Beaird Harris Wealth Management
Latest statistics and disclosures from Beaird Harris Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFCF, DFSD, AVLV, DFUV, VTEB, and represent 35.90% of Beaird Harris Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DUHP (+$34M), AVLC (+$21M), AVLV (+$9.9M), VOO (+$9.6M), DFCF (+$6.3M), DFSD (+$5.9M), AVUV, XOM, BITB, NVDA.
- Started 184 new stock positions in DOX, CI, AHT, GEN, ALNY, HAS, FND, LULU, WRB, XLY.
- Reduced shares in these 10 stocks: DFAS (-$21M), VSS (-$12M), AVEM (-$8.9M), VLUE (-$5.0M), DFIV, DFAR, DFAT, DFAE, BSV, OKE.
- Sold out of its positions in AGCO, IDOG, SIVR, AL, ALK, APTO, AVY, BYD, Callon Petroleum, TAIL.
- Beaird Harris Wealth Management was a net buyer of stock by $47M.
- Beaird Harris Wealth Management has $1.1B in assets under management (AUM), dropping by 3.56%.
- Central Index Key (CIK): 0001908938
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Portfolio Holdings for Beaird Harris Wealth Management
Beaird Harris Wealth Management holds 719 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Beaird Harris Wealth Management has 719 total positions. Only the first 250 positions are shown.
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- Download the Beaird Harris Wealth Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.9 | $115M | +5% | 2.8M | 41.54 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 10.5 | $112M | +5% | 2.4M | 47.00 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 5.5 | $58M | +20% | 922k | 62.84 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.9 | $52M | 1.3M | 39.27 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.2 | $45M | 893k | 50.11 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.1 | $44M | +8% | 487k | 89.72 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 3.8 | $41M | 848k | 47.77 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.8 | $40M | -33% | 668k | 60.08 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.7 | $39M | +2% | 804k | 48.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $38M | +33% | 77k | 500.13 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.5 | $37M | -7% | 1.7M | 22.10 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.5 | $37M | -10% | 1.0M | 35.94 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 3.2 | $34M | NEW | 1.1M | 31.99 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.1 | $33M | -21% | 544k | 61.09 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $27M | 549k | 49.42 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.5 | $27M | -5% | 516k | 51.87 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.3 | $24M | 374k | 64.95 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 2.1 | $22M | 1.4M | 16.22 |
|
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 2.0 | $21M | NEW | 333k | 62.77 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 1.7 | $18M | -2% | 178k | 100.07 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 1.2 | $13M | +5% | 274k | 46.14 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.2 | $13M | -47% | 107k | 117.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $10M | 19k | 547.23 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $8.5M | -2% | 145k | 58.64 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.7 | $7.6M | -11% | 292k | 25.87 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.6 | $6.8M | -4% | 130k | 52.44 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.6 | $6.3M | -8% | 127k | 49.91 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.6 | $6.2M | 120k | 51.40 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $5.9M | -9% | 165k | 35.58 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.6M | 21k | 267.51 |
|
|
| Ishares Tr International Sl (ISCF) | 0.5 | $5.2M | -6% | 162k | 32.23 |
|
| Apple (AAPL) | 0.5 | $5.1M | +6% | 24k | 210.62 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $4.5M | +54% | 42k | 106.55 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.0M | +297% | 35k | 115.12 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $3.9M | -19% | 50k | 76.70 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $3.8M | 13k | 298.44 |
|
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.3 | $3.5M | +6% | 84k | 41.22 |
|
| Oneok (OKE) | 0.3 | $3.4M | -19% | 42k | 81.55 |
|
| Microsoft Corporation (MSFT) | 0.3 | $3.4M | +29% | 7.6k | 446.97 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $3.4M | -14% | 40k | 83.76 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.3 | $2.9M | +3147% | 90k | 32.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.9M | +9% | 5.3k | 544.20 |
|
