Beaird Harris Wealth Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.2B

Holdings

505

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (505 positions)

StockValue
QUSSPDR SER TR
$65K
MLB1MERCADOLIBRE INC
$64K
LHXL3HARRIS TECHNOLOGIES INC
$64K
DUKDUKE ENERGY CORP NEW
$64K
AQLTISHARES TR
$62K
BTCGRAYSCALE BITCOIN MINI TR ET
$62K
TYLTYLER TECHNOLOGIES INC
$62K
PANWPALO ALTO NETWORKS INC
$60K
EWXSPDR INDEX SHS FDS
$57K
EQREQUITY RESIDENTIAL
$56K
WMBWILLIAMS COS INC
$55K
EVRGEVERGY INC
$55K
QQQEDIREXION SHS ETF TR
$54K
KMIKINDER MORGAN INC DEL
$54K
MRKMERCK & CO INC
$54K
USBUS BANCORP DEL
$54K
ESEVERSOURCE ENERGY
$53K
IQDGWISDOMTREE TR
$51K
AVGEAMERICAN CENTY ETF TR
$51K
IJHISHARES TR
$51K
METAMETA PLATFORMS INC
$51K
VNQIVANGUARD INTL EQUITY INDEX F
$51K
BROBROWN & BROWN INC
$50K
UPSUNITED PARCEL SERVICE INC
$49K
SCHGSCHWAB STRATEGIC TR
$48K
BIZDVANECK ETF TRUST
$47K
MAMASTERCARD INCORPORATED
$45K
MOALTRIA GROUP INC
$45K
RCLROYAL CARIBBEAN GROUP
$45K
OGSONE GAS INC
$44K
MLPAGLOBAL X FDS
$44K
NOBLPROSHARES TR
$44K
EFAVISHARES TR
$44K
TRVCCITIGROUP INC
$44K
DYHTARGET CORP
$43K
DVNDEVON ENERGY CORP NEW
$42K
CWTCALIFORNIA WTR SVC GROUP
$41K
GLDMWORLD GOLD TR
$41K
SPOTSPOTIFY TECHNOLOGY S A
$41K
VIGVANGUARD SPECIALIZED FUNDS
$41K
TRGPTARGA RES CORP
$40K
YUMYUM BRANDS INC
$40K
AEPAMERICAN ELEC PWR CO INC
$39K
DWDMORGAN STANLEY
$39K
DDDUPONT DE NEMOURS INC
$38K
WBAWALGREENS BOOTS ALLIANCE INC
$38K
IDUISHARES TR
$38K
SOSOUTHERN CO
$37K
NINISOURCE INC
$37K
VGTVANGUARD WORLD FD
$37K
BABOEING CO
$37K
AFLAFLAC INC
$37K
CSCOCISCO SYS INC
$37K
SAPSAP SE
$37K
ENBENBRIDGE INC
$36K
KLACKLA CORP
$36K
HEFAISHARES TR
$35K
SMCISUPER MICRO COMPUTER INC
$34K
EPDENTERPRISE PRODS PARTNERS L
$34K
TSNTYSON FOODS INC
$33K
NUTXNUTEX HEALTH INC
$33K
USMVISHARES TR
$33K
MTSIMACOM TECH SOLUTIONS HLDGS I
$33K
LMTLOCKHEED MARTIN CORP
$33K
IDV*ISHARES TR
$32K
SLVISHARES SILVER TR
$32K
CMICUMMINS INC
$31K
FPXFIRST TR EXCHANGE-TRADED FD
$31K
CMCSACOMCAST CORP NEW
$30K
DONSPDR DOW JONES INDL AVERAGE
$30K
ROKUROKU INC
$30K
MDTMEDTRONIC PLC
$29K
HSYHERSHEY CO
$29K
CPAYCORPAY INC
$29K
LRCXLAM RESEARCH CORP
$28K
MSTXTIDAL TR II
$28K
DFISDIMENSIONAL ETF TRUST
$28K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$28K
DOWDOW INC
$28K
UDRUDR INC
$28K
KHCKRAFT HEINZ CO
$28K
CBXJCALAMOS ETF TR
$27K
URIUNITED RENTALS INC
$26K
GMGENERAL MTRS CO
$26K
LYBLYONDELLBASELL INDUSTRIES N
$26K
SWKSTANLEY BLACK & DECKER INC
$26K
VFCV F CORP
$25K
NEONEOGENOMICS INC
$25K
TSLLDIREXION SHS ETF TR
$25K
EOGEOG RES INC
$25K
PAYXPAYCHEX INC
$25K
ADIANALOG DEVICES INC
$25K
ETENERGY TRANSFER L P
$25K
LDOSLEIDOS HOLDINGS INC
$24K
CTRACOTERRA ENERGY INC
$24K
HHHHOWARD HUGHES HOLDINGS INC
$24K
DISDISNEY WALT CO
$23K
SCHWSCHWAB CHARLES CORP
$23K
MDLZMONDELEZ INTL INC
$23K
CARRCARRIER GLOBAL CORPORATION
$23K
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