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
PMAR
Innovator U.S. Equity Power Bu

ETFs
-18.6K
- 20.81%
$42.21 - $43.91 $784K - $815K
70.7K $3.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-13.5K
- 59.49%
$49.09 - $50.58 $663K - $683K
9.2K $464K
MSTR
Microstrategy Inc

Technology
-655
- 12.55%
$300.7 - $455.9 $197K - $299K
4.57K $1.47M
SLVM
Sylvamo Corp

Basic Materials
-925
- 0.91%
$40.4 - $53.01 $37.4K - $49K
100K $4.43M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-7.13K
- 26.05%
$110.74 - $122.12 $790K - $871K
20.2K $2.45M
GLW
Corning Inc

Technology
-29.7K
- 48.25%
$51.6 - $82.03 $1.53M - $2.43M
31.8K $2.61M
SJT
San Juan Basin Royalty Trust

Energy
-97.9K
- 85.21%
$5.62 - $6.24 $550K - $611K
17K $102K
IT
Gartner Inc

Technology
-1.11K
- 55.77%
$225.98 - $406.7 $251K - $452K
882 $231K
CBL
Cbl & Associates Properties Inc

Real Estate
-40.2K
- 31.87%
$25.55 - $32.5 $1.03M - $1.31M
86K $2.63M
XLB
Select Sector Spdr Fd Material

ETFs
-7.37K
- 15.44%
$86.72 - $92.61 $639K - $683K
40.4K $3.62M
POCT
Innovator U.S. Equity Power Bu

ETFs
-19.7K
- 11.7%
$41.27 - $43.1 $814K - $851K
149K $6.42M
LUV
Southwest Airlines CO

Industrials
-14.7K
- 11.44%
$29.06 - $37.7 $427K - $554K
114K $3.63M
MLPA
Global X Mlp ETF

ETFs
-8.79K
- 14.83%
$48.25 - $51.56 $424K - $453K
50.5K $2.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.94K
- 21.6%
$185.88 - $207.44 $732K - $816K
14.3K $2.87M
TTE
Total Energies Se

Energy
-7.66K
- 18.9%
N/A
32.9K $2.26M
ESS
Essex Property Trust, Inc.

Real Estate
-1.91K
- 35.66%
N/A
3.44K $939K
SNY
Sanofi

Healthcare
-10.1K
- 28.71%
$45.07 - $51.35 $457K - $520K
25.2K $1.19M
CLX
Clorox CO

Consumer Defensive
-4.43K
- 29.1%
$117.67 - $131.43 $521K - $582K
10.8K $1.33M
SAP
Sap Se

Technology
-1.3K
- 33.52%
$252.42 - $311.93 $329K - $407K
2.59K $691K
AXON
Axon Enterprise, Inc.

Industrials
-544
- 64.53%
$698.02 - $870.97 $380K - $474K
299 $214K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-10K
- 16.73%
$48.72 - $50.73 $489K - $509K
49.9K $2.46M
TDG
Trans Digm Group Inc

Industrials
-239
- 30.84%
$1271.04 - $1620.83 $304K - $387K
536 $706K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-16.9K
- 9.6%
$43.95 - $45.8 $744K - $776K
160K $7.31M
EQIX
Equinix Inc

Real Estate
-560
- 48.95%
$756.7 - $811.13 $424K - $454K
584 $457K
CPRT
Copart Inc

Consumer Cyclical
-4.72K
- 8.2%
$44.6 - $49.97 $210K - $236K
52.8K $2.37M
NTRA
Natera, Inc.

Healthcare
-2.5K
- 56.17%
$133.66 - $181.11 $334K - $452K
1.95K $313K
QDF
Flexshares Quality Dividend In

ETFs
-6.62K
- 45.47%
$73.48 - $79.4 $487K - $526K
7.94K $630K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-22.3K
- 5.36%
$22.9 - $23.58 $510K - $525K
393K $9.23M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-15.3K
- 10.1%
$37.73 - $38.9 $578K - $596K
136K $5.31M
SPGI
S&P Global Inc.

Financial Services
-271
- 3.74%
$484.94 - $564.15 $131K - $153K
6.97K $3.39M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.54K
- 19.91%
$131.78 - $176.09 $203K - $272K
6.21K $835K
O
Realty Income Corp

Real Estate
-9.73K
- 17.85%
$56.13 - $60.79 $546K - $592K
44.8K $2.72M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.13K
- 12.75%
$567.09 - $607.37 $639K - $685K
7.71K $4.6M
IYF
Ishares Tr

ETFs
-3.64K
- 41.17%
$119.89 - $127.16 $436K - $462K
5.19K $657K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-12.9K
- 12.77%
$43.83 - $45.64 $567K - $590K
88.3K $4.03M
GIS
General Mills Inc

Consumer Defensive
-7.4K
- 33.4%
$48.44 - $53.83 $358K - $398K
14.7K $743K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-23.7K
- 29.04%
$17.81 - $18.39 $422K - $436K
57.9K $1.06M
XLC
Select Sector Spdr Tr Communic

ETFs
-5.24K
- 22.84%
$105.99 - $119.41 $555K - $626K
17.7K $2.1M
MCHP
Microchip Technology Inc

Technology
-1.21K
- 2.37%
$60.95 - $75.26 $73.7K - $91.1K
50K $3.21M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-15.3K
- 29.37%
$25.93 - $26.42 $397K - $404K
36.8K $961K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
-3.45K
- 43.84%
$108.84 - $112.69 $375K - $389K
4.42K $491K
MKC
Mccormick & CO Inc

Consumer Defensive
-3.41K
- 19.04%
$64.3 - $77.17 $219K - $263K
14.5K $969K
ICF
Ishares Tr

ETFs
-6.28K
- 40.53%
$59.57 - $62.89 $374K - $395K
9.22K $568K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-36.8K
- 33.79%
$8.96 - $9.64 $330K - $355K
72.1K $651K
GILD
Gilead Sciences, Inc.

Healthcare
-3.43K
- 9.56%
$108.22 - $120.47 $371K - $413K
32.5K $3.6M
IEO
Ishares Tr

ETFs
-4.85K
- 26.16%
$86.38 - $95.74 $419K - $464K
13.7K $1.27M
VDE
Vanguard Energy ETF

ETFs
-3.68K
- 26.47%
$118.37 - $129.65 $436K - $478K
10.2K $1.29M
CAH
Cardinal Health Inc

Healthcare
-1.79K
- 24.99%
$146.04 - $167.63 $261K - $300K
5.36K $841K
BP
Bp PLC

Energy
-17.2K
- 32.88%
$30.25 - $35.69 $520K - $613K
35.1K $1.21M
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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