| Honeywell International (HON) | 0.2 | $2.6M | 12k | 213.54 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $2.6M | 45k | 58.85 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $2.5M | +233% | 48k | 52.46 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $2.2M | +1096% | 18k | 123.54 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.1M | -7% | 20k | 104.55 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.9M | -72% | 18k | 103.46 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.9M | -3% | 10k | 182.53 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.8M | 11k | 160.40 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.8M | -5% | 8.2k | 218.03 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.7M | 54k | 32.24 |
|
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $1.7M | -26% | 22k | 74.89 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.3M | -16% | 23k | 57.98 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $1.2M | -12% | 18k | 63.44 |
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| Amazon (AMZN) | 0.1 | $1.1M | +51% | 5.5k | 193.26 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | -6% | 5.4k | 194.52 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $984k | +41% | 55k | 18.06 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $929k | +157% | 94k | 9.93 |
|
| Toro Company (TTC) | 0.1 | $905k | 9.7k | 93.51 |
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|
| ConocoPhillips (COP) | 0.1 | $871k | 7.6k | 114.37 |
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| Chevron Corporation (CVX) | 0.1 | $853k | +26% | 5.5k | 156.43 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $827k | 41k | 20.37 |
|
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $780k | -9% | 15k | 53.24 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $757k | +2% | 2.1k | 364.46 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $753k | -4% | 20k | 38.42 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $710k | +6% | 8.9k | 79.93 |
|
| At&t (T) | 0.1 | $691k | +3% | 36k | 19.11 |
|
| Home Depot (HD) | 0.1 | $618k | +2% | 1.8k | 344.20 |
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| Enterprise Products Partners (EPD) | 0.1 | $603k | 21k | 28.98 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $599k | 7.6k | 78.33 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $566k | 8.8k | 64.25 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $562k | -3% | 5.8k | 97.28 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $530k | +218% | 385.00 | 1377.48 |
|
| Phillips 66 (PSX) | 0.0 | $516k | 3.7k | 141.17 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $506k | -11% | 12k | 40.78 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $485k | 9.8k | 49.52 |
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| Costco Wholesale Corporation (COST) | 0.0 | $471k | +8% | 554.00 | 850.19 |
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| Cigna Corp (CI) | 0.0 | $467k | NEW | 1.4k | 330.61 |
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| Eli Lilly & Co. (LLY) | 0.0 | $464k | +2% | 512.00 | 905.70 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $442k | -12% | 10k | 43.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $437k | +9% | 2.4k | 182.13 |
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| Tesla Motors (TSLA) | 0.0 | $432k | +60% | 2.2k | 197.87 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $429k | 2.5k | 173.48 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $426k | +26% | 2.1k | 202.25 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $425k | -6% | 6.9k | 61.64 |
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| Ford Motor Company (F) | 0.0 | $421k | +3% | 34k | 12.54 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $418k | 8.2k | 51.24 |
|
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| Procter & Gamble Company (PG) | 0.0 | $417k | 2.5k | 164.89 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $414k | 2.7k | 150.50 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $412k | +14% | 859.00 | 479.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $410k | 1.4k | 303.44 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $408k | 13k | 32.71 |
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| Johnson & Johnson (JNJ) | 0.0 | $405k | 2.8k | 146.14 |
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| Abbvie (ABBV) | 0.0 | $353k | -2% | 2.1k | 171.51 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $352k | +36% | 1.6k | 215.01 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $319k | +366% | 1.4k | 226.23 |
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| Atmos Energy Corporation (ATO) | 0.0 | $316k | 2.7k | 116.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $303k | 3.9k | 77.75 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $296k | 5.6k | 53.04 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $290k | 3.7k | 77.28 |
