13F Filings for Beacon Pointe Advisors, LLC (CIK: 1744317)
View the most recent portfolio holdings disclosed by Beacon Pointe Advisors, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 639.30K | $363.14M | 3.79% | Increased | 43.61K (7.0%, $57.01M) |
| AAPL - APPLE INC(Class: COM) | 1.63M* | $335.15M* | 3.50% | Decreased | 34.49K (2.0%, $35.37M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 1.84M* | $290.20M* | 3.03% | Decreased | 27.96K (1.0%, $88.09M) |
| MSFT - MICROSOFT CORP(Class: COM) | 556.74K* | $276.93M* | 2.89% | Decreased | 8.34K (1.0%, $64.80M) |
| LII - LENNOX INTL INC(Class: COM) | 421.95K | $241.88M | 2.52% | Decreased | 3.05K (0.0%, $3.53M) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 285.46K | $177.24M | 1.85% | Decreased | 9.64K (3.0%, $11.43M) |
| VO - VANGUARD INDEX FDS(Class: MID CAP ETF) | 595.35K | $166.60M | 1.74% | Decreased | 8.09K (1.0%, $10.53M) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 911.36K | $161.07M | 1.68% | Increased | 46.23K (5.0%, $11.63M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 310.58K | $150.87M | 1.57% | Decreased | 8.95K (2.0%, $19.30M) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 6.04M | $147.69M | 1.54% | Increased | 52.34K (0.0%, $15.42M) |
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 324.94K | $142.45M | 1.49% | Increased | 12.25K (3.0%, $26.50M) |
| AMZN - AMAZON COM INC(Class: COM) | 571.98K* | $125.49M* | 1.31% | Increased | 19.68K (3.0%, $20.41M) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 378.39K | $109.70M | 1.14% | Increased | 968 (0.0%, $17.12M) |
| SCHG - SCHWAB STRATEGIC TR(Class: US LCAP GR ETF) | 3.65M | $106.65M | 1.11% | Increased | 8.22K (0.0%, $15.43M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 165.94K* | $102.53M* | 1.07% | Decreased | 13.77K (7.0%, $2M) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 1M | $99.21M | 1.04% | Increased | 73.39K (7.0%, $7.54M) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 321.96K | $97.85M | 1.02% | Increased | 5.83K (1.0%, $10.97M) |
| META - META PLATFORMS INC(Class: CL A) | 131.70K | $97.21M | 1.01% | Increased | 11.43K (9.0%, $27.89M) |
| BND - VANGUARD BD INDEX FDS(Class: TOTAL BND MRKT) | 1.29M | $94.68M | 0.99% | Increased | 42.47K (3.0%, $3.35M) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 216.82K | $92.06M | 0.96% | Increased | 2.18K (1.0%, $14.55M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 488.80K* | $86.14M* | 0.90% | Decreased | 31.48K (6.0%, $5.69M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 149.92K | $82.70M | 0.86% | Decreased | 324 (0.0%, $12.25M) |
| V - VISA INC(Class: COM CL A) | 225.41K* | $80.03M* | 0.84% | Decreased | 22.63K (9.0%, $6.90M) |
| VONG - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000GRW) | 732.76K | $80.02M | 0.84% | Decreased | 127.71K (14.0%, $174.74K) |
| AVGO - BROADCOM INC(Class: COM) | 253.33K | $69.83M | 0.73% | Increased | 953 (0.0%, $27.57M) |