Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
1,182
−18 vs. Q3 2024
Portfolio value
$9.01B
+$351.0M (+4.1%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Beacon Pointe Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,786,651$447.4M5.0%+20,442+1.2%AddedHistory
Vanguard S&P 500 ETF922908363ETF546,796$294.6M3.3%+29,953+5.8%Added–
LIILennox International IncCOM435,548$265.4M2.9%+435,548NewHistory
NVDANVIDIA CorpStock1,966,527$264.1M2.9%−113,222−5.4%ReducedHistory
MSFTMicrosoft CorpStock551,174$232.3M2.6%−15,289−2.7%ReducedHistory
iShares Core S&P 500 ETF464287200ETF286,548$168.7M1.9%+5,781+2.1%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF628,371$166.0M1.8%+1,782+0.3%Added–
Vanguard Morningstar Value ETF922908744ETF867,344$146.8M1.6%+9,504+1.1%Added–
Schwab U.S. Large-Cap ETF808524201ETF6,184,920$143.4M1.6%−212,940−3.3%ReducedConverted for a 3-for-1 split–
BRK.BBerkshire Hathaway IncStock304,392$138.0M1.5%−2,499−0.8%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF331,491$136.1M1.5%+1,253+0.4%Added–
AMZNAmazon Com IncStock555,629$121.9M1.4%−19,428−3.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF178,001$104.3M1.2%+58,751+49.3%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF3,482,685$97.1M1.1%+278,385+8.7%AddedConverted for a 4-for-1 split–
JPMJPMorgan Chase & CoStock390,506$93.6M1.0%+306+0.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF321,224$93.1M1.0%+3,458+1.1%Added–
iShares Russell 1000 Growth ETF464287614ETF231,401$92.9M1.0%+21,297+10.1%Added–
Vanguard Total Bond Market ETF921937835ETF1,248,014$89.7M1.0%+78,535+6.7%Added–
GOOGLAlphabet Inc.Stock471,277$89.2M1.0%−20,789−4.2%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF908,777$88.1M1.0%+80,566+9.7%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW790,159$81.6M0.9%+129,493+19.6%Added–
Invesco QQQ Trust Series I46090E103ETF147,581$75.4M0.8%−2,017−1.3%Reduced–
METAMeta Platforms, Inc.Stock127,005$74.4M0.8%−7,643−5.7%ReducedHistory
VVisa Inc.Stock222,627$70.4M0.8%−14,373−6.1%ReducedHistory
AVGOBroadcom Inc.Stock302,512$70.1M0.8%−3,382−1.1%ReducedHistory
DDSDillard's, Inc.CL A152,756$66.0M0.7%+480+0.3%AddedHistory
CVXChevron CorpStock418,294$60.6M0.7%−5,257−1.2%ReducedHistory
HDHome Depot, Inc.Stock150,863$58.7M0.7%−478−0.3%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF545,336$58.1M0.6%−3,336−0.6%Reduced–
PGProcter & Gamble CoStock345,722$58.0M0.6%+6,610+1.9%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,173,738$56.1M0.6%−39,950−3.3%Reduced–
Dimensional ETF Trust25434V724US MKTWIDE VALUE1,340,463$54.9M0.6%+11,307+0.9%Added–
iShares Russell 1000 Value ETF464287598ETF293,411$54.3M0.6%+215,077+274.6%Added–
Vanguard Dividend Appreciation ETF921908844ETF276,789$54.2M0.6%+6,859+2.5%Added–
LLYEli Lilly & CoStock69,918$54.0M0.6%+12,334+21.4%AddedHistory
iShares Tr464288885EAFE GRWTH ETF518,328$50.2M0.6%+8,550+1.7%Added–
XOMExxonMobil Holdings CorpCOM458,510$49.3M0.5%+34,194+8.1%AddedHistory
iShares Tr464288877EAFE VALUE ETF904,183$47.4M0.5%−16,205−1.8%Reduced–
IBMInternational Business Machines CorpStock212,381$46.7M0.5%−4,603−2.1%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF1,640,241$45.5M0.5%−56,445−3.3%ReducedConverted for a 3-for-1 split–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,270,028$43.9M0.5%−177,260−12.2%Reduced–
WMTWalmart Inc.Stock456,031$41.2M0.5%−22,795−4.8%ReducedHistory
