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 36.29% of Beaird Harris Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BITB (+$7.0M), DFSD, AVLV, VOO, DUHP, VEA, DFIV, AVUV, DFCF, SCMB.
- Started 41 new stock positions in KIM, SPMD, PAYX, CMCSA, CMI, EVRG, TSN, MSTU, KHC, EPD.
- Reduced shares in these 10 stocks: VTEB, VTES, DFNM, DFAS, GSEW, XLK, XLF, DFUV, XLY, XLC.
- Sold out of its positions in BHP, BlackRock, BINC, Blackrock Muni Intermediate Drtn Fnd, MYN, DYNF, CNP, DNP, DFAU, DFAI.
- Beaird Harris Wealth Management was a net buyer of stock by $36M.
- Beaird Harris Wealth Management has $1.2B in assets under management (AUM), dropping by 1.16%.
- Central Index Key (CIK): 0001908938
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Portfolio Holdings for Beaird Harris Wealth Management
Beaird Harris Wealth Management holds 498 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.6 | $122M | +2% | 3.0M | 41.27 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 10.5 | $122M | +4% | 2.6M | 46.88 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 6.1 | $71M | +5% | 1.1M | 66.77 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.6 | $53M | 1.3M | 40.92 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.6 | $53M | +6% | 548k | 96.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $52M | +7% | 96k | 538.81 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 4.0 | $46M | +8% | 1.4M | 33.79 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.7 | $43M | -9% | 862k | 50.13 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.6 | $42M | +8% | 1.2M | 35.48 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.5 | $41M | 843k | 48.42 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 3.4 | $39M | -3% | 819k | 47.77 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.4 | $39M | +3% | 1.7M | 23.27 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.3 | $38M | -3% | 590k | 65.08 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.8 | $33M | +4% | 559k | 58.79 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $31M | +11% | 644k | 47.82 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 2.5 | $29M | +6% | 429k | 67.55 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $28M | 499k | 55.66 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.3 | $27M | +6% | 418k | 65.08 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.5 | $18M | +65% | 350k | 50.85 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 1.1 | $13M | -23% | 130k | 100.25 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 1.0 | $12M | -2% | 256k | 46.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $12M | +2% | 20k | 588.68 |
|
| Tesla Motors (TSLA) | 0.9 | $11M | 26k | 403.84 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.9 | $10M | -2% | 91k | 114.48 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $8.4M | +2% | 146k | 57.41 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $7.1M | 279k | 25.37 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $6.9M | 24k | 289.81 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.6 | $6.8M | 124k | 54.36 |
|
|
| Apple (AAPL) | 0.6 | $6.7M | +17% | 27k | 250.42 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.6 | $6.7M | 128k | 51.90 |
|
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.5 | $5.9M | +90% | 228k | 25.68 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $5.4M | 158k | 34.33 |
|
|
| Ishares Tr International Sl (ISCF) | 0.4 | $5.0M | 155k | 32.28 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.4 | $4.9M | +12% | 60k | 81.58 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $4.5M | +13% | 59k | 77.27 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $4.3M | -5% | 40k | 106.55 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $4.0M | 45k | 89.08 |
|
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 0.3 | $3.5M | 84k | 41.92 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.3M | +3% | 31k | 107.57 |
|
| Oneok (OKE) | 0.3 | $3.1M | 30k | 100.40 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $3.0M | -3% | 22k | 134.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.9M | +4% | 4.9k | 586.13 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $2.9M | 45k | 63.75 |
|
|
| Microstrategy Cl A New (MSTR) | 0.2 | $2.7M | +100% | 9.3k | 289.63 |
|
