Portfolio (Quarterly)
Guide ↗
Beaird Harris Wealth Management, LLC
· CIK 0001908938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | AFFIRM HLDGS INC | — | 20,000 | $19K | 0.00% | SOLD |
| 22 | — | MORGAN STANLEY PATHWAY FDS | — | 342 | $19K | 0.00% | SOLD |
| 23 | NHI | NATIONAL HEALTH INVS INC | Real Estate | 242 | $18K | 0.00% | SOLD |
| 24 | AVES | AMERICAN CENTY ETF TR | — | 305 | $18K | 0.00% | SOLD |
| 25 | — | SEA LTD | — | 16,000 | $16K | 0.00% | SOLD |
| 26 | TRN | TRINITY INDS INC | Industrials | 497 | $13K | 0.00% | SOLD |
| 27 | — | SNAP INC | — | 14,000 | $13K | 0.00% | SOLD |
| 28 | PSQO | PALMER SQUARE FUNDS TRUST | — | 620 | $13K | 0.00% | SOLD |
| 29 | DGS | WISDOMTREE TR | — | 220 | $13K | 0.00% | SOLD |
| 30 | VHT | VANGUARD WORLD FD | — | 43 | $12K | 0.00% | SOLD |
| 31 | — | GUARDANT HEALTH INC | — | 11,000 | $12K | 0.00% | SOLD |
| 32 | — | VOLATILITY SHS TR | — | 2,289 | $11K | 0.00% | SOLD |
| 33 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 125 | $6K | — | SOLD |
| 34 | — | MORGAN STANLEY PATHWAY FDS | — | 82 | $4K | — | SOLD |
| 35 | NVO | NOVO-NORDISK A S | Healthcare | 69 | $4K | — | SOLD |
| 36 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 38 | $3K | — | SOLD |
| 37 | SCD | LMP CAP & INCOME FD INC | Financial Services | 225 | $3K | — | SOLD |
| 38 | — | NEBIUS GROUP N.V. | — | 34 | $3K | — | SOLD |
| 39 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 1 | $2K | — | SOLD |
| 40 | SPMD | SPDR SERIES TRUST | — | 34 | $2K | — | SOLD |
Sector Allocation
Financial Services
50.3%
Technology
19.0%
Consumer Cyclical
13.0%
Energy
5.8%
Healthcare
2.9%
Basic Materials
2.3%
Communication Services
2.0%
Industrials
1.9%
Consumer Defensive
1.6%
Utilities
1.2%