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
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
6.01K
New
$37.4 - $39.31 $225K - $236K
6.01K $236K
JIG
J P Morgan Exchange Traded Fd

ETFs
3.01K
New
$69.55 - $75.34 $209K - $226K
3.01K $226K
BWA
Borgwarner Inc

Consumer Cyclical
5.11K
New
$34.53 - $44.44 $176K - $227K
5.11K $224K
EQX
Equinox Gold Corp.

Basic Materials
20K
New
$5.78 - $11.34 $116K - $227K
20K $224K
IRBO
Ishares Robotics & Artificial

ETFs
6.98K
New
N/A
6.98K $224K
CX
Cemex Sab De Cv

Basic Materials
25K
New
$7.1 - $9.55 $178K - $239K
25K $224K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
4.26K
New
$49.34 - $53.96 $210K - $230K
4.26K $223K
MGEE
Mge Energy Inc

Utilities
2.65K
New
$83.0 - $90.05 $220K - $239K
2.65K $223K
AOA
Ishares Tr Core Aggressive All

ETFs
2.53K
New
$82.71 - $88.14 $209K - $223K
2.53K $222K
JFR
Nuveen Floating Rate Income Fund

Financial Services
26.9K
New
$8.07 - $8.58 $217K - $231K
26.9K $219K
CVE
Cenovus Energy Inc.

Energy
12.6K
New
$13.87 - $17.81 $175K - $224K
12.6K $213K
CQP
Cheniere Energy Partners, L.P.

Energy
3.89K
New
$51.57 - $57.73 $201K - $225K
3.89K $209K
VPN
Global X Fds Data Ctr Reits &

ETFs
13K
New
N/A
13K $207K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.73K
New
$117.65 - $120.08 $203K - $207K
1.73K $206K
STWD
Starwood Property Trust, Inc.

Real Estate
10.5K
New
$19.37 - $20.97 $203K - $220K
10.5K $203K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.88K
New
$67.48 - $71.55 $194K - $206K
2.88K $203K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.1K
New
$22.19 - $22.44 $202K - $204K
9.1K $203K
PRI
Primerica, Inc.

Financial Services
722
New
$255.46 - $285.58 $184K - $206K
722 $200K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
New
$19.61 - $19.79 $199K - $201K
10.1K $199K
BSCU
Invesco Exc Self Ind Tr

ETFs
11.5K
New
$16.67 - $17.03 $192K - $196K
11.5K $194K
OCFC
Oceanfirst Financial Corp

Financial Services
11K
New
$16.32 - $19.01 $180K - $209K
11K $193K
KEY
Keycorp

Financial Services
10.2K
New
$17.37 - $19.39 $177K - $197K
10.2K $189K
FNB
Fnb Corp

Financial Services
11.1K
New
$14.75 - $16.79 $163K - $186K
11.1K $178K
HBAN
Huntington Bancshares Inc

Financial Services
10.1K
New
$15.87 - $17.88 $160K - $180K
10.1K $173K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
19.6K
New
$8.41 - $8.94 $165K - $176K
19.6K $171K
MGTX
Meira G Tx Holdings PLC

Healthcare
20.8K
New
$6.4 - $8.89 $133K - $185K
20.8K $170K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.1K
New
$14.53 - $17.13 $147K - $173K
10.1K $169K
MFG
Mizuho Financial Group Inc

Financial Services
25.2K
New
$5.42 - $6.85 $137K - $173K
25.2K $168K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
34.1K
New
$2.4 - $5.57 $81.9K - $190K
34.1K $163K
BATT
Amplify Lithium & Battery Tech

ETFs
11.9K
New
$9.31 - $12.99 $111K - $154K
11.9K $154K
ROLL
Rbc Bearings Inc

Industrials
624
New
N/A
624 $153K
BTG
B2 Gold Corp

Basic Materials
28.9K
New
$3.32 - $4.96 $95.9K - $143K
28.9K $142K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.3K
New
$11.55 - $12.56 $118K - $129K
10.3K $128K
HLMN
Hillman Solutions Corp.

Industrials
12.6K
New
$7.39 - $10.35 $93.1K - $130K
12.6K $115K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.1K
New
$8.55 - $9.1 $104K - $110K
12.1K $110K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
16.9K
New
$5.79 - $5.98 $97.6K - $101K
16.9K $97K
EB
Eventbrite, Inc.

Technology
35.4K
New
$2.21 - $3.1 $78.3K - $110K
35.4K $89K
SB
Safe Bulkers, Inc.

Industrials
11.7K
New
$3.64 - $4.68 $42.7K - $54.9K
11.7K $52K
LYL
Dragon Victory International LTD

Communication Services
48.7K
New
N/A
48.7K $40K
NTES
Net Ease, Inc.

Communication Services
259
New
$127.31 - $159.34 $33K - $41.3K
259 $39K
CVV
Cvd Equipment Corp

Industrials
11.1K
New
$2.78 - $4.14 $30.9K - $45.9K
11.1K $36K
TQQQ
Proshares Ultrapro Qqq

ETFs
256
New
$80.89 - $104.72 $20.7K - $26.8K
256 $26K
Super Micro Computer Inc
5.82K
New
N/A
5.82K $0
Penguin Solutions Inc
12.1K
New
N/A
12.1K $0
Advisors Inner Circle Fd Ii
47.1K
New
N/A
47.1K $0
Southstate Bk Corp
24.2K
New
N/A
24.2K $0
Amplify ETF Tr
10.8K
New
N/A
10.8K $0
BHRB
Burke Herbert Finl Svcs Corp C
5.76K
New
N/A
5.76K $0
Viper Energy Inc
166K
New
N/A
166K $0
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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