Beacon Pointe Advisors, LLC Sells in Q3 2025

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBAC
Sba Communications Corp

Real Estate
-4.85K
- 75.72%
$191.35 - $239.35 $929K - $1.16M
1.56K $300K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.43K
- 28.85%
$275.84 - $326.36 $2.05M - $2.42M
18.3K $5.98M
RY
Royal Bank Of Canada

Financial Services
-9.25K
- 86.05%
$128.46 - $148.6 $1.19M - $1.37M
1.5K $220K
MEDP
Medpace Holdings, Inc.

Healthcare
-5.47K
- 67.48%
$308.88 - $514.16 $1.69M - $2.81M
2.64K $1.36M
GII
Spdr S&P Global Infrasture ETF

ETFs
-19.4K
- 27.06%
$66.35 - $69.9 $1.29M - $1.35M
52.2K $3.63M
VONV
Vanguard Russell 1000 Value Et

ETFs
-22.6K
- 11.21%
$84.55 - $89.54 $1.91M - $2.03M
179K $16M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-37.1K
- 24.79%
$38.52 - $41.26 $1.43M - $1.53M
112K $4.63M
CBRE
Cbre Group, Inc.

Real Estate
-8.47K
- 80.94%
$137.04 - $165.9 $1.16M - $1.41M
1.99K $314K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-14.8K
- 40.34%
$82.96 - $95.7 $1.23M - $1.42M
21.9K $1.97M
DTH
Wisdomtree Tr

ETFs
-32.5K
- 20.15%
$46.13 - $49.9 $1.5M - $1.62M
129K $6.33M
SO
Southern CO

Utilities
-14.4K
- 16.2%
$90.83 - $96.0 $1.3M - $1.38M
74.3K $7.04M
MA
Mastercard Inc

Financial Services
-2.4K
- 5.32%
$550.18 - $598.96 $1.32M - $1.44M
42.8K $24.3M
RTX
Raytheon Technologies Corp

Industrials
-30.3K
- 16.07%
$144.19 - $167.33 $4.37M - $5.07M
158K $26.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-23.6K
- 66.08%
$42.75 - $43.37 $1.01M - $1.02M
12.1K $524K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-19.4K
- 21.04%
$53.57 - $54.48 $1.04M - $1.05M
72.6K $3.93M
NOW
Service Now, Inc.

Technology
-446
- 8.08%
$850.86 - $1044.69 $379K - $466K
5.07K $4.67M
FCX
Freeport Mcmoran Inc

Basic Materials
-14.5K
- 13.74%
$35.34 - $47.21 $512K - $684K
91K $3.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.62K
- 15.35%
$236.25 - $257.69 $1.56M - $1.71M
36.5K $9.36M
FE
Firstenergy Corp

Utilities
-25.6K
- 81.34%
$39.76 - $45.82 $1.02M - $1.17M
5.87K $269K
WFC
Wells Fargo & Company

Financial Services
-29.7K
- 7.34%
$77.05 - $85.16 $2.29M - $2.53M
375K $31.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.8K
- 9.29%
$91.44 - $91.77 $985K - $988K
105K $9.64M
AXP
American Express CO

Financial Services
-6.03K
- 7.77%
$294.27 - $342.31 $1.77M - $2.06M
71.6K $23.8M
EW
Edwards Lifesciences Corp

Healthcare
-11.7K
- 38.59%
$73.75 - $81.83 $864K - $959K
18.6K $1.45M
PBT
Permian Basin Royalty Trust

Energy
-93.5K
- 67.44%
$12.46 - $18.83 $1.16M - $1.76M
45.1K $823K
XLF
Financial Sector Spdr

ETFs
-19.3K
- 20.12%
$51.37 - $54.25 $991K - $1.05M
76.5K $4.12M
CARR
Carrier Global Corp

Industrials
-5.44K
- 12.87%
$58.75 - $80.73 $319K - $439K
36.8K $2.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-11.6K
- 45.03%
$75.26 - $80.19 $870K - $927K
14.1K $1.13M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-8.33K
- 66.77%
$98.52 - $103.93 $821K - $866K
4.15K $426K
FITB
Fifth Third Bancorp

Financial Services
-20.9K
- 74.08%
$40.91 - $46.28 $854K - $966K
7.3K $325K
XLU
Utilities Sector Spdr

ETFs
-15K
- 16.95%
$81.14 - $87.32 $1.21M - $1.31M
73.3K $6.39M
ITW
Illinois Tool Works Inc

Industrials
-4.26K
- 19.28%
$252.31 - $269.41 $1.08M - $1.15M
17.8K $4.65M
EEM
Ishares Msci Emerging Markets

ETFs
-23.2K
- 27.63%
$48.07 - $53.4 $1.12M - $1.24M
60.9K $3.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-31.9K
- 7.73%
$25.09 - $25.19 $801K - $804K
381K $9.59M
VIG
Vanguard Dividend Appreciation

ETFs
-4.35K
- 1.56%
N/A
274K $50M
CSCO
Cisco Systems, Inc.

Technology
-6.47K
- 1.8%
$66.2 - $71.79 $428K - $465K
354K $24.2M
XLV
Select Sector Spdr Fund Health

ETFs
-6.83K
- 17.89%
$129.01 - $139.72 $882K - $955K
31.4K $4.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.5K
- 24.39%
$82.38 - $83.0 $782K - $788K
29.4K $2.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
-31K
- 11.1%
$108.97 - $121.65 $3.38M - $3.78M
249K $30M
IYG
Ishares Tr

ETFs
-11.5K
- 17.73%
$85.16 - $90.57 $982K - $1.04M
53.5K $4.8M
IAU
Ishares Gold Trust

ETFs
-61.4K
- 17.29%
$61.62 - $72.77 $3.78M - $4.47M
294K $21.4M
UAL
United Airlines Holdings, Inc.

Industrials
-12K
- 50.59%
$80.05 - $109.36 $957K - $1.31M
11.7K $1.13M
XLI
Industrial Sector Spdr

ETFs
-6.74K
- 14.33%
$147.94 - $154.99 $997K - $1.04M
40.3K $6.21M
CSWC
Capital Southwest Corp

Financial Services
-31.2K
- 13.79%
$21.86 - $23.33 $682K - $728K
195K $4.26M
HESM
Hess Midstream LP

Energy
-12.8K
- 18.87%
$34.55 - $43.53 $443K - $558K
55.1K $1.91M
DHR
Danaher Corp

Healthcare
-3.62K
- 19.89%
$181.46 - $212.2 $658K - $769K
14.6K $2.89M
SHEL
Shell PLC

Energy
-10.2K
- 28.69%
$69.82 - $73.93 $710K - $752K
25.3K $1.81M
YUM
Yum Brands Inc

Consumer Cyclical
-5.21K
- 18.18%
$139.5 - $153.94 $727K - $802K
23.4K $3.56M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-18.4K
- 13.57%
$40.94 - $42.85 $754K - $789K
117K $4.94M
LNG
Cheniere Energy, Inc.

Energy
-2.43K
- 20.99%
$222.68 - $244.28 $540K - $593K
9.13K $2.15M
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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