Beacon Pointe Advisors
Latest statistics and disclosures from Beacon Pointe Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VOO, MSFT, VTV, SCHX, and represent 15.34% of Beacon Pointe Advisors's stock portfolio.
- Added to shares of these 10 stocks: PG (+$23M), AAPL (+$19M), VOO (+$16M), VXUS (+$16M), TGT (+$11M), SPLG (+$11M), ABBV (+$11M), LLY (+$11M), VTV (+$10M), VTI (+$9.3M).
- Started 147 new stock positions in ARKK, MATW, PBTP, PWR, IVLU, LEG, EUSB, TWNK, RIG, TILT.
- Reduced shares in these 10 stocks: IEMG (-$8.0M), SBR (-$7.5M), , BYD (-$6.8M), SPY (-$6.5M), BTAI (-$6.5M), FLOT (-$6.3M), EPD (-$6.2M), REGN (-$5.9M), NVDA.
- Sold out of its positions in AFB, FRDM, APO, AQST, ATRA, AGR, BANF, OZK, BBDC, BTAI.
- Beacon Pointe Advisors was a net buyer of stock by $417M.
- Beacon Pointe Advisors has $5.9B in assets under management (AUM), dropping by 13.80%.
- Central Index Key (CIK): 0001744317
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Portfolio Holdings for Beacon Pointe Advisors
Beacon Pointe Advisors holds 1140 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Beacon Pointe Advisors has 1140 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Beacon Pointe Advisors March 31, 2023 positions
- Download the Beacon Pointe Advisors March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $271M | +7% | 1.6M | 164.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $230M | +7% | 612k | 376.09 |
|
| Microsoft Corporation (MSFT) | 2.7 | $160M | 554k | 288.30 |
|
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| Vanguard Index Fds Value Etf (VTV) | 2.1 | $121M | +9% | 876k | 138.11 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $118M | +3% | 2.4M | 48.37 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $116M | +5% | 550k | 210.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $113M | -2% | 274k | 411.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $92M | 297k | 308.77 |
|
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| NVIDIA Corporation (NVDA) | 1.3 | $75M | -6% | 270k | 277.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $63M | +17% | 306k | 204.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $60M | +3% | 606k | 99.64 |
|
| Ishares Tr National Mun Etf (MUB) | 1.0 | $59M | -4% | 545k | 107.74 |
|
| Procter & Gamble Company (PG) | 0.9 | $55M | +74% | 369k | 148.69 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $52M | +3% | 710k | 73.83 |
|
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| Visa Com Cl A (V) | 0.9 | $52M | +11% | 231k | 225.46 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $52M | +2% | 209k | 249.45 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $52M | +5% | 1.1M | 45.17 |
|
| Amazon (AMZN) | 0.9 | $52M | 499k | 103.29 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $51M | +14% | 545k | 93.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $50M | 482k | 103.73 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $45M | +6% | 292k | 155.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $45M | 292k | 154.01 |
|
|
| Pepsi (PEP) | 0.7 | $43M | +6% | 233k | 182.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $42M | 174k | 244.32 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $42M | -6% | 323k | 130.31 |
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| Home Depot (HD) | 0.7 | $42M | 141k | 295.12 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $39M | +7% | 601k | 65.17 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $39M | +20% | 807k | 48.53 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $37M | -7% | 367k | 101.02 |
|
| UnitedHealth (UNH) | 0.6 | $37M | +2% | 78k | 472.60 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $36M | +5% | 1.4M | 25.48 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $36M | -8% | 341k | 104.68 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $36M | +10% | 525k | 67.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $35M | -15% | 85k | 409.40 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $34M | +6% | 309k | 109.66 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $34M | -7% | 164k | 204.51 |
|
| Advanced Micro Devices (AMD) | 0.6 | $33M | -3% | 338k | 98.01 |
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| McDonald's Corporation (MCD) | 0.6 | $33M | +2% | 118k | 279.61 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $33M | +2% | 425k | 76.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $32M | -2% | 98k | 320.93 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $30M | +14% | 514k | 58.54 |
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| Chevron Corporation (CVX) | 0.5 | $29M | +29% | 179k | 163.16 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $28M | +13% | 60k | 472.73 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $28M | 424k | 66.85 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $28M | 387k | 72.74 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $27M | +19% | 369k | 73.16 |
|
| Amgen (AMGN) | 0.5 | $27M | -3% | 110k | 241.75 |
|
| Merck & Co (MRK) | 0.5 | $27M | +34% | 249k | 106.39 |
|
| Wal-Mart Stores (WMT) | 0.4 | $26M | 178k | 147.45 |
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| Meta Platforms Cl A (META) | 0.4 | $26M | 124k | 211.94 |
|
|
| Lowe's Companies (LOW) | 0.4 | $26M | +4% | 128k | 199.97 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $25M | -8% | 101k | 250.17 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $25M | +8% | 357k | 69.31 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $25M | -2% | 109k | 225.23 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $25M | +7% | 704k | 34.80 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $24M | +76% | 71k | 343.42 |
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| Listed Fd Tr Swan Hedged Eqty (HEGD) | 0.4 | $23M | +60% | 1.3M | 17.59 |
