Beacon Pointe Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

Setup an alert

Beacon Pointe Advisors will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

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