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Beaird Harris Wealth Management, LLC

Q3 2024 · 13F-HR

Beaird Harris Wealth Management, LLCholdings as filed

Filed 2024-12-02 · accession 0001908938-24-000005

$1.14B
Reported value
511
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 511

CUSIPTickerIssuerValue% port.SharesClassVoting
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35909D109FYBRFRONTIER COMMUNICATIONS PARE$19,7550.00%556CommonNONE
G87052109TELTE CONNECTIVITY PLC$19,1760.00%127CommonNONE
670100205NVONOVO-NORDISK A S$19,1710.00%161CommonNONE
808513105SCHWSCHWAB CHARLES CORP$18,9250.00%292CommonNONE
146280508SILASILA REALTY TRUST INC$18,1590.00%718CommonNONE
201723103CMCCOMMERCIAL METALS CO$17,8620.00%325CommonNONE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$17,7000.00%20,000CommonNONE
92338C103VLTOVERALTO CORP$17,1150.00%153CommonNONE
464288885EFGISHARES TR$16,1480.00%150CommonNONE
025072372AVESAMERICAN CENTY ETF TR$15,9030.00%305CommonNONE
N07059210ASMLASML HOLDING N V$15,8320.00%19CommonNONE
464287168DVYISHARES TR$15,8040.00%117CommonNONE
776696106ROPROPER TECHNOLOGIES INC$15,5810.00%28CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$15,3900.00%150CommonNONE
907818108UNPUNION PAC CORP$15,2820.00%62CommonNONE
46432F834IXUSISHARES TR$15,1080.00%208CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$14,5940.00%431CommonNONE
78409V104SPGIS&P GLOBAL INC$14,4660.00%28CommonNONE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$14,4580.00%16,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13,7560.00%28CommonNONE
26922B774MSMRETF SER SOLUTIONS$13,6860.00%460CommonNONE
260557103DOWDOW INC$13,5490.00%248CommonNONE
020002101ALLALLSTATE CORP$13,2760.00%70CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$13,0950.00%211CommonNONE
46131H107VVRINVESCO SR INCOME TR$13,0240.00%3,200CommonNONE
49456B101KMIKINDER MORGAN INC DEL$12,9670.00%587CommonNONE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME$12,7440.00%1,013CommonNONE
38747R801CONLGRANITESHARES ETF TR$12,4200.00%500CommonNONE
482480100KLACKLA CORP$12,3910.00%16CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$12,3620.00%316CommonNONE
83304AAF3SNAP 0 05/01/27SNAP INC$11,9740.00%14,000CommonNONE
02209S103MOALTRIA GROUP INC$11,7400.00%230CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$11,5370.00%41CommonNONE
844741108LUVSOUTHWEST AIRLS CO$11,0520.00%373CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$11,0330.00%375CommonNONE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$10,9100.00%1,012CommonNONE
26614N102DDDUPONT DE NEMOURS INC$10,7830.00%121CommonNONE
595112103MUMICRON TECHNOLOGY INC$10,6620.00%103CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$10,5650.00%118CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$10,1360.00%560CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$10,0980.00%125CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$10,0350.00%500CommonNONE
806857108SLBSCHLUMBERGER LTD$9,9430.00%237CommonNONE
496902404KGCKINROSS GOLD CORP$9,9390.00%1,062CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$9,6520.00%120CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$9,5380.00%950CommonNONE
023111206AMARIN CORP PLC$9,4040.00%15,000CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$9,3390.00%121CommonNONE
767292105RIOTRIOT PLATFORMS INC$9,2750.00%1,250CommonNONE
464288588MBBISHARES TR$9,0070.00%94CommonNONE
512807108LRCXEURLAM RESEARCH CORP$8,9770.00%11CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$8,8780.00%106CommonNONE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$8,8020.00%11,000CommonNONE
811916105SASEABRIDGE GOLD INC$8,7980.00%524CommonNONE
89832Q109TFCTRUIST FINL CORP$8,6830.00%203CommonNONE
893641100TDGTRANSDIGM GROUP INC$8,5630.00%6CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$8,4200.00%1,000CommonNONE
038222105AMATAPPLIED MATLS INC$8,0820.00%40CommonNONE
G1144A105BTBTBIT DIGITAL INC$8,0730.00%2,300CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$7,8010.00%30CommonNONE
088606108BHPBHP GROUP LTD$7,7640.00%125CommonNONE
