$300 Million is the total value of BEAM WEALTH ADVISORS, INC.'s 104 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 90.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TR CORE S&P500 ETFexchange traded funds | $50,162,795 | +283.5% | 91,667 | +268.4% | 16.70% | +112.5% |
| SHY | Buy | ISHARES TR 1 3 YR TREAS BDexchange traded funds | $25,550,730 | +247.3% | 312,930 | +247.9% | 8.51% | +92.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $21,238,022 | +47.9% | 195,382 | +50.0% | 7.07% | -18.0% |
| NVDA | Buy | NVIDIA CORPORATION | $16,074,414 | +1329.1% | 130,115 | +10351.0% | 5.35% | +691.7% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $12,869,543 | +105.6% | 217,391 | +99.9% | 4.28% | +13.9% |
| RAAX | New | VANECK ETF TRUSTinflation alloca | $10,055,094 | – | 369,062 | +100.0% | 3.35% | – |
| IUSV | Sell | ISHARES TR CORE S&P US VLUexchange traded funds | $6,742,383 | -5.1% | 76,505 | -2.6% | 2.24% | -47.4% |
| AAPL | Buy | APPLE INCORPORATED | $6,658,091 | +216.8% | 31,612 | +157.9% | 2.22% | +75.5% |
| BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFexchange traded funds | $6,128,714 | +7.3% | 66,776 | +7.3% | 2.04% | -40.6% |
| IWF | Sell | ISHARES TR RUS 1000 GRW ETFexchange traded funds | $5,917,853 | -7.8% | 16,235 | -14.7% | 1.97% | -48.9% |
| IWR | Sell | ISHARES TR RUS MID CAP ETFexchange traded funds | $5,333,479 | -8.0% | 65,780 | -4.6% | 1.78% | -49.0% |
| VO | New | VANGUARD MID-CAP ETFexchange traded funds | $5,304,787 | – | 21,912 | +100.0% | 1.77% | – |
| MSFT | Buy | MICROSOFT CORPORATION | $5,303,698 | +252.3% | 11,866 | +231.6% | 1.77% | +95.4% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFexchange traded funds | $4,411,367 | -5.3% | 21,743 | -1.9% | 1.47% | -47.5% |
| SPTM | New | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFexchange traded funds | $4,354,382 | – | 65,628 | +100.0% | 1.45% | – |
| DGRO | New | ISHARES TRcore div grwth | $3,965,708 | – | 68,838 | +100.0% | 1.32% | – |
| URTH | Sell | ISHARES INCmsci world etf | $3,819,858 | -1.1% | 25,899 | -2.9% | 1.27% | -45.2% |
| FMAG | Sell | FIDELITY COVINGTON TRUSTfidelity magelan | $3,571,174 | -9.3% | 120,363 | -14.2% | 1.19% | -49.7% |
| TLT | Sell | ISHARES TR 20 YR TR BD ETFexchange traded funds | $3,318,700 | -17.3% | 36,159 | -14.8% | 1.10% | -54.2% |
| IEF | Buy | ISHARES TR 7-10 YR TRSY BDexchange traded funds | $3,220,177 | +25.6% | 34,385 | +27.0% | 1.07% | -30.4% |
| IDEV | Sell | ISHARES TR CORE MSCI INTLexchange traded funds | $3,082,728 | -3.6% | 46,964 | -1.4% | 1.03% | -46.6% |
| EFG | Buy | ISHARES TR EAFE GRWTH ETFexchange traded funds | $2,918,741 | +75.1% | 28,531 | +77.6% | 0.97% | -3.0% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFexchange traded funds | $2,873,976 | +2.2% | 10,743 | -0.7% | 0.96% | -43.3% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFexchange traded funds | $2,855,217 | +3.2% | 50,374 | +5.3% | 0.95% | -42.8% |
| VB | Buy | VANGUARD SMALL-CAP ETFexchange traded funds | $2,831,467 | +1307.0% | 12,986 | +1375.7% | 0.94% | +679.3% |
| IUSG | New | ISHARES TR CORE S&P US GWTexchange traded funds | $2,734,319 | – | 21,449 | +100.0% | 0.91% | – |
| XOM | Buy | EXXON MOBIL CORPORATION | $2,623,337 | +95.9% | 22,788 | +97.8% | 0.87% | +8.4% |
| IEFA | New | ISHARES TRcore msci eafe | $2,596,748 | – | 35,748 | +100.0% | 0.86% | – |
