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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, NVDA, MSFT, VO, and represent 15.54% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$48M), VONG (+$14M), LLY (+$6.4M), BND (+$6.4M), ULTA (+$5.4M), XLI, NSC, NULV, V, DFCF.
Started 63 new stock positions in FXF, KEYS, HAS, ICSH, Advent Conv & Income, IBHI, Te Connectivity, PSCD, Ishares Ethereum Etf, BWX.
Reduced shares in these 10 stocks: VGLT (-$18M), NVDA (-$17M), SCHX (-$11M), MSFT (-$11M), AAPL (-$8.7M), SHW (-$6.9M), CDW (-$6.6M), TLH (-$6.2M), PG (-$6.1M), BIL (-$5.8M).
Sold out of its positions in ALB, ALGN, AVEM, AVUS, ANSS, ASH, ATKR, BBD, BNOX, BLK.
Beacon Pointe Advisors was a net seller of stock by $-214M.
Beacon Pointe Advisors has $8.7B in assets under management (AUM), dropping by 2.57%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1200 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Beacon Pointe Advisors has 1200 total positions. Only the first 250 positions are shown.

Sign up to view all of the Beacon Pointe Advisors Sept. 30, 2024 positions
Download the Beacon Pointe Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Call Option (AAPL)	4.8	$413M	-2%	1.8M	233.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$273M		517k	527.67	View chart
NVIDIA Corporation Put Option (NVDA)	2.9	$253M	-6%	2.1M	121.44	View chart
Microsoft Corporation (MSFT)	2.8	$244M	-4%	568k	430.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$165M		627k	263.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$162M	-2%	281k	576.82	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$150M		858k	174.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$145M	-6%	2.1M	67.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$141M	-3%	307k	460.26	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$127M		330k	383.93	View chart
Amazon (AMZN)	1.2	$107M	-3%	575k	186.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$90M	-2%	318k	283.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$88M	+7%	1.2M	75.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$84M		828k	101.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$84M	+3%	801k	104.18	View chart
JPMorgan Chase & Co. (JPM)	0.9	$82M		390k	210.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$82M	-2%	492k	165.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$79M		210k	375.38	View chart
Meta Platforms Cl A (META)	0.9	$77M	-6%	135k	572.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$73M	-3%	150k	488.07	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.8	$69M	-4%	121k	573.76	View chart
Visa Com Cl A (V)	0.8	$65M	+5%	237k	274.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$64M	-2%	1.2M	52.81	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$64M	+28%	661k	96.52	View chart
Chevron Corporation (CVX)	0.7	$62M		424k	147.27	View chart
Home Depot (HD)	0.7	$61M	-5%	151k	405.20	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$60M	+2%	549k	108.63	View chart
Procter & Gamble Company (PG)	0.7	$59M	-9%	339k	173.20	View chart
Dillards Cl A (DDS)	0.7	$58M		152k	383.69	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$55M		1.3M	41.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$55M	-2%	510k	107.65	View chart
Advanced Micro Devices (AMD)	0.6	$54M		327k	164.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$54M		270k	198.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$53M	-5%	920k	57.53	View chart
Broadcom (AVGO)	0.6	$53M	+897%	306k	172.50	View chart
Eli Lilly & Co. (LLY)	0.6	$51M	+14%	58k	885.94	View chart
Exxon Mobil Corporation (XOM)	0.6	$50M	-2%	424k	117.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$50M	+5%	1.4M	34.29	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.6	$49M	-27%	795k	61.54	View chart
International Business Machines (IBM)	0.6	$48M		217k	221.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$47M	-5%	566k	83.09	View chart
Johnson & Johnson (JNJ)	0.5	$46M	-4%	281k	162.06	View chart
Pfizer (PFE)	0.5	$44M		1.5M	28.94	View chart
Amgen (AMGN)	0.5	$41M	+4%	126k	322.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$39M	-2%	499k	78.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$39M		461k	84.53	View chart
Wal-Mart Stores (WMT)	0.4	$39M	-4%	479k	80.75	View chart
Pepsi Put Option (PEP)	0.4	$38M		224k	170.05	View chart
UnitedHealth (UNH)	0.4	$37M		63k	584.68	View chart
Costco Wholesale Corporation (COST)	0.4	$36M	-3%	41k	886.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$35M	-9%	112k	314.39	View chart
