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Beaird Harris Wealth Management, LLC

Q1 2025 · 13F-HR

Beaird Harris Wealth Management, LLCholdings as filed

Filed 2025-05-15 · accession 0001908938-25-000002

$1.18B
Reported value
506
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 506

CUSIPTickerIssuerValue% port.SharesClassVoting
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127097103CTRACOTERRA ENERGY INC$24,0450.00%832CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC$23,5930.00%318CommonNONE
254687106DISDISNEY WALT CO$23,2860.00%236CommonNONE
808513105SCHWSCHWAB CHARLES CORP$22,8580.00%292CommonNONE
609207105MDLZMONDELEZ INTL INC$22,7300.00%335CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$22,5710.00%356CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$22,4580.00%760CommonNONE
086516101BBYBEST BUY INC$21,8630.00%297CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$21,7470.00%1,100CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$21,6100.00%148CommonNONE
464287242LQDISHARES TR$21,5210.00%198CommonNONE
233051200DBEFDBX ETF TR$21,0440.00%486CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$20,5240.00%1,400CommonNONE
579780206MKCMCCORMICK & CO INC$20,2490.00%246CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$20,1540.00%828CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$20,0970.00%446CommonNONE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$19,9390.00%556CommonNONE
23331A109DHID R HORTON INC$19,8330.00%156CommonNONE
315912808ONEQFIDELITY COMWLTH TR$19,7390.00%290CommonNONE
146280508SILASILA REALTY TRUST INC$19,1780.00%718CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$18,6880.00%307CommonNONE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$18,3890.00%20,000CommonNONE
354613101BENFRANKLIN RESOURCES INC$18,2880.00%950CommonNONE
055622104BPBP PLC$18,1120.00%536CommonNONE
49446R109KIMKIMCO RLTY CORP$17,5020.00%824CommonNONE
036752103ELVELEVANCE HEALTH INC$17,3990.00%40CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$17,0970.00%232CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$16,1480.00%750CommonNONE
52567D107LMNDLEMONADE INC$15,7150.00%500CommonNONE
698813102PZZAPAPA JOHNS INTL INC$15,6520.00%381CommonNONE
683715106OTEXOPEN TEXT CORP$15,6210.00%618CommonNONE
464287234EEMISHARES TR$15,2950.00%350CommonNONE
369604301GEGE AEROSPACE$15,2120.00%76CommonNONE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$14,9110.00%16,000CommonNONE
92338C103VLTOVERALTO CORP$14,9100.00%153CommonNONE
N07059210ASMLASML HOLDING N V$14,7570.00%22CommonNONE
22052L104CTVACORTEVA INC$14,7260.00%234CommonNONE
438516106HONHONEYWELL INTL INC$14,6110.00%69CommonNONE
46432F834IXUSISHARES TR$14,5210.00%208CommonNONE
025072372AVESAMERICAN CENTY ETF TR$14,3840.00%305CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$14,1550.00%41CommonNONE
091955104ETHWBITWISE ETHEREUM ETF$14,0000.00%1,067CommonNONE
233331107DTEDTE ENERGY CO$13,8270.00%100CommonNONE
602496101MDXGMIMEDX GROUP INC$13,4520.00%1,770CommonNONE
496902404KGCKINROSS GOLD CORP$13,3900.00%1,062CommonNONE
464287606IJKISHARES TR$13,2420.00%159CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$12,9890.00%120CommonNONE
464287705IJJISHARES TR$12,9310.00%108CommonNONE
844741108LUVSOUTHWEST AIRLS CO$12,5260.00%373CommonNONE
83304AAF3SNAP 0 05/01/27SNAP INC$12,4770.00%14,000CommonNONE
418056107HASHASBRO INC$12,2980.00%200CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$12,0620.00%62CommonNONE
46131H107VVRINVESCO SR INCOME TR$12,0000.00%3,200CommonNONE
431284108HIWHIGHWOODS PPTYS INC$11,8560.00%400CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$10,1550.00%500CommonNONE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$9,7180.00%11,000CommonNONE
00724F101ADBEADOBE INC$9,2050.00%24CommonNONE
464287655IWMISHARES TR$8,9780.00%45CommonNONE
767292105RIOTRIOT PLATFORMS INC$8,9000.00%1,250CommonNONE
32076V103AGFIRST MAJESTIC SILVER CORP$8,8760.00%1,327CommonNONE
351858105FNVFRANCO NEV CORP$8,7310.00%55CommonNONE
89832Q109TFCTRUIST FINL CORP$8,3540.00%203CommonNONE
