Beacon Pointe Advisors, LLC Options Holdings

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
PANW
Palo Alto Networks Inc

Technology
CALL
$1.45 Million
7.1K
Q2 2025
Added 2.9%
AAPL
Apple Inc.

Technology
CALL
$1.97 Million
9.6K
Q2 2025
Reduced 11.11%
PEP
Pepsico Inc

Consumer Defensive
PUT
$1.58 Million
12K
Q2 2025
Added 71.43%
MSFT
Microsoft Corp

Technology
CALL
$646,000
1.3K
Q2 2025
Reduced 50.0%
ORCL
Oracle Corp

Technology
PUT
$655,000
3K
Q1 2025
Reduced 50.0%
ORCL
Oracle Corp

Technology
CALL
$502,000
2.3K
Q1 2025
Reduced 50.0%
PYPL
Pay Pal Holdings, Inc.

Financial Services
CALL
$609,000
8.2K
Q1 2025
New holding
PEN
Penumbra Inc

Healthcare
CALL
$641,000
2.5K
Q1 2025
New holding
FTNT
Fortinet, Inc.

Technology
CALL
$909,000
8.6K
Q1 2025
New holding
DRI
Darden Restaurants Inc

Consumer Cyclical
PUT
$871,000
4K
Q2 2025
Added 33.33%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$741,000
1.2K
Q2 2025
Added 20.0%
MSFT
Microsoft Corp

Technology
PUT
$994,000
2K
Q2 2025
Reduced 50.0%
QCOM
Qualcomm Inc

Technology
CALL
$127,000
800
Q2 2024
Added 33.33%
O
Realty Income Corp

Real Estate
CALL
$17,000
300
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$157,000
1K
Q4 2024
Reduced 64.29%
GOOGL
Alphabet Inc.

Communication Services
CALL
$264,000
1.5K
Q1 2025
New holding
MO
Altria Group, Inc.

Consumer Defensive
CALL
$17,000
300
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$307,000
1.4K
Q2 2025
Reduced 61.11%
BP
Bp PLC

Energy
CALL
$5,000
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
$237,000
1.1K
Q4 2024
Reduced 56.0%
IWM
Ishares Russell 2000 ETF

ETFs
PUT
$237,000
1.1K
Q4 2024
Reduced 56.0%
JNJ
Johnson & Johnson

Healthcare
CALL
$229,000
1.5K
Q1 2025
New holding
KRC
Kilroy Realty Corp

Real Estate
CALL
$6,000
200
Q2 2025
New holding
V
Visa Inc.

Financial Services
CALL
$248,000
700
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,250
  • Current Value $9.37 Billion
  • Prior Value $8.76 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 80 stocks
  • Additional Purchases 498 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 552 stocks
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