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
MO
Altria Group, Inc.

Consumer Defensive
26
+ 2.5%
$57.75 - $67.68 $1.5K - $1.76K
1.07K $70K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
17
+ 85.0%
$393.18 - $439.39 $6.68K - $7.47K
37 $16K
URI
United Rentals, Inc.

Industrials
1
+ 2.27%
$774.14 - $975.23 $774 - $975
45 $42K
TRGP
Targa Resources Corp.

Energy
56
+ 27.86%
$160.52 - $174.4 $8.99K - $9.77K
257 $43K
WMB
Williams Companies, Inc.

Energy
147
+ 24.14%
$56.52 - $64.01 $8.31K - $9.41K
756 $47K
GM
General Motors CO

Consumer Cyclical
36
+ 5.82%
$48.89 - $61.24 $1.76K - $2.2K
655 $39K
PG
Procter & Gamble CO

Consumer Defensive
88
+ 8.84%
$150.47 - $161.22 $13.2K - $14.2K
1.08K $166K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.75%
$250.62 - $279.43 $1K - $1.12K
538 $150K
METV
Listed Fds Tr Roundhill Ball M

ETFs
201
+ 17.65%
$16.84 - $20.92 $3.38K - $4.2K
1.34K $27K
MS
Morgan Stanley

Financial Services
12
+ 3.47%
$139.09 - $161.16 $1.67K - $1.93K
358 $56K
CSX
Csx Corp

Industrials
9
+ 0.36%
$32.05 - $36.52 $288 - $329
2.48K $88K
ASML
Asml Holding Nv

Technology
2
+ 6.9%
$689.63 - $968.09 $1.38K - $1.94K
31 $30K
EVRG
Evergy, Inc.

Utilities
5
+ 0.49%
$67.73 - $76.02 $339 - $380
1.02K $77K
MA
Mastercard Inc

Financial Services
11
+ 11.11%
$550.18 - $598.96 $6.05K - $6.59K
110 $62K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 1.13%
$291.67 - $316.99 $1.46K - $1.58K
446 $135K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47
+ 2.98%
$97.75 - $100.75 $4.59K - $4.74K
1.62K $162K
SOXX
Ishares Semiconductor ETF

ETFs
23
New
$236.93 - $271.12 $5.45K - $6.24K
23 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
9
+ 1.76%
$69.9 - $78.26 $629 - $704
519 $40K
MU
Micron Technology Inc

Technology
9
+ 10.23%
$104.88 - $168.89 $944 - $1.52K
97 $16K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
271
New
$20.76 - $21.78 $5.63K - $5.9K
271 $5K
AFL
Aflac Inc

Financial Services
24
+ 6.9%
$98.09 - $111.7 $2.35K - $2.68K
372 $41K
ETN
Eaton Corp PLC

Industrials
2
+ 0.71%
$342.99 - $392.76 $686 - $786
283 $105K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27
+ 2.73%
$62.09 - $66.51 $1.68K - $1.8K
1.02K $66K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36
+ 1.13%
$78.96 - $80.04 $2.84K - $2.88K
3.23K $258K
MDT
Medtronic PLC

Healthcare
11
+ 2.24%
$87.67 - $95.74 $964 - $1.05K
501 $47K
MRK
Merck & Co., Inc.

Healthcare
11
+ 1.83%
$77.6 - $87.37 $854 - $961
612 $51K
NOW
Service Now, Inc.

Technology
6
+ 60.0%
$850.86 - $1044.69 $5.11K - $6.27K
16 $14K
DUK
Duke Energy Corp

Utilities
3
+ 0.44%
$116.31 - $125.93 $349 - $378
690 $85K
USB
Us Bancorp \De\

Financial Services
3
+ 0.23%
$43.94 - $50.41 $132 - $151
1.32K $63K
NXPI
Nxp Semiconductors N.V.

Technology
17
+ 121.43%
$205.16 - $239.07 $3.49K - $4.06K
31 $7K
ACM
Aecom

Industrials
32
New
$111.08 - $132.99 $3.55K - $4.26K
32 $4K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18
+ 18.56%
$89.32 - $107.82 $1.61K - $1.94K
115 $12K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
24
+ 6.88%
$92.18 - $95.14 $2.21K - $2.28K
373 $35K
PAAS
Pan American Silver Corp

Basic Materials
91
New
$27.02 - $38.81 $2.46K - $3.53K
91 $3K
VICI
Vici Properties Inc.

Real Estate
112
New
$31.43 - $33.93 $3.52K - $3.8K
112 $3K
MMM
3 M CO

Industrials
1
+ 0.09%
$144.41 - $160.2 $144 - $160
1.11K $171K
GILD
Gilead Sciences, Inc.

Healthcare
22
+ 81.48%
$108.22 - $120.47 $2.38K - $2.65K
49 $5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16
+ 0.2%
$52.39 - $53.11 $838 - $850
8.21K $435K
PH
Parker Hannifin Corp

Industrials
3
+ 60.0%
$697.13 - $769.67 $2.09K - $2.31K
8 $6K
SYK
Stryker Corp

Healthcare
7
+ 140.0%
$368.57 - $403.53 $2.58K - $2.82K
12 $4K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
225
New
$15.02 - $15.97 $3.38K - $3.59K
225 $3K
NVS
Novartis Ag

Healthcare
12
+ 18.18%
$113.5 - $129.73 $1.36K - $1.56K
78 $10K
ROK
Rockwell Automation, Inc

Industrials
9
New
$328.67 - $358.52 $2.96K - $3.23K
9 $3K
MNST
Monster Beverage Corp

Consumer Defensive
33
+ 30.84%
$58.65 - $67.31 $1.94K - $2.22K
140 $9K
ROST
Ross Stores, Inc.

Consumer Cyclical
14
+ 93.33%
$127.59 - $152.81 $1.79K - $2.14K
29 $4K
SHEL
Shell PLC

Energy
42
+ 113.51%
$69.82 - $73.93 $2.93K - $3.11K
79 $5K
SHOP
Shopify Inc.

Technology
14
+ 70.0%
$112.11 - $157.12 $1.57K - $2.2K
34 $5K
MPWR
Monolithic Power Systems Inc

Technology
3
New
$711.24 - $922.81 $2.13K - $2.77K
3 $2K
WELL
Welltower Inc.

Real Estate
5
+ 38.46%
$150.71 - $178.14 $754 - $891
18 $3K
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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