Beaird Harris Wealth Management, LLC New Holdings in Q3 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
36.4K
New
$50.63 - $51.11 $1.84M - $1.86M
36.4K $1.86M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
26.3K
New
$49.69 - $50.5 $1.31M - $1.33M
26.3K $1.33M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
15.8K
New
$70.04 - $77.47 $1.11M - $1.23M
15.8K $1.23M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
21.7K
New
$49.07 - $50.44 $1.06M - $1.09M
21.7K $1.09M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.76K
New
$65.06 - $71.72 $570K - $628K
8.76K $622K
XLC
Select Sector Spdr Tr Communic

ETFs
6.33K
New
$82.16 - $90.4 $520K - $572K
6.33K $572K
XLI
Industrial Sector Spdr

ETFs
3.99K
New
$120.56 - $135.44 $481K - $541K
3.99K $540K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
3.15K
New
$109.24 - $121.48 $344K - $383K
3.15K $377K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.97K
New
$82.38 - $93.84 $327K - $373K
3.97K $367K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.32K
New
$218.05 - $243.47 $288K - $322K
1.32K $321K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
23.2K
New
$12.34 - $13.3 $286K - $309K
23.2K $295K
TWST
Twist Bioscience Corp

Healthcare
2.1K
New
$36.72 - $58.88 $77.1K - $124K
2.1K $94K
VPU
Vanguard Utilities ETF

ETFs
181
New
$146.64 - $174.54 $26.5K - $31.6K
181 $31K
GPN
Global Payments Inc

Industrials
240
New
$92.66 - $112.97 $22.2K - $27.1K
240 $24K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
486
New
$38.33 - $42.48 $18.6K - $20.6K
486 $20K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
460
New
$28.04 - $29.78 $12.9K - $13.7K
460 $13K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
1.01K
New
$12.25 - $12.54 $12.4K - $12.7K
1.01K $12K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
1.01K
New
$10.37 - $10.81 $10.5K - $10.9K
1.01K $10K
SMCI
Super Micro Computer, Inc.

Technology
10
New
$386.46 - $909.96 $3.86K - $9.1K
10 $4K
Te Connectivity PLC
127
New
N/A
127 $0
Tidal Tr Ii
5.1K
New
N/A
5.1K $0
Grayscale Ethereum Mini Tr E
66.1K
New
N/A
66.1K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
400
New
N/A
400 $0
Direxion Shs ETF Tr
5.95K
New
N/A
5.95K $0
Siyata Mobile Inc
1
New
N/A
1 $0
Fortrea Hldgs Inc
248
New
N/A
248 $0
Fortuna Mng Corp
522
New
N/A
522 $0
Grayscale Ethereum Tr Eth
10.9K
New
N/A
10.9K $0
Grayscale Bitcoin Mini Tr Bt
11.6K
New
N/A
11.6K $0
IEF
Ishares Barclays

ETFs
0
New
$92.67 - $99.14 $0 - $0
0 $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
1
New
$50.32 - $50.75 $50.3 - $50.8
1 $0
CONL
Graniteshares ETF Tr
500
New
N/A
500 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1
New
$50.25 - $50.74 $50.3 - $50.7
1 $0
Labcorp Holdings Inc
248
New
N/A
248 $0
Nutex Health Inc
3.2K
New
N/A
3.2K $0
PULS
Pgim ETF Tr

ETFs
1
New
$49.47 - $49.8 $49.5 - $49.8
1 $0
Bitwise Ethereum ETF
1.07K
New
N/A
1.07K $0
Activity Summary
Buys All Purchases 134 New Holdings 38 Increased Positions 96 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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