Beaird Harris Wealth Management, LLC Purchases in Q1 2025

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
15.4K
+ 1.31%
$35.33 - $40.77 $545K - $628K
1.19M $46.8M
VEA
Vanguard Ftse Developed Market

ETFs
45.5K
+ 7.06%
$47.4 - $52.99 $2.15M - $2.41M
689K $35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
44.9K
+ 1.73%
$46.74 - $47.55 $2.1M - $2.13M
2.64M $125M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.5K
+ 11.96%
$507.05 - $563.67 $5.83M - $6.48M
108K $55.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.8K
+ 1.14%
$40.79 - $42.32 $1.38M - $1.43M
3M $126M
AVDV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 4.84%
$63.74 - $71.96 $1.29M - $1.46M
438K $30.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
120K
+ 8.82%
$32.57 - $35.82 $3.92M - $4.31M
1.48M $49.2M
AVLV
American Centy ETF Tr Avantis
61.5K
+ 5.82%
$63.51 - $70.42 $3.9M - $4.33M
1.12M $72.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18.2K
+ 2.15%
$48.43 - $49.9 $879K - $906K
861K $43M
DFAR
Dimensional ETF Tr Dimensional

ETFs
51.1K
+ 3.04%
$22.35 - $24.52 $1.14M - $1.25M
1.73M $41.2M
MSTR
Microstrategy Inc

Technology
4.81K
+ 51.69%
$239.27 - $396.5 $1.15M - $1.91M
14.1K $4.07M
HOOD
Robinhood Markets, Inc.

Technology
20.1K
New
$35.63 - $65.28 $716K - $1.31M
20.1K $836K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
24K
New
$17.15 - $21.07 $412K - $506K
24K $480K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.3K
+ 22.74%
$59.61 - $66.71 $612K - $685K
55.4K $3.35M
DFAE
Dimensional ETF Tr

ETFs
7.7K
+ 2.76%
$24.64 - $26.86 $190K - $207K
286K $7.41M
VNQ
Vanguard Specialized Funds Van

ETFs
2.53K
+ 5.66%
$85.55 - $94.34 $216K - $239K
47.2K $4.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.8K
+ 1.6%
$49.25 - $50.66 $680K - $699K
876K $43.5M
IWV
Ishares Russell 3000 ETF

ETFs
504
New
$313.1 - $349.83 $158K - $176K
504 $160K
GLD
Spdr Gold Trust

ETFs
103
+ 4.23%
$243.19 - $288.14 $25K - $29.7K
2.54K $731K
INVH
Invitation Homes Inc.

Real Estate
3.75K
New
$30.28 - $34.85 $114K - $131K
3.75K $130K
CPT
Camden Property Trust

Real Estate
971
New
$109.16 - $125.53 $106K - $122K
971 $118K
SPY
Spdr S&P 500 ETF Trust

ETFs
444
+ 8.99%
$551.42 - $612.93 $245K - $272K
5.38K $3.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
519
+ 0.89%
$76.94 - $78.28 $39.9K - $40.6K
59K $4.62M
OKE
Oneok Inc

Energy
1.19K
+ 3.92%
$89.57 - $109.85 $107K - $131K
31.6K $3.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
304
+ 1.13%
$73.78 - $76.59 $22.4K - $23.3K
27.2K $2.08M
QRVO
Qorvo, Inc.

Technology
1K
New
$69.12 - $90.57 $69.1K - $90.6K
1K $72K
IEFA
Ishares Tr

ETFs
762
+ 53.32%
$69.57 - $78.65 $53K - $59.9K
2.19K $165K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.87K
+ 250.34%
$30.73 - $32.26 $57.3K - $60.2K
2.61K $80K
EQR
Equity Residential

Real Estate
784
New
$66.98 - $75.02 $52.5K - $58.8K
784 $56K
EFA
Ishares Tr Msci Eafe ETF

ETFs
40
+ 0.5%
$74.85 - $84.89 $2.99K - $3.4K
7.99K $652K
IWB
Ishares Tr Russell 1000 ETF

ETFs
158
+ 26.69%
$302.31 - $337.54 $47.8K - $53.3K
750 $230K
EFV
Msci Eafe Value ETF

ETFs
19
+ 0.35%
$51.88 - $60.73 $986 - $1.15K
5.37K $316K
LLY
Eli Lilly & CO

Healthcare
7
+ 1.41%
$725.72 - $929.72 $5.08K - $6.51K
502 $414K
ROKU
Roku, Inc

Communication Services
421
New
$67.36 - $99.07 $28.4K - $41.7K
421 $29K
UDR
Udr, Inc.

Real Estate
612
New
$40.09 - $46.04 $24.5K - $28.2K
612 $27K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
293
+ 109.74%
$69.81 - $78.9 $20.5K - $23.1K
560 $43K
DE
Deere & CO

Industrials
17
+ 4.72%
$408.57 - $509.27 $6.95K - $8.66K
377 $176K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
760
New
$25.2 - $68.74 $19.2K - $52.2K
760 $22K
AVSF
American Centy ETF Tr Avantis

ETFs
425
+ 14.28%
$45.96 - $46.74 $19.5K - $19.9K
3.4K $159K
STWD
Starwood Property Trust, Inc.

Real Estate
1.1K
New
$18.41 - $20.53 $20.3K - $22.6K
1.1K $21K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
286
+ 0.77%
$50.87 - $51.09 $14.5K - $14.6K
37.3K $1.91M
VOE
Vanguard Mid Cap Value Index F

ETFs
147
+ 4.75%
$156.61 - $168.02 $23K - $24.7K
3.24K $520K
VGIT
Vanguard Intermediate Term Tre

ETFs
211
+ 4.62%
$57.44 - $59.4 $12.1K - $12.5K
4.78K $283K
V
Visa Inc.

Financial Services
26
+ 8.61%
$306.92 - $362.71 $7.98K - $9.43K
328 $114K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
290
New
$68.07 - $78.99 $19.7K - $22.9K
290 $19K
ORCC
Owl Rock Capital Corp

Financial Services
1.4K
New
N/A
1.4K $18K
NFLX
Netflix Inc

Communication Services
15
+ 24.59%
$828.4 - $1058.6 $12.4K - $15.9K
76 $70K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 2.2%
$232.43 - $265.13 $2.56K - $2.92K
511 $135K
LMND
Lemonade, Inc.

Financial Services
500
New
$30.77 - $38.56 $15.4K - $19.3K
500 $15K
Activity Summary
Buys All Purchases 140 New Holdings 48 Increased Positions 92 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 1 Puts 0
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