Beacon Pointe Advisors, LLC
CIK Number: 0001744317
9.03B
Market Value
1,127
# of Holdings
12 months
Avg. Holding Period
34.20%
Win Rate
37.16%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 222.78 | +2.24% | 1.79M | +1.16% | 447.41M | 150.89 | 4.96% |
| 2 | VOO | Vanguard 500 In... | 514.52 | +0.73% | 546.8K | +5.80% | 294.62M | 381.52 | 3.26% |
| 3 | LII | Lennox Internat... | 561.83 | +1.59% | 435.55K | +100.00% | 265.38M | 609.3 | 2.94% |
| 4 | NVDA | NVIDIA Corporat... | 108.90 | -0.7% | 1.97M | -5.44% | 264.08M | 24.31 | 2.93% |
| 5 | MSFT | Microsoft Corpo... | 375.72 | -0.81% | 551.17K | -2.7% | 232.32M | 292.6 | 2.57% |
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