Beam Wealth Advisors, Inc. Purchases in Q3 2024

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.45K
+ 8.13%
$520.18 - $576.82 $3.87M - $4.3M
99.1K $57.2M
HDV
Ishares Core High Dividend ETF

ETFs
2.33K
+ 1.19%
$107.62 - $118.76 $251K - $277K
198K $23.3M
VO
Vanguard Mid Cap ETF

ETFs
4.41K
+ 20.11%
$237.84 - $263.83 $1.05M - $1.16M
26.3K $6.94M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.1K
+ 3.22%
$81.31 - $83.29 $819K - $839K
323K $26.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8.1K
+ 37.75%
$116.79 - $133.54 $946K - $1.08M
29.5K $3.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.1K
New
$100.3 - $100.74 $1.11M - $1.12M
11.1K $1.12M
VB
Vanguard Small Cap ETF

ETFs
3.52K
+ 27.08%
$214.77 - $237.72 $755K - $836K
16.5K $3.91M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.83K
+ 6.31%
$87.56 - $95.49 $423K - $461K
81.3K $7.77M
SO
Southern CO

Utilities
10.4K
New
$77.0 - $90.52 $803K - $944K
10.4K $940K
RAAX
Vaneck ETF Trust Inflation All

ETFs
10.7K
+ 2.91%
$26.9 - $29.21 $289K - $314K
380K $11M
AAPL
Apple Inc.

Technology
272
+ 0.86%
$207.23 - $234.82 $56.4K - $63.9K
31.9K $7.43M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.49K
+ 2.26%
$79.92 - $88.19 $119K - $131K
67.3K $5.93M
IWM
Ishares Russell 2000 ETF

ETFs
467
+ 2.15%
$200.87 - $224.6 $93.8K - $105K
22.2K $4.91M
DGRO
Ishares Core Dividend Growth E

ETFs
2.14K
+ 3.11%
$57.47 - $62.76 $123K - $134K
71K $4.45M
EFG
Msci Eafe Growth ETF

ETFs
2.98K
+ 10.43%
$96.84 - $108.77 $288K - $324K
31.5K $3.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.48K
+ 38.45%
$57.32 - $62.65 $371K - $406K
23.3K $1.45M
PHYS
Sprott Physical Gold Trust

Financial Services
19.4K
New
$18.12 - $20.72 $352K - $403K
19.4K $396K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.23K
+ 30.67%
$65.15 - $72.97 $275K - $308K
18K $1.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
486
+ 2.99%
$332.02 - $382.76 $161K - $186K
16.7K $6.28M
IGF
Ishares Global Infrastructure

ETFs
2.38K
+ 6.84%
$47.97 - $54.56 $114K - $130K
37.2K $2.03M
URTH
Ishares Msci World ETF

ETFs
630
+ 2.43%
$140.68 - $156.99 $88.6K - $98.9K
26.5K $4.16M
EFV
Msci Eafe Value ETF

ETFs
3.92K
+ 19.58%
$51.72 - $57.96 $203K - $227K
23.9K $1.38M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
5.58K
+ 39.94%
$40.6 - $45.07 $227K - $252K
19.6K $881K
KO
Coca Cola CO

Consumer Defensive
2.68K
+ 19.85%
$62.69 - $73.01 $168K - $196K
16.2K $1.16M
IEFA
Ishares Tr

ETFs
1.14K
+ 3.19%
$70.09 - $78.74 $79.9K - $89.8K
36.9K $2.88M
FMAG
Fidelity Covington Tr

ETFs
5.5K
+ 4.57%
$27.46 - $30.77 $151K - $169K
126K $3.85M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.05K
+ 4.75%
$103.87 - $117.59 $109K - $124K
23.2K $2.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.17K
+ 17.5%
$96.25 - $101.98 $209K - $221K
14.6K $1.47M
IDEV
Ishares Core Msci Intl Develop

ETFs
177
+ 0.38%
$63.46 - $71.43 $11.2K - $12.6K
47.1K $3.34M
PFE
Pfizer Inc

Healthcare
7.94K
+ 41.56%
$27.7 - $31.39 $220K - $249K
27K $782K
IEF
Ishares Barclays

ETFs
929
+ 2.7%
$92.67 - $99.14 $86.1K - $92.1K
35.3K $3.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
429
+ 1.41%
$77.02 - $85.06 $33K - $36.5K
30.8K $2.6M
IAU
Ishares Gold Trust

ETFs
3.27K
+ 25.37%
$44.06 - $50.5 $144K - $165K
16.2K $804K
PSLV
Sprott Physical Silver Trust

Financial Services
20.2K
+ 54.15%
$9.17 - $10.84 $185K - $219K
57.5K $600K
FIDI
Fidelity Covington Tr

ETFs
5.07K
+ 6.53%
$19.71 - $21.83 $99.9K - $111K
82.7K $1.8M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.54K
+ 4.04%
$47.29 - $52.55 $72.9K - $81K
39.7K $2.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
679
+ 1.35%
$54.98 - $59.51 $37.3K - $40.4K
51.1K $3.04M
VTI
Vanguard Total Stock Market Et

ETFs
29
+ 0.27%
$255.18 - $283.2 $7.4K - $8.21K
10.8K $3.05M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.11K
+ 6.73%
$60.13 - $68.17 $66.6K - $75.5K
17.6K $1.19M
BMY
Bristol Myers Squibb CO

Healthcare
599
+ 4.36%
$39.66 - $51.75 $23.8K - $31K
14.3K $741K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
374
+ 2.07%
$43.67 - $51.82 $16.3K - $19.4K
18.5K $956K
CGDV
Capital Group Divid Value ETF

ETFs
2.97K
+ 23.83%
$32.96 - $36.48 $97.8K - $108K
15.4K $561K
ISCG
Ishares Morningstar Small Cap

ETFs
888
+ 3.14%
$44.24 - $49.07 $39.3K - $43.6K
29.2K $1.43M
XOM
Exxon Mobil Corp

Energy
777
+ 3.41%
$109.72 - $119.0 $85.3K - $92.5K
23.6K $2.76M
PG
Procter & Gamble CO

Consumer Defensive
255
+ 2.34%
$160.76 - $177.82 $41K - $45.3K
11.1K $1.93M
TDVG
T Rowe Price Exchange Traded F

Technology
1.89K
+ 18.85%
$37.87 - $40.96 $71.5K - $77.3K
11.9K $487K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.05K
+ 1.57%
$91.42 - $91.82 $95.6K - $96K
67.8K $6.23M
CSCO
Cisco Systems, Inc.

Technology
358
+ 2.73%
$44.74 - $53.22 $16K - $19.1K
13.5K $716K
USRT
Ishares Core U.S. Reit ETF

ETFs
28
+ 0.25%
$53.07 - $62.66 $1.49K - $1.75K
11.4K $701K
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email