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, IVV, SCHX, and represent 15.86% of Beacon Pointe Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$47M), GOOG (+$17M), TSCO (+$11M), VTV (+$8.8M), TSLA (+$8.5M), VUG (+$6.7M), SCHX (+$5.6M), SPY (+$5.4M), SCHG (+$5.3M), EFV.
- Started 46 new stock positions in JBHT, RIVN, TROW, ENPH, GSK, FSLR, DHI, BBWI, LSEA, CFR.
- Reduced shares in these 10 stocks: VOO (-$10M), IVV (-$9.1M), VONE (-$8.3M), VTI (-$6.7M), ICSH (-$5.1M), BMO (-$5.1M), SGOV (-$5.0M), INTC, MEAR, SSB.
- Sold out of its positions in ACAD, ALGN, ALLY, AMX, American Campus Communities, AFG, Annaly Capital Management, BKR, BALL, BBVA.
- Beacon Pointe Advisors was a net buyer of stock by $66M.
- Beacon Pointe Advisors has $4.5B in assets under management (AUM), dropping by -5.67%.
- Central Index Key (CIK): 0001744317
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Portfolio Holdings for Beacon Pointe Advisors
Beacon Pointe Advisors holds 994 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Beacon Pointe Advisors has 994 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Beacon Pointe Advisors Sept. 30, 2022 positions
- Download the Beacon Pointe Advisors September 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.4 | $198M | 1.4M | 138.20 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $186M | -5% | 565k | 328.32 | |
Microsoft Corporation (MSFT) | 2.8 | $125M | 536k | 233.02 | ||
Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $102M | -8% | 285k | 358.63 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.2 | $98M | +6% | 2.3M | 42.35 | |
Vanguard Index Fds Value Etf (VTV) | 2.2 | $97M | +10% | 785k | 123.46 | |
Vanguard Index Fds Mid Cap Etf (VO) | 2.2 | $96M | +4% | 511k | 188.08 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $77M | -4% | 287k | 266.91 | |
Amazon (AMZN) | 1.4 | $61M | 540k | 113.16 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $60M | +7% | 621k | 96.34 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $49M | +1874% | 513k | 95.71 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $48M | -12% | 266k | 179.50 | |
Johnson & Johnson (JNJ) | 1.0 | $44M | -3% | 271k | 163.39 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $42M | +10% | 591k | 71.32 | |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $41M | +9% | 1.1M | 36.38 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.8 | $37M | -8% | 416k | 89.90 | |
NVIDIA Corporation (NVDA) | 0.8 | $37M | -4% | 308k | 121.38 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $37M | 359k | 102.65 | ||
Home Depot (HD) | 0.8 | $36M | -2% | 131k | 276.09 | |
Vanguard Index Fds Growth Etf (VUG) | 0.8 | $35M | +23% | 165k | 213.89 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $35M | +2% | 260k | 135.26 | |
Visa Com Cl A (V) | 0.8 | $35M | 196k | 177.69 | ||
UnitedHealth (UNH) | 0.8 | $34M | 67k | 506.36 | ||
JPMorgan Chase & Co. (JPM) | 0.7 | $33M | +6% | 320k | 104.50 | |
Pepsi (PEP) | 0.7 | $33M | +5% | 205k | 163.07 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $33M | +7% | 158k | 210.40 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $33M | +19% | 92k | 357.33 | |
Ishares Tr National Mun Etf (MUB) | 0.7 | $32M | +3% | 310k | 102.59 | |
Vanguard World Mega Grwth Ind (MGK) | 0.7 | $32M | -8% | 180k | 174.34 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $30M | +4% | 499k | 60.52 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $28M | -6% | 1.3M | 22.24 | |
Procter & Gamble Company (PG) | 0.6 | $27M | +5% | 214k | 126.39 | |
McDonald's Corporation (MCD) | 0.6 | $26M | 113k | 230.69 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $26M | +14% | 349k | 74.85 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $26M | +25% | 461k | 55.84 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $25M | +12% | 347k | 72.56 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $24M | -2% | 370k | 66.13 | |
