Beaird Harris Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.3B
Holdings
621
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (621 positions)
| Stock | Value |
|---|---|
BMYBRISTOL-MYERS SQUIBB CO | $83K |
UGIUGI CORP NEW | $82K |
BTCGRAYSCALE BITCOIN MINI TR ET | $82K |
DUKDUKE ENERGY CORP NEW | $81K |
IEMGISHARES INC | $81K |
CSXCSX CORP | $81K |
VFQYVANGUARD WELLINGTON FD | $81K |
BXBLACKSTONE INC | $80K |
SHVISHARES TR | $80K |
LHXL3HARRIS TECHNOLOGIES INC | $78K |
TJXTJX COS INC NEW | $78K |
RIVNRIVIAN AUTOMOTIVE INC | $77K |
PANWPALO ALTO NETWORKS INC | $76K |
LMNDLEMONADE INC | $74K |
VGITVANGUARD SCOTTSDALE FDS | $74K |
AMDADVANCED MICRO DEVICES INC | $73K |
SPYMSPDR SERIES TRUST | $72K |
SCHMSCHWAB STRATEGIC TR | $71K |
EVRGEVERGY INC | $70K |
CEPFCANTOR EQUITY PARTNERS INC | $69K |
RCLROYAL CARIBBEAN GROUP | $68K |
QUSSPDR SERIES TRUST | $68K |
UPSUNITED PARCEL SERVICE INC | $65K |
TYLTYLER TECHNOLOGIES INC | $63K |
AQLTISHARES TR | $63K |
KMIKINDER MORGAN INC DEL | $62K |
CLSCELESTICA INC | $62K |
IJHISHARES TR | $61K |
QQQEDIREXION SHS ETF TR | $61K |
MOALTRIA GROUP INC | $61K |
TRVCCITIGROUP INC | $61K |
USBUS BANCORP DEL | $60K |
VIGVANGUARD SPECIALIZED FUNDS | $59K |
VNQIVANGUARD INTL EQUITY INDEX F | $57K |
IQDGWISDOMTREE TR | $57K |
CSCOCISCO SYS INC | $57K |
AVGEAMERICAN CENTY ETF TR | $56K |
MAMASTERCARD INCORPORATED | $56K |
UNHUNITEDHEALTH GROUP INC | $55K |
ESEVERSOURCE ENERGY | $54K |
NINISOURCE INC | $54K |
WBAWALGREENS BOOTS ALLIANCE INC | $53K |
EWXSPDR INDEX SHS FDS | $50K |
KLACKLA CORP | $49K |
SMCISUPER MICRO COMPUTER INC | $49K |
DWDMORGAN STANLEY | $49K |
EPDENTERPRISE PRODS PARTNERS L | $48K |
SAPSAP SE | $48K |
DISDISNEY WALT CO | $48K |
MRKMERCK & CO INC | $48K |
NKENIKE INC | $47K |
DVNDEVON ENERGY CORP NEW | $47K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $47K |
VGTVANGUARD WORLD FD | $45K |
BROBROWN & BROWN INC | $44K |
MSTXTIDAL TR II | $44K |
GLDMWORLD GOLD TR | $43K |
NOBLPROSHARES TR | $43K |
EFAVISHARES TR | $43K |
MDTMEDTRONIC PLC | $43K |
LRCXLAM RESEARCH CORP | $43K |
OGSONE GAS INC | $42K |
SOSOUTHERN CO | $42K |
MLPAGLOBAL X FDS | $41K |
DFISDIMENSIONAL ETF TRUST | $40K |
TSNTYSON FOODS INC | $40K |
JGROJ P MORGAN EXCHANGE TRADED F | $40K |
YUMYUM BRANDS INC | $40K |
FPXFIRST TR EXCHANGE-TRADED FD | $40K |
IDUISHARES TR | $39K |
CMCSACOMCAST CORP NEW | $39K |
DYHTARGET CORP | $38K |
CWTCALIFORNIA WTR SVC GROUP | $38K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $38K |
AEPAMERICAN ELEC PWR CO INC | $38K |
WMBWILLIAMS COS INC | $38K |
HIMSHIMS & HERS HEALTH INC | $38K |
SPEMSPDR INDEX SHS FDS | $38K |
SPOTSPOTIFY TECHNOLOGY S A | $38K |
ROKUROKU INC | $37K |
ENBENBRIDGE INC | $37K |
BENFRANKLIN RESOURCES INC | $37K |
AFLAFLAC INC | $37K |
LMTLOCKHEED MARTIN CORP | $36K |
HEFAISHARES TR | $35K |
TRGPTARGA RES CORP | $35K |
DDDUPONT DE NEMOURS INC | $35K |
SWKSTANLEY BLACK & DECKER INC | $34K |
CMICUMMINS INC | $34K |
BIZDVANECK ETF TRUST | $34K |
SLVISHARES SILVER TR | $33K |
URIUNITED RENTALS INC | $33K |
USMVISHARES TR | $33K |
KHCKRAFT HEINZ CO | $32K |
DGROISHARES TR | $32K |
ONDSONDAS HLDGS INC | $31K |
IDV*ISHARES TR | $31K |
GMGENERAL MTRS CO | $30K |
CBXJCALAMOS ETF TR | $30K |
ADIANALOG DEVICES INC | $29K |