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
LNC
Lincoln National Corp

Financial Services
-17.7K
- 27.27%
$33.37 - $43.29 $591K - $767K
47.2K $1.9M
ADI
Analog Devices Inc

Technology
-1.7K
- 16.1%
$220.68 - $255.63 $374K - $434K
8.84K $2.17M
RIO
Rio Tinto PLC

Basic Materials
-6.1K
- 65.9%
$57.66 - $66.01 $352K - $403K
3.16K $208K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-24.4K
- 60.56%
$13.77 - $14.45 $336K - $352K
15.9K $229K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-17.2K
- 14.7%
$40.15 - $43.86 $690K - $753K
99.7K $4.36M
WING
Wingstop Inc.

Consumer Cyclical
-221
- 7.14%
$247.44 - $377.34 $54.7K - $83.4K
2.88K $723K
PSA
Public Storage

Real Estate
-924
- 9.14%
$271.94 - $298.09 $251K - $275K
9.19K $2.65M
BSM
Black Stone Minerals, L.P.

Energy
-24.1K
- 24.14%
$11.92 - $13.41 $287K - $323K
75.8K $995K
RSG
Republic Services, Inc.

Industrials
-893
- 19.16%
$225.33 - $246.01 $201K - $220K
3.77K $864K
AZN
Astrazeneca PLC

Healthcare
-5.59K
- 26.15%
$68.72 - $82.11 $384K - $459K
15.8K $1.21M
PRU
Prudential Financial Inc

Financial Services
-2.41K
- 30.44%
$100.68 - $109.89 $243K - $265K
5.51K $571K
MET
Metlife Inc

Financial Services
-3.72K
- 25.86%
$73.82 - $82.37 $275K - $306K
10.7K $878K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-25.9K
- 63.59%
$9.61 - $10.31 $248K - $267K
14.8K $142K
DVN
Devon Energy Corp

Energy
-9.27K
- 59.09%
$31.75 - $36.99 $294K - $343K
6.42K $225K
LEU
Centrus Energy Corp

Energy
-2K
- 72.43%
$166.58 - $315.62 $333K - $631K
761 $235K
DXCM
Dexcom Inc

Healthcare
-1.71K
- 22.13%
$66.46 - $89.53 $114K - $153K
6.01K $404K
KRG
Kite Realty Group Trust

Real Estate
-11.5K
- 43.28%
$20.94 - $23.26 $240K - $267K
15K $335K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.06K
- 46.92%
$233.75 - $266.89 $247K - $282K
1.2K $285K
SYY
Sysco Corp

Consumer Defensive
-4.89K
- 23.08%
$76.33 - $82.51 $373K - $403K
16.3K $1.34M
BSX
Boston Scientific Corp

Healthcare
-1.23K
- 8.61%
$97.03 - $108.14 $120K - $133K
13.1K $1.28M
PLD
Prologis, Inc.

Real Estate
-3.8K
- 19.65%
$104.08 - $115.35 $395K - $438K
15.5K $1.78M
TYL
Tyler Technologies Inc

Technology
-321
- 26.88%
$522.22 - $611.76 $168K - $196K
873 $456K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-3.88K
- 38.75%
$63.98 - $69.04 $248K - $268K
6.13K $408K
EFX
Equifax Inc

Industrials
-918
- 36.01%
$234.03 - $265.73 $215K - $244K
1.63K $418K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-9.84K
- 30.24%
$24.45 - $24.58 $241K - $242K
22.7K $556K
KR
Kroger CO

Consumer Defensive
-2.68K
- 19.52%
$64.52 - $74.35 $173K - $199K
11.1K $744K
DOW
Dow Inc.

Basic Materials
-3.96K
- 9.5%
$20.87 - $30.37 $82.6K - $120K
37.7K $865K
ETR
Entergy Corp

Utilities
-4.13K
- 28.02%
$80.93 - $93.55 $334K - $386K
10.6K $987K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.65K
- 16.64%
$43.36 - $44.8 $245K - $253K
28.3K $1.26M
WY
Weyerhaeuser CO

Real Estate
-7.84K
- 18.74%
$24.1 - $26.83 $189K - $210K
34K $843K
WSO
Watsco Inc

Industrials
-358
- 15.33%
$381.94 - $489.97 $137K - $175K
1.98K $799K
EXPD
Expeditors International Of Washington Inc

Industrials
-2.43K
- 30.54%
$111.37 - $124.95 $271K - $304K
5.53K $678K
SOXX
Ishares Semiconductor ETF

ETFs
-2.9K
- 16.75%
$236.93 - $271.12 $687K - $787K
14.4K $3.91M
ZTS
Zoetis Inc.

Healthcare
-856
- 8.51%
$141.13 - $159.19 $121K - $136K
9.2K $1.35M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.4K
- 25.13%
$85.61 - $93.54 $205K - $224K
7.15K $648K
VKTX
Viking Therapeutics, Inc.

Healthcare
-7.72K
- 39.01%
$23.09 - $42.09 $178K - $325K
12.1K $308K
FSK
Fs Kkr Capital Corp

Financial Services
-2.93K
- 9.93%
$14.93 - $22.48 $43.7K - $65.9K
26.6K $396K
BA
Boeing CO

Industrials
-2.81K
- 4.47%
$209.79 - $237.38 $589K - $666K
59.9K $12.9M
PEG
Public Service Enterprise Group Inc

Utilities
-2.3K
- 10.03%
$79.99 - $90.14 $184K - $207K
20.6K $1.72M
TCBI
Texas Capital Bancshares Inc

Financial Services
-3.6K
- 19.1%
$79.46 - $89.73 $286K - $323K
15.2K $1.29M
WAT
Waters Corp

Healthcare
-490
- 41.35%
$277.72 - $357.04 $136K - $175K
695 $208K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-36.9K
- 21.13%
$30.06 - $36.69 $1.11M - $1.36M
138K $5.06M
IOT
Samsara Inc.

Technology
-4.37K
- 32.08%
$32.22 - $42.09 $141K - $184K
9.25K $344K
APH
Amphenol Corp

Technology
-7.15K
- 25.93%
$97.39 - $125.4 $696K - $896K
20.4K $2.53M
VFH
Vanguard Financial ETF

ETFs
-2.11K
- 9.94%
$125.23 - $132.78 $265K - $281K
19.2K $2.51M
EWJ
Ishares Msci Japan ETF

ETFs
-2.79K
- 47.22%
$71.69 - $81.49 $200K - $227K
3.12K $250K
CME
Cme Group Inc.

Financial Services
-650
- 21.54%
$258.83 - $287.1 $168K - $187K
2.37K $639K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
-15K
- 37.5%
$11.79 - $12.45 $177K - $187K
25K $294K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-6K
- 32.52%
$34.26 - $35.77 $206K - $215K
12.5K $445K
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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