Beaird Harris Wealth Management, LLC Sells in Q2 2025

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
-54.1K
- 2.05%
$47.09 - $48.01 $2.55M - $2.6M
2.58M $124M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.47K
- 0.97%
$48.13 - $49.85 $408K - $422K
868K $42.5M
AVMU
American Centy ETF Travantis C

ETFs
-13.4K
- 5.29%
$43.44 - $45.67 $584K - $614K
241K $10.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.54K
- 74.09%
$58.63 - $59.9 $208K - $212K
1.24K $74K
COP
Conocophillips

Energy
-1.73K
- 49.1%
$82.66 - $106.1 $143K - $183K
1.79K $160K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.25K
- 1.07%
$49.57 - $50.27 $459K - $465K
852K $42.8M
SUB
Ishares Short Term National Mu

ETFs
-1.33K
- 6.93%
$104.77 - $106.34 $140K - $142K
17.9K $1.9M
CPT
Camden Property Trust

Real Estate
-962
- 99.07%
$106.53 - $122.8 $102K - $118K
9 $1K
SHV
Ishares Tr

ETFs
-951
- 56.81%
$110.06 - $110.46 $105K - $105K
723 $79K
TXN
Texas Instruments Inc

Technology
-446
- 10.91%
N/A
3.64K $708K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.87K
- 71.46%
$29.0 - $30.68 $54.1K - $57.2K
745 $22K
VZ
Verizon Communications Inc

Communication Services
-917
- 22.4%
$41.67 - $45.62 $38.2K - $41.8K
3.18K $137K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-793
- 1.34%
$77.74 - $78.78 $61.6K - $62.5K
58.2K $4.58M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-643
- 2.36%
$75.05 - $77.34 $48.3K - $49.7K
26.6K $2.05M
NKE
Nike, Inc.

Consumer Cyclical
-513
- 43.44%
$53.27 - $72.04 $27.3K - $37K
668 $47K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.4%
$713.71 - $898.95 $1.43K - $1.8K
500 $389K
SBUX
Starbucks Corp

Consumer Cyclical
-152
- 10.33%
$79.69 - $99.41 $12.1K - $15.1K
1.32K $120K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-130
- 17.33%
$272.36 - $339.57 $35.4K - $44.1K
620 $210K
VGSH
Vanguard

ETFs
-353
- 1.56%
$58.32 - $58.95 $20.6K - $20.8K
22.3K $1.31M
WMB
Williams Companies, Inc.

Energy
-317
- 34.23%
$54.33 - $62.87 $17.2K - $19.9K
609 $38K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-749
- 26.66%
$13.96 - $16.51 $10.5K - $12.4K
2.06K $33K
BP
Bp PLC

Energy
-300
- 55.97%
$26.11 - $33.81 $7.83K - $10.1K
236 $7K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-131
- 3.94%
$77.94 - $79.5 $10.2K - $10.4K
3.19K $253K
NEO
Neogenomics Inc

Healthcare
-450
- 16.82%
$6.4 - $10.27 $2.88K - $4.62K
2.23K $16K
TAP
Molson Coors Beverage CO

Consumer Defensive
-86
- 28.01%
$47.24 - $62.46 $4.06K - $5.37K
221 $10K
DHR
Danaher Corp

Healthcare
-20
- 4.09%
$174.64 - $205.16 $3.49K - $4.1K
469 $92K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-71
- 65.74%
$103.88 - $123.68 $7.38K - $8.78K
37 $4K
MKC
Mccormick & CO Inc

Consumer Defensive
-65
- 26.42%
$71.11 - $82.25 $4.62K - $5.35K
181 $13K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-201
- 20.06%
$49.89 - $62.13 $10K - $12.5K
801 $49K
IEMG
Ishares Inc

ETFs
-137
- 9.21%
N/A
1.35K $72K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-20
- 28.17%
$376.48 - $440.65 $7.53K - $8.81K
51 $22K
ATO
Atmos Energy Corp

Utilities
-39
- 1.37%
$145.06 - $162.66 $5.66K - $6.34K
2.81K $433K
BBY
Best Buy CO Inc

Consumer Cyclical
-78
- 26.26%
$56.17 - $75.73 $4.38K - $5.91K
219 $14K
MDXG
Mimedx Group, Inc.

Healthcare
-500
- 28.25%
$5.88 - $7.69 $2.94K - $3.85K
1.27K $7K
V
Visa Inc.

Financial Services
-23
- 7.01%
$308.27 - $373.31 $7.09K - $8.59K
305 $108K
TFC
Truist Financial Corp

Financial Services
-145
- 71.43%
$34.79 - $42.99 $5.04K - $6.23K
58 $2K
KIM
Kimco Realty Corp

Real Estate
-220
- 26.7%
$18.7 - $21.69 $4.11K - $4.77K
604 $12K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-412
- 89.37%
$7.69 - $11.46 $3.17K - $4.72K
49 $0
TGT
Target Corp

Consumer Defensive
-22
- 5.34%
$88.76 - $105.77 $1.95K - $2.33K
390 $38K
EEM
Ishares Msci Emerging Markets

ETFs
-121
- 34.57%
$38.52 - $48.28 $4.66K - $5.84K
229 $11K
AVIG
American Centy ETF Tr Avantis

ETFs
-150
- 1.25%
$40.41 - $41.62 $6.06K - $6.24K
11.9K $494K
EOG
Eog Resources Inc

Energy
-9
- 4.59%
$104.61 - $129.97 $941 - $1.17K
187 $22K
SPOT
Spotify Technology S.A.

Communication Services
-25
- 33.78%
$503.3 - $775.9 $12.6K - $19.4K
49 $37K
NVO
Novo Nordisk A S

Healthcare
-31
- 31.0%
$58.08 - $81.05 $1.8K - $2.51K
69 $4K
IDV
Ishares Tr

ETFs
-151
- 14.59%
$27.79 - $34.84 $4.2K - $5.26K
884 $30K
CHD
Church & Dwight CO Inc

Consumer Defensive
-11
- 57.89%
$91.57 - $110.76 $1.01K - $1.22K
8 $0
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-49
- 8.03%
$118.46 - $143.72 $5.8K - $7.04K
561 $80K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-51
- 9.11%
$73.0 - $85.5 $3.72K - $4.36K
509 $42K
HEFA
Ishares Currency Hedged Msci E

ETFs
-54
- 5.53%
$32.11 - $38.21 $1.73K - $2.06K
922 $34K
Activity Summary
Buys All Purchases 334 New Holdings 138 Increased Positions 196 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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