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CIK: 0001744317
Total reported value
$21.5B
$21.5B
1188 檔
6.2%
In Q1 2025, Beacon Pointe Advisors, LLC's U.S. equity holdings reached a combined market value of $21.5B, distributed across 1188 disclosed stock positions.
In Q1 2025, Beacon Pointe Advisors, LLC displayed an active expansion posture, initiating 39 new positions and adding to 147 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1188 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.16% | +0.01% | -6.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | +0.32% | +8.94% | |
| 3 | LII | Lennox International Inc | Stock-Industrials | 2.68% | +0.09% | -2.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.23% | +1.89% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.39% | -5.22% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.01% | +4.97% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | -0.05% | +2.98% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.75% | +0.05% | -3.97% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | +0.16% | -0.26% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.49% | +0.02% | -3.14% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.30% | +0.09% | -5.67% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.14% | -0.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | — | +0.96% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | — | -3.35% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | -0.09% | +1.97% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.03% | +0.02% | -0.36% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.02% | +0.03% | +4.60% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.01% | +11.41% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.04% | -1.59% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.06% | +10.40% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.90% | +0.09% | +8.90% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.05% | -7.25% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.19% | +1.81% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.33% | -5.30% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.22% | -1.51% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.03% | +19.30% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.04% | +13.59% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.07% | +9.96% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | — | -3.11% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.07% | +2.25% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.63% | -0.01% | +1.87% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.18% | +0.39% | |
| 33 | DDS | Dillards Inc-cl A | Stock-Other | 0.61% | — | NEW | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | +0.12% | +0.97% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.04% | +0.12% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.04% | +18.25% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | — | -3.73% | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.54% | -0.01% | +0.09% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.53% | +0.01% | -9.78% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.10% | -16.57% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.47% | +0.01% | -2.75% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | — | -1.51% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.06% | +2.59% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.43% | -0.06% | +57.79% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | +0.02% | -2.83% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.03% | -7.32% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.05% | +1.29% | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.40% | +0.10% | +0.26% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | -0.01% | +0.87% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.18% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -5.22% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | +4.97% | Add |
| 3 | VTV | Vanguard Value ETF | +0.8% | -0.26% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +1.89% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.7% | +1.97% | Add |
| 6 | V | Visa Inc-class A Shares | +0.7% | +11.41% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.6% | -5.67% | Add |
| 8 | LLY | Eli Lilly & Co | +0.6% | +13.59% | Add |
| 9 | AJG | Arthur J Gallagher & Co | +0.5% | +0.09% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | -3.35% | Add |
| 11 | DFAC | Dimensional US Core Equity 2 | +0.4% | -1.51% | Add |
| 12 | AVGO | Broadcom Inc | +0.4% | -16.57% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.4% | +0.39% | Add |
| 14 | CVX | Chevron CORP | +0.4% | -1.51% | Add |
| 15 | FTNT | Fortinet Inc | +0.4% | +0.26% | Add |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | +0.4% | +3.94% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.4% | +4.60% | Add |
| 18 | ET | Energy Transfer LP | +0.4% | +38.55% | Add |
| 19 | PG | Procter & Gamble Co/the | +0.3% | +9.96% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.3% | +0.74% | Add |
| 21 | GLD | Spdr Gold Shares | +0.3% | -1.39% | Add |
| 22 | OKE | Oneok Inc | +0.3% | +8.50% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.3% | +0.12% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.96% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -7.32% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.3% | +10.40% | Add |
| 27 | EFV | Ishares Msci Eafe Value ETF | +0.3% | -3.73% | Add |
| 28 | VONG | Vanguard Russell 1000 Growth | +0.2% | +8.90% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.97% | Add |
| 30 | VV | Vanguard Large-cap ETF | +0.2% | -4.77% | Add |
| 31 | MCD | Mcdonald's CORP | +0.2% | -3.29% | Add |
| 32 | VONE | Vanguard Russell 1000 | +0.2% | -2.75% | Add |
| 33 | WFC | Wells Fargo & Co | +0.2% | -2.47% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | +0.2% | -24.91% | Add |
| 35 | RTX | Rtx CORP | +0.2% | +24.00% | Add |
| 36 | ADP | Automatic Data Processing | +0.2% | +0.63% | Add |
| 37 | WMT | Walmart Inc | +0.2% | +2.59% | Add |
| 38 | ABT | Abbott Laboratories | +0.2% | +2.58% | Add |
| 39 | SUB | Ishares Short-term National | +0.2% | +61.69% | Add |
| 40 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +9.34% | Add |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +5.99% | Add |
| 42 | VONV | Vanguard Russell 1000 Value | +0.2% | +1.65% | Add |
| 43 | PFE | Pfizer Inc | +0.2% | +57.79% | Add |
| 44 | CAT | Caterpillar Inc | +0.2% | -1.64% | Add |
| 45 | TSCO | Tractor Supply Company | +0.2% | +4.18% | Add |
| 46 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +3.66% | Add |
| 47 | MDLZ | Mondelez International Inc-a | +0.2% | -0.04% | Add |
| 48 | ORCL | Oracle CORP | +0.1% | +23.55% | Add |
| 49 | KMI | Kinder Morgan, Inc. | +0.1% | +13.93% | Add |
| 50 | PEP | Pepsico Inc | +0.1% | +1.29% | Add |
According to official SEC Form 13F filings, Beacon Pointe Advisors, LLC reported a total U.S. public equity portfolio value of $21.5B across 1188 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, LII) accounted for 6.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
LII
市值: $238.4M
Top Position Liquidated / Trimmed
ACCDUSD
前期市值: $9.9M
During Q1 2025, Beacon Pointe Advisors, LLC's top holdings by market value included AAPL (4.2%)、VOO (3.4%)、LII (2.7%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q1 2025, Beacon Pointe Advisors, LLC made 200 total portfolio adjustments, initiating 39 new buys, adding to 147 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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