| Microsoft Corporation (MSFT) | 0.2 | $2.7M | -6% | 6.3k | 421.49 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $2.5M | 7.5k | 339.92 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.2M | -4% | 30k | 75.63 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.2M | 21k | 105.48 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.0M | +5% | 27k | 74.73 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.0M | 10k | 198.19 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.0M | 8.1k | 240.29 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $1.9M | 37k | 50.88 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | 11k | 169.30 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $1.8M | +58% | 90k | 20.14 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.8M | 52k | 34.59 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.8M | -3% | 17k | 105.61 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $1.6M | +64% | 167k | 9.65 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.5M | +88% | 19k | 80.27 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.3M | 23k | 58.18 |
|
|
| Amazon (AMZN) | 0.1 | $1.3M | +43% | 5.8k | 219.39 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.3M | -4% | 25k | 49.84 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $1.1M | 17k | 62.95 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $1.1M | -2% | 21k | 49.74 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $985k | -6% | 5.3k | 184.50 |
|
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.1 | $977k | +1645% | 29k | 33.67 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $915k | 3.5k | 264.14 |
|
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $879k | 41k | 21.65 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $798k | 11k | 74.02 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $761k | -10% | 4.1k | 187.52 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $758k | -6% | 1.9k | 401.64 |
|
| Chevron Corporation (CVX) | 0.1 | $746k | +22% | 5.1k | 144.85 |
|
| Home Depot (HD) | 0.1 | $735k | +8% | 1.9k | 389.04 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $695k | +102% | 38k | 18.50 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $691k | +7% | 16k | 44.04 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $648k | 6.0k | 108.61 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $618k | +200% | 27k | 23.18 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $601k | +4% | 7.9k | 75.61 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $590k | +18% | 2.4k | 242.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $578k | +10% | 3.1k | 189.27 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $562k | 8.9k | 63.47 |
|
|
| Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU) | 0.0 | $557k | 6.0k | 93.59 |
|
|
| Abbvie (ABBV) | 0.0 | $555k | +14% | 3.1k | 177.71 |
|
| ConocoPhillips (COP) | 0.0 | $537k | +279% | 5.4k | 99.17 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $514k | +2% | 561.00 | 915.49 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $506k | +4% | 10k | 49.62 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $501k | 12k | 40.57 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $500k | 3.1k | 161.79 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $498k | +94% | 6.9k | 71.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $492k | +27% | 2.1k | 239.71 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $476k | 8.6k | 55.45 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $452k | -4% | 1.3k | 351.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $425k | 2.7k | 159.52 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $423k | 8.2k | 51.70 |
|
|
| At&t (T) | 0.0 | $407k | +19% | 18k | 22.77 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $403k | 6.6k | 60.75 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $397k | +5% | 2.9k | 139.27 |
|
| Wal-Mart Stores (WMT) | 0.0 | $387k | 4.3k | 90.35 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $382k | +15% | 495.00 | 772.00 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $375k | 4.0k | 93.32 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $368k | 3.2k | 116.33 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $358k | 2.5k | 144.62 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $355k | -13% | 694.00 | 511.31 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $336k | 1.3k | 253.67 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $332k | -41% | 1.7k | 197.49 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $318k | 2.4k | 130.40 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $308k | 2.9k | 106.04 |
|
|
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $304k | +2% | 24k | 12.80 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $299k | 728.00 | 410.44 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $299k | 3.8k | 78.00 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $298k | 3.0k | 100.60 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $292k | 9.5k | 30.78 |
