Beaird Harris Wealth Management, LLC has filed its 13F form on December 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 513 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $125M, Dimensional ETF Tr Short Durat with a value of $119M, American Centy ETF Tr Avantis with a value of $65.7M, Dimensional ETF Tr Us Marketwi with a value of $54.7M, and American Centy ETF Tr Avantis with a value of $49.5M.

Examining the 13F form we can see an increase of $70.9M in the current position value, from $1.01B to 1.08B.

Beaird Harris Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Beaird Harris Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $947 Million
Technology: $16.2 Million
Consumer Cyclical: $9.74 Million
Energy: $7.49 Million
Financial Services: $4.24 Million
Healthcare: $3.37 Million
Basic Materials: $2.96 Million
Industrials: $1.76 Million
Other: $4.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 513
  • Current Value $1.08 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 171 stocks
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