Beacon Pointe Advisors
Latest statistics and disclosures from Beacon Pointe Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, VO, IVV, IWF, and represent 20.51% of Beacon Pointe Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$31M), ITOT (+$29M), VOO (+$29M), FB (+$17M), CRWD (+$16M), VO (+$15M), SCHP (+$14M), PPBI (+$9.8M), EFG (+$8.2M), MSFT (+$7.3M).
- Started 126 new stock positions in VRNS, SWAV, COP, IJS, GILD, TFX, MAR, TRV, FRC, LOOP.
- Reduced shares in these 10 stocks: VEA (-$5.5M), IVV, Ishares Tr Dec 2020, VHT, , VWO, RSP, JPST, Texas Pacific Land Trust, BSV.
- Sold out of its positions in ADT, Allianzgi Conv & Income Fd I, AN, FDL, IFN, LQD, Ishares Tr Dec 2020, OXY, CORP, SLYV. SPB, SPWR, Texas Pacific Land Trust, AFIF, Unilever, VFC, VCIT, ETN, JCI.
- Beacon Pointe Advisors was a net buyer of stock by $329M.
- Beacon Pointe Advisors has $1.5B in assets under management (AUM), dropping by 42.17%.
- Central Index Key (CIK): 0001744317
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Portfolio Holdings for Beacon Pointe Advisors
Companies in the Beacon Pointe Advisors portfolio as of the December 2020 quarterly 13F filing
Beacon Pointe Advisors has 507 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Beacon Pointe Advisors Dec. 31, 2020 positions
- Download the Beacon Pointe Advisors December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.0 | $88M | +49% | 256k | 343.63 | |
| Apple (AAPL) | 5.3 | $78M | +65% | 585k | 132.70 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.4 | $49M | +43% | 239k | 206.75 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $44M | -10% | 117k | 375.46 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.9 | $43M | +2% | 177k | 241.20 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.8 | $41M | +54% | 656k | 61.99 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.5 | $36M | +2% | 398k | 90.93 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.1 | $31M | +1970% | 359k | 86.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $26M | +163% | 124k | 211.82 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.7 | $25M | -18% | 519k | 47.17 | |
| Ishares Tr National Mun Etf (MUB) | 1.6 | $23M | +7% | 198k | 117.19 | |
| Microsoft Corporation (MSFT) | 1.5 | $21M | +51% | 96k | 222.38 | |
| Amazon (AMZN) | 1.4 | $21M | +34% | 6.5k | 3259.28 | |
| Facebook Cl A (FB) | 1.4 | $21M | +397% | 77k | 273.09 | |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.3 | $19M | 90k | 211.80 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $19M | +10% | 83k | 229.75 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $18M | +5% | 108k | 164.75 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $18M | 136k | 128.35 | ||
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.2 | $17M | -11% | 338k | 50.79 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $17M | -2% | 249k | 68.14 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $17M | +35% | 190k | 88.17 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $17M | +28% | 45k | 373.79 | |
| Sprott Physical Gold Tr Unit (PHYS) | 1.1 | $16M | +11% | 1.0M | 15.08 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 1.0 | $15M | +15% | 237k | 61.56 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $12M | -16% | 234k | 50.07 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $11M | +16% | 91k | 118.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $11M | +10% | 55k | 194.61 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.7 | $11M | +28% | 585k | 17.86 | |
| PIMCO Corporate Income Fund (PCN) | 0.7 | $10M | +38% | 581k | 17.24 | |
