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, MGK, MGV, and represent 16.10% of Beacon Pointe Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$65M), MGK (+$63M), MGV (+$62M), VOO (+$26M), MSFT (+$25M), NVDA (+$20M), IAU (+$18M), AMZN (+$17M), VO (+$17M), ZIP (+$16M).
- Started 322 new stock positions in PIPR, WELL, LBAI, AZN, EOG, FIXD, EL, IPG, LHX, SPG.
- Reduced shares in these 10 stocks: FB (-$101M), iShares Gold Trust (-$12M), GLD, SCHM, VXF, JPST, SHV, SCHX, SHY, IEMG.
- Sold out of its positions in TCS, ENSG, EVFM, Fs Kkr Capital Corp. Ii, General Electric Company, GABC, iShares Gold Trust, SCZ, SHV, LAZR. NKLA, Onconova Therapeutics, PENN, XPH, SPWR, TBK, VGSH, Varian Medical Systems, NCZ, ICLR, Seagate Technology Com Stk.
- Beacon Pointe Advisors was a net buyer of stock by $1.0B.
- Beacon Pointe Advisors has $2.8B in assets under management (AUM), dropping by 67.94%.
- 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 June 2021 quarterly 13F filing
Beacon Pointe Advisors has 824 total positions. Only the first 250 positions are shown.
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- Download the Beacon Pointe Advisors June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $128M | +25% | 326k | 393.52 | |
| Apple (AAPL) | 4.2 | $119M | +120% | 865k | 136.96 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.0 | $83M | +24% | 352k | 237.35 | |
| Vanguard World Mega Grwth Ind (MGK) | 2.2 | $63M | NEW | 273k | 231.38 | |
| Vanguard World Mega Cap Val Etf (MGV) | 2.2 | $62M | NEW | 621k | 99.62 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.1 | $61M | +26% | 967k | 62.51 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $58M | +2% | 135k | 429.92 | |
| Microsoft Corporation (MSFT) | 1.7 | $48M | +105% | 176k | 270.90 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $47M | +2% | 175k | 271.48 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $43M | 439k | 98.76 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.5 | $41M | +25% | 804k | 51.52 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $40M | -3% | 381k | 103.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $38M | +33% | 171k | 222.82 | |
| Amazon (AMZN) | 1.4 | $38M | +83% | 11k | 3440.30 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $30M | +62% | 354k | 85.89 | |
| Ishares Tr National Mun Etf (MUB) | 1.0 | $28M | +7% | 236k | 117.20 | |
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $26M | +94% | 192k | 137.46 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $26M | +16% | 106k | 242.08 | |
| Facebook Cl A (FB) | 0.9 | $24M | -80% | 70k | 347.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $24M | +17% | 56k | 428.07 | |
| NVIDIA Corporation (NVDA) | 0.8 | $23M | +669% | 29k | 800.10 | |
| Listed Fd Tr Swan Hedged Eqty (HEGD) | 0.8 | $21M | +27% | 1.2M | 18.09 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $21M | +141% | 60k | 354.43 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $21M | +2% | 77k | 268.73 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.7 | $20M | +6% | 316k | 63.61 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $20M | -9% | 105k | 188.59 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $19M | +90% | 180k | 107.28 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $19M | -2% | 129k | 145.96 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.7 | $19M | +54% | 488k | 38.29 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $19M | +137% | 65k | 286.81 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.7 | $19M | +304% | 266k | 69.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $18M | +135% | 7.4k | 2441.86 | |
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $18M | NEW | 534k | 33.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $18M | +115% | 64k | 277.91 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $18M | +21% | 325k | 54.31 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $17M | +144% | 110k | 155.54 | |
