Beaird Harris Wealth Management, LLC Options Holdings

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MSTR
Microstrategy Inc

Technology
CALL
$57,000
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 508
  • Current Value $1.1 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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