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 9 of 26
46138J619
Shares:2.1K
Value:$109.3K
COLGATE PALMOLIVE CO
Shares:1.2K
Value:$108.6K
AMERICAN EXPRESS CO
Shares:401
Value:$107.9K
NEXTERA ENERGY INC
Shares:1.5K
Value:$104.4K
Salesforce, Inc.
Shares:388
Value:$104.3K
46438F101
Shares:2.2K
Value:$103.6K
BRISTOL MYERS SQUIBB CO
Shares:1.7K
Value:$102.6K
46434V449
Shares:2.5K
Value:$100.5K
DANAHER CORP /DE/
Shares:489
Value:$100.2K
53656F805
Shares:2.2K
Value:$97.2K
464288638
Shares:1.8K
Value:$95.6K
Philip Morris International Inc.
Shares:596
Value:$94.6K
ABBOTT LABORATORIES
Shares:692
Value:$91.8K
UNITEDHEALTH GROUP INC
Shares:175
Value:$91.7K
Phillips 66
Shares:734
Value:$90.6K
46432F339
Shares:524
Value:$89.5K
464287168
Shares:642
Value:$86.2K
WELLS FARGO & COMPANY/MN
Shares:1.2K
Value:$86.1K
381430107
Shares:2.4K
Value:$86.1K
25434V781
Shares:2.9K
Value:$84.2K