Beaird Harris Wealth Management, LLC Incresed Positions in Q1 2025

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
15.4K
+ 1.31%
$35.33 - $40.77 $545K - $628K
1.19M $46.8M
VEA
Vanguard Ftse Developed Market

ETFs
45.5K
+ 7.06%
$47.4 - $52.99 $2.15M - $2.41M
689K $35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
44.9K
+ 1.73%
$46.74 - $47.55 $2.1M - $2.13M
2.64M $125M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.5K
+ 11.96%
$507.05 - $563.67 $5.83M - $6.48M
108K $55.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.8K
+ 1.14%
$40.79 - $42.32 $1.38M - $1.43M
3M $126M
AVDV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 4.84%
$63.74 - $71.96 $1.29M - $1.46M
438K $30.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
120K
+ 8.82%
$32.57 - $35.82 $3.92M - $4.31M
1.48M $49.2M
AVLV
American Centy ETF Tr Avantis
61.5K
+ 5.82%
$63.51 - $70.42 $3.9M - $4.33M
1.12M $72.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18.2K
+ 2.15%
$48.43 - $49.9 $879K - $906K
861K $43M
DFAR
Dimensional ETF Tr Dimensional

ETFs
51.1K
+ 3.04%
$22.35 - $24.52 $1.14M - $1.25M
1.73M $41.2M
MSTR
Microstrategy Inc

Technology
4.81K
+ 51.69%
$239.27 - $396.5 $1.15M - $1.91M
14.1K $4.07M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.3K
+ 22.74%
$59.61 - $66.71 $612K - $685K
55.4K $3.35M
DFAE
Dimensional ETF Tr

ETFs
7.7K
+ 2.76%
$24.64 - $26.86 $190K - $207K
286K $7.41M
VNQ
Vanguard Specialized Funds Van

ETFs
2.53K
+ 5.66%
$85.55 - $94.34 $216K - $239K
47.2K $4.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.8K
+ 1.6%
$49.25 - $50.66 $680K - $699K
876K $43.5M
GLD
Spdr Gold Trust

ETFs
103
+ 4.23%
$243.19 - $288.14 $25K - $29.7K
2.54K $731K
SPY
Spdr S&P 500 ETF Trust

ETFs
444
+ 8.99%
$551.42 - $612.93 $245K - $272K
5.38K $3.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
519
+ 0.89%
$76.94 - $78.28 $39.9K - $40.6K
59K $4.62M
OKE
Oneok Inc

Energy
1.19K
+ 3.92%
$89.57 - $109.85 $107K - $131K
31.6K $3.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
304
+ 1.13%
$73.78 - $76.59 $22.4K - $23.3K
27.2K $2.08M
IEFA
Ishares Tr

ETFs
762
+ 53.32%
$69.57 - $78.65 $53K - $59.9K
2.19K $165K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.87K
+ 250.34%
$30.73 - $32.26 $57.3K - $60.2K
2.61K $80K
EFA
Ishares Tr Msci Eafe ETF

ETFs
40
+ 0.5%
$74.85 - $84.89 $2.99K - $3.4K
7.99K $652K
IWB
Ishares Tr Russell 1000 ETF

ETFs
158
+ 26.69%
$302.31 - $337.54 $47.8K - $53.3K
750 $230K
EFV
Msci Eafe Value ETF

ETFs
19
+ 0.35%
$51.88 - $60.73 $986 - $1.15K
5.37K $316K
LLY
Eli Lilly & CO

Healthcare
7
+ 1.41%
$725.72 - $929.72 $5.08K - $6.51K
502 $414K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
293
+ 109.74%
$69.81 - $78.9 $20.5K - $23.1K
560 $43K
DE
Deere & CO

Industrials
17
+ 4.72%
$408.57 - $509.27 $6.95K - $8.66K
377 $176K
AVSF
American Centy ETF Tr Avantis

ETFs
425
+ 14.28%
$45.96 - $46.74 $19.5K - $19.9K
3.4K $159K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
286
+ 0.77%
$50.87 - $51.09 $14.5K - $14.6K
37.3K $1.91M
VOE
Vanguard Mid Cap Value Index F

ETFs
147
+ 4.75%
$156.61 - $168.02 $23K - $24.7K
3.24K $520K
V
Visa Inc.

Financial Services
26
+ 8.61%
$306.92 - $362.71 $7.98K - $9.43K
328 $114K
VGIT
Vanguard Intermediate Term Tre

ETFs
211
+ 4.62%
$57.44 - $59.4 $12.1K - $12.5K
4.78K $283K
NFLX
Netflix Inc

Communication Services
15
+ 24.59%
$828.4 - $1058.6 $12.4K - $15.9K
76 $70K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 2.2%
$232.43 - $265.13 $2.56K - $2.92K
511 $135K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 0.82%
$91.75 - $115.81 $1.1K - $1.39K
1.47K $144K
VGSH
Vanguard

ETFs
6
+ 0.03%
$58.07 - $58.69 $348 - $352
22.6K $1.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
158
+ 32.92%
$102.49 - $119.96 $16.2K - $19K
638 $66K
BMY
Bristol Myers Squibb CO

Healthcare
27
+ 1.63%
$53.9 - $63.11 $1.46K - $1.7K
1.68K $102K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.26%
$279.74 - $321.29 $280 - $321
385 $120K
WFC
Wells Fargo & Company

Financial Services
75
+ 6.67%
$66.78 - $81.42 $5.01K - $6.11K
1.2K $86K
FNV
Franco Nevada Corp

Basic Materials
38
+ 223.53%
$120.72 - $157.56 $4.59K - $5.99K
55 $8K
AG
First Majestic Silver Corp

Basic Materials
1.03K
+ 345.3%
$5.28 - $7.25 $5.43K - $7.46K
1.33K $8K
TXN
Texas Instruments Inc

Technology
31
+ 0.76%
N/A
4.09K $795K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5
+ 0.06%
$51.52 - $52.37 $258 - $262
8.19K $428K
UBER
Uber Technologies, Inc

Technology
47
+ 123.68%
$63.17 - $81.49 $2.97K - $3.83K
85 $6K
HEFA
Ishares Currency Hedged Msci E

ETFs
54
+ 5.86%
$34.83 - $37.52 $1.88K - $2.03K
976 $35K
C
Citigroup Inc

Financial Services
44
+ 7.73%
$67.23 - $84.63 $2.96K - $3.72K
613 $43K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.35%
$85.68 - $97.5 $343 - $390
1.16K $108K
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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