|
|
| Amgen (AMGN) | 0.0 | $284k | +22% | 1.1k | 260.64 |
|
| Green Brick Partners (GRBK) | 0.0 | $283k | 5.0k | 56.49 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $281k | -4% | 5.4k | 52.47 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $278k | 1.5k | 185.17 |
|
|
| Waste Management (WM) | 0.0 | $273k | 1.4k | 201.79 |
|
|
| Ford Motor Company (F) | 0.0 | $271k | 27k | 9.90 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $265k | 4.6k | 58.00 |
|
|
| International Business Machines (IBM) | 0.0 | $265k | +28% | 1.2k | 219.83 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $256k | -16% | 9.2k | 28.02 |
|
| McKesson Corporation (MCK) | 0.0 | $243k | 426.00 | 569.91 |
|
|
| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $237k | +353% | 404.00 | 585.51 |
|
| Omni (OMC) | 0.0 | $236k | -3% | 2.7k | 86.04 |
|
| Verizon Communications (VZ) | 0.0 | $229k | +124% | 5.7k | 39.99 |
|
| Emerson Electric (EMR) | 0.0 | $215k | 1.7k | 123.94 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $214k | +8% | 1.3k | 167.65 |
|
| Caterpillar (CAT) | 0.0 | $212k | +10% | 583.00 | 362.76 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $197k | +100% | 7.6k | 25.86 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $196k | -80% | 4.1k | 48.33 |
|
| Rli (RLI) | 0.0 | $194k | 1.2k | 164.83 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $191k | -9% | 592.00 | 322.32 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $184k | 1.7k | 110.11 |
|
|
| Lowe's Companies (LOW) | 0.0 | $171k | 693.00 | 246.80 |
|
|
| Textron (TXT) | 0.0 | $168k | 2.2k | 76.49 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $164k | +103% | 1.6k | 101.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $159k | -87% | 684.00 | 232.52 |
|
| Cigna Corp (CI) | 0.0 | $157k | -2% | 570.00 | 276.14 |
|
| Corning Incorporated (GLW) | 0.0 | $155k | 3.3k | 47.52 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $154k | +89% | 1.6k | 96.90 |
|
| Deere & Company (DE) | 0.0 | $153k | 360.00 | 423.70 |
|
|
| Coca-Cola Company (KO) | 0.0 | $151k | 2.4k | 62.26 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $149k | 2.6k | 57.53 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $149k | 3.0k | 49.51 |
|
|
| Pepsi (PEP) | 0.0 | $148k | +17% | 975.00 | 152.04 |
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.0 | $137k | 3.0k | 46.14 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $133k | +18% | 1.5k | 91.25 |
|
| 3M Company (MMM) | 0.0 | $132k | +94% | 1.0k | 129.09 |
|
| Danaher Corporation (DHR) | 0.0 | $131k | 569.00 | 229.55 |
|
|
| Pfizer (PFE) | 0.0 | $129k | +29% | 4.9k | 26.53 |
|
| Advanced Micro Devices (AMD) | 0.0 | $127k | 1.1k | 120.79 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $125k | NEW | 2.3k | 54.69 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $124k | 460.00 | 269.70 |
|
|
| salesforce (CRM) | 0.0 | $123k | -44% | 367.00 | 334.33 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $122k | 956.00 | 127.59 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $121k | 1.9k | 65.52 |
|
|
| Travelers Companies (TRV) | 0.0 | $120k | 500.00 | 240.89 |
|
|
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $119k | 8.4k | 14.15 |
|
|
| American Express Company (AXP) | 0.0 | $119k | +42% | 401.00 | 296.63 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $119k | 574.00 | 206.92 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $117k | 2.2k | 53.05 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $117k | 224.00 | 520.23 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $115k | +46% | 2.6k | 43.95 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $112k | +245% | 2.1k | 52.22 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $111k | 2.1k | 54.23 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $111k | +23% | 384.00 | 289.65 |
|
| Blackrock (BLK) | 0.0 | $111k | NEW | 108.00 | 1025.11 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $110k | 4.4k | 24.86 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $108k | 2.6k | 41.25 |
|
|
| Nextera Energy (NEE) | 0.0 | $106k | +23% | 1.5k | 71.69 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $105k | 1.2k | 90.94 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $105k | 704.00 | 149.01 |
|
|
| Listed Fd Tr Shares Lag Cap (OVL) | 0.0 | $104k | 2.2k | 46.64 |
|
|
| DTE Energy Company (DTE) | 0.0 | $101k | 835.00 | 120.75 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $100k | 1.4k | 70.28 |
