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
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
6.79K
+ 46.39%
$20.52 - $21.16 $139K - $144K
21.4K $450K
ATO
Atmos Energy Corp

Utilities
609
+ 22.71%
$151.51 - $170.75 $92.3K - $104K
3.29K $561K
RPM
Rpm International Inc

Basic Materials
1.1K
+ 54.17%
$110.07 - $128.23 $122K - $142K
3.14K $370K
DAL
Delta Air Lines, Inc.

Industrials
655
+ 4.66%
$49.0 - $61.97 $32.1K - $40.6K
14.7K $834K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
5.95K
+ 34.28%
$22.71 - $23.24 $135K - $138K
23.3K $538K
BTG
B2 Gold Corp

Basic Materials
28.9K
New
$3.32 - $4.96 $95.9K - $143K
28.9K $142K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.94K
+ 48.73%
$23.12 - $23.59 $137K - $140K
18.1K $424K
CNI
Canadian National Railway CO

Industrials
3.15K
+ 19.56%
$92.01 - $106.6 $289K - $335K
19.2K $1.81M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.03K
+ 15.79%
$24.97 - $25.78 $126K - $130K
36.9K $945K
IGIC
International General Insurance Holdings Ltd.

Financial Services
7.02K
+ 23.78%
$23.09 - $25.26 $162K - $177K
36.6K $848K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.91K
+ 10.0%
$26.71 - $26.81 $131K - $132K
54K $1.45M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.64K
+ 8.69%
$72.01 - $74.44 $118K - $122K
20.5K $1.51M
APO
Apollo Global Management, Inc.

Financial Services
1.54K
+ 17.9%
$131.55 - $156.05 $203K - $240K
10.1K $1.35M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.47K
+ 17.53%
$23.48 - $23.7 $128K - $130K
36.6K $865K
PWB
Invesco Exchange Traded Fd Tr

ETFs
125
+ 0.87%
$115.87 - $125.42 $14.5K - $15.7K
14.5K $1.82M
TPR
Tapestry, Inc.

Consumer Cyclical
101
+ 2.18%
$86.48 - $116.14 $8.73K - $11.7K
4.74K $536K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.3K
New
$11.55 - $12.56 $118K - $129K
10.3K $128K
PAVE
Global X Fds Us Infrastructure

ETFs
2.12K
+ 32.14%
$44.02 - $47.63 $93.3K - $101K
8.71K $415K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
12K
+ 109.44%
$9.62 - $11.02 $116K - $133K
23K $233K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.34K
+ 4.49%
$41.22 - $43.5 $55.2K - $58.3K
31.2K $1.36M
CEG
Constellation Energy Corp

Utilities
295
+ 6.74%
$298.82 - $354.89 $88.2K - $105K
4.67K $1.54M
HL
Hecla Mining CO

Basic Materials
1.16K
+ 6.73%
$5.59 - $12.1 $6.48K - $14K
18.4K $222K
GBIL
Goldman Sachs Access Treasury

ETFs
1.16K
+ 11.44%
$99.82 - $100.23 $116K - $116K
11.3K $1.13M
FNDA
Schwab Fundamental U S Small C

ETFs
1.7K
+ 6.64%
$28.75 - $31.93 $48.9K - $54.3K
27.3K $851K
IRM
Iron Mountain Inc

Real Estate
1.2K
+ 15.36%
$89.46 - $104.46 $107K - $125K
9.01K $918K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
73
+ 1.49%
$225.11 - $247.9 $16.4K - $18.1K
4.98K $1.23M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
20.1K
+ 14.59%
$14.94 - $16.82 $301K - $339K
158K $2.36M
HLMN
Hillman Solutions Corp.

Industrials
12.6K
New
$7.39 - $10.35 $93.1K - $130K
12.6K $115K
KNSL
Kinsale Capital Group, Inc.

Financial Services
585
+ 25.53%
$415.15 - $489.89 $243K - $287K
2.88K $1.22M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.3K
+ 3.37%
$20.77 - $21.32 $89.3K - $91.7K
132K $2.8M
ADT
Adt Inc.

Industrials
9.33K
+ 7.05%
$8.27 - $8.85 $77.2K - $82.6K
142K $1.23M
FXL
First Tr Exchange Traded Fd Fi

ETFs
425
+ 11.24%
$155.79 - $172.55 $66.2K - $73.3K
4.21K $706K
CHTR
Charter Communications, Inc.

Communication Services
920
+ 87.2%
$256.57 - $418.22 $236K - $385K
1.98K $543K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
18.6K
+ 96.26%
$4.36 - $5.16 $80.9K - $95.7K
37.8K $195K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
467
+ 10.61%
$68.94 - $86.3 $32.2K - $40.3K
4.87K $420K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.1K
New
$8.55 - $9.1 $104K - $110K
12.1K $110K
PAYC
Paycom Software, Inc.

Technology
921
+ 25.52%
$208.14 - $238.8 $192K - $220K
4.53K $942K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.16K
+ 21.12%
$24.69 - $25.26 $103K - $105K
23.9K $599K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
7.18K
+ 48.62%
$14.01 - $14.68 $101K - $105K
22K $315K
CPNG
Coupang, Inc.

Consumer Cyclical
434
+ 1.07%
$27.67 - $33.53 $12K - $14.6K
40.9K $1.32M
AON
Aon PLC

Financial Services
294
+ 8.92%
$350.91 - $375.27 $103K - $110K
3.59K $1.28M
RLI
Rli Corp

Financial Services
2.15K
+ 38.42%
$64.17 - $71.7 $138K - $154K
7.76K $505K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
16.9K
New
$5.79 - $5.98 $97.6K - $101K
16.9K $97K
CSWI
Csw Industrials, Inc.

Industrials
38
+ 0.3%
$289.31 - $293.0 $11K - $11.1K
12.8K $3.76M
EB
Eventbrite, Inc.

Technology
35.4K
New
$2.21 - $3.1 $78.3K - $110K
35.4K $89K
D
Dominion Energy, Inc

Utilities
173
+ 1.03%
$56.32 - $62.1 $9.74K - $10.7K
16.9K $1.03M
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.36K
+ 26.15%
$36.55 - $37.16 $86.3K - $87.7K
11.4K $422K
VRT
Vertiv Holdings CO

Industrials
1.01K
+ 12.13%
N/A
9.36K $811K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
930
+ 5.33%
$41.13 - $44.7 $38.3K - $41.6K
18.4K $822K
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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