Beaird Harris Wealth Management, LLC Purchases in Q3 2025

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
23
+ 0.57%
$85.31 - $97.03 $1.96K - $2.23K
4.07K $387K
AOR
Ishares Tr Core Growth Allocat

ETFs
594
New
$60.99 - $64.39 $36.2K - $38.2K
594 $38K
BA
Boeing CO

Industrials
125
+ 17.43%
$209.79 - $237.38 $26.2K - $29.7K
842 $181K
SUB
Ishares Short Term National Mu

ETFs
205
+ 1.14%
$106.17 - $107.3 $21.8K - $22K
18.1K $1.93M
WMT
Walmart Inc.

Consumer Defensive
61
+ 1.44%
$94.4 - $104.27 $5.76K - $6.36K
4.31K $443K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
347
New
$75.26 - $80.19 $26.1K - $27.8K
347 $27K
VZ
Verizon Communications Inc

Communication Services
575
+ 18.1%
$40.84 - $45.06 $23.5K - $25.9K
3.75K $164K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
469
+ 1.24%
$50.82 - $51.09 $23.8K - $24K
38.3K $1.95M
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 1.56%
$215.01 - $273.02 $2.37K - $3K
714 $179K
DFSV
Dimensional ETF Tr Dimensional

ETFs
42
+ 0.44%
$29.2 - $32.74 $1.23K - $1.38K
9.54K $303K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
7
+ 0.22%
$113.22 - $123.86 $793 - $867
3.18K $387K
F
Ford Motor CO

Consumer Cyclical
14
+ 0.06%
$10.82 - $12.09 $151 - $169
22.1K $263K
WFC
Wells Fargo & Company

Financial Services
199
+ 15.21%
$77.05 - $85.16 $15.3K - $16.9K
1.51K $126K
IONQ
Ion Q, Inc.

Technology
270
+ 117.39%
$36.79 - $75.14 $9.93K - $20.3K
500 $30K
VGSH
Vanguard

ETFs
325
+ 1.46%
$58.43 - $58.88 $19K - $19.1K
22.6K $1.33M
GE
General Electric CO

Industrials
59
+ 71.95%
$244.75 - $305.63 $14.4K - $18K
141 $42K
MCK
Mckesson Corp

Healthcare
4
+ 0.93%
$659.01 - $772.54 $2.64K - $3.09K
435 $336K
IWD
Ishares Russell 1000 Val ETF

ETFs
35
+ 2.62%
$192.76 - $203.86 $6.75K - $7.14K
1.37K $279K
SPOT
Spotify Technology S.A.

Communication Services
34
+ 69.39%
$620.01 - $738.53 $21.1K - $25.1K
83 $57K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.45%
$404.94 - $499.99 $405 - $500
225 $109K
T
At&T Inc.

Communication Services
1.11K
+ 5.99%
$26.94 - $29.62 $30K - $33K
19.7K $556K
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 1.28%
$252.18 - $305.41 $1.01K - $1.22K
316 $96K
IWN
Ishares Russell2000 Val ETF

ETFs
100
New
$157.1 - $178.94 $15.7K - $17.9K
100 $17K
IWP
Ishares Russell Mid Cap Growth

ETFs
110
+ 125.0%
$137.51 - $145.26 $15.1K - $16K
198 $28K
C
Citigroup Inc

Financial Services
38
+ 5.34%
$85.57 - $103.49 $3.25K - $3.93K
749 $76K
AZN
Astrazeneca PLC

Healthcare
30
+ 1.58%
$68.72 - $82.11 $2.06K - $2.46K
1.93K $148K
PNC
Pnc Financial Services Group, Inc.

Financial Services
43
+ 9.41%
$185.88 - $207.44 $7.99K - $8.92K
500 $100K
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 1.27%
$121.35 - $144.54 $971 - $1.16K
638 $92K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36
+ 3.24%
$108.46 - $120.63 $3.9K - $4.34K
1.15K $136K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
94
+ 1566.67%
$158.24 - $191.13 $14.9K - $18K
100 $16K
NEE
Nextera Energy Inc

Utilities
55
+ 3.48%
$69.77 - $77.54 $3.84K - $4.26K
1.64K $123K
IEMG
Ishares Inc

ETFs
254
+ 18.81%
N/A
1.6K $86K
VGT
Vanguard Information Technolog

ETFs
12
+ 17.65%
$656.44 - $753.15 $7.88K - $9.04K
80 $59K
KO
Coca Cola CO

Consumer Defensive
350
+ 17.11%
$65.67 - $71.67 $23K - $25.1K
2.4K $158K
KLAC
Kla Corp

Technology
3
+ 5.45%
$843.9 - $1078.6 $2.53K - $3.24K
58 $62K
PSX
Phillips 66

Energy
5
+ 0.68%
$118.37 - $139.46 $592 - $697
739 $100K
IWM
Ishares Russell 2000 ETF

ETFs
42
+ 76.36%
$214.92 - $244.84 $9.03K - $10.3K
97 $23K
AVSF
American Centy ETF Tr Avantis

ETFs
225
+ 6.61%
$46.71 - $47.3 $10.5K - $10.6K
3.63K $171K
BX
Blackstone Inc.

Financial Services
3
+ 0.56%
$152.77 - $188.68 $458 - $566
541 $92K
HSY
Hershey CO

Consumer Defensive
41
+ 24.12%
$161.95 - $193.45 $6.64K - $7.93K
211 $39K
VHT
Vanguard Health Care ETF

ETFs
43
New
$239.12 - $259.95 $10.3K - $11.2K
43 $11K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 1.05%
$236.25 - $257.69 $1.42K - $1.55K
580 $148K
SCHW
Schwab Charles Corp

Financial Services
103
+ 32.29%
$91.03 - $98.69 $9.38K - $10.2K
422 $40K
CMI
Cummins Inc

Industrials
1
+ 0.96%
$327.85 - $426.39 $328 - $426
105 $44K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
93
+ 0.69%
$50.09 - $50.73 $4.66K - $4.72K
13.5K $682K
COP
Conocophillips

Energy
13
+ 0.73%
$91.0 - $98.99 $1.18K - $1.29K
1.8K $170K
PEP
Pepsico Inc

Consumer Defensive
19
+ 2.1%
$133.81 - $152.16 $2.54K - $2.89K
922 $129K
FDVV
Fidelity High Dividend ETF

ETFs
184
New
$52.42 - $55.71 $9.65K - $10.3K
184 $10K
QUAL
Ishares Msci Usa Quality Facto

ETFs
17
+ 3.24%
$182.33 - $194.5 $3.1K - $3.31K
541 $105K
Activity Summary
Buys All Purchases 413 New Holdings 147 Increased Positions 266 Sells All Sells 117 Reductions 115 Sold out 2 Options Calls 1 Puts 0
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