AJGArthur J. Gallagher & Co.COM140,274$39.8M0.4%+138,121+6,415.3%AddedHistory
AMDAdvanced Micro Devices IncStock323,290$39.1M0.4%−3,365−1.0%ReducedHistory
JNJJohnson & JohnsonStock269,177$38.9M0.4%−11,849−4.2%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF1,411,442$38.6M0.4%+29,495+2.1%AddedConverted for a 3-for-1 split–
iShares Tr464287622RUS 1000 ETF114,427$36.9M0.4%+2,974+2.7%Added–
COSTCostco Wholesale CorpStock39,404$36.1M0.4%−1,398−3.4%ReducedHistory
PANWPalo Alto Networks IncStock197,509$35.9M0.4%−3,285−1.6%ReducedConverted for a 2-for-1 splitHistory
iShares Core MSCI Eafe ETF46432F842ETF498,219$35.0M0.4%−1,036−0.2%Reduced–
FTNTFortinet, Inc.Stock364,648$34.5M0.4%+67,188+22.6%AddedHistory
PEPPepsiCo IncStock222,810$33.9M0.4%+7,402+3.4%AddedHistory
GOOGAlphabet Inc.Stock174,114$33.2M0.4%−12,916−6.9%ReducedHistory
MCDMcDonalds CorpStock110,161$31.9M0.4%−2,239−2.0%ReducedHistory
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX119,289$31.8M0.4%−1,906−1.6%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS526,983$30.7M0.3%+26,769+5.4%Added–
DBX ETF Tr233051200XTRACK MSCI EAFE739,534$30.6M0.3%−29,341−3.8%Reduced–
CATCaterpillar IncStock83,323$30.2M0.3%−3,613−4.2%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND87,818$30.2M0.3%−4,943−5.3%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF235,509$30.0M0.3%+3,631+1.6%Added–
UNHUnitedHealth Group IncStock59,105$29.9M0.3%−4,251−6.7%ReducedHistory
GLDSPDR Gold TrustETF121,917$29.5M0.3%+3,685+3.1%AddedHistory
iShares Tr464287150CORE S&P TTL STK227,044$29.2M0.3%+5,307+2.4%Added–
WFCWells Fargo & CompanyStock409,224$28.7M0.3%−1,351−0.3%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT163,678$28.7M0.3%+368+0.2%Added–
LOWLowes Companies IncStock115,318$28.5M0.3%−11,903−9.4%ReducedHistory
Schwab International Equity ETF808524805ETF1,518,486$28.1M0.3%−100,842−6.2%ReducedConverted for a 2-for-1 split–
OKEONEOK IncCOM275,202$27.6M0.3%−15,318−5.3%ReducedHistory
Vanguard World FD921910840MEGA CAP VAL ETF219,019$27.4M0.3%−8,953−3.9%Reduced–
iShares S&P 500 Growth ETF464287309ETF268,682$27.3M0.3%+24,683+10.1%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF792,120$26.8M0.3%−5,654−0.7%Reduced–
Vanguard Long-Term Treasury ETF92206C847ETF483,346$26.8M0.3%−311,534−39.2%Reduced–
LMTLockheed Martin CorpStock54,847$26.7M0.3%−147−0.3%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD525,711$26.4M0.3%+7,947+1.5%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL726,396$25.8M0.3%−12,918−1.7%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN1,307,190$25.6M0.3%+185,345+16.5%AddedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF619,277$25.6M0.3%+17,443+2.9%Added–
PFEPfizer IncStock961,294$25.5M0.3%−570,297−37.2%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF966,941$25.2M0.3%−21,754−2.2%ReducedConverted for a 3-for-1 split–
ORCLOracle CorpStock149,653$24.9M0.3%−6,491−4.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF396,783$24.7M0.3%−16,726−4.0%Reduced–
ABTAbbott LaboratoriesStock217,759$24.6M0.3%+10,555+5.1%AddedHistory
MAMastercard IncStock46,351$24.4M0.3%−8,414−15.4%ReducedHistory
PLTRPalantir Technologies Inc.Stock322,463$24.4M0.3%+110,617+52.2%AddedHistory
TSLATesla, Inc.Stock59,986$24.2M0.3%−11,217−15.8%ReducedHistory
AMGNAmgen IncStock92,202$24.0M0.3%−33,386−26.6%ReducedHistory
