Beacon Pointe Advisors, LLC Reduced Holdings in Q3 2025

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-9.06K
- 17.67%
$410.74 - $499.21 $3.72M - $4.52M
42.2K $21.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-45.2K
- 30.35%
$66.38 - $71.68 $3M - $3.24M
104K $7.4M
VONE
Vanguard Russell 1000 ETF

ETFs
-16.7K
- 14.62%
$280.68 - $303.97 $4.69M - $5.08M
97.5K $29.5M
MUB
Ishares National Muni Bond ETF

ETFs
-35.5K
- 5.71%
$103.24 - $106.68 $3.67M - $3.79M
587K $62.5M
SBUX
Starbucks Corp

Consumer Cyclical
-22.5K
- 25.56%
$81.9 - $96.86 $1.84M - $2.18M
65.4K $5.53M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-34.5K
- 73.07%
$57.1 - $70.52 $1.97M - $2.43M
12.7K $757K
AMGN
Amgen Inc

Healthcare
-9.38K
- 10.66%
$271.18 - $309.22 $2.54M - $2.9M
78.6K $22.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-47.6K
- 76.8%
$46.51 - $50.07 $2.21M - $2.38M
14.4K $674K
EOG
Eog Resources Inc

Energy
-17.4K
- 36.91%
$112.12 - $126.1 $1.95M - $2.19M
29.7K $3.34M
VOE
Vanguard Mid Cap Value Index F

ETFs
-21.5K
- 14.44%
$164.63 - $174.58 $3.54M - $3.75M
127K $22.2M
AMT
American Tower Corp

Real Estate
-7.86K
- 38.83%
$192.32 - $232.35 $1.51M - $1.83M
12.4K $2.38M
RACE
Ferrari N.V.

Consumer Cyclical
-4.19K
- 73.86%
$436.24 - $517.65 $1.83M - $2.17M
1.48K $719K
ROBO
Robo Global Robotics And Autom

ETFs
-34.9K
- 87.26%
$59.49 - $67.23 $2.08M - $2.35M
5.1K $334K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-93.6K
- 16.0%
$42.67 - $46.91 $3.99M - $4.39M
491K $23M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.75K
- 17.13%
$366.54 - $479.53 $1.01M - $1.32M
13.3K $5.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
-8.18K
- 69.56%
$184.73 - $220.27 $1.51M - $1.8M
3.58K $681K
LLY
Eli Lilly & CO

Healthcare
-1.42K
- 3.13%
$625.65 - $812.69 $885K - $1.15M
43.8K $33.4M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-44.1K
- 38.61%
$41.18 - $42.48 $1.82M - $1.87M
70.1K $2.96M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-27.5K
- 55.77%
$65.41 - $69.67 $1.8M - $1.91M
21.8K $1.52M
CI
Cigna Corp

Healthcare
-862
- 2.35%
$262.23 - $334.39 $226K - $288K
35.9K $10.3M
BX
Blackstone Inc.

Financial Services
-16.9K
- 32.72%
$152.77 - $188.68 $2.59M - $3.19M
34.8K $5.95M
NRG
Nrg Energy, Inc.

Utilities
-11.1K
- 89.23%
$144.77 - $173.91 $1.61M - $1.93M
1.34K $217K
PANW
Palo Alto Networks Inc

Technology
-7.73K
- 3.86%
$167.06 - $208.19 $1.29M - $1.61M
193K $39.2M
FDX
Fedex Corp

Industrials
-8.17K
- 45.07%
$217.1 - $243.2 $1.77M - $1.99M
9.96K $2.35M
CMF
Ishares California Muni Bond E

ETFs
-33.2K
- 29.82%
$55.16 - $57.13 $1.83M - $1.89M
78K $4.45M
UL
Unilever PLC

Consumer Defensive
-25.6K
- 23.39%
$58.43 - $65.01 $1.5M - $1.66M
83.9K $4.97M
DE
Deere & CO

Industrials
-1.7K
- 9.52%
$457.26 - $524.37 $777K - $891K
16.2K $7.39M
NKE
Nike, Inc.

Consumer Cyclical
-22.5K
- 24.98%
$69.24 - $79.24 $1.56M - $1.79M
67.7K $4.72M
DUK
Duke Energy Corp

Utilities
-16.1K
- 29.9%
$116.31 - $125.93 $1.87M - $2.03M
37.7K $4.67M
ISRG
Intuitive Surgical Inc

Healthcare
-2.43K
- 39.21%
$433.66 - $544.47 $1.05M - $1.32M
3.76K $1.68M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-49.5K
- 28.07%
$37.99 - $39.69 $1.88M - $1.96M
127K $5.03M
KO
Coca Cola CO

Consumer Defensive
-5.62K
- 2.0%
$65.67 - $71.67 $369K - $403K
276K $18.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.73K
- 1.36%
$211.65 - $238.24 $1.64M - $1.84M
563K $124M
HYG
Ishares Tr

ETFs
-19.5K
- 38.74%
$79.85 - $81.32 $1.56M - $1.59M
30.9K $2.51M
QCOM
Qualcomm Inc

Technology
-13.8K
- 12.33%
$145.84 - $173.55 $2.01M - $2.4M
98.2K $16.3M
NVO
Novo Nordisk A S

Healthcare
-16.3K
- 39.14%
$45.38 - $71.7 $741K - $1.17M
25.4K $1.41M
CCI
Crown Castle International Corp

Real Estate
-13.8K
- 69.56%
$92.96 - $113.91 $1.28M - $1.57M
6.05K $583K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-12.2K
- 10.48%
$339.37 - $366.46 $4.14M - $4.47M
104K $38.1M
GTLB
Gitlab Inc.

Technology
-31.9K
- 61.36%
$38.82 - $50.43 $1.24M - $1.61M
20.1K $905K
RWO
Spdr Dow Jones Global Real Est

ETFs
-33.2K
- 52.74%
$43.53 - $46.27 $1.44M - $1.53M
29.7K $1.36M
COP
Conocophillips

Energy
-18.1K
- 28.85%
$91.0 - $98.99 $1.65M - $1.79M
44.6K $4.22M
SOFI
So Fi Technologies, Inc.

Financial Services
-85.7K
- 79.49%
$17.64 - $29.81 $1.51M - $2.55M
22.1K $584K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-38.2K
- 27.51%
$39.79 - $41.15 $1.52M - $1.57M
101K $4.14M
BMY
Bristol Myers Squibb CO

Healthcare
-25.1K
- 12.62%
$43.31 - $48.98 $1.09M - $1.23M
174K $7.85M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-33.4K
- 62.86%
$42.04 - $45.23 $1.4M - $1.51M
19.7K $891K
VRSK
Verisk Analytics, Inc.

Industrials
-136
- 0.63%
$242.3 - $312.95 $33K - $42.6K
21.4K $5.39M
ADBE
Adobe Inc.

Technology
-2.06K
- 12.13%
$333.65 - $392.1 $688K - $809K
14.9K $5.27M
ETN
Eaton Corp PLC

Industrials
-4.26K
- 23.88%
$342.99 - $392.76 $1.46M - $1.67M
13.6K $5.08M
TT
Trane Technologies PLC

Industrials
-2.61K
- 35.36%
$398.96 - $472.54 $1.04M - $1.23M
4.77K $2.01M
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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