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
GNR
Spdr S&P Global Natural Resour

ETFs
900
New
$54.6 - $60.47 $49.1K - $54.4K
900 $50K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
840
New
$56.43 - $60.79 $47.4K - $51.1K
840 $49K
SCHG
Schwab Strategic Tr Us Large C

ETFs
478
New
$87.04 - $101.61 $41.6K - $48.6K
478 $48K
IYW
Ishares Dj Us Tech ETF

ETFs
23
+ 0.84%
$124.75 - $153.46 $2.87K - $3.53K
2.75K $413K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
452
New
$98.98 - $99.4 $44.7K - $44.9K
452 $44K
MLPA
Global X Mlp ETF

ETFs
821
New
$46.2 - $48.98 $37.9K - $40.2K
821 $39K
ROKU
Roku, Inc

Communication Services
642
+ 3210.0%
$52.53 - $64.19 $33.7K - $41.2K
662 $39K
VCIT
Vanguard Intermediate Term Cor

ETFs
534
+ 6.39%
$77.99 - $80.49 $41.6K - $43K
8.89K $710K
BA
Boeing CO

Industrials
222
+ 104.72%
$164.33 - $191.42 $36.5K - $42.5K
434 $78K
SO
Southern CO

Utilities
251
+ 7.85%
$67.77 - $80.71 $17K - $20.3K
3.45K $267K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.41K
+ 0.76%
$47.4 - $48.0 $304K - $308K
848K $40.5M
VGT
Vanguard Information Technolog

ETFs
57
New
$479.9 - $588.82 $27.4K - $33.6K
57 $32K
PLTR
Palantir Technologies Inc.

Technology
1.18K
+ 228.1%
$20.47 - $25.82 $24.1K - $30.4K
1.69K $42K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
349
New
$79.92 - $84.63 $27.9K - $29.5K
349 $29K
IEFA
Ishares Tr

ETFs
399
+ 92.15%
$70.77 - $76.19 $28.2K - $30.4K
832 $60K
HBAN
Huntington Bancshares Inc

Financial Services
1.87K
+ 1356.52%
$12.34 - $14.26 $23.1K - $26.7K
2.01K $26K
SHEL
Shell PLC

Energy
321
+ 81.47%
$67.92 - $74.17 $21.8K - $23.8K
715 $51K
CPRI
Capri Holdings LTD

Consumer Cyclical
684
+ 6840.0%
$30.95 - $45.36 $21.2K - $31K
694 $22K
TKR
Timken CO

Industrials
278
New
$79.92 - $93.1 $22.2K - $25.9K
278 $22K
WMB
Williams Companies, Inc.

Energy
448
+ 141.32%
$37.58 - $43.11 $16.8K - $19.3K
765 $32K
WFC
Wells Fargo & Company

Financial Services
305
+ 54.46%
$56.41 - $62.34 $17.2K - $19K
865 $51K
PATH
Ui Path, Inc.

Technology
1.5K
New
$11.26 - $22.19 $16.9K - $33.3K
1.5K $19K
XLV
Select Sector Spdr Fund Health

ETFs
132
+ 825.0%
$138.43 - $147.09 $18.3K - $19.4K
148 $21K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.05%
$66.81 - $80.83 $66.8 - $80.8
1.85K $144K
MRNA
Moderna, Inc.

Healthcare
145
+ 362.5%
$101.21 - $166.61 $14.7K - $24.2K
185 $21K
MU
Micron Technology Inc

Technology
119
+ 115.53%
$106.77 - $153.45 $12.7K - $18.3K
222 $29K
PYPL
Pay Pal Holdings, Inc.

Financial Services
280
+ 3500.0%
$58.03 - $67.92 $16.2K - $19K
288 $16K
CYBR
Cyber Ark Software Ltd.

Technology
57
New
$225.58 - $273.42 $12.9K - $15.6K
57 $15K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
351
New
$44.3 - $45.58 $15.5K - $16K
351 $15K
WRB
Berkley W R Corp

Financial Services
184
New
$76.65 - $87.49 $14.1K - $16.1K
184 $14K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
196
+ 236.14%
$67.82 - $72.36 $13.3K - $14.2K
279 $19K
AXS
Axis Capital Holdings LTD

Financial Services
211
New
$60.64 - $73.88 $12.8K - $15.6K
211 $14K
ZETA
Zeta Global Holdings Corp.

Technology
822
New
$10.45 - $18.24 $8.59K - $15K
822 $14K
VGIT
Vanguard Intermediate Term Tre

ETFs
251
+ 5.79%
$57.14 - $58.53 $14.3K - $14.7K
4.58K $266K
CARR
Carrier Global Corp

Industrials
217
New
$53.38 - $66.22 $11.6K - $14.4K
217 $13K
AFRM
Affirm Holdings, Inc.

Technology
457
New
$28.72 - $36.02 $13.1K - $16.5K
457 $13K
LMT
Lockheed Martin Corp

Industrials
28
+ 127.27%
$447.57 - $471.51 $12.5K - $13.2K
50 $23K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
175
+ 47.17%
$66.16 - $71.7 $11.6K - $12.5K
546 $37K
KO
Coca Cola CO

Consumer Defensive
130
+ 9.29%
$58.06 - $64.15 $7.55K - $8.34K
1.53K $97K
GOLD
Barrick Gold Corp

Basic Materials
759
New
$16.03 - $18.04 $12.2K - $13.7K
759 $12K
FISV
Fiserv Inc

Technology
97
New
N/A
97 $12K
TYL
Tyler Technologies Inc

Technology
7
+ 7.0%
$399.22 - $502.78 $2.79K - $3.52K
107 $53K
CNP
Centerpoint Energy Inc

Utilities
354
+ 1685.71%
$27.22 - $31.31 $9.64K - $11.1K
375 $11K
VRSK
Verisk Analytics, Inc.

Industrials
44
New
$217.96 - $272.27 $9.59K - $12K
44 $11K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.05K
New
$9.37 - $10.56 $9.79K - $11K
1.05K $10K
CZFS
Citizens Financial Services Inc

Financial Services
240
New
$39.6 - $48.4 $9.5K - $11.6K
240 $10K
IVW
Ishares S&P 500 Growth ETF

ETFs
65
+ 11.82%
$79.31 - $93.31 $5.16K - $6.07K
615 $56K
VRRM
Verra Mobility Corp

Industrials
378
New
$23.44 - $28.07 $8.86K - $10.6K
378 $10K
WY
Weyerhaeuser CO

Real Estate
365
+ 553.03%
$27.96 - $35.56 $10.2K - $13K
431 $12K
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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