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Csw Industrials shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Csw Industrials (CSWI) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Csw Industrials

Tip: Access up to 7 years of quarterly data

All positions including Csw Industrials held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Csw Industrials by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $314k 1.2k 265.31
2024-03-31 $3.0M 13k 234.60
2023-12-31 $2.7M 13k 207.41

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Csw Industrials

BlackRock
Vanguard Group
BlackRock
Neuberger Berman Group
Capital World Investors
Daniel D. Thurber
Conestoga Capital Advisors
T. Rowe Price Investment Management
Morgan Stanley
First Manhattan
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
Alliancebernstein
Allspring Global Investments Holdings

View all funds holding Csw Industrials