Beacon Pointe Advisors, LLC Incresed Positions in Q3 2025

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSCT
Invesco S&P Smallcap Informati

ETFs
1
+ 0.02%
$44.28 - $53.87 $44.3 - $53.9
5.46K $289K
TTWO
Take Two Interactive Software Inc

Communication Services
27
+ 1.46%
$217.37 - $259.96 $5.87K - $7.02K
1.88K $485K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.4K
+ 5.21%
$22.84 - $22.95 $32K - $32.1K
28.2K $648K
ADSK
Autodesk, Inc.

Technology
136
+ 3.55%
N/A
3.97K $976K
AVK
Advent Convertible & Income Fund

Financial Services
1.41K
+ 6.42%
$12.06 - $12.79 $17.1K - $18.1K
23.4K $299K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
14
+ 1.41%
$232.86 - $268.01 $3.26K - $3.75K
1.01K $262K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.74K
+ 14.44%
$8.46 - $9.02 $23.2K - $24.7K
21.7K $195K
HLN
Haleon PLC

Healthcare
5K
+ 37.34%
$8.72 - $10.35 $43.6K - $51.8K
18.4K $164K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.32K
+ 8.35%
N/A
17.1K $324K
FINX
Global X Fds Fintech ETF (De)

ETFs
868
+ 11.23%
$32.53 - $35.28 $28.2K - $30.6K
8.6K $288K
AKAM
Akamai Technologies Inc

Technology
254
+ 8.65%
N/A
3.19K $289K
MGM
Mgm Resorts International

Consumer Cyclical
507
+ 3.24%
$34.18 - $39.77 $17.3K - $20.2K
16.1K $559K
MFC
Manulife Financial Corp

Financial Services
906
+ 11.33%
$29.9 - $32.34 $27.1K - $29.3K
8.9K $277K
PSCD
Invesco S&P Smallcap Consumer

ETFs
4
+ 0.2%
$99.92 - $115.93 $400 - $464
2K $223K
OGE
Oge Energy Corp.

Utilities
140
+ 1.7%
$43.46 - $46.27 $6.08K - $6.48K
8.38K $387K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
102
+ 1.83%
$53.48 - $56.56 $5.45K - $5.77K
5.67K $320K
IIM
Invesco Value Municipal Income Trust

Financial Services
278
+ 1.97%
$11.23 - $12.55 $3.12K - $3.49K
14.4K $180K
VDC
Vanguard Consumer Staples ETF

ETFs
277
+ 3.32%
$212.64 - $225.25 $58.9K - $62.4K
8.61K $1.84M
IBRX
Immunity Bio, Inc.

Healthcare
7K
+ 26.88%
$2.24 - $3.01 $15.7K - $21.1K
33K $81K
DPZ
Dominos Pizza Inc

Consumer Cyclical
64
+ 7.95%
$422.75 - $485.53 $27.1K - $31.1K
869 $375K
IIPR
Innovative Industrial Properties Inc

Real Estate
370
+ 8.5%
$45.83 - $58.26 $17K - $21.6K
4.72K $253K
IXJ
Ishares Global Healthcare ETF

ETFs
10
+ 0.26%
$82.73 - $89.14 $827 - $891
3.8K $336K
CTVA
Corteva, Inc.

Basic Materials
2.17K
+ 10.87%
$67.08 - $77.12 $146K - $168K
22.2K $1.5M
BUR
Burford Capital LTD

Financial Services
11.2K
+ 20.41%
$11.96 - $14.84 $134K - $166K
66K $789K
IR
Ingersoll Rand Inc.

Industrials
123
+ 2.26%
$74.98 - $89.02 $9.22K - $10.9K
5.56K $459K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
60
+ 0.98%
$50.82 - $51.09 $3.05K - $3.07K
6.15K $314K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
836
+ 5.23%
$9.36 - $9.87 $7.82K - $8.25K
16.8K $159K
CGMS
Capital Grp Core Plus Income E
1.08M
+ 251.92%
N/A
1.51M $0
Vanguard Calif Tax Free Fds
1.01K
+ 39.87%
N/A
3.56K $0
American Healthcare Reit Inc
2.07K
+ 18.39%
N/A
13.3K $0
TAFI
Ab Active Etfs Inc Tax Aware S
50.8K
+ 145.88%
N/A
85.6K $0
Vanguard Wellington Fd
49.5K
+ 148.7%
N/A
82.8K $0
Amplify ETF Tr
1.42K
+ 20.01%
N/A
8.53K $0
Ab Active Etfs Inc
8.71K
+ 14.9%
N/A
67.1K $0
Arm Holdings PLC
2.06K
+ 120.22%
N/A
3.77K $0
CGMU
Capital Group Core Plus Income
408K
+ 260.34%
N/A
565K $0
Ab Active Etfs Inc
11K
+ 92.13%
N/A
22.8K $0
Ea Series Trust
95.1K
+ 35.79%
N/A
361K $0
NBCT
Neuberger Berman ETF Tr Carbon
11K
+ 8.19%
N/A
145K $0
Noble Corp PLC
24.2K
+ 64.05%
N/A
62.1K $0
Solventum Corp
24.8K
+ 370.43%
N/A
31.5K $0
Skyward Specialty Ins Group
3.74K
+ 27.02%
N/A
17.6K $0
Talen Energy Corp
649
+ 75.12%
N/A
1.51K $0
Global X Fds
1.97K
+ 17.78%
N/A
13K $0
Invesco Exch Trd Slf Idx Fd
5.1K
+ 57.66%
N/A
13.9K $0
OTIS
Otis Worldwide Corp

Industrials
1.77K
+ 8.31%
$84.93 - $101.07 $150K - $179K
23.1K $2.11M
Grayscale Bitcoin Mini Tr Et
10.9K
+ 49.41%
N/A
33K $0
Grayscale Ethereum Mini Tr E
9.06K
+ 11.44%
N/A
88.3K $0
Invesco Exch Trd Slf Idx Fd
5.24K
+ 47.11%
N/A
16.4K $0
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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