Beaird Harris Wealth Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.4T

Holdings

724

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (724 positions)

StockValue
RIVNRIVIAN AUTOMOTIVE INC
$81.9M
SHVISHARES TR
$79.9M
PANWPALO ALTO NETWORKS INC
$78.6M
SPYMSPDR SERIES TRUST
$77.9M
EVRGEVERGY INC
$77.8M
BMYBRISTOL-MYERS SQUIBB CO
$77.6M
MLB1MERCADOLIBRE INC
$77.1M
TRVCCITIGROUP INC
$76.0M
UGIUGI CORP NEW
$75.2M
SCHMSCHWAB STRATEGIC TR
$75.0M
CEPFCANTOR EQUITY PARTNERS INC
$73.3M
DFAWDIMENSIONAL ETF TRUST
$71.7M
QUSSPDR SERIES TRUST
$71.6M
RCLROYAL CARIBBEAN GROUP
$70.6M
MOALTRIA GROUP INC
$70.5M
IJHISHARES TR
$66.4M
EFAVISHARES TR
$66.3M
USBUS BANCORP DEL
$63.8M
QQQEDIREXION SHS ETF TR
$63.4M
LRCXLAM RESEARCH CORP
$63.3M
ETHEGRAYSCALE ETHEREUM TRUST ETF
$63.1M
AQLTISHARES TR
$63.0M
KLACKLA CORP
$62.6M
MAMASTERCARD INCORPORATED
$62.5M
VIGVANGUARD SPECIALIZED FUNDS
$62.1M
VGITVANGUARD SCOTTSDALE FDS
$61.7M
SCHGSCHWAB STRATEGIC TR
$61.0M
ESEVERSOURCE ENERGY
$60.5M
VGTVANGUARD WORLD FD
$59.7M
GEVGE VERNOVA INC
$59.3M
CSCOCISCO SYS INC
$58.7M
UNHUNITEDHEALTH GROUP INC
$58.5M
SPOTSPOTIFY TECHNOLOGY S A
$57.9M
NINISOURCE INC
$57.5M
IQDGWISDOMTREE TR
$57.4M
COFCAPITAL ONE FINL CORP
$57.3M
NRANRG ENERGY INC
$57.0M
VFQYVANGUARD WELLINGTON FD
$57.0M
DWDMORGAN STANLEY
$56.9M
TYLTYLER TECHNOLOGIES INC
$56.0M
NDQINVESCO QQQ TR
$55.7M
EWXSPDR INDEX SHS FDS
$53.9M
UPSUNITED PARCEL SERVICE INC
$53.9M
KMIKINDER MORGAN INC DEL
$51.7M
DVNDEVON ENERGY CORP NEW
$51.6M
MRKMERCK & CO INC
$51.3M
GLDMWORLD GOLD TR
$50.6M
EPDENTERPRISE PRODS PARTNERS L
$48.7M
NKENIKE INC
$48.2M
SMCISUPER MICRO COMPUTER INC
$47.9M
WMBWILLIAMS COS INC
$47.9M
MDTMEDTRONIC PLC
$47.7M
OGSONE GAS INC
$47.5M
FPXFIRST TR EXCHANGE-TRADED FD
$45.5M
PWBINVESCO EXCHANGE TRADED FD T
$45.4M
SAPSAP SE
$45.4M
CMICUMMINS INC
$44.3M
NOBLPROSHARES TR
$44.1M
SOSOUTHERN CO
$43.9M
JGROJ P MORGAN EXCHANGE TRADED F
$43.7M
SLVISHARES SILVER TR
$43.2M
HIMSHIMS & HERS HEALTH INC
$43.1M
TRGPTARGA RES CORP
$43.1M
URIUNITED RENTALS INC
$43.0M
DFISDIMENSIONAL ETF TRUST
$42.8M
GEGE AEROSPACE
$42.4M
AFLAFLAC INC
$41.6M
SPEMSPDR INDEX SHS FDS
$41.4M
ENBENBRIDGE INC
$41.2M
IDUISHARES TR
$41.0M
DDDUPONT DE NEMOURS INC
$40.4M
SCHWSCHWAB CHARLES CORP
$40.3M
AEPAMERICAN ELEC PWR CO INC
$40.3M
GMGENERAL MTRS CO
$39.9M
MLPAGLOBAL X FDS
$39.8M
YUMYUM BRANDS INC
$39.7M
HSYHERSHEY CO
$39.4M
CWTCALIFORNIA WTR SVC GROUP
$38.8M
TSNTYSON FOODS INC
$38.3M
AORISHARES TR
$38.2M
LMTLOCKHEED MARTIN CORP
$37.9M
SWKSTANLEY BLACK & DECKER INC
$37.8M
BROBROWN & BROWN INC
$37.4M
HEFAISHARES TR
$36.5M
BENFRANKLIN RESOURCES INC
$35.9M
USMVISHARES TR
$35.5M
DYHTARGET CORP
$35.2M
CMCSACOMCAST CORP NEW
$35.0M
MTSIMACOM TECH SOLUTIONS HLDGS I
$34.2M
LDOSLEIDOS HOLDINGS INC
$34.0M
DGROISHARES TR
$33.8M
KHCKRAFT HEINZ CO
$32.1M
ETHWBITWISE ETHEREUM ETF
$31.8M
CBXJCALAMOS ETF TR
$31.8M
VFCV F CORP
$31.5M
BIZDVANECK ETF TRUST
$30.8M
IONQIONQ INC
$30.8M
ADIANALOG DEVICES INC
$30.7M
ASMLASML HOLDING N V
$30.4M
IDV*ISHARES TR
$29.9M
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