HoldingsChannel.com
Beacon Pointe Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC 72,270 -21,849 $14,303
     AAPL72,270-21,849$14,303
VANGUARD INDEX FDS (VOO) 42,111 +4,489 $11,333
     VOO42,111+4,489$11,333
ISHARES TR (IJH) 55,890 +9,896 $10,862
     IJH55,890+9,896$10,862
ISHARES TR (IVV) 33,575 +7,620 $9,902
     IVV33,575+7,620$9,902
VANGUARD TAX MANAGED INTL FD (VEA) 203,449 +61,466 $8,483
     VEA203,449+61,466$8,483
ISHARES TR (IJR) 102,199 +44,414 $7,992
     IJR102,199+44,414$7,992
SPDR S&P 500 ETF TR (SPY) 24,451 +4,318 $7,165
     SPY24,451+4,318$7,165
VANGUARD SCOTTSDALE FDS (VONG) 37,924 -1,233 $6,154
     VONG37,924-1,233$6,154
ISHARES TR (IEFA) 91,974 +46,551 $5,653
     IEFA91,974+46,551$5,653
VANGUARD INDEX FDS (VNQ) 62,464 +52,314 $5,455
     VNQ62,464+52,314$5,455
BERKSHIRE HATHAWAY INC DEL      $5,440
     BRK.B25,517-21,362$5,440
VANGUARD INDEX FDS (VTV) 41,558 +23,650 $4,608
     VTV41,558+23,650$4,608
LOCKHEED MARTIN CORP 11,001 -94 $4,001
     LMT11,001-94$4,001
AMAZON COM INC 2,084 +609 $3,943
     AMZN2,084+609$3,943
VANGUARD INTL EQUITY INDEX F (VWO) 90,922 +34,386 $3,864
     VWO90,922+34,386$3,864
ISHARES TR (IWF) 24,199 +8,342 $3,806
     IWF24,199+8,342$3,806
ISHARES TR (IVW) 20,960 +7,150 $3,757
     IVW20,960+7,150$3,757
MICROSOFT CORP 26,419 -19,429 $3,543
     MSFT26,419-19,429$3,543
VANGUARD INDEX FDS (VTI) 22,073 +6,951 $3,311
     VTI22,073+6,951$3,311
SCHWAB STRATEGIC TR 101,785 +17,529 $3,268
     SCHF101,785+17,529$3,268
ISHARES TR (IVE) 27,942 +6,841 $3,258
     IVE27,942+6,841$3,258
SPDR INDEX SHS FDS (RWO) 64,054 -13,601 $3,198
     RWO64,054-13,601$3,198
COSTCO WHSL CORP NEW 11,451 +526 $3,020
     COST11,451+526$3,020
ISHARES TR (IWM) 17,546 -118 $2,728
     IWM17,546-118$2,728
AT&T INC 74,925 +5,541 $2,513
     T74,925+5,541$2,513
JPMORGAN CHASE & CO 21,281 -538 $2,376
     JPM21,281-538$2,376
ISHARES TR (IBDM) 94,004 +43,343 $2,334
     IBDM94,004+43,343$2,334
VANGUARD BD INDEX FD INC (BND) 27,872 +811 $2,316
     BND27,872+811$2,316
SCHWAB STRATEGIC TR 39,998 +10,476 $2,284
     SCHM39,998+10,476$2,284
ISHARES TR (IBDL) 90,023 +40,758 $2,276
     IBDL90,023+40,758$2,276
VANGUARD INDEX FDS (VO) 12,766 +10,227 $2,131
     VO12,766+10,227$2,131
SCHWAB STRATEGIC TR 29,715 +5,862 $2,125
     SCHA29,715+5,862$2,125
ISHARES TR (IBDK) 85,224 +25,360 $2,115
     IBDK85,224+25,360$2,115
SCHWAB STRATEGIC TR 24,867 +2,440 $2,068
     SCHG24,867+2,440$2,068
INTEL CORP 43,066 +12,211 $2,063
     INTC43,066+12,211$2,063
VANGUARD INDEX FDS (VBR) 14,557 +8,884 $1,900
     VBR14,557+8,884$1,900
ISHARES TR (IWP) 12,474 +4,309 $1,779
     IWP12,474+4,309$1,779
ISHARES TR (EFA) 27,004 -240 $1,777
     EFA27,004-240$1,777
EATON VANCE TX ADV GLBL DIV 110,000 +110,000 $1,766
     ETG110,000+110,000$1,766
ISHARES TR (ICSH) 34,837 +34,837 $1,755
     ICSH34,837+34,837$1,755
PEPSICO INC 13,347 -9,589 $1,750
     PEP13,347-9,589$1,750
VANGUARD WHITEHALL FDS INC (VYM) 19,990 +1,544 $1,748
     VYM19,990+1,544$1,748
FACEBOOK INC 8,764 +3,062 $1,696
     FB8,764+3,062$1,696
3M CO 9,715 -580 $1,686
     MMM9,715-580$1,686
CIGNA CORP NEW 10,398 +183 $1,637
     CI10,398+183$1,637
VANGUARD BD INDEX FD INC (BSV) 19,818 -17,457 $1,595
     BSV19,818-17,457$1,595
VISA INC 8,959 +1,619 $1,556
     V8,959+1,619$1,556
VANGUARD INDEX FDS (VUG) 9,269 +2,037 $1,512
     VUG9,269+2,037$1,512
BANK AMER CORP 49,681 +21,241 $1,441
     BAC49,681+21,241$1,441
SPDR SERIES TRUST (SDY) 14,255 -311 $1,440
     SDY14,255-311$1,440

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 06/30/2019: $274,050
At 03/31/2019: $266,520

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

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