| Bank of America Corporation (BAC) | 0.6 | $17M | +383% | 403k | 41.23 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $17M | -15% | 212k | 78.27 | |
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.6 | $16M | +28% | 306k | 52.21 | |
| Ziprecruiter Cl A (ZIP) | 0.6 | $16M | NEW | 626k | 24.98 | |
| Walt Disney Company (DIS) | 0.5 | $15M | +131% | 87k | 175.77 | |
| Home Depot (HD) | 0.5 | $15M | +111% | 48k | 318.88 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $15M | +1008% | 87k | 173.66 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $15M | +228% | 52k | 289.79 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.5 | $15M | +1234% | 62k | 236.35 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.5 | $14M | -5% | 1.0M | 14.03 | |
| Advanced Micro Devices (AMD) | 0.5 | $14M | +3683% | 152k | 93.93 | |
| Johnson & Johnson (JNJ) | 0.5 | $14M | +134% | 84k | 164.74 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $13M | +10% | 59k | 229.37 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $13M | +49% | 126k | 106.31 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $13M | +1863% | 95k | 140.50 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $13M | +18% | 181k | 72.73 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $13M | +65% | 288k | 45.50 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $13M | +29% | 112k | 112.98 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $12M | +40% | 65k | 192.30 | |
| Intel Corporation (INTC) | 0.4 | $12M | +317% | 214k | 56.14 | |
| Procter & Gamble Company (PG) | 0.4 | $12M | +355% | 87k | 134.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $12M | +152% | 4.7k | 2506.34 | |
| Amgen (AMGN) | 0.4 | $12M | +233% | 47k | 243.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $11M | 45k | 251.32 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $11M | 150k | 74.86 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $11M | +8% | 106k | 104.77 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $11M | +25% | 70k | 154.79 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $11M | -2% | 156k | 68.37 | |
| Chevron Corporation (CVX) | 0.4 | $11M | +64% | 100k | 104.74 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $10M | 88k | 115.33 | ||
| Bristol Myers Squibb (BMY) | 0.4 | $10M | +629% | 150k | 66.82 | |
| Accolade (ACCD) | 0.4 | $9.9M | NEW | 183k | 54.31 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $9.8M | 38k | 255.91 | ||
| Qualcomm (QCOM) | 0.3 | $9.8M | +1088% | 68k | 142.93 | |
| Boeing Company (BA) | 0.3 | $9.7M | +241% | 41k | 239.55 | |
| PIMCO Corporate Income Fund (PCN) | 0.3 | $9.7M | -6% | 520k | 18.70 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.3 | $9.6M | -16% | 189k | 50.74 | |
| Visa Com Cl A (V) | 0.3 | $9.4M | +161% | 40k | 233.82 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.3M | +719% | 179k | 51.76 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $9.3M | +14% | 395k | 23.46 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $9.2M | +18% | 41k | 225.28 | |
| Paypal Holdings (PYPL) | 0.3 | $9.2M | +89% | 31k | 291.49 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $9.0M | +22% | 88k | 101.79 | |
| UnitedHealth (UNH) | 0.3 | $8.9M | +213% | 22k | 400.46 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $8.9M | -8% | 56k | 158.61 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $8.9M | 189k | 47.21 | ||
| PIMCO Corporate Opportunity Fund (PTY) | 0.3 | $8.8M | -4% | 447k | 19.79 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $8.5M | +24% | 23k | 378.37 | |
| International Business Machines (IBM) | 0.3 | $8.4M | +659% | 57k | 146.59 | |
| South State Corporation (SSB) | 0.3 | $8.4M | +574% | 102k | 81.76 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $8.3M | +9% | 56k | 147.64 | |
| Cisco Systems (CSCO) | 0.3 | $8.2M | +170% | 155k | 53.00 | |
| Starbucks Corporation (SBUX) | 0.3 | $8.1M | +197% | 73k | 111.80 | |
| Pepsi (PEP) | 0.3 | $7.9M | +430% | 54k | 148.16 | |
