HoldingsChannel.com
Beacon Pointe Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 92,928 +7,991 $27,737
     IVV92,928+7,991$27,737
JP MORGAN EXCHANGE TRADED FD (JPST) 401,807 -47,027 $20,267
     JPST401,807-47,027$20,267
VANGUARD INDEX FDS (VOO) 65,417 +20,537 $17,832
     VOO65,417+20,537$17,832
PGIM ETF TR (PULS) 329,074 -41,494 $16,516
     PULS329,074-41,494$16,516
VANGUARD TAX MANAGED INTL FD (VEA) 361,934 +761 $14,872
     VEA361,934+761$14,872
ISHARES TR (IWF) 92,062 +9,519 $14,697
     IWF92,062+9,519$14,697
ISHARES TR (IWB) 88,464 -2,079 $14,559
     IWB88,464-2,079$14,559
VANGUARD INDEX FDS (VXF) 123,343 +5,641 $14,350
     VXF123,343+5,641$14,350
ISHARES TR (IEFA) 220,926 +61,870 $13,489
     IEFA220,926+61,870$13,489
VANGUARD WHITEHALL FDS INC (VYM) 131,007 +7,613 $11,617
     VYM131,007+7,613$11,617
APPLE INC 44,068 -17,958 $9,870
     AAPL44,068-17,958$9,870
FACEBOOK INC 54,262 +18,015 $9,663
     FB54,262+18,015$9,663
ISHARES TR (IWV) 47,735 -745 $8,293
     IWV47,735-745$8,293
INVESCO EXCHANGE TRADED FD T (RSP) 75,078 -2,921 $8,114
     RSP75,078-2,921$8,114
VANGUARD INTL EQUITY INDEX F (VWO) 196,475 +12,827 $7,904
     VWO196,475+12,827$7,904
ISHARES TR (IWD) 58,977 -1,413 $7,562
     IWD58,977-1,413$7,562
SPROTT PHYSICAL GOLD TRUST 545,301 +85,165 $6,448
     PHYS545,301+85,165$6,448
ISHARES TR (IJH) 32,531 +3,148 $6,291
     IJH32,531+3,148$6,291
VANGUARD INDEX FDS (VNQ) 65,461 +19,612 $6,109
     VNQ65,461+19,612$6,109
TEXAS INSTRS INC 44,535 -480 $5,757
     TXN44,535-480$5,757
VANGUARD INDEX FDS (VO) 32,593 +27,053 $5,464
     VO32,593+27,053$5,464
SPDR SERIES TRUST (SDY) 46,458 -318 $4,764
     SDY46,458-318$4,764
VANGUARD INDEX FDS (VTI) 30,391 +11,105 $4,590
     VTI30,391+11,105$4,590
ISHARES TR (IJR) 58,646 +13,812 $4,565
     IJR58,646+13,812$4,565
VANGUARD GROUP (VIG) 35,305 +115 $4,221
     VIG35,305+115$4,221
MICROSOFT CORP 27,515 -4,929 $3,830
     MSFT27,515-4,929$3,830
ISHARES TR (IWM) 24,089 +2,534 $3,645
     IWM24,089+2,534$3,645
VANGUARD INDEX FDS (VBK) 19,542 +10,274 $3,557
     VBK19,542+10,274$3,557
ISHARES TR (STIP) 32,914 -5,740 $3,294
     STIP32,914-5,740$3,294
HOME DEPOT INC 13,870 -993 $3,215
     HD13,870-993$3,215
SCHWAB STRATEGIC TR 43,770 +582 $3,111
     SCHB43,770+582$3,111
ISHARES TR (EFA) 47,072 -2,287 $3,073
     EFA47,072-2,287$3,073
MERCK & CO INC 35,105 +11,548 $2,956
     MRK35,105+11,548$2,956
JOHNSON & JOHNSON 24,712 -5,046 $2,921
     JNJ24,712-5,046$2,921
ISHARES TR (MUB) 25,239 +2,306 $2,880
     MUB25,239+2,306$2,880
VANGUARD BD INDEX FD INC (BSV) 35,111 +7,968 $2,839
     BSV35,111+7,968$2,839
INVESCO QQQ TR 14,902 +1,345 $2,816
     QQQ14,902+1,345$2,816
ISHARES INC (IEMG) 55,084 +4,826 $2,703
     IEMG55,084+4,826$2,703
BERKSHIRE HATHAWAY INC DEL      $2,688
     BRK.B9,927-7,580$2,064
     BRK.A2UNCH$624
AMAZON COM INC 1,473 -43 $2,555
     AMZN1,473-43$2,555
SPDR S&P 500 ETF TR (SPY) 8,272 -815 $2,456
     SPY8,272-815$2,456
ISHARES TR (IBDK) 98,184 +25,908 $2,437
     IBDK98,184+25,908$2,437
EATON VANCE TX ADV GLBL DIV 144,450 +102,800 $2,378
     ETG144,450+102,800$2,378
LOCKHEED MARTIN CORP 5,628 -137 $2,199
     LMT5,628-137$2,199
ISHARES TR (IBMI) 83,791 +2,193 $2,138
     IBMI83,791+2,193$2,138
SPDR INDEX SHS FDS (SPEM) 60,291 +42,623 $2,069
     SPEM60,291+42,623$2,069
VANGUARD BD INDEX FD INC (BND) 24,222 +18,823 $2,044
     BND24,222+18,823$2,044
VANGUARD INDEX FDS (VUG) 12,284 +8,723 $2,042
     VUG12,284+8,723$2,042
PERKINELMER INC 23,625 UNCH $2,012
     PKI23,625UNCH$2,012
CHEVRON CORP NEW 16,394 -2,675 $1,949
     CVX16,394-2,675$1,949

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 09/30/2019: $474,893
At 06/30/2019: $473,138

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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