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Home > Institutional Investor > Beacon Pointe Advisors, Llc > Profile

Instuitional Investor - Beacon Pointe Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Beacon Pointe Advisors, Llc
Portfolio Value $9,025,773,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,786,651 $447,413,197 4.95%
2.
Vanguard Index Fds
 546,796 $294,618,982 3.26%
3.
Lennox International Inc
 LII 435,548 $265,379,396 2.94%
4.
Nvidia Corp
 NVDA 1,966,527 $264,084,932 2.92%
5.
Microsoft Corp
 MSFT 551,174 $232,319,852 2.57%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)