| Unified Ser Tr Absolute Core (ABEQ) | 0.3 | $7.8M | +8% | 288k | 27.18 | |
| Costco Wholesale Corporation (COST) | 0.3 | $7.8M | +28% | 20k | 395.67 | |
| Tesla Motors (TSLA) | 0.3 | $7.8M | +39% | 12k | 679.65 | |
| At&t (T) | 0.3 | $7.8M | +227% | 270k | 28.78 | |
| Wal-Mart Stores (WMT) | 0.3 | $7.7M | +109% | 55k | 141.02 | |
| Honeywell International (HON) | 0.3 | $7.6M | +367% | 35k | 219.35 | |
| Pfizer (PFE) | 0.3 | $7.3M | +106% | 187k | 39.16 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $7.2M | 132k | 54.60 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $7.2M | -10% | 88k | 82.16 | |
| salesforce (CRM) | 0.3 | $7.1M | +321% | 29k | 244.27 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $6.6M | +3% | 64k | 104.17 | |
| United Parcel Service CL B (UPS) | 0.2 | $6.3M | +80% | 31k | 207.98 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $6.3M | +39% | 136k | 46.06 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $6.0M | +6% | 152k | 39.45 | |
| Texas Pacific Land Corp (TPL) | 0.2 | $5.9M | -2% | 3.7k | 1599.84 | |
| Merck & Co (MRK) | 0.2 | $5.7M | +128% | 74k | 77.77 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $5.7M | 18k | 311.69 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $5.6M | +64% | 88k | 63.08 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.5M | +26% | 70k | 78.88 | |
| Netflix (NFLX) | 0.2 | $5.4M | +52% | 10k | 528.25 | |
| Nike CL B (NKE) | 0.2 | $5.3M | +241% | 34k | 154.48 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $5.2M | +86% | 14k | 365.10 | |
| Target Corporation (TGT) | 0.2 | $5.2M | +374% | 22k | 241.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.1M | +11% | 34k | 150.74 | |
| Philip Morris International (PM) | 0.2 | $5.1M | +655% | 52k | 99.11 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $5.1M | +15% | 154k | 32.88 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.9M | +155% | 8.3k | 585.59 | |
| General Motors Company (GM) | 0.2 | $4.8M | +827% | 81k | 59.17 | |
| American Express Company (AXP) | 0.2 | $4.8M | +376% | 29k | 165.22 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $4.8M | +1170% | 29k | 163.66 | |
| Citigroup Com New (C) | 0.2 | $4.8M | +403% | 68k | 70.74 | |
| Lowe's Companies (LOW) | 0.2 | $4.8M | +158% | 25k | 193.97 | |
| Cigna Corp (CI) | 0.2 | $4.8M | +94% | 20k | 237.09 | |
| Abbvie (ABBV) | 0.2 | $4.7M | +107% | 42k | 112.65 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $4.7M | +76% | 59k | 79.24 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $4.6M | +635% | 20k | 226.76 | |
| Oracle Corporation (ORCL) | 0.2 | $4.5M | +118% | 58k | 77.84 | |
| McDonald's Corporation (MCD) | 0.2 | $4.5M | +139% | 19k | 230.98 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.2 | $4.5M | +97% | 49k | 91.47 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $4.4M | +65% | 35k | 128.02 | |
| Us Bancorp Del Com New (USB) | 0.2 | $4.4M | +135% | 77k | 56.97 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.2 | $4.4M | 59k | 74.06 | ||
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $4.3M | +59% | 86k | 50.22 | |
| AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.2 | $4.3M | 282k | 15.22 | ||
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $4.2M | +5% | 93k | 45.05 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $4.1M | 17k | 244.85 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.1M | 8.3k | 491.04 | ||
| Coca-Cola Company (KO) | 0.1 | $4.1M | +242% | 75k | 54.11 | |
| Southwest Airlines (LUV) | 0.1 | $4.0M | +559% | 76k | 53.08 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $4.0M | -18% | 60k | 66.98 | |
| Abbott Laboratories (ABT) | 0.1 | $4.0M | +116% | 35k | 115.93 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $4.0M | +226% | 47k | 85.31 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $4.0M | 38k | 104.26 | ||
| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.0M | NEW | 7.2k | 558.51 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.9M | -7% | 36k | 107.83 | |
