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Beacon Pointe Advisors

Latest statistics and disclosures from Beacon Pointe Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, LII, NVDA, MSFT, and represent 16.69% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: LII (+$265M), SCHX (+$94M), SCHG (+$75M), IWD (+$40M), AJG (+$39M), SPY (+$34M), SCHM (+$30M), SCHD (+$26M), PANW (+$18M), SCHV (+$17M).
Started 75 new stock positions in GTLB, WK, UBS, LII, ARI, CACI, WING, IGM, OGCP, BUG.
Reduced shares in these 10 stocks: VGLT (-$17M), NVDA (-$16M), PFE (-$15M), AMGN (-$8.7M), CHKP (-$6.4M), DFAC (-$6.1M), Ishares Tr ibnd dec24 etf (-$6.1M), MSFT (-$5.6M), Lam Research Corporation (-$5.5M), MGC.
Sold out of its positions in Advent Conv & Income, ALLY, ARES, Arista Networks, ARW, BBVA, SAN, BANC, BBWI, MYI.
Beacon Pointe Advisors was a net buyer of stock by $616M.
Beacon Pointe Advisors has $9.0B in assets under management (AUM), dropping by 4.06%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1182 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Beacon Pointe Advisors has 1182 total positions. Only the first 250 positions are shown.

Sign up to view all of the Beacon Pointe Advisors Dec. 31, 2024 positions
Download the Beacon Pointe Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Call Option (AAPL)	5.0	$449M		1.8M	250.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$295M	+5%	547k	538.81	View chart
Lennox International (LII)	2.9	$265M	NEW	436k	609.30	View chart
NVIDIA Corporation Call Option (NVDA)	2.9	$264M	-5%	2.0M	134.29	View chart
Microsoft Corporation Put Option (MSFT)	2.6	$234M	-2%	555k	421.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$169M	+2%	287k	588.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$166M		628k	264.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$147M		867k	169.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$143M	+190%	6.2M	23.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$138M		304k	453.28	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$136M		332k	410.44	View chart
Amazon (AMZN)	1.4	$122M	-3%	556k	219.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$104M	+47%	178k	586.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$97M	+334%	3.5M	27.87	View chart
JPMorgan Chase & Co. (JPM)	1.0	$94M		391k	239.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$93M		321k	289.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$93M	+10%	231k	401.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$90M	+6%	1.2M	71.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$89M	-4%	471k	189.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$88M	+9%	909k	96.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$82M	+19%	790k	103.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$75M		148k	511.23	View chart
Meta Platforms Cl A (META)	0.8	$74M	-5%	127k	585.51	View chart
Visa Com Cl A (V)	0.8	$70M	-6%	223k	316.04	View chart
Broadcom (AVGO)	0.8	$70M		303k	231.84	View chart
Dillards Cl A (DDS)	0.7	$66M		153k	431.74	View chart
Chevron Corporation (CVX)	0.7	$61M		418k	144.84	View chart
Home Depot (HD)	0.7	$59M		151k	388.99	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$58M		545k	106.55	View chart
Procter & Gamble Company (PG)	0.6	$58M		346k	167.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$56M	-3%	1.2M	47.82	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$55M		1.3M	40.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$54M	+274%	293k	185.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$54M	+2%	277k	195.83	View chart
Eli Lilly & Co. (LLY)	0.6	$54M	+21%	70k	772.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$50M		518k	96.83	View chart
Exxon Mobil Corporation (XOM)	0.5	$49M	+8%	459k	107.57	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$47M		904k	52.47	View chart
International Business Machines (IBM)	0.5	$47M	-2%	212k	219.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$46M	+190%	1.6M	27.71	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$44M	-12%	1.3M	34.59	View chart
Wal-Mart Stores (WMT)	0.5	$41M	-4%	456k	90.35	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$40M	+6415%	140k	283.85	View chart
Advanced Micro Devices (AMD)	0.4	$39M		323k	120.79	View chart
Johnson & Johnson (JNJ)	0.4	$39M	-4%	269k	144.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$39M	+206%	1.4M	27.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$37M	+2%	114k	322.16	View chart
Palo Alto Networks Put Option (PANW)	0.4	$37M	+96%	202k	181.96	View chart
Costco Wholesale Corporation (COST)	0.4	$36M	-3%	39k	916.27	View chart
Pepsi (PEP)	0.4	$36M	+5%	236k	152.06	View chart
Fortinet Put Option (FTNT)	0.4	$35M	+22%	371k	94.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$35M		498k	70.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$33M	-6%	174k	190.44	View chart
McDonald's Corporation (MCD)	0.4	$32M		110k	289.89	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$32M		119k	266.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$31M	+5%	527k	58.18	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$31M	-3%	740k	41.40	View chart
Caterpillar (CAT)	0.3	$30M	-4%	83k	362.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$30M	-5%	88k	343.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$30M		236k	127.59	View chart
UnitedHealth (UNH)	0.3	$30M	-6%	59k	505.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$30M	+3%	122k	242.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$29M	+2%	227k	128.62	View chart
Lowe's Companies (LOW)	0.3	$29M	-7%	117k	246.80	View chart
Wells Fargo & Company (WFC)	0.3	$29M		409k	70.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$29M		164k	175.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$28M	+87%	1.5M	18.50	View chart
Oneok (OKE)	0.3	$28M	-5%	275k	100.40	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$27M	-3%	219k	124.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$27M	+10%	269k	101.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$27M		792k	33.79	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$27M	-39%	483k	55.35	View chart