|
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $290k | -3% | 2.9k | 99.49 |
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| Waste Management (WM) | 0.0 | $289k | 1.4k | 213.34 |
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| Verizon Communications (VZ) | 0.0 | $287k | +44% | 6.9k | 41.24 |
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| Green Brick Partners (GRBK) | 0.0 | $286k | 5.0k | 57.24 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $278k | 2.4k | 114.02 |
|
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| Amgen (AMGN) | 0.0 | $278k | 890.00 | 312.45 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $276k | +3% | 1.6k | 174.49 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $273k | 9.5k | 28.78 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $268k | 1.5k | 173.85 |
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| Southern Company (SO) | 0.0 | $268k | +7% | 3.4k | 77.56 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $267k | +5% | 4.6k | 58.23 |
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| Omni (OMC) | 0.0 | $255k | 2.8k | 89.70 |
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| Advanced Micro Devices (AMD) | 0.0 | $253k | +45% | 1.6k | 162.26 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $244k | -9% | 3.4k | 72.06 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $243k | 650.00 | 374.01 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $238k | 5.0k | 47.66 |
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| Dupont De Nemours (DD) | 0.0 | $218k | 2.7k | 80.49 |
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| International Business Machines (IBM) | 0.0 | $214k | +67% | 1.2k | 172.95 |
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| Ge Aerospace Com New (GE) | 0.0 | $206k | +8% | 1.3k | 158.99 |
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| DTE Energy Company (DTE) | 0.0 | $204k | 1.8k | 111.01 |
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| Emerson Electric (EMR) | 0.0 | $196k | +4% | 1.8k | 110.13 |
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| Caterpillar (CAT) | 0.0 | $194k | 583.00 | 333.10 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $194k | 652.00 | 297.76 |
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| Merck & Co (MRK) | 0.0 | $190k | +3% | 1.5k | 123.80 |
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| Textron (TXT) | 0.0 | $189k | 2.2k | 85.86 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $188k | 1.9k | 100.23 |
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| Wal-Mart Stores (WMT) | 0.0 | $185k | +44% | 2.7k | 67.71 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $181k | 3.8k | 47.45 |
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| Pfizer (PFE) | 0.0 | $175k | 6.2k | 27.98 |
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| Nextera Energy (NEE) | 0.0 | $173k | -3% | 2.4k | 70.82 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $173k | +142% | 1.7k | 100.41 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $167k | 4.1k | 41.11 |
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| Rli (RLI) | 0.0 | $166k | 1.2k | 140.69 |
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| McDonald's Corporation (MCD) | 0.0 | $160k | +9% | 626.00 | 254.76 |
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| Origin Bancorp (OBK) | 0.0 | $157k | 4.9k | 31.72 |
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| Lowe's Companies (LOW) | 0.0 | $153k | 694.00 | 220.39 |
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| Danaher Corporation (DHR) | 0.0 | $152k | -2% | 606.00 | 250.00 |
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| Dow (DOW) | 0.0 | $150k | +4% | 2.8k | 53.05 |
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| Pepsi (PEP) | 0.0 | $149k | 901.00 | 164.97 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $147k | +293% | 2.6k | 56.68 |
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| Corteva (CTVA) | 0.0 | $145k | 2.7k | 53.94 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $144k | 1.9k | 77.97 |
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| Ishares Bitcoin Tr SHS (IBIT) | 0.0 | $144k | +14% | 4.2k | 34.14 |
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| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.0 | $137k | -53% | 3.0k | 46.17 |
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| Deere & Company (DE) | 0.0 | $135k | -4% | 360.00 | 373.63 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $132k | 3.0k | 43.93 |
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| Hilltop Holdings (HTH) | 0.0 | $132k | 4.2k | 31.28 |
