Beaird Harris Wealth Management, LLC Reduced Holdings in Q3 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
-1.37M
- 99.9%
$15.43 - $16.44 $21.1M - $22.5M
1.33K $21K
HON
Honeywell International Inc

Industrials
-12K
- 97.81%
$196.73 - $220.21 $2.36M - $2.64M
269 $55K
SHW
Sherwin Williams CO

Basic Materials
-5.08K
- 40.4%
$294.65 - $384.0 $1.5M - $1.95M
7.49K $2.86M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-13.7K
- 12.82%
$112.99 - $126.45 $1.55M - $1.73M
93.2K $11.7M
COP
Conocophillips

Energy
-6.19K
- 81.23%
$102.3 - $116.61 $633K - $721K
1.43K $150K
OKE
Oneok Inc

Energy
-11.7K
- 27.61%
$78.62 - $95.27 $917K - $1.11M
30.6K $2.79M
XOM
Exxon Mobil Corp

Energy
-5.25K
- 14.95%
$109.72 - $119.0 $576K - $625K
29.9K $3.5M
MSFT
Microsoft Corp

Technology
-876
- 11.46%
$395.15 - $467.56 $346K - $410K
6.77K $2.91M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-56.6K
- 8.49%
$59.25 - $65.33 $3.36M - $3.7M
611K $39.6M
PSX
Phillips 66

Energy
-2.92K
- 79.93%
$125.0 - $147.17 $366K - $430K
734 $96K
AVMU
American Centy ETF Travantis C

ETFs
-11.4K
- 4.16%
$46.01 - $46.95 $525K - $535K
263K $12.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.47K
- 26.7%
$161.02 - $200.0 $237K - $294K
4.04K $752K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.84K
- 98.36%
$77.02 - $85.06 $296K - $326K
64 $5K
CI
Cigna Corp

Healthcare
-830
- 58.74%
$319.12 - $367.1 $265K - $305K
583 $201K
CVX
Chevron Corp

Energy
-1.26K
- 23.16%
$137.88 - $161.97 $174K - $205K
4.19K $617K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.87K
- 26.39%
$42.59 - $60.56 $165K - $234K
10.8K $544K
PG
Procter & Gamble CO

Consumer Defensive
-1.35K
- 53.28%
$160.76 - $177.82 $217K - $240K
1.18K $204K
SO
Southern CO

Utilities
-2.79K
- 81.01%
$77.0 - $90.52 $215K - $253K
655 $59K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.58K
- 95.52%
$77.22 - $89.49 $199K - $231K
121 $10K
GE
General Electric CO

Industrials
-1.18K
- 91.21%
$156.66 - $189.66 $185K - $224K
114 $21K
VZ
Verizon Communications Inc

Communication Services
-4.4K
- 63.33%
$38.89 - $45.0 $171K - $198K
2.55K $114K
TXN
Texas Instruments Inc

Technology
-870
- 16.1%
$194.6 - $194.6 $169K - $169K
4.53K $882K
SPY
Spdr S&P 500 ETF Trust

ETFs
-565
- 10.69%
$517.38 - $573.86 $292K - $324K
4.72K $2.71M
DUK
Duke Energy Corp

Utilities
-1.63K
- 87.24%
$99.35 - $117.71 $162K - $192K
239 $27K
CTVA
Corteva, Inc.

Basic Materials
-2.58K
- 96.34%
$50.72 - $58.78 $131K - $152K
98 $5K
DOW
Dow Inc.

Basic Materials
-2.58K
- 91.23%
$50.15 - $55.41 $129K - $143K
248 $13K
RTX
Raytheon Technologies Corp

Industrials
-1.41K
- 82.07%
$99.55 - $123.34 $141K - $174K
309 $37K
F
Ford Motor CO

Consumer Cyclical
-5.92K
- 17.66%
$9.71 - $14.55 $57.5K - $86.2K
27.6K $291K
LRCX
Lam Research Corp

Technology
-98
- 89.91%
$731.56 - $1127.3 $71.7K - $110K
11 $8K
DTE
Dte Energy CO

Utilities
-1K
- 54.5%
$108.67 - $128.41 $109K - $128K
835 $107K
JPM
Jpmorgan Chase & CO

Financial Services
-502
- 23.84%
$194.9 - $224.8 $97.8K - $113K
1.6K $338K
LLY
Eli Lilly & CO

Healthcare
-82
- 16.02%
$772.14 - $960.02 $63.3K - $78.7K
430 $380K
AMD
Advanced Micro Devices Inc

Technology
-497
- 31.88%
$128.67 - $183.96 $63.9K - $91.4K
1.06K $174K
NEE
Nextera Energy Inc

Utilities
-1.26K
- 51.31%
$69.9 - $84.97 $87.8K - $107K
1.19K $100K
VT
Vanguard Total World Stk Index

ETFs
-608
- 93.97%
$107.72 - $119.96 $65.5K - $72.9K
39 $4K
PFE
Pfizer Inc

Healthcare
-2.49K
- 39.88%
$27.7 - $31.39 $68.9K - $78.1K
3.75K $108K
MCD
Mcdonalds Corp

Consumer Cyclical
-315
- 50.32%
$245.82 - $304.51 $77.4K - $95.9K
311 $94K
BP
Bp PLC

Energy
-1.24K
- 61.2%
$30.78 - $37.05 $38.2K - $45.9K
786 $24K
BA
Boeing CO

Industrials
-231
- 53.23%
$152.04 - $190.6 $35.1K - $44K
203 $30K
CMS
Cms Energy Corp

Utilities
-792
- 67.18%
$58.7 - $70.62 $46.5K - $55.9K
387 $27K
DTM
Dt Midstream, Inc.

Energy
-499
- 53.66%
$69.34 - $79.28 $34.6K - $39.6K
431 $33K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.11K
- 97.86%
$6.71 - $8.78 $27.6K - $36.1K
90 $0
NFLX
Netflix Inc

Communication Services
-45
- 46.88%
$598.55 - $722.26 $26.9K - $32.5K
51 $36K
MRK
Merck & Co., Inc.

Healthcare
-111
- 7.24%
$111.15 - $128.97 $12.3K - $14.3K
1.42K $161K
DIS
Walt Disney CO

Communication Services
-271
- 45.24%
$85.6 - $98.61 $23.2K - $26.7K
328 $31K
SHEL
Shell PLC

Energy
-321
- 44.9%
$65.65 - $73.28 $21.1K - $23.5K
394 $25K
HBAN
Huntington Bancshares Inc

Financial Services
-1.87K
- 93.13%
$12.84 - $15.15 $24K - $28.4K
138 $2K
AAL
American Airlines Group Inc.

Industrials
-2K
- 95.23%
$11.04 - $11.04 $22K - $22K
100 $1K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-60
- 6.98%
$434.77 - $502.96 $26.1K - $30.2K
799 $389K
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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