Beacon Pointe Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.55 Billion distributed in 1222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $411M, Vanguard Index Fds S&P 500 ETF with a value of $273M, Nvidia Corp with a value of $253M, Microsoft Corp with a value of $244M, and Vanguard Mid Cap ETF with a value of $165M.
Examining the 13F form we can see an increase of $196M in the current position value, from $8.35B to 8.55B.
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
$8.55 Billion
ETFs: $4.21 Billion
Technology: $1.4 Billion
Financial Services: $598 Million
Healthcare: $485 Million
Consumer Cyclical: $433 Million
Consumer Defensive: $334 Million
Industrials: $330 Million
Energy: $276 Million
Other: $461 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
