Beaird Harris Wealth Management, LLC Purchases in Q4 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
58.2K
+ 5.84%
$65.51 - $71.22 $3.81M - $4.15M
1.06M $70.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.07K
+ 7.93%
$521.84 - $558.82 $3.69M - $3.95M
96.2K $51.8M
TSLA
Tesla, Inc.

Consumer Cyclical
256
+ 0.99%
$213.65 - $479.86 $54.7K - $123K
26.2K $10.6M
AVUV
American Centy ETF Tr Avantis

ETFs
31.9K
+ 6.18%
$94.37 - $106.41 $3.01M - $3.39M
547K $52.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
109K
+ 8.7%
$33.62 - $35.69 $3.67M - $3.9M
1.36M $46.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
102K
+ 4.08%
$46.75 - $47.8 $4.75M - $4.86M
2.59M $121M
MSTR
Microstrategy Inc

Technology
4.66K
+ 100.43%
$162.69 - $473.83 $758K - $2.21M
9.3K $2.69M
AAPL
Apple Inc.

Technology
3.89K
+ 17.11%
$221.69 - $259.02 $863K - $1.01M
26.6K $6.67M
AGQ
Pro Shares Trust Ii

ETFs
27.4K
+ 1645.61%
$33.67 - $49.9 $921K - $1.36M
29K $976K
VCIT
Vanguard Intermediate Term Cor

ETFs
8.71K
+ 88.57%
$80.13 - $83.77 $698K - $729K
18.5K $1.49M
PSLV
Sprott Physical Silver Trust

Financial Services
65.6K
+ 64.56%
$9.65 - $11.76 $633K - $772K
167K $1.61M
AMZN
Amazon Com Inc

Consumer Cyclical
1.75K
+ 43.41%
$180.88 - $232.93 $317K - $408K
5.79K $1.27M
IVV
Ishares Core S&P 500 ETF

ETFs
455
+ 2.38%
$570.51 - $610.59 $260K - $278K
19.6K $11.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.84K
+ 13.23%
$77.02 - $78.58 $527K - $537K
58.5K $4.52M
COP
Conocophillips

Energy
3.99K
+ 279.08%
$95.12 - $114.72 $379K - $458K
5.42K $537K
DFIV
Dimensional ETF Tr

ETFs
87.3K
+ 8.03%
$34.86 - $37.97 $3.04M - $3.31M
1.17M $41.7M
VEA
Vanguard Ftse Developed Market

ETFs
65.4K
+ 11.3%
$47.57 - $52.44 $3.11M - $3.43M
644K $30.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.36K
+ 94.36%
$71.75 - $75.11 $241K - $253K
6.93K $498K
VTI
Vanguard Total Stock Market Et

ETFs
112
+ 0.47%
$280.04 - $302.45 $31.4K - $33.9K
23.7K $6.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
222
+ 4.71%
$567.81 - $607.81 $126K - $135K
4.94K $2.9M
JPM
Jpmorgan Chase & CO

Financial Services
449
+ 27.99%
$205.18 - $250.29 $92.1K - $112K
2.05K $492K
CVX
Chevron Corp

Energy
958
+ 22.86%
$141.15 - $162.53 $135K - $156K
5.15K $745K
SPMD
Spdr Portfolio

ETFs
2.28K
New
$54.13 - $59.56 $123K - $136K
2.28K $124K
GOOGL
Alphabet Inc.

Communication Services
293
+ 10.6%
$161.86 - $196.66 $47.4K - $57.6K
3.06K $578K
VZ
Verizon Communications Inc

Communication Services
3.18K
+ 124.85%
$39.6 - $45.21 $126K - $144K
5.73K $229K
GLD
Spdr Gold Trust

ETFs
385
+ 18.77%
$236.59 - $257.5 $91.1K - $99.1K
2.44K $589K
IVW
Ishares S&P 500 Growth ETF

ETFs
824
+ 103.65%
$94.43 - $105.47 $77.8K - $86.9K
1.62K $164K
IEMG
Ishares Inc

ETFs
1.53K
+ 245.97%
N/A
2.15K $115K
T
At&T Inc.

Communication Services
2.98K
+ 19.98%
$21.22 - $23.88 $63.2K - $71.1K
17.9K $407K
BMY
Bristol Myers Squibb CO

Healthcare
1.23K
+ 287.59%
$51.92 - $59.94 $63.8K - $73.6K
1.66K $93K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
751
+ 89.51%
$96.64 - $101.23 $72.6K - $76K
1.59K $154K
DVY
Ishares Tr

ETFs
525
+ 448.72%
$129.55 - $143.41 $68K - $75.3K
642 $84K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.75K
+ 818.97%
$9.71 - $15.34 $46.1K - $72.9K
5.33K $70K
MMM
3 M CO

Industrials
497
+ 94.67%
$124.74 - $137.12 $62K - $68.1K
1.02K $131K
IBM
International Business Machines Corp

Technology
267
+ 28.5%
$204.9 - $238.04 $54.7K - $63.6K
1.2K $264K
EVRG
Evergy, Inc.

Utilities
793
New
$59.06 - $65.0 $46.8K - $51.5K
793 $48K
EPD
Enterprise Products Partners L.P.

Energy
1.5K
New
$28.66 - $34.43 $43K - $51.6K
1.5K $47K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.81K
New
$15.9 - $17.05 $44.7K - $47.9K
2.81K $46K
BX
Blackstone Inc.

Financial Services
228
+ 75.25%
$148.45 - $199.05 $33.8K - $45.4K
531 $91K
KMI
Kinder Morgan, Inc.

Energy
1.51K
+ 256.9%
$22.59 - $28.54 $34.1K - $43K
2.1K $57K
BAC
Bank Of America Corp

Financial Services
830
+ 46.76%
$39.22 - $47.77 $32.6K - $39.6K
2.61K $114K
AXP
American Express CO

Financial Services
119
+ 42.2%
$267.35 - $305.57 $31.8K - $36.4K
401 $119K
KHC
Kraft Heinz CO

Consumer Defensive
1.31K
New
$30.1 - $36.02 $39.3K - $47K
1.31K $40K
MS
Morgan Stanley

Financial Services
313
+ 1841.18%
$104.42 - $134.99 $32.7K - $42.3K
330 $41K
PANW
Palo Alto Networks Inc

Technology
282
+ 391.67%
$181.96 - $405.9 $51.3K - $114K
354 $64K
TRGP
Targa Resources Corp.

Energy
201
New
$150.58 - $207.69 $30.3K - $41.7K
201 $35K
VFC
V F Corp

Consumer Cyclical
1.64K
New
$16.7 - $22.59 $27.3K - $37K
1.64K $35K
AFL
Aflac Inc

Financial Services
329
New
$100.37 - $115.27 $33K - $37.9K
329 $34K
NI
Nisource Inc.

Utilities
928
New
$33.74 - $38.25 $31.3K - $35.5K
928 $34K
Activity Summary
Buys All Purchases 171 New Holdings 41 Increased Positions 130 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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