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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
38.1K
+ 48.44%
$46.86 - $48.27 $1.78M - $1.84M
117K $5.6M
PH
Parker Hannifin Corp

Industrials
1.11K
+ 6.64%
$697.13 - $769.67 $773K - $854K
17.8K $13.5M
ARKG
Ark Genomic Revolution ETF (De

ETFs
56.4K
+ 80.5%
$22.91 - $27.85 $1.29M - $1.57M
126K $3.51M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
35.5K
+ 9.46%
$48.31 - $48.93 $1.72M - $1.74M
411K $20.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.1K
+ 14.75%
$109.47 - $119.06 $1.11M - $1.2M
78.6K $9.31M
CINF
Cincinnati Financial Corp

Financial Services
8.93K
+ 22.61%
$145.8 - $158.1 $1.3M - $1.41M
48.4K $7.66M
HYD
Vaneck High Yield Muni ETF

ETFs
34K
+ 56.44%
$48.85 - $50.94 $1.66M - $1.73M
94.3K $4.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.57K
+ 16.97%
$163.62 - $210.2 $748K - $961K
31.5K $6.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.92K
+ 16.46%
$224.68 - $282.71 $655K - $825K
20.6K $5.77M
DECK
Deckers Outdoor Corp

Consumer Cyclical
18.3K
+ 30.06%
$95.32 - $123.91 $1.74M - $2.27M
79.2K $8.03M
WBD
Warner Bros. Discovery, Inc.

Communication Services
8.86K
+ 4.57%
$10.78 - $19.82 $95.6K - $176K
203K $3.96M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
27.7K
+ 8.0%
$27.85 - $30.91 $771K - $856K
374K $11.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.8K
+ 1.95%
$108.46 - $120.63 $304K - $338K
146K $17.4M
MGC
Vanguard Mega Cap ETF

ETFs
6.84K
+ 688.42%
$224.2 - $245.55 $1.53M - $1.68M
7.83K $1.91M
ABT
Abbott Laboratories

Healthcare
16.3K
+ 6.79%
$120.51 - $136.62 $1.96M - $2.22M
256K $34.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
79.9K
+ 627.58%
$20.84 - $21.03 $1.67M - $1.68M
92.6K $1.94M
CYBR
Cyber Ark Software Ltd.

Technology
892
+ 5.55%
$374.8 - $491.1 $334K - $438K
17K $8.2M
AMAT
Applied Materials Inc

Technology
6.54K
+ 48.77%
$156.25 - $204.95 $1.02M - $1.34M
20K $4.09M
MRVL
Marvell Technology, Inc.

Technology
16.8K
+ 52.37%
$62.31 - $84.07 $1.05M - $1.41M
49K $4.12M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
104
+ 0.53%
$473.44 - $553.71 $49.2K - $57.6K
19.6K $10.7M
NVR
Nvr Inc

Consumer Cyclical
196
+ 700.0%
$7301.0 - $8543.0 $1.43M - $1.67M
224 $1.8M
USB
Us Bancorp \De\

Financial Services
30.7K
+ 89.31%
$43.94 - $50.41 $1.35M - $1.55M
65.1K $3.15M
IGRO
Ishares Tr International Divid

ETFs
18.8K
+ 21.93%
$75.97 - $80.24 $1.43M - $1.51M
105K $8.34M
EPD
Enterprise Products Partners L.P.

Energy
44K
+ 7.54%
$30.74 - $32.14 $1.35M - $1.41M
627K $19.6M
COF
Capital One Financial Corp

Financial Services
7.12K
+ 20.19%
$207.29 - $229.74 $1.48M - $1.64M
42.4K $9.01M
VNQ
Vanguard Specialized Funds Van

ETFs
13.9K
+ 13.98%
$88.47 - $93.24 $1.23M - $1.3M
113K $10.4M
SNOW
Snowflake Inc.

Technology
5.71K
+ 4.79%
$191.73 - $241.0 $1.09M - $1.38M
125K $28.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.6K
+ 20.75%
$53.81 - $57.52 $1.11M - $1.19M
120K $6.91M
KMI
Kinder Morgan, Inc.

Energy
67.6K
+ 16.56%
$26.23 - $28.5 $1.77M - $1.93M
475K $13.5M
CB
Chubb LTD

Financial Services
6.33K
+ 14.81%
$265.99 - $289.59 $1.68M - $1.83M
49K $13.8M
VICI
Vici Properties Inc.

Real Estate
42.2K
+ 24.37%
$31.43 - $33.93 $1.32M - $1.43M
215K $7.02M
MCK
Mckesson Corp

Healthcare
1.09K
+ 8.2%
$659.01 - $772.54 $718K - $842K
14.4K $11.1M
XLE
Energy Sector Spdr

ETFs
8.84K
+ 7.28%
$84.25 - $91.99 $745K - $813K
130K $11.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.4K
+ 13.56%
$30.13 - $33.37 $705K - $780K
196K $6.53M
SHOP
Shopify Inc.

Technology
3.94K
+ 17.78%
$112.11 - $157.12 $441K - $619K
26.1K $3.88M
VZ
Verizon Communications Inc

Communication Services
27.5K
+ 17.32%
$40.84 - $45.06 $1.12M - $1.24M
187K $8.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
27K
+ 10.53%
$29.65 - $31.77 $799K - $856K
283K $8.95M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
9.43K
+ 45.55%
$83.08 - $100.2 $783K - $945K
30.1K $3.02M
IWV
Ishares Russell 3000 ETF

ETFs
2.67K
+ 26.4%
$351.04 - $379.81 $936K - $1.01M
12.8K $4.83M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
19.9K
+ 575.14%
$61.4 - $65.41 $1.22M - $1.3M
23.4K $1.5M
ARCC
Ares Capital Corp

Financial Services
86.3K
+ 25.97%
$20.41 - $23.25 $1.76M - $2.01M
419K $8.54M
TWLO
Twilio Inc

Communication Services
12.5K
+ 652.9%
$92.44 - $132.7 $1.15M - $1.66M
14.4K $1.44M
ADP
Automatic Data Processing Inc

Industrials
8.12K
+ 10.03%
$288.69 - $310.94 $2.34M - $2.52M
89K $26.1M
SPOT
Spotify Technology S.A.

Communication Services
1.77K
+ 188.38%
$620.01 - $738.53 $1.1M - $1.3M
2.71K $1.89M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15K
+ 143.94%
$70.77 - $73.59 $1.06M - $1.1M
25.4K $1.86M
SQ
Block, Inc.

Technology
19.4K
+ 11.35%
N/A
190K $10.9M
HCA
Hca Healthcare, Inc.

Healthcare
2.05K
+ 42.6%
$334.32 - $426.2 $687K - $875K
6.88K $2.93M
TRV
Travelers Companies, Inc.

Financial Services
3.01K
+ 15.95%
$250.62 - $279.43 $755K - $842K
21.9K $6.12M
F
Ford Motor CO

Consumer Cyclical
73.9K
+ 46.52%
$10.82 - $12.09 $800K - $893K
233K $2.78M
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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