ADPAutomatic Data Processing IncStock81,665$23.9M0.3%+5,138+6.7%AddedHistory
DISWalt Disney CoStock213,632$23.8M0.3%−3,952−1.8%ReducedHistory
CSCOCisco Systems, Inc.Stock399,031$23.6M0.3%−9,665−2.4%ReducedHistory
MRKMerck & Co., Inc.Stock235,878$23.5M0.3%−31,645−11.8%ReducedHistory
AXPAmerican Express CoStock78,081$23.2M0.3%−5,474−6.6%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF142,550$23.1M0.3%−905−0.6%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF886,128$22.9M0.3%−22,812−2.5%ReducedConverted for a 2-for-1 split–
EPDEnterprise Products Partners L.P.Stock727,966$22.8M0.3%+102,777+16.4%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM394,496$22.7M0.3%+24,762+6.7%Added–
Dimensional ETF Trust25434V666US LARG VALU ETF747,230$22.4M0.2%+20,428+2.8%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF82,179$22.2M0.2%+1,722+2.1%Added–
ABBVAbbVie Inc.Stock123,586$22.0M0.2%−7,157−5.5%ReducedHistory
KOCoca Cola CoStock346,463$21.6M0.2%−31,984−8.5%ReducedHistory
BACBank of America CorpStock489,207$21.5M0.2%−23,688−4.6%ReducedHistory

Options (14)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Beacon Pointe Advisors, LLC in Q4 2024
SecurityClassPutsCalls
PEPPepsiCo IncStock$2.05M–
SNPSSynopsys IncCOM–$1.94M
MSFTMicrosoft CorpStock$843.0K$590.1K
AAPLApple Inc.Stock–$1.13M
ORCLOracle CorpStock$999.8K–
DRIDarden Restaurants IncCOM$933.5K–
PANWPalo Alto Networks IncStock$727.8K–
FTNTFortinet, Inc.Stock$566.9K–
LOWLowes Companies IncStock$493.6K–
iShares Russell 2000 ETF464287655ETF$243.1K$243.1K
GISGeneral Mills IncStock$191.3K–
NVDANVIDIA CorpStock–$134.3K
QCOMQualcomm IncStock–$122.9K
BPBP PLCADR–$5.91K

Sold out since Q3 2024 (89)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Beacon Pointe Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr46434VBG4IBONDS DEC24 ETF243,075$6.13M0.1%–
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT63,728$2.23M<0.1%History
HWMHowmet Aerospace Inc.Stock15,374$1.54M<0.1%History
BANXArrowMark Financial Corp.COM57,006$1.18M<0.1%History
iShares Tr46435U697IBONDS DEC45,093$1.18M<0.1%–
LEN.BLennar CorpCL B6,418$1.11M<0.1%History
WisdomTree Tr97717W562US SMALLCAP FUND20,222$1.07M<0.1%–
PINSPinterest, Inc.CL A26,075$844.0K<0.1%History
HUBSHubSpot IncCOM1,559$829.0K<0.1%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR20,402$746.3K<0.1%History
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB30,298$639.9K<0.1%–
CNRCore Natural Resources, Inc.COM5,988$626.6K<0.1%History
PNWPinnacle West Capital CorpCOM6,535$578.9K<0.1%History
CELHCelsius Holdings, Inc.COM NEW17,935$562.4K<0.1%History
Invesco Exch TRD SLF Idx FD46138J536BULSHS 2024 MUNI21,342$529.7K<0.1%–
MRNAModerna, Inc.Stock7,425$496.2K<0.1%History
MROMarathon Oil CorpCOM18,504$492.8K<0.1%History
EWBCEast West Bancorp IncCOM5,880$486.5K<0.1%History
DDOGDatadog, Inc.CL A COM4,190$482.1K<0.1%History
EXASExact Sciences CorpCOM6,493$442.3K<0.1%History
BFAMBright Horizons Family Solutions Inc.COM3,126$438.0K<0.1%History
BXPBXP, Inc.COM5,369$432.0K<0.1%History
WBSWebster Financial CorpCOM8,783$409.4K<0.1%History
iShares Tr46436E874IBONDS 24 TRM TS16,881$405.1K<0.1%–
PWRQuanta Services, Inc.COM1,331$396.8K<0.1%History
PAGPenske Automotive Group, Inc.COM2,383$387.0K<0.1%History
WisdomTree Tr97717W331GLB EX US RL EST20,045$369.9K<0.1%–
ALLYAlly Financial Inc.Stock10,092$359.2K<0.1%History
CPBCAMPBELL'S CoCOM7,260$355.2K<0.1%History
