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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, LII, MSFT, VOO, NVDA, and represent 14.93% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUV (+$33M), WMT (+$22M), IJH (+$22M), ET (+$17M), VO (+$13M), SUM (+$12M), PFE (+$11M), VONV (+$8.1M), IWF (+$7.7M), PYPL (+$7.7M).
Started 91 new stock positions in GAME, UNIT, DRIV, JMST, LEA, BIO, USFR, IBIT, RSPU, GBTC.
Reduced shares in these 10 stocks: AAPL (-$18M), NVDA (-$17M), LLY (-$17M), LII (-$17M), SPY (-$15M), META (-$10M), TMO (-$9.4M), UNH (-$9.3M), JPM (-$9.3M), PEN (-$8.7M).
Sold out of its positions in FAX, PPLT, BKN, MUC, BXP, CCL, CWEN.A, EVT, ETB, ESRT.
Beacon Pointe Advisors was a net buyer of stock by $6.5M.
Beacon Pointe Advisors has $9.0B in assets under management (AUM), dropping by 7.47%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1323 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Beacon Pointe Advisors has 1323 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Call Option (AAPL)	3.7	$337M	-5%	2.0M	171.48	View chart
Lennox International (LII)	3.0	$270M	-5%	552k	488.76	View chart
Microsoft Corporation Put Option (MSFT)	3.0	$269M		639k	420.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$247M		514k	480.70	View chart
NVIDIA Corporation Call Option (NVDA)	2.4	$220M	-7%	244k	903.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$164M		312k	525.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$159M	+8%	637k	249.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$144M		2.3M	62.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$141M	+2%	335k	420.52	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$139M	+4%	856k	162.86	View chart
Amazon Call Option (AMZN)	1.2	$112M	-2%	622k	180.38	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$111M		321k	344.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$104M	-12%	199k	523.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$84M	-3%	324k	259.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$82M	+4%	839k	97.94	View chart
JPMorgan Chase & Co. (JPM)	0.9	$81M	-10%	405k	200.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$79M	-3%	523k	150.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$78M	+7%	1.1M	72.63	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	0.8	$75M		169k	444.01	View chart
Dillards Cl A (DDS)	0.8	$72M		152k	471.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$72M	+5%	772k	92.72	View chart
Chevron Corporation (CVX)	0.8	$71M		450k	157.74	View chart
Meta Platforms Cl A (META)	0.8	$71M	-12%	146k	485.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$68M	+12%	201k	337.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$66M		1.3M	50.17	View chart
Visa Com Cl A (V)	0.7	$65M	-11%	233k	279.08	View chart
Home Depot (HD)	0.7	$65M	-2%	170k	383.60	View chart
Procter & Gamble Company (PG)	0.7	$65M	-5%	400k	162.25	View chart
Advanced Micro Devices (AMD)	0.7	$62M		341k	180.49	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$61M		563k	107.60	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.6	$57M	+14%	956k	59.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$54M		999k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$54M		519k	103.79	View chart
Exxon Mobil Corporation Call Option (XOM)	0.6	$54M	+6%	462k	116.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$53M		292k	182.61	View chart
Johnson & Johnson (JNJ)	0.6	$53M	-5%	337k	158.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$49M	+5%	602k	81.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$49M	+210%	1.2M	40.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$46M		1.4M	31.95	View chart
Pepsi Put Option (PEP)	0.5	$46M	-4%	260k	175.01	View chart
International Business Machines (IBM)	0.5	$42M	-4%	222k	190.96	View chart
Broadcom (AVGO)	0.5	$42M		32k	1325.43	View chart
Pfizer (PFE)	0.4	$39M	+39%	1.4M	27.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$39M	+8%	450k	86.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$39M	+4%	481k	80.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$38M		516k	74.22	View chart
Merck & Co (MRK)	0.4	$37M	-4%	278k	131.95	View chart
McDonald's Corporation (MCD)	0.4	$36M		129k	281.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$34M	+3%	119k	288.03	View chart
Eli Lilly & Co. (LLY)	0.4	$34M	-33%	44k	777.96	View chart
Lowe's Companies (LOW)	0.4	$34M	-11%	135k	254.73	View chart
