Beaird Harris Wealth Management, LLC Portfolio Holdings
Q3 2025•713 long positions•$1.4B portfolio value
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Holding757 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $142.5M 10.11% | +$18.1M Bought | — 3.0M shares | 2.6M → 3.0M +$18.1M | +14.54% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $134.9M 9.57% | +$5.0M Bought | — 3.2M shares | 3.0M → 3.2M +$5.0M | +3.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $93.0M 6.6% | +$6.5M Bought | — 1.3M shares | 1.2M → 1.3M +$6.5M | +7.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $82.1M 5.83% | +$11.8M Bought | — 134.0K shares | 114.7K → 134.0K +$11.8M | +16.82% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $70.2M 4.98% | +$4.3M Bought | — 705.6K shares | 661.9K → 705.6K +$4.3M | +6.6% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $70.0M 4.97% | +$12.0M Bought | — 1.9M shares | 1.5M → 1.9M +$12.0M | +20.68% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $57.2M 4.06% | -$803.6K Sold | — 1.3M shares | 1.3M → 1.3M −$803.6K | -1.38% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $54.7M 3.88% | +$81.6K Bought | — 1.2M shares | 1.2M → 1.2M +$81.6K | +0.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $46.4M 3.29% | +$2.9M Bought | — 926.3K shares | 867.6K → 926.3K +$2.9M | +6.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $45.9M 3.26% | +$6.0M Bought | — 600.2K shares | 521.9K → 600.2K +$6.0M | +15.01% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $44.2M 3.14% | +$232.8K Bought | — 588.8K shares | 585.7K → 588.8K +$232.8K | +0.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $43.0M 3.05% | +$1.3M Bought | — 717.7K shares | 696.8K → 717.7K +$1.3M | +3.0% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $40.2M 2.86% | +$3.1M Bought | — 646.5K shares | 596.4K → 646.5K +$3.1M | +8.41% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $40.1M 2.85% | +$688.1K Bought | — 836.3K shares | 822.0K → 836.3K +$688.1K | +1.74% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $39.2M 2.78% | -$73.8K Sold | — 440.0K shares | 440.8K → 440.0K −$73.8K | -0.19% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $38.7M 2.75% | -$956.2K Sold | — 565.7K shares | 579.7K → 565.7K −$956.2K | -2.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $32.1M 2.28% | -$11.1M Sold | — 633.1K shares | 851.9K → 633.1K −$11.1M | -25.69% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $29.2M 2.07% | +$117.6K Bought | — 500.9K shares | 498.8K → 500.9K +$117.6K | +0.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $25.8M 1.83% | -$16.9M Sold | — 1.1M shares | 1.8M → 1.1M −$16.9M | -39.64% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $15.4M 1.09% | +$10.3M Bought | — 277.2K shares | 92.0K → 277.2K +$10.3M | +201.43% | — — | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $13.7M 0.975% | -$145.0K Sold | 0.001% 30.9K shares | 31.2K → 30.9K −$145.0K | -1.04% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.4M 0.952% | -$386.2K Sold | — 20.0K shares | 20.6K → 20.0K −$386.2K | -2.8% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.2M 0.865% | +$36.4K Bought | — 37.1K shares | 37.0K → 37.1K +$36.4K | +0.3% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.2M 0.796% | -$644.2K Sold | — 78.7K shares | 83.2K → 78.7K −$644.2K | -5.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.0M 0.782% | +$268.2K Bought | — 108.1K shares | 105.5K → 108.1K +$268.2K | +2.49% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $9.7M 0.686% | -$212.5K Sold | — 135.5K shares | 138.5K → 135.5K −$212.5K | -2.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.7M 0.686% | -$1.3M Sold | — 211.8K shares | 240.6K → 211.8K −$1.3M | -11.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.9M 0.628% | -$130.8K Sold | — 280.7K shares | 284.8K → 280.7K −$130.8K | -1.46% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $8.3M 0.587% | -$86.8K Sold | — 122.7K shares | 124.0K → 122.7K −$86.8K | -1.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.0M 0.499% | -$136.2K Sold | — 122.7K shares | 125.1K → 122.7K −$136.2K | -1.9% | — — | Q2 2022 Held for 3y 5m | |
Consumer Electronics Technology | $6.7M 0.477% | +$217.7K Bought | 0.0% 26.4K shares | 25.6K → 26.4K +$217.7K | +3.35% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.7M 0.477% | -$126.7K Sold | — 147.6K shares | 150.4K → 147.6K −$126.7K | -1.85% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.4M 0.452% | +$275.7K Bought | — 63.7K shares | 61.0K → 63.7K +$275.7K | +4.53% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.8M 0.409% | -$130.1K Sold | — 140.0K shares | 143.1K → 140.0K −$130.1K | -2.21% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.4M 0.383% | +$38.7K Bought | — 210.7K shares | 209.2K → 210.7K +$38.7K | +0.72% | — — | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $5.2M 0.368% | +$103.1K Bought | 0.006% 16.1K shares | 15.8K → 16.1K +$103.1K | +2.03% | $91.4B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $5.1M 0.361% | +$493.3K Bought | — 64.5K shares | 58.2K → 64.5K +$493.3K | +10.73% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $5.0M 0.357% | +$715.7K Bought | 0.0% 26.9K shares | 23.1K → 26.9K +$715.7K | +16.6% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $4.4M 0.309% | +$44.8K Bought | 0.003% 30.4K shares | 30.1K → 30.4K +$44.8K | +1.04% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $4.3M 0.303% | +$100.3K Bought | — 40.1K shares | 39.1K → 40.1K +$100.3K | +2.41% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.9M 0.277% | -$22.7K Sold | — 53.8K shares | 54.1K → 53.8K −$22.7K | -0.58% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.6M 0.254% | +$2.7K Bought | — 5.4K shares | 5.4K → 5.4K +$2.7K | +0.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.234% | -$380.7K Sold | — 74.0K shares | 82.6K → 74.0K −$380.7K | -10.37% | — — | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $3.3M 0.232% | -$26.4K Sold | 0.0% 6.3K shares | 6.4K → 6.3K −$26.4K | -0.8% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.6M 0.187% | — | — 88.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Personal Products & Services Consumer Cyclical | $2.6M 0.187% | — | 0.043% 24.2K shares | — | — | $6.2B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 0.187% | -$29.4K Sold | — 12.6K shares | 12.7K → 12.6K −$29.4K | -1.11% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.6M 0.185% | — | — 165.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Chemicals - Specialty Basic Materials | $2.6M 0.184% | -$346.3 Sold | 0.003% 7.5K shares | 7.5K → 7.5K −$346.3 | -0.01% | $86.3B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.168% | +$47.4K Bought | — 12.7K shares | 12.4K → 12.7K +$47.4K | +2.05% | — — | Q4 2021 Held for 3y 11m |
