Beaird Harris Wealth Management, LLC Portfolio Holdings

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

Beaird Harris Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 500 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $123M, Dimensional ETF Tr Short Durat with a value of $121M, American Centy ETF Tr Avantis with a value of $70.5M, Dimensional ETF Tr Us Marketwi with a value of $53M, and American Centy ETF Tr Avantis with a value of $52.8M.

Examining the 13F form we can see an increase of $3.68M in the current position value, from $1.08B to 1.08B.

Beaird Harris Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Beaird Harris Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $936 Million
Technology: $20 Million
Consumer Cyclical: $14.1 Million
Energy: $8.31 Million
Financial Services: $5.74 Million
Healthcare: $3.04 Million
Basic Materials: $2.71 Million
Consumer Defensive: $1.85 Million
Other: $4.68 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.48B
$0 0.0% of portfolio
35
Q1 2024 New
$1.24B
$2,000 0.0% of portfolio
218
Q4 2022 Reduced 28.29%
$1.69B
$19,000 0.0% of portfolio
482
Q4 2024 New
$1.75B
$12,000 0.0% of portfolio
1,250
Q2 2022 New
$907M
$5,000 0.0% of portfolio
524
Q3 2023 Reduced 42.86%
$1.69B
$2,000 0.0% of portfolio
272
Q3 2023 Reduced 76.39%
$641M
$1,000 0.0% of portfolio
347
Q4 2023 Added 0.58%
$1.46B
$1,000 0.0% of portfolio
298
Q4 2023 Added 0.34%
$1.56B
$2,000 0.0% of portfolio
155
Q3 2023 Reduced 76.52%
$1.53B
$0 0.0% of portfolio
6
Q2 2023 New
$1.4B
$44,000 0.0% of portfolio
2,675
Q4 2021 New
$907M
$50,000 0.0% of portfolio
5,270
Q4 2024 Reduced 43.15%
$579M
$2,000 0.0% of portfolio
1,115
Q4 2022 Reduced 69.28%

Summary

  • Portfolio
  • No. of Stocks 500
  • Current Value $1.08 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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