BEAM WEALTH ADVISORS, INC. Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$335.5B
Holdings
107
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JOFJAPAN SMALLER CAPITALIZATION | 33,500 | $322.9M | 0.10% | |
| 102 | KHCKRAFT HEINZ CO | 11,416 | $294.8M | 0.09% | |
| 103 | DJIAGLOBAL X FDS | 13,479 | $292.2M | 0.09% | |
| 104 | CGCPCAPITAL GRP FIXED INCM ETF T | 12,634 | $284.3M | 0.08% | |
| 105 | SCHBSCHWAB STRATEGIC TR | 10,763 | $256.5M | 0.08% | |
| 106 | PTYPIMCO CORPORATE & INCOME OPP | 16,914 | $235.3M | 0.07% | |
| 107 | SCHFSCHWAB STRATEGIC TR | 10,579 | $233.8M | 0.07% |
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