Beacon Pointe Advisors

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

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Positions held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1293 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Beacon Pointe Advisors has 1293 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $399M -2% 2.1M 192.53
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Lennox International (LII) 3.1 $262M +105% 586k 447.52
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Microsoft Corporation Put Option (MSFT) 2.9 $242M -3% 642k 376.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $223M -18% 511k 436.82
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $151M -11% 316k 477.63
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Vanguard Index Fds Mid Cap Etf (VO) 1.6 $136M -33% 585k 232.65
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $132M -2% 2.3M 56.40
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NVIDIA Corporation (NVDA) 1.6 $130M -3% 263k 495.22
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Vanguard Index Fds Value Etf (VTV) 1.5 $122M -13% 816k 149.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $117M -7% 327k 356.66
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $108M +15% 228k 475.32
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Vanguard Index Fds Growth Etf (VUG) 1.2 $98M -13% 316k 310.88
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Amazon Call Option (AMZN) 1.2 $98M 641k 151.94
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $80M -28% 337k 237.22
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Ishares Tr Core Us Aggbd Et (AGG) 1.0 $80M 801k 99.25
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JPMorgan Chase & Co. (JPM) 0.9 $77M +3% 451k 170.10
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $75M -8% 539k 139.69
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $74M -14% 1.0M 73.55
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $70M +25% 170k 409.53
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Visa Com Cl A (V) 0.8 $69M -4% 263k 260.35
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Chevron Corporation (CVX) 0.8 $68M -2% 459k 149.16
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $63M -18% 1.3M 47.90
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Procter & Gamble Company (PG) 0.7 $62M -5% 423k 146.54
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Dillards Cl A (DDS) 0.7 $62M 153k 403.65
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $61M 732k 82.96
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Home Depot (HD) 0.7 $60M -7% 174k 346.56
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Ishares Tr National Mun Etf (MUB) 0.7 $60M -20% 556k 108.41
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Meta Platforms Cl A (META) 0.7 $59M +4% 166k 353.96
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Johnson & Johnson (JNJ) 0.7 $56M -3% 355k 156.74
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $54M -7% 178k 303.18
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Ishares Tr Eafe Value Etf (EFV) 0.6 $53M -19% 1.0M 52.10
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.6 $51M -24% 835k 61.53
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Advanced Micro Devices (AMD) 0.6 $51M -3% 346k 147.41
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $51M -13% 297k 170.40
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Ishares Tr Eafe Grwth Etf (EFG) 0.6 $50M -28% 518k 96.85
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Pepsi Put Option (PEP) 0.6 $46M -6% 271k 169.84
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Exxon Mobil Corporation (XOM) 0.5 $43M -7% 434k 99.98
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $43M 571k 75.32
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $42M +16% 1.5M 29.23
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UnitedHealth (UNH) 0.5 $41M -3% 77k 526.47
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McDonald's Corporation (MCD) 0.5 $39M +2% 131k 296.50
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Eli Lilly & Co. (LLY) 0.5 $39M 66k 582.89
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International Business Machines (IBM) 0.5 $38M +28% 232k 163.55
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Broadcom (AVGO) 0.4 $36M +7% 32k 1116.31
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $36M +5% 506k 70.35
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $35M -3% 462k 76.13
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Lowe's Companies (LOW) 0.4 $34M 153k 222.55
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Amgen (AMGN) 0.4 $34M 116k 288.02
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Palo Alto Networks (PANW) 0.4 $33M +31% 112k 294.88
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $33M -8% 416k 78.02
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Abbott Laboratories (ABT) 0.4 $32M +10% 295k 110.07
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Merck & Co (MRK) 0.4 $32M +3% 290k 109.02
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $30M -5% 116k 262.28
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Lockheed Martin Corporation (LMT) 0.4 $30M +3% 67k 453.22
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $30M -3% 810k 36.96
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.4 $30M 137k 216.94
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Pfizer Call Option (PFE) 0.3 $29M -24% 1.0M 28.79
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Arthur J. Gallagher & Co. (AJG) 0.3 $29M 130k 224.88
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $29M +10% 494k 58.33
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Alphabet Cap Stk Cl C (GOOG) 0.3 $29M +4% 203k 140.93
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Wal-Mart Stores (WMT) 0.3 $28M -15% 180k 157.65