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| Cisco Systems (CSCO) | 0.4 | $23M | 447k | 52.28 |
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| Abbvie (ABBV) | 0.4 | $23M | +84% | 145k | 159.37 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $23M | 278k | 82.83 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $22M | +225% | 404k | 55.21 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $22M | 339k | 65.58 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $22M | +27% | 61k | 363.43 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $22M | +17% | 38k | 576.39 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $22M | +5% | 524k | 41.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $22M | +5% | 238k | 90.55 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.4 | $21M | +11% | 113k | 186.33 |
|
| Abbott Laboratories (ABT) | 0.4 | $21M | +18% | 208k | 101.26 |
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| Walt Disney Company (DIS) | 0.4 | $21M | +15% | 208k | 100.13 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $21M | +17% | 607k | 34.13 |
|
| Coca-Cola Company (KO) | 0.4 | $21M | +43% | 332k | 62.03 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $21M | -2% | 110k | 186.01 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $20M | 194k | 105.50 |
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|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $20M | -22% | 25k | 821.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $20M | -6% | 284k | 71.52 |
|
| Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.3 | $20M | -2% | 718k | 27.94 |
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| Automatic Data Processing (ADP) | 0.3 | $19M | 87k | 222.63 |
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| Pfizer (PFE) | 0.3 | $19M | 469k | 40.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $18M | -16% | 185k | 96.70 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $18M | -3% | 531k | 33.48 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $18M | +6% | 414k | 42.29 |
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| Costco Wholesale Corporation (COST) | 0.3 | $17M | +5% | 34k | 496.93 |
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| Intel Corporation (INTC) | 0.3 | $17M | +8% | 521k | 32.67 |
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| Qualcomm (QCOM) | 0.3 | $17M | +12% | 129k | 127.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $17M | -9% | 158k | 104.00 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.3 | $16M | +2% | 300k | 54.47 |
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| Honeywell International (HON) | 0.3 | $16M | -10% | 85k | 191.12 |
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| Bank of America Corporation (BAC) | 0.3 | $16M | 562k | 28.60 |
|
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| Boeing Company (BA) | 0.3 | $16M | -11% | 75k | 212.43 |
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| International Business Machines (IBM) | 0.3 | $16M | +6% | 119k | 131.09 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $15M | 245k | 62.89 |
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|
| Tesla Motors (TSLA) | 0.3 | $15M | +47% | 73k | 207.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $15M | +5% | 375k | 40.40 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $15M | -35% | 303k | 48.79 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $15M | -3% | 105k | 140.20 |
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| Caterpillar (CAT) | 0.2 | $14M | 63k | 228.84 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $14M | +7% | 147k | 97.93 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $14M | +120% | 154k | 91.82 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $14M | +377% | 289k | 48.15 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $14M | +53% | 431k | 32.23 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $14M | -8% | 49k | 285.81 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $14M | -6% | 310k | 44.43 |
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| Nextera Energy (NEE) | 0.2 | $13M | +3% | 173k | 77.08 |
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| Stryker Corporation (SYK) | 0.2 | $13M | 47k | 285.47 |
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| Broadcom (AVGO) | 0.2 | $13M | +3% | 20k | 641.56 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $13M | +39% | 278k | 46.91 |
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| Tractor Supply Company (TSCO) | 0.2 | $13M | 54k | 235.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $12M | -3% | 65k | 189.56 |
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| Starbucks Corporation (SBUX) | 0.2 | $12M | 116k | 104.13 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $12M | -6% | 187k | 63.89 |
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| Cigna Corp (CI) | 0.2 | $12M | +8% | 47k | 255.54 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $12M | +4% | 226k | 52.70 |
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| Ishares Tr International Sl (ISCF) | 0.2 | $12M | +2% | 372k | 31.08 |
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| Target Corporation (TGT) | 0.2 | $11M | NEW | 69k | 165.62 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $11M | +12% | 71k | 158.76 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $11M | +6% | 113k | 99.23 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $11M | +23% | 234k | 47.55 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $11M | -3% | 61k | 178.42 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $11M | +14% | 215k | 50.66 |
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| Nike CL B (NKE) | 0.2 | $11M | +5% | 87k | 122.64 |
