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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, AVUV, and represent 36.14% of Beaird Harris Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$6.5M), DUHP (+$6.5M), TSLA (+$6.2M), DFSD (+$5.6M), DFCF (+$5.1M), AVLV, AVLC, BITB, VTEB, AVUV.
Started 38 new stock positions in FTRE, VIOO, XLI, ICSH, EFR, Te Connectivity, FSM, FLOT, DBEF, TWST.
Reduced shares in these 10 stocks: ET (-$22M), DFAS, HON, SHW, VSS, DFAR, OKE, TTC, VTES, COP.
Sold out of its positions in AFL, AMC, ARKK, ARKG, ASTS, ABCL, ASIX, AMG, AFRM, ABNB.
Beaird Harris Wealth Management was a net buyer of stock by $28M.
Beaird Harris Wealth Management has $1.1B in assets under management (AUM), dropping by 7.76%.
Central Index Key (CIK): 0001908938

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Portfolio Holdings for Beaird Harris Wealth Management

Beaird Harris Wealth Management holds 511 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Beaird Harris Wealth Management has 511 total positions. Only the first 250 positions are shown.

Sign up to view all of the Beaird Harris Wealth Management Sept. 30, 2024 positions
Download the Beaird Harris Wealth Management September 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	$125M	+4%	2.9M	43.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	10.4	$119M	+4%	2.5M	47.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.7	$66M	+8%	998k	65.83	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.8	$55M		1.3M	41.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.3	$50M	+5%	516k	95.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.2	$49M	+6%	950k	51.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$47M	+16%	89k	527.67	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.7	$43M	+17%	1.3M	34.07	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.6	$42M	-3%	1.6M	25.64	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.6	$41M		853k	48.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.6	$41M	+5%	1.1M	38.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.6	$41M	+3%	830k	49.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.5	$40M	-8%	611k	64.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.0	$35M		537k	64.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$31M	+5%	579k	52.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$28M	-2%	506k	55.63	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.4	$28M	+5%	393k	70.67	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	2.3	$27M	+20%	402k	66.02	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.5	$17M	-4%	171k	101.42	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	1.1	$12M	-4%	263k	46.94	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$12M	-12%	93k	125.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$11M	+2%	19k	576.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$9.0M		143k	63.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$7.7M	-3%	282k	27.41	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.6	$7.3M	+135%	212k	34.59	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$7.2M		129k	56.14	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.6	$6.8M		126k	54.02	View chart
Tesla Motors (TSLA)	0.6	$6.8M	+1089%	26k	261.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$6.7M	+13%	24k	283.16	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.6	$6.3M		120k	52.53	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$6.1M	-3%	159k	38.53	View chart
Ishares Tr International Sl (ISCF)	0.5	$5.5M	-3%	156k	35.25	View chart
Apple (AAPL)	0.5	$5.3M	-5%	23k	233.00	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$4.6M		43k	108.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$4.4M	+11%	45k	97.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$4.1M	+2%	52k	78.69	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$4.0M		84k	47.14	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.5M	-14%	30k	117.22	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$3.0M	+11%	54k	55.53	View chart
Microsoft Corporation (MSFT)	0.3	$2.9M	-11%	6.8k	430.27	View chart
Sherwin-Williams Company (SHW)	0.2	$2.9M	-40%	7.5k	381.66	View chart
NVIDIA Corporation (NVDA)	0.2	$2.8M	+32%	23k	121.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$2.8M		45k	62.20	View chart
