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
EFA
Ishares Tr Msci Eafe ETF

ETFs
113K
+ 47.55%
$87.29 - $93.61 $9.82M - $10.5M
349K $32.6M
MO
Altria Group, Inc.

Consumer Defensive
155K
+ 94.24%
$57.75 - $67.68 $8.93M - $10.5M
319K $21.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
130K
+ 36.58%
$67.01 - $72.84 $8.68M - $9.44M
484K $35.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
112K
+ 101.95%
$50.79 - $76.4 $5.68M - $8.55M
222K $16.9M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
246K
New
$41.64 - $45.4 $10.2M - $11.2M
246K $11.2M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
2.07M
New
$4.97 - $5.68 $10.3M - $11.8M
2.07M $11.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
415K
+ 211.76%
$23.82 - $25.84 $9.89M - $10.7M
611K $15.7M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
283K
New
$35.41 - $38.93 $10M - $11M
283K $11M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
429K
New
$24.87 - $25.69 $10.7M - $11M
429K $10.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
167K
+ 435.05%
$59.61 - $63.09 $9.97M - $10.6M
206K $12.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
95.5K
+ 99.61%
$102.4 - $103.88 $9.78M - $9.92M
191K $19.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
118K
+ 70.08%
$78.96 - $80.04 $9.29M - $9.41M
285K $22.8M
ET
Energy Transfer LP

Energy
618K
+ 52.13%
$17.11 - $18.16 $10.6M - $11.2M
1.8M $30.9M
GLD
Spdr Gold Trust

ETFs
9.42K
+ 7.83%
$300.96 - $355.47 $2.83M - $3.35M
130K $46.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
298K
+ 21.79%
$26.38 - $27.95 $7.87M - $8.34M
1.67M $45.5M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
152K
New
$51.16 - $55.21 $7.77M - $8.39M
152K $8.39M
CVX
Chevron Corp

Energy
18.4K
+ 4.06%
$145.57 - $161.83 $2.67M - $2.97M
471K $73.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
343K
New
$23.54 - $23.97 $8.07M - $8.22M
343K $8.21M
IEFA
Ishares Tr

ETFs
69.6K
+ 14.14%
$81.7 - $87.53 $5.69M - $6.09M
562K $49.1M
IEMG
Ishares Inc

ETFs
146K
+ 64.72%
N/A
370K $19.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43.9K
+ 2830.86%
$159.87 - $247.68 $7.01M - $10.9M
45.4K $8.08M
SCHP
Schwab Strategic Us Tips ETF

ETFs
278K
+ 279.25%
$26.44 - $27.1 $7.35M - $7.54M
378K $10.2M
UPS
United Parcel Service Inc

Industrials
104K
+ 127.88%
$82.58 - $105.54 $8.62M - $11M
186K $15.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
90.3K
+ 662.69%
$76.16 - $78.59 $6.88M - $7.1M
104K $8.12M
IEF
Ishares Barclays

ETFs
72.5K
New
$93.91 - $97.26 $6.8M - $7.05M
72.5K $6.99M
DUHP
Dimensional ETF Tr Dimensional

ETFs
132K
+ 14.53%
$35.76 - $37.93 $4.71M - $4.99M
1.04M $39.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
155K
+ 306.81%
$39.06 - $43.42 $6.05M - $6.72M
205K $8.91M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
311K
New
$20.34 - $21.61 $6.33M - $6.72M
311K $6.7M
IWN
Ishares Russell2000 Val ETF

ETFs
36.2K
+ 232.87%
$157.1 - $178.94 $5.68M - $6.47M
51.7K $9.14M
DFIV
Dimensional ETF Tr

ETFs
98.8K
+ 15.26%
$42.66 - $46.53 $4.21M - $4.6M
746K $34.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 80.0%
$692600.0 - $759798.0 $5.54M - $6.08M
18 $13.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
52.3K
+ 908.49%
$116.29 - $120.92 $6.09M - $6.33M
58.1K $6.97M
DFSD
Dimensional ETF Tr Short Durat

ETFs
129K
+ 141.34%
$47.86 - $48.43 $6.17M - $6.25M
220K $10.6M
ABBV
Abb Vie Inc.

Healthcare
1.34K
+ 1.05%
$184.85 - $231.54 $247K - $309K
129K $29.8M
DFAX
Dimensional ETF Tr
191K
+ 418.2%
$29.25 - $31.56 $5.59M - $6.03M
237K $7.43M
UNH
Unitedhealth Group Inc

Healthcare
10.9K
+ 18.07%
$237.77 - $353.61 $2.6M - $3.86M
71.4K $24.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
64.9K
+ 5.05%
$72.57 - $74.72 $4.71M - $4.85M
1.35M $100M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
67.4K
+ 17.27%
$62.09 - $66.51 $4.19M - $4.48M
458K $29.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
63.6K
+ 40.11%
$81.75 - $84.54 $5.2M - $5.37M
222K $18.7M
NOC
Northrop Grumman Corp

Industrials
7.66K
+ 106.85%
$498.9 - $609.32 $3.82M - $4.67M
14.8K $9.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
71K
+ 232.92%
$70.85 - $76.96 $5.03M - $5.46M
101K $7.71M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
139K
New
$36.73 - $38.68 $5.11M - $5.39M
139K $5.39M
ABNB
Airbnb, Inc.

Consumer Cyclical
48.5K
+ 73.49%
$118.3 - $142.16 $5.73M - $6.89M
114K $13.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
58.5K
+ 32.47%
$68.24 - $73.73 $3.99M - $4.32M
239K $17.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
81.5K
+ 1245.24%
N/A
88K $5.49M
DFAI
Dimensional ETF Tr

ETFs
123K
+ 73.07%
$34.05 - $36.55 $4.19M - $4.5M
291K $10.6M
MBB
Ishares Tr

ETFs
50.1K
New
$92.46 - $95.73 $4.63M - $4.79M
50.1K $4.77M
SUB
Ishares Short Term National Mu

ETFs
42.8K
+ 14.32%
$106.17 - $107.3 $4.54M - $4.59M
342K $36.5M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
53.9K
+ 6.72%
$43.65 - $46.42 $2.35M - $2.5M
856K $39.7M
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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