| NOBL | New | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFexchange traded funds | $2,567,056 | – | 26,704 | +100.0% | 0.86% | – |
| IWP | Sell | ISHARES TR RUS MD CP GR ETFexchange traded funds | $2,447,161 | -5.7% | 22,176 | -2.5% | 0.82% | -47.7% |
| AMZN | Buy | AMAZON COM INCORPORATED | $2,416,270 | +155.6% | 12,503 | +138.6% | 0.80% | +41.5% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFexchange traded funds | $2,359,590 | -4.4% | 30,344 | -0.9% | 0.79% | -47.0% |
| CVX | Buy | CHEVRON CORPORATION NEW | $2,184,959 | +70.7% | 13,969 | +72.2% | 0.73% | -5.5% |
| WMT | Buy | WALMART INCORPORATED | $1,945,560 | +56.1% | 28,734 | +38.7% | 0.65% | -13.5% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $1,899,624 | +27.4% | 38,176 | +22.2% | 0.63% | -29.5% |
| XYLD | Sell | GLOBAL X FDSs&p 500 covered | $1,809,981 | -12.0% | 44,768 | -11.2% | 0.60% | -51.2% |
| DIS | Buy | DISNEY WALT COMPANY | $1,800,466 | +462.5% | 18,133 | +593.2% | 0.60% | +212.0% |
| PG | Buy | PROCTER AND GAMBLE COMPANY | $1,795,577 | +533.7% | 10,888 | +523.6% | 0.60% | +251.8% |
| New | GRAYSCALE ETHEREUM TR ETF SHS | $1,699,085 | – | 54,111 | +100.0% | 0.57% | – | |
| IGF | Buy | ISHARES TRglb infrastr etf | $1,669,244 | +5.8% | 34,834 | +5.1% | 0.56% | -41.4% |
| KMI | New | KINDER MORGAN INCORPORATED DEL | $1,649,349 | – | 83,007 | +100.0% | 0.55% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INCORPORATED | $1,640,490 | – | 26,185 | +100.0% | 0.55% | – |
| FIDI | Buy | FIDELITY COVINGTON TRUSTint hg div etf | $1,576,923 | +2.2% | 77,652 | +5.3% | 0.52% | -43.4% |
| BITW | New | BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIALexchange traded funds | $1,536,479 | – | 45,364 | +100.0% | 0.51% | – |
| TLH | Sell | ISHARES TR 10-20 YR TRS ETFexchange traded funds | $1,477,870 | -64.5% | 14,390 | -63.7% | 0.49% | -80.3% |
| FDVV | New | FIDELITY HIGH DIVIDEND ETFexchange traded funds | $1,450,227 | – | 31,001 | +100.0% | 0.48% | – |
| JSCP | Buy | J P MORGAN EXCHANGE TRADED Fshort dura core | $1,416,915 | +0.9% | 30,545 | +1.2% | 0.47% | -44.1% |
| ISCG | Buy | ISHARES TR MRGSTR SM CP GRexchange traded funds | $1,287,360 | +4.4% | 28,306 | +6.9% | 0.43% | -42.1% |
| PGX | Buy | INVESCO PREFERRED ETFexchange traded funds | $1,256,334 | -2.4% | 108,774 | +0.4% | 0.42% | -46.0% |
| AGG | New | ISHARES TR CORE US AGGBD ETexchange traded funds | $1,203,280 | – | 12,396 | +100.0% | 0.40% | – |
| Buy | CADENCE BANK | $1,162,393 | +8.1% | 41,103 | +10.9% | 0.39% | -40.1% | |
| GBCI | Sell | GLACIER BANCORP INC NEW | $1,123,407 | -8.2% | 30,102 | -0.9% | 0.37% | -49.1% |
| QDEF | New | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUNDexchange traded funds | $1,107,614 | – | 16,896 | +100.0% | 0.37% | – |
| EFV | New | ISHARES TR EAFE VALUE ETFexchange traded funds | $1,061,436 | – | 20,012 | +100.0% | 0.35% | – |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFexchange traded funds | $1,028,730 | +18.8% | 16,011 | +14.8% | 0.34% | -34.2% |
| SCZ | New | ISHARES TR EAFE SML CP ETFexchange traded funds | $1,014,533 | – | 16,459 | +100.0% | 0.34% | – |
| QYLD | Buy | GLOBAL X NASDAQ 100 COVERED CALL ETFexchange traded funds | $992,117 | +5.4% | 56,147 | +6.8% | 0.33% | -41.7% |
| IJH | Sell | ISHARES TR CORE S&P MCP ETFexchange traded funds | $986,061 | -7.4% | 16,850 | -3.9% | 0.33% | -48.8% |
