Beaird Harris Wealth Management, LLC New Holdings in Q4 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
2.28K
New
$54.13 - $59.56 $123K - $136K
2.28K $124K
EVRG
Evergy, Inc.

Utilities
793
New
$59.06 - $65.0 $46.8K - $51.5K
793 $48K
EPD
Enterprise Products Partners L.P.

Energy
1.5K
New
$28.66 - $34.43 $43K - $51.6K
1.5K $47K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.81K
New
$15.9 - $17.05 $44.7K - $47.9K
2.81K $46K
KHC
Kraft Heinz CO

Consumer Defensive
1.31K
New
$30.1 - $36.02 $39.3K - $47K
1.31K $40K
VFC
V F Corp

Consumer Cyclical
1.64K
New
$16.7 - $22.59 $27.3K - $37K
1.64K $35K
TRGP
Targa Resources Corp.

Energy
201
New
$150.58 - $207.69 $30.3K - $41.7K
201 $35K
AFL
Aflac Inc

Financial Services
329
New
$100.37 - $115.27 $33K - $37.9K
329 $34K
CMI
Cummins Inc

Industrials
98
New
$324.93 - $383.42 $31.8K - $37.6K
98 $34K
NI
Nisource Inc.

Utilities
928
New
$33.74 - $38.25 $31.3K - $35.5K
928 $34K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.36K
New
$8.24 - $11.07 $27.7K - $37.2K
3.36K $31K
TSN
Tyson Foods, Inc.

Consumer Defensive
518
New
$57.14 - $64.54 $29.6K - $33.4K
518 $29K
LYB
Lyondell Basell Industries N.V.

Basic Materials
365
New
$72.97 - $96.75 $26.6K - $35.3K
365 $27K
SWK
Stanley Black & Decker, Inc.

Industrials
333
New
$79.07 - $109.36 $26.3K - $36.4K
333 $26K
BBY
Best Buy CO Inc

Consumer Cyclical
297
New
$85.2 - $101.35 $25.3K - $30.1K
297 $25K
MDT
Medtronic PLC

Healthcare
325
New
$79.61 - $92.24 $25.9K - $30K
325 $25K
CARR
Carrier Global Corp

Industrials
356
New
$66.69 - $82.65 $23.7K - $29.4K
356 $24K
PAYX
Paychex Inc

Industrials
161
New
$135.86 - $148.73 $21.9K - $23.9K
161 $22K
DHI
Horton D R Inc

Consumer Cyclical
156
New
$137.24 - $194.56 $21.4K - $30.4K
156 $21K
CTRA
Coterra Energy Inc.

Energy
832
New
$22.71 - $27.63 $18.9K - $23K
832 $21K
MDLZ
Mondelez International, Inc.

Consumer Defensive
335
New
$59.25 - $72.99 $19.8K - $24.5K
335 $20K
BEN
Franklin Resources Inc

Financial Services
950
New
$19.35 - $22.76 $18.4K - $21.6K
950 $19K
KIM
Kimco Realty Corp

Real Estate
824
New
$22.75 - $25.78 $18.7K - $21.2K
824 $19K
PZZA
Papa Johns International Inc

Consumer Cyclical
482
New
$38.91 - $58.21 $18.8K - $28.1K
482 $19K
MKC
Mccormick & CO Inc

Consumer Defensive
246
New
$73.97 - $84.09 $18.2K - $20.7K
246 $18K
TAP
Molson Coors Beverage CO

Consumer Defensive
307
New
$53.97 - $63.88 $16.6K - $19.6K
307 $17K
TRP
Tc Energy Corp

Energy
307
New
$44.03 - $50.23 $13.5K - $15.4K
307 $14K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
62
New
$198.04 - $221.51 $12.3K - $13.7K
62 $13K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
94
New
$121.89 - $135.52 $11.5K - $12.7K
94 $11K
SPSB
Spdr Portfolio Short Term Corp

ETFs
275
New
$29.77 - $30.19 $8.19K - $8.3K
275 $8K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
20
New
$340.59 - $380.5 $6.81K - $7.61K
20 $7K
HLN
Haleon PLC

Healthcare
130
New
$9.23 - $10.71 $1.2K - $1.39K
130 $1K
ONCY
Oncolytics Biotech Inc

Healthcare
825
New
$0.74 - $1.4 $611 - $1.16K
825 $0
Blackrock Inc
108
New
N/A
108 $0
ETF Opportunities Trust
8.77K
New
N/A
8.77K $0
Corpay Inc
82
New
N/A
82 $0
INTC
Intel Corp

Technology
0
New
$19.07 - $26.23 $0 - $0
0 $0
Lam Research Corp
388
New
N/A
388 $0
Smurfit Westrock PLC
446
New
N/A
446 $0
South Bow Corp
60
New
N/A
60 $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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