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $28M -24% 253k 111.63
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Mondelez Intl Cl A (MDLZ) 0.3 $28M +5% 384k 72.43
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Vanguard World Mega Cap Val Etf (MGV) 0.3 $28M -9% 252k 109.37
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Thermo Fisher Scientific (TMO) 0.3 $27M +6% 52k 530.79
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Vanguard World Mega Grwth Ind (MGK) 0.3 $27M -14% 105k 259.51
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Mastercard Incorporated Cl A (MA) 0.3 $27M 63k 426.51
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Coca-Cola Company (KO) 0.3 $27M +24% 451k 58.93
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $26M -33% 94k 277.14
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $26M -11% 503k 51.05
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Costco Wholesale Corporation (COST) 0.3 $26M -4% 39k 660.10
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Abbvie (ABBV) 0.3 $25M -5% 161k 154.97
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $25M -8% 356k 70.10
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $25M +17% 157k 157.80
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Intel Corporation (INTC) 0.3 $24M -5% 485k 50.25
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $24M +27% 658k 36.98
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $24M -22% 231k 105.23
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $24M -11% 230k 105.43
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Cisco Systems (CSCO) 0.3 $24M -14% 473k 50.52
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $24M 502k 47.24
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Select Sector Spdr Tr Energy (XLE) 0.3 $23M +4% 278k 83.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $23M -13% 561k 41.10
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $23M 306k 75.35
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $23M +19% 159k 145.01
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Tesla Motors Call Option (TSLA) 0.3 $23M -3% 93k 248.48
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Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $23M +8% 665k 34.36
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $22M -33% 627k 35.41
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $22M -18% 279k 78.03
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Boeing Company (BA) 0.3 $22M -10% 83k 260.66
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Caterpillar (CAT) 0.3 $22M 73k 295.67
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Honeywell International (HON) 0.3 $22M +2% 103k 209.71
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Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $21M +19% 746k 28.61
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Spdr Gold Tr Gold Shs (GLD) 0.3 $21M +40% 111k 191.17
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $21M -5% 276k 77.02
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Oneok (OKE) 0.3 $21M +35% 302k 70.22
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Automatic Data Processing (ADP) 0.3 $21M 91k 232.97
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Ishares Core Msci Emkt (IEMG) 0.2 $21M 413k 50.58
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Bank of America Corporation (BAC) 0.2 $21M -5% 611k 33.67
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Wells Fargo & Company (WFC) 0.2 $21M -5% 417k 49.22
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $20M +33% 84k 241.78
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Fortinet (FTNT) 0.2 $20M +169% 343k 58.53
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Regeneron Pharmaceuticals (REGN) 0.2 $20M -4% 23k 878.27
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $20M +34% 110k 179.97
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $20M +11% 90k 219.57
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $20M +32% 255k 77.73
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Texas Instruments Incorporated (TXN) 0.2 $20M -11% 115k 170.46
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Walt Disney Company (DIS) 0.2 $19M -35% 215k 90.29
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salesforce (CRM) 0.2 $19M +12% 74k 263.13
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Enterprise Products Partners (EPD) 0.2 $19M +20% 721k 26.35
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Unified Ser Tr Abslute Selct Vl (ABEQ) 0.2 $19M -12% 665k 28.36
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $19M 174k 108.25
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.2 $19M -11% 268k 69.21
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Qualcomm (QCOM) 0.2 $18M -6% 126k 144.63
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Oracle Corporation Put Option (ORCL) 0.2 $18M -18% 167k 105.43
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $18M +10% 339k 51.83
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Ishares Tr Russell 2000 Etf Put Option (IWM) 0.2 $18M +51% 88k 200.71
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $18M -69% 80k 218.15
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $17M -27% 81k 213.33
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $17M +12% 404k 42.40
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Raytheon Technologies Corp (RTX) 0.2 $17M -27% 204k 84.14
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $17M +15% 633k 27.05
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $17M -58% 226k 75.10
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $17M -22% 284k 57.96
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Bristol Myers Squibb (BMY) 0.2 $16M -16% 311k 51.31
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $16M +19% 288k 54.98