Lockheed Martin Corporation (LMT)	0.3	$27M		55k	485.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$26M		526k	50.13	View chart
Oracle Corporation Put Option (ORCL)	0.3	$26M	-4%	156k	166.64	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$26M		726k	35.48	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$26M	+16%	1.3M	19.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$26M	+2%	619k	41.27	View chart
Pfizer (PFE)	0.3	$26M	-37%	961k	26.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$25M	+193%	967k	26.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$25M	-4%	397k	62.31	View chart
Abbott Laboratories (ABT)	0.3	$25M	+5%	218k	113.11	View chart
Mastercard Incorporated Cl A (MA)	0.3	$24M	-15%	46k	526.57	View chart
Palantir Technologies Cl A (PLTR)	0.3	$24M	+52%	323k	75.63	View chart
Tesla Motors (TSLA)	0.3	$24M	-15%	60k	403.84	View chart
Amgen (AMGN)	0.3	$24M	-26%	92k	260.64	View chart
Automatic Data Processing (ADP)	0.3	$24M	+6%	82k	292.73	View chart
Walt Disney Company (DIS)	0.3	$24M		214k	111.35	View chart
Cisco Systems (CSCO)	0.3	$24M	-2%	399k	59.20	View chart
Merck & Co (MRK)	0.3	$24M	-11%	236k	99.48	View chart
American Express Company (AXP)	0.3	$23M	-6%	78k	296.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$23M		143k	161.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$23M	+94%	886k	25.86	View chart
Enterprise Products Partners (EPD)	0.3	$23M	+16%	728k	31.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$23M	+6%	395k	57.53	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$22M	+2%	747k	30.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$22M	+2%	82k	269.70	View chart
Abbvie (ABBV)	0.2	$22M	-5%	124k	177.70	View chart
Coca-Cola Company (KO)	0.2	$22M	-8%	347k	62.26	View chart
Bank of America Corporation (BAC)	0.2	$22M	-4%	489k	43.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$21M	-2%	77k	280.06	View chart
Raytheon Technologies Corp (RTX)	0.2	$21M	+4%	184k	115.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$21M	-3%	548k	38.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$20M	-6%	320k	63.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$20M		80k	253.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$20M		257k	77.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$20M	-3%	231k	85.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$20M	-9%	221k	88.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$20M	-7%	442k	44.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$19M	-9%	218k	88.79	View chart
At&t (T)	0.2	$19M		835k	22.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$19M		95k	198.18	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.2	$19M		594k	31.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$19M		373k	49.51	View chart
Qualcomm (QCOM)	0.2	$18M	-2%	120k	153.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$18M	-2%	170k	105.48	View chart
salesforce (CRM)	0.2	$18M	-7%	53k	334.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$18M	+3%	80k	220.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$18M		153k	115.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$17M	-8%	229k	75.61	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$17M	-2%	285k	59.73	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$17M		628k	26.21	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$16M		342k	47.77	View chart
Paypal Holdings (PYPL)	0.2	$16M	+12%	189k	85.35	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$16M		198k	81.25	View chart
Thermo Fisher Scientific (TMO)	0.2	$16M	-13%	31k	520.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$16M		84k	190.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$16M	-5%	66k	240.28	View chart
Snowflake Cl A (SNOW)	0.2	$16M	+422%	103k	154.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$16M	-2%	83k	189.98	View chart
Honeywell International (HON)	0.2	$16M	-2%	69k	225.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$15M		231k	65.08	View chart
Philip Morris International (PM)	0.2	$15M	-7%	120k	120.35	View chart
Tractor Supply Company (TSCO)	0.2	$14M	+21394%	270k	53.06	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M		194k	74.01	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$14M	-2%	20k	712.31	View chart
Enbridge (ENB)	0.2	$14M	+4%	321k	42.43	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$13M		195k	68.19	View chart
Boeing Company (BA)	0.1	$13M	+2%	73k	177.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$13M	-10%	246k	52.22	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$13M	-6%	125k	100.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M		95k	131.29	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$12M	+289%	188k	64.81	View chart
Stryker Corporation (SYK)	0.1	$12M	-3%	34k	360.05	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$12M	+9%	131k	91.43	View chart
Kinder Morgan (KMI)	0.1	$12M	+2%	435k	27.40	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$12M		479k	24.74	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$12M	-3%	589k	20.14	View chart
3M Company (MMM)	0.1	$12M	+11%	92k	129.09	View chart
Bristol Myers Squibb (BMY)	0.1	$12M	-3%	207k	56.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$12M	-6%	199k	58.93	View chart
Chubb (CB)	0.1	$11M	+2%	41k	276.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$11M	+11%	450k	25.05	View chart
Netflix (NFLX)	0.1	$11M	-7%	12k	891.28	View chart
Colgate-Palmolive Company (CL)	0.1	$11M	-7%	121k	90.91	View chart
International Paper Company (IP)	0.1	$11M		205k	53.82	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$11M		488k	22.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$11M	-6%	196k	55.66	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$11M	+10%	452k	24.07	View chart
Capital Southwest Corporation (CSWC)	0.1	$11M	+1481%	490k	21.82	View chart
