Beaird Harris Wealth Management, LLC Reduced Holdings in Q3 2025

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
-709K
- 39.64%
$22.9 - $24.1 $16.2M - $17.1M
1.08M $25.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-219K
- 25.69%
$49.78 - $50.75 $10.9M - $11.1M
633K $32.1M
VNQ
Vanguard Specialized Funds Van

ETFs
-27.5K
- 55.37%
$88.47 - $93.24 $2.43M - $2.57M
22.2K $2.03M
AVMU
American Centy ETF Travantis C

ETFs
-28.7K
- 11.94%
$43.91 - $45.71 $1.26M - $1.31M
212K $9.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15K
- 98.7%
$26.38 - $27.95 $396K - $419K
198 $5K
AVRE
American Centy ETF Tr Avantis
-8.56K
- 10.37%
$43.53 - $45.34 $373K - $388K
74K $3.29M
PFE
Pfizer Inc

Healthcare
-14K
- 76.99%
$23.29 - $25.88 $325K - $361K
4.17K $106K
XOM
Exxon Mobil Corp

Energy
-3.25K
- 18.09%
$105.83 - $117.22 $344K - $381K
14.7K $1.66M
OKE
Oneok Inc

Energy
-3
- 0.01%
$71.36 - $83.47 $214 - $250
31.6K $2.31M
XLK
Technology Sector Spdr

ETFs
-1K
- 60.28%
$250.97 - $282.66 $251K - $283K
659 $185K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2K
- 77.97%
$48.34 - $67.22 $96.7K - $134K
565 $27K
EQR
Equity Residential

Real Estate
-1.75K
- 99.89%
$62.3 - $68.34 $109K - $120K
2 $0
IYW
Ishares Dj Us Tech ETF

ETFs
-1K
- 28.53%
$171.38 - $197.01 $171K - $197K
2.51K $490K
BHP
Bhp Group LTD

Basic Materials
-2.09K
- 99.71%
$48.67 - $56.22 $102K - $118K
6 $0
ACN
Accenture PLC

Technology
-8
- 0.64%
$232.56 - $304.78 $1.86K - $2.44K
1.25K $307K
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.02K
- 12.92%
$111.55 - $125.05 $226K - $253K
13.6K $1.71M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 2.65%
$915.95 - $994.57 $13.7K - $14.9K
551 $510K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-99
- 51.56%
$546.99 - $602.2 $54.2K - $59.6K
93 $55K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-888
- 71.38%
$45.22 - $48.34 $40.2K - $42.9K
356 $16K
GLW
Corning Inc

Technology
-1.67K
- 50.27%
$51.6 - $82.03 $86.2K - $137K
1.65K $135K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-361
- 12.18%
$102.4 - $103.88 $37K - $37.5K
2.6K $268K
CI
Cigna Corp

Healthcare
-21
- 3.6%
$262.23 - $334.39 $5.51K - $7.02K
563 $162K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-124
- 20.0%
$339.37 - $366.46 $42.1K - $45.4K
496 $181K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.87K
- 8.13%
$21.69 - $23.34 $62.3K - $67.1K
32.5K $755K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-183
- 32.62%
$142.94 - $152.69 $26.2K - $27.9K
378 $57K
DIS
Walt Disney CO

Communication Services
-133
- 34.46%
$112.25 - $124.0 $14.9K - $16.5K
253 $28K
CL
Colgate Palmolive CO

Consumer Defensive
-18
- 1.51%
$79.36 - $93.33 $1.43K - $1.68K
1.17K $93K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-488
- 6.11%
$87.29 - $93.61 $42.6K - $45.7K
7.5K $700K
VGIT
Vanguard Intermediate Term Tre

ETFs
-210
- 16.96%
$58.97 - $60.36 $12.4K - $12.7K
1.03K $61K
CARR
Carrier Global Corp

Industrials
-108
- 30.34%
$58.75 - $80.73 $6.35K - $8.72K
248 $14K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-50
- 15.38%
$118.35 - $142.11 $5.92K - $7.11K
275 $34K
KMI
Kinder Morgan, Inc.

Energy
-300
- 14.12%
$26.23 - $28.5 $7.87K - $8.55K
1.83K $51K
WM
Waste Management Inc

Industrials
-4
- 0.38%
$213.88 - $237.1 $856 - $948
1.05K $232K
ELV
Elevance Health, Inc.

Healthcare
-10
- 22.73%
$274.66 - $395.76 $2.75K - $3.96K
34 $10K
BMY
Bristol Myers Squibb CO

Healthcare
-75
- 4.18%
$43.31 - $48.98 $3.25K - $3.67K
1.72K $77K
ALL
Allstate Corp

Financial Services
-21
- 58.33%
$192.0 - $214.65 $4.03K - $4.51K
15 $3K
HON
Honeywell International Inc

Industrials
-5
- 7.25%
$207.7 - $240.4 $1.04K - $1.2K
64 $13K
PCAR
Paccar Inc

Industrials
-31
- 77.5%
$92.91 - $102.86 $2.88K - $3.19K
9 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-64
- 68.09%
$25.5 - $35.2 $1.63K - $2.25K
30 $0
UNP
Union Pacific Corp

Industrials
-9
- 75.0%
$214.91 - $237.16 $1.93K - $2.13K
3 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
-13
- 1.81%
$52.3 - $57.69 $680 - $750
706 $38K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5
- 1.45%
$60.9 - $70.75 $305 - $354
341 $21K
DHI
Horton D R Inc

Consumer Cyclical
-44
- 28.21%
$129.82 - $184.04 $5.71K - $8.1K
112 $18K
DHR
Danaher Corp

Healthcare
-12
- 2.56%
$181.46 - $212.2 $2.18K - $2.55K
457 $90K
VT
Vanguard Total World Stk Index

ETFs
-5
- 12.82%
$128.41 - $138.03 $642 - $690
34 $4K
OTIS
Otis Worldwide Corp

Industrials
-10
- 66.67%
$84.93 - $101.07 $849 - $1.01K
5 $0
AME
Ametek Inc

Industrials
-6
- 85.71%
$176.44 - $192.03 $1.06K - $1.15K
1 $0
IDV
Ishares Tr

ETFs
-65
- 7.35%
$34.54 - $37.28 $2.25K - $2.42K
819 $29K
ZTS
Zoetis Inc.

Healthcare
-7
- 70.0%
$141.13 - $159.19 $988 - $1.11K
3 $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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