BEAM WEALTH ADVISORS, INC. - Q2 2023 holdings

$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%
28,3080.0%0.51%
-24.4%
 CADENCE BANK$728,035
-5.4%
37,0690.0%0.50%
-34.6%
STZ  CONSTELLATION BRANDS INCcl a$246,130
+9.0%
1,0000.0%0.17%
-24.7%
VGR  VECTOR GROUP LTD$154,411
+6.7%
12,0540.0%0.11%
-26.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-07-26
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR16Q3 20237.9%
ISHARES TR16Q3 20233.7%
APPLE INC16Q3 20234.7%
INVESCO QQQ TR16Q3 20233.5%
VANGUARD INDEX FDS16Q3 20233.3%
SPDR S&P 500 ETF TR16Q3 20233.1%
GLOBAL X FDS16Q3 20232.2%
ISHARES TR16Q3 20233.7%
INVESCO EXCH TRADED FD TR II16Q3 20231.7%
SCHWAB STRATEGIC TR16Q3 20232.1%

View BEAM WEALTH ADVISORS, INC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-30
13F-HR2024-01-31
13F-HR2023-10-26
13F-HR2023-07-26
13F-HR2023-04-26
13F-HR2023-01-23
13F-HR2022-10-20
13F-HR2022-08-01
13F-HR2022-04-26
13F-HR2022-01-14

View BEAM WEALTH ADVISORS, INC.'s complete filings history.

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