737446104POSTPOST HLDGS INC$7,5640.00%65CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$7,1840.00%118CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$7,1630.00%5CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$7,1500.00%1,000CommonNONE
78409V104SPGIS&P GLOBAL INC$7,1140.00%14CommonNONE
G54950103LINLINDE PLC$6,9850.00%15CommonNONE
670100205NVONOVO-NORDISK A S$6,9290.00%100CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6,7880.00%14CommonNONE
023111206AMARIN CORP PLC$6,7220.00%15,000CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$6,6900.00%20CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$6,6210.00%300CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$6,5170.00%33CommonNONE
020002101ALLALLSTATE CORP$6,2130.00%30CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$6,1940.00%85CommonNONE
422806109HEIHEICO CORP NEW$6,1460.00%23CommonNONE
811916105SASEABRIDGE GOLD INC$6,1160.00%524CommonNONE
72201J104PFNPIMCO INCOME STRATEGY FD II$6,0320.00%800CommonNONE
07831C103BRBRBELLRING BRANDS INC$5,9570.00%80CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$5,9400.00%300CommonNONE
756158101UTGREAVES UTIL INCOME FD$5,6950.00%175CommonNONE
09248D104BUIBLACKROCK UTILS INFRASTRUCTU$5,6580.00%250CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5,4340.00%194CommonNONE
595112103MUMICRON TECHNOLOGY INC$5,2840.00%61CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$5,2590.00%325CommonNONE
68236H204ONDSONDAS HLDGS INC$5,1830.00%4,843CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$4,9470.00%461CommonNONE
91529Y106UNMUNUM GROUP$4,8880.00%60CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$4,8680.00%94CommonNONE
23345M107DTMDT MIDSTREAM INC$4,8240.00%50CommonNONE
81762P102NOWSERVICENOW INC$4,7770.00%6CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$4,6860.00%344CommonNONE
14040H105COFCAPITAL ONE FINL CORP$4,6140.00%26CommonNONE
59156R108METMETLIFE INC$4,5770.00%57CommonNONE
66987V109NVSNOVARTIS AG$4,5710.00%41CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$4,5410.00%93CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4,5230.00%39CommonNONE
88634T840AMZYTIDAL TR II$4,4110.00%275CommonNONE
G0403H108AONAON PLC$4,3900.00%11CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$4,3790.00%39CommonNONE
88634T444DISOTIDAL TR II$4,2570.00%300CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$4,1570.00%26CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4,1060.00%44CommonNONE
78464A409SPYGSPDR SER TR$4,0990.00%51CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3,9630.00%8CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$3,9480.00%9CommonNONE
775711104ROLROLLINS INC$3,8910.00%72CommonNONE
053332102AZOAUTOZONE INC$3,8130.00%1CommonNONE
038222105AMATAPPLIED MATLS INC$3,7740.00%26CommonNONE
75618M305REBNREBORN COFFEE INC$3,6900.00%1,000CommonNONE
461202103INTUINTUIT$3,6840.00%6CommonNONE
806857108SLBSCHLUMBERGER LTD$3,6370.00%87CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$3,3900.00%68CommonNONE
835699307SONYSONY GROUP CORP$3,3010.00%130CommonNONE
74935Q107RBARB GLOBAL INC$3,2100.00%32CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$3,1720.00%5CommonNONE
565788106MARAMARA HOLDINGS INC$3,1510.00%274CommonNONE
88634T774NVDYTIDAL TR II$3,0760.00%200CommonNONE
92556V106VTRSVIATRIS INC$3,0430.00%349CommonNONE
04010L103ARCCARES CAPITAL CORP$2,9920.00%135CommonNONE
907818108UNPUNION PAC CORP$2,8350.00%12CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,8090.00%48CommonNONE
893641100TDGTRANSDIGM GROUP INC$2,7670.00%2CommonNONE
780259305SHELSHELL PLC$2,7120.00%37CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2,6950.00%124CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$2,6790.00%9CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$2,6610.00%14CommonNONE
38526M106LOPEGRAND CANYON ED INC$2,5960.00%15CommonNONE
89151E109TTENTOTALENERGIES SE$2,5880.00%40CommonNONE
126650100CVSCVS HEALTH CORP$2,5070.00%37CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2,4200.00%12CommonNONE