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| Lauder Estee Cos Cl A (EL) | 0.2 | $11M | +115% | 43k | 246.46 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.2 | $11M | +53% | 153k | 68.98 |
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| Union Pacific Corporation (UNP) | 0.2 | $10M | +7% | 51k | 201.26 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $10M | +3% | 191k | 53.47 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $10M | -3% | 76k | 134.07 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $10M | -2% | 46k | 216.41 |
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| Canadian Natl Ry (CNI) | 0.2 | $10M | 84k | 117.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $9.8M | +2% | 64k | 151.76 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $9.7M | +33% | 628k | 15.46 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $9.6M | -14% | 115k | 83.04 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $9.6M | +63% | 381k | 25.14 |
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| Philip Morris International (PM) | 0.2 | $9.5M | +28% | 98k | 97.25 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $9.5M | 73k | 129.16 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $9.5M | +35% | 213k | 44.50 |
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| Verizon Communications (VZ) | 0.2 | $9.4M | +29% | 242k | 38.89 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $9.4M | -2% | 68k | 139.04 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $9.3M | +22% | 196k | 47.16 |
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| Newmont Mining Corporation (NEM) | 0.2 | $9.2M | +166% | 189k | 49.02 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $9.1M | 131k | 69.92 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $9.1M | -18% | 181k | 49.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $8.9M | -12% | 49k | 183.22 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $8.9M | 202k | 43.94 |
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| American Express Company (AXP) | 0.2 | $8.9M | +38% | 54k | 164.94 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $8.5M | +7% | 229k | 37.37 |
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| Colgate-Palmolive Company (CL) | 0.1 | $8.5M | +25% | 114k | 75.15 |
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| Illinois Tool Works (ITW) | 0.1 | $8.4M | +3% | 35k | 243.46 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $8.3M | -11% | 207k | 40.16 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $8.3M | +61% | 355k | 23.38 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $8.3M | +4% | 124k | 66.81 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $8.3M | -4% | 43k | 194.89 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $8.3M | -11% | 54k | 152.26 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $8.3M | +139% | 235k | 35.20 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $8.0M | NEW | 158k | 51.04 |
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| Oracle Corporation (ORCL) | 0.1 | $8.0M | +10% | 86k | 92.92 |
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| Southwest Airlines (LUV) | 0.1 | $8.0M | -24% | 245k | 32.54 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $7.9M | 421k | 18.87 |
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| salesforce (CRM) | 0.1 | $7.9M | -4% | 40k | 199.78 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $7.9M | -3% | 96k | 82.16 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $7.7M | -7% | 65k | 117.18 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $7.6M | +6% | 184k | 41.52 |
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| At&t (T) | 0.1 | $7.5M | +55% | 389k | 19.25 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $7.5M | 90k | 83.21 |
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| Deere & Company (DE) | 0.1 | $7.5M | -5% | 18k | 412.90 |
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| ConocoPhillips (COP) | 0.1 | $7.4M | +39% | 75k | 99.21 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $7.4M | +131% | 179k | 41.46 |
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| United Parcel Service CL B (UPS) | 0.1 | $7.4M | -14% | 38k | 193.99 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $7.4M | +63% | 300k | 24.53 |
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| Southern Company (SO) | 0.1 | $7.3M | +45% | 105k | 69.58 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $7.3M | +76% | 297k | 24.59 |
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| Roper Industries (ROP) | 0.1 | $7.3M | -2% | 17k | 440.70 |
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| Wisdomtree Tr Itl High Div Fd (DTH) | 0.1 | $7.2M | +2% | 191k | 37.65 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $7.1M | -2% | 359k | 19.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $7.0M | -2% | 48k | 144.62 |
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| Wp Carey (WPC) | 0.1 | $6.8M | +44% | 88k | 77.45 |
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| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $6.7M | +62% | 265k | 25.19 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $6.6M | -19% | 21k | 315.07 |
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| Goldman Sachs (GS) | 0.1 | $6.6M | -4% | 20k | 327.13 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $6.6M | +20% | 17k | 385.38 |
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| EOG Resources (EOG) | 0.1 | $6.6M | +19% | 58k | 114.63 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $6.5M | +36% | 67k | 96.47 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $6.4M | +404% | 424k | 15.00 |
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| Unilever Spon Adr New (UL) | 0.1 | $6.2M | -8% | 119k | 51.93 |