Advanced Micro Devices (AMD) | 0.5 | $24M | 383k | 63.34 | ||
Amgen (AMGN) | 0.5 | $24M | 107k | 225.44 | ||
Lowe's Companies (LOW) | 0.5 | $23M | +9% | 124k | 187.85 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $23M | -6% | 86k | 267.15 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $23M | 116k | 197.47 | ||
Bristol Myers Squibb (BMY) | 0.5 | $23M | +2% | 317k | 71.07 | |
Wal-Mart Stores (WMT) | 0.5 | $22M | -4% | 170k | 129.67 | |
Texas Instruments Incorporated (TXN) | 0.5 | $21M | -2% | 138k | 154.83 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $21M | -7% | 97k | 219.18 | |
Exxon Mobil Corporation (XOM) | 0.5 | $21M | 239k | 87.30 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $21M | +4% | 550k | 37.82 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $20M | +8% | 305k | 66.47 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $20M | 279k | 72.03 | ||
Automatic Data Processing (ADP) | 0.4 | $20M | 89k | 226.20 | ||
Meta Platforms Cl A (META) | 0.4 | $20M | -2% | 147k | 135.89 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $20M | 250k | 79.57 | ||
Ishares Tr Eafe Value Etf (EFV) | 0.4 | $20M | +30% | 513k | 38.53 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $20M | +27% | 334k | 58.54 | |
Pfizer (PFE) | 0.4 | $19M | +4% | 440k | 43.79 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $19M | 28k | 688.74 | ||
Lockheed Martin Corporation (LMT) | 0.4 | $19M | +4% | 49k | 386.84 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $19M | -3% | 356k | 52.68 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $19M | -10% | 212k | 87.25 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.4 | $18M | -32% | 108k | 163.30 | |
Abbott Laboratories (ABT) | 0.4 | $18M | 183k | 96.77 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $18M | +1989% | 183k | 96.23 | |
Cisco Systems (CSCO) | 0.4 | $17M | -2% | 436k | 39.99 | |
Chevron Corporation (CVX) | 0.4 | $17M | -7% | 119k | 143.68 | |
Walt Disney Company (DIS) | 0.4 | $17M | -2% | 178k | 94.29 | |
Listed Fd Tr Swan Hedged Eqty (HEGD) | 0.4 | $17M | -9% | 987k | 16.82 | |
Bank of America Corporation (BAC) | 0.4 | $16M | 545k | 30.18 | ||
Costco Wholesale Corporation (COST) | 0.4 | $16M | +7% | 34k | 471.90 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $16M | +10% | 576k | 28.13 | |
Thermo Fisher Scientific (TMO) | 0.4 | $16M | -2% | 32k | 508.36 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $16M | 167k | 94.91 | ||
Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $15M | 410k | 37.59 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $15M | 59k | 257.52 | ||
Honeywell International (HON) | 0.3 | $15M | -5% | 91k | 167.26 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $15M | +2% | 470k | 31.04 | |
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $14M | +19% | 486k | 29.61 | |
Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.3 | $14M | 298k | 47.79 | ||
Mastercard Incorporated Cl A (MA) | 0.3 | $14M | 50k | 284.35 | ||
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $14M | +13% | 109k | 127.16 | |
Merck & Co (MRK) | 0.3 | $14M | +14% | 161k | 86.17 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $13M | +11% | 161k | 81.19 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $13M | 356k | 36.47 | ||
Intel Corporation (INTC) | 0.3 | $13M | -26% | 494k | 25.76 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $13M | -2% | 326k | 38.83 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $13M | -9% | 293k | 42.96 | |
Tesla Motors (TSLA) | 0.3 | $13M | +204% | 47k | 265.59 | |
Nextera Energy (NEE) | 0.3 | $13M | 161k | 78.32 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $12M | -6% | 71k | 170.88 | |
International Business Machines (IBM) | 0.3 | $12M | +7% | 99k | 119.08 | |
Qualcomm (QCOM) | 0.3 | $12M | 105k | 112.94 | ||
