Beaird Harris Wealth Management, LLC Sells in Q4 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-87.2K
- 9.19%
$49.79 - $51.14 $4.34M - $4.46M
862K $43.2M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-34K
- 3.99%
$47.65 - $48.6 $1.62M - $1.65M
819K $39.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-16K
- 1.22%
$40.38 - $44.35 $647K - $711K
1.3M $53M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.11K
- 2.26%
$114.08 - $125.68 $240K - $265K
91.1K $10.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-21.4K
- 3.49%
$63.58 - $71.15 $1.36M - $1.52M
590K $38.4M
XLK
Technology Sector Spdr

ETFs
-4.86K
- 87.67%
$220.26 - $241.44 $1.07M - $1.17M
684 $159K
XLF
Financial Sector Spdr

ETFs
-16.3K
- 80.02%
$44.89 - $51.34 $730K - $835K
4.06K $196K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-596
- 0.38%
$33.93 - $38.37 $20.2K - $22.9K
158K $5.43M
DFAE
Dimensional ETF Tr

ETFs
-3.13K
- 1.11%
$25.36 - $28.15 $79.3K - $88K
279K $7.07M
AVIV
American Centy ETF Tr Avantis
-570
- 0.44%
$51.24 - $55.81 $29.2K - $31.8K
128K $6.66M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.53K
- 0.98%
$31.83 - $34.97 $48.6K - $53.4K
154K $4.99M
AVMU
American Centy ETF Travantis C

ETFs
-6.22K
- 2.37%
$45.75 - $46.94 $285K - $292K
256K $11.8M
AVRE
American Centy ETF Tr Avantis
-303
- 0.36%
$41.03 - $46.91 $12.4K - $14.2K
83.9K $3.52M
VNQ
Vanguard Specialized Funds Van

ETFs
-269
- 0.6%
$87.85 - $98.6 $23.6K - $26.5K
44.7K $3.98M
MUB
Ishares National Muni Bond ETF

ETFs
-2.56K
- 5.99%
$105.78 - $108.7 $270K - $278K
40.1K $4.27M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.38K
- 1.26%
$54.54 - $61.04 $348K - $389K
499K $27.8M
MSFT
Microsoft Corp

Technology
-462
- 6.83%
$406.35 - $454.46 $188K - $210K
6.31K $2.66M
XLE
Energy Sector Spdr

ETFs
-2.34K
- 98.15%
$83.32 - $97.27 $195K - $227K
44 $3K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.19K
- 41.52%
$172.07 - $207.36 $205K - $247K
1.68K $331K
VLUE
Ishares Msci Usa Value Factor

ETFs
-547
- 3.14%
$104.01 - $115.38 $56.9K - $63.1K
16.9K $1.78M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-363
- 6.37%
$184.21 - $199.29 $66.9K - $72.3K
5.34K $984K
TXN
Texas Instruments Inc

Technology
-475
- 10.48%
N/A
4.06K $789K
MRK
Merck & Co., Inc.

Healthcare
-650
- 45.71%
$96.31 - $114.76 $62.6K - $74.6K
772 $76K
UNH
Unitedhealth Group Inc

Healthcare
-112
- 39.02%
$485.52 - $625.25 $54.4K - $70K
175 $88K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.1K
- 4.19%
$49.74 - $50.43 $54.7K - $55.5K
25.2K $1.26M
NVS
Novartis Ag

Healthcare
-556
- 78.98%
$96.78 - $117.18 $53.8K - $65.2K
148 $14K
VTV
Vanguard Value ETF

ETFs
-40
- 0.36%
$168.32 - $181.87 $6.73K - $7.27K
11.1K $1.88M
OMC
Omnicom Group Inc.

Communication Services
-98
- 3.44%
$85.82 - $105.47 $8.41K - $10.3K
2.75K $236K
CRM
Salesforce, Inc.

Technology
-294
- 44.48%
$270.87 - $367.87 $79.6K - $108K
367 $122K
C
Citigroup Inc

Financial Services
-991
- 63.53%
$61.31 - $72.5 $60.8K - $71.8K
569 $40K
OGS
One Gas, Inc.

Utilities
-700
- 54.43%
$66.96 - $78.69 $46.9K - $55.1K
586 $40K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-67
- 1.0%
$60.13 - $67.31 $4.03K - $4.51K
6.63K $402K
LMT
Lockheed Martin Corp

Industrials
-75
- 50.68%
$479.66 - $614.62 $36K - $46.1K
73 $35K
LDOS
Leidos Holdings, Inc.

Technology
-288
- 61.54%
$143.17 - $201.39 $41.2K - $58K
180 $25K
AMD
Advanced Micro Devices Inc

Technology
-12
- 1.13%
$118.88 - $172.8 $1.43K - $2.07K
1.05K $126K
JNJ
Johnson & Johnson

Healthcare
-23
- 0.92%
$143.34 - $165.86 $3.3K - $3.81K
2.48K $358K
MRVL
Marvell Technology, Inc.

Technology
-672
- 96.0%
$70.31 - $124.78 $47.2K - $83.9K
28 $3K
CI
Cigna Corp

Healthcare
-13
- 2.23%
$265.59 - $358.58 $3.45K - $4.66K
570 $157K
EFV
Msci Eafe Value ETF

ETFs
-280
- 4.97%
$51.78 - $57.15 $14.5K - $16K
5.36K $280K
AVSC
American Centy ETF Tr Avantis
-1.58K
- 1.25%
$52.7 - $59.57 $83.2K - $94K
124K $6.76M
VBR
Vanguard Small Cap Value ETF

ETFs
-73
- 0.72%
$197.36 - $217.3 $14.4K - $15.9K
10K $1.98M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-523
- 2.42%
$49.58 - $50.28 $25.9K - $26.3K
21.1K $1.05M
HON
Honeywell International Inc

Industrials
-200
- 74.35%
$202.84 - $236.0 $40.6K - $47.2K
69 $15K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-105
- 13.14%
$481.22 - $538.17 $50.5K - $56.5K
694 $354K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-209
- 23.94%
$139.44 - $150.37 $29.1K - $31.4K
664 $93K
SO
Southern CO

Utilities
-250
- 38.17%
$81.5 - $94.15 $20.4K - $23.5K
405 $33K
ACN
Accenture PLC

Technology
-64
- 4.74%
$343.9 - $376.86 $22K - $24.1K
1.29K $452K
CSCO
Cisco Systems, Inc.

Technology
-611
- 33.37%
$52.45 - $60.02 $32K - $36.7K
1.22K $72K
SUB
Ishares Short Term National Mu

ETFs
-81
- 0.39%
$104.94 - $106.2 $8.5K - $8.6K
20.8K $2.19M
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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