| American Tower Reit (AMT) | 0.1 | $3.9M | +165% | 14k | 270.12 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.9M | +68% | 53k | 73.61 | |
| Waste Management (WM) | 0.1 | $3.9M | +18% | 28k | 140.10 | |
| Caterpillar (CAT) | 0.1 | $3.9M | +326% | 18k | 217.61 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.9M | +65% | 51k | 75.62 | |
| Verizon Communications (VZ) | 0.1 | $3.9M | +69% | 69k | 56.03 | |
| 3M Company (MMM) | 0.1 | $3.8M | +60% | 19k | 198.65 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.8M | +104% | 7.5k | 504.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.5M | +240% | 12k | 294.76 | |
| Innovator Etfs Tr S&P 500 PWR (PSEP) | 0.1 | $3.5M | -14% | 119k | 29.47 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.5M | +48% | 63k | 55.15 | |
| Colgate-Palmolive Company (CL) | 0.1 | $3.4M | +489% | 42k | 81.34 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.4M | +41% | 29k | 116.62 | |
| Medtronic SHS (MDT) | 0.1 | $3.4M | +146% | 27k | 124.14 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $3.3M | +397% | 36k | 92.57 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $3.3M | NEW | 18k | 185.21 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.1 | $3.3M | +14% | 41k | 79.84 | |
| Ishares Tr Ibonds Dec21 Etf (IBDM) | 0.1 | $3.3M | -9% | 133k | 24.78 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $3.3M | NEW | 2.1k | 1550.55 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $3.3M | +2% | 16k | 200.30 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.2M | +10% | 37k | 88.78 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $3.2M | +185% | 44k | 72.81 | |
| Wells Fargo & Company (WFC) | 0.1 | $3.1M | +253% | 69k | 45.29 | |
| Altria (MO) | 0.1 | $3.1M | +509% | 65k | 47.68 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.0M | 25k | 122.26 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $3.0M | +120% | 53k | 57.03 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.0M | +12% | 46k | 65.68 | |
| Nextera Energy (NEE) | 0.1 | $3.0M | +50% | 41k | 73.27 | |
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $3.0M | +18% | 46k | 64.52 | |
| PerkinElmer (PKI) | 0.1 | $3.0M | -7% | 19k | 154.40 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $2.9M | +15% | 46k | 64.15 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.9M | -9% | 22k | 130.54 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | +64% | 12k | 229.52 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.8M | 56k | 50.33 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $2.8M | +21% | 16k | 173.40 | |
| Danaher Corporation (DHR) | 0.1 | $2.8M | +190% | 10k | 268.34 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $2.7M | 47k | 58.36 | ||
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $2.7M | +133% | 5.9k | 454.32 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.7M | +6% | 48k | 55.55 | |
| Kansas City Southern Com New (KSU) | 0.1 | $2.6M | NEW | 9.4k | 283.36 | |
| Edwards Lifesciences (EW) | 0.1 | $2.6M | +3% | 25k | 103.55 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $2.6M | +151% | 28k | 92.51 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $2.5M | +4% | 69k | 36.79 | |
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.1 | $2.5M | 119k | 21.00 | ||
| Crown Castle Intl (CCI) | 0.1 | $2.5M | +231% | 13k | 195.11 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.4M | NEW | 27k | 88.04 | |
| Zoetis Cl A (ZTS) | 0.1 | $2.4M | +318% | 13k | 186.39 | |
| Piper Jaffray Companies (PIPR) | 0.1 | $2.4M | NEW | 18k | 129.58 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.1 | $2.4M | -5% | 93k | 25.40 | |
| First Financial Bankshares (FFIN) | 0.1 | $2.3M | +292% | 48k | 49.12 | |
| Las Vegas Sands (LVS) | 0.1 | $2.3M | NEW | 44k | 52.70 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.3M | -64% | 14k | 165.64 | |