Caterpillar (CAT)	0.4	$33M	+24%	91k	366.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$33M	+5%	851k	39.02	View chart
Wal-Mart Stores (WMT)	0.4	$33M	+205%	548k	60.17	View chart
Costco Wholesale Corporation (COST)	0.4	$33M	+16%	45k	732.63	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$32M		130k	250.04	View chart
Amgen (AMGN)	0.4	$32M	-3%	112k	284.32	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$32M	-2%	133k	238.32	View chart
Palo Alto Networks (PANW)	0.3	$31M	-2%	109k	284.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$31M		203k	152.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$31M		252k	120.99	View chart
Walt Disney Company (DIS)	0.3	$30M	+13%	245k	122.36	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$30M		248k	119.51	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$30M	-2%	103k	286.61	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$29M	+131%	1.9M	15.73	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$29M		503k	58.07	View chart
Lockheed Martin Corporation (LMT)	0.3	$29M	-4%	64k	454.87	View chart
UnitedHealth (UNH)	0.3	$29M	-24%	58k	494.70	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$28M	+4%	689k	40.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$28M	+4%	164k	169.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$28M	+384%	453k	60.74	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$27M	+4%	289k	94.41	View chart
Mastercard Incorporated Cl A (MA)	0.3	$27M	-10%	56k	481.57	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$27M		356k	75.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$27M		234k	115.30	View chart
Abbott Laboratories (ABT)	0.3	$26M	-21%	232k	113.66	View chart
Fortinet (FTNT)	0.3	$26M	+12%	384k	68.31	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$26M	+8%	813k	31.61	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$26M	+4%	697k	36.75	View chart
Abbvie (ABBV)	0.3	$25M	-13%	139k	182.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$25M		158k	155.91	View chart
Wells Fargo & Company (WFC)	0.3	$25M		423k	57.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$24M		494k	49.24	View chart
Cisco Systems (CSCO)	0.3	$24M	+2%	485k	49.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$24M	-6%	473k	50.60	View chart
Coca-Cola Company (KO)	0.3	$23M	-15%	379k	61.18	View chart
Qualcomm (QCOM)	0.3	$23M	+7%	136k	169.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$22M	-2%	109k	205.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$22M	-9%	209k	104.73	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$22M		23k	962.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$22M	-10%	272k	79.86	View chart
Bank of America Corporation (BAC)	0.2	$22M	-6%	573k	37.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$22M	-7%	518k	41.77	View chart
Oneok (OKE)	0.2	$22M	-10%	270k	80.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$22M	-7%	258k	83.58	View chart
Intel Corporation (INTC)	0.2	$22M		488k	44.17	View chart
Automatic Data Processing (ADP)	0.2	$21M	-5%	86k	249.74	View chart
Oracle Corporation Put Option (ORCL)	0.2	$21M		170k	125.61	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$21M	-21%	300k	70.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$21M	-3%	80k	260.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$21M		272k	76.67	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$21M	+8%	690k	29.99	View chart
Thermo Fisher Scientific (TMO)	0.2	$21M	-31%	36k	581.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$21M	-3%	87k	235.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$20M	-3%	106k	191.88	View chart
Enterprise Products Partners (EPD)	0.2	$20M	-3%	695k	29.18	View chart
Raytheon Technologies Corp (RTX)	0.2	$20M		204k	97.53	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$20M	-12%	546k	36.19	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$20M	+16%	470k	41.95	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$20M		345k	56.98	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$20M		82k	239.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$20M	+2%	232k	84.44	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.2	$19M	-5%	630k	30.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$19M	-11%	226k	84.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$19M	-2%	170k	110.52	View chart
American Express Company (AXP)	0.2	$19M	+26%	82k	227.69	View chart
Texas Instruments Incorporated (TXN)	0.2	$19M	-6%	108k	174.21	View chart
