Beaird-Harris-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: beaird-harris-wealth-management
Manager Name: Beaird-Harris-Wealth-Management

Data Enrichment

78% identified

396 identified109 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

505 positions • $1,175,350.506K total value

505 positions

Manager:

SEC FilingSEC DataHachi Filing

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88634T824

Shares:210

Value:$1.6K

808524730

Shares:52

Value:$1.6K

Ally Financial Inc.

ALLY|02005N100

Shares:42

Value:$1.5K

Solventum Corp

SOLV|83444M101

Shares:20

Value:$1.5K

WPP plc

WPP|92937A102

Shares:40

Value:$1.5K

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:109

Value:$1.5K

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:3

Value:$1.5K

EQUINOR ASA

EQNR|29446M102

Shares:55

Value:$1.5K

Revolution Medicines, Inc.

RVMD|76155X100

Shares:41

Value:$1.4K

Floor & Decor Holdings, Inc.

FND|339750101

Shares:18

Value:$1.4K

ORIX CORP

IX|686330101

Shares:65

Value:$1.4K

WW INTERNATIONAL, INC.

WW|98262P101

Shares:4

Value:$1.4K

Trane Technologies plc

TT|G8994E103

Shares:4

Value:$1.3K

Haleon plc

HLN|405552100

Shares:130

Value:$1.3K

MGM Resorts International

MGM|552953101

Shares:43

Value:$1.3K

AMETEK INC/

AME|031100100

Shares:7

Value:$1.2K

Discover Financial Services

DFS|254709108

Shares:7

Value:$1.2K

Owens Corning

OC|690742101

Shares:8

Value:$1.1K

AMBARELLA INC

AMBA|G037AX101

Shares:22

Value:$1.1K

ICICI BANK LTD

IBN|45104G104

Shares:34

Value:$1.1K

Instrument	Shares		Other Manager	Value
(cusip88634T824)✕	210	QoQ NEW(+210) YoY NEW(+210)	All Managers (Combined)	$1.6K	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
(cusip808524730)✕	52	QoQ 0.00% (+0) YoY -5.45% (-3)	All Managers (Combined)	$1.6K	QoQ +6.02% (+$91) YoY +4.91% (-$75)
Ally Financial Inc.(ALLYcusip02005N100)	42	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	QoQ +1.25% (+$19) YoY -10.14% (-$173)
Solventum Corp(SOLVcusip83444M101)	20	QoQ 0.00% (+0) YoY NEW(+20)	All Managers (Combined)	$1.5K	QoQ +15.05% (+$199) YoY NEW(+$1.5K)
WPP plc(WPPcusip92937A102)	40	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	QoQ -26.11% (-$537) YoY -19.88% (-$377)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	109	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5K	QoQ +16.27% (+$208) YoY +33.15% (+$370)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	3	QoQ 0.00% (+0) YoY NEW(+3)	All Managers (Combined)	$1.5K	QoQ +4.65% (+$65) YoY NEW(+$1.5K)
EQUINOR ASA(EQNRcusip29446M102)	55	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	QoQ +11.66% (+$152) YoY -2.15% (-$32)
Revolution Medicines, Inc.(RVMDcusip76155X100)	41	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	QoQ -19.17% (-$344) YoY +9.68% (+$128)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	18	QoQ 0.00% (-0) YoY NEW(+18)	All Managers (Combined)	$1.4K	QoQ -19.27% (-$346) YoY NEW(+$1.4K)
ORIX CORP(IXcusip686330101)	65	QoQ +400.00% (-52) YoY +400.00% (-52)	All Managers (Combined)	$1.4K	QoQ -1.66% (-$23) YoY -5.23% (-$75)
WW INTERNATIONAL, INC.(WWcusip98262P101)	4	QoQ NEW(+4) YoY +33.33% (+1)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY +63.87% (+$527)
Trane Technologies plc(TTcusipG8994E103)	4	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3K	QoQ -8.79% (-$130) YoY +12.23% (+$147)
Haleon plc(HLNcusip405552100)	130	QoQ 0.00% (+0) YoY NEW(+130)	All Managers (Combined)	$1.3K	QoQ +7.81% (+$97) YoY NEW(+$1.3K)
MGM Resorts International(MGMcusip552953101)	43	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	QoQ -14.42% (-$215) YoY -37.22% (-$756)
AMETEK INC/(AMEcusip031100100)	7	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.2K	QoQ -4.51% (-$57) YoY -5.93% (-$76)
Discover Financial Services(DFScusip254709108)	7	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	QoQ -1.48% (-$18) YoY +30.17% (+$277)
Owens Corning(OCcusip690742101)	8	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1K	QoQ -16.14% (-$220) YoY -14.38% (-$192)
AMBARELLA INC(AMBAcusipG037AX101)	22	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1K	QoQ -30.79% (-$493) YoY -0.80% (-$9)
ICICI BANK LTD(IBNcusip45104G104)	34	QoQ -98.24% (-1.9K) YoY -98.24% (-1.9K)	All Managers (Combined)	$1.1K	QoQ -98.14% (-$56.8K) YoY -97.90% (-$50.1K)