Beam Wealth Advisors, Inc. Sells in Q4 2024

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-148K
- 74.79%
$110.82 - $121.28 $16.4M - $17.9M
49.8K $5.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-82.1K
- 25.42%
$81.68 - $82.93 $6.71M - $6.81M
241K $19.7M
NVDA
Nvidia Corp

Technology
-43.7K
- 33.1%
$117.0 - $148.88 $5.11M - $6.51M
88.4K $11.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.86K
- 5.18%
$87.1 - $98.49 $162K - $183K
34.1K $2.98M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.72K
- 3.64%
$64.18 - $70.42 $110K - $121K
45.4K $2.93M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.59K
- 6.46%
$60.73 - $64.94 $279K - $298K
66.4K $4.07M
MSFT
Microsoft Corp

Technology
-624
- 5.16%
$406.35 - $454.46 $254K - $284K
11.5K $4.83M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.42K
- 1.75%
$91.94 - $100.02 $131K - $142K
79.9K $7.4M
EFG
Msci Eafe Growth ETF

ETFs
-194
- 0.62%
$96.83 - $106.88 $18.8K - $20.7K
31.3K $3.03M
FIDI
Fidelity Covington Tr

ETFs
-4.3K
- 5.19%
$19.3 - $21.68 $82.9K - $93.2K
78.4K $1.53M
URTH
Ishares Msci World ETF

ETFs
-1.17K
- 4.41%
$153.73 - $162.67 $180K - $190K
25.4K $3.94M
IGF
Ishares Global Infrastructure

ETFs
-2.3K
- 6.17%
$51.2 - $55.7 $118K - $128K
34.9K $1.83M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.33K
- 3.46%
$87.25 - $95.52 $203K - $222K
64.9K $5.74M
FMAG
Fidelity Covington Tr

ETFs
-7.06K
- 5.61%
$30.3 - $32.46 $214K - $229K
119K $3.68M
VEA
Vanguard Ftse Developed Market

ETFs
-2.04K
- 16.02%
$47.57 - $52.44 $97.2K - $107K
10.7K $512K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.66K
- 9.01%
$129.96 - $144.97 $346K - $386K
26.9K $3.75M
IWM
Ishares Russell 2000 ETF

ETFs
-685
- 3.08%
$216.13 - $242.4 $148K - $166K
21.5K $4.76M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.39K
- 7.36%
$26.48 - $32.72 $36.8K - $45.5K
17.5K $485K
CLOI
Vaneck ETF Tr

ETFs
-2.11K
- 16.02%
$52.7 - $53.15 $111K - $112K
11.1K $584K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-897
- 4.86%
$48.17 - $53.38 $43.2K - $47.9K
17.6K $856K
VZ
Verizon Communications Inc

Communication Services
-762
- 5.51%
$39.6 - $45.21 $30.2K - $34.5K
13.1K $522K
INTC
Intel Corp

Technology
-1.77K
- 10.35%
$19.07 - $26.23 $33.8K - $46.5K
15.4K $308K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.39K
- 4.53%
$46.63 - $47.41 $64.7K - $65.8K
29.3K $1.36M
TDVG
T Rowe Price Exchange Traded F

Technology
-1.65K
- 13.87%
$39.51 - $41.92 $65.2K - $69.2K
10.2K $405K
USRT
Ishares Core U.S. Reit ETF

ETFs
-441
- 3.87%
$55.97 - $62.75 $24.7K - $27.7K
10.9K $627K
QDEF
Flexshares Quality Div Defensi

ETFs
-746
- 4.53%
$70.22 - $73.73 $52.4K - $55K
15.7K $1.1M
FDVV
Fidelity High Dividend ETF

ETFs
-847
- 2.95%
$49.66 - $52.63 $42.1K - $44.6K
27.9K $1.39M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-4.4K
- 11.46%
$7.5 - $8.25 $33K - $36.3K
34K $260K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-719
- 3.08%
$61.68 - $67.87 $44.3K - $48.8K
22.6K $1.41M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-207
- 1.9%
$32.75 - $35.81 $6.78K - $7.41K
10.7K $351K
KEY
Keycorp

Financial Services
-2.27K
- 9.53%
$16.21 - $19.97 $36.9K - $45.4K
21.6K $370K
QLV
Flexshares Us Quality Low Vola

ETFs
-37
- 0.24%
$65.2 - $68.29 $2.41K - $2.53K
15.3K $995K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-278
- 1.38%
$29.77 - $30.19 $8.28K - $8.39K
19.8K $591K
BMY
Bristol Myers Squibb CO

Healthcare
-1.37K
- 9.55%
$51.92 - $59.94 $71.1K - $82.1K
13K $733K
Grayscale Ethereum Trust ETF
-3.25K
- 10.72%
N/A
27.1K $0
T
At&T Inc.

Communication Services
-1.08K
- 2.34%
$21.22 - $23.88 $23K - $25.8K
45.2K $1.03M
VTRS
Viatris Inc

Healthcare
-2.23K
- 4.63%
$11.32 - $13.37 $25.2K - $29.8K
45.9K $571K
VTI
Vanguard Total Stock Market Et

ETFs
-157
- 1.46%
$280.04 - $302.45 $44K - $47.5K
10.6K $3.08M
VB
Vanguard Small Cap ETF

ETFs
-21
- 0.13%
$233.76 - $261.58 $4.91K - $5.49K
16.5K $3.96M
ET
Energy Transfer LP

Energy
-4.87K
- 11.02%
$16.05 - $19.86 $78.2K - $96.7K
39.3K $770K
WMB
Williams Companies, Inc.

Energy
-1.36K
- 7.45%
$46.37 - $59.74 $63.2K - $81.5K
17K $917K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.87K
- 23.02%
$47.29 - $84.74 $183K - $328K
12.9K $963K
WMT
Walmart Inc.

Consumer Defensive
-1.56K
- 5.6%
$79.1 - $95.7 $124K - $149K
26.3K $2.38M
IWP
Ishares Russell Mid Cap Growth

ETFs
-515
- 2.22%
$116.4 - $138.52 $59.9K - $71.3K
22.7K $2.88M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-677
- 4.05%
$370.24 - $418.94 $251K - $284K
16K $6.44M
DIS
Walt Disney CO

Communication Services
-716
- 3.81%
$92.39 - $117.6 $66.2K - $84.2K
18.1K $2.01M
KMI
Kinder Morgan, Inc.

Energy
-3.46K
- 4.2%
$22.59 - $28.54 $78.1K - $98.7K
78.8K $2.16M
AAPL
Apple Inc.

Technology
-403
- 1.26%
$221.69 - $259.02 $89.3K - $104K
31.5K $7.88M
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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