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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.7K
New
$84.28 - $89.46 $1.57M - $1.67M
18.7K $1.66M
CYBR
Cyber Ark Software Ltd.

Technology
892
+ 5.55%
$374.8 - $491.1 $334K - $438K
17K $8.2M
AMAT
Applied Materials Inc

Technology
6.54K
+ 48.77%
$156.25 - $204.95 $1.02M - $1.34M
20K $4.09M
MRVL
Marvell Technology, Inc.

Technology
16.8K
+ 52.37%
$62.31 - $84.07 $1.05M - $1.41M
49K $4.12M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
104
+ 0.53%
$473.44 - $553.71 $49.2K - $57.6K
19.6K $10.7M
NVR
Nvr Inc

Consumer Cyclical
196
+ 700.0%
$7301.0 - $8543.0 $1.43M - $1.67M
224 $1.8M
USB
Us Bancorp \De\

Financial Services
30.7K
+ 89.31%
$43.94 - $50.41 $1.35M - $1.55M
65.1K $3.15M
IGRO
Ishares Tr International Divid

ETFs
18.8K
+ 21.93%
$75.97 - $80.24 $1.43M - $1.51M
105K $8.34M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
39.2K
New
$38.1 - $40.7 $1.49M - $1.6M
39.2K $1.55M
EPD
Enterprise Products Partners L.P.

Energy
44K
+ 7.54%
$30.74 - $32.14 $1.35M - $1.41M
627K $19.6M
VNQ
Vanguard Specialized Funds Van

ETFs
13.9K
+ 13.98%
$88.47 - $93.24 $1.23M - $1.3M
113K $10.4M
SNOW
Snowflake Inc.

Technology
5.71K
+ 4.79%
$191.73 - $241.0 $1.09M - $1.38M
125K $28.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.6K
+ 20.75%
$53.81 - $57.52 $1.11M - $1.19M
120K $6.91M
FIW
First Trust Water ETF

ETFs
13.1K
New
$107.54 - $115.08 $1.41M - $1.51M
13.1K $1.47M
KMI
Kinder Morgan, Inc.

Energy
67.6K
+ 16.56%
$26.23 - $28.5 $1.77M - $1.93M
475K $13.5M
CB
Chubb LTD

Financial Services
6.33K
+ 14.81%
$265.99 - $289.59 $1.68M - $1.83M
49K $13.8M
KIND
Nextdoor Holdings, Inc.

Communication Services
682K
New
$1.58 - $2.31 $1.08M - $1.58M
682K $1.43M
VICI
Vici Properties Inc.

Real Estate
42.2K
+ 24.37%
$31.43 - $33.93 $1.32M - $1.43M
215K $7.02M
WES
Western Midstream Partners, LP

Energy
34.9K
New
$37.5 - $41.18 $1.31M - $1.44M
34.9K $1.37M
MCK
Mckesson Corp

Healthcare
1.09K
+ 8.2%
$659.01 - $772.54 $718K - $842K
14.4K $11.1M
XLE
Energy Sector Spdr

ETFs
8.84K
+ 7.28%
$84.25 - $91.99 $745K - $813K
130K $11.6M
QDPL
Pacer Fds Tr Metaurus Us Large
32K
New
$39.4 - $42.1 $1.26M - $1.35M
32K $1.34M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.4K
+ 13.56%
$30.13 - $33.37 $705K - $780K
196K $6.53M
SHOP
Shopify Inc.

Technology
3.94K
+ 17.78%
$112.11 - $157.12 $441K - $619K
26.1K $3.88M
VZ
Verizon Communications Inc

Communication Services
27.5K
+ 17.32%
$40.84 - $45.06 $1.12M - $1.24M
187K $8.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
27K
+ 10.53%
$29.65 - $31.77 $799K - $856K
283K $8.95M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
9.43K
+ 45.55%
$83.08 - $100.2 $783K - $945K
30.1K $3.02M
ENVX
Enovix Corp

Industrials
130K
New
$8.0 - $15.93 $1.04M - $2.07M
130K $1.3M
IWV
Ishares Russell 3000 ETF

ETFs
2.67K
+ 26.4%
$351.04 - $379.81 $936K - $1.01M
12.8K $4.83M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
19.9K
+ 575.14%
$61.4 - $65.41 $1.22M - $1.3M
23.4K $1.5M
DASH
Door Dash, Inc.

Communication Services
4.63K
New
$234.5 - $272.5 $1.09M - $1.26M
4.63K $1.26M
ARCC
Ares Capital Corp

Financial Services
86.3K
+ 25.97%
$20.41 - $23.25 $1.76M - $2.01M
419K $8.54M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
17.7K
New
$68.93 - $83.01 $1.22M - $1.47M
17.7K $1.24M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.2K
New
$55.15 - $58.11 $1.17M - $1.23M
21.2K $1.22M
TWLO
Twilio Inc

Communication Services
12.5K
+ 652.9%
$92.44 - $132.7 $1.15M - $1.66M
14.4K $1.44M
TPB
Turning Point Brands, Inc.

Consumer Defensive
12.2K
New
$71.37 - $102.95 $868K - $1.25M
12.2K $1.2M
ADP
Automatic Data Processing Inc

Industrials
8.12K
+ 10.03%
$288.69 - $310.94 $2.34M - $2.52M
89K $26.1M
SPOT
Spotify Technology S.A.

Communication Services
1.77K
+ 188.38%
$620.01 - $738.53 $1.1M - $1.3M
2.71K $1.89M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15K
+ 143.94%
$70.77 - $73.59 $1.06M - $1.1M
25.4K $1.86M
SQ
Block, Inc.

Technology
19.4K
+ 11.35%
N/A
190K $10.9M
IXN
Ishares Global Information Tec

ETFs
10.6K
New
$91.28 - $103.32 $970K - $1.1M
10.6K $1.1M
BEN
Franklin Resources Inc

Financial Services
47K
New
$23.13 - $26.03 $1.09M - $1.22M
47K $1.09M
FLGB
Franklin Templeton ETF Tr

ETFs
33.7K
New
$30.37 - $32.35 $1.02M - $1.09M
33.7K $1.09M
HCA
Hca Healthcare, Inc.

Healthcare
2.05K
+ 42.6%
$334.32 - $426.2 $687K - $875K
6.88K $2.93M
TRV
Travelers Companies, Inc.

Financial Services
3.01K
+ 15.95%
$250.62 - $279.43 $755K - $842K
21.9K $6.12M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
78.7K
New
$11.62 - $13.82 $915K - $1.09M
78.7K $1.06M
F
Ford Motor CO

Consumer Cyclical
73.9K
+ 46.52%
$10.82 - $12.09 $800K - $893K
233K $2.78M
BMO
Bank Of Montreal

Financial Services
222
+ 0.43%
$110.44 - $130.66 $24.5K - $29K
52.4K $6.83M
VCR
Vanguard Consumer Discretionar

ETFs
2.65K
New
$359.61 - $401.35 $954K - $1.07M
2.65K $1.05M
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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