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, DFAS, DFUV, AVLV, and represent 37.31% of Beaird Harris Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSD (+$9.8M), DFCF (+$5.2M), VTEB, AVLV, VOO, AVEM, VTIP, DFAR, DFIV, DFAS.
- Started 62 new stock positions in IEF, SIVR, IBDQ, IYM, IGHG, URA, Fidelity Wise Origin Bitcoin, TTC, FEZ, GCT.
- Reduced shares in these 10 stocks: SHW, DFNM, IVV, VLUE, DFUV, DFAT, SUB, AVSC, ISCF, VNQ.
- Sold out of its positions in BAX, BXMT, BTI, CWH, LNG, STZ, CSGP, DDOG, DKNG, TDIV.
- Beaird Harris Wealth Management was a net buyer of stock by $41M.
- Beaird Harris Wealth Management has $1.0B in assets under management (AUM), dropping by 7.63%.
- Central Index Key (CIK): 0001908938
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Portfolio Holdings for Beaird Harris Wealth Management
Beaird Harris Wealth Management holds 622 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Beaird Harris Wealth Management has 622 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Beaird Harris Wealth Management March 31, 2024 positions
- Download the Beaird Harris Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.7 | $110M | +4% | 2.6M | 41.95 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 10.3 | $106M | +10% | 2.2M | 47.04 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 6.1 | $63M | +2% | 1.0M | 62.34 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.3 | $55M | 1.3M | 40.90 |
|
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 4.8 | $49M | +5% | 765k | 64.26 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.4 | $45M | +7% | 886k | 50.60 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.1 | $42M | +4% | 1.2M | 36.75 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.1 | $42M | +3% | 447k | 93.71 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.9 | $41M | +5% | 1.8M | 22.37 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 3.9 | $41M | 841k | 48.09 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.9 | $40M | +5% | 689k | 57.96 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.7 | $38M | +5% | 783k | 47.89 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.9 | $30M | 546k | 54.43 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $28M | +8% | 58k | 480.70 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $27M | +5% | 546k | 50.17 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.4 | $25M | +4% | 380k | 65.86 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.3 | $24M | +4% | 205k | 116.84 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 2.1 | $22M | 1.4M | 15.73 |
|
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 1.8 | $18M | 182k | 100.70 |
|
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 1.2 | $12M | 260k | 46.57 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $9.9M | -5% | 19k | 525.73 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $8.7M | 149k | 58.65 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.8 | $8.2M | 331k | 24.72 |
|
|
| American Centy Etf Tr International Lr (AVIV) | 0.7 | $7.4M | 136k | 54.08 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.7 | $7.2M | -2% | 138k | 52.36 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.7 | $7.2M | -6% | 67k | 108.31 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $6.5M | 182k | 35.80 |
|
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.6 | $6.3M | 120k | 52.05 |
|
|
| Ishares Tr International Sl (ISCF) | 0.6 | $5.7M | -2% | 172k | 32.98 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.4M | 21k | 259.90 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $4.8M | +25% | 63k | 76.67 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $4.4M | -16% | 13k | 347.33 |
|
| Oneok (OKE) | 0.4 | $4.2M | 53k | 80.17 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $4.1M | -3% | 47k | 86.48 |
|
| Apple (AAPL) | 0.4 | $3.9M | 23k | 171.48 |
|
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 0.3 | $3.4M | +12% | 79k | 42.28 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.9M | 27k | 107.60 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $2.5M | -4% | 44k | 56.98 |
|
| Honeywell International (HON) | 0.2 | $2.5M | 12k | 205.25 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.5M | 4.8k | 523.12 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $2.5M | 5.9k | 420.75 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.3M | +8% | 31k | 75.40 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.3M | -8% | 22k | 104.73 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.0M | -2% | 11k | 191.89 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.0M | -2% | 8.7k | 228.58 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | -3% | 11k | 162.86 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.7M | 55k | 31.95 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | +461% | 28k | 58.07 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $1.3M | 21k | 65.21 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $1.3M | -2% | 1.5k | 903.71 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | +7% | 8.8k | 116.24 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $1.0M | NEW | 16k | 63.17 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | -6% | 5.8k | 174.20 |
|
| ConocoPhillips (COP) | 0.1 | $982k | 7.7k | 127.28 |
|
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| Fidelity Wise Origin Bitcoin SHS | 0.1 | $891k | NEW | 14k | 62.06 |
|
| Toro Company (TTC) | 0.1 | $888k | NEW | 9.7k | 91.63 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $863k | 41k | 21.27 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $800k | 21k | 39.02 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $684k | -5% | 2.0k | 337.11 |
|
| Chevron Corporation (CVX) | 0.1 | $678k | +25% | 4.3k | 157.73 |
|
| Home Depot (HD) | 0.1 | $674k | +61% | 1.8k | 383.59 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $673k | +36% | 8.4k | 80.51 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $666k | 39k | 17.30 |
|
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| Amazon (AMZN) | 0.1 | $656k | -6% | 3.6k | 180.38 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $620k | 7.8k | 79.86 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $615k | 6.0k | 102.77 |
|
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| At&t (T) | 0.1 | $614k | +3% | 35k | 17.60 |
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| Enterprise Products Partners (EPD) | 0.1 | $607k | 21k | 29.18 |
|
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| Phillips 66 (PSX) | 0.1 | $598k | 3.7k | 163.34 |
|
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.1 | $575k | +25% | 14k | 41.25 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $547k | -7% | 8.8k | 62.06 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $499k | 2.5k | 201.50 |
|
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $485k | 9.8k | 49.55 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $484k | -12% | 12k | 41.77 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $468k | 1.4k | 346.61 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $465k | 7.3k | 63.33 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $448k | 13k | 35.87 |
|
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| Johnson & Johnson (JNJ) | 0.0 | $440k | +19% | 2.8k | 158.19 |
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| Ford Motor Company (F) | 0.0 | $432k | 33k | 13.28 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $418k | 8.2k | 51.28 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $411k | +10% | 2.5k | 162.25 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $390k | +10% | 501.00 | 777.96 |
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| Abbvie (ABBV) | 0.0 | $385k | +9% | 2.1k | 182.12 |
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| Costco Wholesale Corporation (COST) | 0.0 | $375k | +3% | 512.00 | 731.95 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $368k | 2.7k | 135.06 |
|
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| JPMorgan Chase & Co. (JPM) | 0.0 | $334k | +9% | 1.7k | 200.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $332k | 747.00 | 444.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $330k | +3% | 2.2k | 150.93 |
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| Atmos Energy Corporation (ATO) | 0.0 | $322k | 2.7k | 118.87 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $315k | 3.9k | 80.62 |
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|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $301k | -2% | 36k | 8.29 |
|
| Green Brick Partners (GRBK) | 0.0 | $301k | 5.0k | 60.23 |
|
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $299k | 3.0k | 99.43 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $298k | -13% | 5.5k | 54.40 |
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| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.0 | $297k | 6.4k | 46.28 |
|
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $296k | 2.4k | 121.21 |
|
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| Waste Management (WM) | 0.0 | $289k | -20% | 1.4k | 213.15 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $288k | 3.7k | 77.32 |
|
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $286k | NEW | 9.5k | 30.10 |
|
| Omni (OMC) | 0.0 | $276k | 2.9k | 96.76 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $273k | -3% | 1.5k | 179.10 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $273k | +8% | 3.8k | 72.63 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $254k | -5% | 4.3k | 58.55 |
|
| Amgen (AMGN) | 0.0 | $253k | 890.00 | 284.32 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $247k | 1.2k | 205.72 |
|
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| Tesla Motors (TSLA) | 0.0 | $239k | +12% | 1.4k | 175.80 |
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| Southern Company (SO) | 0.0 | $229k | +10% | 3.2k | 71.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $224k | 650.00 | 344.20 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $217k | 5.0k | 43.35 |
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| Caterpillar (CAT) | 0.0 | $214k | +3% | 583.00 | 366.43 |
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| Textron (TXT) | 0.0 | $211k | +239% | 2.2k | 95.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $210k | 1.5k | 136.01 |
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| General Electric Com New (GE) | 0.0 | $209k | 1.2k | 175.53 |
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| Dupont De Nemours (DD) | 0.0 | $207k | +3% | 2.7k | 76.67 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $206k | -29% | 121.00 | 1704.56 |
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| DTE Energy Company (DTE) | 0.0 | $206k | 1.8k | 112.14 |
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| Verizon Communications (VZ) | 0.0 | $201k | +4% | 4.8k | 41.96 |
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| Merck & Co (MRK) | 0.0 | $196k | 1.5k | 131.95 |
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| Advanced Micro Devices (AMD) | 0.0 | $193k | +8% | 1.1k | 180.49 |
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| Emerson Electric (EMR) | 0.0 | $193k | 1.7k | 113.40 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $191k | -13% | 664.00 | 288.11 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $187k | 3.8k | 49.24 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $181k | +14% | 1.9k | 96.71 |
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| Lowe's Companies (LOW) | 0.0 | $177k | +3750% | 693.00 | 254.73 |
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| Rli (RLI) | 0.0 | $175k | 1.2k | 148.47 |
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| Pfizer (PFE) | 0.0 | $175k | -18% | 6.3k | 27.75 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $171k | 4.1k | 42.12 |
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| Nextera Energy (NEE) | 0.0 | $163k | +97% | 2.5k | 63.91 |
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| McDonald's Corporation (MCD) | 0.0 | $161k | 570.00 | 281.98 |
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| Pepsi (PEP) | 0.0 | $158k | +49% | 901.00 | 175.06 |
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| Dow (DOW) | 0.0 | $156k | +3% | 2.7k | 57.93 |
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| Danaher Corporation (DHR) | 0.0 | $156k | -4% | 623.00 | 249.72 |
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| Corteva (CTVA) | 0.0 | $155k | +3% | 2.7k | 57.67 |
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| Origin Bancorp (OBK) | 0.0 | $154k | 4.9k | 31.24 |
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| Deere & Company (DE) | 0.0 | $154k | +4% | 375.00 | 410.74 |
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| Ishares Bitcoin Tr SHS | 0.0 | $149k | NEW | 3.7k | 40.47 |
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| Lam Research Corporation (LRCX) | 0.0 | $149k | +4% | 153.00 | 971.58 |
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| International Business Machines (IBM) | 0.0 | $141k | +62% | 740.00 | 190.96 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $132k | 967.00 | 136.93 |
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| Hilltop Holdings (HTH) | 0.0 | $132k | 4.2k | 31.32 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $127k | +26% | 3.0k | 42.01 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $125k | 1.9k | 67.75 |
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| Starbucks Corporation (SBUX) | 0.0 | $121k | +3% | 1.3k | 91.36 |
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| Nike CL B (NKE) | 0.0 | $119k | +4% | 1.3k | 93.97 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $118k | 4.6k | 25.44 |
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| Travelers Companies (TRV) | 0.0 | $116k | +16666% | 503.00 | 230.14 |
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| American Express Company (AXP) | 0.0 | $115k | -3% | 505.00 | 227.63 |
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| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $115k | 8.4k | 13.64 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $115k | +4% | 479.00 | 239.76 |
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| Wal-Mart Stores (WMT) | 0.0 | $113k | +285% | 1.9k | 60.18 |
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| One Gas (OGS) | 0.0 | $110k | +107% | 1.7k | 64.54 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $108k | 1.4k | 77.71 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.0 | $107k | NEW | 2.8k | 38.71 |
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| Colgate-Palmolive Company (CL) | 0.0 | $103k | 1.1k | 90.03 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $99k | 1.1k | 88.17 |
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| Abbott Laboratories (ABT) | 0.0 | $98k | +25% | 863.00 | 113.66 |
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| Intercontinental Exchange (ICE) | 0.0 | $97k | 709.00 | 137.43 |
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| L3harris Technologies (LHX) | 0.0 | $97k | 455.00 | 213.10 |
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| BlackRock (BLK) | 0.0 | $97k | +625% | 116.00 | 833.71 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $97k | +12% | 1.9k | 50.28 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $95k | NEW | 1.3k | 72.33 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $94k | 1.8k | 51.60 |
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| Oge Energy Corp (OGE) | 0.0 | $89k | 2.6k | 34.30 |
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| Eaton Corp SHS (ETN) | 0.0 | $86k | 275.00 | 312.68 |
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| Coca-Cola Company (KO) | 0.0 | $86k | +112% | 1.4k | 61.20 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $84k | +52% | 3.1k | 27.19 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $84k | -17% | 858.00 | 97.94 |
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| 3M Company (MMM) | 0.0 | $83k | 785.00 | 106.07 |
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| PNC Financial Services (PNC) | 0.0 | $80k | 494.00 | 161.60 |
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| Marathon Oil Corporation (MRO) | 0.0 | $80k | 2.8k | 28.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $79k | 314.00 | 249.86 |
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| Nutex Health (NUTX) | 0.0 | $75k | -16% | 780k | 0.10 |
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| MiMedx (MDXG) | 0.0 | $75k | 9.7k | 7.70 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.0 | $74k | +11% | 1.3k | 55.80 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $74k | 562.00 | 131.24 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $72k | 647.00 | 110.50 |
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| CMS Energy Corporation (CMS) | 0.0 | $71k | 1.2k | 60.34 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $69k | +51% | 710.00 | 97.53 |
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| Meta Platforms Cl A (META) | 0.0 | $69k | 142.00 | 485.73 |
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| United Parcel Service CL B (UPS) | 0.0 | $68k | 455.00 | 148.63 |
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| BP Sponsored Adr (BP) | 0.0 | $67k | -22% | 1.8k | 37.68 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $66k | 3.0k | 21.69 |
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| UnitedHealth (UNH) | 0.0 | $65k | -20% | 132.00 | 494.70 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $63k | 302.00 | 208.27 |
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| Bank of America Corporation (BAC) | 0.0 | $63k | +439% | 1.7k | 37.92 |
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| Visa Com Cl A (V) | 0.0 | $62k | -38% | 223.00 | 279.08 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $62k | 2.7k | 22.77 |
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| Walt Disney Company (DIS) | 0.0 | $61k | 498.00 | 122.46 |
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| TJX Companies (TJX) | 0.0 | $61k | +11% | 598.00 | 101.41 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $59k | -19% | 1.4k | 42.14 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $58k | 676.00 | 85.00 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $57k | 930.00 | 61.10 |
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| Us Bancorp Del Com New (USB) | 0.0 | $57k | +64% | 1.3k | 44.70 |
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| Hershey Company (HSY) | 0.0 | $56k | +124% | 289.00 | 194.50 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $56k | +21% | 2.8k | 19.69 |
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| UGI Corporation (UGI) | 0.0 | $55k | 2.3k | 24.54 |
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| Bristol Myers Squibb (BMY) | 0.0 | $55k | 1.0k | 54.24 |
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| Philip Morris International (PM) | 0.0 | $55k | +322% | 596.00 | 91.62 |
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| Corning Incorporated (GLW) | 0.0 | $53k | +1470% | 1.6k | 32.96 |
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| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $53k | +163% | 108.00 | 486.42 |
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| Intel Corporation (INTC) | 0.0 | $52k | -59% | 1.2k | 44.17 |
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| Xcel Energy (XEL) | 0.0 | $52k | 964.00 | 53.75 |
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| Icici Bank Adr (IBN) | 0.0 | $51k | 1.9k | 26.41 |
|
|
| Eversource Energy (ES) | 0.0 | $51k | NEW | 850.00 | 59.77 |
|
| MercadoLibre (MELI) | 0.0 | $50k | 33.00 | 1511.97 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $48k | 363.00 | 131.37 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $48k | 500.00 | 95.20 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $46k | 550.00 | 84.44 |
|
|
| Resideo Technologies (REZI) | 0.0 | $45k | 2.0k | 22.42 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $43k | 427.00 | 101.50 |
|
|
| Target Corporation (TGT) | 0.0 | $43k | 243.00 | 177.48 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $43k | -18% | 389.00 | 110.52 |
|
| Tyler Technologies (TYL) | 0.0 | $43k | 100.00 | 425.01 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $42k | 2.7k | 15.72 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $42k | 215.00 | 195.03 |
|
|
| Boeing Company (BA) | 0.0 | $41k | -10% | 212.00 | 192.99 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $40k | NEW | 471.00 | 84.09 |
|
| California Water Service (CWT) | 0.0 | $39k | 846.00 | 46.48 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $39k | 1.4k | 28.04 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $38k | NEW | 660.00 | 57.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $38k | 209.00 | 182.61 |
|
|
| Citigroup Com New (C) | 0.0 | $38k | 599.00 | 63.20 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $38k | +6% | 4.3k | 8.73 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $37k | NEW | 1.3k | 28.83 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $37k | 336.00 | 108.92 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $36k | 398.00 | 90.91 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $36k | 137.00 | 263.91 |
|
|
| Cisco Systems (CSCO) | 0.0 | $36k | -30% | 723.00 | 49.91 |
|
| American Airls (AAL) | 0.0 | $36k | +51% | 2.3k | 15.35 |
|
| Yum! Brands (YUM) | 0.0 | $36k | 258.00 | 138.82 |
|
|
| Brown & Brown (BRO) | 0.0 | $35k | 399.00 | 87.54 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $34k | 190.00 | 180.47 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $34k | 396.00 | 84.52 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $33k | -18% | 560.00 | 57.96 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $32k | 922.00 | 34.88 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $32k | NEW | 433.00 | 74.22 |
|
| Enbridge (ENB) | 0.0 | $32k | 876.00 | 36.18 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $31k | 255.00 | 123.18 |
|
|
| M/a (MTSI) | 0.0 | $31k | 325.00 | 95.64 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $30k | 217.00 | 139.01 |
|
|
| Anthem (ELV) | 0.0 | $30k | -14% | 58.00 | 518.55 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $30k | +9% | 270.00 | 110.54 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $29k | 662.00 | 44.05 |
|
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $29k | 274.00 | 105.80 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $29k | 650.00 | 44.45 |
|
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $29k | +65% | 412.00 | 69.82 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $29k | -15% | 115.00 | 250.04 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $29k | +121% | 1.3k | 22.58 |
|
| Netflix (NFLX) | 0.0 | $27k | -31% | 45.00 | 607.33 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $27k | 1.1k | 25.06 |
|
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 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