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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8
+ 0.1%
$51.68 - $52.76 $413 - $422
8.2K $432K
PGR
Progressive Corp

Financial Services
15
+ 250.0%
$255.27 - $288.74 $3.83K - $4.33K
21 $5K
RELX
Relx PLC

Communication Services
66
+ 143.48%
$45.31 - $55.66 $2.99K - $3.67K
112 $6K
DMLP
Dorchester Minerals, L.P.

Energy
150
New
$26.77 - $30.37 $4.02K - $4.56K
150 $4K
MNST
Monster Beverage Corp

Consumer Defensive
59
+ 122.92%
$55.01 - $64.24 $3.25K - $3.79K
107 $6K
LMT
Lockheed Martin Corp

Industrials
5
+ 6.85%
$430.82 - $486.45 $2.15K - $2.43K
78 $36K
CMI
Cummins Inc

Industrials
6
+ 6.12%
$267.12 - $336.65 $1.6K - $2.02K
104 $34K
DVN
Devon Energy Corp

Energy
350
+ 31.17%
$26.8 - $37.92 $9.38K - $13.3K
1.47K $46K
KHC
Kraft Heinz CO

Consumer Defensive
325
+ 35.87%
$25.61 - $30.81 $8.32K - $10K
1.23K $31K
SO
Southern CO

Utilities
48
+ 11.85%
$84.91 - $92.56 $4.08K - $4.44K
453 $41K
JBL
Jabil Inc

Technology
8
+ 50.0%
$116.88 - $218.1 $935 - $1.74K
24 $5K
USFD
Us Foods Holding Corp.

Consumer Defensive
34
+ 130.77%
$60.47 - $79.12 $2.06K - $2.69K
60 $4K
CVS
Cvs Health Corp

Healthcare
48
+ 129.73%
$60.04 - $70.18 $2.88K - $3.37K
85 $5K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
107
New
$28.02 - $32.37 $3K - $3.46K
107 $3K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
94
New
$32.56 - $35.71 $3.06K - $3.36K
94 $3K
NVTS
Navitas Semiconductor Corp

Technology
500
New
$1.61 - $8.09 $805 - $4.05K
500 $3K
ADSK
Autodesk, Inc.

Technology
13
+ 144.44%
N/A
22 $5K
NVS
Novartis Ag

Healthcare
25
+ 60.98%
$101.96 - $121.01 $2.55K - $3.03K
66 $7K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 22.22%
$174.82 - $215.79 $1.75K - $2.16K
55 $11K
CBRE
Cbre Group, Inc.

Real Estate
18
+ 257.14%
$113.94 - $140.12 $2.05K - $2.52K
25 $3K
TJX
Tjx Companies Inc

Consumer Cyclical
21
+ 3.45%
$119.13 - $135.03 $2.5K - $2.84K
630 $77K
PH
Parker Hannifin Corp

Industrials
5
New
$517.23 - $700.54 $2.59K - $3.5K
5 $3K
SHOP
Shopify Inc.

Technology
20
New
$76.89 - $115.35 $1.54K - $2.31K
20 $2K
STT
State Street Corp

Financial Services
25
New
$75.33 - $106.34 $1.88K - $2.66K
25 $2K
MSI
Motorola Solutions, Inc.

Technology
3
+ 33.33%
$394.72 - $440.39 $1.18K - $1.32K
12 $5K
SPGI
S&P Global Inc.

Financial Services
4
+ 28.57%
$438.31 - $527.29 $1.75K - $2.11K
18 $9K
SYF
Synchrony Financial

Financial Services
40
New
$43.81 - $66.74 $1.75K - $2.67K
40 $2K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
+ 0.14%
$72.02 - $73.82 $576 - $591
5.66K $416K
SONY
Sony Group Corp

Technology
64
+ 49.23%
$21.24 - $26.88 $1.36K - $1.72K
194 $5K
TMUS
T Mobile Us, Inc.

Communication Services
10
New
$220.99 - $268.54 $2.21K - $2.69K
10 $2K
NRG
Nrg Energy, Inc.

Utilities
17
New
$83.61 - $162.67 $1.42K - $2.77K
17 $2K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 150.0%
$452.51 - $568.19 $1.36K - $1.7K
5 $2K
PEP
Pepsico Inc

Consumer Defensive
122
+ 15.62%
$128.02 - $151.37 $15.6K - $18.5K
903 $119K
CFG
Citizens Financial Group Inc

Financial Services
52
New
$34.27 - $44.75 $1.78K - $2.33K
52 $2K
CVNA
Carvana Co.

Consumer Cyclical
6
New
$162.57 - $345.64 $975 - $2.07K
6 $2K
TT
Trane Technologies PLC

Industrials
5
+ 125.0%
$315.21 - $437.41 $1.58K - $2.19K
9 $3K
FISV
Fiserv Inc

Technology
21
New
N/A
21 $2K
SAN
Banco Santander, S.A.

Financial Services
336
New
$5.72 - $8.32 $1.92K - $2.8K
336 $2K
GILD
Gilead Sciences, Inc.

Healthcare
27
New
$96.91 - $113.0 $2.62K - $3.05K
27 $2K
ALLY
Ally Financial Inc.

Financial Services
54
+ 128.57%
$30.09 - $38.95 $1.62K - $2.1K
96 $3K
PUK
Prudential PLC

Financial Services
65
New
$18.03 - $25.49 $1.17K - $1.66K
65 $1K
UNM
Unum Group

Financial Services
9
+ 15.0%
$70.48 - $82.91 $634 - $746
69 $5K
PNR
Pentair PLC

Industrials
13
New
$76.17 - $103.58 $990 - $1.35K
13 $1K
FIS
Fidelity National Information Services, Inc.

Technology
13
New
$68.14 - $82.13 $886 - $1.07K
13 $1K
FITB
Fifth Third Bancorp

Financial Services
20
+ 95.24%
$33.32 - $41.51 $666 - $830
41 $1K
PCAR
Paccar Inc

Industrials
16
+ 66.67%
$86.4 - $99.09 $1.38K - $1.59K
40 $3K
ROST
Ross Stores, Inc.

Consumer Cyclical
15
New
$126.62 - $154.26 $1.9K - $2.31K
15 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
92
+ 1840.0%
$87.84 - $1441.89 $8.08K - $133K
97 $8K
MT
Arcelor Mittal

Basic Materials
38
New
$23.47 - $31.65 $892 - $1.2K
38 $1K
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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