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 3 of 60
46432F842
IEFA|46432F842
Shares:
484101(-2.8%)
Value:
$36.6B(+4.6%)
808524797
SCHD|808524797
Shares:
1308070(-7.3%)
Value:
$36.6B(-5.2%)
464287622
IWB|464287622
Shares:
115420(+0.9%)
Value:
$35.4B(-4.0%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
120219(-1.4%)
Value:
$34.6B(+17.3%)
Energy Transfer LP
ET|29273V100
Shares:
1811079(+38.5%)
Value:
$33.7B(+31.5%)
Palo Alto Networks Inc
PANW|697435105
Shares:
196105(-0.7%)
Value:
$33.5B(-6.9%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
35287(-10.4%)
Value:
$33.4B(-7.6%)
233051200
DBEF|233051200
Shares:
768673(+3.9%)
Value:
$33.3B(+8.7%)
MCDONALDS CORP
MCD|580135101
Shares:
106534(-3.3%)
Value:
$33.3B(+4.2%)
92206C102
VGSH|92206C102
Shares:
555374(+5.4%)
Value:
$32.6B(+6.3%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
60646(+2.6%)
Value:
$31.8B(+6.2%)
Walt Disney Co
DIS|254687106
Shares:
314771(+47.3%)
Value:
$31.1B(+30.6%)
RTX Corp
RTX|75513E101
Shares:
228390(+24.0%)
Value:
$30.3B(+41.9%)
921946406
VYM|921946406
Shares:
233443(-0.9%)
Value:
$30.1B(+0.2%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
223374(+2.6%)
Value:
$29.6B(+20.3%)
ONEOK INC /NEW/
OKE|682680103
Shares:
298607(+8.5%)
Value:
$29.6B(+7.2%)
92206C730
VONE|92206C730
Shares:
116005(-2.8%)
Value:
$29.4B(-7.4%)
808524805
SCHF|808524805
Shares:
1486255(-2.1%)
Value:
$29.4B(+4.6%)
46137V357
RSP|46137V357
Shares:
169671(+3.7%)
Value:
$29.4B(+2.5%)
464288158
464288158
Shares:
275495(+61.7%)
Value:
$29.1B(+61.9%)