Oneok (OKE)	0.2	$2.8M	-27%	31k	91.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.7M	-10%	4.7k	573.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.2M	+2%	21k	106.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.0M		10k	200.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.0M	+13%	26k	78.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.9M		11k	174.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.9M		8.2k	237.22	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.9M	-4%	17k	109.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$1.9M	NEW	36k	51.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.8M		53k	34.29	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M	-2%	23k	59.02	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.3M	NEW	26k	50.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.3M	+293%	5.5k	225.76	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.2M	NEW	16k	77.47	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.2M	-5%	17k	69.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	+1736%	31k	37.20	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.2M	+4%	57k	20.38	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$1.1M	NEW	22k	50.43	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.1M	+2900%	5.7k	190.74	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$1.1M	+8%	102k	10.45	View chart
Texas Instruments Incorporated (TXN)	0.1	$936k	-16%	4.5k	206.56	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$921k	+400%	20k	45.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$911k	+999%	3.5k	263.86	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$897k		41k	22.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$823k	+10%	9.8k	83.75	View chart
Microstrategy Cl A New (MSTR)	0.1	$782k	+1105%	4.6k	168.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$764k	-5%	19k	41.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$758k	-2%	2.0k	375.39	View chart
Amazon (AMZN)	0.1	$752k	-26%	4.0k	186.33	View chart
Home Depot (HD)	0.1	$707k	-2%	1.7k	405.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$700k	+44%	15k	47.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$638k		7.6k	83.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$631k		5.9k	107.66	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$623k	NEW	8.8k	71.10	View chart
Chevron Corporation (CVX)	0.1	$617k	-23%	4.2k	147.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$601k		8.9k	67.85	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$572k	NEW	6.3k	90.40	View chart
Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU)	0.0	$557k	NEW	6.0k	93.53	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$544k	-26%	11k	50.50	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$541k	NEW	4.0k	135.44	View chart
Abbvie (ABBV)	0.0	$540k	+32%	2.7k	197.46	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$535k	+7996%	2.7k	200.37	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$525k		12k	42.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$522k	+21782%	8.5k	61.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$516k	+76775%	3.1k	167.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$499k	+86%	2.9k	173.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$499k	+25%	2.1k	243.06	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$489k		9.8k	49.94	View chart
Costco Wholesale Corporation (COST)	0.0	$485k		547.00	885.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$477k		1.4k	353.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$458k	+15%	2.8k	165.87	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$454k	-2%	6.7k	67.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$430k		8.2k	52.66	View chart
Green Brick Partners (GRBK)	0.0	$418k		5.0k	83.52	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$408k	-2%	2.7k	151.62	View chart
Johnson & Johnson (JNJ)	0.0	$405k	-9%	2.5k	162.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$390k	-6%	799.00	488.14	View chart
Eli Lilly & Co. (LLY)	0.0	$381k	-16%	430.00	885.94	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$377k	NEW	3.2k	119.78	View chart
Atmos Energy Corporation (ATO)	0.0	$375k		2.7k	138.71	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$368k	NEW	4.0k	92.47	View chart
Wal-Mart Stores (WMT)	0.0	$345k	+56%	4.3k	80.75	View chart
JPMorgan Chase & Co. (JPM)	0.0	$338k	-23%	1.6k	210.86	View chart
At&t (T)	0.0	$328k	-58%	15k	22.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$324k		5.6k	57.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$322k	NEW	1.3k	243.47	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$314k	NEW	2.9k	108.18	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$304k	+3%	3.0k	101.32	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$301k		2.4k	123.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$300k		3.8k	79.41	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	0.0	$296k	NEW	23k	12.75	View chart
