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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
95.5K
+ 99.61%
$102.4 - $103.88 $9.78M - $9.92M
191K $19.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
118K
+ 70.08%
$78.96 - $80.04 $9.29M - $9.41M
285K $22.8M
ET
Energy Transfer LP

Energy
618K
+ 52.13%
$17.11 - $18.16 $10.6M - $11.2M
1.8M $30.9M
GLD
Spdr Gold Trust

ETFs
9.42K
+ 7.83%
$300.96 - $355.47 $2.83M - $3.35M
130K $46.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
298K
+ 21.79%
$26.38 - $27.95 $7.87M - $8.34M
1.67M $45.5M
CVX
Chevron Corp

Energy
18.4K
+ 4.06%
$145.57 - $161.83 $2.67M - $2.97M
471K $73.2M
IEFA
Ishares Tr

ETFs
69.6K
+ 14.14%
$81.7 - $87.53 $5.69M - $6.09M
562K $49.1M
IEMG
Ishares Inc

ETFs
146K
+ 64.72%
N/A
370K $19.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43.9K
+ 2830.86%
$159.87 - $247.68 $7.01M - $10.9M
45.4K $8.08M
SCHP
Schwab Strategic Us Tips ETF

ETFs
278K
+ 279.25%
$26.44 - $27.1 $7.35M - $7.54M
378K $10.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
90.3K
+ 662.69%
$76.16 - $78.59 $6.88M - $7.1M
104K $8.12M
DUHP
Dimensional ETF Tr Dimensional

ETFs
132K
+ 14.53%
$35.76 - $37.93 $4.71M - $4.99M
1.04M $39.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
155K
+ 306.81%
$39.06 - $43.42 $6.05M - $6.72M
205K $8.91M
IWN
Ishares Russell2000 Val ETF

ETFs
36.2K
+ 232.87%
$157.1 - $178.94 $5.68M - $6.47M
51.7K $9.14M
DFIV
Dimensional ETF Tr

ETFs
98.8K
+ 15.26%
$42.66 - $46.53 $4.21M - $4.6M
746K $34.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 80.0%
$692600.0 - $759798.0 $5.54M - $6.08M
18 $13.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
52.3K
+ 908.49%
$116.29 - $120.92 $6.09M - $6.33M
58.1K $6.97M
DFSD
Dimensional ETF Tr Short Durat

ETFs
129K
+ 141.34%
$47.86 - $48.43 $6.17M - $6.25M
220K $10.6M
ABBV
Abb Vie Inc.

Healthcare
1.34K
+ 1.05%
$184.85 - $231.54 $247K - $309K
129K $29.8M
DFAX
Dimensional ETF Tr
191K
+ 418.2%
$29.25 - $31.56 $5.59M - $6.03M
237K $7.43M
UNH
Unitedhealth Group Inc

Healthcare
10.9K
+ 18.07%
$237.77 - $353.61 $2.6M - $3.86M
71.4K $24.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
64.9K
+ 5.05%
$72.57 - $74.72 $4.71M - $4.85M
1.35M $100M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
67.4K
+ 17.27%
$62.09 - $66.51 $4.19M - $4.48M
458K $29.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
63.6K
+ 40.11%
$81.75 - $84.54 $5.2M - $5.37M
222K $18.7M
NOC
Northrop Grumman Corp

Industrials
7.66K
+ 106.85%
$498.9 - $609.32 $3.82M - $4.67M
14.8K $9.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
71K
+ 232.92%
$70.85 - $76.96 $5.03M - $5.46M
101K $7.71M
ABNB
Airbnb, Inc.

Consumer Cyclical
48.5K
+ 73.49%
$118.3 - $142.16 $5.73M - $6.89M
114K $13.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
58.5K
+ 32.47%
$68.24 - $73.73 $3.99M - $4.32M
239K $17.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
81.5K
+ 1245.24%
N/A
88K $5.49M
DFAI
Dimensional ETF Tr

ETFs
123K
+ 73.07%
$34.05 - $36.55 $4.19M - $4.5M
291K $10.6M
SUB
Ishares Short Term National Mu

ETFs
42.8K
+ 14.32%
$106.17 - $107.3 $4.54M - $4.59M
342K $36.5M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
53.9K
+ 6.72%
$43.65 - $46.42 $2.35M - $2.5M
856K $39.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
57.8K
+ 276.27%
$72.04 - $77.35 $4.16M - $4.47M
78.7K $6.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
92.4K
+ 33.25%
$60.9 - $70.75 $5.63M - $6.54M
370K $23.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
200K
+ 313.87%
$20.76 - $21.78 $4.16M - $4.36M
264K $5.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
83.4K
+ 688.81%
$50.52 - $50.75 $4.21M - $4.23M
95.5K $4.85M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
37.7K
+ 45.29%
$92.97 - $100.18 $3.5M - $3.77M
121K $12M
GNTY
Guaranty Bancshares Inc

Financial Services
62.8K
+ 38.23%
$42.63 - $52.33 $2.68M - $3.29M
227K $11.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
87.3K
+ 8.22%
$27.61 - $29.15 $2.41M - $2.54M
1.15M $33.5M
VGT
Vanguard Information Technolog

ETFs
3.67K
+ 25.28%
$656.44 - $753.15 $2.41M - $2.76M
18.2K $13.6M
COST
Costco Wholesale Corp

Consumer Defensive
6.61K
+ 18.25%
$915.95 - $994.57 $6.06M - $6.58M
42.8K $39.7M
AIQ
Global X Funds Global X Artifi

ETFs
74.9K
+ 1376.89%
$43.2 - $49.66 $3.24M - $3.72M
80.4K $3.97M
KLAC
Kla Corp

Technology
3.36K
+ 950.71%
$843.9 - $1078.6 $2.83M - $3.62M
3.71K $4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
35.7K
+ 14.09%
$63.41 - $69.69 $2.26M - $2.49M
289K $19.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
69.4K
+ 496.78%
$50.73 - $52.47 $3.52M - $3.64M
83.4K $4.35M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
75.9K
+ 12.46%
$41.8 - $43.15 $3.17M - $3.28M
686K $29.3M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
76.5K
+ 499.58%
$45.07 - $47.56 $3.45M - $3.64M
91.8K $4.22M
TXN
Texas Instruments Inc

Technology
17.8K
+ 33.94%
N/A
70.2K $13.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
23.3K
+ 69.04%
$136.48 - $142.97 $3.18M - $3.33M
57K $7.98M
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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