Beacon Pointe Wealth Advisors, LLC has disclosed 253 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2019-12-31. The current portfolio value is calculated to be $528.00 Mil. The turnover rate is 14%.
In Beacon Pointe Wealth Advisors, LLC's current portfolio as of 2019-12-31, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), PGIM Ultra Short Bond ETF (PULS), iShares Core MSCI EAFE ETF (IEFA), iShares Russell 1000 Growth ETF (IWF), not including call and put options.
Beacon Pointe Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Beacon Pointe Wealth Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Beacon Pointe Wealth Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Beacon Pointe Wealth Advisors, LLC.