| T | Buy | AT&T INCORPORATED | $939,000 | +101.8% | 49,137 | +85.9% | 0.31% | +11.8% |
| QLV | New | FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUNDexchange traded funds | $938,957 | – | 15,064 | +100.0% | 0.31% | – |
| IMCG | New | ISHARES TR MRGSTR MD CP GRWexchange traded funds | $933,676 | – | 13,781 | +100.0% | 0.31% | – |
| New | BITWISE BITCOIN ETF TRUSTexchange traded funds | $902,015 | – | 27,593 | +100.0% | 0.30% | – | |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $859,091 | +4.3% | 15,479 | +1.9% | 0.29% | -42.2% | |
| KO | Buy | COCA COLA COMPANY | $858,734 | +92.0% | 13,491 | +84.5% | 0.29% | +6.3% |
| EPD | New | ENTERPRISE PRODUCTS PARTNERS L Pmaster limited partnership | $844,796 | – | 29,151 | +100.0% | 0.28% | – |
| GUNR | New | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDexchange traded funds | $816,006 | – | 20,329 | +100.0% | 0.27% | – |
| New | GRAYSCALE BITCOIN TRUSTexchange traded funds | $811,218 | – | 15,237 | +100.0% | 0.27% | – | |
| COWZ | New | PACER US CASH COWS 100 ETFexchange traded funds | $810,539 | – | 14,875 | +100.0% | 0.27% | – |
| WMB | New | WILLIAMS COMPANIES INCORPORATED | $801,550 | – | 18,860 | +100.0% | 0.27% | – |
| FUTY | Sell | FIDELITY MSCI UTILITIES INDEX ETFexchange traded funds | $794,713 | -0.9% | 18,078 | -4.4% | 0.26% | -45.0% |
| HNDL | Sell | STRATEGY SHSns 7handl idx | $785,362 | -3.3% | 37,186 | -2.9% | 0.26% | -46.5% |
| REGL | New | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFexchange traded funds | $762,600 | – | 10,360 | +100.0% | 0.25% | – |
| BAC | New | BANK AMERICA CORPORATION | $743,222 | – | 18,688 | +100.0% | 0.25% | – |
| New | VANECK ETF TR CLO ETFexchange traded funds | $686,791 | – | 12,973 | +100.0% | 0.23% | – | |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTNmaster limited partnership | $666,363 | +314.5% | 41,083 | +302.0% | 0.22% | +128.9% |
| CSCO | Buy | CISCO SYSTEMS INCORPORATED | $622,584 | +115.1% | 13,104 | +125.9% | 0.21% | +19.0% |
| USRT | Sell | ISHARES TR CRE U S REIT ETFexchange traded funds | $608,446 | -4.9% | 11,360 | -4.5% | 0.20% | -47.3% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFexchange traded funds | $588,023 | +52.5% | 11,898 | +54.8% | 0.20% | -15.5% |
| New | ALPS O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETFexchange traded funds | $576,478 | – | 13,982 | +100.0% | 0.19% | – | |
| SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFexchange traded funds | $577,843 | – | 19,456 | +100.0% | 0.19% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INCORPORATED | $571,363 | +63.5% | 13,855 | +66.3% | 0.19% | -9.5% |
| BMY | New | BRISTOL-MYERS SQUIBB COMPANY | $570,415 | – | 13,735 | +100.0% | 0.19% | – |
| IAU | New | ISHARES GOLD TR ISHARES NEWexchange traded funds | $566,873 | – | 12,904 | +100.0% | 0.19% | – |
| CAG | New | CONAGRA BRANDS INCORPORATED | $544,982 | – | 19,176 | +100.0% | 0.18% | – |
| MRO | New | MARATHON OIL CORPORATION | $539,627 | – | 18,822 | +100.0% | 0.18% | – |
| PFE | New | PFIZER INCORPORATED | $534,502 | – | 19,103 | +100.0% | 0.18% | – |
| VTRS | New | VIATRIS INCORPORATED | $528,504 | – | 49,718 | +100.0% | 0.18% | – |
| NUSI | Sell | ETF SER SOLUTIONSnationwide nasdq | $433,928 | +6.3% | 17,213 | -0.4% | 0.14% | -41.2% |
