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
FNV
Franco Nevada Corp

Basic Materials
5
+ 9.09%
$143.04 - $178.17 $715 - $891
60 $9K
RJF
Raymond James Financial Inc

Financial Services
7
New
$123.65 - $153.88 $866 - $1.08K
7 $1K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
34
+ 9.88%
$11.9 - $15.57 $405 - $529
378 $5K
CLX
Clorox CO

Consumer Defensive
9
New
$118.01 - $148.69 $1.06K - $1.34K
9 $1K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
19
New
$81.84 - $93.53 $1.55K - $1.78K
19 $1K
SYK
Stryker Corp

Healthcare
3
+ 150.0%
$337.37 - $395.63 $1.01K - $1.19K
5 $1K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
107
New
$12.23 - $15.46 $1.31K - $1.65K
107 $1K
SEIC
Sei Investments CO

Financial Services
19
New
$66.45 - $89.86 $1.26K - $1.71K
19 $1K
DAL
Delta Air Lines, Inc.

Industrials
34
New
$35.88 - $52.99 $1.22K - $1.8K
34 $1K
ERIC
Ericsson Lm Telephone CO

Technology
132
New
$6.77 - $8.86 $894 - $1.17K
132 $1K
RYAAY
Ryanair Holdings PLC

Industrials
22
+ 88.0%
$39.21 - $57.84 $863 - $1.27K
47 $2K
D
Dominion Energy, Inc

Utilities
34
New
$49.66 - $58.0 $1.69K - $1.97K
34 $1K
DASH
Door Dash, Inc.

Communication Services
6
New
$163.16 - $246.51 $979 - $1.48K
6 $1K
EBAY
Ebay Inc

Consumer Cyclical
18
New
$59.52 - $79.36 $1.07K - $1.43K
18 $1K
ECL
Ecolab Inc.

Basic Materials
4
New
$225.65 - $270.95 $903 - $1.08K
4 $1K
RGA
Reinsurance Group Of America Inc

Financial Services
8
New
$168.32 - $209.71 $1.35K - $1.68K
8 $1K
OTIS
Otis Worldwide Corp

Industrials
15
New
$90.88 - $104.3 $1.36K - $1.56K
15 $1K
MFG
Mizuho Financial Group Inc

Financial Services
242
New
$4.25 - $5.66 $1.03K - $1.37K
242 $1K
HSBC
Hsbc Holdings PLC

Financial Services
30
New
$46.68 - $61.09 $1.4K - $1.83K
30 $1K
HLN
Haleon PLC

Healthcare
152
+ 116.92%
$9.27 - $11.41 $1.41K - $1.73K
282 $2K
HDB
Hdfc Bank LTD

Financial Services
21
New
$63.78 - $77.48 $1.34K - $1.63K
21 $1K
WDAY
Workday, Inc.

Technology
7
New
$210.47 - $274.71 $1.47K - $1.92K
7 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
11
+ 3.28%
$63.54 - $68.5 $699 - $754
346 $23K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
97
+ 88.99%
$10.79 - $14.14 $1.05K - $1.37K
206 $2K
K
Kellogg CO

Consumer Defensive
14
New
$77.85 - $82.88 $1.09K - $1.16K
14 $1K
MAR
Marriott International Inc

Consumer Cyclical
5
New
$211.12 - $274.14 $1.06K - $1.37K
5 $1K
MLI
Mueller Industries Inc

Industrials
14
New
$68.45 - $79.6 $958 - $1.11K
14 $1K
ALL
Allstate Corp

Financial Services
6
+ 20.0%
$180.53 - $212.64 $1.08K - $1.28K
36 $7K
MTG
Mgic Investment Corp

Financial Services
39
+ 44.32%
$22.43 - $28.1 $875 - $1.1K
127 $3K
LYG
Lloyds Banking Group PLC

Financial Services
427
New
$3.32 - $4.29 $1.42K - $1.83K
427 $1K
GDDY
Go Daddy Inc.

Technology
8
New
$162.11 - $192.36 $1.3K - $1.54K
8 $1K
MPC
Marathon Petroleum Corp

Energy
9
New
$118.55 - $170.08 $1.07K - $1.53K
9 $1K
WELL
Welltower Inc.

Real Estate
13
New
$136.49 - $155.22 $1.77K - $2.02K
13 $1K
MET
Metlife Inc

Financial Services
14
+ 24.56%
$68.42 - $82.49 $958 - $1.15K
71 $5K
Brookfield Corp
16
New
N/A
16 $0
Tko Group Holdings Inc
2
New
N/A
2 $0
Cantor Equity Partners Inc
2.48K
New
N/A
2.48K $0
AMG
Affiliated Managers Group, Inc.

Financial Services
5
New
$143.35 - $197.67 $717 - $988
5 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3
New
$224.32 - $326.09 $673 - $978
3 $0
Tidal Tr Ii
4.05K
New
N/A
4.05K $0
AWK
American Water Works Company, Inc.

Utilities
6
New
$133.82 - $151.96 $803 - $912
6 $0
CRS
Carpenter Technology Corp

Industrials
3
New
$151.3 - $276.38 $454 - $829
3 $0
ZION
Zions Bancorporation, National Association

Financial Services
8
New
$41.39 - $51.94 $331 - $416
8 $0
CSL
Carlisle Companies Inc

Industrials
2
New
$317.1 - $408.5 $634 - $817
2 $0
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
15
New
$41.37 - $53.28 $621 - $799
15 $0
YUM
Yum Brands Inc

Consumer Cyclical
16
+ 6.32%
$138.36 - $161.45 $2.21K - $2.58K
269 $39K
XYL
Xylem Inc.

Industrials
6
New
$102.86 - $129.5 $617 - $777
6 $0
SLVM
Sylvamo Corp

Basic Materials
8
New
$50.1 - $68.36 $401 - $547
8 $0
Capital Group International
457
New
N/A
457 $0
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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