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
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
431
New
$14.55 - $17.8 $6.27K - $7.67K
431 $6K
XLY
Select Sector Spdr Consumer Di

ETFs
33
New
$169.76 - $184.45 $5.6K - $6.09K
33 $6K
CZNC
Citizens & Northern Corp

Financial Services
377
New
$16.68 - $18.81 $6.29K - $7.09K
377 $6K
NTR
Nutrien Ltd.

Basic Materials
101
New
$50.74 - $60.33 $5.12K - $6.09K
101 $5K
HEI
Heico Corp

Industrials
23
New
$187.69 - $228.95 $4.32K - $5.27K
23 $5K
ASTS
Ast Space Mobile, Inc.

Communication Services
375
New
$2.01 - $11.75 $754 - $4.41K
375 $4K
SPYG
Spdr Portfolio

ETFs
51
New
$68.71 - $80.95 $3.5K - $4.13K
51 $4K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
100
New
$47.4 - $48.65 $4.74K - $4.87K
100 $4K
LRN
Stride, Inc.

Consumer Defensive
58
New
$56.53 - $72.77 $3.28K - $4.22K
58 $4K
ROL
Rollins Inc

Consumer Cyclical
72
New
$42.44 - $49.92 $3.06K - $3.59K
72 $3K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
250
New
$13.43 - $15.4 $3.36K - $3.85K
250 $3K
ERH
Allspring Utilities & High Income Fund

Financial Services
355
New
$8.81 - $10.18 $3.13K - $3.61K
355 $3K
GLOB
Globant S.A.

Technology
18
New
$152.98 - $201.7 $2.75K - $3.63K
18 $3K
MBB
Ishares Tr

ETFs
34
New
$89.41 - $92.64 $3.04K - $3.15K
34 $3K
CLF
Cleveland Cliffs Inc.

Basic Materials
200
New
$14.45 - $22.83 $2.89K - $4.57K
200 $3K
CSGP
Costar Group, Inc.

Real Estate
45
New
$72.73 - $95.69 $3.27K - $4.31K
45 $3K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
15
New
$127.15 - $149.26 $1.91K - $2.24K
15 $2K
TLT
Ishares Barclays 20+ Year Trea

ETFs
26
New
$87.78 - $94.67 $2.28K - $2.46K
26 $2K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
39
New
$55.18 - $59.2 $2.15K - $2.31K
39 $2K
WST
West Pharmaceutical Services Inc

Healthcare
9
New
$314.68 - $395.94 $2.83K - $3.56K
9 $2K
DLO
D Local LTD

Technology
301
New
$7.48 - $16.62 $2.25K - $5K
301 $2K
VEEV
Veeva Systems Inc

Healthcare
14
New
$171.41 - $230.39 $2.4K - $3.23K
14 $2K
MRCY
Mercury Systems Inc

Industrials
79
New
$26.61 - $32.45 $2.1K - $2.56K
79 $2K
ANSS
Ansys Inc

Technology
7
New
$314.53 - $347.48 $2.2K - $2.43K
7 $2K
PHK
Pimco High Income Fund

Financial Services
416
New
$4.63 - $5.0 $1.93K - $2.08K
416 $2K
MEDP
Medpace Holdings, Inc.

Healthcare
6
New
$372.0 - $424.34 $2.23K - $2.55K
6 $2K
MNST
Monster Beverage Corp

Consumer Defensive
48
New
$48.03 - $57.74 $2.31K - $2.77K
48 $2K
PRVA
Privia Health Group, Inc.

Healthcare
76
New
$16.09 - $19.38 $1.22K - $1.47K
76 $1K
ENSG
Ensign Group, Inc

Healthcare
14
New
$116.05 - $123.87 $1.62K - $1.73K
14 $1K
UNIT
Uniti Group Inc.

Real Estate
683
New
$2.65 - $6.03 $1.81K - $4.12K
683 $1K
WK
Workiva Inc

Technology
18
New
$70.22 - $85.49 $1.26K - $1.54K
18 $1K
ALGN
Align Technology Inc

Healthcare
5
New
$235.23 - $330.25 $1.18K - $1.65K
5 $1K
BL
Blackline, Inc.

Technology
23
New
$44.06 - $68.61 $1.01K - $1.58K
23 $1K
SVC
Service Properties Trust

Real Estate
375
New
$4.89 - $6.78 $1.83K - $2.54K
375 $1K
TRMB
Trimble Inc.

Technology
26
New
$54.0 - $63.17 $1.4K - $1.64K
26 $1K
KNSL
Kinsale Capital Group, Inc.

Financial Services
3
New
$358.0 - $512.65 $1.07K - $1.54K
3 $1K
GWRE
Guidewire Software, Inc.

Technology
11
New
$107.64 - $137.89 $1.18K - $1.52K
11 $1K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
18
New
$99.41 - $126.69 $1.79K - $2.28K
18 $1K
FICO
Fair Isaac Corp

Technology
1
New
$1110.85 - $1488.66 $1.11K - $1.49K
1 $1K
FIVE
Five Below, Inc

Consumer Cyclical
13
New
$108.97 - $178.88 $1.42K - $2.33K
13 $1K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
62
New
$18.82 - $23.79 $1.17K - $1.47K
62 $1K
TSN
Tyson Foods, Inc.

Consumer Defensive
0
New
$53.86 - $62.02 $0 - $0
0 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
New
$127.68 - $150.38 $128 - $150
1 $0
SAVE
Spirit Airlines, Inc.

Industrials
100
New
$3.32 - $4.91 $332 - $491
100 $0
RH
Rh

Consumer Cyclical
0
New
$214.92 - $334.75 $0 - $0
0 $0
SLI
Standard Lithium Ltd.

Basic Materials
680
New
$1.05 - $1.9 $714 - $1.29K
680 $0
RRX
Regal Rexnord Corp

Industrials
1
New
$135.22 - $176.01 $135 - $176
1 $0
Solventum Corp
195
New
N/A
195 $0
Rb Global Inc
32
New
N/A
32 $0
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
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email