268M, Vanguard Index Fds S&P 500 ETF with a value of $247M, and Nvidia Corp with a value of $219M.
Examining the 13F form we can see an increase of $605M in the current position value, from $8.29B to 8.89B.
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
$8.89 Billion
ETFs: $4.09 Billion
Technology: $1.35 Billion
Financial Services: $685 Million
Industrials: $623 Million
Healthcare: $486 Million
Consumer Cyclical: $475 Million
Consumer Defensive: $334 Million
Energy: $327 Million
Other: $501 Million
Stock Holdings Table Market Cap. of Under $50 Millions