Beacon Pointe Advisors, LLC Options Holdings

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
CALL
$2.4 Million
10.8K
Q1 2025
Added 140.0%
MSFT
Microsoft Corp

Technology
PUT
$1.5 Million
4K
Q1 2025
Added 100.0%
MSFT
Microsoft Corp

Technology
CALL
$563,000
1.5K
Q1 2025
Added 100.0%
PEN
Penumbra Inc

Healthcare
CALL
$668,000
2.5K
Q1 2025
New holding
FTNT
Fortinet, Inc.

Technology
CALL
$827,000
8.6K
Q1 2025
New holding
DRI
Darden Restaurants Inc

Consumer Cyclical
PUT
$623,000
3K
Q1 2025
Reduced 40.0%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$559,000
1K
Q1 2025
New holding
PYPL
Pay Pal Holdings, Inc.

Financial Services
CALL
$535,000
8.2K
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$684,000
3.6K
Q1 2025
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$1.18 Million
6.9K
Q1 2025
New holding
QCOM
Qualcomm Inc

Technology
CALL
$122,000
800
Q2 2024
Added 33.33%
O
Realty Income Corp

Real Estate
CALL
$17,000
300
Q1 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$77,000
300
Q1 2025
New holding
V
Visa Inc.

Financial Services
CALL
$245,000
700
Q1 2025
New holding
ORCL
Oracle Corp

Technology
PUT
$419,000
3K
Q1 2025
Reduced 50.0%
ORCL
Oracle Corp

Technology
CALL
$321,000
2.3K
Q1 2025
Reduced 50.0%
MO
Altria Group, Inc.

Consumer Defensive
CALL
$18,000
300
Q1 2025
New holding
AXP
American Express CO

Financial Services
CALL
$430,000
1.6K
Q1 2025
New holding
BP
Bp PLC

Energy
CALL
$6,000
200
Q3 2024
New holding
HD
Home Depot, Inc.

Consumer Cyclical
CALL
$293,000
800
Q1 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$219,000
1.1K
Q4 2024
Reduced 56.0%
IWM
Ishares Russell 2000 ETF

ETFs
PUT
$219,000
1.1K
Q4 2024
Reduced 56.0%
JNJ
Johnson & Johnson

Healthcare
CALL
$248,000
1.5K
Q1 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$231,000
1.5K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$108,000
1K
Q4 2024
Reduced 64.29%
WU
Western Union CO

Financial Services
CALL
$12,000
1.2K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,215
  • Current Value $8.76 Billion
  • Prior Value $8.89 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 511 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 519 stocks
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