Beacon Pointe Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,222 positions
APPLE INC | 1.8M | $411.5M | 4.7% | $146.56 | +57.66% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 516,843 | $272.7M | 3.1% | $347.86 | +48.08% | 24 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORPORATION | 2.1M | $252.6M | 2.9% | $24.21 | +400.35% | 24 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 566,463 | $243.7M | 2.8% | $282.45 | +49.97% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 626,589 | $165.3M | 1.9% | $51.29 | +25.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 280,767 | $162M | 1.9% | $377.60 | +49.06% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 857,840 | $149.8M | 1.7% | $127.40 | +31.34% | 24 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 2.1M | $144.7M | 1.7% | $14.99 | +47.80% | 24 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 306,891 | $141.2M | 1.6% | $328.57 | +40.08% | 20 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 330,238 | $126.8M | 1.5% | $43.57 | +45.55% | 24 qtrssince 2018-Q4 | Increased 48 |
AMAZON COM INC | 575,057 | $107.2M | 1.2% | $151.94 | +22.63% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 317,766 | $90M | 1.0% | $205.35 | +34.64% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 1.2M | $87.8M | 1.0% | $66.69 | +3.81% | 24 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 828,211 | $83.9M | 1.0% | $89.61 | +4.11% | 22 qtrssince 2019-Q2 | Increased 43 |
SCHWAB STRATEGIC TR | 801,075 | $83.5M | 1.0% | $16.54 | +56.32% | 24 qtrssince 2018-Q4 | Increased 43 |
JPMORGAN CHASE & CO | 390,200 | $82.3M | 0.9% | $128.83 | +57.08% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 492,066 | $81.6M | 0.9% | $131.36 | +25.38% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 210,104 | $78.9M | 0.9% | $54.74 | +70.13% | 24 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 134,648 | $77.1M | 0.9% | $279.54 | +103.45% | 24 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 149,598 | $73M | 0.8% | $345.36 | +39.91% | 24 qtrssince 2018-Q4 | Decreased 0 |
Beacon Pointe Advisors, LLC manages $8.7B across 1222 positions as of Q3 2024. Top holdings: AAPL (4.7%), VOO (3.1%), NVDA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 63 new positions, 101 exits, 311 increased. Top move: VOO (INCREASED, conviction 57). Portfolio: $8.7B across 1222 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR