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
HSY
Hershey CO

Consumer Defensive
-121
- 41.58%
$182.45 - $203.25 $22.1K - $24.6K
170 $32K
BMY
Bristol Myers Squibb CO

Healthcare
-593
- 58.14%
$39.66 - $51.75 $23.5K - $30.7K
427 $22K
MU
Micron Technology Inc

Technology
-119
- 53.6%
$86.27 - $136.82 $10.3K - $16.3K
103 $10K
MRNA
Moderna, Inc.

Healthcare
-145
- 78.38%
$63.64 - $125.14 $9.23K - $18.1K
40 $2K
AJG
Arthur J. Gallagher & Co.

Financial Services
-72
- 63.72%
$259.22 - $299.75 $18.7K - $21.6K
41 $11K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-264
- 48.35%
$66.31 - $74.08 $17.5K - $19.6K
282 $20K
IFF
International Flavors & Fragrances Inc

Basic Materials
-178
- 74.79%
$93.14 - $105.12 $16.6K - $18.7K
60 $6K
LUV
Southwest Airlines CO

Industrials
-603
- 61.78%
$23.7 - $29.93 $14.3K - $18K
373 $11K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
-533
- 72.03%
$25.92 - $30.29 $13.8K - $16.1K
207 $6K
MDXG
Mimedx Group, Inc.

Healthcare
-405
- 4.19%
$5.65 - $7.76 $2.29K - $3.14K
9.27K $54K
UBER
Uber Technologies, Inc

Technology
-159
- 64.11%
$58.48 - $77.47 $9.3K - $12.3K
89 $6K
SYK
Stryker Corp

Healthcare
-36
- 94.74%
$315.94 - $371.96 $11.4K - $13.4K
2 $0
VGSH
Vanguard

ETFs
-602
- 2.61%
$57.74 - $59.13 $34.8K - $35.6K
22.5K $1.33M
ABT
Abbott Laboratories

Healthcare
-171
- 19.81%
$100.07 - $118.13 $17.1K - $20.2K
692 $78K
VRSK
Verisk Analytics, Inc.

Industrials
-35
- 79.55%
$260.31 - $285.99 $9.11K - $10K
9 $2K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-495
- 64.37%
$22.56 - $22.56 $11.2K - $11.2K
274 $6K
CVS
Cvs Health Corp

Healthcare
-153
- 80.53%
$55.81 - $63.18 $8.54K - $9.67K
37 $2K
MMM
3 M CO

Industrials
-260
- 33.12%
$99.69 - $139.42 $25.9K - $36.2K
525 $71K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.28K
- 57.34%
$8.21 - $10.03 $10.5K - $12.8K
950 $9K
VOD
Vodafone Group Public LTD CO

Communication Services
-954
- 71.78%
$8.8 - $10.35 $8.4K - $9.87K
375 $3K
PEP
Pepsico Inc

Consumer Defensive
-71
- 7.88%
$161.9 - $179.3 $11.5K - $12.7K
830 $141K
INTU
Intuit Inc

Technology
-10
- 62.5%
$602.97 - $670.49 $6.03K - $6.7K
6 $3K
WFC
Wells Fargo & Company

Financial Services
-68
- 7.86%
$51.58 - $60.97 $3.51K - $4.15K
797 $44K
TTD
Trade Desk, Inc.

Technology
-70
- 80.46%
$83.08 - $110.79 $5.82K - $7.76K
17 $1K
IYW
Ishares Dj Us Tech ETF

ETFs
-60
- 2.18%
$133.16 - $158.73 $7.99K - $9.52K
2.69K $407K
CCL
Carnival Corp

Consumer Cyclical
-282
- 84.94%
$14.01 - $19.18 $3.95K - $5.41K
50 $0
EMR
Emerson Electric CO

Industrials
-43
- 2.42%
$98.19 - $118.87 $4.22K - $5.11K
1.74K $189K
IBM
International Business Machines Corp

Technology
-299
- 24.19%
$175.1 - $223.38 $52.4K - $66.8K
937 $207K
LHX
L3 Harris Technologies, Inc.

Industrials
-47
- 10.42%
$221.96 - $243.27 $10.4K - $11.4K
404 $96K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-182
- 23.88%
$11.03 - $18.11 $2.01K - $3.3K
580 $6K
IDXX
Idexx Laboratories Inc

Healthcare
-8
- 61.54%
$455.08 - $517.19 $3.64K - $4.14K
5 $2K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14
- 21.54%
$386.81 - $423.12 $5.42K - $5.92K
51 $21K
SLB
Schlumberger Limited

Energy
-19
- 7.42%
$39.57 - $49.67 $752 - $944
237 $9K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-235
- 42.73%
$14.2 - $15.12 $3.34K - $3.55K
315 $4K
VTRS
Viatris Inc

Healthcare
-374
- 51.87%
$10.32 - $12.13 $3.86K - $4.54K
347 $4K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-207
- 26.99%
$17.35 - $18.22 $3.59K - $3.77K
560 $10K
KLAC
Kla Corp

Technology
-1
- 5.88%
$696.17 - $892.35 $696 - $892
16 $12K
KD
Kyndryl Holdings, Inc.

Technology
-57
- 32.02%
$21.78 - $27.63 $1.24K - $1.57K
121 $2K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-108
- 9.85%
$54.3 - $62.38 $5.86K - $6.74K
988 $61K
SPOT
Spotify Technology S.A.

Communication Services
-28
- 20.44%
$290.16 - $384.01 $8.12K - $10.8K
109 $40K
PFF
Ishares Trust Ishares Pfd And

ETFs
-100
- 11.83%
$31.18 - $33.5 $3.12K - $3.35K
745 $24K
VTWO
Vanguard Russell 2000 ETF

ETFs
-31
- 86.11%
$81.17 - $90.77 $2.52K - $2.81K
5 $0
NDP
Tortoise Energy Independence Fund, Inc.

Financial Services
-17
- 29.82%
$31.91 - $38.92 $542 - $662
40 $1K
OGN
Organon & Co.

Healthcare
-54
- 91.53%
$18.65 - $23.03 $1.01K - $1.24K
5 $0
GM
General Motors CO

Consumer Cyclical
-2
- 0.4%
$39.95 - $49.9 $79.9 - $99.8
498 $22K
NTR
Nutrien Ltd.

Basic Materials
-1
- 0.99%
$45.26 - $52.2 $45.3 - $52.2
100 $4K
VVR
Invesco Senior Income Trust

Financial Services
-137
- 4.11%
$4.02 - $4.41 $551 - $604
3.2K $13K
SLVM
Sylvamo Corp

Basic Materials
-28
- 65.12%
$65.73 - $87.18 $1.84K - $2.44K
15 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 16.67%
$1015.62 - $1159.62 $1.02K - $1.16K
5 $5K
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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