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

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 91,459 -1,469 $29,560
     IVV91,459-1,469$29,560
VANGUARD INDEX FDS (VOO) 76,792 +11,375 $22,717
     VOO76,792+11,375$22,717
JP MORGAN EXCHANGE TRADED FD (JPST) 422,121 +20,314 $21,291
     JPST422,121+20,314$21,291
PGIM ETF TR (PULS) 345,010 +15,936 $17,270
     PULS345,010+15,936$17,270
ISHARES TR (IEFA) 256,038 +35,112 $16,703
     IEFA256,038+35,112$16,703
ISHARES TR (IWF) 92,094 +32 $16,211
     IWF92,094+32$16,211
APPLE INC 54,089 +10,021 $15,884
     AAPL54,089+10,021$15,884
VANGUARD TAX MANAGED INTL FD (VEA) 358,917 -3,017 $15,812
     VEA358,917-3,017$15,812
VANGUARD INDEX FDS (VXF) 120,377 -2,966 $15,161
     VXF120,377-2,966$15,161
ISHARES TR (IWB) 83,228 -5,236 $14,838
     IWB83,228-5,236$14,838
VANGUARD WHITEHALL FDS INC (VYM) 144,829 +13,822 $13,573
     VYM144,829+13,822$13,573
AMERICAN CAMPUS CMNTYS INC 232,219 +232,219 $10,921
     ACC232,219+232,219$10,921
PACIFIC PREMIER BANCORP 313,553 +313,553 $10,224
     PPBI313,553+313,553$10,224
ISHARES TR (IWV) 47,984 +249 $9,049
     IWV47,984+249$9,049
VANGUARD INTL EQUITY INDEX F (VWO) 200,197 +3,722 $8,897
     VWO200,197+3,722$8,897
ISHARES TR (IWD) 59,604 +627 $8,134
     IWD59,604+627$8,134
INVESCO EXCHANGE TRADED FD T (RSP) 67,226 -7,852 $7,779
     RSP67,226-7,852$7,779
VANGUARD INDEX FDS (VO) 42,386 +9,793 $7,547
     VO42,386+9,793$7,547
VANGUARD INDEX FDS (VNQ) 76,181 +10,720 $7,069
     VNQ76,181+10,720$7,069
ISHARES TR (IJH) 31,502 -1,029 $6,484
     IJH31,502-1,029$6,484
SPROTT PHYSICAL GOLD TRUST 527,847 -17,454 $6,425
     PHYS527,847-17,454$6,425
TEXAS INSTRS INC 44,844 +309 $5,755
     TXN44,844+309$5,755
VANGUARD BD INDEX FD INC (BND) 62,633 +38,411 $5,255
     BND62,633+38,411$5,255
VANGUARD INDEX FDS (VTI) 31,469 +1,078 $5,152
     VTI31,469+1,078$5,152
ISHARES TR (SUB) 46,638 +46,638 $4,979
     SUB46,638+46,638$4,979
SPDR SERIES TRUST (SDY) 45,556 -902 $4,898
     SDY45,556-902$4,898
ISHARES TR (IJR) 56,806 -1,840 $4,762
     IJR56,806-1,840$4,762
VANGUARD INDEX FDS (VBK) 23,790 +4,248 $4,730
     VBK23,790+4,248$4,730
MICROSOFT CORP 29,694 +2,179 $4,686
     MSFT29,694+2,179$4,686
BERKSHIRE HATHAWAY INC DEL      $4,653
     BRK.B17,551+7,624$3,974
     BRK.A2UNCH$679
VANGUARD GROUP (VIG) 33,797 -1,508 $4,215
     VIG33,797-1,508$4,215
SPDR S&P 500 ETF TR (SPY) 12,967 +4,695 $4,171
     SPY12,967+4,695$4,171
CROWDSTRIKE HLDGS INC 81,958 +81,958 $4,087
     CRWD81,958+81,958$4,087
ISHARES TR (IWM) 24,126 +37 $3,992
     IWM24,126+37$3,992
LOCKHEED MARTIN CORP 9,973 +4,345 $3,883
     LMT9,973+4,345$3,883
JOHNSON & JOHNSON 23,848 -864 $3,481
     JNJ23,848-864$3,481
VANGUARD INDEX FDS (VUG) 18,628 +6,344 $3,394
     VUG18,628+6,344$3,394
VANGUARD BD INDEX FD INC (BSV) 41,246 +6,135 $3,328
     BSV41,246+6,135$3,328
ISHARES TR (EFA) 47,114 +42 $3,268
     EFA47,114+42$3,268
HOME DEPOT INC 14,358 +488 $3,138
     HD14,358+488$3,138
SCHWAB STRATEGIC TR 39,563 -4,207 $3,046
     SCHB39,563-4,207$3,046
INVESCO QQQ TR 13,960 -942 $2,968
     QQQ13,960-942$2,968
SPDR INDEX SHS FDS (SPEM) 78,498 +18,207 $2,949
     SPEM78,498+18,207$2,949
ISHARES INC (IEMG) 53,693 -1,391 $2,889
     IEMG53,693-1,391$2,889
AMAZON COM INC 1,542 +69 $2,850
     AMZN1,542+69$2,850
ISHARES TR (MUB) 23,650 -1,589 $2,693
     MUB23,650-1,589$2,693
EATON VANCE TX ADV GLBL DIV 144,450 UNCH $2,604
     ETG144,450UNCH$2,604
ISHARES TR (IBDL) 91,245 +17,145 $2,311
     IBDL91,245+17,145$2,311
PERKINELMER INC 23,625 UNCH $2,294
     PKI23,625UNCH$2,294
BANK AMER CORP 64,913 +6,934 $2,285
     BAC64,913+6,934$2,285

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

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

Size ($ in 1000's)
At 12/31/2019: $542,938
At 09/30/2019: $474,893

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

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

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