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
WFC
Wells Fargo & Company

Financial Services
327
+ 41.03%
$54.98 - $77.35 $18K - $25.3K
1.12K $78K
CMI
Cummins Inc

Industrials
98
New
$324.93 - $383.42 $31.8K - $37.6K
98 $34K
CMCSA
Comcast Corp

Communication Services
880
New
$37.39 - $45.14 $32.9K - $39.7K
880 $33K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.36K
New
$8.24 - $11.07 $27.7K - $37.2K
3.36K $31K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 2.56%
$873.59 - $994.69 $12.2K - $13.9K
561 $514K
RTX
Raytheon Technologies Corp

Industrials
278
+ 89.97%
$114.45 - $127.21 $31.8K - $35.4K
587 $67K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
671
+ 1.85%
$50.73 - $51.08 $34K - $34.3K
37K $1.88M
DUK
Duke Energy Corp

Utilities
284
+ 118.83%
$105.76 - $120.76 $30K - $34.3K
523 $56K
TSN
Tyson Foods, Inc.

Consumer Defensive
518
New
$57.14 - $64.54 $29.6K - $33.4K
518 $29K
DD
Du Pont De Nemours, Inc.

Basic Materials
389
+ 321.49%
$75.95 - $88.05 $29.5K - $34.3K
510 $38K
V
Visa Inc.

Financial Services
52
+ 20.8%
$273.87 - $320.91 $14.2K - $16.7K
302 $95K
HD
Home Depot, Inc.

Consumer Cyclical
144
+ 8.25%
$385.02 - $431.37 $55.4K - $62.1K
1.89K $734K
LYB
Lyondell Basell Industries N.V.

Basic Materials
365
New
$72.97 - $96.75 $26.6K - $35.3K
365 $27K
EMR
Emerson Electric CO

Industrials
2
+ 0.12%
$108.13 - $134.33 $216 - $269
1.74K $215K
SWK
Stanley Black & Decker, Inc.

Industrials
333
New
$79.07 - $109.36 $26.3K - $36.4K
333 $26K
URI
United Rentals, Inc.

Industrials
36
+ 600.0%
$704.44 - $880.32 $25.4K - $31.7K
42 $29K
BBY
Best Buy CO Inc

Consumer Cyclical
297
New
$85.2 - $101.35 $25.3K - $30.1K
297 $25K
MDT
Medtronic PLC

Healthcare
325
New
$79.61 - $92.24 $25.9K - $30K
325 $25K
DVN
Devon Energy Corp

Energy
807
+ 255.38%
$30.52 - $42.96 $24.6K - $34.7K
1.12K $36K
CARR
Carrier Global Corp

Industrials
356
New
$66.69 - $82.65 $23.7K - $29.4K
356 $24K
EOG
Eog Resources Inc

Energy
187
+ 2077.78%
$118.22 - $136.54 $22.1K - $25.5K
196 $24K
ADI
Analog Devices Inc

Technology
106
+ 623.53%
$206.35 - $236.48 $21.9K - $25.1K
123 $26K
DOW
Dow Inc.

Basic Materials
644
+ 259.68%
$39.1 - $55.34 $25.2K - $35.6K
892 $35K
PAYX
Paychex Inc

Industrials
161
New
$135.86 - $148.73 $21.9K - $23.9K
161 $22K
ATO
Atmos Energy Corp

Utilities
146
+ 5.4%
$136.41 - $151.43 $19.9K - $22.1K
2.85K $397K
CTRA
Coterra Energy Inc.

Energy
832
New
$22.71 - $27.63 $18.9K - $23K
832 $21K
ET
Energy Transfer LP

Energy
820
+ 61.56%
$16.05 - $19.86 $13.2K - $16.3K
2.15K $42K
DHI
Horton D R Inc

Consumer Cyclical
156
New
$137.24 - $194.56 $21.4K - $30.4K
156 $21K
KLAC
Kla Corp

Technology
37
+ 231.25%
$614.46 - $829.55 $22.7K - $30.7K
53 $33K
PFE
Pfizer Inc

Healthcare
1.1K
+ 29.32%
$24.8 - $30.19 $27.3K - $33.2K
4.85K $128K
MDLZ
Mondelez International, Inc.

Consumer Defensive
335
New
$59.25 - $72.99 $19.8K - $24.5K
335 $20K
MA
Mastercard Inc

Financial Services
33
+ 57.89%
$491.3 - $536.15 $16.2K - $17.7K
90 $47K
BEN
Franklin Resources Inc

Financial Services
950
New
$19.35 - $22.76 $18.4K - $21.6K
950 $19K
PZZA
Papa Johns International Inc

Consumer Cyclical
482
New
$38.91 - $58.21 $18.8K - $28.1K
482 $19K
KIM
Kimco Realty Corp

Real Estate
824
New
$22.75 - $25.78 $18.7K - $21.2K
824 $19K
IJS
Ishares S&P Smallcap 600 Value

ETFs
109
+ 1.86%
$104.59 - $118.05 $11.4K - $12.9K
5.97K $648K
AEP
American Electric Power CO Inc

Utilities
208
+ 138.67%
$90.91 - $102.21 $18.9K - $21.3K
358 $33K
MKC
Mccormick & CO Inc

Consumer Defensive
246
New
$73.97 - $84.09 $18.2K - $20.7K
246 $18K
NFLX
Netflix Inc

Communication Services
10
+ 19.61%
$687.65 - $936.56 $6.88K - $9.37K
61 $54K
TAP
Molson Coors Beverage CO

Consumer Defensive
307
New
$53.97 - $63.88 $16.6K - $19.6K
307 $17K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 23.47%
$288.47 - $316.54 $21.1K - $23.1K
384 $111K
TGT
Target Corp

Consumer Defensive
169
+ 69.26%
$121.59 - $160.69 $20.5K - $27.2K
413 $55K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.8K
+ 200.9%
$22.4 - $68.28 $399K - $1.22M
26.7K $617K
ABBV
Abb Vie Inc.

Healthcare
393
+ 14.39%
$164.99 - $203.87 $64.8K - $80.1K
3.13K $555K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.23%
$241.48 - $274.89 $724 - $825
1.33K $336K
TRP
Tc Energy Corp

Energy
307
New
$44.03 - $50.23 $13.5K - $15.4K
307 $14K
SBUX
Starbucks Corp

Consumer Cyclical
230
+ 18.71%
$87.44 - $102.5 $20.1K - $23.6K
1.46K $132K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
62
New
$198.04 - $221.51 $12.3K - $13.7K
62 $13K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.41K
+ 5.51%
$74.5 - $78.37 $105K - $110K
26.9K $2.01M
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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