salesforce (CRM)	0.2	$19M	-16%	61k	301.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$18M	+10%	319k	57.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$18M	-4%	77k	228.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$17M	-7%	81k	210.30	View chart
Honeywell International (HON)	0.2	$17M	-21%	81k	205.25	View chart
Boeing Company (BA)	0.2	$16M		85k	192.99	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$16M	-11%	238k	68.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$16M	-3%	387k	42.01	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$16M	+100%	205k	78.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$16M	-2%	86k	186.81	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$16M	-24%	310k	51.60	View chart
At&t (T)	0.2	$16M	+3%	904k	17.60	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$16M	-2%	90k	175.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$16M		251k	62.34	View chart
Charles Schwab Corporation (SCHW)	0.2	$15M	-5%	213k	72.34	View chart
Stryker Corporation (SYK)	0.2	$15M		42k	357.87	View chart
Bristol Myers Squibb (BMY)	0.2	$15M	-11%	275k	54.23	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$15M	+3%	573k	25.96	View chart
Target Corporation (TGT)	0.2	$15M	+21%	83k	177.21	View chart
Tesla Motors (TSLA)	0.2	$15M	-10%	83k	175.79	View chart
Nike CL B (NKE)	0.2	$15M	+14%	155k	93.98	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$14M	+35%	299k	47.44	View chart
Tractor Supply Company (TSCO)	0.2	$14M		54k	261.72	View chart
Paypal Holdings (PYPL)	0.2	$14M	+120%	211k	66.99	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$14M	+3%	142k	99.43	View chart
Cigna Corp (CI)	0.2	$14M	-20%	38k	363.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$14M		40k	346.61	View chart
Adobe Systems Incorporated (ADBE)	0.1	$13M	+30%	26k	504.60	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$13M		236k	54.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$13M	-3%	71k	179.11	View chart
Enbridge (ENB)	0.1	$13M	-2%	351k	36.18	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$13M		200k	63.21	View chart
Chubb (CB)	0.1	$13M		48k	259.13	View chart
Summit Matls Cl A (SUM)	0.1	$12M	NEW	278k	44.57	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$12M	-9%	135k	91.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$12M	-28%	204k	60.30	View chart
Union Pacific Corporation (UNP)	0.1	$12M	-4%	50k	245.93	View chart
Colgate-Palmolive Company (CL)	0.1	$12M		136k	90.05	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$12M	-5%	99k	123.18	View chart
Philip Morris International Call Option (PM)	0.1	$12M	-8%	133k	91.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$12M	-13%	38k	320.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$11M	-2%	194k	58.65	View chart
Uber Technologies (UBER)	0.1	$11M		147k	76.99	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$11M	+7%	543k	20.73	View chart
Starbucks Corporation (SBUX)	0.1	$11M	-8%	122k	91.39	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$11M	+4%	448k	24.82	View chart
Capital Southwest Corporation (CSWC)	0.1	$11M	+7%	437k	24.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$11M	+16%	52k	208.27	View chart
United Parcel Service CL B (UPS)	0.1	$11M	+43%	72k	148.63	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$11M		430k	24.81	View chart
Kraft Heinz (KHC)	0.1	$11M		287k	36.90	View chart
Nextera Energy (NEE)	0.1	$11M	-11%	166k	63.91	View chart
General Electric Com New (GE)	0.1	$11M	+6%	60k	175.53	View chart
Parker-Hannifin Corporation (PH)	0.1	$10M	-16%	19k	555.79	View chart
S&p Global (SPGI)	0.1	$10M	+112%	24k	425.45	View chart
Valero Energy Corporation (VLO)	0.1	$10M	+4%	61k	170.69	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$10M		194k	53.34	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$10M	-10%	410k	25.05	View chart
ConocoPhillips (COP)	0.1	$10M	-3%	80k	127.28	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$10M		589k	17.30	View chart
Piper Jaffray Companies (PIPR)	0.1	$10M	-18%	51k	198.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$10M	-5%	53k	187.35	View chart
Netflix (NFLX)	0.1	$10M	-20%	16k	607.31	View chart
Ishares Tr International Sl (ISCF)	0.1	$9.8M	-9%	296k	32.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$9.5M		110k	86.48	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$9.5M	+3%	90k	105.03	View chart
Verizon Communications (VZ)	0.1	$9.5M	+10%	226k	41.96	View chart
Roper Industries (ROP)	0.1	$9.4M		17k	560.84	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$9.2M	+8%	388k	23.85	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$8.9M	+18%	22k	397.77	View chart