| Pacific Premier Ban (PPBI) | 0.7 | $9.8M | NEW | 312k | 31.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $9.4M | +34% | 41k | 231.71 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $9.4M | -4% | 38k | 247.79 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $9.4M | -2% | 157k | 59.51 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $9.0M | -2% | 131k | 69.06 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $9.0M | +191% | 141k | 63.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $8.9M | -2% | 45k | 196.23 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $8.6M | -7% | 95k | 91.48 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $8.6M | +2307% | 85k | 100.97 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $8.6M | +38% | 38k | 223.50 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $7.9M | -15% | 96k | 82.80 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.5 | $7.8M | 192k | 40.40 | ||
| Walt Disney Company (DIS) | 0.5 | $7.7M | +51% | 43k | 181.09 | |
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.5 | $7.5M | +391% | 150k | 49.82 | |
| Tesla Motors (TSLA) | 0.5 | $7.5M | +72% | 11k | 705.63 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $7.4M | -11% | 62k | 119.02 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $7.4M | 54k | 136.76 | ||
| Ishares Gold Trust Ishares (IAU) | 0.5 | $7.4M | +258% | 406k | 18.11 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $7.3M | -5% | 131k | 56.08 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $7.3M | +8% | 21k | 354.66 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $7.3M | +47% | 68k | 108.01 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $7.2M | 78k | 91.94 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $7.1M | +20% | 23k | 313.68 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $7.0M | -7% | 43k | 164.17 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $6.8M | +3% | 162k | 42.17 | |
| American Campus Communities (ACC) | 0.5 | $6.8M | NEW | 158k | 42.77 | |
| AZZ Incorporated (AZZ) | 0.5 | $6.7M | 141k | 47.44 | ||
| Unified Ser Tr Absolute Core (ABEQ) | 0.5 | $6.7M | +15% | 263k | 25.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.7M | +67% | 3.8k | 1756.19 | |
| Home Depot (HD) | 0.4 | $6.6M | +14% | 25k | 265.53 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $6.4M | +4% | 50k | 128.01 | |
| Costco Wholesale Corporation (COST) | 0.4 | $6.4M | +13% | 17k | 377.21 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $6.0M | +9% | 71k | 84.91 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.0M | +31% | 47k | 127.08 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $6.0M | +37% | 24k | 253.55 | |
| Chevron Corporation (CVX) | 0.4 | $5.8M | +182% | 69k | 84.47 | |
| Johnson & Johnson (JNJ) | 0.4 | $5.8M | +30% | 37k | 157.35 | |
| Paypal Holdings (PYPL) | 0.4 | $5.3M | +42% | 23k | 234.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $5.1M | +76% | 2.9k | 1757.33 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $4.9M | +234% | 150k | 32.52 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $4.8M | +4% | 132k | 36.02 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $4.6M | +290% | 24k | 194.77 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $4.6M | -6% | 51k | 89.00 | |
| Air Transport Services (ATSG) | 0.3 | $4.4M | 140k | 31.34 | ||
| United Parcel Service CL B (UPS) | 0.3 | $4.1M | +2% | 25k | 168.36 | |
| AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.3 | $4.1M | +3% | 286k | 14.43 | |
| Ishares Tr Ibonds Dec21 Etf (IBDM) | 0.3 | $4.1M | 166k | 24.84 | ||
| At&t (T) | 0.3 | $4.1M | +92% | 142k | 28.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.1M | -36% | 32k | 127.64 | |
| Innovator Etfs Tr S&P 500 PWR (PSEP) | 0.3 | $4.0M | +33% | 145k | 27.89 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $4.0M | -9% | 44k | 90.96 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.0M | -3% | 28k | 141.01 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.0M | -4% | 55k | 72.91 | |
| Netflix (NFLX) | 0.3 | $4.0M | +41% | 7.3k | 540.50 | |
| Wal-Mart Stores (WMT) | 0.3 | $3.9M | +27% | 27k | 144.06 | |
| Procter & Gamble Company (PG) | 0.3 | $3.7M | +105% | 27k | 139.25 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.3 | $3.7M | NEW | 74k | 50.45 | |
| Bank of America Corporation (BAC) | 0.2 | $3.6M | +34% | 119k | 30.28 | |
