Beam Wealth Advisors, Inc. Purchases and Sells in Q4 2024

Beam Wealth Advisors, Inc.

$306 Million
Q4 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RAAX	124K + 32.75%	$27.92 - $30.39 $3.47M - $3.78M	504K $14.2M
IVV	1.13K + 1.14%	$570.51 - $610.59 $645K - $691K	100K $59M
BIL	12.3K + 18.07%	$91.29 - $91.8 $1.12M - $1.13M	80.1K $7.32M
AMZN	317 + 2.48%	$180.88 - $232.93 $57.3K - $73.8K	13.1K $2.88M
IMCG	5.24K + 29.09%	$72.18 - $81.41 $378K - $426K	23.2K $1.76M
CMG	3.73K + 14.88%	$55.73 - $66.16 $208K - $247K	28.8K $1.74M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	10.9K New	$481.22 - $538.17 $5.23M - $5.85M	10.9K $5.56M
REGL	10.3K New	$80.18 - $88.79 $828K - $916K	10.3K $832K
SCHG	26.5K New	$25.93 - $105.3 $687K - $2.79M	26.5K $738K
CGCP	11.5K New	$22.13 - $23.17 $255K - $267K	11.5K $255K
F	23.3K New	$9.69 - $11.4 $226K - $266K	23.3K $231K
J P MORGAN EXCHANGE TRADED F	11.7K New	N/A	11.7K $0

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HDV	-148K - 74.79%	$110.82 - $121.28 $16.4M - $17.9M	49.8K $5.6M
SHY	-82.1K - 25.42%	$81.68 - $82.93 $6.71M - $6.81M	241K $19.7M
NVDA	-43.7K - 33.1%	$117.0 - $148.88 $5.11M - $6.51M	88.4K $11.9M
TLT	-1.86K - 5.18%	$87.1 - $98.49 $162K - $183K	34.1K $2.98M
IDEV	-1.72K - 3.64%	$64.18 - $70.42 $110K - $121K	45.4K $2.93M
DGRO	-4.59K - 6.46%	$60.73 - $64.94 $279K - $298K	66.4K $4.07M

Activity Summary All Purchases 54 New Holdings 7 Increased Positions 47 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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