Beam Wealth Advisors, Inc. Reduced Holdings in Q3 2025

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-172K
- 72.14%
$82.38 - $83.0 $14.2M - $14.3M
66.5K $5.52M
KMI
Kinder Morgan, Inc.

Energy
-17.4K
- 23.03%
$26.23 - $28.5 $457K - $496K
58.2K $1.65M
VB
Vanguard Small Cap ETF

ETFs
-3.31K
- 19.75%
$237.58 - $259.17 $787K - $858K
13.5K $3.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.12K
- 17.17%
$420.11 - $472.68 $892K - $1M
10.2K $4.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.44K
- 18.12%
$148.97 - $165.88 $662K - $737K
20.1K $3.3M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.13K
- 21.66%
$64.12 - $68.08 $457K - $485K
25.8K $1.75M
IDEV
Ishares Core Msci Intl Develop

ETFs
-5.9K
- 15.39%
$74.68 - $80.26 $440K - $473K
32.4K $2.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.04K
- 15.44%
$38.58 - $58.24 $78.9K - $119K
11.2K $438K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.16K
- 16.95%
$97.75 - $100.75 $309K - $318K
15.5K $1.55M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-8.32K
- 12.77%
$74.93 - $80.73 $623K - $672K
56.8K $4.58M
IWM
Ishares Russell 2000 ETF

ETFs
-3.2K
- 15.81%
$214.92 - $244.84 $688K - $783K
17K $4.12M
DIS
Walt Disney CO

Communication Services
-852
- 5.96%
$112.25 - $124.0 $95.6K - $106K
13.4K $1.54M
WMB
Williams Companies, Inc.

Energy
-3.69K
- 22.26%
$56.52 - $64.01 $208K - $236K
12.9K $815K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.28K
- 9.79%
$101.12 - $106.18 $230K - $242K
21K $2.16M
EPD
Enterprise Products Partners L.P.

Energy
-5.83K
- 18.44%
$30.74 - $32.14 $179K - $187K
25.8K $805K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.8K
- 19.49%
$55.15 - $58.11 $209K - $221K
15.7K $901K
T
At&T Inc.

Communication Services
-4.94K
- 10.88%
$26.94 - $29.62 $133K - $146K
40.5K $1.14M
BAC
Bank Of America Corp

Financial Services
-5.08K
- 19.96%
$44.92 - $52.42 $228K - $266K
20.4K $1.05M
QDEF
Flexshares Quality Div Defensi

ETFs
-2.96K
- 20.0%
$74.4 - $79.98 $221K - $237K
11.9K $948K
FDVV
Fidelity High Dividend ETF

ETFs
-4.69K
- 13.68%
$52.42 - $55.71 $246K - $261K
29.6K $1.65M
ET
Energy Transfer LP

Energy
-5.42K
- 13.41%
$17.11 - $18.16 $92.7K - $98.3K
35K $599K
BNDX
Vanguard Total International B

ETFs
-1.79K
- 14.4%
$49.0 - $49.51 $87.6K - $88.5K
10.6K $525K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.04K
- 12.24%
$18.04 - $21.14 $36.7K - $43K
14.6K $267K
PG
Procter & Gamble CO

Consumer Defensive
-21
- 0.19%
$150.47 - $161.22 $3.16K - $3.39K
10.8K $1.65M
CSCO
Cisco Systems, Inc.

Technology
-692
- 5.04%
$66.2 - $71.79 $45.8K - $49.7K
13K $891K
VTRS
Viatris Inc

Healthcare
-10.1K
- 23.64%
$8.74 - $10.69 $87.8K - $107K
32.5K $321K
QLV
Flexshares Us Quality Low Vola

ETFs
-1.57K
- 10.48%
$67.98 - $71.94 $107K - $113K
13.4K $965K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.15K
- 3.85%
$47.02 - $47.71 $54.2K - $55K
28.7K $1.37M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.06K
- 9.01%
$81.61 - $86.58 $86.8K - $92K
10.7K $915K
VEA
Vanguard Ftse Developed Market

ETFs
-1.2K
- 9.62%
$56.02 - $60.3 $67.4K - $72.5K
11.3K $677K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-2.74K
- 16.18%
$13.77 - $14.45 $37.7K - $39.5K
14.2K $204K
WMT
Walmart Inc.

Consumer Defensive
-1.56K
- 5.98%
$94.4 - $104.27 $147K - $162K
24.5K $2.52M
KEY
Keycorp

Financial Services
-2.49K
- 11.9%
$17.37 - $19.39 $43.2K - $48.2K
18.4K $344K
CGCP
Capital Group Core Plus Income

ETFs
-978
- 7.74%
$22.27 - $22.95 $21.8K - $22.4K
11.7K $264K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-408
- 2.51%
$85.01 - $90.35 $34.7K - $36.9K
15.9K $1.42M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.17K
- 9.93%
$28.15 - $30.13 $32.8K - $35.1K
10.6K $313K
KHC
Kraft Heinz CO

Consumer Defensive
-465
- 4.07%
$25.63 - $28.94 $11.9K - $13.5K
11K $285K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.22K
- 5.94%
$27.61 - $29.15 $33.6K - $35.4K
19.2K $560K
FTGS
First Tr Exchange Traded Fd Gr
-22
- 0.16%
N/A
13.8K $0
Grayscale Ethereum Trust ETF
-684
- 2.92%
N/A
22.7K $0
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
-29
- 0.22%
$21.34 - $21.93 $619 - $636
13.5K $293K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.7K
- 2.9%
$11.15 - $11.87 $30K - $32K
90.1K $1.05M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-1K
- 2.99%
$9.53 - $10.94 $9.53K - $10.9K
32.5K $342K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-356
- 3.19%
$82.96 - $95.7 $29.5K - $34.1K
10.8K $970K
CGDV
Capital Group Divid Value ETF

ETFs
-247
- 1.78%
$39.59 - $42.21 $9.78K - $10.4K
13.6K $572K
FMAG
Fidelity Covington Tr

ETFs
-1.31K
- 1.15%
$33.94 - $35.45 $44.5K - $46.5K
113K $3.97M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.05K
- 3.07%
$28.92 - $32.19 $30.5K - $33.9K
33.3K $1.06M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-34
- 0.21%
$52.31 - $56.47 $1.78K - $1.92K
15.8K $894K
IWP
Ishares Russell Mid Cap Growth

ETFs
-137
- 0.6%
$137.51 - $145.26 $18.8K - $19.9K
22.7K $3.23M
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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