Beacon Pointe Advisors, LLC Purchases in Q3 2025

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTA
First Tr Large Cap Value

ETFs
3.37K
New
$78.13 - $83.78 $264K - $283K
3.37K $281K
KKR
Kkr & Co. Inc.

Financial Services
2.4K
+ 23.48%
$129.95 - $152.16 $312K - $365K
12.6K $1.64M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.02K
+ 70.37%
$332.69 - $399.0 $340K - $407K
2.47K $822K
EME
Emcor Group, Inc.

Industrials
428
New
$530.88 - $655.83 $227K - $281K
428 $278K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
4.07K
+ 10.43%
$46.09 - $49.41 $188K - $201K
43.1K $2.13M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.89K
+ 71.44%
$59.29 - $62.87 $290K - $307K
11.7K $704K
BLDR
Builders First Source, Inc.

Industrials
2.27K
New
$116.91 - $149.21 $266K - $339K
2.27K $275K
MP
Mp Materials Corp.

Basic Materials
4.1K
New
$30.03 - $77.13 $123K - $316K
4.1K $275K
ABC
Amerisourcebergen Corp

Healthcare
1.48K
+ 74.67%
N/A
3.46K $639K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.41K
+ 59.96%
$127.59 - $152.81 $180K - $215K
3.76K $572K
IDV
Ishares Tr

ETFs
3.85K
+ 6.0%
$34.54 - $37.28 $133K - $143K
68K $2.49M
RKT
Rocket Companies, Inc.

Financial Services
14K
New
$13.31 - $21.16 $187K - $297K
14K $272K
IWS
Ishares Russell Midcap Value E

ETFs
1.33K
+ 11.98%
$132.83 - $140.61 $177K - $187K
12.4K $1.74M
CHK
Chesapeake Energy Corp

Energy
3.06K
+ 46.79%
N/A
9.58K $821K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.05K
+ 35.93%
$265.78 - $299.3 $280K - $315K
3.98K $1.09M
USA
Liberty All Star Equity Fund

Financial Services
41K
New
$6.34 - $6.94 $260K - $285K
41K $260K
PB
Prosperity Bancshares Inc

Financial Services
3.91K
New
$65.12 - $74.71 $254K - $292K
3.91K $259K
EEMV
Ishares Msci Emerging Markets

ETFs
3.96K
+ 63.89%
$61.94 - $64.63 $245K - $256K
10.2K $648K
EMQQ
Emqq Emerging Markets Internet

ETFs
5.54K
New
$40.28 - $46.86 $223K - $260K
5.54K $257K
FDT
First Trust Developed Markets

ETFs
3.38K
New
$68.09 - $76.05 $230K - $257K
3.38K $254K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.75K
New
$63.88 - $69.11 $239K - $259K
3.75K $254K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
+ 44.44%
$187.97 - $199.47 $212K - $225K
3.67K $731K
PWR
Quanta Services, Inc.

Industrials
468
+ 29.55%
$372.29 - $421.68 $174K - $197K
2.05K $850K
WST
West Pharmaceutical Services Inc

Healthcare
961
New
$210.08 - $279.1 $202K - $268K
961 $252K
FTCS
First Trust Capital Strength E

ETFs
2.15K
+ 12.16%
$89.72 - $93.74 $192K - $201K
19.8K $1.85M
WDC
Western Digital Corp

Technology
2.07K
New
$63.84 - $120.06 $132K - $249K
2.07K $249K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.62K
+ 3.07%
$25.24 - $25.56 $218K - $220K
289K $7.38M
CFG
Citizens Financial Group Inc

Financial Services
4.7K
New
$46.1 - $53.65 $217K - $252K
4.7K $249K
MOH
Molina Healthcare, Inc.

Healthcare
1.29K
New
$152.31 - $306.29 $196K - $395K
1.29K $246K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.52K
+ 18.81%
$122.57 - $132.57 $186K - $201K
9.57K $1.24M
EA
Electronic Arts Inc.

Communication Services
1.22K
New
$147.79 - $202.05 $180K - $247K
1.22K $246K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
8.32K
New
$28.42 - $30.45 $237K - $253K
8.32K $244K
VOX
Vanguard Communication Service

ETFs
1.28K
New
$169.0 - $192.17 $216K - $246K
1.28K $240K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
6.01K
New
$37.4 - $39.31 $225K - $236K
6.01K $236K
S
Sentinel One, Inc.

Technology
23.8K
+ 8.71%
$15.81 - $19.78 $376K - $470K
297K $5.22M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.26K
+ 39.55%
$87.07 - $93.06 $196K - $210K
7.96K $728K
MSCI
Msci Inc.

Financial Services
422
+ 46.94%
$526.48 - $588.0 $222K - $248K
1.32K $749K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12.8K
+ 111.24%
$13.29 - $16.05 $170K - $205K
24.3K $387K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.11K
+ 12.47%
$126.64 - $135.65 $141K - $151K
10K $1.36M
MPLX
Mplx LP

Energy
4.7K
+ 99.32%
$49.42 - $52.71 $232K - $248K
9.43K $471K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
14K
+ 62.72%
$11.64 - $15.79 $163K - $221K
36.3K $533K
JIG
J P Morgan Exchange Traded Fd

ETFs
3.01K
New
$69.55 - $75.34 $209K - $226K
3.01K $226K
CX
Cemex Sab De Cv

Basic Materials
25K
New
$7.1 - $9.55 $178K - $239K
25K $224K
IRBO
Ishares Robotics & Artificial

ETFs
6.98K
New
N/A
6.98K $224K
EQX
Equinox Gold Corp.

Basic Materials
20K
New
$5.78 - $11.34 $116K - $227K
20K $224K
BWA
Borgwarner Inc

Consumer Cyclical
5.11K
New
$34.53 - $44.44 $176K - $227K
5.11K $224K
MGEE
Mge Energy Inc

Utilities
2.65K
New
$83.0 - $90.05 $220K - $239K
2.65K $223K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
4.26K
New
$49.34 - $53.96 $210K - $230K
4.26K $223K
AOA
Ishares Tr Core Aggressive All

ETFs
2.53K
New
$82.71 - $88.14 $209K - $223K
2.53K $222K
Activity Summary
Buys All Purchases 797 New Holdings 251 Increased Positions 546 Sells All Sells 510 Reductions 510 Sold out 0 Options Calls 30 Puts 11
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