| Innovator Etfs Tr S&p 500 Power (PJAN) | 0.1 | $2.3M | -5% | 70k | 32.44 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.3M | 20k | 113.21 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $2.3M | +14% | 6.2k | 363.48 | |
| Innovator Etfs Tr S&p 500 Power (PFEB) | 0.1 | $2.2M | 79k | 28.38 | ||
| Marsh & McLennan Companies (MMC) | 0.1 | $2.2M | +27% | 16k | 140.68 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.2M | +657% | 11k | 201.60 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $2.2M | NEW | 38k | 58.41 | |
| Ford Motor Company (F) | 0.1 | $2.2M | +429% | 148k | 14.86 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.1 | $2.2M | -2% | 86k | 25.64 | |
| Wp Carey (WPC) | 0.1 | $2.2M | +26% | 29k | 74.62 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $2.2M | -23% | 116k | 18.68 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | +353% | 2.3k | 919.38 | |
| Automatic Data Processing (ADP) | 0.1 | $2.1M | +298% | 11k | 198.60 | |
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $2.1M | NEW | 19k | 113.40 | |
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 0.1 | $2.1M | NEW | 16k | 134.50 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.1M | NEW | 34k | 62.43 | |
| Dupont De Nemours (DD) | 0.1 | $2.1M | +365% | 27k | 77.41 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.1M | +237% | 9.4k | 219.92 | |
| Twilio Cl A (TWLO) | 0.1 | $2.0M | NEW | 5.2k | 394.14 | |
| Dollar General (DG) | 0.1 | $2.0M | +213% | 9.4k | 216.45 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.0M | +578% | 15k | 134.37 | |
| Palo Alto Networks (PANW) | 0.1 | $2.0M | NEW | 5.4k | 370.98 | |
| Unilever Spon Adr New (UL) | 0.1 | $2.0M | +160% | 34k | 58.49 | |
| S&p Global (SPGI) | 0.1 | $2.0M | +258% | 4.8k | 410.50 | |
| Autodesk (ADSK) | 0.1 | $2.0M | +65% | 6.7k | 291.81 | |
| Microchip Technology (MCHP) | 0.1 | $2.0M | +38% | 13k | 149.77 | |
| Deere & Company (DE) | 0.1 | $1.9M | +28% | 5.5k | 352.77 | |
| Digital Realty Trust (DLR) | 0.1 | $1.9M | +11% | 13k | 150.47 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.9M | +32% | 13k | 147.65 | |
| Servicenow (NOW) | 0.1 | $1.9M | +138% | 3.5k | 549.46 | |
| Yum! Brands (YUM) | 0.1 | $1.9M | +330% | 17k | 115.06 | |
| Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) | 0.1 | $1.9M | -10% | 63k | 30.55 | |
| Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) | 0.1 | $1.9M | NEW | 62k | 31.04 | |
| Square Cl A (SQ) | 0.1 | $1.9M | +535% | 7.7k | 243.80 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.9M | +122% | 4.7k | 398.81 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.9M | +192% | 23k | 83.44 | |
| Intuit (INTU) | 0.1 | $1.8M | +93% | 3.8k | 490.30 | |
| Stryker Corporation (SYK) | 0.1 | $1.8M | +59% | 7.1k | 259.68 | |
| Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) | 0.1 | $1.8M | -14% | 60k | 30.50 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.8M | NEW | 7.8k | 233.84 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.8M | +32% | 45k | 39.77 | |
| Enbridge (ENB) | 0.1 | $1.8M | +215% | 45k | 40.04 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.7M | +846% | 6.4k | 272.43 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.7M | +352% | 36k | 48.59 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $1.7M | NEW | 37k | 47.12 | |
| Linde SHS (LIN) | 0.1 | $1.7M | NEW | 6.0k | 289.14 | |
| Jd.com Spon Adr Cl A (JD) | 0.1 | $1.7M | +5% | 22k | 79.80 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $1.7M | 15k | 117.13 | ||
| Gilead Sciences (GILD) | 0.1 | $1.7M | +590% | 24k | 68.85 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $1.7M | 23k | 74.45 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.7M | -2% | 10k | 165.79 | |
| Applied Materials (AMAT) | 0.1 | $1.7M | +148% | 12k | 142.39 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.6M | +10% | 30k | 55.32 |
Past Filings by Beacon Pointe Advisors
SEC 13F filings are viewable for Beacon Pointe Advisors going back to 2018
- 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