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
IJK
Ishares S&P Midcap 400 Growth

ETFs
119
+ 297.5%
$90.66 - $99.46 $10.8K - $11.8K
159 $14K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
94
New
$121.89 - $135.52 $11.5K - $12.7K
94 $11K
WMB
Williams Companies, Inc.

Energy
30
+ 3.35%
$46.37 - $59.74 $1.39K - $1.79K
926 $50K
PG
Procter & Gamble CO

Consumer Defensive
96
+ 8.12%
$161.05 - $179.7 $15.5K - $17.3K
1.28K $214K
VGT
Vanguard Information Technolog

ETFs
11
+ 19.3%
$571.78 - $647.97 $6.29K - $7.13K
68 $42K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
554
+ 2.39%
$12.55 - $13.1 $6.95K - $7.26K
23.8K $304K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20
+ 39.22%
$417.69 - $450.94 $8.35K - $9.02K
71 $30K
EEM
Ishares Msci Emerging Markets

ETFs
229
+ 189.26%
$41.82 - $47.36 $9.58K - $10.8K
350 $14K
VNQI
Vanguard Global Ex U.S. Real

ETFs
459
+ 32.67%
$39.22 - $47.52 $18K - $21.8K
1.86K $73K
CTVA
Corteva, Inc.

Basic Materials
136
+ 138.78%
$55.21 - $64.13 $7.51K - $8.72K
234 $13K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
43
+ 1.08%
$89.88 - $101.38 $3.86K - $4.36K
4.02K $374K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
20
New
$340.59 - $380.5 $6.81K - $7.61K
20 $7K
PEP
Pepsico Inc

Consumer Defensive
145
+ 17.47%
$151.29 - $176.1 $21.9K - $25.5K
975 $148K
ADBE
Adobe Inc.

Technology
16
+ 200.0%
$437.39 - $552.96 $7K - $8.85K
24 $10K
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.38%
$261.5 - $284.63 $3.4K - $3.7K
3.47K $915K
CAT
Caterpillar Inc

Industrials
54
+ 10.21%
$360.37 - $416.88 $19.5K - $22.5K
583 $211K
EQIX
Equinix Inc

Real Estate
5
+ 250.0%
$865.69 - $985.0 $4.33K - $4.93K
7 $6K
NEE
Nextera Energy Inc

Utilities
280
+ 23.49%
$69.77 - $85.43 $19.5K - $23.9K
1.47K $105K
WBD
Warner Bros. Discovery, Inc.

Communication Services
371
+ 412.22%
$7.33 - $12.37 $2.72K - $4.59K
461 $4K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.43K
+ 300.0%
$25.93 - $105.3 $37.2K - $151K
1.91K $53K
METV
Listed Fds Tr Roundhill Ball M

ETFs
315
+ 353.93%
$13.21 - $15.35 $4.16K - $4.84K
404 $5K
LLY
Eli Lilly & CO

Healthcare
65
+ 15.12%
$727.2 - $932.06 $47.3K - $60.6K
495 $382K
VT
Vanguard Total World Stk Index

ETFs
4
+ 10.26%
$117.09 - $123.07 $468 - $492
43 $5K
HLN
Haleon PLC

Healthcare
130
New
$9.23 - $10.71 $1.2K - $1.39K
130 $1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.81K
+ 100.0%
$25.33 - $51.16 $96.4K - $195K
7.61K $196K
VTRS
Viatris Inc

Healthcare
1
+ 0.29%
$11.32 - $13.37 $11.3 - $13.4
348 $4K
Corpay Inc
82
New
N/A
82 $0
Bitwise Bitcoin ETF Tr
138K
+ 65.01%
N/A
350K $0
Bitwise Ethereum ETF
1.95K
+ 182.38%
N/A
3.01K $0
Blackrock Inc
108
New
N/A
108 $0
INTC
Intel Corp

Technology
0
New
$19.07 - $26.23 $0 - $0
0 $0
VUSB
Vanguard Bd Index Fds
400
+ 4.09%
N/A
10.2K $0
DWAC
Digital World Acquisition Corp.

Financial Services
16
+ 23.19%
N/A
85 $0
American Centy ETF Tr
27.2K
+ 6.76%
N/A
429K $0
ETF Opportunities Trust
8.77K
New
N/A
8.77K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
129
+ 201.56%
$26.93 - $84.95 $3.47K - $11K
193 $5K
SONY
Sony Group Corp

Technology
104
+ 400.0%
$17.53 - $96.8 $1.82K - $10.1K
130 $2K
SCMB
Schwab Strategic Tr Mun Bd ETF
108K
+ 90.17%
N/A
228K $0
Smurfit Westrock PLC
446
New
N/A
446 $0
Ishares Bitcoin Trust ETF
5
+ 0.23%
N/A
2.21K $0
Lam Research Corp
388
New
N/A
388 $0
Fidelity Wise Origin Bitcoin
6.8K
+ 12.69%
N/A
60.4K $0
ONCY
Oncolytics Biotech Inc

Healthcare
825
New
$0.74 - $1.4 $611 - $1.16K
825 $0
South Bow Corp
60
New
N/A
60 $0
SCHO
Schwab Short Term Us Treasury

ETFs
417
+ 92.46%
$24.06 - $48.88 $10K - $20.4K
868 $20K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
45
+ 1.19%
$77.86 - $79.27 $3.5K - $3.57K
3.83K $298K
EWX
Spdr S&P Emerging Markets Smal

ETFs
14
+ 1.42%
$58.61 - $64.79 $821 - $907
1K $58K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
442
+ 143.51%
$22.01 - $66.82 $9.73K - $29.5K
750 $17K
AMGN
Amgen Inc

Healthcare
199
+ 22.36%
$258.78 - $328.31 $51.5K - $65.3K
1.09K $283K
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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