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
Grayscale Bitcoin Mini Tr Et
1.71K
New
N/A
1.71K $0
CBRE
Cbre Group, Inc.

Real Estate
7
New
$121.79 - $147.13 $853 - $1.03K
7 $0
TSLL
Direxion Shs ETF Tr Daily Tsla
2.65K
New
N/A
2.65K $0
Grayscale Ethereum Mini Tr E
4.52K
New
N/A
4.52K $0
CCL
Carnival Corp

Consumer Cyclical
51
+ 102.0%
$19.08 - $28.49 $973 - $1.45K
101 $1K
Calamos ETF Tr
1.15K
New
N/A
1.15K $0
Bitwise Bitcoin ETF Tr
186K
+ 53.15%
N/A
536K $0
Atlas Lithium Corp
107
New
N/A
107 $0
American Centy ETF Tr
27K
+ 6.3%
N/A
456K $0
AVGE
American Centy ETF Tr Avantis
370
+ 105.41%
N/A
721 $0
METV
Listed Fds Tr Roundhill Ball M

ETFs
38
+ 9.41%
$13.49 - $15.51 $513 - $589
442 $5K
Sanuwave Health Inc
13
New
N/A
13 $0
RUM
Rumble Inc.

Technology
74
+ 115.63%
$7.07 - $13.77 $523 - $1.02K
138 $0
IX
Orix Corp

Financial Services
52
+ 400.0%
$20.44 - $107.42 $1.06K - $5.59K
65 $1K
Reborn Coffee Inc
1K
New
N/A
1K $0
Microstrategy Inc
6.28K
New
N/A
6.28K $0
Millrose Pptys Inc
4
New
N/A
4 $0
VTRS
Viatris Inc

Healthcare
1
+ 0.29%
$8.68 - $12.42 $8.68 - $12.4
349 $3K
GM
General Motors CO

Consumer Cyclical
50
+ 10.04%
$45.22 - $54.92 $2.26K - $2.75K
548 $25K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
95
+ 1.78%
$10.61 - $16.49 $1.01K - $1.57K
5.43K $67K
BAC
Bank Of America Corp

Financial Services
33
+ 1.27%
$39.61 - $47.74 $1.31K - $1.58K
2.64K $110K
RLI
Rli Corp

Financial Services
1.18K
+ 100.0%
$71.75 - $163.21 $84.5K - $192K
2.36K $189K
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
+ 2.05%
$168.84 - $202.89 $1.52K - $1.83K
449 $78K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
532
+ 2.24%
$12.24 - $13.31 $6.51K - $7.08K
24.3K $297K
IVW
Ishares S&P 500 Growth ETF

ETFs
45
+ 2.78%
$92.45 - $106.69 $4.16K - $4.8K
1.66K $154K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.28%
$84.5 - $105.05 $1.01K - $1.26K
4.29K $376K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.43%
$251.87 - $277.95 $3.78K - $4.17K
3.48K $899K
CRM
Salesforce, Inc.

Technology
21
+ 5.72%
$268.36 - $359.95 $5.64K - $7.56K
388 $104K
EMR
Emerson Electric CO

Industrials
3
+ 0.17%
$108.64 - $131.17 $326 - $394
1.74K $190K
SCHX
Schwab Strategic Tr Us Large C

ETFs
74
+ 0.28%
$21.75 - $24.28 $1.61K - $1.8K
26.7K $590K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
10
+ 0.32%
$103.96 - $122.36 $1.04K - $1.22K
3.18K $339K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
13
+ 0.32%
$82.81 - $96.53 $1.08K - $1.25K
4.03K $338K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
73
+ 4.35%
$165.25 - $224.62 $12.1K - $16.4K
1.75K $290K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.05%
$347.25 - $424.87 $347 - $425
1.89K $692K
GOOGL
Alphabet Inc.

Communication Services
95
+ 3.11%
$154.33 - $206.19 $14.7K - $19.6K
3.15K $487K
VBR
Vanguard Small Cap Value ETF

ETFs
85
+ 0.85%
$183.02 - $207.75 $15.6K - $17.7K
10.1K $1.88M
VTI
Vanguard Total Stock Market Et

ETFs
102
+ 0.43%
$271.18 - $303.12 $27.7K - $30.9K
23.8K $6.54M
AVUV
American Centy ETF Tr Avantis

ETFs
43.9K
+ 8.02%
$84.95 - $100.62 $3.73M - $4.42M
591K $51.6M
TSLA
Tesla, Inc.

Consumer Cyclical
236
+ 0.9%
$222.15 - $428.22 $52.4K - $101K
26.4K $6.85M
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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