Biontech Se Sponsored Ads (BNTX)	0.1	$8.8M	+81%	96k	92.25	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$8.8M	+66%	87k	100.81	View chart
Emerson Electric (EMR)	0.1	$8.8M	+10%	78k	113.42	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$8.7M	+9%	184k	47.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.7M	-3%	17k	524.33	View chart
Kinder Morgan (KMI)	0.1	$8.7M	+13%	472k	18.34	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$8.6M	+7%	58k	147.73	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$8.6M	+2%	152k	56.39	View chart
Illinois Tool Works (ITW)	0.1	$8.6M	-2%	32k	268.33	View chart
Phillips 66 (PSX)	0.1	$8.5M	+3%	52k	163.34	View chart
3M Company (MMM)	0.1	$8.4M	+53%	79k	106.07	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$8.2M		302k	27.19	View chart
International Paper Company (IP)	0.1	$8.1M		209k	39.02	View chart
Sherwin-Williams Company (SHW)	0.1	$8.1M	-4%	23k	347.33	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$8.1M	-7%	204k	39.63	View chart
Altria (MO)	0.1	$8.1M	-29%	185k	43.62	View chart
Pacific Premier Ban (PPBI)	0.1	$8.1M	+1018%	336k	24.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$8.0M		19k	418.01	View chart
Unilever Spon Adr New (UL)	0.1	$7.9M		158k	50.19	View chart
Dow (DOW)	0.1	$7.9M	+6%	137k	57.93	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$7.9M	+501%	48k	164.01	View chart
EOG Resources (EOG)	0.1	$7.9M	-11%	62k	127.84	View chart
Deere & Company (DE)	0.1	$7.8M	-9%	19k	410.73	View chart
Palantir Technologies Cl A (PLTR)	0.1	$7.8M	+2%	338k	23.01	View chart
Lam Research Corporation (LRCX)	0.1	$7.7M		7.9k	971.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.6M	-2%	58k	131.37	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$7.5M	+6%	131k	57.54	View chart
Waste Management (WM)	0.1	$7.5M		35k	213.15	View chart
Southern Company (SO)	0.1	$7.5M		105k	71.74	View chart
Zoom Video Communications In Cl A (ZM)	0.1	$7.5M	+51%	115k	65.37	View chart
McKesson Corporation (MCK)	0.1	$7.4M	+333%	14k	536.83	View chart
Agnico (AEM)	0.1	$7.4M	-5%	123k	59.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$7.3M	+5%	114k	64.26	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$7.2M	+2%	157k	46.00	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$7.2M		169k	42.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$7.1M	-6%	195k	36.60	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$7.0M	+7%	193k	36.54	View chart
Travelers Companies (TRV)	0.1	$7.0M		31k	230.14	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$7.0M	-2%	136k	51.50	View chart
American Water Works (AWK)	0.1	$7.0M	+22%	57k	122.21	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$6.9M	+9%	258k	26.94	View chart
Ecolab (ECL)	0.1	$6.9M		30k	230.90	View chart
Wp Carey (WPC)	0.1	$6.9M	+38%	122k	56.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$6.7M	-17%	49k	137.22	View chart
Canadian Pacific Kansas City (CP)	0.1	$6.7M		76k	88.17	View chart
Novo-nordisk A S Adr (NVO)	0.1	$6.7M	+2%	52k	128.40	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.7M		133k	50.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$6.7M	-4%	187k	35.55	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$6.6M	+2%	297k	22.37	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$6.6M	-13%	162k	41.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$6.6M	+82%	193k	34.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$6.6M	-18%	181k	36.50	View chart
Linde SHS (LIN)	0.1	$6.6M	-13%	14k	464.31	View chart
Bio Rad Labs Cl A (BIO)	0.1	$6.6M	NEW	19k	345.87	View chart
Franco-Nevada Corporation (FNV)	0.1	$6.6M	-4%	55k	119.16	View chart
Okta Cl A (OKTA)	0.1	$6.5M		62k	104.62	View chart
Walgreen Boots Alliance (WBA)	0.1	$6.4M		296k	21.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$6.4M	-11%	171k	37.49	View chart
Simon Property (SPG)	0.1	$6.4M	-23%	41k	156.49	View chart
CSX Corporation (CSX)	0.1	$6.4M		171k	37.07	View chart
Sylvamo Corp Common Stock (SLVM)	0.1	$6.3M		101k	61.74	View chart
Goldman Sachs (GS)	0.1	$6.0M	-17%	15k	417.68	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$6.0M	+3%	241k	25.06	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 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
Beacon Pointe Advisors 2020 Q3 filed Nov. 16, 2020
Beacon Pointe Advisors 2020 Q2 filed Aug. 14, 2020

View all past filings

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