Beaird Harris Wealth Management, LLC Incresed Positions in Q4 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
2
+ 0.12%
$108.13 - $134.33 $216 - $269
1.74K $215K
URI
United Rentals, Inc.

Industrials
36
+ 600.0%
$704.44 - $880.32 $25.4K - $31.7K
42 $29K
DVN
Devon Energy Corp

Energy
807
+ 255.38%
$30.52 - $42.96 $24.6K - $34.7K
1.12K $36K
ADI
Analog Devices Inc

Technology
106
+ 623.53%
$206.35 - $236.48 $21.9K - $25.1K
123 $26K
EOG
Eog Resources Inc

Energy
187
+ 2077.78%
$118.22 - $136.54 $22.1K - $25.5K
196 $24K
ATO
Atmos Energy Corp

Utilities
146
+ 5.4%
$136.41 - $151.43 $19.9K - $22.1K
2.85K $397K
DOW
Dow Inc.

Basic Materials
644
+ 259.68%
$39.1 - $55.34 $25.2K - $35.6K
892 $35K
KLAC
Kla Corp

Technology
37
+ 231.25%
$614.46 - $829.55 $22.7K - $30.7K
53 $33K
ET
Energy Transfer LP

Energy
820
+ 61.56%
$16.05 - $19.86 $13.2K - $16.3K
2.15K $42K
PFE
Pfizer Inc

Healthcare
1.1K
+ 29.32%
$24.8 - $30.19 $27.3K - $33.2K
4.85K $128K
AEP
American Electric Power CO Inc

Utilities
208
+ 138.67%
$90.91 - $102.21 $18.9K - $21.3K
358 $33K
IJS
Ishares S&P Smallcap 600 Value

ETFs
109
+ 1.86%
$104.59 - $118.05 $11.4K - $12.9K
5.97K $648K
NFLX
Netflix Inc

Communication Services
10
+ 19.61%
$687.65 - $936.56 $6.88K - $9.37K
61 $54K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 23.47%
$288.47 - $316.54 $21.1K - $23.1K
384 $111K
TGT
Target Corp

Consumer Defensive
169
+ 69.26%
$121.59 - $160.69 $20.5K - $27.2K
413 $55K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.8K
+ 200.9%
$22.4 - $68.28 $399K - $1.22M
26.7K $617K
ABBV
Abb Vie Inc.

Healthcare
393
+ 14.39%
$164.99 - $203.87 $64.8K - $80.1K
3.13K $555K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.23%
$241.48 - $274.89 $724 - $825
1.33K $336K
SBUX
Starbucks Corp

Consumer Cyclical
230
+ 18.71%
$87.44 - $102.5 $20.1K - $23.6K
1.46K $132K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.41K
+ 5.51%
$74.5 - $78.37 $105K - $110K
26.9K $2.01M
IJK
Ishares S&P Midcap 400 Growth

ETFs
119
+ 297.5%
$90.66 - $99.46 $10.8K - $11.8K
159 $14K
PG
Procter & Gamble CO

Consumer Defensive
96
+ 8.12%
$161.05 - $179.7 $15.5K - $17.3K
1.28K $214K
WMB
Williams Companies, Inc.

Energy
30
+ 3.35%
$46.37 - $59.74 $1.39K - $1.79K
926 $50K
VGT
Vanguard Information Technolog

ETFs
11
+ 19.3%
$571.78 - $647.97 $6.29K - $7.13K
68 $42K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20
+ 39.22%
$417.69 - $450.94 $8.35K - $9.02K
71 $30K
EEM
Ishares Msci Emerging Markets

ETFs
229
+ 189.26%
$41.82 - $47.36 $9.58K - $10.8K
350 $14K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
554
+ 2.39%
$12.55 - $13.1 $6.95K - $7.26K
23.8K $304K
VNQI
Vanguard Global Ex U.S. Real

ETFs
459
+ 32.67%
$39.22 - $47.52 $18K - $21.8K
1.86K $73K
CTVA
Corteva, Inc.

Basic Materials
136
+ 138.78%
$55.21 - $64.13 $7.51K - $8.72K
234 $13K
PEP
Pepsico Inc

Consumer Defensive
145
+ 17.47%
$151.29 - $176.1 $21.9K - $25.5K
975 $148K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
43
+ 1.08%
$89.88 - $101.38 $3.86K - $4.36K
4.02K $374K
ADBE
Adobe Inc.

Technology
16
+ 200.0%
$437.39 - $552.96 $7K - $8.85K
24 $10K
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.38%
$261.5 - $284.63 $3.4K - $3.7K
3.47K $915K
NEE
Nextera Energy Inc

Utilities
280
+ 23.49%
$69.77 - $85.43 $19.5K - $23.9K
1.47K $105K
EQIX
Equinix Inc

Real Estate
5
+ 250.0%
$865.69 - $985.0 $4.33K - $4.93K
7 $6K
CAT
Caterpillar Inc

Industrials
54
+ 10.21%
$360.37 - $416.88 $19.5K - $22.5K
583 $211K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.43K
+ 300.0%
$25.93 - $105.3 $37.2K - $151K
1.91K $53K
METV
Listed Fds Tr Roundhill Ball M

ETFs
315
+ 353.93%
$13.21 - $15.35 $4.16K - $4.84K
404 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
371
+ 412.22%
$7.33 - $12.37 $2.72K - $4.59K
461 $4K
LLY
Eli Lilly & CO

Healthcare
65
+ 15.12%
$727.2 - $932.06 $47.3K - $60.6K
495 $382K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.81K
+ 100.0%
$25.33 - $51.16 $96.4K - $195K
7.61K $196K
VT
Vanguard Total World Stk Index

ETFs
4
+ 10.26%
$117.09 - $123.07 $468 - $492
43 $5K
DWAC
Digital World Acquisition Corp.

Financial Services
16
+ 23.19%
N/A
85 $0
VUSB
Vanguard Bd Index Fds
400
+ 4.09%
N/A
10.2K $0
VTRS
Viatris Inc

Healthcare
1
+ 0.29%
$11.32 - $13.37 $11.3 - $13.4
348 $4K
Fidelity Wise Origin Bitcoin
6.8K
+ 12.69%
N/A
60.4K $0
Bitwise Ethereum ETF
1.95K
+ 182.38%
N/A
3.01K $0
Ishares Bitcoin Trust ETF
5
+ 0.23%
N/A
2.21K $0
Bitwise Bitcoin ETF Tr
138K
+ 65.01%
N/A
350K $0
Activity Summary
Buys All Purchases 171 New Holdings 41 Increased Positions 130 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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