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| Hasbro (HAS) | 0.0 | $129k | NEW | 2.2k | 58.50 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $118k | 4.6k | 25.42 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $117k | -9% | 871.00 | 134.10 |
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| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $116k | 8.4k | 13.76 |
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| Lam Research Corporation (LRCX) | 0.0 | $116k | -28% | 109.00 | 1060.94 |
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| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $115k | +111% | 228.00 | 504.78 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $115k | -3% | 460.00 | 249.62 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $112k | +315% | 574.00 | 194.87 |
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| Colgate-Palmolive Company (CL) | 0.0 | $112k | 1.2k | 97.01 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $109k | 1.4k | 77.12 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $108k | NEW | 2.1k | 52.49 |
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| Travelers Companies (TRV) | 0.0 | $102k | 500.00 | 203.50 |
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| L3harris Technologies (LHX) | 0.0 | $101k | 451.00 | 224.59 |
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| Starbucks Corporation (SBUX) | 0.0 | $100k | -3% | 1.3k | 77.84 |
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| Listed Fd Tr Shares Lag Cap (OVL) | 0.0 | $98k | NEW | 2.2k | 44.08 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $97k | NEW | 2.5k | 38.69 |
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| Coca-Cola Company (KO) | 0.0 | $97k | +9% | 1.5k | 63.65 |
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| Intercontinental Exchange (ICE) | 0.0 | $96k | 704.00 | 136.89 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $93k | 1.8k | 51.26 |
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| Oge Energy Corp (OGE) | 0.0 | $93k | 2.6k | 35.70 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $93k | +1593% | 542.00 | 170.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $92k | NEW | 776.00 | 118.60 |
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| BlackRock (BLK) | 0.0 | $92k | 117.00 | 784.23 |
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| Nike CL B (NKE) | 0.0 | $92k | -4% | 1.2k | 75.34 |
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| Abbott Laboratories (ABT) | 0.0 | $90k | 863.00 | 103.91 |
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| Eaton Corp SHS (ETN) | 0.0 | $89k | +2% | 283.00 | 313.89 |
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| One Gas (OGS) | 0.0 | $89k | -18% | 1.4k | 63.87 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $88k | 1.1k | 78.73 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $81k | -2% | 839.00 | 97.07 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $81k | NEW | 2.4k | 33.65 |
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| Marathon Oil Corporation (MRO) | 0.0 | $81k | 2.8k | 28.67 |
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| 3M Company (MMM) | 0.0 | $80k | 785.00 | 102.19 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $80k | -3% | 3.0k | 26.91 |
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| Boeing Company (BA) | 0.0 | $79k | +104% | 434.00 | 182.08 |
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| PNC Financial Services (PNC) | 0.0 | $77k | 495.00 | 155.40 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $76k | 314.00 | 242.10 |
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| BP Sponsored Adr (BP) | 0.0 | $73k | +14% | 2.0k | 36.10 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $73k | 647.00 | 112.63 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $72k | 562.00 | 127.18 |
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| Bank of America Corporation (BAC) | 0.0 | $71k | +7% | 1.8k | 39.77 |
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| Telomir Pharmaceuticals (TELO) | 0.0 | $70k | +212% | 15k | 4.81 |
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| CMS Energy Corporation (CMS) | 0.0 | $70k | 1.2k | 59.53 |
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| MiMedx (MDXG) | 0.0 | $67k | 9.7k | 6.93 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $67k | NEW | 125.00 | 535.08 |
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| Visa Com Cl A (V) | 0.0 | $66k | +13% | 253.00 | 262.36 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $66k | 930.00 | 71.03 |
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| TJX Companies (TJX) | 0.0 | $66k | 598.00 | 110.17 |
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| UnitedHealth (UNH) | 0.0 | $65k | -3% | 128.00 | 508.98 |