Palo Alto Networks Put Option (PANW)	0.4	$35M	-3%	102k	341.80	View chart
Lowe's Companies (LOW)	0.4	$35M		127k	270.85	View chart
McDonald's Corporation (MCD)	0.4	$34M	-3%	112k	304.51	View chart
Caterpillar (CAT)	0.4	$34M	-3%	87k	391.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$33M	-8%	810k	41.12	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$32M		769k	42.02	View chart
Lockheed Martin Corporation (LMT)	0.4	$32M	-2%	55k	584.57	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$32M	-2%	121k	260.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$31M	-2%	187k	167.19	View chart
Merck & Co (MRK)	0.4	$30M		268k	113.56	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$30M	-6%	93k	321.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$30M		232k	128.20	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$30M	+4%	500k	59.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$29M	+3%	163k	179.16	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$29M	-6%	228k	128.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$29M	-4%	118k	243.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$28M		739k	38.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$28M		222k	125.62	View chart
Oracle Corporation Put Option (ORCL)	0.3	$28M	-2%	162k	170.40	View chart
Coca-Cola Company (KO)	0.3	$27M	+4%	378k	71.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$27M	-2%	798k	34.07	View chart
Mastercard Incorporated Cl A (MA)	0.3	$27M		55k	493.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$27M	-2%	330k	80.37	View chart
Oneok (OKE)	0.3	$27M	+5%	291k	91.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$27M		518k	51.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$26M	+13%	602k	43.19	View chart
Abbvie (ABBV)	0.3	$26M	-3%	131k	197.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$26M	-4%	414k	62.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$24M	-3%	144k	167.67	View chart
Abbott Laboratories (ABT)	0.3	$24M	-3%	207k	114.01	View chart
Fortinet Put Option (FTNT)	0.3	$24M		304k	77.55	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$24M	+4%	570k	41.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$23M	-6%	455k	51.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$23M		244k	95.75	View chart
Wells Fargo & Company (WFC)	0.3	$23M		411k	56.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$23M	-2%	477k	47.85	View chart
American Express Company (AXP)	0.3	$23M		84k	271.20	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$22M		727k	30.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$22M	+7%	370k	59.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$22M	-3%	240k	91.31	View chart
Thermo Fisher Scientific (TMO)	0.3	$22M		35k	618.57	View chart
Cisco Systems (CSCO)	0.3	$22M	-13%	409k	53.22	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$22M		293k	73.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$22M	+9%	244k	88.14	View chart
Raytheon Technologies Corp (RTX)	0.2	$21M	-7%	176k	121.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$21M		81k	263.29	View chart
Automatic Data Processing (ADP)	0.2	$21M	-2%	77k	276.73	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$21M		341k	62.20	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$21M	-9%	20k	1051.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$21M	+2%	79k	267.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$21M	-4%	251k	83.63	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$21M		239k	87.80	View chart
Walt Disney Company (DIS)	0.2	$21M		218k	96.19	View chart
Qualcomm Call Option (QCOM)	0.2	$21M	-5%	123k	170.05	View chart
Bank of America Corporation (BAC)	0.2	$20M	-4%	513k	39.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$20M		256k	78.69	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.2	$20M	-2%	601k	32.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$19M	-2%	96k	200.78	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$19M	-5%	79k	243.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$19M	-5%	176k	106.19	View chart
Tesla Motors (TSLA)	0.2	$19M	-7%	71k	261.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$18M	-2%	368k	49.70	View chart
At&t (T)	0.2	$18M	-2%	829k	22.00	View chart
