Beaird Harris Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.3T
Holdings
621
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (621 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BMYBRISTOL-MYERS SQUIBB CO | 1,796 | $83.1M | 0.01% | |
| 202 | UGIUGI CORP NEW | 2,250 | $81.9M | 0.01% | |
| 203 | BTCGRAYSCALE BITCOIN MINI TR ET | 1,711 | $81.7M | 0.01% | |
| 204 | DUKDUKE ENERGY CORP NEW | 687 | $81.1M | 0.01% | |
| 205 | IEMGISHARES INC | 1,350 | $81.0M | 0.01% | |
| 206 | CSXCSX CORP | 2,475 | $80.8M | 0.01% | |
| 207 | VFQYVANGUARD WELLINGTON FD | 561 | $80.7M | 0.01% | |
| 208 | BXBLACKSTONE INC | 538 | $80.5M | 0.01% | |
| 209 | SHVISHARES TR | 723 | $79.8M | 0.01% | |
| 210 | LHXL3HARRIS TECHNOLOGIES INC | 312 | $78.3M | 0.01% | |
| 211 | TJXTJX COS INC NEW | 630 | $77.8M | 0.01% | |
| 212 | RIVNRIVIAN AUTOMOTIVE INC | 5,610 | $77.1M | 0.01% | |
| 213 | PANWPALO ALTO NETWORKS INC | 372 | $76.1M | 0.01% | |
| 214 | LMNDLEMONADE INC | 1,700 | $74.5M | 0.01% | |
| 215 | VGITVANGUARD SCOTTSDALE FDS | 1,238 | $74.0M | 0.01% | |
| 216 | AMDADVANCED MICRO DEVICES INC | 515 | $73.1M | 0.01% | |
| 217 | SPYMSPDR SERIES TRUST | 995 | $72.3M | 0.01% | |
| 218 | SCHMSCHWAB STRATEGIC TR | 2,530 | $71.0M | 0.01% | |
| 219 | EVRGEVERGY INC | 1,018 | $70.2M | 0.01% | |
| 220 | CEPFCANTOR EQUITY PARTNERS INC | 2,477 | $68.8M | 0.01% | |
| 221 | RCLROYAL CARIBBEAN GROUP | 218 | $68.2M | 0.01% | |
| 222 | QUSSPDR SERIES TRUST | 418 | $68.2M | 0.01% | |
| 223 | UPSUNITED PARCEL SERVICE INC | 645 | $65.1M | 0.01% | |
| 224 | TYLTYLER TECHNOLOGIES INC | 107 | $63.4M | 0.00% | |
| 225 | AQLTISHARES TR | 2,725 | $62.6M | 0.00% | |
| 226 | KMIKINDER MORGAN INC DEL | 2,125 | $62.5M | 0.00% | |
| 227 | CLSCELESTICA INC | 400 | $62.4M | 0.00% | |
| 228 | IJHISHARES TR | 990 | $61.4M | 0.00% | |
| 229 | QQQEDIREXION SHS ETF TR | 624 | $61.3M | 0.00% | |
| 230 | MOALTRIA GROUP INC | 1,041 | $61.0M | 0.00% | |
| 231 | TRVCCITIGROUP INC | 711 | $60.5M | 0.00% | |
| 232 | USBUS BANCORP DEL | 1,318 | $59.6M | 0.00% | |
| 233 | VIGVANGUARD SPECIALIZED FUNDS | 288 | $58.9M | 0.00% | |
| 234 | VNQIVANGUARD INTL EQUITY INDEX F | 1,244 | $57.4M | 0.00% | |
| 235 | IQDGWISDOMTREE TR | 1,440 | $57.1M | 0.00% | |
| 236 | CSCOCISCO SYS INC | 821 | $57.0M | 0.00% | |
| 237 | AVGEAMERICAN CENTY ETF TR | 723 | $56.0M | 0.00% | |
| 238 | MAMASTERCARD INCORPORATED | 99 | $55.5M | 0.00% | |
| 239 | UNHUNITEDHEALTH GROUP INC | 175 | $54.6M | 0.00% | |
| 240 | ESEVERSOURCE ENERGY | 850 | $54.1M | 0.00% | |
| 241 | NINISOURCE INC | 1,328 | $53.6M | 0.00% | |
| 242 | WBAWALGREENS BOOTS ALLIANCE INC | 4,636 | $53.2M | 0.00% | |
| 243 | EWXSPDR INDEX SHS FDS | 801 | $49.7M | 0.00% | |
| 244 | KLACKLA CORP | 55 | $49.3M | 0.00% | |
| 245 | SMCISUPER MICRO COMPUTER INC | 1,000 | $49.0M | 0.00% | |
| 246 | DWDMORGAN STANLEY | 346 | $48.7M | 0.00% | |
| 247 | EPDENTERPRISE PRODS PARTNERS L | 1,558 | $48.3M | 0.00% | |
