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
DD
Du Pont De Nemours, Inc.

Basic Materials
993
+ 6.43%
$69.9 - $78.26 $69.4K - $77.7K
16.4K $1.28M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.81K
+ 18.68%
$91.28 - $97.59 $165K - $176K
11.5K $1.1M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
8.92K
+ 59.52%
$24.03 - $24.57 $214K - $219K
23.9K $583K
JFR
Nuveen Floating Rate Income Fund

Financial Services
26.9K
New
$8.07 - $8.58 $217K - $231K
26.9K $219K
DNOW
Now Inc.

Energy
13.3K
+ 38.77%
$13.65 - $16.2 $182K - $216K
47.7K $727K
FBT
First Trust Nyse Arca Biotechn

ETFs
501
+ 7.08%
$159.46 - $180.52 $79.9K - $90.4K
7.58K $1.36M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.99K
New
$108.8 - $169.61 $217K - $338K
1.99K $216K
CVE
Cenovus Energy Inc.

Energy
12.6K
New
$13.87 - $17.81 $175K - $224K
12.6K $213K
CQP
Cheniere Energy Partners, L.P.

Energy
3.89K
New
$51.57 - $57.73 $201K - $225K
3.89K $209K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.6K
+ 65.92%
$19.49 - $19.61 $207K - $209K
26.8K $523K
VPN
Global X Fds Data Ctr Reits &

ETFs
13K
New
N/A
13K $207K
OXY
Occidental Petroleum Corp

Energy
1.67K
+ 6.83%
$42.54 - $48.1 $70.9K - $80.2K
26.1K $1.23M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.73K
New
$117.65 - $120.08 $203K - $207K
1.73K $206K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.88K
New
$67.48 - $71.55 $194K - $206K
2.88K $203K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.1K
New
$22.19 - $22.44 $202K - $204K
9.1K $203K
STWD
Starwood Property Trust, Inc.

Real Estate
10.5K
New
$19.37 - $20.97 $203K - $220K
10.5K $203K
OEF
Ishares S&P 100 ETF

ETFs
766
+ 14.0%
N/A
6.24K $1.66M
PRI
Primerica, Inc.

Financial Services
722
New
$255.46 - $285.58 $184K - $206K
722 $200K
PML
Pimco Municipal Income Fund Ii

Financial Services
24.6K
+ 197.7%
$7.11 - $7.91 $175K - $195K
37K $292K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
New
$19.61 - $19.79 $199K - $201K
10.1K $199K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.71K
+ 9.35%
$46.69 - $59.27 $79.7K - $101K
20K $1.06M
AVSC
American Centy ETF Tr Avantis
2.18K
+ 18.06%
$51.33 - $58.63 $112K - $128K
14.3K $816K
BSCU
Invesco Exc Self Ind Tr

ETFs
11.5K
New
$16.67 - $17.03 $192K - $196K
11.5K $194K
PCAR
Paccar Inc

Industrials
1.7K
+ 20.74%
$92.91 - $102.86 $158K - $175K
9.91K $974K
OCFC
Oceanfirst Financial Corp

Financial Services
11K
New
$16.32 - $19.01 $180K - $209K
11K $193K
KEY
Keycorp

Financial Services
10.2K
New
$17.37 - $19.39 $177K - $197K
10.2K $189K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11.3K
+ 51.47%
$15.5 - $16.01 $175K - $181K
33.2K $527K
PPL
Ppl Corp

Utilities
3.95K
+ 33.08%
$33.54 - $37.24 $132K - $147K
15.9K $590K
KMB
Kimberly Clark Corp

Consumer Defensive
2.56K
+ 8.37%
$121.72 - $136.77 $311K - $349K
33.1K $4.11M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.45K
+ 28.58%
$29.8 - $32.29 $133K - $144K
20K $642K
FNB
Fnb Corp

Financial Services
11.1K
New
$14.75 - $16.79 $163K - $186K
11.1K $178K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
3.4K
+ 9.0%
$46.67 - $49.54 $158K - $168K
41.1K $2M
HBAN
Huntington Bancshares Inc

Financial Services
10.1K
New
$15.87 - $17.88 $160K - $180K
10.1K $173K
BXSL
Blackstone Secured Lending Fund

Financial Services
44K
+ 21.12%
$26.07 - $32.55 $1.15M - $1.43M
252K $6.58M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
19.6K
New
$8.41 - $8.94 $165K - $176K
19.6K $171K
MGTX
Meira G Tx Holdings PLC

Healthcare
20.8K
New
$6.4 - $8.89 $133K - $185K
20.8K $170K
ELV
Elevance Health, Inc.

Healthcare
1.34K
+ 33.69%
$274.66 - $395.76 $367K - $529K
5.3K $1.71M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.1K
New
$14.53 - $17.13 $147K - $173K
10.1K $169K
BSMU
Invesco Exchange Self Ind Tr

ETFs
7.45K
+ 62.8%
$21.43 - $22.06 $160K - $164K
19.3K $423K
MFG
Mizuho Financial Group Inc

Financial Services
25.2K
New
$5.42 - $6.85 $137K - $173K
25.2K $168K
TGT
Target Corp

Consumer Defensive
11.4K
+ 11.95%
$86.56 - $107.43 $983K - $1.22M
106K $9.54M
CCL
Carnival Corp

Consumer Cyclical
5.5K
+ 52.97%
$28.37 - $32.49 $156K - $179K
15.9K $458K
CTAS
Cintas Corp

Industrials
1.08K
+ 34.28%
$199.29 - $226.27 $216K - $245K
4.24K $870K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
428
+ 6.4%
$89.32 - $107.82 $38.2K - $46.1K
7.12K $767K
LEN
Lennar Corp

Consumer Cyclical
1.02K
+ 44.31%
$107.73 - $142.4 $110K - $145K
3.33K $419K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
34.1K
New
$2.4 - $5.57 $81.9K - $190K
34.1K $163K
MCI
Barings Corporate Investors

Financial Services
9.42K
+ 20.76%
$20.28 - $22.87 $191K - $215K
54.8K $1.14M
BATT
Amplify Lithium & Battery Tech

ETFs
11.9K
New
$9.31 - $12.99 $111K - $154K
11.9K $154K
ROLL
Rbc Bearings Inc

Industrials
624
New
N/A
624 $153K
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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