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
IJS
Ishares S&P Smallcap 600 Value

ETFs
-914
- 14.89%
$98.99 - $112.2 $90.5K - $103K
5.22K $577K
PVAL
Putnam ETF Tr Putnam Focused L
-1.48K
- 11.75%
$39.93 - $42.72 $59.2K - $63.3K
11.1K $475K
XLP
Consumer Staples Sector Spdr

ETFs
-414
- 3.97%
N/A
10K $760K
EQNR
Equinor Asa

Energy
-913
- 7.41%
$23.7 - $27.1 $21.6K - $24.7K
11.4K $278K
XT
Ishares Tr Exponential Technol

ETFs
-1.07K
- 15.13%
$65.04 - $71.97 $69.3K - $76.6K
5.97K $429K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-59
- 3.5%
$259.44 - $278.65 $15.3K - $16.4K
1.63K $422K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.97K
- 9.36%
$148.97 - $165.88 $293K - $326K
19.1K $3.14M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-424
- 17.6%
$138.45 - $158.63 $58.7K - $67.3K
1.99K $309K
MTDR
Matador Resources CO

Energy
-247
- 4.68%
$44.93 - $52.55 $11.1K - $13K
5.03K $226K
RAVI
Flexshares Tr Ready Access Var

ETFs
-350
- 7.16%
$75.24 - $75.63 $26.3K - $26.5K
4.54K $343K
IHE
Ishares Tr

ETFs
-2.29K
- 11.43%
$65.74 - $72.56 $150K - $166K
17.7K $1.28M
BRCC
Brc Inc.

Consumer Defensive
-21.3K
- 61.54%
$1.29 - $2.03 $27.5K - $43.2K
13.3K $20K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.8K
- 8.87%
$42.28 - $45.71 $75.9K - $82K
18.5K $839K
HPQ
Hp Inc

Technology
-3.54K
- 13.44%
$24.45 - $29.35 $86.6K - $104K
22.8K $621K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-750
- 8.85%
$31.28 - $32.14 $23.5K - $24.1K
7.73K $248K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.6K
- 10.2%
$66.98 - $79.52 $107K - $127K
14.1K $1.05M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-375
- 6.1%
$49.32 - $50.93 $18.5K - $19.1K
5.77K $292K
VMC
Vulcan Materials CO

Basic Materials
-269
- 18.3%
$260.62 - $307.62 $70.1K - $82.7K
1.2K $369K
WELL
Welltower Inc.

Real Estate
-1.45K
- 14.5%
$150.71 - $178.14 $218K - $258K
8.54K $1.52M
OHI
Omega Healthcare Investors Inc

Real Estate
-1.16K
- 17.87%
$36.29 - $43.34 $42K - $50.1K
5.32K $224K
HAS
Hasbro, Inc.

Consumer Cyclical
-285
- 7.31%
$73.92 - $81.85 $21.1K - $23.3K
3.62K $274K
VST
Vistra Corp.

Utilities
-103
- 2.64%
$182.0 - $217.92 $18.7K - $22.4K
3.81K $745K
DGX
Quest Diagnostics Inc

Healthcare
-87
- 3.41%
N/A
2.46K $337K
IBND
Spdr Bloomberg International C

ETFs
-102
- 0.5%
$31.45 - $32.68 $3.21K - $3.33K
20.3K $655K
FLEX
Flex Ltd.

Technology
-1.49K
- 15.55%
$48.49 - $59.33 $72.4K - $88.6K
8.11K $470K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-231
- 1.0%
$23.29 - $23.38 $5.38K - $5.4K
22.9K $534K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-190
- 1.23%
$38.52 - $39.39 $7.32K - $7.48K
15.2K $597K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-13
- 0.35%
$98.41 - $98.89 $1.28K - $1.29K
3.68K $363K
BAUG
Innovator U.S. Equity Buffer E
-1.79K
- 4.49%
N/A
38.1K $0
Anglogold Ashanti PLC
-230
- 2.16%
N/A
10.4K $0
Exchange Traded Concepts Tru
-6.25K
- 31.58%
N/A
13.5K $0
PDEC
Innovator U.S. Equity Power Bu
-34K
- 17.5%
N/A
160K $0
PNOV
Innovator U.S. Equity Power Bu
-30K
- 11.44%
N/A
232K $0
Innovator Etfs Trust
-16.2K
- 33.34%
N/A
32.4K $0
Brookfield Corp
-40.7K
- 56.87%
N/A
30.9K $0
Thomson Reuters Corp
-659
- 5.45%
N/A
11.4K $0
Grayscale Ethereum Trust ETF
-15.3K
- 22.4%
N/A
52.9K $0
STEL
Stellar Bancorp Inc
-20.4K
- 67.69%
N/A
9.76K $0
Blackrock Inc
-477
- 17.07%
N/A
2.32K $0
Core Natural Resources Inc
-622
- 6.11%
N/A
9.56K $0
Blackrock ETF Trust Ii
-530
- 5.17%
N/A
9.73K $0
Arista Networks Inc
-994
- 16.58%
N/A
5K $0
Everus Constr Group
-17K
- 10.41%
N/A
146K $0
Venture Global Inc
-14.8K
- 19.9%
N/A
59.5K $0
Fifth Dist Bancorp Inc
-1K
- 9.09%
N/A
10K $0
Veralto Corp
-1.33K
- 31.77%
N/A
2.86K $0
FSCO
Fs Cr Opportunities Corp Com
-878
- 3.4%
N/A
24.9K $0
Canadian Pacific Kansas City
-30.4K
- 45.66%
N/A
36.1K $0
Ge Healthcare Technologies I
-941
- 8.2%
N/A
10.5K $0
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email