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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
467
+ 10.61%
$68.94 - $86.3 $32.2K - $40.3K
4.87K $420K
PAYC
Paycom Software, Inc.

Technology
921
+ 25.52%
$208.14 - $238.8 $192K - $220K
4.53K $942K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.16K
+ 21.12%
$24.69 - $25.26 $103K - $105K
23.9K $599K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
7.18K
+ 48.62%
$14.01 - $14.68 $101K - $105K
22K $315K
CPNG
Coupang, Inc.

Consumer Cyclical
434
+ 1.07%
$27.67 - $33.53 $12K - $14.6K
40.9K $1.32M
AON
Aon PLC

Financial Services
294
+ 8.92%
$350.91 - $375.27 $103K - $110K
3.59K $1.28M
RLI
Rli Corp

Financial Services
2.15K
+ 38.42%
$64.17 - $71.7 $138K - $154K
7.76K $505K
CSWI
Csw Industrials, Inc.

Industrials
38
+ 0.3%
$289.31 - $293.0 $11K - $11.1K
12.8K $3.76M
D
Dominion Energy, Inc

Utilities
173
+ 1.03%
$56.32 - $62.1 $9.74K - $10.7K
16.9K $1.03M
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.36K
+ 26.15%
$36.55 - $37.16 $86.3K - $87.7K
11.4K $422K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
930
+ 5.33%
$41.13 - $44.7 $38.3K - $41.6K
18.4K $822K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.31K
+ 8.73%
$23.43 - $23.88 $77.5K - $79K
41.2K $982K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
240
+ 3.97%
$131.47 - $143.64 $31.6K - $34.5K
6.28K $889K
CACC
Credit Acceptance Corp

Financial Services
315
+ 21.3%
$447.51 - $543.74 $141K - $171K
1.79K $837K
BMAR
Innovator U.S. Equity Buffer E

ETFs
730
+ 4.64%
$48.97 - $51.59 $35.7K - $37.7K
16.5K $848K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
2.6K
+ 2.36%
$20.24 - $21.27 $52.6K - $55.3K
113K $2.38M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
6.07K
+ 20.52%
$14.01 - $14.33 $85.1K - $87K
35.7K $499K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
703
+ 3.82%
$81.76 - $86.36 $57.5K - $60.7K
19.1K $1.62M
CSGP
Costar Group, Inc.

Real Estate
613
+ 12.18%
$81.42 - $96.83 $49.9K - $59.4K
5.65K $476K
OKTA
Okta, Inc.

Technology
7.55K
+ 10.07%
$88.51 - $101.1 $668K - $764K
82.5K $7.57M
EXC
Exelon Corp

Utilities
1.06K
+ 7.68%
$42.73 - $45.54 $45.1K - $48.1K
14.8K $666K
FNF
Fidelity National Financial, Inc.

Financial Services
159
+ 1.24%
$51.22 - $61.07 $8.14K - $9.71K
13K $783K
ORCC
Owl Rock Capital Corp

Financial Services
4.52K
+ 31.84%
N/A
18.7K $250K
PCEF
Invesco Cef Income Composite E

ETFs
2.71K
+ 22.23%
$19.5 - $20.24 $52.8K - $54.9K
14.9K $297K
VIS
Vanguard Industrial ETF

ETFs
118
+ 8.59%
$281.0 - $296.29 $33.2K - $35K
1.49K $442K
IFN
India Fund Inc

Financial Services
6.25K
+ 33.95%
$14.56 - $16.59 $90.9K - $104K
24.6K $361K
BLW
Blackrock LTD Duration Income Trust

Financial Services
4.28K
+ 20.18%
$14.0 - $14.26 $59.9K - $61K
25.5K $356K
A
Agilent Technologies, Inc.

Healthcare
106
+ 2.6%
$112.04 - $128.75 $11.9K - $13.6K
4.18K $536K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.22K
+ 13.78%
$23.46 - $23.77 $52.1K - $52.8K
18.3K $433K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
852
+ 12.52%
N/A
7.66K $495K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.24K
+ 0.65%
$23.13 - $23.54 $28.6K - $29.1K
190K $4.46M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.06K
+ 13.21%
$45.72 - $47.27 $48.5K - $50.2K
9.09K $426K
BMAY
Innovator U.S. Equity Buffer E

ETFs
529
+ 3.17%
$42.18 - $43.86 $22.3K - $23.2K
17.2K $755K
FXO
First Tr Exchange Traded Fd Fi

ETFs
625
+ 17.44%
$55.81 - $60.32 $34.9K - $37.7K
4.21K $249K
CWB
Spdr Bloomberg Convertible Sec

ETFs
248
+ 7.59%
$82.29 - $90.77 $20.4K - $22.5K
3.52K $318K
DMLP
Dorchester Minerals, L.P.

Energy
4.91K
+ 12.02%
$24.12 - $27.96 $118K - $137K
45.7K $1.18M
OUNZ
Van Eck Merk Gold Trust

ETFs
200
+ 2.65%
$31.49 - $37.19 $6.3K - $7.44K
7.76K $288K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
922
+ 19.63%
$45.6 - $46.92 $42K - $43.3K
5.62K $262K
AOR
Ishares Tr Core Growth Allocat

ETFs
151
+ 1.24%
$60.99 - $64.39 $9.21K - $9.72K
12.4K $795K
VOD
Vodafone Group Public LTD CO

Communication Services
2.97K
+ 29.66%
$10.67 - $12.06 $31.7K - $35.8K
13K $150K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
734
+ 6.52%
$49.05 - $49.99 $36K - $36.7K
12K $597K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
175
+ 8.03%
$121.46 - $130.92 $21.3K - $22.9K
2.36K $306K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.98K
+ 6.35%
$20.66 - $20.74 $41K - $41.1K
33.2K $687K
DLR
Digital Realty Trust, Inc.

Real Estate
293
+ 4.25%
$161.21 - $180.02 $47.2K - $52.7K
7.19K $1.24M
ICE
Intercontinental Exchange, Inc.

Financial Services
535
+ 15.58%
$167.28 - $188.45 $89.5K - $101K
3.97K $668K
HTGC
Hercules Capital, Inc.

Financial Services
980
+ 3.09%
$18.34 - $19.53 $18K - $19.1K
32.7K $618K
CRWS
Crown Crafts Inc

Consumer Cyclical
7.47K
+ 31.96%
N/A
30.8K $154K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
12
+ 0.06%
$31.31 - $34.54 $376 - $414
18.7K $628K
TRGP
Targa Resources Corp.

Energy
271
+ 22.42%
$160.52 - $174.4 $43.5K - $47.3K
1.48K $247K
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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