737446104POSTPOST HLDGS INC$7,5240.00%65CommonNONE
464287432TLTISHARES TR$6,8670.00%70CommonNONE
G0176J109ALLEALLEGION PLC$6,7050.00%46CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$6,6900.00%89CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$6,5080.00%580CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$6,2960.00%60CommonNONE
61745C105IIFMORGAN STANLEY INDIA INVT FD$6,2270.00%207CommonNONE
422806109HEIHEICO CORP NEW$6,0150.00%23CommonNONE
22052L104CTVACORTEVA INC$5,7620.00%98CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$5,7580.00%5CommonNONE
14316J108CGCARLYLE GROUP INC$5,6410.00%131CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5,6310.00%60CommonNONE
464287234EEMISHARES TR$5,5500.00%121CommonNONE
25460G286TSLLDIREXION SHS ETF TR$5,5280.00%400CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$5,4320.00%39CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5,3940.00%64CommonNONE
81762P102NOWSERVICENOW INC$5,3670.00%6CommonNONE
808524706SCHESCHWAB STRATEGIC TR$5,3400.00%183CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$5,2570.00%5CommonNONE
34965K107FTREFORTREA HLDGS INC$4,9600.00%248CommonNONE
911363109URIUNITED RENTALS INC$4,8590.00%6CommonNONE
07831C103BRBRBELLRING BRANDS INC$4,8580.00%80CommonNONE
67077M108NTRNUTRIEN LTD$4,8060.00%100CommonNONE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$4,7630.00%315CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$4,7270.00%94CommonNONE
59156R108METMETLIFE INC$4,7020.00%57CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4,6690.00%39CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$4,4830.00%26CommonNONE
565788106MARAMARA HOLDINGS INC$4,4450.00%274CommonNONE
78464A409SPYGSPDR SER TR$4,2300.00%51CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,1860.00%9CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$4,1640.00%10CommonNONE
00724F101ADBEADOBE INC$4,1430.00%8CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$4,0470.00%9CommonNONE
92556V106VTRSVIATRIS INC$4,0310.00%347CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3,9620.00%74CommonNONE
032654105ADIANALOG DEVICES INC$3,9130.00%17CommonNONE
G0403H108AONAON PLC$3,8060.00%11CommonNONE
754730109RJFRAYMOND JAMES FINL INC$3,7970.00%31CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$3,7580.00%375CommonNONE
461202103INTUINTUIT$3,7260.00%6CommonNONE
464287606IJKISHARES TR$3,6780.00%40CommonNONE
775711104ROLROLLINS INC$3,6420.00%72CommonNONE
91529Y106UNMUNUM GROUP$3,5670.00%60CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$3,3610.00%14CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$3,2210.00%68CommonNONE
053332102AZOAUTOZONE INC$3,1510.00%1CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2,8930.00%124CommonNONE
50155Q100KDKYNDRYL HLDGS INC$2,7810.00%121CommonNONE
46435U713IFRAISHARES TR$2,7720.00%59CommonNONE
63008G203NNDMNANO DIMENSION LTD$2,7320.00%1,115CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$2,6990.00%68CommonNONE
60770K107MRNAMODERNA INC$2,6740.00%40CommonNONE
11777Q209BTGB2GOLD CORP$2,6270.00%853CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$2,6020.00%240CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$2,5970.00%106CommonNONE
89151E109TTENTOTALENERGIES SE$2,5850.00%40CommonNONE
74935Q107RBARB GLOBAL INC$2,5760.00%32CommonNONE
45168D104IDXXIDEXX LABS INC$2,5270.00%5CommonNONE
828363101SIL1EURSILVERCREST METALS INC$2,5160.00%272CommonNONE
835699307SONYSONY GROUP CORP$2,5110.00%26CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,5050.00%48CommonNONE
052769106ADSKAUTODESK INC$2,4800.00%9CommonNONE
34630N106FORAFORIAN INC$2,4200.00%1,120CommonNONE
349942102FSMFORTUNA MNG CORP$2,4170.00%522CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$2,4120.00%9CommonNONE
693718108PCARPACCAR INC$2,3690.00%24CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$2,3310.00%38CommonNONE
126650100CVSCVS HEALTH CORP$2,3270.00%37CommonNONE
552848103MTGMGIC INVT CORP WIS$2,2530.00%88CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$2,2360.00%18CommonNONE
