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
CNP
Centerpoint Energy Inc

Utilities
9.6K
New
$35.77 - $39.16 $343K - $376K
9.6K $372K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
7.13K
+ 11.74%
$41.17 - $43.65 $294K - $311K
67.9K $2.92M
ED
Consolidated Edison Inc

Utilities
3.63K
+ 21.39%
$95.57 - $105.36 $347K - $383K
20.6K $2.07M
ROAD
Construction Partners, Inc.

Industrials
2.9K
New
$93.43 - $136.74 $271K - $396K
2.9K $367K
PNW
Pinnacle West Capital Corp

Utilities
4.08K
New
$85.87 - $94.45 $350K - $385K
4.08K $365K
ICLN
Ishares

ETFs
7.04K
+ 6.51%
$13.22 - $15.48 $93K - $109K
115K $1.78M
IAUM
I Shares Gold Trust Micro

ETFs
9.4K
New
$32.6 - $38.5 $306K - $362K
9.4K $361K
RVNU
Xtrackers Municipal Infrastruc

ETFs
14.6K
New
$23.46 - $24.74 $342K - $361K
14.6K $360K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.01K
+ 54.5%
$50.81 - $51.07 $356K - $358K
19.9K $1.01M
VPU
Vanguard Utilities ETF

ETFs
1.21K
+ 12.58%
$175.25 - $189.41 $213K - $230K
10.9K $2.06M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.12K
+ 24.83%
$46.37 - $47.77 $330K - $340K
35.8K $1.7M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.01K
New
$108.03 - $117.04 $325K - $352K
3.01K $352K
LYB
Lyondell Basell Industries N.V.

Basic Materials
22.5K
+ 26.25%
$48.34 - $67.22 $1.09M - $1.51M
108K $5.3M
SHG
Shinhan Financial Group CO LTD

Financial Services
10K
New
N/A
10K $346K
BSCV
Invesco ETF Self Indexed Fd Tr
20.6K
New
$16.39 - $16.83 $338K - $347K
20.6K $344K
CMC
Commercial Metals CO

Basic Materials
4.03K
+ 30.72%
$50.28 - $59.79 $203K - $241K
17.2K $982K
SCHO
Schwab Short Term Us Treasury

ETFs
13.8K
+ 11.24%
$24.23 - $24.42 $333K - $336K
136K $3.32M
HWM
Howmet Aerospace Inc.

Industrials
1.66K
+ 128.0%
$171.0 - $196.23 $283K - $325K
2.95K $578K
MEAR
Blackrock Short Maturity Munic

ETFs
6.57K
+ 32.86%
$50.17 - $50.56 $330K - $332K
26.6K $1.34M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.48K
+ 15.78%
$83.65 - $95.26 $208K - $237K
18.2K $1.61M
AME
Ametek Inc

Industrials
1.7K
+ 91.03%
$176.44 - $192.03 $299K - $325K
3.56K $668K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14K
New
$22.89 - $23.7 $320K - $331K
14K $329K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.28K
New
$87.42 - $100.3 $287K - $329K
3.28K $328K
ZS
Zscaler, Inc.

Technology
1.98K
+ 10.61%
$267.68 - $316.5 $530K - $626K
20.6K $6.18M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.89K
+ 21.04%
$51.78 - $57.89 $201K - $225K
22.3K $1.29M
ROK
Rockwell Automation, Inc

Industrials
812
+ 36.71%
$328.67 - $358.52 $267K - $291K
3.02K $1.06M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 16.34%
$108.47 - $114.7 $241K - $254K
15.8K $1.81M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.28K
+ 8.99%
$69.62 - $73.99 $228K - $242K
39.7K $2.86M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6.97K
New
$40.68 - $46.33 $284K - $323K
6.97K $316K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.13K
+ 30.56%
$31.79 - $33.42 $259K - $272K
34.7K $1.16M
TRIN
Trinity Capital Inc.

Financial Services
15.4K
+ 29.46%
$14.03 - $16.47 $217K - $254K
67.8K $1.05M
CMCSA
Comcast Corp

Communication Services
19.3K
+ 28.01%
$31.41 - $36.33 $605K - $700K
88K $2.77M
LVS
Las Vegas Sands Corp

Consumer Cyclical
2.54K
+ 14.89%
$47.38 - $57.71 $120K - $147K
19.6K $1.05M
EBND
Spdr Bloomberg Emerging Market

ETFs
14.5K
New
$20.95 - $21.57 $303K - $312K
14.5K $309K
JHMM
John Hancock Multifactor Mid C

ETFs
4.06K
+ 31.06%
$61.22 - $65.26 $248K - $265K
17.1K $1.11M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.83K
+ 41.71%
$87.69 - $96.0 $248K - $271K
9.6K $905K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.52K
+ 7.12%
N/A
52.9K $4.54M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16K
New
$18.61 - $18.94 $298K - $303K
16K $301K
APA
Apa Corp

Energy
12.4K
New
$18.06 - $24.69 $223K - $305K
12.4K $300K
ITA
Ishares Tr

ETFs
802
+ 12.68%
$184.73 - $209.26 $148K - $168K
7.13K $1.49M
SONY
Sony Group Corp

Technology
8.16K
+ 35.99%
$23.92 - $30.07 $195K - $245K
30.8K $887K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.58K
+ 39.92%
$33.26 - $34.01 $285K - $292K
30.1K $1.02M
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.19K
New
$85.66 - $92.67 $273K - $296K
3.19K $294K
WRB
Berkley W R Corp

Financial Services
2.88K
+ 12.65%
$67.78 - $76.62 $195K - $221K
25.7K $1.97M
CSL
Carlisle Companies Inc

Industrials
891
New
$327.52 - $435.11 $292K - $388K
891 $293K
FUL
Fuller H B CO

Basic Materials
4.89K
New
$55.6 - $64.06 $272K - $313K
4.89K $289K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
25.2K
New
$11.41 - $12.19 $287K - $307K
25.2K $287K
SCI
Service Corp International

Consumer Cyclical
3.39K
New
$75.63 - $83.25 $257K - $282K
3.39K $282K
PDI
Pimco Dynamic Income Fund

Financial Services
13.7K
+ 106.55%
$18.85 - $20.07 $258K - $274K
26.5K $524K
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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