Beaird Harris Wealth Management, LLC Purchases in Q2 2025

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.08K
+ 6.58%
$456.74 - $568.03 $3.24M - $4.02M
115K $65.2M
AVLV
American Centy ETF Tr Avantis
79.7K
+ 7.13%
$56.85 - $68.21 $4.53M - $5.44M
1.2M $81.6M
AVUV
American Centy ETF Tr Avantis

ETFs
70.5K
+ 11.93%
$75.17 - $91.21 $5.3M - $6.43M
662K $60.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
51.6K
+ 3.48%
$29.36 - $35.56 $1.52M - $1.84M
1.54M $54.6M
AVEM
American Centy ETF Tr Avantis

ETFs
8.65K
+ 1.5%
$53.08 - $68.54 $459K - $593K
586K $40.1M
VTI
Vanguard Total Stock Market Et

ETFs
13.2K
+ 55.56%
$243.75 - $303.93 $3.22M - $4.02M
37K $11.3M
VEA
Vanguard Ftse Developed Market

ETFs
7.47K
+ 1.08%
$45.65 - $57.01 $341K - $426K
697K $39.7M
AVDV
American Centy ETF Tr Avantis

ETFs
2.54K
+ 0.58%
$61.76 - $79.32 $157K - $202K
441K $34.9M
TSLA
Tesla, Inc.

Consumer Cyclical
4.79K
+ 18.1%
$221.86 - $362.89 $1.06M - $1.74M
31.2K $9.92M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
24.2K
New
$110.23 - $131.5 $2.67M - $3.19M
24.2K $3M
MSTR
Microstrategy Inc

Technology
1.67K
+ 11.8%
$237.95 - $421.61 $396K - $702K
15.8K $6.38M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
37.2K
+ 1.24%
$41.1 - $42.37 $1.53M - $1.58M
3.04M $128M
IVV
Ishares Core S&P 500 ETF

ETFs
1.52K
+ 7.94%
$498.8 - $620.9 $757K - $942K
20.6K $12.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14.5K
+ 1.13%
$36.25 - $42.28 $525K - $613K
1.3M $54.9M
HOOD
Robinhood Markets, Inc.

Technology
10K
+ 49.75%
$34.17 - $93.63 $342K - $936K
30.1K $2.82M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.27K
+ 1.27%
$44.8 - $53.97 $281K - $338K
499K $26.9M
NVDA
Nvidia Corp

Technology
745
+ 3.33%
$94.31 - $157.99 $70.3K - $118K
23.1K $3.65M
MSFT
Microsoft Corp

Technology
306
+ 5.05%
$354.56 - $497.45 $108K - $152K
6.36K $3.17M
MUB
Ishares National Muni Bond ETF

ETFs
8.62K
+ 28.25%
$102.31 - $105.8 $882K - $912K
39.1K $4.09M
DFAR
Dimensional ETF Tr Dimensional

ETFs
56.4K
+ 3.25%
$20.99 - $23.93 $1.18M - $1.35M
1.79M $42M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18.9K
+ 2.36%
$46.77 - $47.89 $885K - $906K
822K $39M
VBR
Vanguard Small Cap Value ETF

ETFs
2.64K
+ 26.18%
$162.76 - $195.77 $430K - $517K
12.7K $2.48M
AVSC
American Centy ETF Tr Avantis
4.04K
+ 3.33%
$42.39 - $51.76 $171K - $209K
125K $6.45M
LNG
Cheniere Energy, Inc.

Energy
1.74K
New
$197.25 - $244.33 $342K - $424K
1.74K $422K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 7732.99%
$24.32 - $27.87 $365K - $418K
15.2K $402K
PFE
Pfizer Inc

Healthcare
13.6K
+ 296.5%
$21.59 - $24.84 $293K - $337K
18.1K $439K
VTV
Vanguard Value ETF

ETFs
1.4K
+ 12.67%
$153.67 - $176.74 $214K - $247K
12.4K $2.19M
AMZN
Amazon Com Inc

Consumer Cyclical
554
+ 9.6%
$167.32 - $223.3 $92.7K - $124K
6.32K $1.39M
XLK
Technology Sector Spdr

ETFs
1K
+ 151.75%
$179.73 - $253.23 $180K - $253K
1.66K $420K
PLTR
Palantir Technologies Inc.

Technology
378
+ 9.25%
$74.01 - $144.25 $28K - $54.5K
4.47K $608K
IYW
Ishares Dj Us Tech ETF

ETFs
1K
+ 39.92%
$122.57 - $173.27 $123K - $173K
3.51K $607K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8K
+ 418.41%
$22.27 - $29.21 $178K - $234K
9.91K $289K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.92K
+ 41.28%
$49.18 - $50.17 $193K - $196K
13.4K $672K
OSCR
Oscar Health, Inc.

Healthcare
9K
New
$11.6 - $21.44 $104K - $193K
9K $192K
BME
Black Rock Health Sciences Trust

Financial Services
5K
New
$34.86 - $38.42 $174K - $192K
5K $182K
GLD
Spdr Gold Trust

ETFs
399
+ 15.71%
$273.71 - $316.29 $109K - $126K
2.94K $895K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 1.29%
$60.61 - $87.72 $6.06K - $8.77K
7.86K $666K
VNQ
Vanguard Specialized Funds Van

ETFs
2.49K
+ 5.27%
$79.79 - $91.42 $198K - $227K
49.7K $4.43M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.04%
$29.12 - $35.84 $612 - $753
49.8K $1.79M
BXP
Boston Properties Inc

Real Estate
2.09K
New
$56.86 - $74.12 $119K - $155K
2.09K $141K
JPM
Jpmorgan Chase & CO

Financial Services
176
+ 9.05%
$210.28 - $289.91 $37K - $51K
2.12K $614K
MGV
Vanguard Mega Cap Value

ETFs
1K
New
$114.87 - $131.25 $115K - $131K
1K $131K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
10.6K
+ 43.76%
$10.72 - $12.16 $114K - $129K
34.9K $423K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.2K
+ 602.74%
$53.23 - $70.65 $117K - $155K
2.57K $148K
GOOGL
Alphabet Inc.

Communication Services
274
+ 8.7%
$144.7 - $178.6 $39.6K - $48.9K
3.43K $603K
BA
Boeing CO

Industrials
502
+ 233.49%
$136.59 - $217.51 $68.6K - $109K
717 $150K
FLO
Flowers Foods Inc

Consumer Defensive
7K
New
$15.86 - $19.21 $111K - $134K
7K $111K
BHP
Bhp Group LTD

Basic Materials
2.1K
New
$40.22 - $50.88 $84.5K - $107K
2.1K $100K
IEFA
Ishares Tr

ETFs
788
+ 35.97%
$67.83 - $84.09 $53.5K - $66.3K
2.98K $248K
Activity Summary
Buys All Purchases 334 New Holdings 138 Increased Positions 196 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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