Beaird Harris Wealth Management, LLC New Holdings in Q3 2025

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWB
Invesco Exchange Traded Fd Tr

ETFs
362
New
$115.87 - $125.42 $41.9K - $45.4K
362 $45K
AOR
Ishares Tr Core Growth Allocat

ETFs
594
New
$60.99 - $64.39 $36.2K - $38.2K
594 $38K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
347
New
$75.26 - $80.19 $26.1K - $27.8K
347 $27K
IWN
Ishares Russell2000 Val ETF

ETFs
100
New
$157.1 - $178.94 $15.7K - $17.9K
100 $17K
VHT
Vanguard Health Care ETF

ETFs
43
New
$239.12 - $259.95 $10.3K - $11.2K
43 $11K
FDVV
Fidelity High Dividend ETF

ETFs
184
New
$52.42 - $55.71 $9.65K - $10.3K
184 $10K
DG
Dollar General Corp

Consumer Defensive
84
New
$101.86 - $116.32 $8.56K - $9.77K
84 $8K
SOXX
Ishares Semiconductor ETF

ETFs
23
New
$236.93 - $271.12 $5.45K - $6.24K
23 $6K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
271
New
$20.76 - $21.78 $5.63K - $5.9K
271 $5K
ACM
Aecom

Industrials
32
New
$111.08 - $132.99 $3.55K - $4.26K
32 $4K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
225
New
$15.02 - $15.97 $3.38K - $3.59K
225 $3K
PAAS
Pan American Silver Corp

Basic Materials
91
New
$27.02 - $38.81 $2.46K - $3.53K
91 $3K
ROK
Rockwell Automation, Inc

Industrials
9
New
$328.67 - $358.52 $2.96K - $3.23K
9 $3K
JEF
Jefferies Financial Group Inc.

Financial Services
38
New
$54.67 - $70.36 $2.08K - $2.67K
38 $2K
FLEX
Flex Ltd.

Technology
51
New
$48.49 - $59.33 $2.47K - $3.03K
51 $2K
ZBRA
Zebra Technologies Corp

Technology
7
New
$296.92 - $341.36 $2.08K - $2.39K
7 $2K
CCJ
Cameco Corp

Energy
26
New
$70.47 - $86.89 $1.83K - $2.26K
26 $2K
MPWR
Monolithic Power Systems Inc

Technology
3
New
$711.24 - $922.81 $2.13K - $2.77K
3 $2K
XEL
Xcel Energy Inc

Utilities
30
New
$67.56 - $80.65 $2.03K - $2.42K
30 $2K
TTEK
Tetra Tech Inc

Industrials
47
New
$33.1 - $38.34 $1.56K - $1.8K
47 $1K
CMS
Cms Energy Corp

Utilities
17
New
$69.37 - $74.67 $1.18K - $1.27K
17 $1K
HPE
Hewlett Packard Enterprise CO

Technology
44
New
$19.81 - $25.24 $872 - $1.11K
44 $1K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
6
New
$201.83 - $230.93 $1.21K - $1.39K
6 $1K
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
New
$332.69 - $399.0 $1.66K - $2K
5 $1K
EME
Emcor Group, Inc.

Industrials
2
New
$530.88 - $655.83 $1.06K - $1.31K
2 $1K
ALC
Alcon Inc

Healthcare
21
New
$73.24 - $92.22 $1.54K - $1.94K
21 $1K
AGCO
Agco Corp

Industrials
11
New
$106.41 - $117.97 $1.17K - $1.3K
11 $1K
AER
Aer Cap Holdings N.V.

Industrials
10
New
$107.25 - $124.42 $1.07K - $1.24K
10 $1K
RNR
Renaissancere Holdings LTD

Financial Services
5
New
$231.95 - $253.93 $1.16K - $1.27K
5 $1K
HOLX
Hologic Inc

Healthcare
15
New
$63.26 - $68.98 $949 - $1.03K
15 $1K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
70
New
$15.38 - $20.2 $1.08K - $1.41K
70 $1K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
New
$494.52 - $565.32 $989 - $1.13K
2 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
4
New
$237.02 - $301.35 $948 - $1.21K
4 $1K
UTHR
United Therapeutics Corp

Healthcare
3
New
$274.7 - $438.75 $824 - $1.32K
3 $1K
NDAQ
Nasdaq, Inc.

Financial Services
14
New
$86.73 - $96.94 $1.21K - $1.36K
14 $1K
ALLE
Allegion PLC

Industrials
10
New
$145.55 - $179.33 $1.46K - $1.79K
10 $1K
APP
App Lovin Corp

Technology
2
New
$335.1 - $718.54 $670 - $1.44K
2 $1K
PR
Permian Resources Corporation

Energy
77
New
$12.8 - $14.51 $986 - $1.12K
77 $0
Morgan Stanley Pathway Fds
342
New
N/A
342 $0
MGA
Magna International Inc

Consumer Cyclical
12
New
$40.03 - $47.38 $480 - $569
12 $0
MCHP
Microchip Technology Inc

Technology
2
New
$60.95 - $75.26 $122 - $151
2 $0
PINS
Pinterest, Inc.

Communication Services
5
New
$32.17 - $39.17 $161 - $196
5 $0
Primo Brands Corporation
42
New
N/A
42 $0
NXST
Nexstar Media Group, Inc.

Communication Services
1
New
$176.71 - $211.31 $177 - $211
1 $0
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
2
New
$164.12 - $188.32 $328 - $377
2 $0
Maplebear Inc
17
New
N/A
17 $0
NTR
Nutrien Ltd.

Basic Materials
5
New
$55.69 - $62.11 $278 - $311
5 $0
Nebius Group N.V.
24
New
N/A
24 $0
OHI
Omega Healthcare Investors Inc

Real Estate
4
New
$36.29 - $43.34 $145 - $173
4 $0
Activity Summary
Buys All Purchases 413 New Holdings 147 Increased Positions 266 Sells All Sells 117 Reductions 115 Sold out 2 Options Calls 1 Puts 0
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