Texas Instruments Incorporated (TXN)	0.1	$11M		57k	187.51	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$11M	+12%	268k	39.37	View chart
Summit Matls Cl A	0.1	$11M	NEW	208k	50.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$11M	-7%	30k	351.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$11M	-4%	118k	89.08	View chart
Emerson Electric (EMR)	0.1	$10M	+2%	84k	123.93	View chart
Cigna Corp (CI)	0.1	$10M	-13%	37k	276.14	View chart
Biontech Se Sponsored Ads (BNTX)	0.1	$10M		90k	113.95	View chart
Parker-Hannifin Corporation (PH)	0.1	$10M	-8%	16k	636.02	View chart
Adobe Systems Incorporated (ADBE)	0.1	$10M		23k	444.68	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$9.8M	-2%	180k	54.69	View chart
Nextera Energy (NEE)	0.1	$9.8M	-6%	137k	71.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.8M	+2%	29k	342.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$9.7M	+50%	255k	37.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$9.6M	+95%	422k	22.70	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$9.5M	+2%	149k	63.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$9.3M		15k	621.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.2M	+4%	161k	57.41	View chart
Piper Jaffray Companies (PIPR)	0.1	$9.2M		31k	299.95	View chart
Union Pacific Corporation (UNP)	0.1	$9.1M	-15%	40k	228.04	View chart
Zoom Communications Cl A (ZM)	0.1	$9.1M	+13%	111k	81.61	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$9.1M	+4%	39k	232.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$9.0M	-3%	52k	172.42	View chart
Williams Companies (WMB)	0.1	$8.9M		164k	54.12	View chart
Altria (MO)	0.1	$8.8M	-3%	169k	52.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$8.8M	-3%	43k	206.92	View chart
Kraft Heinz (KHC)	0.1	$8.7M		283k	30.71	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$8.7M	+2%	326k	26.57	View chart
Ge Aerospace Com New (GE)	0.1	$8.6M		52k	166.79	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$8.5M	+255%	25k	334.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$8.1M	+13%	206k	39.57	View chart
Sylvamo Corp Common Stock (SLVM)	0.1	$8.0M		101k	79.02	View chart
Nike CL B (NKE)	0.1	$8.0M	-26%	105k	75.67	View chart
Target Corporation (TGT)	0.1	$7.9M	-25%	59k	135.18	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$7.9M	-11%	72k	110.25	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$7.9M	+11%	329k	23.96	View chart
Uber Technologies (UBER)	0.1	$7.8M	+12%	130k	60.32	View chart
Starbucks Corporation (SBUX)	0.1	$7.8M	-9%	86k	91.25	View chart
Roper Industries (ROP)	0.1	$7.8M		15k	519.86	View chart
Pacific Premier Ban (PPBI)	0.1	$7.8M	NEW	313k	24.92	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$7.8M	-2%	116k	66.77	View chart
Deere & Company (DE)	0.1	$7.6M	-10%	18k	423.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$7.5M	-10%	55k	137.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$7.5M		18k	425.50	View chart
Expedia Group Com New (EXPE)	0.1	$7.5M		40k	186.33	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$7.5M	-8%	210k	35.65	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$7.5M		296k	25.23	View chart
Goldman Sachs (GS)	0.1	$7.4M	-10%	13k	572.60	View chart
McKesson Corporation (MCK)	0.1	$7.3M	-6%	13k	569.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$7.3M	-5%	30k	242.17	View chart
Unilever Spon Adr New (UL)	0.1	$7.2M	+2%	127k	56.70	View chart
Marriott Intl Cl A (MAR)	0.1	$7.2M	-4%	26k	278.94	View chart
Southern Company (SO)	0.1	$7.1M		87k	82.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$7.1M		185k	38.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$7.1M	-3%	181k	39.09	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$7.0M	+5%	174k	40.49	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$7.0M	-6%	123k	57.28	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$7.0M		16k	434.93	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$6.9M		159k	43.64	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$6.9M	+7%	91k	75.69	View chart
Verizon Communications (VZ)	0.1	$6.7M		168k	39.99	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$6.5M	-4%	16k	402.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.5M		55k	117.48	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.5M		129k	50.47	View chart
Agnico (AEM)	0.1	$6.5M	-2%	83k	78.21	View chart
Ishares Tr International Sl (ISCF)	0.1	$6.4M	-10%	199k	32.28	View chart
ConocoPhillips (COP)	0.1	$6.4M	-2%	65k	99.17	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$6.4M	-10%	166k	38.50	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$6.4M	-6%	56k	114.73	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$6.4M		274k	23.27	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$6.3M	-10%	167k	37.78	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$6.3M	+15%	253k	24.90	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$6.3M		111k	56.70	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$6.3M	+4%	73k	85.84	View chart
Capital One Financial (COF)	0.1	$6.2M	+8%	35k	178.32	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$6.1M		250k	24.55	View chart
Illinois Tool Works (ITW)	0.1	$6.1M	-4%	24k	253.56	View chart
NetApp (NTAP)	0.1	$6.1M	+3%	53k	116.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$6.1M	+18%	58k	104.89	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$6.1M	-20%	128k	47.39	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$6.0M	-13%	46k	132.21	View chart
Garmin SHS (GRMN)	0.1	$6.0M	+11%	29k	206.26	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$6.0M	+11%	46k	131.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$6.0M	+3%	194k	30.78	View chart
Verisk Analytics (VRSK)	0.1	$6.0M	-4%	22k	275.43	View chart
Waste Management (WM)	0.1	$5.9M		29k	201.79	View chart
Franco-Nevada Corporation (FNV)	0.1	$5.9M	-3%	50k	117.59	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$5.9M	-7%	144k	40.67	View chart
Dell Technologies CL C (DELL)	0.1	$5.8M		50k	115.24	View chart
Hewlett Packard Enterprise (HPE)	0.1	$5.8M	+13%	272k	21.35	View chart

