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
PML
Pimco Municipal Income Fund Ii

Financial Services
24.6K
+ 197.7%
$7.11 - $7.91 $175K - $195K
37K $292K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.71K
+ 9.35%
$46.69 - $59.27 $79.7K - $101K
20K $1.06M
PCAR
Paccar Inc

Industrials
1.7K
+ 20.74%
$92.91 - $102.86 $158K - $175K
9.91K $974K
AVSC
American Centy ETF Tr Avantis
2.18K
+ 18.06%
$51.33 - $58.63 $112K - $128K
14.3K $816K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11.3K
+ 51.47%
$15.5 - $16.01 $175K - $181K
33.2K $527K
PPL
Ppl Corp

Utilities
3.95K
+ 33.08%
$33.54 - $37.24 $132K - $147K
15.9K $590K
KMB
Kimberly Clark Corp

Consumer Defensive
2.56K
+ 8.37%
$121.72 - $136.77 $311K - $349K
33.1K $4.11M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.45K
+ 28.58%
$29.8 - $32.29 $133K - $144K
20K $642K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
3.4K
+ 9.0%
$46.67 - $49.54 $158K - $168K
41.1K $2M
BXSL
Blackstone Secured Lending Fund

Financial Services
44K
+ 21.12%
$26.07 - $32.55 $1.15M - $1.43M
252K $6.58M
TGT
Target Corp

Consumer Defensive
11.4K
+ 11.95%
$86.56 - $107.43 $983K - $1.22M
106K $9.54M
BSMU
Invesco Exchange Self Ind Tr

ETFs
7.45K
+ 62.8%
$21.43 - $22.06 $160K - $164K
19.3K $423K
CCL
Carnival Corp

Consumer Cyclical
5.5K
+ 52.97%
$28.37 - $32.49 $156K - $179K
15.9K $458K
CTAS
Cintas Corp

Industrials
1.08K
+ 34.28%
$199.29 - $226.27 $216K - $245K
4.24K $870K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
428
+ 6.4%
$89.32 - $107.82 $38.2K - $46.1K
7.12K $767K
LEN
Lennar Corp

Consumer Cyclical
1.02K
+ 44.31%
$107.73 - $142.4 $110K - $145K
3.33K $419K
MCI
Barings Corporate Investors

Financial Services
9.42K
+ 20.76%
$20.28 - $22.87 $191K - $215K
54.8K $1.14M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
6.79K
+ 46.39%
$20.52 - $21.16 $139K - $144K
21.4K $450K
ATO
Atmos Energy Corp

Utilities
609
+ 22.71%
$151.51 - $170.75 $92.3K - $104K
3.29K $561K
RPM
Rpm International Inc

Basic Materials
1.1K
+ 54.17%
$110.07 - $128.23 $122K - $142K
3.14K $370K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
5.95K
+ 34.28%
$22.71 - $23.24 $135K - $138K
23.3K $538K
DAL
Delta Air Lines, Inc.

Industrials
655
+ 4.66%
$49.0 - $61.97 $32.1K - $40.6K
14.7K $834K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.94K
+ 48.73%
$23.12 - $23.59 $137K - $140K
18.1K $424K
CNI
Canadian National Railway CO

Industrials
3.15K
+ 19.56%
$92.01 - $106.6 $289K - $335K
19.2K $1.81M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.03K
+ 15.79%
$24.97 - $25.78 $126K - $130K
36.9K $945K
IGIC
International General Insurance Holdings Ltd.

Financial Services
7.02K
+ 23.78%
$23.09 - $25.26 $162K - $177K
36.6K $848K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.07K
+ 39.72%
$85.84 - $99.09 $177K - $205K
7.27K $637K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.91K
+ 10.0%
$26.71 - $26.81 $131K - $132K
54K $1.45M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.64K
+ 8.69%
$72.01 - $74.44 $118K - $122K
20.5K $1.51M
APO
Apollo Global Management, Inc.

Financial Services
1.54K
+ 17.9%
$131.55 - $156.05 $203K - $240K
10.1K $1.35M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.47K
+ 17.53%
$23.48 - $23.7 $128K - $130K
36.6K $865K
PWB
Invesco Exchange Traded Fd Tr

ETFs
125
+ 0.87%
$115.87 - $125.42 $14.5K - $15.7K
14.5K $1.82M
TPR
Tapestry, Inc.

Consumer Cyclical
101
+ 2.18%
$86.48 - $116.14 $8.73K - $11.7K
4.74K $536K
PAVE
Global X Fds Us Infrastructure

ETFs
2.12K
+ 32.14%
$44.02 - $47.63 $93.3K - $101K
8.71K $415K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
12K
+ 109.44%
$9.62 - $11.02 $116K - $133K
23K $233K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.34K
+ 4.49%
$41.22 - $43.5 $55.2K - $58.3K
31.2K $1.36M
CEG
Constellation Energy Corp

Utilities
295
+ 6.74%
$298.82 - $354.89 $88.2K - $105K
4.67K $1.54M
HL
Hecla Mining CO

Basic Materials
1.16K
+ 6.73%
$5.59 - $12.1 $6.48K - $14K
18.4K $222K
GBIL
Goldman Sachs Access Treasury

ETFs
1.16K
+ 11.44%
$99.82 - $100.23 $116K - $116K
11.3K $1.13M
IRM
Iron Mountain Inc

Real Estate
1.2K
+ 15.36%
$89.46 - $104.46 $107K - $125K
9.01K $918K
FNDA
Schwab Fundamental U S Small C

ETFs
1.7K
+ 6.64%
$28.75 - $31.93 $48.9K - $54.3K
27.3K $851K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
73
+ 1.49%
$225.11 - $247.9 $16.4K - $18.1K
4.98K $1.23M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
20.1K
+ 14.59%
$14.94 - $16.82 $301K - $339K
158K $2.36M
KNSL
Kinsale Capital Group, Inc.

Financial Services
585
+ 25.53%
$415.15 - $489.89 $243K - $287K
2.88K $1.22M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.3K
+ 3.37%
$20.77 - $21.32 $89.3K - $91.7K
132K $2.8M
ADT
Adt Inc.

Industrials
9.33K
+ 7.05%
$8.27 - $8.85 $77.2K - $82.6K
142K $1.23M
CHTR
Charter Communications, Inc.

Communication Services
920
+ 87.2%
$256.57 - $418.22 $236K - $385K
1.98K $543K
FXL
First Tr Exchange Traded Fd Fi

ETFs
425
+ 11.24%
$155.79 - $172.55 $66.2K - $73.3K
4.21K $706K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
18.6K
+ 96.26%
$4.36 - $5.16 $80.9K - $95.7K
37.8K $195K
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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