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Ishares Gold Tr Ishares New (IAU) 0.2 $16M +27% 400k 39.03
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Charles Schwab Corporation (SCHW) 0.2 $16M -21% 225k 68.80
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $15M +3% 88k 173.89
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $15M -2% 92k 164.41
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $15M +4% 253k 59.62
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At&t (T) 0.2 $15M -8% 872k 16.78
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Nike CL B (NKE) 0.2 $15M -23% 135k 108.57
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Cigna Corp (CI) 0.2 $14M 48k 299.46
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $14M -7% 381k 37.22
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Penumbra (PEN) 0.2 $14M NEW 56k 251.54
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.2 $14M 551k 25.20
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $14M -31% 39k 350.91
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Philip Morris International (PM) 0.2 $14M -2% 146k 94.08
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $14M -26% 149k 91.39
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $14M +13% 137k 98.59
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Sabine Rty Tr Unit Ben Int (SBR) 0.2 $13M +2% 199k 67.71
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Enbridge (ENB) 0.2 $13M +37% 362k 36.02
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Union Pacific Corporation (UNP) 0.2 $13M -2% 53k 245.63
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Starbucks Corporation (SBUX) 0.2 $13M -35% 133k 96.01
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $13M +13% 240k 52.33
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Stryker Corporation (SYK) 0.1 $12M -5% 41k 299.47
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Ishares Tr Select Divid Etf (DVY) 0.1 $12M -16% 105k 117.22
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American Express Company (AXP) 0.1 $12M 65k 187.34
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $12M -2% 74k 165.25
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Adobe Systems Incorporated (ADBE) 0.1 $12M -37% 20k 596.61
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Tractor Supply Company (TSCO) 0.1 $12M 54k 215.03
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $12M -3% 460k 24.91
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Nextera Energy (NEE) 0.1 $11M -7% 187k 60.74
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $11M -3% 199k 56.14
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Chubb (CB) 0.1 $11M +20% 49k 226.00
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $11M +6% 44k 255.32
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $11M +46% 802k 13.80
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Colgate-Palmolive Company (CL) 0.1 $11M +31% 137k 79.71
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Piper Jaffray Companies (PIPR) 0.1 $11M 62k 174.87
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $11M 432k 24.76
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Altria (MO) 0.1 $11M +5% 264k 40.34
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Kraft Heinz (KHC) 0.1 $11M 287k 36.98
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $11M +4% 221k 47.56
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Ishares Tr International Sl (ISCF) 0.1 $11M -4% 326k 32.13
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $10M +6% 427k 24.25
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Parker-Hannifin Corporation (PH) 0.1 $10M +31% 22k 460.71
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Netflix (NFLX) 0.1 $10M -25% 21k 486.87
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Listed Fd Tr Swan Hedged Eqty (HEGD) 0.1 $9.9M -31% 505k 19.52
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Target Corporation (TGT) 0.1 $9.7M NEW 68k 142.42
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ConocoPhillips (COP) 0.1 $9.6M -8% 83k 116.07
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Capital Southwest Corporation (CSWC) 0.1 $9.6M +855% 405k 23.70
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Danaher Corporation (DHR) 0.1 $9.6M +12% 42k 231.34
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $9.6M 109k 88.37
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $9.5M -3% 597k 15.93
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $9.4M +353% 87k 108.26
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $9.4M 192k 48.72
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Roper Industries (ROP) 0.1 $9.2M -3% 17k 545.20
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Uber Technologies (UBER) 0.1 $9.0M 146k 61.57
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Penn National Gaming (PENN) 0.1 $8.8M 339k 26.02
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $8.8M -16% 56k 156.88
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Select Sector Spdr Tr Technology (XLK) 0.1 $8.6M +53% 45k 192.48
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Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $8.6M +12% 359k 23.90
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Illinois Tool Works (ITW) 0.1 $8.6M 33k 261.94
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Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $8.6M -12% 220k 38.89
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EOG Resources (EOG) 0.1 $8.4M -3% 70k 120.95
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Deere & Company (DE) 0.1 $8.4M 21k 399.88
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $8.3M -6% 17k 484.04
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Ishares Tr Ishares Biotech (IBB) 0.1 $8.1M -3% 60k 135.85
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $8.0M 168k 47.79
