Beaird-Harris-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "HOOD", "RVMD", "QRVO", "NEO", null, "NLY", "EXAS", "SABR", "RF", "RBA.TO", "SMCI", "MU", "ACN", "MMM", "ABT", "ABBV", "ADBE", "OBDC", "MTSI", "ALL", "GOOGL", "RIOT", null, "AXP", null, null, "ASML", "T", "BLK", "AMRN", "CAT", null, null, "LOW", null, null, "AVEM", "BRO", "CP.TO", "ARCC", "BUI", "GME", "HHH", "CSQ", null, "DBEF", "COF", null, "CMI", null, null, "LMND", null, null, "DUK", "NBB", "MARA", "NNDM", "ROKU", "UTG", "RUM", "PDI", "RYAAY", "EQH", "EQNR", null, "EOG", "AMBA", null, "AG", "PFN", "FITB", null, "HON", "BITB", "HD", "ETHW", "IBN", "AZN", "MCD", "INTU", null, "FBIN", "FNV", "BEN", null, "UNP", "ISRG", null, null, null, null, null, null, "ITW", "GSIE", "AMAT", "RIVN", "EMR", "ICE", "MUB", "META", null, null, "MAG", null, "VVR", "MDXG", "HEFA", "ONDS", "NUTX", "IVW", "IJH", null, "SA", null, "SWK", null, null, null, null, "RNP", null, null, null, null, null, null, null, "ABAT", null, "KNSL", "KGC", "KMI", "LHX", "LRCX", "LIN", "ENSG", null, null, "MRVL", "SILA", "ATLX", null, null, null, "MA", "MDT", "MSFT", "MDLZ", "MUFG", "MS", "EQIX", "EVRG", "FCNCA", "FICO", null, "FND", "FYBR", "GE", "GWRE", "NI", "HEI", "HAS", "NVS", "OMC", "ORLY", "IX", "PCAR", "BX", "HSY", "IJR", "KKR", "KLAC", "IWD", "KHC", "OKE", null, null, "PAYX", "VGIT", null, "EEM", "IWF", "PANW", "PEP", "PNC", "VGSH", "PGR", "IEMG", "IJK", null, "IVV", null, "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "HLN", "NVDA", "ENB", "INTC", "LDOS", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "MKC", "AMGN", "MSTR", "REGN", null, null, "IEFA", "SPGI", "RELX", "SCHX", null, "NOW", "SHW", "SLB", "SHEL", "RTX", "GLD", "SAP", null, "SPYG", "BP", "IBM", "SYK", "SBUX", "SNPS", "CI", "TXN", "TXRH", "TGT", "TMO", "TJX", "TDG", "TFC", "TRV", "TSN", "TYL", "UBER", "UNM", "UPS", "BIV", "VNQ", "VO", "MET", "DTM", "VV", "RCL", "VOE", "OGE", "SCHW", "MNST", null, null, "VWO", "JBL", "VSS", "IWV", null, null, null, null, null, null, "VCIT", null, null, "EFR", null, "VIG", null, "TTE", "TRGP", null, "TXT", null, "REBN", "NYMT", "WY", null, "TSM", null, null, "VYM", "DD", "VRTX", "TT", "VRSK", "GRBK", "LOPE", "RLI", "MEDP", "MTG", "SAIC", "UGI", "ATO", "ADSK", "AON", "GM", "STWD", null, "USFD", "AFL", "AMD", "SONY", "VFC", "CPAY", "TAP", "F", "EQR", "AJG", "WM", "NCLH", "AEP", null, "ES", "INVH", "DNUT", "IDXX", "NVO", "DHI", null, "AMZN", "MSI", "SCHB", null, null, "LUV", null, null, null, null, "KD", "HIMS", "OGS", null, "HBAN", "PDD", null, "VEU", "VGT", "USB", "VUG", "VEA", "VNQI", "VYMI", null, "VOOV", null, "VOOG", "VIOG", "VTWO", null, "BNDX", "VTEB", "BND", "VBR", "BSV", "VT", "VB", "VOO", "VUSB", "VLTO", "VTV", "VTRS", "V", "WBD