Beaird Harris Wealth Management, LLC Q2 2023 Filing

Filed July 26, 2023

Portfolio Value

$835.5B

Holdings

472

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (472 positions)

#StockSharesValue% PortfolioType
101
VNQVANGUARD INDEX FDS
49,090$4K0.00%
102
SPYSPDR S&P 500 ETF TR
9,457$4K0.00%
103
VTIVANGUARD INDEX FDS
20,183$4K0.00%
104
SHWSHERWIN WILLIAMS CO
13,344$3K0.00%
105
BSVVANGUARD BD INDEX FDS
40,273$3K0.00%
106
AAPLAPPLE INC
20,103$3K0.00%
107
OKEONEOK INC NEW
32,475$2K0.00%
108
DFUSDIMENSIONAL ETF TRUST
46,161$2K0.00%
109
SUBISHARES TR
26,474$2K0.00%
110
HONHONEYWELL INTL INC
12,262$2K0.00%
111
MSFTMICROSOFT CORP
5,405$1K0.00%
112
TXNTEXAS INSTRS INC
6,589$1K0.00%
113
DLSWISDOMTREE TR
22,066$1K0.00%
114
IYEISHARES TR
0$1K0.00%
115
DFACDIMENSIONAL ETF TRUST
55,676$1K0.00%
116
VBVANGUARD INDEX FDS
8,850$1K0.00%
117
ESGUISHARES TR
0$1K0.00%
118
VTVVANGUARD INDEX FDS
12,415$1K0.00%
119
VBRVANGUARD INDEX FDS
10,904$1K0.00%
120
PANWPALO ALTO NETWORKS INC
60$00.00%
121
CCIVGBPLUCID GROUP INC
276$00.00%
122
ICEINTERCONTINENTAL EXCHANGE IN
650$00.00%
123
PRUPRUDENTIAL FINL INC
103$00.00%
124
AJGGALLAGHER ARTHUR J & CO
41$00.00%
125
PNWPINNACLE WEST CAP CORP
109$00.00%
126
LVLNSPDR SER TR
1,142$00.00%
127
RBLXROBLOX CORP
32$00.00%
128
CMGCHIPOTLE MEXICAN GRILL INC
1$00.00%
129
DOWDOW INC
2,581$00.00%
130
VWOVANGUARD INTL EQUITY INDEX F
13,808$00.00%
131
APSGBPAPTOSE BIOSCIENCES INC
250$00.00%
132
ZSZSCALER INC
22$00.00%
133
CABACABALETTA BIO INC
79$00.00%
134
CTEFEA SERIES TRUST
40,599$00.00%
135
TYLTYLER TECHNOLOGIES INC
100$00.00%
136
SPOTSPOTIFY TECHNOLOGY S A
10$00.00%
137
BABAALIBABA GROUP HLDG LTD
117$00.00%
138
REZIRESIDEO TECHNOLOGIES INC
2,000$00.00%
139
BNDXVANGUARD CHARLOTTE FDS
566$00.00%
140
JPMJPMORGAN CHASE & CO
1,414$00.00%
141
TAT&T INC
20,133$00.00%
142
IIPRINNOVATIVE INDL PPTYS INC
281$00.00%
143
GSLCGOLDMAN SACHS ETF TR
18$00.00%
144
MTSIMACOM TECH SOLUTIONS HLDGS I
325$00.00%
145
4I1PHILIP MORRIS INTL INC
141$00.00%
146
EFAISHARES TR
7,703$00.00%
147
SCHFSCHWAB STRATEGIC TR
20,118$00.00%
148
PUBMPUBMATIC INC
200$00.00%
149
BMYBRISTOL-MYERS SQUIBB CO
1,005$00.00%
150
RWJINVESCO EXCH TRADED FD TR II
31$00.00%
151
USBUS BANCORP DEL
770$00.00%
152
SCHWSCHWAB CHARLES CORP
277$00.00%
153
EFVISHARES TR
6,422$00.00%
154
HTHHILLTOP HOLDINGS INC
4,223$00.00%
155
BABOEING CO
328$00.00%
156
AMDADVANCED MICRO DEVICES INC
1,264$00.00%
157
MQ8MAG SILVER CORP
660$00.00%
158
UPSUNITED PARCEL SERVICE INC
445$00.00%
159
UWMCUWM HOLDINGS CORPORATION
2,304$00.00%
160
PGPROCTER AND GAMBLE CO
2,387$00.00%
161
SOXXISHARES TR
24$00.00%
162
DYHTARGET CORP
269$00.00%
163
AMGNAMGEN INC
883$00.00%
164
PLTRPALANTIR TECHNOLOGIES INC
516$00.00%
165
DALDELTA AIR LINES INC DEL
105$00.00%
166
MUMICRON TECHNOLOGY INC
49$00.00%
167
FSLRFIRST SOLAR INC
8$00.00%
168
MIGAMICROSTRATEGY INC
37$00.00%
169
OBKORIGIN BANCORP INC
4,940$00.00%
170
EMREMERSON ELEC CO
1,689$00.00%
171
RLIRLI CORP
1,178$00.00%
172
DDOMINION ENERGY INC
50$00.00%
173
DONSPDR DOW JONES INDL AVERAGE
14$00.00%
174
IGIBISHARES TR
1,350$00.00%
175
BNDVANGUARD BD INDEX FDS
3,655$00.00%
176
KELKELLOGG CO
265$00.00%
177
INDIE SEMICONDUCTOR INC
1,269$00.00%
178
HDHOME DEPOT INC
1,025$00.00%
179
FPXFIRST TR EXCHANGE TRADED FD
274$00.00%
180
IWBISHARES TR
811$00.00%
181
BACVERIZON COMMUNICATIONS INC
4,239$00.00%
182
GSIEGOLDMAN SACHS ETF TR
42$00.00%
183
IVWISHARES TR
550$00.00%
184
MRO*MARATHON OIL CORP
2,809$00.00%
185
AVGEAMERICAN CENTY ETF TR
249$00.00%
186
GOOGLALPHABET INC
1,311$00.00%
187
IJRISHARES TR
190$00.00%
188
NEONEOGENOMICS INC
2,675$00.00%
189
AMRNAMARIN CORP PLC
15,000$00.00%
190
SLVISHARES SILVER TR
1,020$00.00%
191
VCSHVANGUARD SCOTTSDALE FDS
3,333$00.00%
192
IEMGISHARES INC
66$00.00%
193
MDYSPDR S&P MIDCAP 400 ETF TR
46$00.00%
194
ALSALLSTATE CORP
300$00.00%
195
UNHUNITEDHEALTH GROUP INC
100$00.00%
196
IUSGISHARES TR
114$00.00%
197
JNJJOHNSON & JOHNSON
2,329$00.00%
198
STXSEAGATE TECHNOLOGY HLDNGS PL
68$00.00%
199
SLBSCHLUMBERGER LTD
38$00.00%
200
COTYCOTY INC
538$00.00%
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