|
|
| Visa Com Cl A (V) | 0.0 | $95k | +20% | 302.00 | 316.04 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $94k | 2.5k | 37.40 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $94k | 1.8k | 51.51 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $94k | +287% | 1.7k | 56.56 |
|
| Vanguard Wellington Us Quality (VFQY) | 0.0 | $94k | -23% | 664.00 | 140.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $92k | +75% | 531.00 | 172.42 |
|
| Eaton Corp SHS (ETN) | 0.0 | $91k | -2% | 275.00 | 331.87 |
|
| Nike CL B (NKE) | 0.0 | $89k | -2% | 1.2k | 75.69 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $89k | -19% | 498.00 | 178.08 |
|
| UnitedHealth (UNH) | 0.0 | $89k | -39% | 175.00 | 505.86 |
|
| L3harris Technologies (LHX) | 0.0 | $85k | 404.00 | 210.28 |
|
|
| PNC Financial Services (PNC) | 0.0 | $85k | 440.00 | 192.85 |
|
|
| Phillips 66 (PSX) | 0.0 | $85k | 743.00 | 113.93 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $84k | +448% | 642.00 | 131.29 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $81k | 1.1k | 72.37 |
|
|
| CSX Corporation (CSX) | 0.0 | $81k | 2.5k | 32.27 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $81k | 2.4k | 33.34 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $79k | +41% | 1.1k | 70.24 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $79k | 3.0k | 26.57 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $78k | 692.00 | 113.11 |
|
|
| Merck & Co (MRK) | 0.0 | $77k | -45% | 772.00 | 99.48 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $74k | +32% | 1.9k | 39.56 |
|
| TJX Companies (TJX) | 0.0 | $72k | 598.00 | 120.79 |
|
|
| Cisco Systems (CSCO) | 0.0 | $72k | -33% | 1.2k | 59.21 |
|
| Bitwise Ethereum Etf SHS (ETHW) | 0.0 | $72k | +182% | 3.0k | 23.97 |
|
| Philip Morris International (PM) | 0.0 | $72k | -11% | 596.00 | 120.35 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $71k | +818% | 5.3k | 13.30 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $68k | +89% | 587.00 | 115.72 |
|
| Etf Opportunities Trust T Rex 2x Long Ms (MSTU) | 0.0 | $67k | NEW | 8.8k | 7.60 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $65k | 418.00 | 154.85 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $64k | +391% | 354.00 | 181.96 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $64k | 2.7k | 23.36 |
|
|
| UGI Corporation (UGI) | 0.0 | $64k | 2.3k | 28.23 |
|
|
| Tyler Technologies (TYL) | 0.0 | $62k | 107.00 | 576.64 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $61k | 1.3k | 47.83 |
|
|
| Telomir Pharmaceuticals (TELO) | 0.0 | $60k | 15k | 4.12 |
|
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $59k | 1.0k | 58.61 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $58k | 1.9k | 29.86 |
|
|
| Kinder Morgan (KMI) | 0.0 | $57k | +256% | 2.1k | 27.40 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $56k | +118% | 523.00 | 107.74 |
|
| United Parcel Service CL B (UPS) | 0.0 | $56k | 445.00 | 126.10 |
|
|
| MercadoLibre (MELI) | 0.0 | $56k | 33.00 | 1700.45 |
|
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $56k | 624.00 | 89.77 |
|
|
| Target Corporation (TGT) | 0.0 | $56k | +69% | 413.00 | 135.14 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $55k | 480.00 | 115.22 |
|
|
| Netflix (NFLX) | 0.0 | $54k | +19% | 61.00 | 891.33 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $53k | +300% | 1.9k | 27.87 |
|
| Meta Platforms Cl A (META) | 0.0 | $52k | 88.00 | 585.51 |
|
|
| MiMedx (MDXG) | 0.0 | $51k | -43% | 5.3k | 9.62 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $50k | 805.00 | 62.31 |
|
|
| Williams Companies (WMB) | 0.0 | $50k | +3% | 926.00 | 54.12 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $50k | 217.00 | 230.90 |
|
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.0 | $49k | 1.4k | 34.21 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $49k | 199.00 | 246.21 |
|
|
| Eversource Energy (ES) | 0.0 | $49k | 850.00 | 57.43 |
|
|
| Evergy (EVRG) | 0.0 | $49k | NEW | 793.00 | 61.55 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $49k | 109.00 | 447.39 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $47k | +57% | 90.00 | 526.58 |
|
| Enterprise Products Partners (EPD) | 0.0 | $47k | NEW | 1.5k | 31.36 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $47k | NEW | 2.8k | 16.63 |
|
| Neogenomics Com New (NEO) | 0.0 | $44k | 2.7k | 16.48 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $43k | 431.00 | 99.43 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $43k | 427.00 | 99.64 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $42k | +19% | 68.00 | 621.81 |