| Amgen (AMGN) | 0.2 | $3.5M | +63% | 15k | 229.75 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $3.5M | -2% | 8.2k | 419.38 | |
| Pfizer (PFE) | 0.2 | $3.4M | +23% | 93k | 36.77 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $3.4M | 16k | 212.04 | ||
| Visa Com Cl A (V) | 0.2 | $3.4M | +70% | 15k | 218.52 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.3M | +30% | 53k | 62.15 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $3.3M | +21% | 12k | 267.60 | |
| Merck & Co (MRK) | 0.2 | $3.3M | +41% | 40k | 81.66 | |
| PerkinElmer (PKI) | 0.2 | $3.2M | -2% | 23k | 143.48 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $3.2M | -2% | 104k | 30.63 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $3.1M | -15% | 30k | 106.01 | |
| Pepsi (PEP) | 0.2 | $3.0M | +117% | 20k | 148.35 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $2.9M | +52% | 65k | 45.27 | |
| Intel Corporation (INTC) | 0.2 | $2.9M | +26% | 57k | 49.86 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $2.8M | +18% | 16k | 175.18 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.8M | +27% | 41k | 68.53 | |
| Waste Management (WM) | 0.2 | $2.8M | -5% | 23k | 117.95 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.2 | $2.7M | -3% | 108k | 25.48 | |
| Cisco Systems (CSCO) | 0.2 | $2.7M | +32% | 61k | 44.69 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $2.7M | +29% | 26k | 104.40 | |
| Boeing Company (BA) | 0.2 | $2.7M | +33% | 13k | 213.77 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | +34% | 65k | 41.22 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.2 | $2.7M | +56% | 32k | 82.20 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $2.6M | NEW | 92k | 28.14 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.6M | +16% | 7.1k | 357.22 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.5M | +21% | 19k | 127.52 | |
| Cigna Corp (CI) | 0.2 | $2.5M | +5% | 12k | 207.97 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $2.5M | +94% | 46k | 54.14 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.5M | +46% | 23k | 107.15 | |
| Edwards Lifesciences (EW) | 0.2 | $2.4M | +11% | 27k | 91.22 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $2.4M | 54k | 43.98 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.4M | +15% | 13k | 178.55 | |
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.2 | $2.4M | 129k | 18.26 | ||
| Nextera Energy (NEE) | 0.2 | $2.3M | +791% | 30k | 77.13 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.2 | $2.3M | 87k | 25.77 | ||
| UnitedHealth (UNH) | 0.2 | $2.2M | +39% | 6.3k | 351.15 | |
| Verizon Communications (VZ) | 0.2 | $2.2M | +23% | 38k | 58.69 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $2.2M | -3% | 65k | 33.75 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $2.1M | +140% | 40k | 52.99 | |
| 3M Company (MMM) | 0.1 | $2.1M | +12% | 12k | 174.71 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $2.1M | +8% | 13k | 160.96 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.1M | +52% | 20k | 102.56 | |
| Abbvie (ABBV) | 0.1 | $2.1M | +20% | 19k | 107.25 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.0M | 3.8k | 522.39 | ||
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.9M | -15% | 25k | 76.36 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | +16% | 4.1k | 465.65 | |
| Oracle Corporation (ORCL) | 0.1 | $1.9M | +55% | 29k | 64.62 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.9M | +4% | 20k | 96.34 | |
| Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) | 0.1 | $1.9M | NEW | 65k | 28.95 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.8M | +27% | 29k | 64.08 | |
| McDonald's Corporation (MCD) | 0.1 | $1.8M | +11% | 8.4k | 214.37 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.8M | +654% | 2.2k | 818.64 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.8M | +7% | 18k | 102.05 | |
| Honeywell International (HON) | 0.1 | $1.7M | +17% | 8.1k | 212.77 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.7M | 25k | 67.71 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | 5.5k | 304.06 | ||