Enterprise Products Partners (EPD)	0.2	$18M	+2%	625k	29.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$18M	+12%	1.1M	16.05	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$18M	+6%	632k	28.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$18M	-5%	150k	116.96	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.2	$17M		77k	220.89	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$17M	+6%	344k	48.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$17M	-2%	70k	237.21	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$17M	-3%	200k	83.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$17M		84k	197.17	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$16M	-4%	276k	57.41	View chart
salesforce (CRM)	0.2	$16M	-4%	58k	273.71	View chart
Philip Morris International (PM)	0.2	$16M		130k	121.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$16M	-2%	86k	181.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$15M		233k	64.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$15M	-6%	78k	189.80	View chart
Cigna Corp (CI)	0.2	$15M	+3%	43k	346.44	View chart
Honeywell International (HON)	0.2	$15M	-7%	71k	206.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$14M	-4%	213k	64.74	View chart
Colgate-Palmolive Company (CL)	0.2	$14M	-2%	132k	103.81	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$14M	-7%	193k	70.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$13M		133k	101.32	View chart
Paypal Holdings (PYPL)	0.2	$13M	-14%	168k	78.03	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$13M	+2%	479k	26.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M		94k	135.07	View chart
Nike CL B (NKE)	0.1	$13M	-13%	143k	88.40	View chart
Stryker Corporation (SYK)	0.1	$13M	-11%	35k	361.26	View chart
Enbridge (ENB)	0.1	$13M	-9%	308k	40.61	View chart
Charles Schwab Corporation (SCHW)	0.1	$13M	-4%	193k	64.81	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$12M		608k	20.38	View chart
Target Corporation (TGT)	0.1	$12M		79k	155.86	View chart
Nextera Energy (NEE)	0.1	$12M	-3%	146k	84.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$12M	+3%	123k	97.42	View chart
Adobe Systems Incorporated (ADBE)	0.1	$12M	-7%	23k	517.79	View chart
Chubb (CB)	0.1	$12M	-13%	41k	288.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$12M		210k	55.63	View chart
Union Pacific Corporation (UNP)	0.1	$12M		47k	246.48	View chart
Texas Instruments Incorporated (TXN)	0.1	$12M	-4%	56k	206.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$11M	-8%	32k	353.48	View chart
3M Company (MMM)	0.1	$11M		82k	136.70	View chart
Bristol Myers Squibb (BMY)	0.1	$11M	-5%	215k	51.74	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$11M	-34%	120k	91.81	View chart
Parker-Hannifin Corporation (PH)	0.1	$11M		17k	631.83	View chart
Boeing Company (BA)	0.1	$11M	-11%	71k	152.04	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$11M	-14%	478k	22.26	View chart
Biontech Se Sponsored Ads (BNTX)	0.1	$11M	+3%	88k	118.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$10M	+8%	216k	47.52	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$10M	-3%	405k	25.10	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$10M		185k	54.68	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$10M	+57%	239k	41.72	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$9.9M	+4%	409k	24.30	View chart
International Paper Company (IP)	0.1	$9.9M		203k	48.85	View chart
Kraft Heinz (KHC)	0.1	$9.9M		282k	35.11	View chart
Ge Aerospace Com New (GE)	0.1	$9.7M	-10%	52k	188.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.7M	-3%	154k	63.00	View chart
Netflix (NFLX)	0.1	$9.5M	-6%	13k	709.29	View chart
Kinder Morgan (KMI)	0.1	$9.4M	-4%	427k	22.09	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$9.4M	+2%	61k	154.02	View chart
Starbucks Corporation (SBUX)	0.1	$9.2M	-10%	95k	97.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$9.2M	+2%	317k	29.06	View chart
Emerson Electric (EMR)	0.1	$9.0M	+3%	82k	109.37	View chart
Altria (MO)	0.1	$8.9M		175k	51.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$8.9M	-15%	44k	202.76	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$8.8M	-2%	81k	108.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.7M		15k	586.54	View chart
Uber Technologies (UBER)	0.1	$8.7M	-19%	116k	75.16	View chart
Sylvamo Corp Common Stock (SLVM)	0.1	$8.7M		101k	85.85	View chart
Piper Jaffray Companies (PIPR)	0.1	$8.7M		31k	283.81	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$8.6M	-3%	146k	59.23	View chart
Roper Industries (ROP)	0.1	$8.4M	-3%	15k	556.45	View chart
Deere & Company (DE)	0.1	$8.4M	+2%	20k	417.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$8.4M	-24%	37k	225.76	View chart
Newmont Mining Corporation (NEM)	0.1	$8.4M	-2%	156k	53.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.3M	-2%	54k	153.13	View chart
