$107 Million is the total value of BEAM WEALTH ADVISORS, INC.'s 150 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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 |
---|---|
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 |
13F-HR | 2022-08-01 |
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.