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
ET
Energy Transfer LP

Energy
-820
- 38.1%
$17.26 - $21.08 $14.2K - $17.3K
1.33K $24K
JPM
Jpmorgan Chase & CO

Financial Services
-109
- 5.31%
$225.19 - $279.95 $24.5K - $30.5K
1.94K $476K
JNJ
Johnson & Johnson

Healthcare
-403
- 16.26%
$142.06 - $167.7 $57.3K - $67.6K
2.08K $344K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-138
- 41.07%
$105.1 - $109.61 $14.5K - $15.1K
198 $21K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 33.33%
$31.75 - $34.14 $15.9K - $17.1K
1K $34K
TGT
Target Corp

Consumer Defensive
-1
- 0.24%
$103.65 - $142.5 $104 - $143
412 $42K
PFE
Pfizer Inc

Healthcare
-282
- 5.81%
$25.01 - $27.13 $7.05K - $7.65K
4.57K $115K
KHC
Kraft Heinz CO

Consumer Defensive
-400
- 30.63%
$28.51 - $32.22 $11.4K - $12.9K
906 $27K
DIS
Walt Disney CO

Communication Services
-81
- 25.55%
$96.87 - $114.0 $7.85K - $9.23K
236 $23K
SAP
Sap Se

Technology
-63
- 31.66%
$241.4 - $293.69 $15.2K - $18.5K
136 $36K
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 71.43%
$476.63 - $610.45 $9.53K - $12.2K
8 $3K
NVS
Novartis Ag

Healthcare
-107
- 72.3%
$97.14 - $115.57 $10.4K - $12.4K
41 $4K
DOW
Dow Inc.

Basic Materials
-98
- 10.99%
$34.36 - $41.92 $3.37K - $4.11K
794 $27K
SPOT
Spotify Technology S.A.

Communication Services
-35
- 32.11%
$457.79 - $648.32 $16K - $22.7K
74 $40K
NVO
Novo Nordisk A S

Healthcare
-61
- 37.89%
$69.3 - $90.95 $4.23K - $5.55K
100 $6K
ALL
Allstate Corp

Financial Services
-40
- 57.14%
$180.99 - $210.18 $7.24K - $8.41K
30 $6K
SPGI
S&P Global Inc.

Financial Services
-14
- 50.0%
$478.26 - $543.77 $6.7K - $7.61K
14 $7K
EQIX
Equinix Inc

Real Estate
-5
- 71.43%
$803.0 - $959.97 $4.02K - $4.8K
2 $1K
TDG
Trans Digm Group Inc

Industrials
-4
- 66.67%
$1251.32 - $1394.11 $5.01K - $5.58K
2 $2K
CMCSA
Comcast Corp

Communication Services
-71
- 8.07%
$33.19 - $38.23 $2.36K - $2.71K
809 $29K
AVIG
American Centy ETF Tr Avantis

ETFs
-336
- 2.72%
$40.06 - $41.55 $13.5K - $14K
12K $497K
PZZA
Papa Johns International Inc

Consumer Cyclical
-101
- 20.95%
$36.01 - $51.28 $3.64K - $5.18K
381 $15K
KMI
Kinder Morgan, Inc.

Energy
-200
- 9.55%
$26.1 - $31.22 $5.22K - $6.24K
1.9K $54K
MU
Micron Technology Inc

Technology
-42
- 40.78%
$86.89 - $109.38 $3.65K - $4.59K
61 $5K
IBM
International Business Machines Corp

Technology
-150
- 12.46%
$217.4 - $264.74 $32.6K - $39.7K
1.05K $262K
MA
Mastercard Inc

Financial Services
-7
- 7.78%
$504.67 - $576.31 $3.53K - $4.03K
83 $45K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-50
- 17.73%
$67.08 - $76.14 $3.35K - $3.81K
232 $17K
IDU
Ishares Tr U S Utils ETF

ETFs
-26
- 6.57%
$95.33 - $102.77 $2.48K - $2.67K
370 $37K
VT
Vanguard Total World Stk Index

ETFs
-4
- 9.3%
$115.08 - $123.97 $460 - $496
39 $4K
SCHO
Schwab Short Term Us Treasury

ETFs
-40
- 4.61%
$24.1 - $24.34 $964 - $974
828 $20K
Grayscale Ethereum Trust ETF
-7.31K
- 79.87%
N/A
1.84K $0
Blackrock Inc
-22
- 20.37%
N/A
86 $0
Fidelity Wise Origin Bitcoin
-671
- 1.11%
N/A
59.7K $0
Bitwise Ethereum ETF
-1.95K
- 64.59%
N/A
1.07K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
-16.6K
- 7.26%
N/A
212K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-329
- 1.77%
$79.17 - $82.04 $26K - $27K
18.2K $1.49M
Nutex Health Inc
-600
- 46.15%
N/A
700 $0
Vanguard Wellington Fd
-14.4K
- 11.09%
N/A
115K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13
- 0.82%
$95.85 - $99.25 $1.25K - $1.29K
1.58K $155K
GE
General Electric CO

Industrials
-7
- 8.43%
$168.59 - $212.13 $1.18K - $1.48K
76 $15K
IDV
Ishares Tr

ETFs
-80
- 7.17%
$27.0 - $31.7 $2.16K - $2.54K
1.04K $32K
PSX
Phillips 66

Energy
-9
- 1.21%
$113.93 - $131.55 $1.03K - $1.18K
734 $90K
DISV
Dimensional ETF Tr Dimensional

ETFs
-80
- 2.69%
$26.09 - $30.21 $2.09K - $2.42K
2.89K $84K
ICE
Intercontinental Exchange, Inc.

Financial Services
-54
- 7.67%
$142.8 - $176.36 $7.71K - $9.52K
650 $112K
AZN
Astrazeneca PLC

Healthcare
-53
- 2.86%
$65.37 - $77.96 $3.46K - $4.13K
1.8K $132K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-466
- 2.69%
$61.2 - $68.24 $28.5K - $31.8K
16.9K $1.11M
VTV
Vanguard Value ETF

ETFs
-66
- 0.6%
$167.73 - $179.21 $11.1K - $11.8K
11K $1.9M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-5.57K
- 3.61%
$31.42 - $34.87 $175K - $194K
149K $5.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-44
- 0.12%
$18.36 - $20.51 $808 - $902
37.5K $742K
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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