Beaird Harris Wealth Management, LLC Purchases in Q2 2024

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.06M
New
$29.72 - $32.4 $31.6M - $34.5M
1.06M $34M
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
NVDA
Nvidia Corp

Technology
16.1K
+ 1096.93%
$118.11 - $1224.4 $1.9M - $19.7M
17.5K $2.16M
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
CI
Cigna Corp

Healthcare
1.41K
New
$330.57 - $364.08 $467K - $514K
1.41K $467K
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
HAS
Hasbro, Inc.

Consumer Cyclical
2.2K
New
$54.82 - $65.03 $121K - $143K
2.2K $128K
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
OMFL
Invesco Exchange Traded Self I

ETFs
2.05K
New
$51.23 - $54.89 $105K - $113K
2.05K $107K
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
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.52K
New
$37.21 - $39.92 $93.6K - $100K
2.52K $97K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 8.2%
$704.88 - $870.75 $29.6K - $36.6K
554 $470K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
776
New
$114.71 - $121.51 $89K - $94.3K
776 $92K
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
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.41K
New
N/A
2.41K $76K
LLY
Eli Lilly & CO

Healthcare
11
+ 2.2%
$724.87 - $909.04 $7.97K - $10K
512 $463K
IBM
International Business Machines Corp

Technology
496
+ 67.03%
$164.43 - $190.9 $81.6K - $94.7K
1.24K $213K
IWF
Ishares Russell 1000 Gr ETF

ETFs
46
+ 2.27%
$316.15 - $367.33 $14.5K - $16.9K
2.08K $756K
WMT
Walmart Inc.

Consumer Defensive
843
+ 44.77%
$58.85 - $68.9 $49.6K - $58.1K
2.73K $184K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
125
New
$516.55 - $556.17 $64.6K - $69.5K
125 $66K
AGQ
Pro Shares Trust Ii

ETFs
1.66K
New
$29.02 - $46.41 $48.2K - $77.1K
1.66K $61K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
418
New
$138.56 - $148.14 $57.9K - $61.9K
418 $61K
AMD
Advanced Micro Devices Inc

Technology
490
+ 45.84%
$144.27 - $183.34 $70.7K - $89.8K
1.56K $252K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
624
New
$82.8 - $89.44 $51.7K - $55.8K
624 $55K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.44K
New
$35.74 - $38.56 $51.5K - $55.5K
1.44K $53K
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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