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
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
5.96K
+ 3.17%
$68.58 - $69.85 $409K - $416K
194K $13.5M
JCI
Johnson Controls International PLC

Industrials
4.07K
+ 67.36%
$103.24 - $111.73 $420K - $454K
10.1K $1.11M
CRSP
Crispr Therapeutics Ag

Healthcare
5.38K
+ 72.25%
$48.51 - $68.14 $261K - $367K
12.8K $831K
XEL
Xcel Energy Inc

Utilities
2.45K
+ 11.33%
$67.56 - $80.65 $166K - $198K
24.1K $1.94M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.06K
+ 35.2%
$94.17 - $99.95 $383K - $406K
15.6K $1.56M
BOCT
Innovator U.S. Equity Buffer E

ETFs
7.65K
+ 23.36%
$45.37 - $48.42 $347K - $370K
40.4K $1.96M
SNPS
Synopsys Inc

Technology
1K
+ 70.22%
$387.78 - $645.35 $388K - $645K
2.42K $1.2M
PSX
Phillips 66

Energy
10
+ 0.04%
$118.37 - $139.46 $1.18K - $1.39K
27.4K $3.73M
MELI
Mercadolibre Inc

Consumer Cyclical
238
+ 68.39%
$2292.04 - $2514.05 $546K - $598K
586 $1.37M
IYH
Ishares Tr

ETFs
7.31K
+ 61.48%
$54.36 - $58.96 $397K - $431K
19.2K $1.13M
BIIB
Biogen Inc.

Healthcare
3.22K
New
$122.68 - $148.84 $396K - $480K
3.22K $451K
NRZ
New Residential Investment Corp.

Real Estate
62.2K
New
N/A
62.2K $450K
BSEP
Innovator U.S. Equity Buffer E

ETFs
8.1K
+ 44.67%
$45.13 - $48.29 $366K - $391K
26.2K $1.27M
SIL
Global X Silver Miners ETF

ETFs
6.23K
New
$47.34 - $71.63 $295K - $446K
6.23K $446K
CWS
Advisorshares Tr Advisorshares

ETFs
6.55K
New
$67.59 - $70.83 $442K - $464K
6.55K $446K
URI
United Rentals, Inc.

Industrials
233
+ 21.34%
$774.14 - $975.23 $180K - $227K
1.33K $1.26M
HLI
Houlihan Lokey, Inc.

Financial Services
2.14K
New
$181.55 - $209.19 $389K - $448K
2.14K $440K
FDVV
Fidelity High Dividend ETF

ETFs
7.9K
New
$52.42 - $55.71 $414K - $440K
7.9K $440K
VHT
Vanguard Health Care ETF

ETFs
1.31K
+ 15.01%
$239.12 - $259.95 $313K - $341K
10K $2.61M
DHS
Wisdomtree Tr U.S

ETFs
4.05K
+ 83.59%
$96.42 - $101.82 $391K - $412K
8.9K $896K
CGGR
Capital Group Growth ETF Shs C

ETFs
9.72K
New
$40.2 - $44.58 $391K - $433K
9.72K $426K
AWI
Armstrong World Industries Inc

Industrials
2.17K
New
$163.99 - $199.13 $356K - $432K
2.17K $425K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
7.76K
New
$50.7 - $54.86 $394K - $426K
7.76K $425K
FYLD
Cambria Foreign Shareholder Yi

ETFs
13.5K
New
$29.19 - $31.97 $394K - $432K
13.5K $421K
AIG
American International Group, Inc.

Financial Services
6.13K
+ 69.15%
$76.34 - $85.87 $468K - $526K
15K $1.18M
IOO
Ishares Tr Global 100 ETF

ETFs
3.04K
+ 71.85%
$107.55 - $120.01 $327K - $365K
7.28K $873K
BXP
Boston Properties Inc

Real Estate
5.6K
New
$62.11 - $78.93 $348K - $442K
5.6K $416K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.77K
New
$100.63 - $112.27 $379K - $423K
3.77K $416K
CHKP
Check Point Software Technologies LTD

Technology
2.01K
New
$180.73 - $231.23 $364K - $465K
2.01K $416K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.27K
+ 8.84%
$61.93 - $68.12 $202K - $222K
40.2K $2.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.74K
+ 99.74%
$62.54 - $68.42 $359K - $393K
11.5K $776K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.24K
+ 37.31%
$90.83 - $93.81 $385K - $398K
15.6K $1.46M
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
10.2K
New
$39.66 - $43.65 $406K - $447K
10.2K $410K
FTC
First Tr Lge Cap Growth

ETFs
2.54K
New
$149.47 - $162.84 $380K - $414K
2.54K $408K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.97K
+ 20.07%
$71.86 - $87.45 $213K - $259K
17.7K $1.48M
BYRN
Byrna Technologies Inc.

Industrials
18.1K
New
$18.94 - $33.56 $342K - $606K
18.1K $402K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.06K
New
$40.04 - $45.11 $363K - $409K
9.06K $401K
WMB
Williams Companies, Inc.

Energy
4.89K
+ 2.91%
$56.52 - $64.01 $277K - $313K
173K $10.9M
EMR
Emerson Electric CO

Industrials
4.4K
+ 5.32%
$128.6 - $149.63 $565K - $658K
87.1K $11.4M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5.16K
New
$71.0 - $90.32 $366K - $466K
5.16K $397K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
8.72K
New
$42.5 - $45.6 $370K - $397K
8.72K $394K
TDY
Teledyne Technologies Inc

Technology
669
New
$509.51 - $586.04 $341K - $392K
669 $392K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.98K
New
$42.88 - $49.1 $342K - $392K
7.98K $385K
STT
State Street Corp

Financial Services
3.31K
New
$102.01 - $117.25 $338K - $389K
3.31K $384K
FEMB
First Tr ETF Emerging Markets

ETFs
13.1K
New
$28.3 - $29.79 $370K - $389K
13.1K $383K
LNT
Alliant Energy Corp

Utilities
4.96K
+ 81.63%
$60.76 - $67.41 $301K - $334K
11K $743K
TMUS
T Mobile Us, Inc.

Communication Services
1.55K
+ 37.17%
$226.02 - $259.01 $350K - $401K
5.72K $1.37M
DDOG
Datadog, Inc.

Technology
2.47K
+ 84.8%
$124.52 - $155.15 $307K - $383K
5.37K $765K
RDVY
First Trust Rising Dividend Ac

ETFs
4.22K
+ 21.42%
$62.38 - $67.29 $263K - $284K
23.9K $1.61M
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email