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
WM
Waste Management Inc

Industrials
11.8K
+ 46.01%
$213.88 - $237.1 $2.52M - $2.79M
37.3K $8.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.33K
+ 1.14%
$25.29 - $28.33 $236K - $264K
828K $23.1M
NTAP
Net App, Inc.

Technology
12.7K
+ 18.19%
$101.1 - $126.36 $1.29M - $1.61M
82.6K $9.78M
VV
Vanguard Large Cap ETF

ETFs
1.79K
+ 2.28%
$285.05 - $309.14 $511K - $554K
80.3K $24.7M
IBMO
Ishares Tr Ibonds December 202

ETFs
90.3K
+ 184.73%
$25.58 - $25.72 $2.31M - $2.32M
139K $3.57M
XOM
Exxon Mobil Corp

Energy
186
+ 0.04%
$105.83 - $117.22 $19.7K - $21.8K
464K $52.3M
GRMN
Garmin LTD

Technology
5.33K
+ 20.08%
$211.13 - $246.22 $1.12M - $1.31M
31.9K $7.84M
HSY
Hershey CO

Consumer Defensive
5.09K
+ 8.12%
$161.95 - $193.45 $824K - $984K
67.8K $12.7M
CTRE
Care Trust Reit, Inc.

Real Estate
42.9K
+ 22.67%
$30.29 - $34.8 $1.3M - $1.49M
232K $8.05M
SLV
I Shares Silver Trust

ETFs
14.6K
+ 8.55%
$32.73 - $42.5 $479K - $622K
186K $7.87M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
21K
+ 70.19%
$96.83 - $101.71 $2.04M - $2.14M
51K $5.18M
LYFT
Lyft, Inc.

Technology
57.5K
+ 37.7%
$13.41 - $22.93 $771K - $1.32M
210K $4.62M
PFE
Pfizer Inc

Healthcare
42.8K
+ 4.71%
$23.29 - $25.88 $998K - $1.11M
952K $24.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.13K
+ 2.6%
$171.01 - $228.24 $193K - $258K
44.7K $9.55M
C
Citigroup Inc

Financial Services
10.2K
+ 14.28%
$85.57 - $103.49 $870K - $1.05M
81.3K $8.26M
DSI
Ishares Msci Kld 400 Social Et

ETFs
10.5K
+ 11.89%
$115.96 - $125.95 $1.22M - $1.32M
98.9K $12.5M
FVD
First Tr Value Line Divid Inde

ETFs
41K
+ 26.63%
$44.73 - $46.86 $1.83M - $1.92M
195K $9.02M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
64.8K
New
$29.81 - $34.07 $1.93M - $2.21M
64.8K $2.13M
AVUV
American Centy ETF Tr Avantis

ETFs
15.8K
+ 24.35%
$90.37 - $102.12 $1.42M - $1.61M
80.4K $8.01M
XSMO
Invesco S&P Smallcap Momentum

ETFs
28.5K
New
$67.1 - $74.29 $1.91M - $2.12M
28.5K $2.1M
AVRE
American Centy ETF Tr Avantis
46.1K
New
$43.53 - $45.34 $2.01M - $2.09M
46.1K $2.05M
IDEV
Ishares Core Msci Intl Develop

ETFs
23.1K
+ 61.94%
$74.68 - $80.26 $1.72M - $1.85M
60.4K $4.84M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
42.3K
+ 246.71%
$41.34 - $45.65 $1.75M - $1.93M
59.5K $2.68M
XLK
Technology Sector Spdr

ETFs
3.06K
+ 8.1%
$250.97 - $282.66 $767K - $864K
40.8K $11.5M
AVLV
American Centy ETF Tr Avantis
15.9K
+ 8.43%
$68.33 - $72.69 $1.09M - $1.16M
205K $14.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
27.7K
+ 8.35%
$32.78 - $35.79 $909K - $992K
360K $12.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
21.3K
+ 314.11%
$86.07 - $90.74 $1.83M - $1.93M
28.1K $2.52M
BKNG
Booking Holdings Inc.

Consumer Cyclical
372
+ 131.45%
$5364.25 - $5815.92 $2M - $2.16M
655 $3.54M
LDOS
Leidos Holdings, Inc.

Technology
9.71K
+ 592.43%
$159.2 - $188.96 $1.55M - $1.83M
11.3K $2.14M
DIHP
Dimensional ETF Tr Dimensional

ETFs
52.2K
+ 15.99%
$28.69 - $30.59 $1.5M - $1.6M
379K $11.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
21K
+ 19.9%
$64.58 - $69.94 $1.36M - $1.47M
127K $8.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
38.1K
+ 48.44%
$46.86 - $48.27 $1.78M - $1.84M
117K $5.6M
USXF
Ishares Esg Advanced Msci Usa

Technology
32.4K
New
$53.69 - $57.31 $1.74M - $1.86M
32.4K $1.86M
PH
Parker Hannifin Corp

Industrials
1.11K
+ 6.64%
$697.13 - $769.67 $773K - $854K
17.8K $13.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
35.5K
+ 9.46%
$48.31 - $48.93 $1.72M - $1.74M
411K $20.1M
ARKG
Ark Genomic Revolution ETF (De

ETFs
56.4K
+ 80.5%
$22.91 - $27.85 $1.29M - $1.57M
126K $3.51M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.1K
+ 14.75%
$109.47 - $119.06 $1.11M - $1.2M
78.6K $9.31M
CINF
Cincinnati Financial Corp

Financial Services
8.93K
+ 22.61%
$145.8 - $158.1 $1.3M - $1.41M
48.4K $7.66M
HYD
Vaneck High Yield Muni ETF

ETFs
34K
+ 56.44%
$48.85 - $50.94 $1.66M - $1.73M
94.3K $4.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.57K
+ 16.97%
$163.62 - $210.2 $748K - $961K
31.5K $6.16M
DECK
Deckers Outdoor Corp

Consumer Cyclical
18.3K
+ 30.06%
$95.32 - $123.91 $1.74M - $2.27M
79.2K $8.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.92K
+ 16.46%
$224.68 - $282.71 $655K - $825K
20.6K $5.77M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15.4K
+ 7.09%
$92.18 - $95.14 $1.42M - $1.47M
233K $22.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
8.86K
+ 4.57%
$10.78 - $19.82 $95.6K - $176K
203K $3.96M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
27.7K
+ 8.0%
$27.85 - $30.91 $771K - $856K
374K $11.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.8K
+ 1.95%
$108.46 - $120.63 $304K - $338K
146K $17.4M
MGC
Vanguard Mega Cap ETF

ETFs
6.84K
+ 688.42%
$224.2 - $245.55 $1.53M - $1.68M
7.83K $1.91M
ABT
Abbott Laboratories

Healthcare
16.3K
+ 6.79%
$120.51 - $136.62 $1.96M - $2.22M
256K $34.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
79.9K
+ 627.58%
$20.84 - $21.03 $1.67M - $1.68M
92.6K $1.94M
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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