Beam Wealth Advisors, Inc. Portfolio Holdings
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
Beam Wealth Advisors, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $326 Million distributed in 102 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 $57.2M, Ishares Barclays 1 3 Year Trea with a value of $26.9M, Ishares Core High Dividend ETF with a value of $23.3M, Nvidia Corp with a value of $16M, and Ishares Inc Msci Emerging Mkts with a value of $13.7M.
Examining the 13F form we can see an increase of $22.4M in the current position value, from $303M to 326M.
Below you can find more details about Beam Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$326 Million
ETFs: $263 Million
Technology: $29.8 Million
Energy: $9.52 Million
Consumer Defensive: $6.38 Million
Financial Services: $5.63 Million
Consumer Cyclical: $3.83 Million
Communication Services: $3.44 Million
Healthcare: $2.43 Million
Other: $940,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|