| New | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNITexchange traded funds | $410,817 | – | 12,449 | +100.0% | 0.14% | – | |
| INTC | New | INTEL CORPORATION | $411,094 | – | 13,273 | +100.0% | 0.14% | – |
| KHC | New | KRAFT HEINZ COMPANY | $401,337 | – | 12,456 | +100.0% | 0.13% | – |
| OGN | New | ORGANON & COMPANY COMMON STOCK | $393,818 | – | 19,025 | +100.0% | 0.13% | – |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $385,409 | +10.2% | 10,011 | +8.8% | 0.13% | -39.0% |
| PSLV | New | SPROTT PHYSICAL SILVER TR TR UNITforeign equity | $370,409 | – | 37,302 | +100.0% | 0.12% | – |
| PSK | Buy | SPDR SER TRice pfd sec etf | $363,614 | -0.3% | 10,717 | +2.4% | 0.12% | -44.7% |
| KEY | New | KEYCORP | $354,255 | – | 24,930 | +100.0% | 0.12% | – |
| New | BYD COMPANY LIMITED SHS Hordinary shares | $322,642 | – | 10,937 | +100.0% | 0.11% | – | |
| GS | New | GOLDMAN SACHS GROUP INCORPORATED | $315,843 | – | 14,322 | +100.0% | 0.10% | – |
| JOF | New | JAPAN SMALLER CAPITALIZATION Fequity | $306,232 | – | 40,400 | +100.0% | 0.10% | – |
| Buy | GLOBAL X FDSdow 30 covered c | $288,187 | -2.4% | 13,040 | +0.6% | 0.10% | -45.8% | |
| New | CNL HEALTHCARE PPTYS INCORPORATED REITreits | $272,916 | – | 43,458 | +100.0% | 0.09% | – | |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $247,175 | -1.4% | 17,273 | +2.5% | 0.08% | -45.7% |
| GBAB | New | GUGGENHEIM TAXABLE MUNICP BONDequity | $217,607 | – | 13,686 | +100.0% | 0.07% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -15,775 | -100.0% | -0.04% | – |
| SVC | Exit | SERVICE PPTYS TR | $0 | – | -12,484 | -100.0% | -0.05% | – |
| VGR | Exit | VECTOR GROUP LTD | $0 | – | -12,721 | -100.0% | -0.08% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -406 | -100.0% | -0.12% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -750 | -100.0% | -0.12% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,700 | -100.0% | -0.12% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -1,167 | -100.0% | -0.12% | – | |
| TSLA | Exit | TESLA INC | $0 | – | -1,185 | -100.0% | -0.12% | – |
| SMCI | Exit | SUPER MICRO COMPUTER INC | $0 | – | -215 | -100.0% | -0.13% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -16,345 | -100.0% | -0.13% | – |
| C | Exit | CITIGROUP INC | $0 | – | -3,456 | -100.0% | -0.13% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -14,950 | -100.0% | -0.14% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -1,487 | -100.0% | -0.14% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -2,057 | -100.0% | -0.14% | – |
| INTU | Exit | INTUIT | $0 | – | -371 | -100.0% | -0.14% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -7,554 | -100.0% | -0.15% | – |
| VAW | Exit | VANGUARD WORLD FDmaterials etf | $0 | – | -1,222 | -100.0% | -0.15% | – |
| PSR | Exit | INVESCO ACTIVELY MANAGED ETFactive us real | $0 | – | -3,051 | -100.0% | -0.16% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,823 | -100.0% | -0.16% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,441 | -100.0% | -0.16% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,226 | -100.0% | -0.17% | – |
| MXI | Exit | ISHARES TRglobal mater etf | $0 | – | -3,257 | -100.0% | -0.18% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -1,624 | -100.0% | -0.18% | – | |
| VPU | Exit | VANGUARD WORLD FDutilities etf | $0 | – | -2,168 | -100.0% | -0.19% | – |