Past Filings by Beacon Pointe Advisors

SEC 13F filings are viewable for Beacon Pointe Advisors going back to 2018

Beacon Pointe Advisors 2024 Q4 filed Feb. 14, 2025
Beacon Pointe Advisors 2024 Q3 filed Nov. 14, 2024
Beacon Pointe Advisors 2024 Q2 filed Aug. 12, 2024
Beacon Pointe Advisors 2024 Q1 filed May 14, 2024
Beacon Pointe Advisors 2023 Q4 filed Feb. 8, 2024
Beacon Pointe Advisors 2023 Q3 filed Nov. 14, 2023
Beacon Pointe Advisors 2023 Q2 filed Aug. 14, 2023
Beacon Pointe Advisors 2023 Q1 filed May 12, 2023
Beacon Pointe Advisors 2022 Q4 filed Feb. 14, 2023
Beacon Pointe Advisors 2022 Q3 filed Nov. 9, 2022
Beacon Pointe Advisors 2022 Q2 filed Aug. 11, 2022
Beacon Pointe Advisors 2022 Q1 filed May 17, 2022
Beacon Pointe Advisors 2021 Q4 filed Feb. 14, 2022
Beacon Pointe Advisors 2021 Q3 filed Nov. 15, 2021
Beacon Pointe Advisors 2021 Q2 filed Aug. 17, 2021
Beacon Pointe Advisors 2021 Q1 filed May 18, 2021

View all past filings

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