Omni (OMC)	0.0	$294k		2.8k	103.39	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$293k		9.5k	30.80	View chart
Ford Motor Company (F)	0.0	$292k	-17%	28k	10.56	View chart
Amgen (AMGN)	0.0	$287k		890.00	322.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$285k	-5%	1.5k	189.77	View chart
Waste Management (WM)	0.0	$281k		1.4k	207.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$280k	+12%	728.00	383.93	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$276k		4.6k	60.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$268k	+5%	3.6k	75.10	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.0	$239k	NEW	11k	21.89	View chart
McKesson Corporation (MCK)	0.0	$211k	+7000%	426.00	494.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$209k	+875%	2.4k	87.81	View chart
International Business Machines (IBM)	0.0	$207k	-24%	937.00	221.08	View chart
Caterpillar (CAT)	0.0	$207k	-9%	529.00	391.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$205k		653.00	314.35	View chart
Procter & Gamble Company (PG)	0.0	$205k	-53%	1.2k	173.20	View chart
Cigna Corp (CI)	0.0	$202k	-58%	583.00	346.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$196k		3.8k	51.50	View chart
Textron (TXT)	0.0	$194k		2.2k	88.58	View chart
Emerson Electric (EMR)	0.0	$190k	-2%	1.7k	109.35	View chart
Lowe's Companies (LOW)	0.0	$188k		693.00	270.85	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$185k	+580%	1.7k	110.63	View chart
Rli (RLI)	0.0	$183k		1.2k	154.98	View chart
salesforce (CRM)	0.0	$181k	+1639%	661.00	273.71	View chart
Advanced Micro Devices (AMD)	0.0	$174k	-31%	1.1k	164.08	View chart
Coca-Cola Company (KO)	0.0	$173k	+57%	2.4k	71.86	View chart
UnitedHealth (UNH)	0.0	$168k	+124%	287.00	584.68	View chart
Merck & Co (MRK)	0.0	$162k	-7%	1.4k	113.56	View chart
Grayscale Ethereum Mini Tr E Com Unit	0.0	$161k	NEW	66k	2.44	View chart
Hasbro (HAS)	0.0	$159k		2.2k	72.32	View chart
Danaher Corporation (DHR)	0.0	$158k	-6%	569.00	278.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$154k		2.6k	59.51	View chart
ConocoPhillips (COP)	0.0	$150k	-81%	1.4k	105.28	View chart
Deere & Company (DE)	0.0	$150k		360.00	417.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$150k		3.0k	49.70	View chart
Tidal Tr Ii Defiance Daily T	0.0	$148k	NEW	5.1k	29.01	View chart
Corning Incorporated (GLW)	0.0	$147k	+105%	3.3k	45.15	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$144k		1.9k	77.91	View chart
Pepsi (PEP)	0.0	$141k	-7%	830.00	170.02	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$140k		3.0k	47.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$139k	+796%	224.00	618.57	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$125k		873.00	142.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$123k	+23%	956.00	128.20	View chart
Enlink Midstream Com Unit Rep Ltd (ENLC)	0.0	$122k		8.4k	14.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$121k		460.00	263.29	View chart
Starbucks Corporation (SBUX)	0.0	$120k	-4%	1.2k	97.49	View chart
Colgate-Palmolive Company (CL)	0.0	$120k		1.2k	103.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$119k	-4%	4.4k	27.01	View chart
Travelers Companies (TRV)	0.0	$117k		500.00	234.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$116k		574.00	202.76	View chart
Verizon Communications (VZ)	0.0	$114k	-63%	2.5k	44.91	View chart
Intercontinental Exchange (ICE)	0.0	$113k		704.00	160.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$112k	+71%	1.4k	78.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$111k	+14%	619.00	179.30	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$109k		2.1k	52.99	View chart
Pfizer (PFE)	0.0	$109k	-39%	3.8k	28.94	View chart
Nike CL B (NKE)	0.0	$107k		1.2k	88.41	View chart
DTE Energy Company (DTE)	0.0	$107k	-54%	835.00	128.41	View chart
Oge Energy Corp (OGE)	0.0	$107k		2.6k	41.02	View chart
Listed Fd Tr Shares Lag Cap (OVL)	0.0	$103k		2.2k	46.48	View chart
BlackRock (BLK)	0.0	$103k	-7%	108.00	949.52	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$102k		2.5k	40.38	View chart
Nextera Energy (NEE)	0.0	$101k	-51%	1.2k	84.53	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$98k		1.8k	53.72	View chart
Citigroup Com New (C)	0.0	$98k	+160%	1.6k	62.60	View chart
Cisco Systems (CSCO)	0.0	$97k	+166%	1.8k	53.22	View chart
Phillips 66 (PSX)	0.0	$97k	-79%	734.00	131.45	View chart
L3harris Technologies (LHX)	0.0	$96k	-10%	404.00	237.87	View chart
Canadian Pacific Kansas City (CP)	0.0	$96k		1.1k	85.54	View chart
