The Analysis of Beacon Pointe Advisors, LLC's Holdings
Currently, Beacon Pointe Advisors, LLC holds 1460 types of securities in its portfolio with a total value $14.2B. In the most recent quarter, they have increased their positions in DFCF (+2.8M shares, valued at $117.2M), DFAU (+2.2M shares, valued at $100.8M), SCHP (+3.2M shares, valued at $83.9M); decreased their positions in AJG (-40.2K shares, valued at $10.4M), ABNB (-61.7K shares, valued at $8.4M), IWF (-17.2K shares, valued at $8.1M); initiated new positions in DXUV (+684.3K shares, valued at $40.9M), GBCI (+535.7K shares, valued at $23.6M), SPYX (+393.4K shares, valued at $22.1M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD256.0K sharesnew addition2025-12-312026-02-18
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Call Option Holdings
Put Option Holdings