Beam Wealth Advisors, Inc. Portfolio Holdings
Beam Wealth Advisors, Inc.
- $303 Million
- Q2 2024
Beam Wealth Advisors, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $303 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 $50.2M, Ishares Barclays 1 3 Year Trea with a value of $25.6M, Ishares Core High Dividend ETF with a value of $21.2M, Nvidia Corp with a value of $16.1M, and Ishares Inc Msci Emerging Mkts with a value of $12.9M.
Examining the 13F form we can see an increase of $137M in the current position value, from $166M to 303M.
Below you can find more details about Beam Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
ETFs: $237 Million
Technology: $29.1 Million
Financial Services: $11 Million
Energy: $9.31 Million
Consumer Defensive: $5.54 Million
Consumer Cyclical: $4.06 Million
Communication Services: $3.31 Million
Healthcare: $2.03 Million
Other: $0