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.7M | +14% | 17k | 100.22 | |
| Digital Realty Trust (DLR) | 0.1 | $1.7M | -7% | 12k | 139.31 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.7M | +18% | 27k | 62.08 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $1.6M | 62k | 26.36 | ||
| Seaboard Corporation (SEB) | 0.1 | $1.6M | 525.00 | 3028.57 | ||
| Abbott Laboratories (ABT) | 0.1 | $1.6M | +12% | 14k | 109.46 | |
| International Business Machines (IBM) | 0.1 | $1.6M | +88% | 12k | 125.94 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $1.5M | 23k | 67.59 | ||
| Mercer International (MERC) | 0.1 | $1.5M | NEW | 150k | 10.25 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $1.5M | 14k | 107.64 | ||
| Lowe's Companies (LOW) | 0.1 | $1.5M | +80% | 9.3k | 160.94 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.5M | +6% | 17k | 88.84 | |
| Innovator Etfs Tr S&p 500 Power (PJAN) | 0.1 | $1.5M | +27% | 48k | 30.59 | |
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $1.5M | -3% | 84k | 17.42 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | +8% | 29k | 51.54 | |
| Nike CL B (NKE) | 0.1 | $1.4M | +93% | 10k | 141.53 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $1.4M | +97% | 24k | 59.20 | |
| Innovator Etfs Tr S&p 500 Pwretf (POCT) | 0.1 | $1.4M | +127% | 51k | 27.81 | |
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.1 | $1.4M | -13% | 37k | 37.49 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | +3% | 12k | 117.15 | |
| Wp Carey (WPC) | 0.1 | $1.4M | +360% | 19k | 70.63 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.4M | +18% | 23k | 60.26 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.4M | +20% | 8.1k | 168.69 | |
| Thomson Reuters Corp. Com New (TRI) | 0.1 | $1.4M | -2% | 17k | 81.80 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.4M | +4% | 29k | 46.57 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.4M | +2% | 10k | 132.18 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $1.3M | -14% | 30k | 44.41 | |
| Innovator Etfs Tr S&p 500 Pwr Bu (PAUG) | 0.1 | $1.3M | +23% | 47k | 28.25 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.3M | +36% | 10k | 129.89 | |
| Innovator Etfs Tr S&p 500 Buffer (BAUG) | 0.1 | $1.3M | 43k | 29.76 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | +41% | 2.5k | 503.24 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $1.2M | +3% | 20k | 62.85 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.2M | -2% | 4.3k | 287.04 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.2M | +16% | 13k | 94.53 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | +44% | 23k | 52.38 | |
| Deere & Company (DE) | 0.1 | $1.2M | +11% | 4.5k | 268.88 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.2M | -15% | 34k | 35.21 | |
| Autodesk (ADSK) | 0.1 | $1.2M | +33% | 3.9k | 305.37 | |
| salesforce (CRM) | 0.1 | $1.1M | +38% | 5.1k | 222.22 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | +62% | 21k | 54.67 | |
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.1 | $1.1M | 19k | 59.18 | ||
| Twilio Cl A (TWLO) | 0.1 | $1.1M | NEW | 3.2k | 337.97 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $1.1M | +90% | 20k | 56.18 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $1.1M | 41k | 26.17 | ||
| Ventas (VTR) | 0.1 | $1.1M | 22k | 49.05 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.1M | +20% | 12k | 86.10 | |
| Stryker Corporation (SYK) | 0.1 | $1.0M | 4.3k | 245.38 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | 15k | 71.66 | ||
| American Tower Reit (AMT) | 0.1 | $1.0M | +257% | 4.6k | 223.69 | |
| Microchip Technology (MCHP) | 0.1 | $1.0M | NEW | 7.5k | 138.03 | |
| Citigroup Com New (C) | 0.1 | $1.0M | +14% | 17k | 61.62 | |
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.1 | $990k | 13k | 77.92 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $984k | 6.9k | 141.97 | ||
| Ishares Tr Phlx Semicnd Etf (SOXX) | 0.1 | $974k | 2.6k | 379.88 | ||
