Beaird Harris Wealth Management, LLC New Holdings in Q2 2024

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.06M
New
$29.72 - $32.4 $31.6M - $34.5M
1.06M $34M
CI
Cigna Corp

Healthcare
1.41K
New
$330.57 - $364.08 $467K - $514K
1.41K $467K
HAS
Hasbro, Inc.

Consumer Cyclical
2.2K
New
$54.82 - $65.03 $121K - $143K
2.2K $128K
OMFL
Invesco Exchange Traded Self I

ETFs
2.05K
New
$51.23 - $54.89 $105K - $113K
2.05K $107K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.52K
New
$37.21 - $39.92 $93.6K - $100K
2.52K $97K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
776
New
$114.71 - $121.51 $89K - $94.3K
776 $92K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.41K
New
N/A
2.41K $76K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
125
New
$516.55 - $556.17 $64.6K - $69.5K
125 $66K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
418
New
$138.56 - $148.14 $57.9K - $61.9K
418 $61K
AGQ
Pro Shares Trust Ii

ETFs
1.66K
New
$29.02 - $46.41 $48.2K - $77.1K
1.66K $61K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.44K
New
$35.74 - $38.56 $51.5K - $55.5K
1.44K $53K
GNR
Spdr S&P Global Natural Resour

ETFs
900
New
$54.6 - $60.47 $49.1K - $54.4K
900 $50K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
840
New
$56.43 - $60.79 $47.4K - $51.1K
840 $49K
SCHG
Schwab Strategic Tr Us Large C

ETFs
478
New
$87.04 - $101.61 $41.6K - $48.6K
478 $48K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
452
New
$98.98 - $99.4 $44.7K - $44.9K
452 $44K
MLPA
Global X Mlp ETF

ETFs
821
New
$46.2 - $48.98 $37.9K - $40.2K
821 $39K
VGT
Vanguard Information Technolog

ETFs
57
New
$479.9 - $588.82 $27.4K - $33.6K
57 $32K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
349
New
$79.92 - $84.63 $27.9K - $29.5K
349 $29K
TKR
Timken CO

Industrials
278
New
$79.92 - $93.1 $22.2K - $25.9K
278 $22K
PATH
Ui Path, Inc.

Technology
1.5K
New
$11.26 - $22.19 $16.9K - $33.3K
1.5K $19K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
351
New
$44.3 - $45.58 $15.5K - $16K
351 $15K
CYBR
Cyber Ark Software Ltd.

Technology
57
New
$225.58 - $273.42 $12.9K - $15.6K
57 $15K
ZETA
Zeta Global Holdings Corp.

Technology
822
New
$10.45 - $18.24 $8.59K - $15K
822 $14K
WRB
Berkley W R Corp

Financial Services
184
New
$76.65 - $87.49 $14.1K - $16.1K
184 $14K
AXS
Axis Capital Holdings LTD

Financial Services
211
New
$60.64 - $73.88 $12.8K - $15.6K
211 $14K
AFRM
Affirm Holdings, Inc.

Technology
457
New
$28.72 - $36.02 $13.1K - $16.5K
457 $13K
CARR
Carrier Global Corp

Industrials
217
New
$53.38 - $66.22 $11.6K - $14.4K
217 $13K
GOLD
Barrick Gold Corp

Basic Materials
759
New
$16.03 - $18.04 $12.2K - $13.7K
759 $12K
FISV
Fiserv Inc

Technology
97
New
N/A
97 $12K
VRSK
Verisk Analytics, Inc.

Industrials
44
New
$217.96 - $272.27 $9.59K - $12K
44 $11K
CERE
Cerevel Therapeutics Holdings, Inc.

Healthcare
265
New
$38.96 - $42.75 $10.3K - $11.3K
265 $10K
CSQ
Calamos Strategic Total Return Fund

Financial Services
625
New
$15.29 - $16.92 $9.56K - $10.6K
625 $10K
VRRM
Verra Mobility Corp

Industrials
378
New
$23.44 - $28.07 $8.86K - $10.6K
378 $10K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.05K
New
$9.37 - $10.56 $9.79K - $11K
1.05K $10K
CZFS
Citizens Financial Services Inc

Financial Services
240
New
$39.6 - $48.4 $9.5K - $11.6K
240 $10K
DPZ
Dominos Pizza Inc

Consumer Cyclical
19
New
$471.28 - $533.64 $8.95K - $10.1K
19 $9K
CSL
Carlisle Companies Inc

Industrials
24
New
$367.41 - $427.92 $8.82K - $10.3K
24 $9K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
873
New
$10.01 - $10.82 $8.74K - $9.45K
873 $9K
MTN
Vail Resorts Inc

Consumer Cyclical
53
New
$173.94 - $232.25 $9.22K - $12.3K
53 $9K
COCO
Vita Coco Company, Inc.

Consumer Defensive
288
New
$23.08 - $30.84 $6.65K - $8.88K
288 $8K
ZM
Zoom Video Communications, Inc.

Technology
151
New
$56.21 - $64.73 $8.49K - $9.77K
151 $8K
XLU
Utilities Sector Spdr

ETFs
125
New
$62.77 - $72.87 $7.85K - $9.11K
125 $8K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
163
New
$42.0 - $47.28 $6.85K - $7.71K
163 $7K
TSCO
Tractor Supply CO

Consumer Cyclical
29
New
$241.97 - $289.98 $7.02K - $8.41K
29 $7K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
958
New
$7.81 - $8.32 $7.48K - $7.97K
958 $7K
KMI
Kinder Morgan, Inc.

Energy
392
New
$17.69 - $20.11 $6.93K - $7.88K
392 $7K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$62.41 - $3427.61 $6.24K - $343K
100 $6K
EQC
Equity Commonwealth

Real Estate
353
New
$18.45 - $19.6 $6.51K - $6.92K
353 $6K
PDT
John Hancock Premium Dividend Fund

Financial Services
537
New
$10.73 - $11.8 $5.76K - $6.34K
537 $6K
Activity Summary
Buys All Purchases 343 New Holdings 184 Increased Positions 159 Sells All Sells 123 Reductions 121 Sold out 2 Options Calls 0 Puts 0
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