174610105CFGCITIZENS FINL GROUP INC$2,2180.00%54CommonNONE
759530108RELXRELX PLC$2,1840.00%46CommonNONE
55903Q104MQ8MAG SILVER CORP$2,1770.00%155CommonNONE
351858105FNVFRANCO NEV CORP$2,1640.00%17CommonNONE
38526M106LOPEGRAND CANYON ED INC$2,1280.00%15CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2,0970.00%8CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2,0510.00%100CommonNONE
92937A102WPPWPP PLC NEW$2,0470.00%40CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$2,0290.00%138CommonNONE
871607107SNPSSYNOPSYS INC$2,0260.00%4CommonNONE
29358P101ENSGENSIGN GROUP INC$2,0140.00%14CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$2,0130.00%11CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$2,0030.00%6CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$1,9900.00%19CommonNONE
98978V103ZTSZOETIS INC$1,9540.00%10CommonNONE
303250104FICOFAIR ISAAC CORP$1,9440.00%1CommonNONE
466313103JBLJABIL INC$1,9180.00%16CommonNONE
98983V106ZUOUSDZUORA INC$1,8800.00%218CommonNONE
88339J105TTDTHE TRADE DESK INC$1,8650.00%17CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$1,8600.00%41CommonNONE
36467W109GMEGAMESTOP CORP NEW$1,8350.00%80CommonNONE
744320102PRUPRUDENTIAL FINL INC$1,8170.00%15CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1,7970.00%12CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$1,7860.00%298CommonNONE
29444U700EQIXEQUINIX INC$1,7760.00%2CommonNONE
617446448MSMORGAN STANLEY$1,7730.00%17CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1,6810.00%43CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1,6790.00%52CommonNONE
912008109USFDUS FOODS HLDG CORP$1,5990.00%26CommonNONE
29452E101EQHEQUITABLE HLDGS INC$1,5560.00%37CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1,5550.00%4CommonNONE
743315103PGRPROGRESSIVE CORP$1,5230.00%6CommonNONE
82835P103SVMSILVERCORP METALS INC$1,5150.00%347CommonNONE
686330101IXORIX CORP$1,5090.00%13CommonNONE
89148K200XNDPXTORTOISE ENERGY INDEPENDENC$1,5070.00%40CommonNONE
02005N100ALLYALLY FINL INC$1,4950.00%42CommonNONE
771049103RBLXROBLOX CORP$1,4610.00%33CommonNONE
690742101OCOWENS CORNING NEW$1,4130.00%8CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$1,3970.00%3CommonNONE
83444M101SOLVSOLVENTUM CORP$1,3950.00%20CommonNONE
29446M102EQNREQUINOR ASA$1,3940.00%55CommonNONE
871332102SLVMSYLVAMO CORP$1,2880.00%15CommonNONE
29446Y502EQXEQUINOX GOLD CORP$1,2790.00%210CommonNONE
G037AX101AMBAAMBARELLA INC$1,2410.00%22CommonNONE
031100100AMEAMETEK INC$1,2020.00%7CommonNONE
30063P105EXKEXACT SCIENCES CORP$1,1590.00%17CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1,1420.00%20CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$1,1300.00%25CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$1,1240.00%100CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1,1100.00%109CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1,1090.00%69CommonNONE
26875P101EOGEOG RES INC$1,1070.00%9CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1,0770.00%2CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$1,0600.00%6CommonNONE
254709108DFSEURDISCOVER FINL SVCS$9830.00%7CommonNONE
464287341IXCISHARES TR$9720.00%24CommonNONE
143658300CCL1EURCARNIVAL CORP$9240.00%50CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$9220.00%29CommonNONE
316773100FITBFIFTH THIRD BANCORP$9000.00%21CommonNONE
227046109CROXCROCS INC$8690.00%6CommonNONE
64782A107NEWPNEW PAC METALS CORP$8440.00%566CommonNONE
549498103CCIVGBPLUCID GROUP INC$7950.00%225CommonNONE
46434V456IQLTISHARES TR$7470.00%18CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$7430.00%90CommonNONE
863667101SYKSTRYKER CORPORATION$7230.00%2CommonNONE
722304102PDDPDD HOLDINGS INC$6750.00%5CommonNONE
46435G409IVLUISHARES TR$4730.00%16CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$4470.00%5CommonNONE
12674W109CABACABALETTA BIO INC$3730.00%79CommonNONE
78137L105RUMRUMBLE INC$3440.00%64CommonNONE
28106W103EDITEDITAS MEDICINE INC$2730.00%80CommonNONE
848577102SAVEEURSPIRIT AIRLS INC$2400.00%100CommonNONE
649604840ADAMNEW YORK MTG TR INC$2350.00%37CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.