$89.8 Million is the total value of BEAM WEALTH ADVISORS, INC.'s 101 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | GLOBAL X FDSdow 30 covered c | $306,000 | – | 15,051 | +100.0% | 0.34% | – | |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $276,000 | – | 1,323 | +100.0% | 0.31% | – |
| F | New | FORD MTR CO DEL | $112,000 | – | 10,006 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 7.9% |
| ISHARES TR | 16 | Q3 2023 | 3.7% |
| APPLE INC | 16 | Q3 2023 | 4.7% |
| INVESCO QQQ TR | 16 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 3.3% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 3.1% |
| GLOBAL X FDS | 16 | Q3 2023 | 2.2% |
| ISHARES TR | 16 | Q3 2023 | 3.7% |
| INVESCO EXCH TRADED FD TR II | 16 | Q3 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.1% |
View BEAM WEALTH ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-14 |
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.