Beam-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "T", null, null, null, "PTY", null, null, null, null, "BITB", "ETHW", null, null, "GBCI", "EMXC", null, null, "IJH", null, null, "JOF", null, "KMI", null, "GBAB", null, "MSFT", null, null, "EFG", "KHC", null, "IWF", null, null, "IVV", "AAPL", null, "NVDA", "OGN", "PFE", null, "PG", "VZ", null, null, null, "IEFA", null, "SCHX", null, "VO", null, null, null, null, "IEF", null, null, null, "IWP", "IWR", null, "AMZN", null, null, "VEA", "VB", "VTRS", "WMT", "WMB", "IUSG", null, "SCHD", "ET", "SCHG", "SCHF", "KEY", null, null, "SO", null, null, null, "IUSV", "DGRO", null, "BAC", "BMY", "CADE", "CVX", "CMG", "CSCO", "KO", "CAG", "IWM", "EPD", "DIS", "GOOG", "XOM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 102
- Total Value
- 296500215
- Accession Number
- 0001803426-25-000004
- Form Type
- 13F-HR
- Manager Name
- Beam-Wealth-Advisors
Data Enrichment
55% identified56 identified46 unidentified
Holdings
102 positions • $296.5M total value
Manager:
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Page 6 of 6
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $213.6K | 0.1% ($213.6K/$296.5M) | QoQ NEW(+$213.6K) YoY NEW(+$213.6K) | |
| 13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $201.9K | 0.1% ($201.9K/$296.5M) | QoQ NEW(+$201.9K) YoY NEW(+$201.9K) |