Beacon Pointe Advisors, LLC New Holdings in Q3 2025

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
1.1M
New
$101.2 - $109.16 $111M - $120M
1.1M $120M
AVDE
American Centy ETF Tr Avantis

ETFs
926K
New
$73.24 - $79.04 $67.8M - $73.2M
926K $73M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
192K
New
$100.37 - $100.74 $19.3M - $19.3M
192K $19.3M
SHV
Ishares Tr

ETFs
134K
New
$110.06 - $110.49 $14.7M - $14.8M
134K $14.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
546K
New
$25.21 - $25.99 $13.8M - $14.2M
546K $14.1M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
155K
New
$68.27 - $75.58 $10.6M - $11.7M
155K $11.5M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
246K
New
$41.64 - $45.4 $10.2M - $11.2M
246K $11.2M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
2.07M
New
$4.97 - $5.68 $10.3M - $11.8M
2.07M $11.2M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
283K
New
$35.41 - $38.93 $10M - $11M
283K $11M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
429K
New
$24.87 - $25.69 $10.7M - $11M
429K $10.9M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
152K
New
$51.16 - $55.21 $7.77M - $8.39M
152K $8.39M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
343K
New
$23.54 - $23.97 $8.07M - $8.22M
343K $8.21M
IEF
Ishares Barclays

ETFs
72.5K
New
$93.91 - $97.26 $6.8M - $7.05M
72.5K $6.99M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
311K
New
$20.34 - $21.61 $6.33M - $6.72M
311K $6.7M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
139K
New
$36.73 - $38.68 $5.11M - $5.39M
139K $5.39M
MBB
Ishares Tr

ETFs
50.1K
New
$92.46 - $95.73 $4.63M - $4.79M
50.1K $4.77M
SPTS
Spdr Portfolio Short Term Trea

ETFs
156K
New
$29.12 - $29.34 $4.53M - $4.57M
156K $4.56M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
59.3K
New
$73.76 - $76.98 $4.37M - $4.56M
59.3K $4.52M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
44.8K
New
$64.22 - $99.03 $2.88M - $4.43M
44.8K $4.43M
CMTL
Comtech Telecommunications Corp

Technology
1.57M
New
$1.92 - $2.88 $3.01M - $4.52M
1.57M $3.97M
MAIN
Main Street Capital Corp

Financial Services
55.7K
New
$59.28 - $67.54 $3.3M - $3.76M
55.7K $3.54M
HTH
Hilltop Holdings Inc.

Financial Services
97K
New
$29.57 - $35.74 $2.87M - $3.47M
97K $3.24M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
74.3K
New
$39.58 - $40.74 $2.94M - $3.03M
74.3K $3.01M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
32.1K
New
$67.16 - $93.48 $2.16M - $3M
32.1K $2.99M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
80.3K
New
$33.78 - $36.74 $2.71M - $2.95M
80.3K $2.93M
MDB
Mongo Db, Inc.

Technology
9.34K
New
$201.0 - $334.87 $1.88M - $3.13M
9.34K $2.9M
EMB
Ishares Tr

ETFs
27K
New
$91.52 - $95.59 $2.47M - $2.58M
27K $2.57M
FTGC
First Trust Global Tactical CO

ETFs
92.8K
New
$24.67 - $26.32 $2.29M - $2.44M
92.8K $2.4M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
64.8K
New
$29.81 - $34.07 $1.93M - $2.21M
64.8K $2.13M
XSMO
Invesco S&P Smallcap Momentum

ETFs
28.5K
New
$67.1 - $74.29 $1.91M - $2.12M
28.5K $2.1M
AVRE
American Centy ETF Tr Avantis
46.1K
New
$43.53 - $45.34 $2.01M - $2.09M
46.1K $2.05M
USXF
Ishares Esg Advanced Msci Usa

Technology
32.4K
New
$53.69 - $57.31 $1.74M - $1.86M
32.4K $1.86M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.7K
New
$84.28 - $89.46 $1.57M - $1.67M
18.7K $1.66M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
39.2K
New
$38.1 - $40.7 $1.49M - $1.6M
39.2K $1.55M
FIW
First Trust Water ETF

ETFs
13.1K
New
$107.54 - $115.08 $1.41M - $1.51M
13.1K $1.47M
KIND
Nextdoor Holdings, Inc.

Communication Services
682K
New
$1.58 - $2.31 $1.08M - $1.58M
682K $1.43M
WES
Western Midstream Partners, LP

Energy
34.9K
New
$37.5 - $41.18 $1.31M - $1.44M
34.9K $1.37M
QDPL
Pacer Fds Tr Metaurus Us Large
32K
New
$39.4 - $42.1 $1.26M - $1.35M
32K $1.34M
ENVX
Enovix Corp

Industrials
130K
New
$8.0 - $15.93 $1.04M - $2.07M
130K $1.3M
DASH
Door Dash, Inc.

Communication Services
4.63K
New
$234.5 - $272.5 $1.09M - $1.26M
4.63K $1.26M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
17.7K
New
$68.93 - $83.01 $1.22M - $1.47M
17.7K $1.24M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.2K
New
$55.15 - $58.11 $1.17M - $1.23M
21.2K $1.22M
TPB
Turning Point Brands, Inc.

Consumer Defensive
12.2K
New
$71.37 - $102.95 $868K - $1.25M
12.2K $1.2M
IXN
Ishares Global Information Tec

ETFs
10.6K
New
$91.28 - $103.32 $970K - $1.1M
10.6K $1.1M
BEN
Franklin Resources Inc

Financial Services
47K
New
$23.13 - $26.03 $1.09M - $1.22M
47K $1.09M
FLGB
Franklin Templeton ETF Tr

ETFs
33.7K
New
$30.37 - $32.35 $1.02M - $1.09M
33.7K $1.09M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
78.7K
New
$11.62 - $13.82 $915K - $1.09M
78.7K $1.06M
VCR
Vanguard Consumer Discretionar

ETFs
2.65K
New
$359.61 - $401.35 $954K - $1.07M
2.65K $1.05M
PCT
Pure Cycle Technologies, Inc.

Industrials
79.4K
New
$12.21 - $16.92 $969K - $1.34M
79.4K $1.04M
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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