Beaird Harris Wealth Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.4B

Holdings

724

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (724 positions)

StockValue
RIVNRIVIAN AUTOMOTIVE INC
$82K
SHVISHARES TR
$80K
PANWPALO ALTO NETWORKS INC
$79K
SPYMSPDR SERIES TRUST
$78K
EVRGEVERGY INC
$78K
BMYBRISTOL-MYERS SQUIBB CO
$78K
MLB1MERCADOLIBRE INC
$77K
TRVCCITIGROUP INC
$76K
UGIUGI CORP NEW
$75K
SCHMSCHWAB STRATEGIC TR
$75K
CEPFCANTOR EQUITY PARTNERS INC
$73K
DFAWDIMENSIONAL ETF TRUST
$72K
QUSSPDR SERIES TRUST
$72K
RCLROYAL CARIBBEAN GROUP
$71K
MOALTRIA GROUP INC
$70K
IJHISHARES TR
$66K
EFAVISHARES TR
$66K
USBUS BANCORP DEL
$64K
QQQEDIREXION SHS ETF TR
$63K
LRCXLAM RESEARCH CORP
$63K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$63K
AQLTISHARES TR
$63K
KLACKLA CORP
$63K
MAMASTERCARD INCORPORATED
$62K
VIGVANGUARD SPECIALIZED FUNDS
$62K
VGITVANGUARD SCOTTSDALE FDS
$62K
SCHGSCHWAB STRATEGIC TR
$61K
ESEVERSOURCE ENERGY
$60K
VGTVANGUARD WORLD FD
$60K
GEVGE VERNOVA INC
$59K
CSCOCISCO SYS INC
$59K
UNHUNITEDHEALTH GROUP INC
$58K
SPOTSPOTIFY TECHNOLOGY S A
$58K
NINISOURCE INC
$58K
IQDGWISDOMTREE TR
$57K
COFCAPITAL ONE FINL CORP
$57K
NRANRG ENERGY INC
$57K
VFQYVANGUARD WELLINGTON FD
$57K
DWDMORGAN STANLEY
$57K
TYLTYLER TECHNOLOGIES INC
$56K
NDQINVESCO QQQ TR
$56K
EWXSPDR INDEX SHS FDS
$54K
UPSUNITED PARCEL SERVICE INC
$54K
KMIKINDER MORGAN INC DEL
$52K
DVNDEVON ENERGY CORP NEW
$52K
MRKMERCK & CO INC
$51K
GLDMWORLD GOLD TR
$51K
EPDENTERPRISE PRODS PARTNERS L
$49K
NKENIKE INC
$48K
SMCISUPER MICRO COMPUTER INC
$48K
WMBWILLIAMS COS INC
$48K
MDTMEDTRONIC PLC
$48K
OGSONE GAS INC
$47K
FPXFIRST TR EXCHANGE-TRADED FD
$46K
PWBINVESCO EXCHANGE TRADED FD T
$45K
SAPSAP SE
$45K
CMICUMMINS INC
$44K
NOBLPROSHARES TR
$44K
SOSOUTHERN CO
$44K
JGROJ P MORGAN EXCHANGE TRADED F
$44K
SLVISHARES SILVER TR
$43K
HIMSHIMS & HERS HEALTH INC
$43K
TRGPTARGA RES CORP
$43K
URIUNITED RENTALS INC
$43K
DFISDIMENSIONAL ETF TRUST
$43K
GEGE AEROSPACE
$42K
AFLAFLAC INC
$42K
SPEMSPDR INDEX SHS FDS
$41K
ENBENBRIDGE INC
$41K
IDUISHARES TR
$41K
DDDUPONT DE NEMOURS INC
$40K
SCHWSCHWAB CHARLES CORP
$40K
AEPAMERICAN ELEC PWR CO INC
$40K
GMGENERAL MTRS CO
$40K
MLPAGLOBAL X FDS
$40K
YUMYUM BRANDS INC
$40K
HSYHERSHEY CO
$39K
CWTCALIFORNIA WTR SVC GROUP
$39K
TSNTYSON FOODS INC
$38K
AORISHARES TR
$38K
LMTLOCKHEED MARTIN CORP
$38K
SWKSTANLEY BLACK & DECKER INC
$38K
BROBROWN & BROWN INC
$37K
HEFAISHARES TR
$37K
BENFRANKLIN RESOURCES INC
$36K
USMVISHARES TR
$35K
DYHTARGET CORP
$35K
CMCSACOMCAST CORP NEW
$35K
MTSIMACOM TECH SOLUTIONS HLDGS I
$34K
LDOSLEIDOS HOLDINGS INC
$34K
DGROISHARES TR
$34K
KHCKRAFT HEINZ CO
$32K
ETHWBITWISE ETHEREUM ETF
$32K
CBXJCALAMOS ETF TR
$32K
VFCV F CORP
$32K
BIZDVANECK ETF TRUST
$31K
IONQIONQ INC
$31K
ADIANALOG DEVICES INC
$31K
ASMLASML HOLDING N V
$30K
IDV*ISHARES TR
$30K
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