|
| M/a (MTSI) | 0.0 | $42k | 325.00 | 129.91 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $42k | +61% | 2.2k | 19.59 |
|
| Morgan Stanley Com New (MS) | 0.0 | $42k | +1841% | 330.00 | 125.72 |
|
| Nutex Health (NUTX) | 0.0 | $41k | -59% | 1.3k | 31.69 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $41k | 209.00 | 195.83 |
|
|
| Brown & Brown (BRO) | 0.0 | $41k | 399.00 | 102.02 |
|
|
| One Gas (OGS) | 0.0 | $41k | -54% | 586.00 | 69.23 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $41k | 821.00 | 49.41 |
|
|
| Kraft Heinz (KHC) | 0.0 | $40k | NEW | 1.3k | 30.71 |
|
| Citigroup Com New (C) | 0.0 | $40k | -63% | 569.00 | 70.39 |
|
| Altria (MO) | 0.0 | $40k | +228% | 755.00 | 52.29 |
|
| Dupont De Nemours (DD) | 0.0 | $39k | +321% | 510.00 | 76.25 |
|
| California Water Service (CWT) | 0.0 | $38k | 846.00 | 45.33 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $38k | 396.00 | 96.21 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $37k | +255% | 1.1k | 32.73 |
|
| Boeing Company (BA) | 0.0 | $36k | 203.00 | 177.00 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $36k | 336.00 | 106.84 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $36k | NEW | 201.00 | 178.50 |
|
| Dow (DOW) | 0.0 | $36k | +259% | 892.00 | 40.13 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $36k | -50% | 73.00 | 485.95 |
|
| Walt Disney Company (DIS) | 0.0 | $35k | -3% | 317.00 | 111.35 |
|
| V.F. Corporation (VFC) | 0.0 | $35k | NEW | 1.6k | 21.46 |
|
| Enbridge (ENB) | 0.0 | $35k | -2% | 816.00 | 42.43 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $34k | 662.00 | 51.99 |
|
|
| Cummins (CMI) | 0.0 | $34k | NEW | 98.00 | 348.60 |
|
| NiSource (NI) | 0.0 | $34k | NEW | 928.00 | 36.76 |
|
| AFLAC Incorporated (AFL) | 0.0 | $34k | NEW | 329.00 | 103.44 |
|
| Yum! Brands (YUM) | 0.0 | $34k | 253.00 | 134.33 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $33k | +231% | 53.00 | 630.13 |
|
| Southern Company (SO) | 0.0 | $33k | -38% | 405.00 | 82.32 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $33k | NEW | 880.00 | 37.53 |
|
| American Electric Power Company (AEP) | 0.0 | $33k | +138% | 358.00 | 92.23 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $33k | 274.00 | 119.51 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $32k | -11% | 922.00 | 34.75 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $32k | 15.00 | 2113.07 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $31k | NEW | 3.4k | 9.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $31k | 349.00 | 88.79 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $31k | 1.1k | 27.38 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $30k | +39% | 71.00 | 425.51 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $30k | NEW | 518.00 | 57.44 |
|
| United Rentals (URI) | 0.0 | $30k | +600% | 42.00 | 704.45 |
|
| Tidal Tr Ii Def Dly Tgt 2x L (MSTX) | 0.0 | $29k | -83% | 825.00 | 35.19 |
|
| Hershey Company (HSY) | 0.0 | $29k | 170.00 | 169.35 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $28k | NEW | 388.00 | 72.23 |
|
| Corpay Com Shs (CPAY) | 0.0 | $28k | NEW | 82.00 | 338.43 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $27k | NEW | 365.00 | 74.27 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $27k | 1.0k | 26.33 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $27k | 1.1k | 24.55 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $27k | NEW | 333.00 | 80.29 |
|
| General Motors Company (GM) | 0.0 | $27k | 498.00 | 53.27 |
|
|
| Analog Devices (ADI) | 0.0 | $26k | +623% | 123.00 | 212.46 |
|
| Medtronic SHS (MDT) | 0.0 | $26k | NEW | 325.00 | 79.88 |
|
| Leidos Holdings (LDOS) | 0.0 | $26k | -61% | 180.00 | 144.06 |
|
| CMS Energy Corporation (CMS) | 0.0 | $26k | 387.00 | 66.65 |
|
|
| Best Buy (BBY) | 0.0 | $26k | NEW | 297.00 | 85.80 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $25k | -9% | 351.00 | 72.46 |
|
| Carrier Global Corporation (CARR) | 0.0 | $24k | NEW | 356.00 | 68.26 |
|
| EOG Resources (EOG) | 0.0 | $24k | +2077% | 196.00 | 122.58 |
|
| Smurfit Westrock SHS (SW) | 0.0 | $24k | NEW | 446.00 | 53.86 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $23k | 745.00 | 31.44 |
|
|
| Paychex (PAYX) | 0.0 | $23k | NEW | 161.00 | 140.22 |
|
| D.R. Horton (DHI) | 0.0 | $22k | NEW | 156.00 | 139.82 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $22k | 292.00 | 74.01 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $21k | NEW | 832.00 | 25.54 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $21k | +92% | 868.00 | 24.06 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $20k | 148.00 | 137.57 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $20k | 486.00 | 41.40 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $20k | NEW | 335.00 | 59.73 |
