HoldingsChannel.com
Beacon Pointe Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 65,558 +36,057 $19,252
     AAPL65,558+36,057$19,252
VANGUARD INDEX FDS (VOO) 54,288 +7,225 $16,064
     VOO54,288+7,225$16,064
ISHARES TR (IJH) 61,451 +5,390 $12,641
     IJH61,451+5,390$12,641
ISHARES TR (IVV) 36,694 +3,713 $11,861
     IVV36,694+3,713$11,861
VANGUARD TAX MANAGED INTL FD (VEA) 268,057 +48,770 $11,813
     VEA268,057+48,770$11,813
VANGUARD INDEX FDS (VO) 61,513 +35,527 $10,960
     VO61,513+35,527$10,960
ISHARES TR (IJR) 114,225 +16,773 $9,584
     IJR114,225+16,773$9,584
ZOOM VIDEO COMMUNICATIONS IN 116,664 +116,664 $7,937
     ZM116,664+116,664$7,937
VANGUARD INDEX FDS (VNQ) 72,479 +225 $6,725
     VNQ72,479+225$6,725
SPDR S&P 500 ETF TR (SPY) 20,270 -3,961 $6,526
     SPY20,270-3,961$6,526
ISHARES TR (IEFA) 96,667 +22,035 $6,308
     IEFA96,667+22,035$6,308
VANGUARD INTL EQUITY INDEX F (VWO) 117,475 +13,518 $5,228
     VWO117,475+13,518$5,228
BERKSHIRE HATHAWAY INC DEL      $5,086
     BRK.B22,456+22,456$5,086
VANGUARD SCOTTSDALE FDS (VONG) 26,356 -13,715 $4,769
     VONG26,356-13,715$4,769
MICROSOFT CORP 29,937 +6,327 $4,721
     MSFT29,937+6,327$4,721
VANGUARD INDEX FDS (VTV) 38,867 -322 $4,660
     VTV38,867-322$4,660
VANGUARD BD INDEX FD INC (BND) 53,911 +20,446 $4,523
     BND53,911+20,446$4,523
SCHWAB STRATEGIC TR 117,082 +6,270 $3,931
     SCHF117,082+6,270$3,931
AT&T INC 100,012 +87,193 $3,907
     T100,012+87,193$3,907
LOCKHEED MARTIN CORP 9,903 +3,010 $3,856
     LMT9,903+3,010$3,856
ISHARES TR (IVW) 19,523 -1,029 $3,782
     IVW19,523-1,029$3,782
AMAZON COM INC 1,951 +422 $3,601
     AMZN1,951+422$3,601
COSTCO WHSL CORP NEW 10,595 +729 $3,114
     COST10,595+729$3,114
SPDR INDEX SHS FDS (RWO) 59,254 +1,830 $3,056
     RWO59,254+1,830$3,056
JPMORGAN CHASE & CO 21,032 +1,167 $2,932
     JPM21,032+1,167$2,932
ISHARES TR (IWF) 16,343 -1,519 $2,875
     IWF16,343-1,519$2,875
VANGUARD INDEX FDS (VTI) 16,332 +1,038 $2,671
     VTI16,332+1,038$2,671
ISHARES TR (IBDM) 105,700 +15,731 $2,634
     IBDM105,700+15,731$2,634
ISHARES TR (IVE) 20,190 -593 $2,627
     IVE20,190-593$2,627
SCHWAB STRATEGIC TR 43,314 +3,267 $2,605
     SCHM43,314+3,267$2,605
VANGUARD INDEX FDS (VUG) 13,522 +4,618 $2,463
     VUG13,522+4,618$2,463
ISHARES TR (IBDL) 93,568 +11,701 $2,363
     IBDL93,568+11,701$2,363
SCHWAB STRATEGIC TR 25,347 +1,609 $2,351
     SCHG25,347+1,609$2,351
INTEL CORP 38,303 +156 $2,295
     INTC38,303+156$2,295
ISHARES TR (SUB) 21,048 +15,737 $2,245
     SUB21,048+15,737$2,245
VANGUARD WHITEHALL FDS INC (VYM) 23,658 +1,919 $2,217
     VYM23,658+1,919$2,217
SCHWAB STRATEGIC TR 28,572 +571 $2,158
     SCHA28,572+571$2,158
CIGNA CORP NEW 10,484 +568 $2,143
     CI10,484+568$2,143
VANGUARD BD INDEX FD INC (BSV) 26,430 +5,452 $2,130
     BSV26,430+5,452$2,130
ISHARES TR (EFA) 27,801 +4,644 $1,926
     EFA27,801+4,644$1,926
VANGUARD INDEX FDS (VBK) 9,570 +4,054 $1,903
     VBK9,570+4,054$1,903
SPDR INDEX SHS FDS (SPEM) 50,632 +15,197 $1,901
     SPEM50,632+15,197$1,901
ISHARES TR (IWP) 11,859 -538 $1,807
     IWP11,859-538$1,807
FACEBOOK INC 8,578 +4,314 $1,759
     FB8,578+4,314$1,759
ISHARES TR (MUB) 15,113 +2,291 $1,722
     MUB15,113+2,291$1,722
ISHARES TR (IBDN) 66,671 +10,426 $1,686
     IBDN66,671+10,426$1,686
VANGUARD INDEX FDS (VBR) 12,300 -614 $1,686
     VBR12,300-614$1,686
3M CO 9,300 -227 $1,640
     MMM9,300-227$1,640
SCHWAB STRATEGIC TR 21,094 +3,422 $1,617
     SCHX21,094+3,422$1,617
VANGUARD INTL EQUITY INDEX F (VNQI) 27,083 +9,085 $1,602
     VNQI27,083+9,085$1,602

See Full List: All Stocks Held By Beacon Pointe Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Beacon Pointe Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $322,638
At 09/30/2019: $231,504

Beacon Pointe Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beacon Pointe Advisors LLC 13F filings. Link to 13F filings: SEC filings

Beacon Pointe Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.