TILInstil Bio, Inc.COM NEW4,849$326.4K<0.1%History
WisdomTree Tr97717W281EMG MKTS SMCAP6,043$324.5K<0.1%–
TXTTextron IncCOM3,621$320.7K<0.1%History
IDXXIDEXX Laboratories IncCOM627$316.8K<0.1%History
ARWArrow Electronics, Inc.COM2,381$316.3K<0.1%History
PFGPrincipal Financial Group IncCOM3,572$306.8K<0.1%History
PKGPackaging Corp of AmericaStock1,340$288.6K<0.1%History
PHGKoninklijke Philips NVNY REGIS SHS NEW8,752$286.4K<0.1%History
THQabrdn Healthcare Opportunities FundSHS12,900$284.8K<0.1%History
CSGPCostar Group, Inc.COM3,749$282.8K<0.1%History
EMNEastman Chemical CoStock2,513$281.3K<0.1%History
VVVValvoline IncCOM6,524$273.0K<0.1%History
WCCWesco International IncCOM1,617$271.6K<0.1%History
BBWIBath & Body Works, Inc.COM8,474$270.5K<0.1%History
RIORio Tinto PLCADR3,674$261.5K<0.1%History
FISFidelity National Information Services, Inc.Stock3,080$257.9K<0.1%History
Vanguard BD Index FDS921937793LONG TERM BOND3,368$253.2K<0.1%–
iShares Tr464288521CRE U S REIT ETF4,043$248.9K<0.1%–
Invesco Exchange Traded FD T46137V597RAFI US 15005,946$247.1K<0.1%–
TRGPTarga Resources Corp.COM1,651$244.4K<0.1%History
IPGInterpublic Group of Companies, Inc.COM7,703$243.6K<0.1%History
NINisource Inc.COM7,001$242.6K<0.1%History
HEIHeico CorpCOM908$237.4K<0.1%History
BROBrown & Brown, Inc.Stock2,283$236.5K<0.1%History
ARESAres Management CorpCL A COM STK1,513$235.8K<0.1%History
Vanguard BD Index FDS92203C303VANGUARD ULTRA4,680$233.7K<0.1%–
CAGConagra Brands Inc.Stock7,186$233.7K<0.1%History
State Street SPDR S&P Homebuilders ETF78464A888ETF1,874$233.4K<0.1%–
OCOwens CorningStock1,314$231.9K<0.1%History
BSTBlackRock Science & Technology TrustSHS6,400$226.8K<0.1%History
KEYSKeysight Technologies, Inc.Stock1,418$225.4K<0.1%History
RVTYRevvity, Inc.COM1,749$223.5K<0.1%History
ITTItt Inc.COM1,478$221.0K<0.1%History
PCVXVaxcyte, Inc.COM1,928$220.3K<0.1%History
SYFSynchrony FinancialCOM4,412$220.1K<0.1%History
IQVIQVIA Holdings Inc.Stock924$219.0K<0.1%History
WisdomTree Tr97717W778INTL MIDCAP DV3,300$219.0K<0.1%–
LFUSLittelfuse IncCOM820$217.5K<0.1%History
BWABorgwarner IncCOM5,985$217.2K<0.1%History
iShares Tr464287184CHINA LG-CAP ETF6,813$216.5K<0.1%–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER3,460$211.8K<0.1%–
EVRGEvergy, Inc.Stock3,413$211.6K<0.1%History
SPDR Series Trust78468R200ST STR RATE ETF6,791$209.5K<0.1%–
UTFCohen & Steers Infrastructure Fund IncCOM8,016$208.6K<0.1%History
SPDR Series Trust78464A516ST INTL BBG ETF8,788$205.3K<0.1%–
NDAQNasdaq, Inc.COM2,773$202.5K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM2,739$202.0K<0.1%History
FGF&G Annuities & Life, Inc.COMMON STOCK4,488$200.7K<0.1%History
IONQIonQ, Inc.COM22,107$193.2K<0.1%History
CWKCushman & Wakefield Ltd.SHS12,082$164.7K<0.1%History
BANCBanc of California, Inc.COM10,095$148.7K<0.1%History
MYIBlackRock Muniyield Quality Fund III, Inc.COM10,751$129.0K<0.1%History
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR10,120$109.7K<0.1%History
SANBanco Santander, S.A.ADR14,300$72.9K<0.1%History
RLMDRelmada Therapeutics, Inc.COM10,090$32.7K<0.1%History
NNDMNano Dimension Ltd.SPONSORD ADS NEW12,150$29.8K<0.1%History
LYRALyra Therapeutics, Inc.COM77,112$19.8K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A13,530$18.5K<0.1%History
LAZRQLuminar Technologies, Inc.COM CL A13,755$12.4K<0.1%History
Advent Conv & Income FD00764C117RIGHT 10/17/202423,073$459<0.1%–