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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-1.85K
- 48.57%
$105.03 - $112.54 $195K - $208K
1.96K $216K
NDAQ
Nasdaq, Inc.

Financial Services
-1.98K
- 43.93%
$86.73 - $96.94 $172K - $192K
2.53K $223K
FAST
Fastenal CO

Industrials
-13.9K
- 19.46%
$42.47 - $50.39 $590K - $700K
57.5K $2.82M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-9.61K
- 5.43%
$37.32 - $38.38 $359K - $369K
167K $6.42M
CSX
Csx Corp

Industrials
-14.8K
- 12.24%
$32.05 - $36.52 $475K - $542K
106K $3.78M
WDAY
Workday, Inc.

Technology
-722
- 14.62%
$213.69 - $247.69 $154K - $179K
4.22K $1.02M
EIX
Edison International

Utilities
-4.41K
- 21.68%
$50.42 - $56.35 $222K - $249K
15.9K $880K
BHP
Bhp Group LTD

Basic Materials
-6.16K
- 26.82%
$48.67 - $56.22 $300K - $346K
16.8K $936K
JBL
Jabil Inc

Technology
-755
- 36.19%
$202.08 - $234.45 $153K - $177K
1.33K $289K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-3.11K
- 18.8%
$42.56 - $49.08 $132K - $153K
13.4K $576K
SRLN
Ssga Active Trust

ETFs
-3.83K
- 4.97%
$41.28 - $41.65 $158K - $159K
73.2K $3.04M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.38K
- 29.45%
$119.73 - $134.7 $166K - $186K
3.32K $442K
PR
Permian Resources Corporation

Energy
-10.3K
- 44.15%
$12.8 - $14.51 $132K - $150K
13.1K $167K
PAYX
Paychex Inc

Industrials
-74
- 0.98%
$126.69 - $147.99 $9.38K - $11K
7.47K $946K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.1K
- 3.39%
$47.76 - $48.46 $196K - $199K
117K $5.64M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-6.91K
- 36.13%
$18.41 - $20.12 $127K - $139K
12.2K $224K
NNN
National Retail Properties, Inc.

Real Estate
-3.11K
- 18.52%
$40.68 - $44.1 $127K - $137K
13.7K $582K
IP
International Paper CO

Consumer Cyclical
-1.17K
- 0.57%
$45.32 - $55.68 $52.8K - $64.9K
204K $9.48M
IVT
Inven Trust Properties Corp.

Real Estate
-5.77K
- 30.4%
$26.7 - $30.06 $154K - $173K
13.2K $378K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-3.8K
- 20.36%
$47.14 - $49.66 $179K - $189K
14.9K $739K
EQT
Eqt Corp

Energy
-224
- 0.68%
$49.19 - $59.19 $11K - $13.3K
32.6K $1.78M
CDNS
Cadence Design Systems Inc

Technology
-645
- 32.23%
$309.46 - $373.37 $200K - $241K
1.36K $476K
EMLP
First Tr Exchange Traded Iv

ETFs
-7.86K
- 3.77%
$36.99 - $38.38 $291K - $302K
201K $7.68M
AUB
Atlantic Union Bankshares Corp

Financial Services
-6.8K
- 26.75%
$31.23 - $36.56 $212K - $249K
18.6K $657K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-1.36K
- 32.93%
$109.55 - $124.15 $149K - $169K
2.77K $324K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-2.4K
- 23.88%
$84.46 - $96.68 $203K - $232K
7.65K $725K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.23K
- 4.8%
$59.81 - $60.11 $133K - $134K
44.3K $2.65M
CRK
Comstock Resources Inc

Energy
-80
- 0.49%
$15.03 - $25.26 $1.2K - $2.02K
16.2K $321K
RS
Reliance Steel & Aluminum CO

Basic Materials
-291
- 20.71%
$277.33 - $343.66 $80.7K - $100K
1.11K $312K
XYL
Xylem Inc.

Industrials
-1.38K
- 32.72%
$129.67 - $147.5 $178K - $203K
2.83K $417K
PECO
Phillips Edison & Company, Inc.

Real Estate
-3.44K
- 36.1%
$33.04 - $36.15 $114K - $124K
6.09K $209K
BAX
Baxter International Inc

Healthcare
-1.43K
- 11.65%
$21.71 - $31.23 $31K - $44.5K
10.8K $246K
CCOR
Listed Fds Tr Core Alternative

ETFs
-3.59K
- 9.06%
$26.04 - $27.21 $93.6K - $97.8K
36.1K $942K
FTHI
First Trust Exchange Traded Fd

ETFs
-7.33K
- 11.91%
$22.76 - $23.92 $167K - $175K
54.2K $1.29M
EMGF
Ishares Msci Emerging Markets

ETFs
-5.9K
- 12.4%
$51.93 - $56.75 $306K - $335K
41.6K $2.36M
WPC
W. P. Carey Inc.

Real Estate
-7.45K
- 10.01%
$61.29 - $68.7 $456K - $512K
67K $4.52M
CADE
Cadence Bank

Financial Services
-6.5K
- 28.45%
$33.44 - $38.12 $217K - $248K
16.3K $613K
BDX
Becton Dickinson & CO

Healthcare
-867
- 28.09%
$172.41 - $199.66 $149K - $173K
2.22K $415K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.75K
- 21.78%
$90.62 - $107.71 $158K - $188K
6.28K $618K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.55K
- 36.0%
$73.94 - $78.51 $115K - $122K
2.76K $214K
SFNC
Simmons First National Corp

Financial Services
-6.08K
- 35.43%
$18.71 - $21.16 $114K - $129K
11.1K $212K
EPI
Wisdomtree Tr India Earnings F

ETFs
-297
- 0.98%
$43.79 - $47.63 $13K - $14.1K
29.9K $1.32M
NUE
Nucor Corp

Basic Materials
-1.32K
- 10.66%
$133.3 - $150.33 $176K - $198K
11K $1.49M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-2.71K
- 13.9%
N/A
16.8K $657K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-4.59K
- 13.38%
$23.09 - $23.43 $106K - $107K
29.7K $694K
HUM
Humana Inc

Healthcare
-482
- 30.74%
$220.41 - $312.0 $106K - $150K
1.09K $282K
STLD
Steel Dynamics Inc

Basic Materials
-1.03K
- 30.72%
N/A
2.31K $227K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-8.37K
- 18.58%
$11.84 - $13.45 $99.1K - $113K
36.7K $464K
FHN
First Horizon Corp

Financial Services
-5.25K
- 34.8%
$21.16 - $23.23 $111K - $122K
9.83K $222K
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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