", "WMT", "WBA", "WFC", "WMB", null, null, "WPP", "WW", "YUM", "SOLV", null, "UMC", null, "DTE", null, "OC", "POST", "AEM", "SCHD", "ET", "DVY", "SCHG", "SCHF", "SCHA", "HIW", "KIM", "NXPI", "MGM", null, "SO", "TTD", "SW", "PSX", "ROL", "CRM", "RBLX", null, null, "DIA", "OTEX", "SPOT", null, null, null, "IXUS", "MTUM", "LYB", "MELI", "MCK", null, null, "PZZA", "UDR", null, "AME", "ALLY", "AZO", "BAC", "BBVA", "BEAM", "BRBR", "BBY", "BXMT", "BA", "BFH", "BMY", "CWT", "CM", "CPT", "CARR", "CCL", "CBRE", "CVX", "CHD", "CSCO", "C", "KO", "CMCSA", "CL", "COP", "CEG", "CTRA", "COST", "GLW", "CTVA", "CROX", "CVS", "CSX", "DHR", "DE", "DVN", "FANG", null, null, null, "DFAX", "DFAC", "DFS", null, "IJJ", "EFA", "ADI", "USMV", "IWB", "NEE", "NKE", "QQQ", "IWM", "EPD", "DIS", "ELV", "ETN", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "MLM", "XLK", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified396 identified109 unidentified
Holdings
505 positions
Manager:
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Page 4 of 26
02072L532
Shares:40.6K
Value:$789.2K
464287879
Shares:5.9K
Value:$579.5K
594972887
Shares:6.3K
Value:$527.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.3K | All Managers (Combined) | $984.8K | |||
12.0K | All Managers (Combined) | $915.9K | |||
3.5K | All Managers (Combined) | $899.9K | |||
20.1K | QoQ NEW(+20.1K) YoY NEW(+20.1K) | All Managers (Combined) | $836.6K | QoQ NEW(+$836.6K) YoY NEW(+$836.6K) | |
CHEVRON CORP(CVXcusip166764100) | 5.0K | All Managers (Combined) | $829.0K | ||
(cusip02072L532)✕ | 40.6K | All Managers (Combined) | $789.2K | ||
37.5K | All Managers (Combined) | $742.7K | |||
4.1K | All Managers (Combined) | $734.8K | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 2.5K | All Managers (Combined) | $731.6K | ||
HOME DEPOT, INC.(HDcusip437076102) | 1.9K | All Managers (Combined) | $692.7K | ||
1.8K | QoQ -4.07% (-77) | All Managers (Combined) | $653.8K | ||
8.0K | QoQ +0.50% (+40)YoY +2.81% (+219) | All Managers (Combined) | $652.6K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 3.0K | QoQ -3.07% (-96) | All Managers (Combined) | $634.7K | |
13.8K | All Managers (Combined) | $625.6K | |||
26.7K | All Managers (Combined) | $590.2K | |||
(cusip464287879)✕ | 5.9K | QoQ -0.40% (-24)YoY -0.63% (-38) | All Managers (Combined) | $579.5K | |
561 | QoQ 0.00% (+0)YoY +9.57% (+49) | All Managers (Combined) | $530.1K | ||
(cusip594972887)✕ | 6.3K | QoQ NEW(+6.3K) YoY NEW(+6.3K) | All Managers (Combined) | $527.9K | QoQ NEW(+$527.9K) YoY NEW(+$527.9K) |
3.2K | QoQ +4.75% (+147)YoY NEW(+3.2K) | All Managers (Combined) | $520.1K | YoY NEW(+$520.1K) | |
10.2K | QoQ 0.00% (+0)YoY +4.08% (+400) | All Managers (Combined) | $508.1K |