BP

Beacon Pointe Wealth Advisors, LLC

13F
Beacon Pointe Wealth Advisors, LLC
Last update 2020-02-18 253 Stocks (34 new)
Value $528.00 Mil Turnover 14 %
Countries:
Top Holdings: IVV(5.60%)VOO(4.30%)PULS(3.27%)IEFA(3.16%)IWF(3.07%)
Summary Stock Picks Current Portfolio
Beacon Pointe Wealth Advisors,... Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
91,459
29,560.0
-1.58%
5.600
-0.10%
0.010
+19.67%
+7.80%
634,518.9
 
VOO
Vanguard S&P 500 ETF
76,792
22,717.0
+17.39%
4.300
+0.64%
0.010
+19.59%
+7.78%
660,834.1
 
JPST
JPMorgan Ultra-Short Income ETF
422,121
21,291.0
+5.06%
4.030
+0.19%
0.110
+1.35%
+2.74%
32,077.9
 
PULS
PGIM Ultra Short Bond ETF
345,010
17,270.0
+4.84%
3.270
+0.15%
0.660
+1.56%
+2.69%
11,767.7
 
IEFA
iShares Core MSCI EAFE ETF
256,038
16,703.0
+15.89%
3.160
+0.43%
0.020
+11.52%
+19.59%
141,328.0
 
IWF
iShares Russell 1000 Growth ETF
92,094
16,211.0
+0.03%
3.070
0%
0.040
+27.24%
+8.36%
113,776.0
 
AAPL
Apple Inc
216,356
15,884.0
+22.74%
3.010
+0.56%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
VEA
Vanguard FTSE Developed Markets ETF
358,917
15,812.0
-0.83%
2.990
-0.03%
0.020
+12.49%
+19.94%
157,607.2
 
VXF
Vanguard Extended Market Index ETF
120,377
15,161.0
-2.40%
2.870
-0.07%
0.130
+22.95%
+5.13%
21,536.8
 
IWB
iShares Russell 1000 ETF
83,228
14,838.0
-5.92%
2.810
-0.19%
0.070
+19.79%
+7.71%
41,628.5
 

Beacon Pointe Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Beacon Pointe Wealth Advisors, LLC Total Holding History ($B)

To

Beacon Pointe Wealth Advisors, LLC's Asset Allocation

To

Beacon Pointe Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Beacon Pointe Wealth Advisors, LLC's Hypothetical Growth since 2019-12-31

Beacon Pointe Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beacon Pointe Wealth Advisors, LLC's Holdings Heat Map

Size field:

Beacon Pointe Wealth Advisors, LLC's Holdings Bubble Chart

Beacon Pointe Wealth Advisors, LLC News

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