|
| Papa John's Int'l (PZZA) | 0.0 | $20k | NEW | 482.00 | 41.07 |
|
| Kimco Realty Corporation (KIM) | 0.0 | $19k | NEW | 824.00 | 23.43 |
|
| Frontier Communications Pare (FYBR) | 0.0 | $19k | 556.00 | 34.70 |
|
|
| Franklin Resources (BEN) | 0.0 | $19k | NEW | 950.00 | 20.29 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $19k | 282.00 | 67.88 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $19k | 267.00 | 70.71 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $19k | NEW | 246.00 | 76.24 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $18k | 127.00 | 142.98 |
|
|
| Affirm Hldgs Note 11/1 | 0.0 | $18k | 20k | 0.90 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $18k | NEW | 307.00 | 57.32 |
|
| Open Text Corp (OTEX) | 0.0 | $18k | 618.00 | 28.34 |
|
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $18k | 718.00 | 24.32 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $17k | +143% | 750.00 | 22.70 |
|
| Commercial Metals Company (CMC) | 0.0 | $16k | 325.00 | 49.60 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $16k | -31% | 536.00 | 29.56 |
|
| Honeywell International (HON) | 0.0 | $16k | -74% | 69.00 | 225.90 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $16k | 153.00 | 101.86 |
|
|
| Anthem (ELV) | 0.0 | $15k | -31% | 40.00 | 368.90 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $15k | +189% | 350.00 | 41.82 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $15k | 28.00 | 521.96 |
|
|
| Roper Industries (ROP) | 0.0 | $15k | 28.00 | 519.86 |
|
|
| Sea Note 0.250% 9/1 | 0.0 | $15k | 16k | 0.91 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $15k | +297% | 159.00 | 90.93 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $14k | -78% | 148.00 | 97.31 |
|
| Tc Energy Corp (TRP) | 0.0 | $14k | NEW | 307.00 | 46.53 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $14k | 305.00 | 46.20 |
|
|
| S&p Global (SPGI) | 0.0 | $14k | 28.00 | 498.04 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $14k | 161.00 | 86.02 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $14k | -27% | 83.00 | 166.80 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $14k | 208.00 | 66.14 |
|
|
| Allstate Corporation (ALL) | 0.0 | $14k | 70.00 | 192.80 |
|
|
| Corteva (CTVA) | 0.0 | $13k | +138% | 234.00 | 56.96 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $13k | 19.00 | 693.11 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $13k | NEW | 62.00 | 212.13 |
|
| Riot Blockchain (RIOT) | 0.0 | $13k | 1.3k | 10.21 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $13k | 3.2k | 3.95 |
|
|
| Southwest Airlines (LUV) | 0.0 | $13k | 373.00 | 33.62 |
|
|
| Snap Note 5/0 | 0.0 | $12k | 14k | 0.87 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $12k | 211.00 | 56.14 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $12k | NEW | 94.00 | 124.97 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $12k | 41.00 | 283.85 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $11k | +200% | 24.00 | 444.71 |
|
| Kinross Gold Corp (KGC) | 0.0 | $9.8k | 1.1k | 9.27 |
|
|
| Agnico (AEM) | 0.0 | $9.4k | 120.00 | 78.09 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $9.3k | 121.00 | 76.90 |
|
|
| Guardant Health Note 11/1 | 0.0 | $9.2k | 11k | 0.84 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $9.2k | 500.00 | 18.30 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $8.8k | 203.00 | 43.38 |
|
|
| Micron Technology (MU) | 0.0 | $8.7k | 103.00 | 84.00 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $8.6k | 106.00 | 80.77 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $8.2k | NEW | 275.00 | 29.86 |
|
| Fortune Brands (FBIN) | 0.0 | $8.1k | 118.00 | 68.33 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $7.6k | 6.00 | 1267.33 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $7.4k | 65.00 | 114.46 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $7.4k | -98% | 33.00 | 224.36 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $7.3k | NEW | 20.00 | 366.10 |
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $7.3k | 15k | 0.48 |
|
|
| Bit Digital SHS (BTBT) | 0.0 | $6.7k | 2.3k | 2.93 |
|
|
| Carlyle Group (CG) | 0.0 | $6.6k | 131.00 | 50.50 |
|
|
| Equinix (EQIX) | 0.0 | $6.6k | +250% | 7.00 | 943.00 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $6.5k | 1.0k | 6.49 |
|
|
| Servicenow (NOW) | 0.0 | $6.4k | 6.00 | 1060.17 |
|
|
