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
PDD
Pinduoduo Inc.

Consumer Cyclical
4
+ 80.0%
$88.35 - $122.19 $353 - $489
9 $0
RPRX
Royalty Pharma PLC

Healthcare
22
New
$30.85 - $36.14 $679 - $795
22 $0
RSG
Republic Services, Inc.

Industrials
3
New
$227.2 - $258.07 $682 - $774
3 $0
DOW
Dow Inc.

Basic Materials
250
+ 31.49%
$25.81 - $34.89 $6.45K - $8.72K
1.04K $27K
CRWD
Crowd Strike Holdings, Inc.

Technology
1
New
$321.63 - $509.31 $322 - $509
1 $0
DVA
Davita Inc.

Healthcare
4
New
$133.5 - $155.51 $534 - $622
4 $0
R
Ryder System Inc

Industrials
6
New
$130.14 - $160.88 $781 - $965
6 $0
Dimensional ETF Trust
278
New
N/A
278 $0
Dimensional ETF Trust
92K
New
N/A
92K $0
DLR
Digital Realty Trust, Inc.

Real Estate
5
New
$136.11 - $177.69 $681 - $888
5 $0
CPRT
Copart Inc

Consumer Cyclical
16
New
$47.72 - $63.84 $764 - $1.02K
16 $0
ELV
Elevance Health, Inc.

Healthcare
4
+ 10.0%
$372.27 - $452.69 $1.49K - $1.81K
44 $17K
EXPD
Expeditors International Of Washington Inc

Industrials
7
New
$102.84 - $122.24 $720 - $856
7 $0
Celestica Inc
400
New
N/A
400 $0
EXC
Exelon Corp

Utilities
15
New
$42.2 - $47.37 $633 - $711
15 $0
Phinia Inc
14
New
N/A
14 $0
RE
Everest Re Group LTD

Financial Services
1
New
N/A
1 $0
EFX
Equifax Inc

Industrials
2
New
$205.5 - $280.54 $411 - $561
2 $0
CME
Cme Group Inc.

Financial Services
2
New
$252.37 - $290.71 $505 - $581
2 $0
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 2.76%
$87.57 - $96.0 $2.8K - $3.07K
1.19K $108K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
30
New
$19.5 - $30.4 $585 - $912
30 $0
AEP
American Electric Power CO Inc

Utilities
12
+ 3.35%
$98.59 - $109.11 $1.18K - $1.31K
370 $38K
JNJ
Johnson & Johnson

Healthcare
160
+ 7.71%
$146.36 - $159.82 $23.4K - $25.6K
2.24K $341K
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 1.44%
$210.83 - $235.28 $2.11K - $2.35K
703 $155K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.3%
$157.66 - $172.39 $473 - $517
996 $158K
BMY
Bristol Myers Squibb CO

Healthcare
114
+ 6.78%
$44.12 - $59.6 $5.03K - $6.79K
1.8K $83K
AMGN
Amgen Inc

Healthcare
15
+ 1.38%
$262.28 - $309.85 $3.93K - $4.65K
1.1K $308K
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.03%
$313.51 - $363.51 $627 - $727
7.49K $2.57M
ABBV
Abb Vie Inc.

Healthcare
31
+ 1.02%
$170.16 - $206.27 $5.27K - $6.39K
3.06K $567K
CVX
Chevron Corp

Energy
324
+ 6.54%
$133.73 - $168.51 $43.3K - $54.6K
5.28K $756K
XOM
Exxon Mobil Corp

Energy
290
+ 1.64%
$99.93 - $119.04 $29K - $34.5K
18K $1.94M
AAPL
Apple Inc.

Technology
604
+ 2.42%
$172.42 - $223.89 $104K - $135K
25.6K $5.24M
OKE
Oneok Inc

Energy
9
+ 0.03%
$78.71 - $100.37 $708 - $903
31.6K $2.58M
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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