Beam Wealth Advisors, Inc. Reduced Holdings in Q3 2024

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-3.94K
- 27.36%
$100.75 - $111.62 $397K - $439K
10.5K $1.14M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.14K
- 4.34%
$49.83 - $62.75 $56.6K - $71.3K
25K $1.44M
MRO
Marathon Oil Corp

Energy
-1.34K
- 7.14%
$25.87 - $29.26 $34.7K - $39.3K
17.5K $465K
OGN
Organon & Co.

Healthcare
-854
- 4.49%
$18.65 - $23.03 $15.9K - $19.7K
18.2K $347K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.06K
- 5.19%
$38.51 - $41.48 $40.7K - $43.8K
19.3K $795K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.79K
- 10.45%
$95.1 - $106.76 $265K - $298K
23.9K $2.55M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.02K
- 6.35%
$61.11 - $67.85 $62.1K - $68.9K
15K $1.02M
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
-666
- 3.87%
$23.36 - $25.92 $15.6K - $17.3K
16.5K $422K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-698
- 4.04%
$14.16 - $14.47 $9.88K - $10.1K
16.6K $238K
Grayscale Ethereum Tr Eth
-23.8K
- 43.95%
N/A
30.3K $0
FDVV
Fidelity High Dividend ETF

ETFs
-2.25K
- 7.24%
$46.26 - $50.65 $104K - $114K
28.8K $1.46M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-2K
- 4.95%
$7.13 - $8.27 $14.3K - $16.5K
38.4K $317K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-350
- 2.56%
$15.71 - $18.52 $5.5K - $6.48K
13.3K $234K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-209
- 0.37%
$16.42 - $18.12 $3.43K - $3.79K
55.9K $1.01M
KHC
Kraft Heinz CO

Consumer Defensive
-365
- 2.93%
$31.86 - $36.13 $11.6K - $13.2K
12.1K $424K
HNDL
Strategy Shs

ETFs
-532
- 1.43%
$20.96 - $22.29 $11.2K - $11.9K
36.7K $815K
VTRS
Viatris Inc

Healthcare
-1.59K
- 3.2%
$10.32 - $12.13 $16.4K - $19.3K
48.1K $558K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-268
- 1.8%
$53.41 - $57.9 $14.3K - $15.5K
14.6K $844K
WMB
Williams Companies, Inc.

Energy
-539
- 2.86%
$41.24 - $46.22 $22.2K - $24.9K
18.3K $836K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.78K
- 3.48%
$11.52 - $12.52 $43.6K - $47.4K
105K $1.3M
KEY
Keycorp

Financial Services
-1.06K
- 4.25%
$13.95 - $17.34 $14.8K - $18.4K
23.9K $400K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-50
- 0.11%
$38.49 - $41.61 $1.92K - $2.08K
44.7K $1.86M
VZ
Verizon Communications Inc

Communication Services
-34
- 0.25%
$38.89 - $45.0 $1.32K - $1.53K
13.8K $620K
QDEF
Flexshares Quality Div Defensi

ETFs
-439
- 2.6%
$65.13 - $71.51 $28.6K - $31.4K
16.5K $1.18M
CAG
Conagra Brands Inc.

Consumer Defensive
-275
- 1.43%
$28.13 - $32.83 $7.74K - $9.03K
18.9K $614K
T
At&T Inc.

Communication Services
-2.86K
- 5.81%
$18.21 - $22.28 $52K - $63.6K
46.3K $1.02M
CADE
Cadence Bank

Financial Services
-1.5K
- 3.65%
$27.64 - $33.58 $41.5K - $50.4K
39.6K $1.26M
KMI
Kinder Morgan, Inc.

Energy
-765
- 0.92%
$19.72 - $22.22 $15.1K - $17K
82.2K $1.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-188
- 0.52%
$89.91 - $101.33 $16.9K - $19.1K
36K $3.53M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-371
- 0.57%
$63.28 - $70.06 $23.5K - $26K
65.3K $4.57M
WMT
Walmart Inc.

Consumer Defensive
-830
- 2.89%
$66.91 - $81.4 $55.5K - $67.6K
27.9K $2.25M
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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