| Kimberly-Clark Corporation (KMB) | 0.1 | $971k | -7% | 7.2k | 134.47 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $961k | NEW | 11k | 87.47 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $961k | +49% | 23k | 41.10 | |
| Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 0.1 | $957k | NEW | 29k | 33.28 | |
| National Retail Properties (NNN) | 0.1 | $957k | +9% | 23k | 40.94 | |
| American Express Company (AXP) | 0.1 | $952k | +35% | 7.9k | 120.80 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $948k | -18% | 36k | 26.67 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $941k | -3% | 5.9k | 160.25 | |
| Wells Fargo & Company (WFC) | 0.1 | $940k | -12% | 31k | 30.14 | |
| Shopify Cl A (SHOP) | 0.1 | $936k | -5% | 828.00 | 1130.43 | |
| Lam Research Corporation (LRCX) | 0.1 | $904k | NEW | 1.9k | 472.06 | |
| Listed Fd Tr Swan Hedged Eqty (HEGD) | 0.1 | $896k | NEW | 54k | 16.68 | |
| MercadoLibre (MELI) | 0.1 | $889k | +11% | 531.00 | 1674.20 | |
| Danaher Corporation (DHR) | 0.1 | $884k | +85% | 4.0k | 222.00 | |
| South State Corporation (SSB) | 0.1 | $866k | -43% | 12k | 72.28 | |
| Entergy Corporation (ETR) | 0.1 | $856k | NEW | 8.6k | 99.88 | |
| TJX Companies (TJX) | 0.1 | $853k | +6% | 13k | 68.33 | |
| Caterpillar (CAT) | 0.1 | $852k | +13% | 4.7k | 181.70 | |
| Qualcomm (QCOM) | 0.1 | $848k | +57% | 5.6k | 152.46 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $843k | +9% | 7.4k | 113.38 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $843k | +23% | 21k | 40.23 | |
| Servicenow (NOW) | 0.1 | $841k | +39% | 1.5k | 550.39 | |
| Union Pacific Corporation (UNP) | 0.1 | $830k | +25% | 4.0k | 207.92 | |
| Innovator Etfs Tr S&p 500 Buffer E (BDEC) | 0.1 | $825k | NEW | 27k | 30.49 | |
| Skyworks Solutions (SWKS) | 0.1 | $824k | +2% | 5.4k | 152.90 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $823k | 16k | 50.51 | ||
| Innovator Etfs Tr S&p 500 Buffer (BSEP) | 0.1 | $811k | -20% | 28k | 29.11 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $792k | 4.6k | 171.39 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $787k | +37% | 3.4k | 233.46 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $760k | +81% | 23k | 32.89 | |
| Lamar Advertising Cl A (LAMR) | 0.1 | $744k | -6% | 8.9k | 83.43 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $743k | 28k | 26.55 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $729k | -2% | 2.1k | 353.03 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $725k | +223% | 20k | 36.87 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $722k | -27% | 12k | 58.58 | |
| Edison International (EIX) | 0.0 | $719k | +6% | 12k | 62.70 | |
| Innovator Etfs Tr S&p 500 Power (PFEB) | 0.0 | $714k | +88% | 27k | 26.24 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $712k | 7.3k | 96.95 | ||
| Nam Tai Ppty SHS (NTP) | 0.0 | $707k | +1108% | 121k | 5.85 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $696k | 2.00 | 348000.00 | ||
| Equinix (EQIX) | 0.0 | $688k | 965.00 | 712.95 | ||
| Intuit (INTU) | 0.0 | $668k | +15% | 1.8k | 379.98 | |
| Teleflex Incorporated (TFX) | 0.0 | $662k | NEW | 1.6k | 411.44 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $661k | +196% | 12k | 56.55 | |
| Southern Company (SO) | 0.0 | $661k | +37% | 11k | 61.48 | |
| CVS Caremark Corporation (CVS) | 0.0 | $630k | +29% | 9.2k | 68.26 | |
| Southwest Airlines (LUV) | 0.0 | $626k | +18% | 13k | 46.69 | |
| Universal Sec Instrs Com New (UUU) | 0.0 | $624k | 125k | 5.01 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $623k | NEW | 10k | 61.57 | |
| Medtronic SHS (MDT) | 0.0 | $616k | +37% | 5.3k | 117.11 | |
| Unilever Spon Adr New (UL) | 0.0 | $611k | NEW | 10k | 60.43 | |
| Colgate-Palmolive Company (CL) | 0.0 | $607k | +40% | 7.1k | 85.57 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $600k | 2.0k | 305.34 | ||
Past Filings by Beacon Pointe Advisors
SEC 13F filings are viewable for Beacon Pointe Advisors going back to 2018
- 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
- Beacon Pointe Advisors 2019 Q1 filed May 14, 2019
- Beacon Pointe Advisors 2018 Q4 filed Feb. 1, 2019