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
MCO
Moodys Corp

Financial Services
2.31K
+ 103.08%
$472.69 - $521.32 $1.09M - $1.2M
4.55K $2.17M
PCT
Pure Cycle Technologies, Inc.

Industrials
79.4K
New
$12.21 - $16.92 $969K - $1.34M
79.4K $1.04M
AGNC
Agnc Investment Corp.

Real Estate
103K
+ 218.0%
$9.2 - $10.37 $952K - $1.07M
151K $1.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.3K
+ 3.8%
$55.61 - $57.37 $908K - $937K
446K $25.5M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
13.7K
New
$71.6 - $76.11 $980K - $1.04M
13.7K $1.04M
AZO
Autozone Inc

Consumer Cyclical
227
+ 212.15%
$3649.42 - $4354.54 $828K - $988K
334 $1.43M
FSTA
Fidelity Covington Tr Msci Con

ETFs
20.7K
New
$49.57 - $52.57 $1.03M - $1.09M
20.7K $1.03M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
31.8K
New
$30.49 - $31.94 $970K - $1.02M
31.8K $1.02M
IEV
Ishares Tr Europe ETF

ETFs
15.5K
New
$61.37 - $65.49 $951K - $1.02M
15.5K $1.01M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
26.9K
New
$35.94 - $38.52 $967K - $1.04M
26.9K $1M
SPYG
Spdr Portfolio

ETFs
4.47K
+ 7.83%
$94.33 - $105.31 $421K - $470K
61.5K $6.42M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
20.8K
+ 237.45%
$47.36 - $47.65 $987K - $993K
29.6K $1.4M
GWW
W.W. Grainger, Inc.

Industrials
1.07K
+ 283.55%
$932.44 - $1059.49 $997K - $1.13M
1.45K $1.38M
PAUG
Innovator U.S. Equity Power Bu

ETFs
15K
+ 8.66%
$40.45 - $42.49 $605K - $636K
188K $7.97M
NUSC
Nuveen Esg Small Cap ETF

ETFs
15.8K
+ 19.1%
$40.43 - $44.52 $640K - $705K
98.8K $4.36M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
7.11K
New
$107.14 - $156.16 $762K - $1.11M
7.11K $929K
NWBI
Northwest Bancshares, Inc.

Financial Services
75K
New
$11.5 - $13.53 $863K - $1.01M
75K $929K
UTHR
United Therapeutics Corp

Healthcare
2.2K
New
$274.7 - $438.75 $604K - $965K
2.2K $921K
FNDX
Schwab Fundamental U S Large C

ETFs
29K
+ 34.75%
$24.38 - $26.34 $707K - $764K
112K $2.96M
MBLY
Mobileye Global Inc.
64K
New
$13.5 - $19.08 $864K - $1.22M
64K $904K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13K
+ 152.28%
$64.17 - $68.19 $832K - $884K
21.5K $1.46M
KEYS
Keysight Technologies, Inc.

Technology
5.07K
New
$158.51 - $178.15 $804K - $904K
5.07K $887K
NOV
Nov Inc.

Energy
65.7K
New
$11.88 - $14.16 $781K - $930K
65.7K $870K
AXS
Axis Capital Holdings LTD

Financial Services
9.01K
New
$93.33 - $102.44 $841K - $923K
9.01K $863K
HYMU
Blackrock ETF Tr Ii High Yield
37.3K
New
N/A
37.3K $857K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.78K
+ 9.89%
$101.96 - $132.43 $182K - $236K
19.8K $2.54M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
19.2K
New
$39.37 - $44.24 $755K - $848K
19.2K $839K
DLTR
Dollar Tree, Inc.

Consumer Defensive
12.6K
+ 16.55%
$94.03 - $117.16 $1.19M - $1.48M
89K $8.39M
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.24K
New
$97.53 - $115.95 $803K - $955K
8.24K $823K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
11.3K
+ 8.11%
$35.99 - $38.74 $407K - $438K
151K $5.83M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
52.6K
+ 39.47%
$13.62 - $14.27 $717K - $751K
186K $2.65M
RGLD
Royal Gold Inc

Basic Materials
799
+ 2.84%
$151.42 - $200.58 $121K - $160K
28.9K $5.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
30.6K
+ 20.0%
$24.11 - $24.94 $738K - $764K
184K $4.58M
RH
Rh

Consumer Cyclical
3.87K
New
$187.54 - $251.0 $726K - $971K
3.87K $786K
NVS
Novartis Ag

Healthcare
2.68K
+ 4.38%
$113.5 - $129.73 $304K - $347K
63.8K $8.18M
RMBS
Rambus Inc

Technology
7.5K
New
$62.85 - $107.38 $471K - $805K
7.5K $781K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
32.7K
+ 6.98%
N/A
502K $11.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.63K
+ 15.54%
$137.51 - $145.26 $637K - $673K
34.4K $4.9M
OTEX
Open Text Corp

Technology
7.91K
+ 13.71%
$27.93 - $38.16 $221K - $302K
65.6K $2.45M
EBAY
Ebay Inc

Consumer Cyclical
7.64K
+ 180.67%
$75.33 - $100.77 $575K - $770K
11.9K $1.08M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
30.4K
+ 8.42%
$24.14 - $24.34 $734K - $740K
391K $9.52M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.5K
+ 6.71%
$50.9 - $52.37 $586K - $603K
183K $9.56M
CRM
Salesforce, Inc.

Technology
12.2K
+ 20.33%
$231.66 - $273.65 $2.83M - $3.34M
72.3K $17.1M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.02K
+ 55.13%
$134.42 - $141.26 $674K - $709K
14.1K $1.99M
KD
Kyndryl Holdings, Inc.

Technology
24.8K
New
$28.94 - $43.41 $717K - $1.08M
24.8K $743K
SMMT
Summit Therapeutics Inc.

Healthcare
35.7K
New
$17.61 - $30.02 $629K - $1.07M
35.7K $740K
CCJ
Cameco Corp

Energy
7.37K
+ 62.62%
$70.47 - $86.89 $519K - $640K
19.1K $1.6M
DFIP
Dimensional ETF Tr Inflation P

ETFs
17.3K
New
$41.6 - $42.66 $719K - $738K
17.3K $730K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
7.2K
New
$95.25 - $101.47 $686K - $731K
7.2K $725K
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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