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
SPTS
Spdr Portfolio Short Term Trea

ETFs
156K
New
$29.12 - $29.34 $4.53M - $4.57M
156K $4.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
57.8K
+ 276.27%
$72.04 - $77.35 $4.16M - $4.47M
78.7K $6.04M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
59.3K
New
$73.76 - $76.98 $4.37M - $4.56M
59.3K $4.52M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
44.8K
New
$64.22 - $99.03 $2.88M - $4.43M
44.8K $4.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
92.4K
+ 33.25%
$60.9 - $70.75 $5.63M - $6.54M
370K $23.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
200K
+ 313.87%
$20.76 - $21.78 $4.16M - $4.36M
264K $5.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
83.4K
+ 688.81%
$50.52 - $50.75 $4.21M - $4.23M
95.5K $4.85M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
37.7K
+ 45.29%
$92.97 - $100.18 $3.5M - $3.77M
121K $12M
GNTY
Guaranty Bancshares Inc

Financial Services
62.8K
+ 38.23%
$42.63 - $52.33 $2.68M - $3.29M
227K $11.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
87.3K
+ 8.22%
$27.61 - $29.15 $2.41M - $2.54M
1.15M $33.5M
VGT
Vanguard Information Technolog

ETFs
3.67K
+ 25.28%
$656.44 - $753.15 $2.41M - $2.76M
18.2K $13.6M
COST
Costco Wholesale Corp

Consumer Defensive
6.61K
+ 18.25%
$915.95 - $994.57 $6.06M - $6.58M
42.8K $39.7M
AIQ
Global X Funds Global X Artifi

ETFs
74.9K
+ 1376.89%
$43.2 - $49.66 $3.24M - $3.72M
80.4K $3.97M
KLAC
Kla Corp

Technology
3.36K
+ 950.71%
$843.9 - $1078.6 $2.83M - $3.62M
3.71K $4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
35.7K
+ 14.09%
$63.41 - $69.69 $2.26M - $2.49M
289K $19.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
69.4K
+ 496.78%
$50.73 - $52.47 $3.52M - $3.64M
83.4K $4.35M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
75.9K
+ 12.46%
$41.8 - $43.15 $3.17M - $3.28M
686K $29.3M
MAIN
Main Street Capital Corp

Financial Services
55.7K
New
$59.28 - $67.54 $3.3M - $3.76M
55.7K $3.54M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
76.5K
+ 499.58%
$45.07 - $47.56 $3.45M - $3.64M
91.8K $4.22M
TXN
Texas Instruments Inc

Technology
17.8K
+ 33.94%
N/A
70.2K $13.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
23.3K
+ 69.04%
$136.48 - $142.97 $3.18M - $3.33M
57K $7.98M
GE
General Electric CO

Industrials
4.14K
+ 8.54%
$244.75 - $305.63 $1.01M - $1.26M
52.6K $15.8M
LHX
L3 Harris Technologies, Inc.

Industrials
10.2K
+ 344.34%
$252.18 - $305.41 $2.58M - $3.12M
13.2K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.5K
+ 66.57%
$72.65 - $78.68 $2.72M - $2.95M
93.8K $7.35M
HTH
Hilltop Holdings Inc.

Financial Services
97K
New
$29.57 - $35.74 $2.87M - $3.47M
97K $3.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.3K
+ 85.48%
$182.33 - $194.5 $2.79M - $2.98M
33.2K $6.46M
NEE
Nextera Energy Inc

Utilities
31.2K
+ 23.52%
$69.77 - $77.54 $2.18M - $2.42M
164K $12.4M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
56.9K
+ 16.96%
$41.5 - $43.83 $2.36M - $2.49M
392K $17.2M
AVDV
American Centy ETF Tr Avantis

ETFs
33.4K
+ 622.32%
$79.24 - $89.03 $2.64M - $2.97M
38.7K $3.45M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
74.3K
New
$39.58 - $40.74 $2.94M - $3.03M
74.3K $3.01M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
32.1K
New
$67.16 - $93.48 $2.16M - $3M
32.1K $2.99M
CGDV
Capital Group Divid Value ETF

ETFs
68.8K
+ 183.55%
$39.59 - $42.21 $2.72M - $2.9M
106K $4.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
52.8K
+ 991.2%
$52.12 - $55.33 $2.75M - $2.92M
58.2K $3.22M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
80.3K
New
$33.78 - $36.74 $2.71M - $2.95M
80.3K $2.93M
MDB
Mongo Db, Inc.

Technology
9.34K
New
$201.0 - $334.87 $1.88M - $3.13M
9.34K $2.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
34.1K
+ 136.24%
$74.93 - $80.73 $2.55M - $2.75M
59.1K $4.77M
COIN
Coinbase Global, Inc.

Technology
8.68K
+ 197.43%
$297.99 - $419.78 $2.59M - $3.64M
13.1K $4.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
37K
+ 22.9%
$53.36 - $59.69 $1.98M - $2.21M
199K $11.6M
GLDM
World Gold Trust

ETFs
32.2K
+ 96.48%
$64.73 - $76.45 $2.09M - $2.46M
65.6K $5.02M
HPE
Hewlett Packard Enterprise CO

Technology
49.8K
+ 13.6%
$19.81 - $25.24 $986K - $1.26M
416K $10.2M
BAC
Bank Of America Corp

Financial Services
10.7K
+ 2.2%
$44.92 - $52.42 $479K - $559K
496K $25.6M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
101K
+ 430.32%
$25.37 - $25.79 $2.56M - $2.6M
124K $3.19M
EMB
Ishares Tr

ETFs
27K
New
$91.52 - $95.59 $2.47M - $2.58M
27K $2.57M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
47.5K
+ 8.66%
$29.97 - $32.38 $1.42M - $1.54M
596K $19M
DFAR
Dimensional ETF Tr Dimensional

ETFs
101K
+ 37.58%
$22.9 - $24.1 $2.3M - $2.43M
368K $8.79M
VT
Vanguard Total World Stk Index

ETFs
14.3K
+ 26.35%
$128.41 - $138.03 $1.84M - $1.97M
68.6K $9.45M
IBMP
Ishares Tr Ibonds December 202

ETFs
95.8K
+ 314.94%
$25.3 - $25.56 $2.42M - $2.45M
126K $3.22M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.49K
+ 61.2%
$284.45 - $324.95 $1.85M - $2.11M
17.1K $5.47M
FTGC
First Trust Global Tactical CO

ETFs
92.8K
New
$24.67 - $26.32 $2.29M - $2.44M
92.8K $2.4M
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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