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| Wells Fargo & Company (WFC) | 0.1 | $6.1M | +5% | 163k | 37.38 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $6.1M | 227k | 26.63 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $6.0M | +111% | 48k | 124.07 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $5.9M | 15k | 385.48 |
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| Waste Management (WM) | 0.1 | $5.9M | 36k | 163.17 |
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| Valero Energy Corporation (VLO) | 0.1 | $5.8M | 42k | 139.60 |
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| Agnico (AEM) | 0.1 | $5.8M | +211% | 113k | 50.97 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $5.7M | +26% | 82k | 69.72 |
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| General Electric Com New (GE) | 0.1 | $5.7M | -4% | 60k | 95.60 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $5.7M | +57% | 153k | 37.38 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $5.7M | -4% | 98k | 57.42 |
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| Altria (MO) | 0.1 | $5.6M | +36% | 125k | 44.62 |
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| FedEx Corporation (FDX) | 0.1 | $5.6M | +15% | 24k | 228.48 |
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| Citigroup Com New (C) | 0.1 | $5.5M | 117k | 46.89 |
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| Marriott Intl Cl A (MAR) | 0.1 | $5.5M | -4% | 33k | 166.04 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $5.5M | +39% | 133k | 40.91 |
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| Linde SHS | 0.1 | $5.4M | NEW | 15k | 355.46 |
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| 3M Company (MMM) | 0.1 | $5.4M | +10% | 51k | 105.11 |
|
| Palo Alto Networks (PANW) | 0.1 | $5.4M | -18% | 27k | 199.74 |
|
| Microchip Technology (MCHP) | 0.1 | $5.4M | +186% | 64k | 83.78 |
|
| American Tower Reit (AMT) | 0.1 | $5.3M | 26k | 204.36 |
|
|
| Medtronic SHS (MDT) | 0.1 | $5.3M | +4% | 66k | 80.62 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.1 | $5.3M | +4% | 168k | 31.45 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $5.3M | +2% | 96k | 55.36 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $5.3M | +625% | 58k | 90.45 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $5.3M | -2% | 78k | 67.69 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $5.3M | +39% | 221k | 23.80 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $5.3M | +51% | 39k | 134.22 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.1 | $5.1M | 162k | 31.80 |
|
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.1 | $5.1M | +83% | 217k | 23.63 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $5.1M | +686% | 208k | 24.57 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $5.1M | 37k | 137.26 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $5.0M | +10% | 68k | 74.31 |
|
| Danaher Corporation (DHR) | 0.1 | $5.0M | -3% | 20k | 252.04 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $5.0M | -7% | 145k | 34.07 |
|
| CSX Corporation (CSX) | 0.1 | $4.6M | +174% | 155k | 29.94 |
|
| TJX Companies (TJX) | 0.1 | $4.6M | +17% | 59k | 78.36 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $4.6M | +156% | 195k | 23.73 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $4.6M | +49% | 88k | 52.38 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $4.6M | +85% | 108k | 42.50 |
|
| Netflix (NFLX) | 0.1 | $4.6M | -2% | 13k | 345.46 |
|
| Chubb (CB) | 0.1 | $4.5M | +2% | 23k | 194.18 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.1 | $4.5M | 148k | 30.68 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $4.5M | 20k | 226.82 |
|
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $4.5M | -5% | 130k | 34.68 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $4.5M | +35% | 185k | 24.18 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $4.5M | 59k | 75.55 |
|
|
| Gilead Sciences (GILD) | 0.1 | $4.4M | +26% | 53k | 82.97 |
|
| Uber Technologies (UBER) | 0.1 | $4.4M | 139k | 31.70 |
|
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $4.4M | NEW | 233k | 18.91 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $4.4M | -6% | 137k | 32.12 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.4M | +6% | 116k | 37.91 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $4.4M | +169% | 28k | 157.60 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.3M | -3% | 9.5k | 458.58 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $4.3M | NEW | 30k | 145.80 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $4.3M | +37% | 65k | 66.73 |
|
| Ecolab (ECL) | 0.1 | $4.3M | +5% | 26k | 165.53 |
|
| Wynn Resorts (WYNN) | 0.1 | $4.3M | +5% | 38k | 111.91 |
|
| Anthem (ELV) | 0.1 | $4.3M | +4% | 9.3k | 459.82 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $4.3M | 135k | 31.63 |
|
|
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.1 | $4.3M | -3% | 83k | 51.44 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $4.2M | +13% | 19k | 225.89 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $4.2M | -4% | 146k | 28.77 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $4.2M | +7% | 130k | 32.35 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $4.2M | +95% | 32k | 129.46 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $4.2M | -3% | 38k | 110.25 |
|
| Cummins (CMI) | 0.1 | $4.1M | +2% | 17k | 238.88 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $4.1M | +3% | 76k | 53.61 |
|
Past Filings by Beacon Pointe Advisors
SEC 13F filings are viewable for Beacon Pointe Advisors going back to 2018
- 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
- Beacon Pointe Advisors 2020 Q3 filed Nov. 16, 2020
- Beacon Pointe Advisors 2020 Q2 filed Aug. 14, 2020
- Beacon Pointe Advisors 2020 Q1 filed May 15, 2020
- Beacon Pointe Advisors 2019 Q4 filed Feb. 14, 2020
- Beacon Pointe Advisors 2019 Q3 filed Nov. 14, 2019
- Beacon Pointe Advisors 2019 Q2 filed Aug. 14, 2019