| 248 | SAPSAP SE | 159 | $48.3M | 0.00% | |
| 249 | DISDISNEY WALT CO | 386 | $47.9M | 0.00% | |
| 250 | MRKMERCK & CO INC | 601 | $47.6M | 0.00% | |
| 251 | NKENIKE INC | 668 | $47.5M | 0.00% | |
| 252 | DVNDEVON ENERGY CORP NEW | 1,473 | $46.9M | 0.00% | |
| 253 | MTSIMACOM TECH SOLUTIONS HLDGS I | 325 | $46.6M | 0.00% | |
| 254 | VGTVANGUARD WORLD FD | 68 | $45.1M | 0.00% | |
| 255 | BROBROWN & BROWN INC | 399 | $44.2M | 0.00% | |
| 256 | MSTXTIDAL TR II | 1,093 | $44.1M | 0.00% | |
| 257 | GLDMWORLD GOLD TR | 662 | $43.4M | 0.00% | |
| 258 | NOBLPROSHARES TR | 427 | $43.0M | 0.00% | |
| 259 | EFAVISHARES TR | 509 | $42.8M | 0.00% | |
| 260 | MDTMEDTRONIC PLC | 490 | $42.7M | 0.00% | |
| 261 | LRCXLAM RESEARCH CORP | 438 | $42.6M | 0.00% | |
| 262 | OGSONE GAS INC | 586 | $42.1M | 0.00% | |
| 263 | SOSOUTHERN CO | 453 | $41.6M | 0.00% | |
| 264 | MLPAGLOBAL X FDS | 821 | $41.2M | 0.00% | |
| 265 | DFISDIMENSIONAL ETF TRUST | 1,352 | $40.3M | 0.00% | |
| 266 | TSNTYSON FOODS INC | 719 | $40.2M | 0.00% | |
| 267 | JGROJ P MORGAN EXCHANGE TRADED F | 466 | $40.1M | 0.00% | |
| 268 | YUMYUM BRANDS INC | 269 | $39.9M | 0.00% | |
| 269 | FPXFIRST TR EXCHANGE-TRADED FD | 274 | $39.7M | 0.00% | |
| 270 | IDUISHARES TR | 370 | $38.7M | 0.00% | |
| 271 | CMCSACOMCAST CORP NEW | 1,084 | $38.7M | 0.00% | |
| 272 | DYHTARGET CORP | 390 | $38.5M | 0.00% | |
| 273 | CWTCALIFORNIA WTR SVC GROUP | 846 | $38.5M | 0.00% | |
| 274 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 1,842 | $38.4M | 0.00% | |
| 275 | AEPAMERICAN ELEC PWR CO INC | 370 | $38.4M | 0.00% | |
| 276 | WMBWILLIAMS COS INC | 609 | $38.3M | 0.00% | |
| 277 | HIMSHIMS & HERS HEALTH INC | 760 | $37.9M | 0.00% | |
| 278 | SPEMSPDR INDEX SHS FDS | 885 | $37.8M | 0.00% | |
| 279 | SPOTSPOTIFY TECHNOLOGY S A | 49 | $37.6M | 0.00% | |
| 280 | ROKUROKU INC | 421 | $37.0M | 0.00% | |
| 281 | ENBENBRIDGE INC | 816 | $37.0M | 0.00% | |
| 282 | BENFRANKLIN RESOURCES INC | 1,550 | $37.0M | 0.00% | |
| 283 | AFLAFLAC INC | 348 | $36.7M | 0.00% | |
| 284 | LMTLOCKHEED MARTIN CORP | 78 | $36.1M | 0.00% | |
| 285 | HEFAISHARES TR | 922 | $35.0M | 0.00% | |
| 286 | TRGPTARGA RES CORP | 201 | $35.0M | 0.00% | |
| 287 | DDDUPONT DE NEMOURS INC | 510 | $35.0M | 0.00% | |
| 288 | SWKSTANLEY BLACK & DECKER INC | 508 | $34.4M | 0.00% | |
| 289 | CMICUMMINS INC | 104 | $34.1M | 0.00% | |
| 290 | BIZDVANECK ETF TRUST | 2,060 | $33.5M | 0.00% | |
| 291 | SLVISHARES SILVER TR | 1,020 | $33.5M | 0.00% | |
| 292 | URIUNITED RENTALS INC | 44 | $33.1M | 0.00% | |
| 293 | USMVISHARES TR | 349 | $32.8M | 0.00% | |
| 294 | KHCKRAFT HEINZ CO | 1,231 | $31.8M | 0.00% | |
| 295 | DGROISHARES TR | 496 | $31.7M | 0.00% | |
| 296 | ONDSONDAS HLDGS INC | 16,250 | $31.2M | 0.00% | |
| 297 | IDV*ISHARES TR | 884 | $30.5M | 0.00% | |
| 298 | GMGENERAL MTRS CO | 619 | $30.5M | 0.00% | |
| 299 | CBXJCALAMOS ETF TR | 1,145 | $30.3M | 0.00% | |
| 300 | ADIANALOG DEVICES INC | 123 | $29.3M | 0.00% |