Beacon Pointe Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
1,188
Total Value
8052139489
Accession Number
0001941040-25-000288
Form Type
13F-HR
CIK
0001744317
Manager Name
Beacon Pointe Advisors, LLC
Data Enrichment
66% identified
789 identified399 unidentified

Holdings

1,188 positions
Manager:
SEC
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Page 26 of 60
PEPSICO INC
PEP|713448108
Shares:
7000(-48.1%)
Value:
$1.6B(-19.6%)
92204A876
92204A876
Shares:
9641(+3.5%)
Value:
$1.6B(+8.2%)
45783Y855
45783Y855
Shares:
52446(+0.3%)
Value:
$1.6B(+0.2%)
72201R833
72201R833
Shares:
16354(-1.3%)
Value:
$1.6B(-1.1%)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV|27828Y108
Shares:
122991(-15.8%)
Value:
$1.6B(-22.8%)
XCEL ENERGY INC
XEL|98389B100
Shares:
22538(-2.5%)
Value:
$1.6B(+2.2%)
922042718
VSS|922042718
Shares:
13759(-0.4%)
Value:
$1.6B(+0.5%)
WELLTOWER INC.
WELL|95040Q104
Shares:
10366(-30.7%)
Value:
$1.6B(-15.8%)
92204A306
VDE|92204A306
Shares:
12162(-5.4%)
Value:
$1.6B(+1.2%)
Lyft, Inc.
LYFT|55087P104
Shares:
132569(+34.0%)
Value:
$1.6B(+23.3%)
GENERAL MILLS INC
GIS|370334104
Shares:
25821(-8.7%)
Value:
$1.5B(-14.4%)
97717W422
97717W422
Shares:
35211(+1.6%)
Value:
$1.5B(-1.9%)
Aon plc
AON|G0403H108
Shares:
3849(+47.9%)
Value:
$1.5B(+64.4%)
SoFi Technologies, Inc.
SOFI|83406F102
Shares:
131729(-24.2%)
Value:
$1.5B(-42.8%)
67092P409
67092P409
Shares:
35670(-13.3%)
Value:
$1.5B(-21.4%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
14832(-4.5%)
Value:
$1.5B(+6.4%)
SYSCO CORP
SYY|871829107
Shares:
20376(+2.0%)
Value:
$1.5B(+0.1%)
Black Stone Minerals, L.P.
BSM|09225M101
Shares:
99778(+7.0%)
Value:
$1.5B(+11.8%)
ASTRAZENECA PLC
AZN|046353108
Shares:
20498(+2.2%)
Value:
$1.5B(+14.7%)
464287101
464287101
Shares:
5522(-2.7%)
Value:
$1.5B(-8.8%)