Beaird Harris Wealth Management, LLC New Holdings in Q1 2025

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
20.1K
New
$35.63 - $65.28 $716K - $1.31M
20.1K $836K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
24K
New
$17.15 - $21.07 $412K - $506K
24K $480K
IWV
Ishares Russell 3000 ETF

ETFs
504
New
$313.1 - $349.83 $158K - $176K
504 $160K
INVH
Invitation Homes Inc.

Real Estate
3.75K
New
$30.28 - $34.85 $114K - $131K
3.75K $130K
CPT
Camden Property Trust

Real Estate
971
New
$109.16 - $125.53 $106K - $122K
971 $118K
QRVO
Qorvo, Inc.

Technology
1K
New
$69.12 - $90.57 $69.1K - $90.6K
1K $72K
EQR
Equity Residential

Real Estate
784
New
$66.98 - $75.02 $52.5K - $58.8K
784 $56K
ROKU
Roku, Inc

Communication Services
421
New
$67.36 - $99.07 $28.4K - $41.7K
421 $29K
UDR
Udr, Inc.

Real Estate
612
New
$40.09 - $46.04 $24.5K - $28.2K
612 $27K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
760
New
$25.2 - $68.74 $19.2K - $52.2K
760 $22K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
290
New
$68.07 - $78.99 $19.7K - $22.9K
290 $19K
ORCC
Owl Rock Capital Corp

Financial Services
1.4K
New
N/A
1.4K $18K
LMND
Lemonade, Inc.

Financial Services
500
New
$30.77 - $38.56 $15.4K - $19.3K
500 $15K
HAS
Hasbro, Inc.

Consumer Cyclical
200
New
$56.16 - $69.06 $11.2K - $13.8K
200 $12K
HIW
Highwoods Properties, Inc.

Real Estate
400
New
$27.69 - $30.78 $11.1K - $12.3K
400 $11K
IWM
Ishares Russell 2000 ETF

ETFs
45
New
$198.1 - $229.79 $8.91K - $10.3K
45 $8K
PFN
Pimco Income Strategy Fund Ii

Financial Services
800
New
$7.41 - $7.64 $5.93K - $6.11K
800 $6K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
300
New
$20.29 - $22.36 $6.09K - $6.71K
300 $6K
ONDS
Ondas Holdings Inc.

Technology
4.84K
New
$0.68 - $2.8 $3.29K - $13.6K
4.84K $5K
UTG
Reaves Utility Income Fund

Financial Services
175
New
$31.08 - $34.42 $5.44K - $6.02K
175 $5K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
250
New
$22.2 - $23.74 $5.55K - $5.94K
250 $5K
PDI
Pimco Dynamic Income Fund

Financial Services
300
New
$18.51 - $20.05 $5.55K - $6.02K
300 $5K
CSQ
Calamos Strategic Total Return Fund

Financial Services
325
New
$15.97 - $18.5 $5.19K - $6.01K
325 $5K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
94
New
$51.45 - $58.51 $4.84K - $5.5K
94 $4K
ARCC
Ares Capital Corp

Financial Services
135
New
$21.28 - $23.81 $2.87K - $3.21K
135 $2K
KKR
Kkr & Co. Inc.

Financial Services
9
New
$108.17 - $167.07 $974 - $1.5K
9 $1K
WW
Ww International, Inc.

Consumer Cyclical
4
New
$0.47 - $1.77 $1.88 - $7.08
4 $0
Tidal Tr Ii
300
New
N/A
300 $0
Tidal Tr Ii
210
New
N/A
210 $0
Sanuwave Health Inc
13
New
N/A
13 $0
Tidal Tr Ii
200
New
N/A
200 $0
Tidal Tr Ii
275
New
N/A
275 $0
Super Micro Computer Inc
1K
New
N/A
1K $0
Tidal Tr Ii
300
New
N/A
300 $0
OARK
Yieldmax Innovation Option Inc
300
New
N/A
300 $0
Reborn Coffee Inc
1K
New
N/A
1K $0
Atlas Lithium Corp
107
New
N/A
107 $0
Calamos ETF Tr
1.15K
New
N/A
1.15K $0
CBRE
Cbre Group, Inc.

Real Estate
7
New
$121.79 - $147.13 $853 - $1.03K
7 $0
TSLL
Direxion Shs ETF Tr Daily Tsla
2.65K
New
N/A
2.65K $0
Grayscale Bitcoin Mini Tr Et
1.71K
New
N/A
1.71K $0
Howard Hughes Holdings Inc
318
New
N/A
318 $0
INTC
Intel Corp

Technology
0
New
$19.1 - $27.39 $0 - $0
0 $0
Grayscale Ethereum Mini Tr E
4.52K
New
N/A
4.52K $0
Microstrategy Inc
6.28K
New
N/A
6.28K $0
Millrose Pptys Inc
4
New
N/A
4 $0
American Battery Technology
167
New
N/A
167 $0
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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