Beam Wealth Advisors, Inc. Incresed Positions in Q4 2024

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RAAX
Vaneck ETF Trust Inflation All

ETFs
124K
+ 32.75%
$27.92 - $30.39 $3.47M - $3.78M
504K $14.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 1.14%
$570.51 - $610.59 $645K - $691K
100K $59M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.3K
+ 18.07%
$91.29 - $91.8 $1.12M - $1.13M
80.1K $7.32M
AMZN
Amazon Com Inc

Consumer Cyclical
317
+ 2.48%
$180.88 - $232.93 $57.3K - $73.8K
13.1K $2.88M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.24K
+ 29.09%
$72.18 - $81.41 $378K - $426K
23.2K $1.76M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.73K
+ 14.88%
$55.73 - $66.16 $208K - $247K
28.8K $1.74M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.44K
+ 11.19%
$52.0 - $55.66 $231K - $247K
44.2K $2.36M
CADE
Cadence Bank

Financial Services
4.1K
+ 10.36%
$30.54 - $39.29 $125K - $161K
43.7K $1.51M
VO
Vanguard Mid Cap ETF

ETFs
795
+ 3.02%
$261.5 - $284.63 $208K - $226K
27.1K $7.16M
BAC
Bank Of America Corp

Financial Services
1.86K
+ 9.05%
$39.22 - $47.77 $72.8K - $88.7K
22.4K $982K
EPD
Enterprise Products Partners L.P.

Energy
2.17K
+ 7.23%
$28.66 - $34.43 $62.1K - $74.6K
32.1K $1.01M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.66K
+ 18.71%
$43.6 - $47.2 $160K - $173K
23.2K $1.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.49K
+ 9.45%
$53.94 - $58.15 $80.5K - $86.8K
17.3K $975K
CSCO
Cisco Systems, Inc.

Technology
472
+ 3.51%
$52.45 - $60.02 $24.8K - $28.3K
13.9K $824K
CVX
Chevron Corp

Energy
971
+ 6.93%
$141.15 - $162.53 $137K - $158K
15K $2.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
183
+ 0.28%
$69.3 - $74.3 $12.7K - $13.6K
65.4K $4.67M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.12K
+ 2.51%
$40.86 - $43.42 $45.9K - $48.8K
45.8K $1.92M
ISCG
Ishares Morningstar Small Cap

ETFs
784
+ 2.69%
$48.22 - $54.03 $37.8K - $42.4K
30K $1.48M
CGDV
Capital Group Divid Value ETF

ETFs
1.48K
+ 9.57%
$35.16 - $37.12 $51.9K - $54.8K
16.9K $595K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
956
+ 6.56%
$96.64 - $101.23 $92.4K - $96.8K
15.5K $1.5M
PHYS
Sprott Physical Gold Trust

Financial Services
1.58K
+ 8.14%
$19.66 - $21.66 $31.1K - $34.3K
21K $423K
IAU
Ishares Gold Trust

ETFs
597
+ 3.69%
$48.37 - $52.65 $28.9K - $31.4K
16.8K $830K
IEFA
Ishares Tr

ETFs
4.42K
+ 11.98%
$70.06 - $77.43 $310K - $342K
41.3K $2.9M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
798
+ 1.43%
$17.93 - $18.8 $14.3K - $15K
56.7K $1.03M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
408
+ 2.46%
$14.28 - $14.81 $5.83K - $6.04K
17K $244K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.11K
+ 11.99%
$60.13 - $67.31 $127K - $142K
19.7K $1.2M
PSLV
Sprott Physical Silver Trust

Financial Services
5.12K
+ 8.9%
$9.65 - $11.76 $49.4K - $60.2K
62.6K $604K
EFV
Msci Eafe Value ETF

ETFs
2.3K
+ 9.62%
$51.78 - $57.15 $119K - $132K
26.2K $1.38M
Bitwise Bitcoin ETF Tr
34.3K
+ 61.77%
N/A
89.9K $0
Bitwise Ethereum ETF
64.2K
+ 73.73%
N/A
151K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.9K
+ 192.52%
$22.4 - $68.28 $647K - $1.97M
43.9K $1.02M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
153
+ 1.22%
$22.42 - $23.68 $3.43K - $3.62K
12.7K $285K
PG
Procter & Gamble CO

Consumer Defensive
221
+ 1.98%
$161.05 - $179.7 $35.6K - $39.7K
11.4K $1.91M
HNDL
Strategy Shs

ETFs
402
+ 1.1%
$21.25 - $22.4 $8.54K - $9K
37.1K $790K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.69K
+ 8.77%
$36.15 - $41.9 $61.1K - $70.8K
21K $762K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
63.1K
+ 204.91%
$26.93 - $84.95 $1.7M - $5.36M
93.8K $2.56M
KO
Coca Cola CO

Consumer Defensive
1.83K
+ 11.34%
$61.74 - $71.71 $113K - $131K
18K $1.12M
SO
Southern CO

Utilities
437
+ 4.19%
$81.5 - $94.15 $35.6K - $41.1K
10.9K $894K
KHC
Kraft Heinz CO

Consumer Defensive
35
+ 0.29%
$30.1 - $36.02 $1.05K - $1.26K
12.1K $372K
PFE
Pfizer Inc

Healthcare
401
+ 1.48%
$24.8 - $30.19 $9.94K - $12.1K
27.4K $728K
OGN
Organon & Co.

Healthcare
717
+ 3.95%
$14.44 - $18.83 $10.4K - $13.5K
18.9K $281K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.38K
+ 1.31%
$11.42 - $12.5 $15.7K - $17.2K
106K $1.23M
IEF
Ishares Barclays

ETFs
1.3K
+ 3.69%
$92.08 - $98.18 $120K - $128K
36.6K $3.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
196
+ 0.38%
$57.53 - $60.83 $11.3K - $11.9K
51.2K $2.95M
XOM
Exxon Mobil Corp

Energy
598
+ 2.54%
$105.51 - $125.37 $63.1K - $75K
24.2K $2.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.8K
+ 8.84%
$55.45 - $61.08 $1.1M - $1.21M
244K $13.5M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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