Beaird Harris Wealth Management, LLC Sells in Q1 2025

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19.1K
- 3.25%
$58.81 - $68.2 $1.13M - $1.3M
570K $34.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.72K
- 1.35%
$50.44 - $58.1 $339K - $390K
493K $25.4M
PLTR
Palantir Technologies Inc.

Technology
-25.6K
- 86.25%
$64.98 - $124.62 $1.67M - $3.19M
4.09K $345K
XOM
Exxon Mobil Corp

Energy
-13.4K
- 43.06%
$105.44 - $118.93 $1.41M - $1.59M
17.7K $2.1M
AAPL
Apple Inc.

Technology
-1.68K
- 6.32%
$209.68 - $247.1 $353K - $416K
25K $5.54M
MUB
Ishares National Muni Bond ETF

ETFs
-9.58K
- 23.89%
$104.71 - $107.69 $1M - $1.03M
30.5K $3.22M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-16.1K
- 1.96%
$47.35 - $48.24 $760K - $774K
803K $38.2M
AVSC
American Centy ETF Tr Avantis
-3.23K
- 2.6%
$48.08 - $56.12 $155K - $181K
121K $5.86M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-15.7K
- 62.33%
$49.75 - $50.27 $781K - $789K
9.49K $474K
IVV
Ishares Core S&P 500 ETF

ETFs
-456
- 2.33%
$554.06 - $615.85 $253K - $281K
19.1K $10.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-5.72K
- 6.28%
$110.75 - $119.78 $633K - $685K
85.3K $9.87M
MSFT
Microsoft Corp

Technology
-249
- 3.95%
$375.39 - $447.2 $93.5K - $111K
6.06K $2.27M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.02K
- 28.0%
$62.43 - $84.12 $188K - $254K
7.76K $505K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-544
- 78.39%
$468.34 - $539.52 $255K - $293K
150 $70K
AVMU
American Centy ETF Travantis C

ETFs
-2.38K
- 0.93%
$45.11 - $46.66 $107K - $111K
254K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 0.38%
$190.26 - $242.06 $4.19K - $5.33K
5.77K $1.1M
COP
Conocophillips

Energy
-1.9K
- 35.15%
$88.6 - $105.85 $169K - $202K
3.51K $368K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.5K
- 4.78%
$32.42 - $36.13 $81.1K - $90.3K
49.8K $1.64M
SUB
Ishares Short Term National Mu

ETFs
-1.55K
- 7.45%
$105.3 - $106.24 $163K - $165K
19.2K $2.03M
VB
Vanguard Small Cap ETF

ETFs
-6
- 0.07%
$217.89 - $252.64 $1.31K - $1.52K
8.11K $1.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-11.9K
- 0.92%
$39.96 - $43.3 $475K - $514K
1.28M $52.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-77
- 4.08%
$360.07 - $417.26 $27.7K - $32.1K
1.81K $653K
DTE
Dte Energy CO

Utilities
-735
- 88.02%
$117.6 - $138.27 $86.4K - $102K
100 $13K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.28K
- 18.48%
$71.17 - $73.66 $91.1K - $94.3K
5.65K $414K
IYW
Ishares Dj Us Tech ETF

ETFs
-160
- 6.0%
$140.44 - $166.79 $22.5K - $26.7K
2.51K $351K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-24
- 0.4%
$96.3 - $112.23 $2.31K - $2.69K
5.94K $579K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.87K
- 11.89%
$42.5 - $46.71 $79.3K - $87.2K
13.8K $625K
F
Ford Motor CO

Consumer Cyclical
-6.58K
- 23.99%
$9.12 - $10.43 $60K - $68.6K
20.8K $209K
ACN
Accenture PLC

Technology
-33
- 2.57%
$300.91 - $398.25 $9.93K - $13.1K
1.25K $390K
AMD
Advanced Micro Devices Inc

Technology
-400
- 38.1%
$96.63 - $129.55 $38.7K - $51.8K
650 $66K
IBN
Icici Bank LTD

Financial Services
-1.91K
- 98.25%
$27.55 - $31.67 $52.5K - $60.3K
34 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
-647
- 3.84%
$104.89 - $113.56 $67.9K - $73.5K
16.2K $1.73M
IWC
Russell Micro Cap ETF

ETFs
-11
- 0.45%
$110.91 - $133.46 $1.22K - $1.47K
2.43K $269K
PG
Procter & Gamble CO

Consumer Defensive
-285
- 22.3%
$158.56 - $176.26 $45.2K - $50.2K
993 $169K
VZ
Verizon Communications Inc

Communication Services
-1.63K
- 28.51%
$37.81 - $46.49 $61.7K - $75.9K
4.09K $185K
DTM
Dt Midstream, Inc.

Energy
-381
- 88.4%
$86.95 - $113.75 $33.1K - $43.3K
50 $4K
MDXG
Mimedx Group, Inc.

Healthcare
-3.5K
- 66.41%
$7.54 - $9.28 $26.4K - $32.5K
1.77K $13K
IEMG
Ishares Inc

ETFs
-658
- 30.68%
N/A
1.49K $79K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-504
- 13.17%
$77.7 - $78.94 $39.2K - $39.8K
3.32K $262K
CSCO
Cisco Systems, Inc.

Technology
-628
- 51.48%
$58.74 - $64.87 $36.9K - $40.7K
592 $36K
PEP
Pepsico Inc

Consumer Defensive
-194
- 19.9%
$142.64 - $156.42 $27.7K - $30.3K
781 $117K
FCNCA
First Citizens Bancshares Inc

Financial Services
-14
- 93.33%
$1728.36 - $2231.14 $24.2K - $31.2K
1 $1K
DHR
Danaher Corp

Healthcare
-80
- 14.06%
$201.62 - $250.59 $16.1K - $20K
489 $100K
KO
Coca Cola CO

Consumer Defensive
-675
- 27.92%
$60.81 - $72.32 $41K - $48.8K
1.74K $124K
MRK
Merck & Co., Inc.

Healthcare
-171
- 22.15%
$83.01 - $101.02 $14.2K - $17.3K
601 $53K
XLK
Technology Sector Spdr

ETFs
-25
- 3.65%
$206.38 - $242.18 $5.16K - $6.05K
659 $136K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-613
- 32.89%
$38.22 - $41.19 $23.4K - $25.2K
1.25K $50K
IWD
Ishares Russell 1000 Val ETF

ETFs
-133
- 8.85%
$182.82 - $196.21 $24.3K - $26.1K
1.37K $257K
LHX
L3 Harris Technologies, Inc.

Industrials
-99
- 24.5%
$194.65 - $222.86 $19.3K - $22.1K
305 $63K
Activity Summary
Buys All Purchases 140 New Holdings 48 Increased Positions 92 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 1 Puts 0
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