Beaird Harris Wealth Management, LLC Incresed Positions in Q3 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
118K
+ 4.25%
$41.34 - $43.55 $4.88M - $5.14M
2.9M $125M
DUHP
Dimensional ETF Tr Dimensional

ETFs
191K
+ 18.0%
$30.74 - $34.07 $5.89M - $6.52M
1.26M $42.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.4K
+ 16.16%
$475.2 - $527.7 $5.89M - $6.54M
89.1K $47M
AVLV
American Centy ETF Tr Avantis
75.9K
+ 8.23%
$60.05 - $65.83 $4.56M - $5M
998K $65.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
117K
+ 4.95%
$47.0 - $47.84 $5.51M - $5.61M
2.49M $119M
TSLA
Tesla, Inc.

Consumer Cyclical
23.8K
+ 1089.78%
$191.76 - $263.26 $4.56M - $6.26M
25.9K $6.79M
AVUV
American Centy ETF Tr Avantis

ETFs
29.1K
+ 5.98%
$88.24 - $99.7 $2.57M - $2.9M
516K $49.5M
DFIV
Dimensional ETF Tr

ETFs
59.2K
+ 5.76%
$34.66 - $38.38 $2.05M - $2.27M
1.09M $41.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
56.5K
+ 6.32%
$49.93 - $51.15 $2.82M - $2.89M
949K $48.5M
AVDV
American Centy ETF Tr Avantis

ETFs
19K
+ 5.08%
$62.52 - $71.12 $1.19M - $1.35M
393K $27.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.2K
+ 3.26%
$48.06 - $49.39 $1.26M - $1.29M
830K $40.9M
PLTR
Palantir Technologies Inc.

Technology
29.4K
+ 1736.09%
$24.09 - $37.95 $708K - $1.12M
31.1K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
2.78K
+ 13.37%
$255.18 - $283.2 $710K - $788K
23.6K $6.68M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5.51K
+ 2900.0%
$175.0 - $190.72 $964K - $1.05M
5.7K $1.09M
VNQ
Vanguard Specialized Funds Van

ETFs
4.75K
+ 11.82%
$82.97 - $98.97 $394K - $470K
44.9K $4.38M
XLK
Technology Sector Spdr

ETFs
4.14K
+ 293.75%
$197.34 - $237.68 $817K - $984K
5.55K $1.25M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.55K
+ 0.66%
$47.7 - $48.54 $265K - $270K
853K $41.4M
VO
Vanguard Mid Cap ETF

ETFs
3.14K
+ 999.36%
$237.84 - $263.83 $746K - $828K
3.45K $910K
IVV
Ishares Core S&P 500 ETF

ETFs
470
+ 2.52%
$520.18 - $576.82 $244K - $271K
19.1K $11M
XLF
Financial Sector Spdr

ETFs
16.3K
+ 400.42%
$40.84 - $45.74 $664K - $744K
20.3K $921K
NVDA
Nvidia Corp

Technology
5.74K
+ 32.76%
$98.91 - $134.91 $568K - $774K
23.3K $2.82M
XLY
Select Sector Spdr Consumer Di

ETFs
2.64K
+ 7996.97%
$170.05 - $200.86 $449K - $530K
2.67K $535K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.5K
+ 21782.05%
$56.04 - $62.99 $476K - $535K
8.53K $521K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.07K
+ 76775.0%
$149.02 - $167.67 $458K - $515K
3.08K $515K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.04K
+ 13.52%
$74.26 - $78.84 $225K - $239K
25.5K $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.52K
+ 44.79%
$41.9 - $48.26 $190K - $218K
14.6K $699K
MSTR
Microstrategy Inc

Technology
4.26K
+ 1105.19%
$114.3 - $1800.09 $486K - $7.66M
4.64K $782K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.33K
+ 86.07%
$147.95 - $191.05 $196K - $254K
2.87K $498K
MCK
Mckesson Corp

Healthcare
420
+ 7000.0%
$479.06 - $630.38 $201K - $265K
426 $210K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.34K
+ 2.66%
$76.38 - $78.87 $102K - $106K
51.7K $4.07M
DFUS
Dimensional ETF Tr U S Equity

ETFs
645
+ 1.45%
$56.04 - $62.2 $36.1K - $40.1K
45.1K $2.81M
ABBV
Abb Vie Inc.

Healthcare
675
+ 32.81%
$163.84 - $199.33 $111K - $135K
2.73K $539K
XLE
Energy Sector Spdr

ETFs
2.14K
+ 875.0%
$84.35 - $93.39 $180K - $199K
2.38K $208K
PHYS
Sprott Physical Gold Trust

Financial Services
2.18K
+ 4.0%
$18.12 - $20.72 $39.5K - $45.2K
56.7K $1.16M
CRM
Salesforce, Inc.

Technology
623
+ 1639.47%
$238.42 - $276.53 $149K - $172K
661 $180K
WMT
Walmart Inc.

Consumer Defensive
1.55K
+ 56.93%
$66.91 - $81.4 $104K - $126K
4.28K $345K
SHV
Ishares Tr

ETFs
1.43K
+ 580.49%
$110.05 - $110.63 $157K - $158K
1.67K $185K
GLD
Spdr Gold Trust

ETFs
416
+ 25.44%
$215.56 - $246.98 $89.7K - $103K
2.05K $498K
PSLV
Sprott Physical Silver Trust

Financial Services
8.06K
+ 8.62%
$9.17 - $10.84 $73.9K - $87.4K
102K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
199
+ 796.0%
$531.86 - $624.21 $106K - $124K
224 $138K
VCIT
Vanguard Intermediate Term Cor

ETFs
944
+ 10.62%
$79.29 - $84.02 $74.8K - $79.3K
9.83K $823K
MUB
Ishares National Muni Bond ETF

ETFs
213
+ 0.5%
$106.13 - $108.7 $22.6K - $23.2K
42.7K $4.63M
UNH
Unitedhealth Group Inc

Healthcare
159
+ 124.22%
$488.01 - $604.18 $77.6K - $96.1K
287 $167K
SUB
Ishares Short Term National Mu

ETFs
548
+ 2.7%
$104.3 - $106.3 $57.2K - $58.3K
20.9K $2.22M
GLW
Corning Inc

Technology
1.67K
+ 105.1%
$37.76 - $46.2 $63.1K - $77.2K
3.26K $147K
CSX
Csx Corp

Industrials
2.48K
+ 6689.19%
$32.48 - $35.45 $80.4K - $87.7K
2.51K $86K
KO
Coca Cola CO

Consumer Defensive
880
+ 57.55%
$62.69 - $73.01 $55.2K - $64.2K
2.41K $173K
SHOP
Shopify Inc.

Technology
875
+ 700.0%
$52.26 - $80.75 $45.7K - $70.7K
1K $80K
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
+ 1.37%
$95.81 - $109.03 $7.57K - $8.61K
5.86K $630K
Activity Summary
Buys All Purchases 134 New Holdings 38 Increased Positions 96 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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