| PTH | Exit | INVESCO EXCHANGE TRADED FD Tdorsey wright he | $0 | – | -7,337 | -100.0% | -0.19% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -6,469 | -100.0% | -0.20% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -2,104 | -100.0% | -0.20% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -919 | -100.0% | -0.20% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -8,285 | -100.0% | -0.21% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,862 | -100.0% | -0.21% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -4,155 | -100.0% | -0.22% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -5,094 | -100.0% | -0.22% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -3,684 | -100.0% | -0.23% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -2,939 | -100.0% | -0.23% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -5,031 | -100.0% | -0.24% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -4,986 | -100.0% | -0.26% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -912 | -100.0% | -0.26% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,905 | -100.0% | -0.27% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,869 | -100.0% | -0.27% | – |
| V | Exit | VISA INC | $0 | – | -1,664 | -100.0% | -0.28% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,237 | -100.0% | -0.28% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,301 | -100.0% | -0.29% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,399 | -100.0% | -0.29% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,012 | -100.0% | -0.30% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -4,110 | -100.0% | -0.31% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,841 | -100.0% | -0.32% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -1,792 | -100.0% | -0.33% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,210 | -100.0% | -0.35% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,166 | -100.0% | -0.37% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,754 | -100.0% | -0.37% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -6,669 | -100.0% | -0.38% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -848 | -100.0% | -0.40% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,935 | -100.0% | -0.40% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,963 | -100.0% | -0.57% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5,846 | -100.0% | -0.72% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -8,199 | -100.0% | -2.19% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -7,803 | -100.0% | -2.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 19 | Q2 2024 | 16.7% |
| ISHARES TR RUSSELL 2000 ETF | 19 | Q2 2024 | 3.7% |
| APPLE INCORPORATED | 19 | Q2 2024 | 4.7% |
| VANGUARD TOTAL STOCK MARKET ETF | 19 | Q2 2024 | 3.3% |
| GLOBAL X FDS | 19 | Q2 2024 | 2.2% |
| SCHWAB US DIVIDEND EQUITY ETF | 19 | Q2 2024 | 2.1% |
| INVESCO PREFERRED ETF | 19 | Q2 2024 | 1.7% |
| ISHARES TR CORE S&P MCP ETF | 19 | Q2 2024 | 3.7% |
| MICROSOFT CORPORATION | 19 | Q2 2024 | 1.8% |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | 19 | Q2 2024 | 1.0% |
View BEAM WEALTH ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-04 |
| N-PX | 2024-08-08 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-20 |
View BEAM WEALTH ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.