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
HAS
Hasbro, Inc.

Consumer Cyclical
200
New
$56.16 - $69.06 $11.2K - $13.8K
200 $12K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 0.82%
$91.75 - $115.81 $1.1K - $1.39K
1.47K $144K
VGSH
Vanguard

ETFs
6
+ 0.03%
$58.07 - $58.69 $348 - $352
22.6K $1.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
158
+ 32.92%
$102.49 - $119.96 $16.2K - $19K
638 $66K
HIW
Highwoods Properties, Inc.

Real Estate
400
New
$27.69 - $30.78 $11.1K - $12.3K
400 $11K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.26%
$279.74 - $321.29 $280 - $321
385 $120K
BMY
Bristol Myers Squibb CO

Healthcare
27
+ 1.63%
$53.9 - $63.11 $1.46K - $1.7K
1.68K $102K
WFC
Wells Fargo & Company

Financial Services
75
+ 6.67%
$66.78 - $81.42 $5.01K - $6.11K
1.2K $86K
IWM
Ishares Russell 2000 ETF

ETFs
45
New
$198.1 - $229.79 $8.91K - $10.3K
45 $8K
AG
First Majestic Silver Corp

Basic Materials
1.03K
+ 345.3%
$5.28 - $7.25 $5.43K - $7.46K
1.33K $8K
PFN
Pimco Income Strategy Fund Ii

Financial Services
800
New
$7.41 - $7.64 $5.93K - $6.11K
800 $6K
TXN
Texas Instruments Inc

Technology
31
+ 0.76%
N/A
4.09K $795K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
300
New
$20.29 - $22.36 $6.09K - $6.71K
300 $6K
CSQ
Calamos Strategic Total Return Fund

Financial Services
325
New
$15.97 - $18.5 $5.19K - $6.01K
325 $5K
UTG
Reaves Utility Income Fund

Financial Services
175
New
$31.08 - $34.42 $5.44K - $6.02K
175 $5K
PDI
Pimco Dynamic Income Fund

Financial Services
300
New
$18.51 - $20.05 $5.55K - $6.02K
300 $5K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
250
New
$22.2 - $23.74 $5.55K - $5.94K
250 $5K
ONDS
Ondas Holdings Inc.

Technology
4.84K
New
$0.68 - $2.8 $3.29K - $13.6K
4.84K $5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5
+ 0.06%
$51.52 - $52.37 $258 - $262
8.19K $428K
UBER
Uber Technologies, Inc

Technology
47
+ 123.68%
$63.17 - $81.49 $2.97K - $3.83K
85 $6K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
94
New
$51.45 - $58.51 $4.84K - $5.5K
94 $4K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 55.56%
$402.49 - $513.76 $2.01K - $2.57K
14 $6K
HEFA
Ishares Currency Hedged Msci E

ETFs
54
+ 5.86%
$34.83 - $37.52 $1.88K - $2.03K
976 $35K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.35%
$85.68 - $97.5 $343 - $390
1.16K $108K
C
Citigroup Inc

Financial Services
44
+ 7.73%
$67.23 - $84.63 $2.96K - $3.72K
613 $43K
COF
Capital One Financial Corp

Financial Services
14
+ 116.67%
$163.87 - $209.82 $2.29K - $2.94K
26 $4K
TJX
Tjx Companies Inc

Consumer Cyclical
11
+ 1.84%
$112.81 - $126.16 $1.24K - $1.39K
609 $74K
ARCC
Ares Capital Corp

Financial Services
135
New
$21.28 - $23.81 $2.87K - $3.21K
135 $2K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
104
+ 43.33%
$9.49 - $14.83 $987 - $1.54K
344 $4K
ASML
Asml Holding Nv

Technology
3
+ 15.79%
$662.63 - $776.99 $1.99K - $2.33K
22 $14K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
70
+ 8.7%
$57.21 - $65.8 $4K - $4.61K
875 $51K
BA
Boeing CO

Industrials
12
+ 5.91%
$148.15 - $186.25 $1.78K - $2.24K
215 $36K
KKR
Kkr & Co. Inc.

Financial Services
9
New
$108.17 - $167.07 $974 - $1.5K
9 $1K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14
+ 14.89%
$117.4 - $131.02 $1.64K - $1.83K
108 $12K
QUAL
Ishares Msci Usa Quality Facto

ETFs
26
+ 5.22%
$168.16 - $186.21 $4.37K - $4.84K
524 $89K
WW
Ww International, Inc.

Consumer Cyclical
4
New
$0.47 - $1.77 $1.88 - $7.08
4 $0
Super Micro Computer Inc
1K
New
N/A
1K $0
Tidal Tr Ii
200
New
N/A
200 $0
OARK
Yieldmax Innovation Option Inc
300
New
N/A
300 $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
9
+ 0.17%
$179.71 - $192.06 $1.62K - $1.73K
5.35K $984K
Tidal Tr Ii
268
+ 32.48%
N/A
1.09K $0
Tidal Tr Ii
300
New
N/A
300 $0
Tidal Tr Ii
275
New
N/A
275 $0
Tidal Tr Ii
300
New
N/A
300 $0
Tidal Tr Ii
210
New
N/A
210 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 0.52%
$27.01 - $28.54 $27 - $28.5
194 $5K
American Battery Technology
167
New
N/A
167 $0
Ishares Bitcoin Trust ETF
4
+ 0.18%
N/A
2.21K $0
Howard Hughes Holdings Inc
318
New
N/A
318 $0
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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