Beam Wealth Advisors, Inc. Incresed Positions in Q2 2025

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.6K
+ 1.63%
$498.8 - $620.9 $799K - $995K
100K $62.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43.1K
+ 17.47%
$50.08 - $63.14 $2.16M - $2.72M
290K $18.3M
RAAX
Vaneck ETF Trust Inflation All

ETFs
129K
+ 24.51%
$27.19 - $31.82 $3.52M - $4.12M
658K $20.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
11.7K
+ 18.56%
$74.88 - $91.97 $879K - $1.08M
74.9K $6.89M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.9K
+ 19.94%
$91.43 - $91.74 $1.36M - $1.36M
89.4K $8.2M
ISCG
Ishares Morningstar Small Cap

ETFs
23K
+ 63.15%
$39.44 - $49.76 $909K - $1.15M
59.5K $2.96M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
13.3K
+ 62.92%
$57.14 - $72.68 $760K - $967K
34.4K $2.5M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
21.6K
+ 74.73%
$37.73 - $43.54 $814K - $939K
50.4K $2.18M
EFV
Msci Eafe Value ETF

ETFs
12K
+ 44.84%
$52.4 - $64.65 $630K - $777K
38.8K $2.46M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 3.8%
$228.54 - $279.83 $238K - $292K
28.5K $7.97M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.5K
+ 23.18%
$51.14 - $57.0 $588K - $655K
61.1K $3.47M
EFG
Msci Eafe Growth ETF

ETFs
2.05K
+ 6.42%
$89.8 - $112.0 $184K - $229K
33.9K $3.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
903
+ 4.12%
$104.34 - $138.68 $94.2K - $125K
22.8K $3.17M
VTI
Vanguard Total Stock Market Et

ETFs
462
+ 4.37%
$243.75 - $303.93 $113K - $140K
11K $3.35M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
26K
+ 49.7%
$14.97 - $16.79 $389K - $436K
78.2K $1.31M
WMT
Walmart Inc.

Consumer Defensive
486
+ 1.9%
$81.79 - $99.98 $39.7K - $48.6K
26K $2.54M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.08K
+ 1.31%
$82.21 - $83.12 $253K - $256K
239K $19.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.96K
+ 16.89%
$22.27 - $29.21 $110K - $145K
34.3K $1M
FDVV
Fidelity High Dividend ETF

ETFs
3.54K
+ 11.52%
$43.6 - $52.02 $154K - $184K
34.3K $1.78M
BAC
Bank Of America Corp

Financial Services
2.61K
+ 11.44%
$34.39 - $47.46 $89.8K - $124K
25.4K $1.2M
PSLV
Sprott Physical Silver Trust

Financial Services
16.9K
+ 26.08%
$9.98 - $12.51 $169K - $212K
81.9K $1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.08K
+ 8.65%
$51.16 - $62.02 $106K - $129K
26.1K $1.62M
PHYS
Sprott Physical Gold Trust

Financial Services
7.19K
+ 32.44%
$22.82 - $26.29 $164K - $189K
29.4K $744K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.06K
+ 18.6%
$45.88 - $54.4 $140K - $167K
19.5K $1.06M
CSCO
Cisco Systems, Inc.

Technology
301
+ 2.24%
$53.19 - $69.38 $16K - $20.9K
13.7K $951K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.21K
+ 11.43%
$72.71 - $82.56 $88K - $99.9K
11.8K $961K
VEA
Vanguard Ftse Developed Market

ETFs
457
+ 3.79%
$45.65 - $57.01 $20.9K - $26.1K
12.5K $713K
CADE
Cadence Bank

Financial Services
37
+ 0.08%
$26.42 - $32.41 $978 - $1.2K
43.7K $1.4M
CVX
Chevron Corp

Energy
2.82K
+ 19.85%
$133.73 - $168.51 $378K - $476K
17K $2.44M
GUNR
Flexshares Tr Morningstar Glob

ETFs
113
+ 0.54%
$33.77 - $41.16 $3.82K - $4.65K
21.1K $845K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.19K
+ 2.78%
$47.42 - $51.67 $56.2K - $61.3K
43.9K $2.23M
KO
Coca Cola CO

Consumer Defensive
545
+ 3.06%
$68.37 - $73.9 $37.3K - $40.3K
18.4K $1.3M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
278
+ 0.94%
$46.46 - $47.44 $12.9K - $13.2K
29.9K $1.42M
USRT
Ishares Core U.S. Reit ETF

ETFs
507
+ 4.97%
$50.37 - $57.97 $25.5K - $29.4K
10.7K $605K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.82K
+ 6.17%
$24.32 - $27.87 $141K - $162K
100K $2.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
94
+ 0.48%
$47.46 - $55.3 $4.46K - $5.2K
19.5K $1.07M
Bitwise Bitcoin ETF Tr
2.56K
+ 2.8%
N/A
93.9K $0
Bitwise Ethereum ETF
11.9K
+ 7.63%
N/A
168K $0
Valued Advisers Tr
10.9K
+ 41.33%
N/A
37.4K $0
J P Morgan Exchange Traded F
27.9K
+ 235.49%
N/A
39.8K $0
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
427
+ 2.59%
$12.71 - $14.52 $5.43K - $6.2K
16.9K $235K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
44
+ 0.33%
$20.13 - $22.17 $886 - $975
13.5K $292K
ET
Energy Transfer LP

Energy
435
+ 1.09%
$15.65 - $18.93 $6.81K - $8.23K
40.4K $731K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
229
+ 0.99%
$90.85 - $102.31 $20.8K - $23.4K
23.3K $2.34M
PFE
Pfizer Inc

Healthcare
185
+ 0.82%
$21.59 - $24.84 $3.99K - $4.6K
22.7K $549K
XOM
Exxon Mobil Corp

Energy
1.75K
+ 6.91%
$99.93 - $119.04 $175K - $209K
27.1K $2.93M
EPD
Enterprise Products Partners L.P.

Energy
46
+ 0.15%
$28.95 - $34.22 $1.33K - $1.57K
31.6K $979K
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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