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $12M | +6% | 122k | 96.11 | |
Tractor Supply Company (TSCO) | 0.3 | $11M | +3630% | 61k | 185.88 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $11M | -16% | 201k | 56.02 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $11M | +5% | 200k | 54.22 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $11M | -8% | 66k | 164.78 | |
Broadcom (AVGO) | 0.2 | $11M | -2% | 24k | 443.62 | |
Stryker Corporation (SYK) | 0.2 | $11M | -14% | 53k | 202.40 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $11M | -3% | 131k | 80.19 | |
Abbvie (ABBV) | 0.2 | $11M | 78k | 134.23 | ||
Caterpillar (CAT) | 0.2 | $10M | +16% | 63k | 163.97 | |
Coca-Cola Company (KO) | 0.2 | $10M | +11% | 183k | 56.00 | |
Boeing Company (BA) | 0.2 | $9.9M | +7% | 82k | 120.84 | |
Starbucks Corporation (SBUX) | 0.2 | $9.6M | 114k | 84.41 | ||
Eli Lilly & Co. (LLY) | 0.2 | $9.6M | 30k | 323.54 | ||
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $9.6M | -6% | 79k | 121.76 | |
Southwest Airlines (LUV) | 0.2 | $9.6M | 311k | 30.82 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $9.6M | 216k | 44.37 | ||
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $9.5M | -4% | 209k | 45.32 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $9.3M | -9% | 65k | 143.27 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.3M | -2% | 161k | 57.90 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $9.3M | +20% | 160k | 57.84 | |
Cigna Corp (CI) | 0.2 | $9.2M | 33k | 277.55 | ||
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $9.2M | +10% | 198k | 46.52 | |
Raytheon Technologies Corp (RTX) | 0.2 | $9.1M | +5% | 112k | 81.80 | |
Canadian Natl Ry (CNI) | 0.2 | $8.9M | -5% | 83k | 107.97 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $8.7M | -15% | 56k | 154.57 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $8.7M | +55% | 188k | 46.09 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $8.6M | 67k | 128.60 | ||
Target Corporation (TGT) | 0.2 | $8.6M | +7% | 58k | 148.31 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $8.5M | -11% | 44k | 195.53 | |
Ishares Tr Msci Intl Sml Cp (ISCF) | 0.2 | $8.5M | -11% | 327k | 26.16 | |
Union Pacific Corporation (UNP) | 0.2 | $8.4M | 43k | 195.08 | ||
Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $8.3M | -4% | 648k | 12.81 | |
Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.2 | $8.3M | +7% | 330k | 25.12 | |
Medtronic SHS (MDT) | 0.2 | $8.3M | -7% | 103k | 80.79 | |
United Parcel Service CL B (UPS) | 0.2 | $8.2M | +2% | 51k | 161.50 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $8.2M | 63k | 131.22 | ||
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.2 | $8.2M | -13% | 448k | 18.20 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $8.1M | -11% | 48k | 170.54 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $7.9M | 205k | 38.56 | ||
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $7.8M | 27k | 289.90 | ||
Ishares Tr Ishares Biotech (IBB) | 0.2 | $7.7M | -11% | 65k | 117.11 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $7.7M | +31% | 103k | 74.27 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $7.6M | +33% | 166k | 46.05 | |
First Tr Value Line Divid In SHS (FVD) | 0.2 | $7.3M | +8% | 204k | 35.79 | |
Mccormick & Co Com Non Vtg (MKC) | 0.2 | $7.2M | -6% | 101k | 71.32 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $7.1M | +24% | 66k | 107.14 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $7.0M | +30% | 441k | 15.93 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $6.8M | 356k | 19.08 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $6.7M | +8% | 89k | 75.62 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $6.7M | +6% | 112k | 59.68 | |
Nike CL B (NKE) | 0.1 | $6.7M | +5% | 80k | 83.29 | |