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| Netflix (NFLX) | 0.0 | $65k | +113% | 96.00 | 678.15 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $64k | +4% | 2.8k | 22.57 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $64k | -17% | 1.1k | 57.92 |
|
| American Express Company (AXP) | 0.0 | $63k | -45% | 273.00 | 231.37 |
|
| Corning Incorporated (GLW) | 0.0 | $62k | 1.6k | 38.85 |
|
|
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.0 | $62k | NEW | 1.7k | 37.09 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $62k | NEW | 418.00 | 147.45 |
|
| United Parcel Service CL B (UPS) | 0.0 | $61k | -2% | 445.00 | 136.98 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $60k | +92% | 832.00 | 72.64 |
|
| Philip Morris International (PM) | 0.0 | $60k | 596.00 | 101.33 |
|
|
| Walt Disney Company (DIS) | 0.0 | $60k | +20% | 599.00 | 99.28 |
|
| MercadoLibre (MELI) | 0.0 | $59k | +9% | 36.00 | 1643.42 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $57k | 1.4k | 40.57 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $57k | +11% | 615.00 | 92.54 |
|
| Icici Bank Adr (IBN) | 0.0 | $56k | 1.9k | 28.81 |
|
|
| Intel Corporation (INTC) | 0.0 | $56k | +52% | 1.8k | 30.97 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $55k | NEW | 624.00 | 88.74 |
|
| Tyler Technologies (TYL) | 0.0 | $54k | +7% | 107.00 | 502.79 |
|
| Hershey Company (HSY) | 0.0 | $54k | 291.00 | 183.83 |
|
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.0 | $53k | NEW | 1.4k | 37.09 |
|
| Ge Vernova (GEV) | 0.0 | $52k | NEW | 302.00 | 171.51 |
|
| Shell Spon Ads (SHEL) | 0.0 | $52k | +81% | 715.00 | 72.20 |
|
| UGI Corporation (UGI) | 0.0 | $52k | 2.3k | 22.90 |
|
|
| Xcel Energy (XEL) | 0.0 | $52k | 964.00 | 53.41 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $51k | +54% | 865.00 | 59.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $51k | +21% | 474.00 | 106.66 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $50k | 1.3k | 39.69 |
|
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $50k | NEW | 900.00 | 55.85 |
|
| Target Corporation (TGT) | 0.0 | $50k | +39% | 339.00 | 147.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $49k | NEW | 840.00 | 58.52 |
|
| Meta Platforms Cl A (META) | 0.0 | $49k | -31% | 97.00 | 504.23 |
|
| Eversource Energy (ES) | 0.0 | $48k | 850.00 | 56.71 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $48k | NEW | 478.00 | 100.84 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $48k | 508.00 | 94.35 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $45k | 363.00 | 123.80 |
|
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.0 | $45k | NEW | 452.00 | 99.37 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $43k | 137.00 | 313.80 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $43k | +228% | 1.7k | 25.32 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $42k | 1.0k | 41.53 |
|
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $42k | +46% | 602.00 | 69.27 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $41k | 427.00 | 96.22 |
|
|
| California Water Service (CWT) | 0.0 | $41k | 846.00 | 48.48 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $40k | -7% | 199.00 | 202.07 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $40k | NEW | 821.00 | 48.50 |
|
| Roku Com Cl A (ROKU) | 0.0 | $40k | +3210% | 662.00 | 59.95 |
|
| Resideo Technologies (REZI) | 0.0 | $39k | 2.0k | 19.56 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $39k | -59% | 784.00 | 49.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $38k | 209.00 | 182.55 |
|
|
| Citigroup Com New (C) | 0.0 | $38k | 599.00 | 63.44 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $37k | +47% | 546.00 | 68.53 |
|
| Neogenomics Com New (NEO) | 0.0 | $37k | 2.7k | 13.87 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $37k | 3.0k | 12.10 |
|
|
| M/a (MTSI) | 0.0 | $36k | 325.00 | 111.47 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $36k | 336.00 | 107.12 |
|
Past Filings by Beaird Harris Wealth Management
SEC 13F filings are viewable for Beaird Harris Wealth Management going back to 2021
- Beaird Harris Wealth Management 2024 Q2 filed Aug. 15, 2024
- Beaird Harris Wealth Management 2024 Q1 filed May 15, 2024
- Beaird Harris Wealth Management 2023 Q4 filed Feb. 27, 2024
- Beaird Harris Wealth Management 2023 Q3 filed Nov. 15, 2023
- Beaird Harris Wealth Management 2023 Q2 filed July 26, 2023
- Beaird Harris Wealth Management 2023 Q1 filed April 24, 2023
- Beaird Harris Wealth Management 2022 Q4 filed Feb. 14, 2023
- Beaird Harris Wealth Management 2022 Q3 filed Nov. 2, 2022
- Beaird Harris Wealth Management 2022 Q2 filed Aug. 12, 2022
- Beaird Harris Wealth Management 2022 Q1 filed May 27, 2022
- Beaird Harris Wealth Management 2021 Q4 filed May 17, 2022