| Linde SHS (LIN) | 0.0 | $6.3k | -86% | 15.00 | 418.73 |
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $6.0k | 80.00 | 75.35 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $6.0k | 46.00 | 130.70 |
|
|
| Seabridge Gold (SA) | 0.0 | $6.0k | 524.00 | 11.41 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $5.9k | 5.00 | 1185.80 |
|
|
| HEICO Corporation (HEI) | 0.0 | $5.5k | 23.00 | 237.78 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $5.3k | +201% | 193.00 | 27.26 |
|
| Morgan Stanley India Investment Fund (IIF) | 0.0 | $5.2k | 207.00 | 25.27 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $5.1k | 60.00 | 84.55 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $5.1k | +10% | 43.00 | 117.49 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $4.9k | +412% | 461.00 | 10.57 |
|
| Raymond James Financial (RJF) | 0.0 | $4.8k | 31.00 | 155.35 |
|
|
| MetLife (MET) | 0.0 | $4.7k | 57.00 | 81.89 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $4.6k | 274.00 | 16.77 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $4.6k | 93.00 | 49.05 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $4.5k | 51.00 | 87.90 |
|
|
| Unum (UNM) | 0.0 | $4.4k | 60.00 | 73.03 |
|
|
| Science App Int'l (SAIC) | 0.0 | $4.4k | 39.00 | 111.79 |
|
|
| Viatris (VTRS) | 0.0 | $4.3k | 348.00 | 12.45 |
|
|
| Diamondback Energy (FANG) | 0.0 | $4.3k | 26.00 | 163.85 |
|
|
| Applied Materials (AMAT) | 0.0 | $4.2k | -35% | 26.00 | 162.65 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $4.2k | 9.00 | 463.11 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $4.1k | 68.00 | 60.79 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $4.0k | 11.00 | 359.18 |
|
|
| Intuit (INTU) | 0.0 | $3.8k | 6.00 | 628.50 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $3.7k | -98% | 44.00 | 84.89 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.6k | 9.00 | 402.78 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.6k | 5.00 | 712.40 |
|
|
| Rollins (ROL) | 0.0 | $3.3k | 72.00 | 46.36 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $3.3k | -63% | 87.00 | 38.34 |
|
| AutoZone (AZO) | 0.0 | $3.2k | 1.00 | 3202.00 |
|
|
| Marvell Technology (MRVL) | 0.0 | $3.1k | -96% | 28.00 | 110.46 |
|
| Regions Financial Corporation (RF) | 0.0 | $2.9k | 124.00 | 23.52 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $2.9k | 14.00 | 207.86 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $2.9k | +23% | 85.00 | 34.11 |
|
| Rb Global (RBA) | 0.0 | $2.9k | 32.00 | 90.22 |
|
|
| Nano Dimension Sponsord Ads New (NNDM) | 0.0 | $2.8k | 1.1k | 2.48 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.8k | +400% | 130.00 | 21.16 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $2.7k | -43% | 103.00 | 26.63 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.7k | -80% | 12.00 | 228.08 |
|
| Constellation Energy (CEG) | 0.0 | $2.7k | -60% | 12.00 | 223.75 |
|
| Autodesk (ADSK) | 0.0 | $2.7k | 9.00 | 295.67 |
|
|
| Beam Therapeutics (BEAM) | 0.0 | $2.6k | 106.00 | 24.80 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.6k | 100.00 | 25.73 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $2.5k | 48.00 | 52.56 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $2.5k | 80.00 | 31.35 |
|
|
| Paccar (PCAR) | 0.0 | $2.5k | 24.00 | 104.04 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $2.5k | 9.00 | 275.44 |
|
|
| Silvercrest Metals | 0.0 | $2.5k | 272.00 | 9.10 |
|
|
| Grand Canyon Education (LOPE) | 0.0 | $2.5k | 15.00 | 163.80 |
|
|
| Cibc Cad (CM) | 0.0 | $2.4k | 38.00 | 63.24 |
|
|
| Citizens Financial (CFG) | 0.0 | $2.4k | 54.00 | 43.78 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $2.3k | 240.00 | 9.72 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $2.3k | -90% | 37.00 | 62.68 |
|
| Forian Ord (FORA) | 0.0 | $2.3k | 1.1k | 2.06 |
|
|
| Jabil Circuit (JBL) | 0.0 | $2.3k | 16.00 | 143.94 |
|
|
| Uber Technologies (UBER) | 0.0 | $2.3k | -57% | 38.00 | 60.34 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.2k | 138.00 | 16.28 |
|
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $2.2k | 522.00 | 4.29 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $2.2k | 40.00 | 54.50 |
|
|
| Zuora Com Cl A | 0.0 | $2.2k | 218.00 | 9.92 |
|
|
| Capital One Financial (COF) | 0.0 | $2.1k | 12.00 | 178.33 |
|
|
| Mag Silver Corp (MAG) | 0.0 | $2.1k | 155.00 | 13.60 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $2.1k | 46.00 | 45.43 |
|
|
| MGIC Investment (MTG) | 0.0 | $2.1k | 88.00 | 23.72 |
|
|
| B2gold Corp (BTG) | 0.0 | $2.1k | 853.00 | 2.44 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.1k | 5.00 | 413.60 |
|
|
