BP

Beacon Pointe Advisors, LLC

13F
Beacon Pointe Advisors, LLC
Last update 2025-05-13 1215 Stocks (60 new)
Value $8.90 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(4.13%)VOO(3.44%)LII(2.68%)MSFT(2.36%)NVDA(2.27%)
Summary Stock Picks Current Portfolio
Beacon Pointe Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
1,657,228
368,120.1
-7.24%
4.130
-0.36%
0.010
-16.49%
-19.26%
3,012,556.1
Hardware
VOO 		Vanguard S&P 500 ETF
595,694
306,132.9
+8.94%
3.440
+0.28%
0.050
+0.09%
+1.48%
610,808.7
 
LII 		Lennox International Inc
425,001
238,353.3
-2.42%
2.680
-0.07%
1.200
-8.00%
-9.25%
19,579.8
Construction
MSFT 		Microsoft Corp
559,579
210,060.4
+1.52%
2.360
+0.04%
0.010
+16.58%
+10.02%
3,433,612.3
Software
NVDA 		NVIDIA Corp
1,863,756
201,993.9
-5.23%
2.270
-0.15%
0.010
+9.98%
+2.31%
3,350,362.6
Semiconductors
BRK.B 		Berkshire Hathaway Inc
319,529
170,174.8
+4.97%
1.910
+0.09%
0.010
-2.14%
+10.93%
1,085,014.8
Insurance
IVV 		iShares Core S&P 500 ETF
295,092
165,811.9
+2.98%
1.860
+0.05%
0.030
+0.07%
+1.49%
585,022.7
 
VO 		Vanguard Mid-Cap ETF
603,446
156,063.2
-3.97%
1.750
-0.07%
0.220
+0.54%
+2.97%
75,085.7
 
VTV 		Vanguard Value ETF
865,127
149,442.0
-0.26%
1.680
0%
0.110
-3.06%
+1.99%
129,799.1
 
SCHX 		Schwab U.S. Large-Cap ETF
5,990,697
132,274.6
-3.14%
1.490
-0.05%
0.260
0%
+1.42%
53,951.8
 

Beacon Pointe Advisors, LLC's Historical Top Holdings Breakdowns

Beacon Pointe Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWD 		iShares Russell 1000 Value ETF2025-03-31Reduce
-0.43%
●
182.82 ($190.45) 196.21
$188.91
-0.81%
Reduce -71.28%
84,282
-209,129
AAPL 		Apple Inc2025-03-31Reduce
-0.36%
●
209.68 ($231.67) 247.1
$201.70
-12.94%
Reduce -7.24%
1,657,228
-129,423
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.28%
●
507.05 ($540.58) 563.67
$544.91
0.80%
Add 8.94%
595,694
48,898
EPD 		Enterprise Products Partners LP2025-03-31Sold Out
-0.25%
●
31.75 ($33.3) 34.14
$31.05
-6.76%
Sold Out
0
-727,966
PFE 		Pfizer Inc2025-03-31Add
+0.16%
●
25.01 ($26.17) 27.13
$23.46
-10.36%
Add 57.79%
1,516,806
555,512
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.15%
●
106.98 ($126.74) 149.43
$137.38
8.40%
Reduce -5.23%
1,863,756
-102,771
AVGO 		Broadcom Inc2025-03-31Reduce
-0.13%
●
167.43 ($211.65) 244.7
$248.71
17.51%
Reduce -16.57%
252,375
-50,137
SUB 		iShares Short-Term National Muni Bond ETF2025-03-31Add
+0.13%
●
105.3 ($105.71) 106.24
$105.72
0.01%
Add 61.69%
275,495
105,110
XLE 		The Energy Select Sector SPDR Fund2025-03-31Reduce
-0.13%
●
85.7 ($90.17) 93.96
$82.60
-8.40%
Reduce -56.85%
99,690
-131,357
AMD 		Advanced Micro Devices Inc2025-03-31Reduce
-0.12%
●
96.63 ($111.19) 129.55
$114.63
3.09%
Reduce -27.71%
233,703
-89,587

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

To

Beacon Pointe Advisors, LLC's Asset Allocation

To

Beacon Pointe Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Beacon Pointe Advisors, LLC's Hypothetical Growth since 2025-03-31

Beacon Pointe Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beacon Pointe Advisors, LLC's Holdings Heat Map

Size field:

Beacon Pointe Advisors, LLC's Holdings Bubble Chart

Beacon Pointe Advisors, LLC News

  • 1

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