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
GE
General Electric CO

Industrials
4.14K
+ 8.54%
$244.75 - $305.63 $1.01M - $1.26M
52.6K $15.8M
LHX
L3 Harris Technologies, Inc.

Industrials
10.2K
+ 344.34%
$252.18 - $305.41 $2.58M - $3.12M
13.2K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.5K
+ 66.57%
$72.65 - $78.68 $2.72M - $2.95M
93.8K $7.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.3K
+ 85.48%
$182.33 - $194.5 $2.79M - $2.98M
33.2K $6.46M
NEE
Nextera Energy Inc

Utilities
31.2K
+ 23.52%
$69.77 - $77.54 $2.18M - $2.42M
164K $12.4M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
56.9K
+ 16.96%
$41.5 - $43.83 $2.36M - $2.49M
392K $17.2M
AVDV
American Centy ETF Tr Avantis

ETFs
33.4K
+ 622.32%
$79.24 - $89.03 $2.64M - $2.97M
38.7K $3.45M
CGDV
Capital Group Divid Value ETF

ETFs
68.8K
+ 183.55%
$39.59 - $42.21 $2.72M - $2.9M
106K $4.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
52.8K
+ 991.2%
$52.12 - $55.33 $2.75M - $2.92M
58.2K $3.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
34.1K
+ 136.24%
$74.93 - $80.73 $2.55M - $2.75M
59.1K $4.77M
DFAT
Dimensional ETF Tr U S Target

ETFs
37K
+ 22.9%
$53.36 - $59.69 $1.98M - $2.21M
199K $11.6M
GLDM
World Gold Trust

ETFs
32.2K
+ 96.48%
$64.73 - $76.45 $2.09M - $2.46M
65.6K $5.02M
HPE
Hewlett Packard Enterprise CO

Technology
49.8K
+ 13.6%
$19.81 - $25.24 $986K - $1.26M
416K $10.2M
BAC
Bank Of America Corp

Financial Services
10.7K
+ 2.2%
$44.92 - $52.42 $479K - $559K
496K $25.6M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
101K
+ 430.32%
$25.37 - $25.79 $2.56M - $2.6M
124K $3.19M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
47.5K
+ 8.66%
$29.97 - $32.38 $1.42M - $1.54M
596K $19M
DFAR
Dimensional ETF Tr Dimensional

ETFs
101K
+ 37.58%
$22.9 - $24.1 $2.3M - $2.43M
368K $8.79M
VT
Vanguard Total World Stk Index

ETFs
14.3K
+ 26.35%
$128.41 - $138.03 $1.84M - $1.97M
68.6K $9.45M
IBMP
Ishares Tr Ibonds December 202

ETFs
95.8K
+ 314.94%
$25.3 - $25.56 $2.42M - $2.45M
126K $3.22M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.49K
+ 61.2%
$284.45 - $324.95 $1.85M - $2.11M
17.1K $5.47M
WM
Waste Management Inc

Industrials
11.8K
+ 46.01%
$213.88 - $237.1 $2.52M - $2.79M
37.3K $8.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.33K
+ 1.14%
$25.29 - $28.33 $236K - $264K
828K $23.1M
NTAP
Net App, Inc.

Technology
12.7K
+ 18.19%
$101.1 - $126.36 $1.29M - $1.61M
82.6K $9.78M
VV
Vanguard Large Cap ETF

ETFs
1.79K
+ 2.28%
$285.05 - $309.14 $511K - $554K
80.3K $24.7M
IBMO
Ishares Tr Ibonds December 202

ETFs
90.3K
+ 184.73%
$25.58 - $25.72 $2.31M - $2.32M
139K $3.57M
XOM
Exxon Mobil Corp

Energy
186
+ 0.04%
$105.83 - $117.22 $19.7K - $21.8K
464K $52.3M
GRMN
Garmin LTD

Technology
5.33K
+ 20.08%
$211.13 - $246.22 $1.12M - $1.31M
31.9K $7.84M
HSY
Hershey CO

Consumer Defensive
5.09K
+ 8.12%
$161.95 - $193.45 $824K - $984K
67.8K $12.7M
CTRE
Care Trust Reit, Inc.

Real Estate
42.9K
+ 22.67%
$30.29 - $34.8 $1.3M - $1.49M
232K $8.05M
SLV
I Shares Silver Trust

ETFs
14.6K
+ 8.55%
$32.73 - $42.5 $479K - $622K
186K $7.87M
IYW
Ishares Dj Us Tech ETF

ETFs
11.2K
+ 607.63%
$171.38 - $197.01 $1.92M - $2.21M
13.1K $2.56M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
21K
+ 70.19%
$96.83 - $101.71 $2.04M - $2.14M
51K $5.18M
PFE
Pfizer Inc

Healthcare
42.8K
+ 4.71%
$23.29 - $25.88 $998K - $1.11M
952K $24.3M
LYFT
Lyft, Inc.

Technology
57.5K
+ 37.7%
$13.41 - $22.93 $771K - $1.32M
210K $4.62M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.13K
+ 2.6%
$171.01 - $228.24 $193K - $258K
44.7K $9.55M
C
Citigroup Inc

Financial Services
10.2K
+ 14.28%
$85.57 - $103.49 $870K - $1.05M
81.3K $8.26M
DSI
Ishares Msci Kld 400 Social Et

ETFs
10.5K
+ 11.89%
$115.96 - $125.95 $1.22M - $1.32M
98.9K $12.5M
FVD
First Tr Value Line Divid Inde

ETFs
41K
+ 26.63%
$44.73 - $46.86 $1.83M - $1.92M
195K $9.02M
AVUV
American Centy ETF Tr Avantis

ETFs
15.8K
+ 24.35%
$90.37 - $102.12 $1.42M - $1.61M
80.4K $8.01M
IDEV
Ishares Core Msci Intl Develop

ETFs
23.1K
+ 61.94%
$74.68 - $80.26 $1.72M - $1.85M
60.4K $4.84M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
42.3K
+ 246.71%
$41.34 - $45.65 $1.75M - $1.93M
59.5K $2.68M
XLK
Technology Sector Spdr

ETFs
3.06K
+ 8.1%
$250.97 - $282.66 $767K - $864K
40.8K $11.5M
AVLV
American Centy ETF Tr Avantis
15.9K
+ 8.43%
$68.33 - $72.69 $1.09M - $1.16M
205K $14.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
27.7K
+ 8.35%
$32.78 - $35.79 $909K - $992K
360K $12.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
21.3K
+ 314.11%
$86.07 - $90.74 $1.83M - $1.93M
28.1K $2.52M
BKNG
Booking Holdings Inc.

Consumer Cyclical
372
+ 131.45%
$5364.25 - $5815.92 $2M - $2.16M
655 $3.54M
LDOS
Leidos Holdings, Inc.

Technology
9.71K
+ 592.43%
$159.2 - $188.96 $1.55M - $1.83M
11.3K $2.14M
DIHP
Dimensional ETF Tr Dimensional

ETFs
52.2K
+ 15.99%
$28.69 - $30.59 $1.5M - $1.6M
379K $11.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
21K
+ 19.9%
$64.58 - $69.94 $1.36M - $1.47M
127K $8.8M
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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