Beaird-Harris-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
505
Total Value
1175350506
Accession Number
0001908938-25-000002
Form Type
13F-HR
Manager Name
Beaird-Harris-Wealth-Management
Data Enrichment
78% identified
396 identified109 unidentified

Holdings

505 positions
Manager:
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Page 19 of 26
S&P Global Inc.
Shares:14
Value:$7.1K
LINDE PLC
Shares:15
Value:$7.0K
NOVO NORDISK A S
Shares:100
Value:$6.9K
VERTEX PHARMACEUTICALS INC / MA
Shares:14
Value:$6.8K
AMARIN CORP PLC\UK
Shares:15.0K
Value:$6.7K
921932505
Shares:20
Value:$6.7K
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
Shares:300
Value:$6.6K
81369Y407
Shares:33
Value:$6.5K
ALLSTATE CORP
Shares:30
Value:$6.2K
Uber Technologies, Inc
Shares:85
Value:$6.2K
HEICO CORP
Shares:23
Value:$6.1K
SEABRIDGE GOLD INC
Shares:524
Value:$6.1K
PIMCO Income Strategy Fund II
Shares:800
Value:$6.0K
BELLRING BRANDS, INC.
Shares:80
Value:$6.0K
PIMCO Dynamic Income Fund
Shares:300
Value:$5.9K
REAVES UTILITY INCOME FUND
Shares:175
Value:$5.7K
BlackRock Utilities, Infrastructure & Power Opportunities Trust
Shares:250
Value:$5.7K
808524797
Shares:194
Value:$5.4K
MICRON TECHNOLOGY INC
Shares:61
Value:$5.3K
CALAMOS STRATEGIC TOTAL RETURN FUND
Shares:325
Value:$5.3K