Beam Wealth Advisors, Inc. Closed Holding Positions

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
World Gold Tr
Q1 2022 Filed on Apr 26, 2022
40,975
N/A
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q4 2021 Filed on Jan 14, 2022
14,759
$105.21 - $107.0 $1.55M - $1.58M
VONG
Vanguard Russell 1000 Growth E

ETFs
Q4 2021 Filed on Jan 14, 2022
8,625
$69.67 - $79.55 $601K - $686K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Jan 14, 2022
10,907
$39.46 - $43.04 $430K - $469K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2021 Filed on Jan 14, 2022
10,062
$150.99 - $175.61 $1.52M - $1.77M
Altabancorp
Q4 2021 Filed on Jan 14, 2022
38,995
N/A
WTS
Watts Water Technologies Inc

Industrials
Q4 2021 Filed on Jan 14, 2022
2,325
$168.67 - $210.22 $392K - $489K
Prospect Cap Corp
Q4 2021 Filed on Jan 14, 2022
30,000
N/A
MGC
Vanguard Mega Cap ETF

ETFs
Q4 2021 Filed on Jan 14, 2022
2,165
$152.0 - $169.23 $329K - $366K
DHT
Dht Holdings, Inc.

Energy
Q4 2021 Filed on Jan 14, 2022
41,375
$5.11 - $7.08 $211K - $293K
SF
Stifel Financial Corp

Financial Services
Q4 2021 Filed on Jan 14, 2022
4,435
$65.84 - $77.66 $292K - $344K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
3,658
N/A
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q4 2021 Filed on Jan 14, 2022
3,680
$118.83 - $131.16 $437K - $483K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Jan 14, 2022
10,815
$87.51 - $89.66 $946K - $970K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
Q4 2021 Filed on Jan 14, 2022
21,275
$9.64 - $10.71 $205K - $228K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Jan 14, 2022
8,865
$30.42 - $30.64 $270K - $272K
Blackrock Tcp Capital Corp
Q4 2021 Filed on Jan 14, 2022
26,000
N/A
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Jan 14, 2022
14,839
$33.06 - $38.26 $491K - $568K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q4 2021 Filed on Jan 14, 2022
12,723
$10.82 - $12.45 $138K - $158K
REZ
Ishares Tr Residential And Mul

ETFs
Q4 2021 Filed on Jan 14, 2022
5,231
$86.13 - $98.23 $451K - $514K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q4 2021 Filed on Jan 14, 2022
8,648
$54.88 - $70.38 $475K - $609K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 14, 2022
1,274
$179.32 - $271.7 $228K - $346K
IHDG
Wisdomtree Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
19,143
$42.54 - $45.97 $814K - $880K
BYLD
Ishares Tr Yield Optimized Bd
Q4 2021 Filed on Jan 14, 2022
8,442
N/A
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2021 Filed on Jan 14, 2022
5,590
N/A
TFLO
Ishares Treasury Floating Rate

ETFs
Q4 2021 Filed on Jan 14, 2022
4,391
$50.25 - $50.27 $221K - $221K
ETSY
Etsy Inc

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
1,499
$198.72 - $296.91 $298K - $445K
CW
Curtiss Wright Corp

Industrials
Q4 2021 Filed on Jan 14, 2022
3,891
$123.91 - $138.98 $482K - $541K
FDL
First Tr Morningstar Dividend

ETFs
Q4 2021 Filed on Jan 14, 2022
39,575
$32.91 - $35.56 $1.3M - $1.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Jan 14, 2022
2,865
$81.21 - $82.44 $233K - $236K
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2021 Filed on Jan 14, 2022
3,650
$69.49 - $73.61 $254K - $269K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
Q4 2021 Filed on Jan 14, 2022
35,768
$29.3 - $31.9 $1.05M - $1.14M
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Jan 14, 2022
4,618
$243.54 - $297.71 $1.12M - $1.37M
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Jan 14, 2022
6,233
$63.81 - $71.97 $398K - $449K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Jan 14, 2022
433
$549.77 - $688.37 $238K - $298K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Jan 14, 2022
2,468
$83.15 - $103.7 $205K - $256K
RXI
Ishares Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
1,727
$163.45 - $187.08 $282K - $323K
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Jan 14, 2022
2,456
$150.2 - $173.71 $369K - $427K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q4 2021 Filed on Jan 14, 2022
3,365
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Jan 14, 2022
1,630
$130.98 - $134.88 $213K - $220K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2021 Filed on Jan 14, 2022
11,348
$5.28 - $5.93 $59.9K - $67.3K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q4 2021 Filed on Jan 14, 2022
20,073
$10.22 - $11.63 $205K - $233K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2021 Filed on Jan 14, 2022
3,297
$340.01 - $364.84 $1.12M - $1.2M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Jan 14, 2022
33,864
$26.61 - $27.97 $901K - $947K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2021 Filed on Jan 14, 2022
1,575
$168.72 - $185.72 $266K - $293K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2021 Filed on Jan 14, 2022
11,743
$18.53 - $22.21 $218K - $261K
Bancorpsouth Bk Tupelo Miss
Q4 2021 Filed on Jan 14, 2022
22,179
N/A
LRGF
Ishares Tr

ETFs
Q4 2021 Filed on Jan 14, 2022
5,813
$42.09 - $46.8 $245K - $272K
FNDB
Schwab Fundamental U S Broad M

ETFs
Q4 2021 Filed on Jan 14, 2022
10,060
$54.05 - $58.21 $544K - $586K
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email