Verizon Communications (VZ) | 0.1 | $6.5M | -8% | 172k | 38.03 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $6.5M | +6% | 143k | 45.76 | |
Canadian Pacific Railway (CP) | 0.1 | $6.5M | 97k | 66.67 | ||
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $6.4M | -6% | 39k | 164.76 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $6.3M | +12% | 46k | 135.98 | |
Ishares Msci Emerg Mkt (EMGF) | 0.1 | $6.3M | -4% | 164k | 38.43 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.3M | -19% | 101k | 62.06 | |
Roper Industries (ROP) | 0.1 | $6.3M | 17k | 359.62 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.2M | -4% | 49k | 127.26 | |
Goldman Sachs (GS) | 0.1 | $6.0M | 21k | 293.47 | ||
Deere & Company (DE) | 0.1 | $6.0M | +12% | 18k | 334.10 | |
salesforce (CRM) | 0.1 | $5.9M | -17% | 41k | 143.61 | |
Waste Management (WM) | 0.1 | $5.8M | -2% | 37k | 160.03 | |
Philip Morris International (PM) | 0.1 | $5.7M | -4% | 69k | 82.97 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.6M | +4% | 179k | 31.47 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $5.6M | +103% | 218k | 25.79 | |
Illinois Tool Works (ITW) | 0.1 | $5.6M | 31k | 181.02 | ||
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $5.6M | +3% | 116k | 48.13 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $5.5M | +8% | 101k | 54.20 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $5.4M | -4% | 218k | 24.88 | |
American Tower Reit (AMT) | 0.1 | $5.4M | -4% | 25k | 214.67 | |
CVS Caremark Corporation (CVS) | 0.1 | $5.3M | 56k | 95.39 | ||
3M Company (MMM) | 0.1 | $5.3M | -12% | 48k | 110.59 | |
Wisdomtree Tr Itl High Div Fd (DTH) | 0.1 | $5.2M | +131% | 173k | 30.27 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $5.1M | -27% | 99k | 51.86 | |
Colgate-Palmolive Company (CL) | 0.1 | $5.1M | 73k | 70.23 | ||
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $5.1M | +8% | 166k | 30.88 | |
Palo Alto Networks (PANW) | 0.1 | $5.1M | +179% | 31k | 163.55 | |
Danaher Corporation (DHR) | 0.1 | $5.1M | +2% | 20k | 258.61 | |
Wells Fargo & Company (WFC) | 0.1 | $5.1M | -6% | 126k | 40.16 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $5.0M | +13% | 76k | 65.60 | |
Valero Energy Corporation (VLO) | 0.1 | $5.0M | -3% | 47k | 106.70 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $4.9M | -39% | 119k | 40.82 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $4.8M | -22% | 102k | 47.40 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $4.8M | -15% | 123k | 38.95 | |
Enterprise Products Partners (EPD) | 0.1 | $4.8M | -4% | 201k | 23.80 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $4.7M | +22% | 15k | 307.56 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $4.6M | -14% | 44k | 104.84 | |
ConocoPhillips (COP) | 0.1 | $4.6M | -6% | 45k | 102.31 | |
Duke Energy Corp Com New (DUK) | 0.1 | $4.4M | +2% | 48k | 92.93 | |
South State Corporation (SSB) | 0.1 | $4.4M | -44% | 56k | 79.13 | |
Unilever Spon Adr New (UL) | 0.1 | $4.4M | -3% | 100k | 43.96 | |
Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $4.4M | +2% | 137k | 31.90 | |
Wp Carey (WPC) | 0.1 | $4.4M | +30% | 62k | 69.77 | |
Anthem (ELV) | 0.1 | $4.3M | -6% | 9.5k | 453.06 | |
Flexshares Tr Ready Acc Vari (RAVI) | 0.1 | $4.3M | -6% | 58k | 74.31 | |
Oracle Corporation (ORCL) | 0.1 | $4.3M | 70k | 60.99 | ||
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $4.2M | 88k | 48.07 | ||
Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.2M | 50k | 83.87 | ||
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $4.2M | +7% | 163k | 25.81 | |
Zoetis Cl A (ZTS) | 0.1 | $4.1M | -13% | 28k | 148.59 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $4.1M | +88% | 93k | 43.99 | |
General Electric Com New (GE) | 0.1 | $4.1M | +8% | 66k | 61.85 | |
Citigroup Com New (C) | 0.1 | $4.0M | +12% | 97k | 41.71 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.1 | $4.0M | +64% | 144k | 27.84 | |
