Beam Wealth Advisors, Inc. Portfolio Holdings
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
Beam Wealth Advisors, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $306 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $59M, Ishares Barclays 1 3 Year Trea with a value of $19.7M, Vaneck ETF Trust Inflation All with a value of $14.2M, Ishares Inc Msci Emerging Mkts with a value of $13.5M, and Nvidia Corp with a value of $11.9M.
Examining the 13F form we can see an decrease of $19.6M in the current position value, from $326M to 306M.
Below you can find more details about Beam Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
ETFs: $247 Million
Technology: $25.7 Million
Energy: $9.62 Million
Consumer Defensive: $6.26 Million
Financial Services: $5.9 Million
Consumer Cyclical: $4.84 Million
Communication Services: $3.56 Million
Healthcare: $2.31 Million
Other: $894,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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