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $8.0M +140% 148k 53.84
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United Parcel Service CL B (UPS) 0.1 $7.9M -26% 50k 157.23
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $7.8M -4% 19k 406.89
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Verizon Communications (VZ) 0.1 $7.7M -25% 205k 37.70
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Blackstone Group Inc Com Cl A (BX) 0.1 $7.7M -17% 59k 130.92
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Unilever Spon Adr New (UL) 0.1 $7.7M -47% 159k 48.48
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Walgreen Boots Alliance (WBA) 0.1 $7.7M -2% 295k 26.11
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Norfolk Southern (NSC) 0.1 $7.7M 33k 236.38
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Flexshares Tr Mornstar Upstr (GUNR) 0.1 $7.7M -29% 187k 40.95
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Marriott Intl Cl A (MAR) 0.1 $7.7M -3% 34k 225.50
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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.1 $7.7M +10% 221k 34.76
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Sherwin-Williams Company (SHW) 0.1 $7.7M +10% 25k 311.92
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $7.7M 297k 25.78
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Simon Property (SPG) 0.1 $7.6M 53k 142.64
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International Paper Company (IP) 0.1 $7.6M 209k 36.15
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Valero Energy Corporation (VLO) 0.1 $7.5M +22% 58k 130.00
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Southern Company (SO) 0.1 $7.4M -18% 106k 70.12
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $7.4M 54k 136.39
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $7.4M -12% 102k 72.54
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Kinder Morgan (KMI) 0.1 $7.4M +62% 418k 17.64
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $7.3M +42% 207k 35.10
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General Electric Com New (GE) 0.1 $7.2M -12% 56k 127.63
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Agnico (AEM) 0.1 $7.2M -8% 130k 54.85
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $7.1M -13% 153k 46.62
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $7.1M -10% 140k 51.15
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $7.1M +19% 123k 57.94
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $7.1M +85% 19k 376.87
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Dow (DOW) 0.1 $7.1M -17% 129k 54.84
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Newmont Mining Corporation (NEM) 0.1 $7.0M 169k 41.39
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $7.0M +53% 193k 36.12
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First Tr Value Line Divid In SHS (FVD) 0.1 $7.0M -24% 172k 40.56
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Emerson Electric (EMR) 0.1 $6.9M +28% 71k 97.33
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Goldman Sachs (GS) 0.1 $6.8M -5% 18k 385.76
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.1 $6.7M +24% 196k 34.44
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Rockwell Automation (ROK) 0.1 $6.7M +45% 22k 310.47
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Linde SHS (LIN) 0.1 $6.7M 16k 410.72
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Phillips 66 (PSX) 0.1 $6.7M +6% 50k 133.14
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $6.7M 133k 50.47
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $6.7M -11% 199k 33.37
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $6.6M +19% 290k 22.74
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Waste Management (WM) 0.1 $6.4M -6% 36k 179.10
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Franco-Nevada Corporation (FNV) 0.1 $6.4M +40% 57k 110.81
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $6.2M 96k 65.06
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Lam Research Corporation (LRCX) 0.1 $6.2M +4% 8.0k 783.32
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $6.2M +28% 107k 57.76
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Warner Bros Discovery Com Ser A (WBD) 0.1 $6.2M -2% 541k 11.38
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American Water Works (AWK) 0.1 $6.1M +28% 46k 131.99
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Comcast Corp Cl A (CMCSA) 0.1 $6.1M -9% 139k 43.85
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Canadian Pacific Kansas City (CP) 0.1 $6.1M 77k 79.06
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $6.0M 235k 25.66
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Duke Energy Corp Com New (DUK) 0.1 $6.0M -3% 62k 97.04
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $6.0M +14% 179k 33.25
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Lauder Estee Cos Cl A (EL) 0.1 $5.9M -9% 40k 146.25
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Sentinelone Cl A (S) 0.1 $5.9M +129% 215k 27.44
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CSX Corporation (CSX) 0.1 $5.9M 170k 34.67
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Paypal Holdings (PYPL) 0.1 $5.9M -10% 96k 61.41
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Ecolab (ECL) 0.1 $5.9M 30k 198.35
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Travelers Companies (TRV) 0.1 $5.8M 31k 190.48
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $5.7M -13% 137k 41.93
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Wp Carey (WPC) 0.1 $5.7M +2% 88k 64.81
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Palantir Technologies Cl A (PLTR) 0.1 $5.6M -6% 328k 17.17
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Past Filings by Beacon Pointe Advisors

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

View all past filings