$144 Million is the total value of BEAM WEALTH ADVISORS, INC.'s 104 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DRIV | GLOBAL X FDSautonmous ev etf | $737,135 | +9.2% | 28,308 | 0.0% | 0.51% | -24.4% | |
CADENCE BANK | $728,035 | -5.4% | 37,069 | 0.0% | 0.50% | -34.6% | ||
STZ | CONSTELLATION BRANDS INCcl a | $246,130 | +9.0% | 1,000 | 0.0% | 0.17% | -24.7% | |
VGR | VECTOR GROUP LTD | $154,411 | +6.7% | 12,054 | 0.0% | 0.11% | -26.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-26
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.