Beam Wealth Advisors, Inc. Sells in Q2 2025

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-17K
- 51.11%
$83.97 - $92.85 $1.43M - $1.58M
16.3K $1.44M
DGRO
Ishares Core Dividend Growth E

ETFs
-25K
- 43.19%
$55.22 - $63.94 $1.38M - $1.6M
32.9K $2.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-15.7K
- 19.47%
$81.46 - $94.63 $1.28M - $1.49M
65.1K $6.16M
AAPL
Apple Inc.

Technology
-407
- 1.44%
$172.42 - $223.89 $70.2K - $91.1K
27.9K $5.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.09K
- 19.98%
$320.42 - $424.58 $990K - $1.31M
12.4K $5.25M
BMY
Bristol Myers Squibb CO

Healthcare
-273
- 2.24%
$44.12 - $59.6 $12K - $16.3K
11.9K $550K
FIDI
Fidelity Covington Tr

ETFs
-14.2K
- 18.62%
$19.44 - $23.7 $276K - $337K
62.1K $1.45M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.74K
- 26.34%
$45.98 - $56.15 $218K - $266K
13.2K $743K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.56K
- 7.72%
$96.84 - $99.46 $151K - $155K
18.6K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 0.27%
$157.66 - $172.39 $4.57K - $5K
10.8K $1.72M
CAG
Conagra Brands Inc.

Consumer Defensive
-220
- 1.31%
$20.4 - $26.78 $4.49K - $5.89K
16.6K $340K
IEF
Ishares Barclays

ETFs
-1.09K
- 3.33%
$93.15 - $96.56 $101K - $105K
31.5K $3.02M
T
At&T Inc.

Communication Services
-3.63K
- 7.41%
$26.33 - $28.94 $95.6K - $105K
45.4K $1.31M
KHC
Kraft Heinz CO

Consumer Defensive
-150
- 1.3%
$25.61 - $30.81 $3.84K - $4.62K
11.4K $294K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.86K
- 10.14%
$29.82 - $30.19 $55.3K - $56K
16.5K $496K
CGDV
Capital Group Divid Value ETF

ETFs
-2.85K
- 17.06%
$31.93 - $39.49 $91.1K - $113K
13.9K $547K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-274
- 0.61%
$35.62 - $39.64 $9.76K - $10.9K
44.3K $1.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.44K
- 10.38%
$61.79 - $76.67 $274K - $340K
38.3K $2.91M
IEFA
Ishares Tr

ETFs
-4.33K
- 10.06%
$67.83 - $84.09 $294K - $364K
38.8K $3.23M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-851
- 0.91%
$10.78 - $11.28 $9.17K - $9.6K
92.8K $1.03M
HNDL
Strategy Shs

ETFs
-402
- 1.72%
$19.2 - $21.66 $7.72K - $8.71K
23K $497K
VTRS
Viatris Inc

Healthcare
-642
- 1.49%
$7.26 - $9.12 $4.66K - $5.86K
42.5K $379K
KMI
Kinder Morgan, Inc.

Energy
-2.06K
- 2.65%
$25.21 - $29.4 $51.9K - $60.5K
75.6K $2.22M
QLV
Flexshares Us Quality Low Vola

ETFs
-271
- 1.78%
$59.53 - $68.1 $16.1K - $18.5K
15K $1.02M
QDEF
Flexshares Quality Div Defensi

ETFs
-647
- 4.18%
$62.5 - $74.05 $40.4K - $47.9K
14.8K $1.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-218
- 2.02%
$17.76 - $22.1 $3.87K - $4.82K
10.6K $233K
VB
Vanguard Small Cap ETF

ETFs
-1.05K
- 5.91%
$193.73 - $237.37 $204K - $250K
16.8K $3.97M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-61
- 0.38%
$47.29 - $53.34 $2.88K - $3.25K
15.9K $835K
KEY
Keycorp

Financial Services
-350
- 1.65%
$13.23 - $17.42 $4.63K - $6.1K
20.9K $364K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-500
- 1.47%
$7.65 - $9.71 $3.83K - $4.86K
33.5K $322K
WMB
Williams Companies, Inc.

Energy
-147
- 0.88%
$54.33 - $62.87 $7.99K - $9.24K
16.6K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-324
- 0.81%
$19.6 - $24.44 $6.35K - $7.92K
39.8K $971K
URTH
Ishares Msci World ETF

ETFs
-1.57K
- 6.38%
$136.3 - $169.38 $213K - $265K
23K $3.9M
GOOG
Alphabet Inc.

Communication Services
-13
- 0.13%
$146.58 - $180.01 $1.91K - $2.34K
10K $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-59
- 0.53%
$60.61 - $87.72 $3.58K - $5.18K
11.2K $946K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.29K
- 8.55%
$113.67 - $150.4 $260K - $344K
24.5K $3.69M
IWM
Ishares Russell 2000 ETF

ETFs
-200
- 0.98%
$174.82 - $215.79 $35K - $43.2K
20.2K $4.37M
DIS
Walt Disney CO

Communication Services
-684
- 4.57%
$81.72 - $124.01 $55.9K - $84.8K
14.3K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
-248
- 2.0%
$167.32 - $223.3 $41.5K - $55.4K
12.1K $2.66M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-447
- 0.68%
$60.34 - $74.89 $27K - $33.5K
65.2K $4.88M
FMAG
Fidelity Covington Tr

ETFs
-691
- 0.6%
$26.36 - $34.31 $18.2K - $23.7K
114K $3.91M
MSFT
Microsoft Corp

Technology
-155
- 1.44%
$354.56 - $497.45 $55K - $77.1K
10.6K $5.28M
NVDA
Nvidia Corp

Technology
-11.2K
- 14.45%
$94.31 - $157.99 $1.05M - $1.76M
66.1K $10.4M
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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