United Parcel Service CL B (UPS)	0.1	$8.2M	-10%	60k	136.34	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$8.2M	+4%	295k	27.70	View chart
Norfolk Southern (NSC)	0.1	$8.1M	+125%	33k	248.50	View chart
Unilever Spon Adr New (UL)	0.1	$8.1M	-19%	125k	64.96	View chart
Valero Energy Corporation (VLO)	0.1	$8.1M		60k	135.03	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$7.9M	-11%	17k	465.08	View chart
Southern Company (SO)	0.1	$7.9M	-14%	88k	90.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.9M	+4%	212k	37.20	View chart
Ishares Tr International Sl (ISCF)	0.1	$7.9M	-21%	223k	35.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$7.8M		119k	65.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$7.8M		28k	280.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$7.8M	+16%	32k	245.45	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$7.8M	-16%	161k	48.14	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$7.8M	+25%	231k	33.60	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$7.7M	-6%	186k	41.44	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$7.7M	+54%	93k	82.94	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$7.7M	+9%	53k	145.60	View chart
Intel Corporation (INTC)	0.1	$7.6M	-22%	326k	23.46	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$7.6M		131k	58.11	View chart
American Water Works (AWK)	0.1	$7.5M	-10%	52k	146.24	View chart
Verizon Communications (VZ)	0.1	$7.5M	-16%	166k	44.91	View chart
Williams Companies (WMB)	0.1	$7.4M		162k	45.65	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$7.4M	-17%	17k	423.12	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$7.3M		160k	45.49	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$7.3M	-22%	38k	192.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$7.3M	+16%	189k	38.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$7.2M	+10%	294k	24.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$7.2M		187k	38.31	View chart
Goldman Sachs (GS)	0.1	$7.1M		14k	495.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$7.1M	+12%	182k	38.95	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$7.0M		275k	25.64	View chart
Airbnb Com Cl A (ABNB)	0.1	$7.0M	+3%	55k	126.81	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$7.0M	+16%	184k	37.86	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$7.0M	+11%	156k	44.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$6.9M	+49%	113k	61.51	View chart
ConocoPhillips (COP)	0.1	$6.9M	-9%	66k	105.28	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$6.8M	-6%	85k	80.78	View chart
Agnico (AEM)	0.1	$6.8M	-25%	85k	80.56	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$6.8M	+10%	59k	114.97	View chart
Zoom Video Communications In Cl A (ZM)	0.1	$6.8M		98k	69.74	View chart
McKesson Corporation (MCK)	0.1	$6.7M		14k	494.40	View chart
Marriott Intl Cl A (MAR)	0.1	$6.7M		27k	248.60	View chart
Illinois Tool Works (ITW)	0.1	$6.7M	-12%	25k	262.07	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$6.6M		246k	26.83	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$6.6M	-8%	165k	39.69	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$6.6M	-3%	124k	52.82	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.5M	-2%	129k	50.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.5M	-4%	55k	119.70	View chart
Franco-Nevada Corporation (FNV)	0.1	$6.4M	-10%	52k	124.25	View chart
Simon Property (SPG)	0.1	$6.4M	-2%	38k	169.02	View chart
Phillips 66 (PSX)	0.1	$6.3M		48k	131.45	View chart
Danaher Corporation (DHR)	0.1	$6.3M	-4%	23k	278.02	View chart
Ecolab (ECL)	0.1	$6.3M	-14%	25k	255.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$6.3M	-7%	169k	36.92	View chart
NetApp (NTAP)	0.1	$6.3M	+15%	51k	123.51	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$6.2M	+690%	16k	389.12	View chart
Canadian Pacific Kansas City (CP)	0.1	$6.2M	-4%	73k	85.54	View chart
Waste Management (WM)	0.1	$6.2M	-2%	30k	207.60	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$6.1M	-20%	243k	25.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$6.1M	-6%	164k	36.88	View chart
Verisk Analytics (VRSK)	0.1	$6.1M		23k	267.96	View chart
EOG Resources (EOG)	0.1	$6.0M	-20%	49k	122.93	View chart
Bio Rad Labs Cl A (BIO)	0.1	$6.0M		18k	334.58	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 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
Beacon Pointe Advisors 2020 Q4 filed Feb. 12, 2021

View all past filings

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