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
AME
Ametek Inc

Industrials
1.7K
+ 91.03%
$176.44 - $192.03 $299K - $325K
3.56K $668K
ZS
Zscaler, Inc.

Technology
1.98K
+ 10.61%
$267.68 - $316.5 $530K - $626K
20.6K $6.18M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.89K
+ 21.04%
$51.78 - $57.89 $201K - $225K
22.3K $1.29M
ROK
Rockwell Automation, Inc

Industrials
812
+ 36.71%
$328.67 - $358.52 $267K - $291K
3.02K $1.06M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 16.34%
$108.47 - $114.7 $241K - $254K
15.8K $1.81M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.28K
+ 8.99%
$69.62 - $73.99 $228K - $242K
39.7K $2.86M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.13K
+ 30.56%
$31.79 - $33.42 $259K - $272K
34.7K $1.16M
TRIN
Trinity Capital Inc.

Financial Services
15.4K
+ 29.46%
$14.03 - $16.47 $217K - $254K
67.8K $1.05M
CMCSA
Comcast Corp

Communication Services
19.3K
+ 28.01%
$31.41 - $36.33 $605K - $700K
88K $2.77M
LVS
Las Vegas Sands Corp

Consumer Cyclical
2.54K
+ 14.89%
$47.38 - $57.71 $120K - $147K
19.6K $1.05M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.83K
+ 41.71%
$87.69 - $96.0 $248K - $271K
9.6K $905K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.52K
+ 7.12%
N/A
52.9K $4.54M
ITA
Ishares Tr

ETFs
802
+ 12.68%
$184.73 - $209.26 $148K - $168K
7.13K $1.49M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.58K
+ 39.92%
$33.26 - $34.01 $285K - $292K
30.1K $1.02M
SONY
Sony Group Corp

Technology
8.16K
+ 35.99%
$23.92 - $30.07 $195K - $245K
30.8K $887K
WRB
Berkley W R Corp

Financial Services
2.88K
+ 12.65%
$67.78 - $76.62 $195K - $221K
25.7K $1.97M
PDI
Pimco Dynamic Income Fund

Financial Services
13.7K
+ 106.55%
$18.85 - $20.07 $258K - $274K
26.5K $524K
KKR
Kkr & Co. Inc.

Financial Services
2.4K
+ 23.48%
$129.95 - $152.16 $312K - $365K
12.6K $1.64M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.02K
+ 70.37%
$332.69 - $399.0 $340K - $407K
2.47K $822K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
4.07K
+ 10.43%
$46.09 - $49.41 $188K - $201K
43.1K $2.13M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.89K
+ 71.44%
$59.29 - $62.87 $290K - $307K
11.7K $704K
ABC
Amerisourcebergen Corp

Healthcare
1.48K
+ 74.67%
N/A
3.46K $639K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.41K
+ 59.96%
$127.59 - $152.81 $180K - $215K
3.76K $572K
IDV
Ishares Tr

ETFs
3.85K
+ 6.0%
$34.54 - $37.28 $133K - $143K
68K $2.49M
IWS
Ishares Russell Midcap Value E

ETFs
1.33K
+ 11.98%
$132.83 - $140.61 $177K - $187K
12.4K $1.74M
CHK
Chesapeake Energy Corp

Energy
3.06K
+ 46.79%
N/A
9.58K $821K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.05K
+ 35.93%
$265.78 - $299.3 $280K - $315K
3.98K $1.09M
EEMV
Ishares Msci Emerging Markets

ETFs
3.96K
+ 63.89%
$61.94 - $64.63 $245K - $256K
10.2K $648K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
+ 44.44%
$187.97 - $199.47 $212K - $225K
3.67K $731K
PWR
Quanta Services, Inc.

Industrials
468
+ 29.55%
$372.29 - $421.68 $174K - $197K
2.05K $850K
FTCS
First Trust Capital Strength E

ETFs
2.15K
+ 12.16%
$89.72 - $93.74 $192K - $201K
19.8K $1.85M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.62K
+ 3.07%
$25.24 - $25.56 $218K - $220K
289K $7.38M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.52K
+ 18.81%
$122.57 - $132.57 $186K - $201K
9.57K $1.24M
S
Sentinel One, Inc.

Technology
23.8K
+ 8.71%
$15.81 - $19.78 $376K - $470K
297K $5.22M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.26K
+ 39.55%
$87.07 - $93.06 $196K - $210K
7.96K $728K
MSCI
Msci Inc.

Financial Services
422
+ 46.94%
$526.48 - $588.0 $222K - $248K
1.32K $749K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.11K
+ 12.47%
$126.64 - $135.65 $141K - $151K
10K $1.36M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12.8K
+ 111.24%
$13.29 - $16.05 $170K - $205K
24.3K $387K
MPLX
Mplx LP

Energy
4.7K
+ 99.32%
$49.42 - $52.71 $232K - $248K
9.43K $471K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
14K
+ 62.72%
$11.64 - $15.79 $163K - $221K
36.3K $533K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.81K
+ 18.68%
$91.28 - $97.59 $165K - $176K
11.5K $1.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
993
+ 6.43%
$69.9 - $78.26 $69.4K - $77.7K
16.4K $1.28M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
8.92K
+ 59.52%
$24.03 - $24.57 $214K - $219K
23.9K $583K
DNOW
Now Inc.

Energy
13.3K
+ 38.77%
$13.65 - $16.2 $182K - $216K
47.7K $727K
FBT
First Trust Nyse Arca Biotechn

ETFs
501
+ 7.08%
$159.46 - $180.52 $79.9K - $90.4K
7.58K $1.36M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.6K
+ 65.92%
$19.49 - $19.61 $207K - $209K
26.8K $523K
BALT
Innovator Etfs Tr
5.09K
+ 9.28%
$32.11 - $32.82 $163K - $167K
59.9K $1.97M
OXY
Occidental Petroleum Corp

Energy
1.67K
+ 6.83%
$42.54 - $48.1 $70.9K - $80.2K
26.1K $1.23M
OEF
Ishares S&P 100 ETF

ETFs
766
+ 14.0%
N/A
6.24K $1.66M
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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