Beaird Harris Wealth Management, LLC Incresed Positions in Q2 2024

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.1K
+ 33.23%
$455.1 - $504.28 $8.71M - $9.65M
76.7K $38.4M
AVLV
American Centy ETF Tr Avantis
157K
+ 20.53%
$60.74 - $64.14 $9.54M - $10.1M
922K $57.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
125K
+ 5.57%
$46.64 - $47.15 $5.84M - $5.9M
2.37M $111M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
152K
+ 5.8%
$40.79 - $41.97 $6.21M - $6.39M
2.78M $115M
XOM
Exxon Mobil Corp

Energy
26.3K
+ 297.34%
$108.36 - $122.2 $2.85M - $3.21M
35.1K $4.05M
AVUV
American Centy ETF Tr Avantis

ETFs
39.7K
+ 8.88%
$86.93 - $93.77 $3.45M - $3.72M
487K $43.6M
MUB
Ishares National Muni Bond ETF

ETFs
15K
+ 54.82%
$105.37 - $107.16 $1.58M - $1.61M
42.4K $4.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
21.1K
+ 2.69%
$47.74 - $48.54 $1.01M - $1.02M
804K $39M
AAPL
Apple Inc.

Technology
1.52K
+ 6.77%
$165.0 - $216.67 $251K - $330K
24K $5.05M
MSFT
Microsoft Corp

Technology
1.74K
+ 29.49%
$389.33 - $452.85 $678K - $788K
7.64K $3.42M
PSLV
Sprott Physical Silver Trust

Financial Services
57.2K
+ 157.51%
$8.35 - $10.76 $478K - $616K
93.6K $929K
AVMU
American Centy ETF Travantis C

ETFs
14.3K
+ 5.5%
$45.74 - $46.41 $654K - $663K
274K $12.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.87K
+ 51.55%
$173.67 - $197.85 $325K - $371K
5.51K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
476
+ 9.9%
$495.16 - $548.49 $236K - $261K
5.28K $2.88M
MSTR
Microstrategy Inc

Technology
264
+ 218.18%
$1028.27 - $1727.24 $271K - $456K
385 $530K
PHYS
Sprott Physical Gold Trust

Financial Services
16K
+ 41.5%
$17.48 - $18.86 $279K - $301K
54.5K $984K
XLK
Technology Sector Spdr

ETFs
1.11K
+ 366.56%
$192.53 - $231.41 $213K - $256K
1.41K $318K
TSLA
Tesla, Inc.

Consumer Cyclical
821
+ 60.37%
$142.05 - $197.88 $117K - $162K
2.18K $431K
CVX
Chevron Corp

Energy
1.15K
+ 26.84%
$152.57 - $166.33 $176K - $192K
5.45K $853K
AVRE
American Centy ETF Tr Avantis
5.07K
+ 6.39%
$38.89 - $42.05 $197K - $213K
84.3K $3.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.93K
+ 293.03%
$55.45 - $57.39 $107K - $111K
2.59K $147K
GOOGL
Alphabet Inc.

Communication Services
213
+ 9.75%
$150.53 - $185.41 $32.1K - $39.5K
2.4K $436K
GLD
Spdr Gold Trust

ETFs
437
+ 36.48%
$207.82 - $224.56 $90.8K - $98.1K
1.64K $351K
RTX
Raytheon Technologies Corp

Industrials
1.01K
+ 142.68%
$97.55 - $108.44 $98.8K - $110K
1.72K $172K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 8.2%
$704.88 - $870.75 $29.6K - $36.6K
554 $470K
JPM
Jpmorgan Chase & CO

Financial Services
438
+ 26.26%
$180.08 - $204.79 $78.9K - $89.7K
2.11K $425K
DFUS
Dimensional ETF Tr U S Equity

ETFs
107
+ 0.24%
$53.83 - $59.14 $5.76K - $6.33K
44.5K $2.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
510
+ 1593.75%
$154.56 - $173.19 $78.8K - $88.3K
542 $92K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
436
+ 315.94%
$173.58 - $198.8 $75.7K - $86.7K
574 $111K
VZ
Verizon Communications Inc

Communication Services
2.15K
+ 44.8%
$38.6 - $42.84 $83K - $92.1K
6.95K $286K
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 14.99%
$414.65 - $485.21 $46.4K - $54.3K
859 $411K
T
At&T Inc.

Communication Services
1.31K
+ 3.75%
$16.09 - $19.11 $21K - $25K
36.2K $691K
LLY
Eli Lilly & CO

Healthcare
11
+ 2.2%
$724.87 - $909.04 $7.97K - $10K
512 $463K
IWF
Ishares Russell 1000 Gr ETF

ETFs
46
+ 2.27%
$316.15 - $367.33 $14.5K - $16.9K
2.08K $756K
IBM
International Business Machines Corp

Technology
496
+ 67.03%
$164.43 - $190.9 $81.6K - $94.7K
1.24K $213K
WMT
Walmart Inc.

Consumer Defensive
843
+ 44.77%
$58.85 - $68.9 $49.6K - $58.1K
2.73K $184K
AMD
Advanced Micro Devices Inc

Technology
490
+ 45.84%
$144.27 - $183.34 $70.7K - $89.8K
1.56K $252K
IYW
Ishares Dj Us Tech ETF

ETFs
23
+ 0.84%
$124.75 - $153.46 $2.87K - $3.53K
2.75K $413K
VCIT
Vanguard Intermediate Term Cor

ETFs
534
+ 6.39%
$77.99 - $80.49 $41.6K - $43K
8.89K $710K
ROKU
Roku, Inc

Communication Services
642
+ 3210.0%
$52.53 - $64.19 $33.7K - $41.2K
662 $39K
SO
Southern CO

Utilities
251
+ 7.85%
$67.77 - $80.71 $17K - $20.3K
3.45K $267K
BA
Boeing CO

Industrials
222
+ 104.72%
$164.33 - $191.42 $36.5K - $42.5K
434 $78K
NFLX
Netflix Inc

Communication Services
51
+ 113.33%
$550.64 - $686.12 $28.1K - $35K
96 $64K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.41K
+ 0.76%
$47.4 - $48.0 $304K - $308K
848K $40.5M
PLTR
Palantir Technologies Inc.

Technology
1.18K
+ 228.1%
$20.47 - $25.82 $24.1K - $30.4K
1.69K $42K
IEFA
Ishares Tr

ETFs
399
+ 92.15%
$70.77 - $76.19 $28.2K - $30.4K
832 $60K
HBAN
Huntington Bancshares Inc

Financial Services
1.87K
+ 1356.52%
$12.34 - $14.26 $23.1K - $26.7K
2.01K $26K
SHEL
Shell PLC

Energy
321
+ 81.47%
$67.92 - $74.17 $21.8K - $23.8K
715 $51K
CPRI
Capri Holdings LTD

Consumer Cyclical
684
+ 6840.0%
$30.95 - $45.36 $21.2K - $31K
694 $22K
Activity Summary
Buys All Purchases 343 New Holdings 184 Increased Positions 159 Sells All Sells 123 Reductions 121 Sold out 2 Options Calls 0 Puts 0
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