One Gas (OGS)	0.0	$96k	-7%	1.3k	74.40	View chart
Twist Bioscience Corp (TWST)	0.0	$95k	NEW	2.1k	45.18	View chart
McDonald's Corporation (MCD)	0.0	$95k	-50%	311.00	304.59	View chart
Telomir Pharmaceuticals (TELO)	0.0	$94k		15k	6.42	View chart
Eaton Corp SHS (ETN)	0.0	$94k		283.00	331.44	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$87k		2.4k	36.17	View chart
CSX Corporation (CSX)	0.0	$87k	+6689%	2.5k	34.53	View chart
Lockheed Martin Corporation (LMT)	0.0	$87k	+196%	148.00	584.56	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$86k		3.0k	29.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$85k		839.00	101.27	View chart
Philip Morris International (PM)	0.0	$82k	+12%	671.00	121.40	View chart
PNC Financial Services (PNC)	0.0	$81k	-11%	440.00	184.85	View chart
Novartis Sponsored Adr (NVS)	0.0	$81k	+280%	704.00	115.02	View chart
Shopify Cl A (SHOP)	0.0	$80k	+700%	1.0k	80.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$80k	-47%	2.2k	36.13	View chart
Abbott Laboratories (ABT)	0.0	$79k	-19%	692.00	114.01	View chart
American Express Company (AXP)	0.0	$76k	+3%	282.00	270.74	View chart
Leidos Holdings (LDOS)	0.0	$76k	+160%	468.00	163.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$76k	+29%	795.00	95.75	View chart
3M Company (MMM)	0.0	$72k	-33%	525.00	136.70	View chart
Bank of America Corporation (BAC)	0.0	$70k		1.8k	39.68	View chart
TJX Companies (TJX)	0.0	$70k		598.00	117.52	View chart
Nutex Health (NUTX)	0.0	$69k	NEW	3.2k	21.70	View chart
Visa Com Cl A (V)	0.0	$69k		250.00	274.95	View chart
MercadoLibre (MELI)	0.0	$68k	-8%	33.00	2051.97	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.0	$67k		1.7k	40.44	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$66k		1.4k	46.91	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.0	$66k		418.00	157.55	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$65k	NEW	12k	5.63	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$64k	-4%	2.7k	23.36	View chart
Tyler Technologies (TYL)	0.0	$63k		107.00	583.73	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$62k	-9%	988.00	62.38	View chart
United Parcel Service CL B (UPS)	0.0	$61k		445.00	136.34	View chart
Southern Company (SO)	0.0	$59k	-81%	655.00	90.18	View chart
Us Bancorp Del Com New (USB)	0.0	$58k		1.3k	45.73	View chart
Icici Bank Adr (IBN)	0.0	$58k		1.9k	29.85	View chart
Eversource Energy (ES)	0.0	$58k		850.00	68.05	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$56k		1.4k	39.15	View chart
UGI Corporation (UGI)	0.0	$56k		2.3k	25.02	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$56k		624.00	90.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$56k		480.00	116.96	View chart
Honeywell International (HON)	0.0	$56k	-97%	269.00	206.71	View chart
Labcorp Holdings Com Shs (LH)	0.0	$55k	NEW	248.00	223.48	View chart
Linde SHS (LIN)	0.0	$55k	+618%	115.00	476.86	View chart
MiMedx (MDXG)	0.0	$55k	-4%	9.3k	5.91	View chart
Listed Fd Tr Roundhill Ball (METV)	0.0	$51k	-60%	89.00	572.45	View chart
Marvell Technology (MRVL)	0.0	$51k	+2313%	700.00	72.12	View chart
Meta Platforms Cl A (META)	0.0	$50k	-9%	88.00	572.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$50k	-4%	805.00	62.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$50k		478.00	104.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$46k	-16%	303.00	153.13	View chart
California Water Service (CWT)	0.0	$46k		846.00	54.21	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$46k		427.00	106.86	View chart
Sap Se Spon Adr (SAP)	0.0	$46k		199.00	229.10	View chart
Wells Fargo & Company (WFC)	0.0	$45k	-7%	797.00	56.49	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$44k	+168%	942.00	47.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$41k		209.00	198.06	View chart
Brown & Brown (BRO)	0.0	$41k		399.00	103.60	View chart
Williams Companies (WMB)	0.0	$41k	+17%	896.00	45.65	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$40k		396.00	102.02	View chart
Spotify Technology S A SHS (SPOT)	0.0	$40k	-20%	109.00	368.53	View chart
Neogenomics Com New (NEO)	0.0	$40k		2.7k	14.75	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$39k		821.00	47.98	View chart
Royal Caribbean Cruises (RCL)	0.0	$39k		217.00	177.36	View chart
Target Corporation (TGT)	0.0	$38k	-28%	244.00	155.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$38k		336.00	112.98	View chart
Raytheon Technologies Corp (RTX)	0.0	$37k	-82%	309.00	121.16	View chart

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 Q3 filed Dec. 2, 2024
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

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