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
MPC
Marathon Petroleum Corp

Energy
2.09K
+ 33.13%
$158.59 - $198.69 $332K - $415K
8.4K $1.62M
HOOD
Robinhood Markets, Inc.

Technology
1.14K
+ 14.14%
$91.27 - $143.18 $104K - $163K
9.21K $1.32M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.01K
+ 186.35%
$79.39 - $90.39 $477K - $543K
9.23K $818K
WEC
Wec Energy Group, Inc.

Utilities
3.56K
+ 26.78%
$103.66 - $114.59 $369K - $408K
16.9K $1.93M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
488
+ 7.11%
$103.83 - $179.9 $50.7K - $87.8K
7.36K $1.31M
TD
Toronto Dominion Bank

Financial Services
6.18K
+ 109.99%
$72.55 - $79.95 $448K - $494K
11.8K $942K
REET
Ishares Global Reit ETF

ETFs
20.1K
+ 105.75%
$24.45 - $25.91 $491K - $520K
39.1K $998K
BK
Bank Of New York Mellon Corp

Financial Services
2.63K
+ 19.35%
$90.65 - $109.75 $238K - $288K
16.2K $1.77M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.1K
+ 128.48%
$47.96 - $50.54 $483K - $509K
17.9K $905K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.6K
+ 134.98%
$128.6 - $136.01 $463K - $490K
6.27K $847K
ACWI
Ishares Msci Acwi ETF

ETFs
3.23K
+ 62.1%
$128.32 - $138.41 $414K - $447K
8.42K $1.16M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
5.96K
+ 3.17%
$68.58 - $69.85 $409K - $416K
194K $13.5M
JCI
Johnson Controls International PLC

Industrials
4.07K
+ 67.36%
$103.24 - $111.73 $420K - $454K
10.1K $1.11M
XEL
Xcel Energy Inc

Utilities
2.45K
+ 11.33%
$67.56 - $80.65 $166K - $198K
24.1K $1.94M
CRSP
Crispr Therapeutics Ag

Healthcare
5.38K
+ 72.25%
$48.51 - $68.14 $261K - $367K
12.8K $831K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.06K
+ 35.2%
$94.17 - $99.95 $383K - $406K
15.6K $1.56M
BOCT
Innovator U.S. Equity Buffer E

ETFs
7.65K
+ 23.36%
$45.37 - $48.42 $347K - $370K
40.4K $1.96M
SNPS
Synopsys Inc

Technology
1K
+ 70.22%
$387.78 - $645.35 $388K - $645K
2.42K $1.2M
MELI
Mercadolibre Inc

Consumer Cyclical
238
+ 68.39%
$2292.04 - $2514.05 $546K - $598K
586 $1.37M
PSX
Phillips 66

Energy
10
+ 0.04%
$118.37 - $139.46 $1.18K - $1.39K
27.4K $3.73M
IYH
Ishares Tr

ETFs
7.31K
+ 61.48%
$54.36 - $58.96 $397K - $431K
19.2K $1.13M
BSEP
Innovator U.S. Equity Buffer E

ETFs
8.1K
+ 44.67%
$45.13 - $48.29 $366K - $391K
26.2K $1.27M
URI
United Rentals, Inc.

Industrials
233
+ 21.34%
$774.14 - $975.23 $180K - $227K
1.33K $1.26M
VHT
Vanguard Health Care ETF

ETFs
1.31K
+ 15.01%
$239.12 - $259.95 $313K - $341K
10K $2.61M
DHS
Wisdomtree Tr U.S

ETFs
4.05K
+ 83.59%
$96.42 - $101.82 $391K - $412K
8.9K $896K
AIG
American International Group, Inc.

Financial Services
6.13K
+ 69.15%
$76.34 - $85.87 $468K - $526K
15K $1.18M
IOO
Ishares Tr Global 100 ETF

ETFs
3.04K
+ 71.85%
$107.55 - $120.01 $327K - $365K
7.28K $873K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.27K
+ 8.84%
$61.93 - $68.12 $202K - $222K
40.2K $2.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.74K
+ 99.74%
$62.54 - $68.42 $359K - $393K
11.5K $776K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.24K
+ 37.31%
$90.83 - $93.81 $385K - $398K
15.6K $1.46M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.97K
+ 20.07%
$71.86 - $87.45 $213K - $259K
17.7K $1.48M
WMB
Williams Companies, Inc.

Energy
4.89K
+ 2.91%
$56.52 - $64.01 $277K - $313K
173K $10.9M
EMR
Emerson Electric CO

Industrials
4.4K
+ 5.32%
$128.6 - $149.63 $565K - $658K
87.1K $11.4M
LNT
Alliant Energy Corp

Utilities
4.96K
+ 81.63%
$60.76 - $67.41 $301K - $334K
11K $743K
TMUS
T Mobile Us, Inc.

Communication Services
1.55K
+ 37.17%
$226.02 - $259.01 $350K - $401K
5.72K $1.37M
DDOG
Datadog, Inc.

Technology
2.47K
+ 84.8%
$124.52 - $155.15 $307K - $383K
5.37K $765K
RDVY
First Trust Rising Dividend Ac

ETFs
4.22K
+ 21.42%
$62.38 - $67.29 $263K - $284K
23.9K $1.61M
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
ICLN
Ishares

ETFs
7.04K
+ 6.51%
$13.22 - $15.48 $93K - $109K
115K $1.78M
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
LYB
Lyondell Basell Industries N.V.

Basic Materials
22.5K
+ 26.25%
$48.34 - $67.22 $1.09M - $1.51M
108K $5.3M
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
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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