88634T477TIDAL TR II$2,3820.00%300CommonNONE
55903Q104MQ8MAG SILVER CORP$2,3690.00%155CommonNONE
052769106ADSKAUTODESK INC$2,3570.00%9CommonNONE
693718108PCARPACCAR INC$2,3370.00%24CommonNONE
759530108RELXRELX PLC$2,3190.00%46CommonNONE
88634T600TIDAL TR II$2,2890.00%300CommonNONE
552848103MTGMGIC INVT CORP WIS$2,1810.00%88CommonNONE
466313103JBLJABIL INC$2,1780.00%16CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$2,1400.00%38CommonNONE
45168D104IDXXIDEXX LABS INC$2,1000.00%5CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$2,0920.00%19CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$2,0720.00%138CommonNONE
07373V105BEAMBEAM THERAPEUTICS INC$2,0710.00%106CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$2,0610.00%11CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1,9850.00%8CommonNONE
143658300CCL1EURCARNIVAL CORP$1,9730.00%101CommonNONE
29452E101EQHEQUITABLE HLDGS INC$1,9280.00%37CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1,8960.00%100CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1,8550.00%1CommonNONE
303250104FICOFAIR ISAAC CORP$1,8450.00%1CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$1,8290.00%6CommonNONE
29358P101ENSGENSIGN GROUP INC$1,8120.00%14CommonNONE
36467W109GMEGAMESTOP CORP NEW$1,7860.00%80CommonNONE
63008G203NNDMNANO DIMENSION LTD$1,7730.00%1,115CommonNONE
50155Q100KDKYNDRYL HLDGS INC$1,7590.00%56CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,7240.00%28CommonNONE
871607107SNPSSYNOPSYS INC$1,7160.00%4CommonNONE
912008109USFDUS FOODS HLDG CORP$1,7020.00%26CommonNONE
743315103PGRPROGRESSIVE CORP$1,6990.00%6CommonNONE
744320102PRUPRUDENTIAL FINL INC$1,6760.00%15CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$1,6610.00%85CommonNONE
98978V103ZTSZOETIS INC$1,6470.00%10CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$1,6400.00%56CommonNONE
29444U700EQIXEQUINIX INC$1,6310.00%2CommonNONE
88634T824TIDAL TR II$1,6110.00%210CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1,6020.00%52CommonNONE
02005N100ALLYALLY FINL INC$1,5320.00%42CommonNONE
83444M101SOLVSOLVENTUM CORP$1,5210.00%20CommonNONE
92937A102WPPWPP PLC NEW$1,5190.00%40CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1,4860.00%109CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$1,4610.00%3CommonNONE
29446M102EQNREQUINOR ASA$1,4550.00%55CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$1,4500.00%41CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$1,4490.00%18CommonNONE
686330101IXORIX CORP$1,3580.00%65CommonNONE
98262P101WW6WW INTL INC$1,3520.00%4CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1,3480.00%4CommonNONE
405552100HLNHALEON PLC$1,3380.00%130CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1,2750.00%43CommonNONE
031100100AMEAMETEK INC$1,2050.00%7CommonNONE
254709108DFSEURDISCOVER FINL SVCS$1,1950.00%7CommonNONE
690742101OCOWENS CORNING NEW$1,1430.00%8CommonNONE
G037AX101AMBAAMBARELLA INC$1,1080.00%22CommonNONE
45104G104IBNICICI BANK LIMITED$1,0720.00%34CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$1,0600.00%25CommonNONE
48251W104KKRKKR & CO INC$1,0410.00%9CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$1,0000.00%6CommonNONE
78137L105RUMRUMBLE INC$9760.00%138CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$9570.00%2CommonNONE
88339J105TTDTHE TRADE DESK INC$9310.00%17CommonNONE
12504L109CBRECBRE GROUP INC$9160.00%7CommonNONE
316773100FITBFIFTH THIRD BANCORP$8240.00%21CommonNONE
863667101SYKSTRYKER CORPORATION$7450.00%2CommonNONE
30063P105EXKEXACT SCIENCES CORP$7360.00%17CommonNONE
46434V456IQLTISHARES TR$7150.00%18CommonNONE
771049103RBLXROBLOX CORP$7000.00%12CommonNONE
227046109CROXCROCS INC$6380.00%6CommonNONE
722304102PDDPDD HOLDINGS INC$5920.00%5CommonNONE
105861306ATLXATLAS LITHIUM CORP$5540.00%107CommonNONE
46435G409IVLUISHARES TR$4850.00%16CommonNONE
80303D305SNWVSANUWAVE HEALTH INC$4600.00%13CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$4040.00%5CommonNONE
649604840ADAMNEW YORK MTG TR INC$2410.00%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.