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
KHC
Kraft Heinz CO

Consumer Defensive
25.4K
+ 8.96%
$25.63 - $28.94 $651K - $735K
309K $8.04M
SOUN
Soundhound Ai, Inc.

Technology
40.9K
+ 380.52%
$10.11 - $18.05 $413K - $738K
51.6K $829K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
91.7K
New
$7.72 - $8.46 $708K - $776K
91.7K $712K
ENFR
Alerian Energy Infrastructure

ETFs
21.9K
New
$31.23 - $32.68 $683K - $715K
21.9K $709K
STX
Seagate Technology Holdings PLC

Technology
238
+ 3.38%
$142.01 - $236.06 $33.8K - $56.2K
7.28K $1.72M
IGOV
Ishares 1 3 International Trea

ETFs
16.3K
New
$41.44 - $43.19 $674K - $702K
16.3K $692K
KRC
Kilroy Realty Corp

Real Estate
6.67K
+ 13.08%
$34.55 - $44.44 $231K - $297K
57.7K $2.44M
NET
Cloudflare, Inc.

Technology
1.45K
+ 7.3%
$181.39 - $228.28 $263K - $331K
21.3K $4.57M
BIDU
Baidu, Inc.

Communication Services
5.18K
New
$85.86 - $137.83 $445K - $714K
5.18K $682K
AWK
American Water Works Company, Inc.

Utilities
4.86K
+ 8.54%
$135.05 - $147.0 $656K - $714K
61.7K $8.59M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.93K
+ 28.3%
$133.48 - $144.38 $525K - $568K
17.8K $2.54M
MMYT
Make My Trip LTD

Consumer Cyclical
7.73K
New
N/A
7.73K $665K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
13.6K
New
$47.18 - $48.17 $641K - $655K
13.6K $652K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10.1K
+ 18.78%
$50.02 - $53.28 $505K - $538K
63.9K $3.34M
PFF
Ishares Trust Ishares Pfd And

ETFs
19.8K
+ 102.65%
$30.67 - $32.13 $608K - $637K
39.1K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
1.68K
+ 15.53%
$216.09 - $242.18 $363K - $407K
12.5K $3M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
13.1K
New
$46.97 - $48.89 $615K - $640K
13.1K $640K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.8K
+ 9.51%
$79.76 - $85.78 $383K - $411K
55.3K $4.68M
ALL
Allstate Corp

Financial Services
2.46K
+ 30.13%
$192.0 - $214.65 $473K - $528K
10.6K $2.28M
ABR
Arbor Realty Trust Inc

Real Estate
52.1K
New
$10.7 - $12.21 $558K - $637K
52.1K $636K
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.06K
+ 13.39%
$107.66 - $112.36 $545K - $569K
42.9K $4.78M
TOST
Toast, Inc.

Technology
17.3K
New
$36.51 - $49.3 $633K - $855K
17.3K $633K
DNP
Dnp Select Income Fund Inc

Financial Services
60.3K
+ 71.6%
$9.65 - $10.02 $582K - $604K
145K $1.45M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.97K
New
$85.01 - $90.35 $593K - $630K
6.97K $622K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.25K
+ 30.39%
$196.15 - $217.83 $834K - $926K
18.2K $3.67M
GD
General Dynamics Corp

Industrials
967
+ 16.78%
$293.92 - $341.0 $284K - $330K
6.73K $2.3M
FNDF
Schwab Fundamental Intl Large

ETFs
8.74K
+ 10.84%
$39.84 - $43.15 $348K - $377K
89.4K $3.84M
UTG
Reaves Utility Income Fund

Financial Services
15.4K
New
$35.81 - $39.62 $551K - $610K
15.4K $609K
NYT
New York Times CO

Communication Services
10.5K
New
$51.43 - $61.95 $539K - $649K
10.5K $601K
IGV
Ishares Expanded Tech Software

ETFs
3.96K
+ 15.86%
$105.96 - $117.79 $419K - $466K
28.9K $3.32M
NEAR
Blackrock Short Maturity Bond

ETFs
11.5K
+ 251.72%
$50.8 - $51.32 $584K - $590K
16.1K $824K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.73K
+ 61.23%
$301.44 - $365.84 $521K - $633K
4.55K $1.47M
MPC
Marathon Petroleum Corp

Energy
2.09K
+ 33.13%
$158.59 - $198.69 $332K - $415K
8.4K $1.62M
HOOD
Robinhood Markets, Inc.

Technology
1.14K
+ 14.14%
$91.27 - $143.18 $104K - $163K
9.21K $1.32M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.01K
+ 186.35%
$79.39 - $90.39 $477K - $543K
9.23K $818K
WEC
Wec Energy Group, Inc.

Utilities
3.56K
+ 26.78%
$103.66 - $114.59 $369K - $408K
16.9K $1.93M
FCNCA
First Citizens Bancshares Inc

Financial Services
305
New
$1789.16 - $2158.23 $546K - $658K
305 $545K
MLPX
Global X Mlp & Energy Infrastr

ETFs
8.62K
New
$59.5 - $62.99 $513K - $543K
8.62K $540K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
488
+ 7.11%
$103.83 - $179.9 $50.7K - $87.8K
7.36K $1.31M
REET
Ishares Global Reit ETF

ETFs
20.1K
+ 105.75%
$24.45 - $25.91 $491K - $520K
39.1K $998K
TD
Toronto Dominion Bank

Financial Services
6.18K
+ 109.99%
$72.55 - $79.95 $448K - $494K
11.8K $942K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.1K
+ 128.48%
$47.96 - $50.54 $483K - $509K
17.9K $905K
BK
Bank Of New York Mellon Corp

Financial Services
2.63K
+ 19.35%
$90.65 - $109.75 $238K - $288K
16.2K $1.77M
WRBY
Warby Parker Inc.

Healthcare
19.1K
New
$21.37 - $28.56 $409K - $546K
19.1K $527K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.4K
New
$45.26 - $46.63 $514K - $530K
11.4K $525K
QBTS
D Wave Quantum Inc.

Technology
20.7K
New
$14.81 - $27.72 $306K - $573K
20.7K $510K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.6K
+ 134.98%
$128.6 - $136.01 $463K - $490K
6.27K $847K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.88K
+ 11.14%
$94.11 - $95.78 $460K - $468K
48.7K $4.66M
ACWI
Ishares Msci Acwi ETF

ETFs
3.23K
+ 62.1%
$128.32 - $138.41 $414K - $447K
8.42K $1.16M
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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