Beam Wealth Advisors, Inc. Purchases in Q1 2025

Beam Wealth Advisors, Inc.

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RAAX
Vaneck ETF Trust Inflation All

ETFs
24.1K
+ 4.77%
$28.3 - $30.43 $681K - $732K
528K $16.1M
GOOG
Alphabet Inc.

Communication Services
10K
New
$156.06 - $207.71 $1.57M - $2.09M
10K $1.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.66K
+ 30.03%
$95.85 - $99.25 $447K - $463K
20.2K $2M
XOM
Exxon Mobil Corp

Energy
1.22K
+ 5.05%
$105.44 - $118.93 $129K - $145K
25.4K $3.02M
T
At&T Inc.

Communication Services
3.84K
+ 8.48%
$21.56 - $28.28 $82.7K - $108K
49K $1.39M
IEFA
Ishares Tr

ETFs
1.77K
+ 4.29%
$69.57 - $78.65 $123K - $139K
43.1K $3.26M
IAU
Ishares Gold Trust

ETFs
1.21K
+ 7.24%
$49.74 - $58.96 $60.4K - $71.6K
18K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.8K
New
$18.36 - $20.51 $198K - $221K
10.8K $213K
EFV
Msci Eafe Value ETF

ETFs
565
+ 2.15%
$51.88 - $60.73 $29.3K - $34.3K
26.8K $1.58M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
13K
New
$15.28 - $15.95 $198K - $207K
13K $201K
ISCG
Ishares Morningstar Small Cap

ETFs
6.52K
+ 21.76%
$44.44 - $52.05 $290K - $339K
36.5K $1.64M
EFG
Msci Eafe Growth ETF

ETFs
570
+ 1.82%
$96.1 - $106.37 $54.8K - $60.6K
31.9K $3.19M
PSLV
Sprott Physical Silver Trust

Financial Services
2.31K
+ 3.69%
$9.86 - $11.68 $22.8K - $27K
64.9K $753K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.47K
+ 7.47%
$59.28 - $66.1 $87.1K - $97.2K
21.1K $1.34M
FDVV
Fidelity High Dividend ETF

ETFs
2.83K
+ 10.12%
$48.86 - $52.28 $138K - $148K
30.7K $1.52M
PHYS
Sprott Physical Gold Trust

Financial Services
1.14K
+ 5.4%
$20.25 - $24.06 $23K - $27.3K
22.2K $533K
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 12.56%
$47.4 - $52.99 $63.8K - $71.3K
12.1K $612K
VZ
Verizon Communications Inc

Communication Services
508
+ 3.89%
$37.81 - $46.49 $19.2K - $23.6K
13.6K $615K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.16K
+ 1.3%
$54.25 - $57.64 $171K - $182K
247K $13.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
503
+ 0.54%
$27.01 - $28.54 $13.6K - $14.4K
94.3K $2.64M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.29K
+ 9.85%
$69.69 - $79.99 $160K - $183K
25.5K $1.82M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.73K
+ 9.77%
$53.6 - $58.97 $92.5K - $102K
19.4K $1.06M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
937
+ 1.17%
$90.0 - $96.32 $84.3K - $90.3K
80.8K $7.46M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
353
+ 1.21%
$46.45 - $47.26 $16.4K - $16.7K
29.6K $1.4M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
263
+ 2.55%
$78.12 - $83.7 $20.5K - $22K
10.6K $853K
TDVG
T Rowe Price Exchange Traded F

Technology
76
+ 0.74%
$39.23 - $42.13 $2.98K - $3.2K
10.3K $417K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
704
+ 5.53%
$21.6 - $23.19 $15.2K - $16.3K
13.4K $296K
OGN
Organon & Co.

Healthcare
393
+ 2.08%
$14.29 - $16.41 $5.62K - $6.45K
19.3K $287K
Valued Advisers Tr
26.4K
New
N/A
26.4K $0
J P Morgan Exchange Traded F
121
+ 1.03%
N/A
11.9K $0
Bitwise Bitcoin ETF Tr
1.52K
+ 1.69%
N/A
91.4K $0
Bitwise Ethereum ETF
4.82K
+ 3.18%
N/A
156K $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.86K
+ 10.79%
$24.91 - $29.02 $71.2K - $82.9K
29.3K $734K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.4K
+ 6.17%
$57.21 - $65.8 $79.9K - $91.9K
24K $1.4M
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 8.15%
$217.89 - $252.64 $293K - $339K
17.8K $3.95M
ET
Energy Transfer LP

Energy
585
+ 1.49%
$17.26 - $21.08 $10.1K - $12.3K
39.9K $742K
BAC
Bank Of America Corp

Financial Services
458
+ 2.05%
$39.61 - $47.74 $18.1K - $21.9K
22.8K $952K
VO
Vanguard Mid Cap ETF

ETFs
320
+ 1.18%
$251.87 - $277.95 $80.6K - $88.9K
27.4K $7.09M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
172
+ 0.26%
$67.03 - $74.61 $11.5K - $12.8K
65.6K $4.46M
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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