| WPP Adr (WPP) | 0.0 | $2.1k | 40.00 | 51.40 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $2.0k | 17.00 | 120.47 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $2.0k | 8.00 | 253.62 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $2.0k | 17.00 | 117.59 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $2.0k | 6.00 | 332.33 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $2.0k | 1.00 | 1991.00 |
|
|
| Church & Dwight (CHD) | 0.0 | $2.0k | 19.00 | 104.74 |
|
|
| Synopsys (SNPS) | 0.0 | $1.9k | 4.00 | 485.50 |
|
|
| Hldgs (UAL) | 0.0 | $1.9k | 20.00 | 97.10 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.9k | -53% | 56.00 | 34.61 |
|
| Ensign (ENSG) | 0.0 | $1.9k | 14.00 | 132.93 |
|
|
| Guidewire Software (GWRE) | 0.0 | $1.9k | 11.00 | 168.64 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $1.8k | 18.00 | 99.72 |
|
|
| Revolution Medicines (RVMD) | 0.0 | $1.8k | 41.00 | 43.76 |
|
|
| Prudential Financial (PRU) | 0.0 | $1.8k | 15.00 | 118.53 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.8k | 26.00 | 67.46 |
|
|
| Equitable Holdings (EQH) | 0.0 | $1.7k | 37.00 | 47.19 |
|
|
| American Airls (AAL) | 0.0 | $1.7k | 100.00 | 17.43 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.7k | 37.00 | 44.89 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $1.6k | 298.00 | 5.49 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $1.6k | 10.00 | 163.00 |
|
|
| Ambarella SHS (AMBA) | 0.0 | $1.6k | 22.00 | 72.77 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $1.6k | -87% | 56.00 | 28.16 |
|
| Ally Financial (ALLY) | 0.0 | $1.5k | 42.00 | 36.02 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $1.5k | 52.00 | 29.06 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $1.5k | 43.00 | 34.65 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $1.5k | 4.00 | 369.50 |
|
|
| Progressive Corporation (PGR) | 0.0 | $1.4k | 6.00 | 239.67 |
|
|
| South Bow Corp (SOBO) | 0.0 | $1.4k | NEW | 60.00 | 23.58 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $1.4k | 3.00 | 465.33 |
|
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $1.4k | 13.00 | 106.23 |
|
|
| Owens Corning (OC) | 0.0 | $1.4k | 8.00 | 170.38 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.3k | 20.00 | 66.10 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $1.3k | 55.00 | 23.69 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $1.3k | 109.00 | 11.72 |
|
|
| Ametek (AME) | 0.0 | $1.3k | 7.00 | 180.29 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.2k | 50.00 | 24.92 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $1.2k | NEW | 130.00 | 9.55 |
|
| Discover Financial Services (DFS) | 0.0 | $1.2k | 7.00 | 173.29 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $1.1k | 25.00 | 43.60 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $1.1k | 6.00 | 180.50 |
|
|
| Equinox Gold Corp equities (EQX) | 0.0 | $1.1k | 210.00 | 5.02 |
|
|
| Silvercorp Metals (SVM) | 0.0 | $1.0k | 347.00 | 3.00 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $1.0k | 2.00 | 516.50 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $956.000100 | 17.00 | 56.24 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $887.999700 | 21.00 | 42.29 |
|
|
| Rumble Com Cl A (RUM) | 0.0 | $832.998400 | 64.00 | 13.02 |
|
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $753.967500 | NEW | 825.00 | 0.91 |
|
| Stryker Corporation (SYK) | 0.0 | $721.000000 | 2.00 | 360.50 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $695.000400 | -63% | 12.00 | 57.92 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $669.000600 | 18.00 | 37.17 |
|
|
| New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP) | 0.0 | $667.993200 | 566.00 | 1.18 |
|
|
| Crocs (CROX) | 0.0 | $658.000200 | 6.00 | 109.67 |
|
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $485.000000 | 5.00 | 97.00 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $447.000000 | 5.00 | 89.40 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $434.000000 | 16.00 | 27.12 |
|
|
| New York Mortgage Tr (NYMT) | 0.0 | $225.000700 | 37.00 | 6.08 |
|
|
| Cabaletta Bio (CABA) | 0.0 | $180.001500 | 79.00 | 2.28 |
|
|
| Sabre (SABR) | 0.0 | $127.998500 | 35.00 | 3.66 |
|
|
| Editas Medicine (EDIT) | 0.0 | $102.000000 | 80.00 | 1.27 |
|
|
| Krispy Kreme (DNUT) | 0.0 | $60.000000 | 6.00 | 10.00 |
|
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $45.000000 | 3.00 | 15.00 |
|
|
| Intel Corporation (INTC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
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 Q4 filed Feb. 10, 2025
- 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