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

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 84,937 +1,258 $25,033
     IVV84,937+1,258$25,033
JP MORGAN EXCHANGE TRADED FD (JPST) 448,834 +7,473 $22,620
     JPST448,834+7,473$22,620
PGIM ETF TR (PULS) 370,568 +12,923 $18,583
     PULS370,568+12,923$18,583
VANGUARD TAX MANAGED INTL FD (VEA) 361,173 +877 $15,074
     VEA361,173+877$15,074
ISHARES TR (IWB) 90,543 -123 $14,746
     IWB90,543-123$14,746
VANGUARD INDEX FDS (VXF) 117,702 +9,336 $13,965
     VXF117,702+9,336$13,965
ISHARES TR (IWF) 82,543 +6,651 $12,991
     IWF82,543+6,651$12,991
APPLE INC 62,026 +381 $12,283
     AAPL62,026+381$12,283
VANGUARD INDEX FDS (VOO) 44,880 +2,828 $12,075
     VOO44,880+2,828$12,075
VANGUARD WHITEHALL FDS INC (VYM) 123,394 +8,517 $10,771
     VYM123,394+8,517$10,771
AMERICAN CAMPUS CMNTYS INC 227,648 +2,215 $10,509
     ACC227,648+2,215$10,509
ISHARES TR (IEFA) 159,056 +26,530 $9,761
     IEFA159,056+26,530$9,761
PACIFIC PREMIER BANCORP 312,591 -3,500 $9,653
     PPBI312,591-3,500$9,653
INVESCO EXCHANGE TRADED FD T (RSP) 77,999 -1,604 $8,411
     RSP77,999-1,604$8,411
ISHARES TR (IWV) 48,480 -159 $8,352
     IWV48,480-159$8,352
VANGUARD INTL EQUITY INDEX F (VWO) 183,648 +3,938 $7,817
     VWO183,648+3,938$7,817
ISHARES TR (IWD) 60,390 +819 $7,679
     IWD60,390+819$7,679
FACEBOOK INC 36,247 +338 $6,996
     FB36,247+338$6,996
ISHARES TR (IJH) 29,383 +3,221 $5,709
     IJH29,383+3,221$5,709
SPROTT PHYSICAL GOLD TRUST 460,136 +16,061 $5,209
     PHYS460,136+16,061$5,209
TEXAS INSTRS INC 45,015 +5,341 $5,169
     TXN45,015+5,341$5,169
SPDR SERIES TRUST (SDY) 46,776 +48 $4,709
     SDY46,776+48$4,709
BERKSHIRE HATHAWAY INC DEL      $4,370
     BRK.B17,507+1,759$3,733
     BRK.A2UNCH$637
MICROSOFT CORP 32,444 +1,190 $4,346
     MSFT32,444+1,190$4,346
JOHNSON & JOHNSON 29,758 -827 $4,146
     JNJ29,758-827$4,146
VANGUARD GROUP (VIG) 35,190 -565 $4,054
     VIG35,190-565$4,054
VANGUARD INDEX FDS (VNQ) 45,849 +5,701 $4,006
     VNQ45,849+5,701$4,006
ISHARES TR (STIP) 38,654 +12,527 $3,876
     STIP38,654+12,527$3,876
ISHARES TR (IJR) 44,834 +2,970 $3,512
     IJR44,834+2,970$3,512
ISHARES TR (IWM) 21,555 -717 $3,350
     IWM21,555-717$3,350
ISHARES TR (EFA) 49,359 +3,063 $3,247
     EFA49,359+3,063$3,247
HOME DEPOT INC 14,863 +544 $3,093
     HD14,863+544$3,093
SCHWAB STRATEGIC TR 43,188 -2,547 $3,046
     SCHB43,188-2,547$3,046
VANGUARD INDEX FDS (VTI) 19,286 +779 $2,899
     VTI19,286+779$2,899
AMAZON COM INC 1,516 +192 $2,868
     AMZN1,516+192$2,868
MERCER INTL INC 180,080 UNCH $2,786
     MERC180,080UNCH$2,786
PFIZER INC 63,144 +6,158 $2,736
     PFE63,144+6,158$2,736
SPDR S&P 500 ETF TR (SPY) 9,087 +1,502 $2,665
     SPY9,087+1,502$2,665
ISHARES TR (MUB) 22,933 UNCH $2,594
     MUB22,933UNCH$2,594
ISHARES INC (IEMG) 50,258 -474 $2,584
     IEMG50,258-474$2,584
INVESCO QQQ TR 13,557 +275 $2,534
     QQQ13,557+275$2,534
CHEVRON CORP NEW 19,069 -502 $2,370
     CVX19,069-502$2,370
PERKINELMER INC 23,625 +14,200 $2,276
     PKI23,625+14,200$2,276
VANGUARD INTL EQUITY INDEX F (VGK) 40,913 -9,561 $2,245
     VGK40,913-9,561$2,245
VANGUARD BD INDEX FD INC (BSV) 27,143 +394 $2,183
     BSV27,143+394$2,183
ISHARES TR (EEM) 50,795 +450 $2,179
     EEM50,795+450$2,179
LOCKHEED MARTIN CORP 5,765 -84 $2,096
     LMT5,765-84$2,096
ISHARES TR (IBMI) 81,598 +3,399 $2,084
     IBMI81,598+3,399$2,084
CISCO SYS INC 36,277 +3,793 $1,990
     CSCO36,277+3,793$1,990
MERCK & CO INC 23,557 +880 $1,979
     MRK23,557+880$1,979

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 06/30/2019: $473,138
At 03/31/2019: $438,215

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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