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.1 | $4.0M | 87k | 45.63 | ||
Southern Company (SO) | 0.1 | $3.9M | 57k | 67.97 | ||
Constellation Brands Cl A (STZ) | 0.1 | $3.8M | 17k | 229.89 | ||
Charles Schwab Corporation (SCHW) | 0.1 | $3.8M | +20% | 53k | 71.97 | |
Northrop Grumman Corporation (NOC) | 0.1 | $3.8M | +18% | 8.1k | 470.62 | |
Cummins (CMI) | 0.1 | $3.7M | +4% | 18k | 202.83 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $3.7M | +5% | 73k | 50.20 | |
American Express Company (AXP) | 0.1 | $3.7M | +10% | 27k | 134.87 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.7M | 87k | 42.01 | ||
Adobe Systems Incorporated (ADBE) | 0.1 | $3.7M | -9% | 13k | 275.75 | |
Airbnb Com Cl A (ABNB) | 0.1 | $3.6M | +16% | 34k | 105.20 | |
Ecolab (ECL) | 0.1 | $3.6M | -15% | 25k | 144.03 | |
EOG Resources (EOG) | 0.1 | $3.6M | 32k | 111.70 | ||
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $3.6M | -2% | 17k | 206.42 | |
Chubb (CB) | 0.1 | $3.5M | +2% | 20k | 181.55 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.5M | 8.8k | 401.50 | ||
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $3.5M | +23% | 140k | 25.16 | |
First Ban (FBNC) | 0.1 | $3.5M | +41% | 96k | 36.57 | |
Paypal Holdings (PYPL) | 0.1 | $3.5M | -18% | 40k | 86.09 | |
A. O. Smith Corporation (AOS) | 0.1 | $3.5M | -7% | 71k | 48.68 | |
Altria (MO) | 0.1 | $3.4M | -8% | 85k | 40.34 | |
Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $3.4M | +76% | 150k | 22.73 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.4M | -16% | 94k | 36.06 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.4M | -4% | 21k | 163.59 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $3.4M | -16% | 24k | 140.70 | |
Equinix (EQIX) | 0.1 | $3.4M | -7% | 5.9k | 570.89 | |
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.1 | $3.3M | +31% | 49k | 66.99 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $3.3M | 59k | 54.83 | ||
Netflix (NFLX) | 0.1 | $3.2M | +13% | 14k | 235.23 | |
At&t (T) | 0.1 | $3.2M | -11% | 210k | 15.36 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $3.2M | -2% | 292k | 11.03 | |
Edwards Lifesciences (EW) | 0.1 | $3.2M | -19% | 38k | 82.47 | |
Crown Castle Intl (CCI) | 0.1 | $3.1M | -11% | 22k | 144.14 | |
Uber Technologies (UBER) | 0.1 | $3.1M | 116k | 26.59 | ||
Morgan Stanley Com New (MS) | 0.1 | $3.1M | +42% | 39k | 79.28 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $3.0M | 33k | 91.32 | ||
Emerson Electric (EMR) | 0.1 | $3.0M | 42k | 73.31 | ||
Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $3.0M | +96% | 122k | 25.03 | |
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $3.0M | +35% | 141k | 21.57 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.0M | 14k | 207.02 | ||
Marriott Intl Cl A (MAR) | 0.1 | $3.0M | 21k | 140.05 | ||
Ishares Tr Short Treas Bd (SHV) | 0.1 | $2.9M | -4% | 27k | 109.98 | |
Realty Income (O) | 0.1 | $2.9M | -8% | 51k | 58.22 | |
Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $2.9M | +132% | 138k | 21.36 | |
Dominion Resources (D) | 0.1 | $2.9M | -2% | 42k | 69.15 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.9M | -22% | 41k | 71.45 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $2.9M | +2% | 67k | 43.44 | |
Texas Pacific Land Corp (TPL) | 0.1 | $2.9M | -20% | 1.6k | 1780.52 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $2.9M | 48k | 60.01 | ||
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.8M | -10% | 127k | 22.38 | |
Fastenal Company (FAST) | 0.1 | $2.8M | 61k | 46.15 | ||
United Sts Oil Units (USO) | 0.1 | $2.8M | +52% | 43k | 65.29 |
Past Filings by Beacon Pointe Advisors
SEC 13F filings are viewable for Beacon Pointe Advisors going back to 2018
- 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
- Beacon Pointe Advisors 2019 Q1 filed May 14, 2019
- Beacon Pointe Advisors 2018 Q4 filed Feb. 1, 2019