Beam Wealth Advisors, Inc. Incresed Positions in Q3 2025

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.17K
+ 4.16%
$620.67 - $670.08 $2.59M - $2.79M
104K $69.8M
RAAX
Vaneck ETF Trust Inflation All

ETFs
44.1K
+ 6.7%
$31.5 - $34.46 $1.39M - $1.52M
702K $24.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21K
+ 7.24%
$62.54 - $68.42 $1.31M - $1.44M
311K $21M
VO
Vanguard Mid Cap ETF

ETFs
3.66K
+ 12.86%
$279.83 - $293.74 $1.03M - $1.08M
32.1K $9.44M
EFG
Msci Eafe Growth ETF

ETFs
12.3K
+ 36.16%
$106.99 - $114.46 $1.31M - $1.4M
46.2K $5.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.23K
+ 31.02%
$192.76 - $203.86 $815K - $862K
17.9K $3.63M
ISCG
Ishares Morningstar Small Cap

ETFs
11.1K
+ 18.64%
$49.84 - $55.14 $553K - $612K
70.6K $3.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
435
+ 4.08%
$546.99 - $602.2 $238K - $262K
11.1K $6.67M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
8.28K
+ 26.35%
$79.89 - $83.25 $661K - $689K
39.7K $3.28M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
13.1K
+ 25.96%
$42.79 - $45.73 $560K - $599K
63.5K $2.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.41K
+ 6.05%
$91.44 - $91.77 $495K - $497K
94.8K $8.7M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.55K
+ 12.64%
$50.7 - $54.86 $281K - $304K
49.4K $2.71M
PSLV
Sprott Physical Silver Trust

Financial Services
10.6K
+ 12.92%
$12.24 - $15.73 $129K - $166K
92.4K $1.45M
IEFA
Ishares Tr

ETFs
3.15K
+ 8.12%
$81.7 - $87.53 $257K - $276K
41.9K $3.66M
FIDI
Fidelity Covington Tr

ETFs
11.9K
+ 19.17%
$23.22 - $24.85 $277K - $296K
74K $1.81M
MSFT
Microsoft Corp

Technology
233
+ 2.2%
$491.09 - $535.64 $114K - $125K
10.8K $5.61M
PHYS
Sprott Physical Gold Trust

Financial Services
5.55K
+ 18.89%
$25.02 - $29.62 $139K - $164K
34.9K $1.03M
PFE
Pfizer Inc

Healthcare
9.97K
+ 43.95%
$23.29 - $25.88 $232K - $258K
32.6K $831K
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 0.14%
$303.93 - $329.86 $4.56K - $4.95K
11K $3.62M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.66K
+ 4.82%
$72.04 - $77.35 $120K - $128K
36.1K $2.77M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.54K
+ 27.41%
$48.72 - $50.73 $172K - $179K
16.4K $810K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
621
+ 5.75%
$87.07 - $93.06 $54.1K - $57.8K
11.4K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
446
+ 3.68%
$211.65 - $238.24 $94.4K - $106K
12.6K $2.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
690
+ 0.69%
$26.38 - $27.95 $18.2K - $19.3K
101K $2.75M
GUNR
Flexshares Tr Morningstar Glob

ETFs
356
+ 1.69%
$40.15 - $43.86 $14.3K - $15.6K
21.4K $938K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.18K
+ 1.92%
$55.61 - $57.37 $65.3K - $67.4K
62.2K $3.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
382
+ 1.96%
$53.81 - $57.52 $20.6K - $22K
19.9K $1.14M
IEF
Ishares Barclays

ETFs
98
+ 0.31%
$93.91 - $97.26 $9.2K - $9.53K
31.6K $3.05M
USRT
Ishares Core U.S. Reit ETF

ETFs
93
+ 0.87%
$55.64 - $59.37 $5.17K - $5.52K
10.8K $634K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
179
+ 1.66%
$23.82 - $25.84 $4.26K - $4.63K
10.9K $281K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
170
+ 0.22%
$16.46 - $17.1 $2.8K - $2.91K
78.3K $1.33M
SPSB
Spdr Portfolio Short Term Corp

ETFs
670
+ 4.07%
$30.02 - $30.29 $20.1K - $20.3K
17.1K $518K
HNDL
Strategy Shs

ETFs
178
+ 0.77%
$21.41 - $22.28 $3.81K - $3.97K
23.2K $515K
XYLD
Global X Fds S&P 500 Covered C

ETFs
77
+ 0.17%
$38.52 - $39.39 $2.97K - $3.03K
44.4K $1.74M
Bitwise Bitcoin ETF Tr
12.9K
+ 13.69%
N/A
107K $0
Bitwise Ethereum ETF
15.1K
+ 8.96%
N/A
183K $0
Fidelity Wise Origin Bitcoin
21.9K
+ 147.21%
N/A
36.8K $0
Valued Advisers Tr
5.99K
+ 16.04%
N/A
43.4K $0
Fidelity Ethereum Fd
37.6K
+ 104.78%
N/A
73.5K $0
KO
Coca Cola CO

Consumer Defensive
742
+ 4.04%
$65.67 - $71.67 $48.7K - $53.2K
19.1K $1.27M
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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