Beam Wealth Advisors, Inc. Portfolio Holdings
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
Beam Wealth Advisors, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $289 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 $55.4M, Ishares Barclays 1 3 Year Trea with a value of $19.5M, Vaneck ETF Trust Inflation All with a value of $16.1M, Ishares Inc Msci Emerging Mkts with a value of $13.6M, and Nvidia Corp with a value of $8.38M.
Examining the 13F form we can see an decrease of $17.4M in the current position value, from $306M to 289M.
Below you can find more details about Beam Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
ETFs: $235 Million
Technology: $19.5 Million
Energy: $10.4 Million
Consumer Defensive: $6.16 Million
Financial Services: $5.96 Million
Communication Services: $5.05 Million
Consumer Cyclical: $3.26 Million
Healthcare: $1.97 Million
Other: $962,000