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 5 of 26
389637109
Shares:7.8K
Value:$505.8K
AT&T INC.
Shares:17.9K
Value:$505.4K
025072562
Shares:12.0K
Value:$497.5K
Alphabet Inc.
Shares:3.2K
Value:$487.3K
BLACKSTONE MORTGAGE TRUST, INC.
Shares:24.0K
Value:$480.5K
JPMORGAN CHASE & CO
Shares:1.9K
Value:$476.9K
72201R874
Shares:9.5K
Value:$474.4K
ATMOS ENERGY CORP
Shares:2.9K
Value:$440.9K
464288646
Shares:8.2K
Value:$428.8K
464288273
Shares:6.6K
Value:$421.4K
921937835
Shares:5.6K
Value:$414.8K
ELI LILLY & Co
Shares:502
Value:$414.6K
Accenture plc
Shares:1.3K
Value:$391.0K
Walmart Inc.
Shares:4.3K
Value:$376.6K
CONOCOPHILLIPS
Shares:3.5K
Value:$368.9K
464287721
Shares:2.5K
Value:$351.8K
Palantir Technologies Inc.
Shares:4.1K
Value:$345.0K
JOHNSON & JOHNSON
Shares:2.1K
Value:$344.1K
921932794
Shares:3.2K
Value:$339.6K
AMGEN INC
Shares:1.1K
Value:$339.3K