Portfolio (Quarterly)
Guide ↗
Beaird Harris Wealth Management, LLC
· CIK 0001908938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | EFX | EQUIFAX INC | Industrials | 2 | $361.0 | — | SOLD |
| 42 | ROP | ROPER TECHNOLOGIES INC | Industrials | 1 | $354.0 | — | SOLD |
| 43 | GEN | GEN DIGITAL INC | Technology | 17 | $321.0 | — | SOLD |
| 44 | CCL | CARNIVAL CORP | Consumer Cyclical | 12 | $303.0 | — | SOLD |
| 45 | LOGI | LOGITECH INTL S A | Technology | 3 | $274.0 | — | SOLD |
| 46 | HDB | HDFC BANK LTD | Financial Services | 9 | $231.0 | — | SOLD |
| 47 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 5 | $227.0 | — | SOLD |
| 48 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 2 | $143.0 | — | SOLD |
| 49 | PINS | PINTEREST INC | Communication Services | 5 | $92.0 | — | SOLD |
| 50 | STLA | STELLANTIS N.V | Consumer Cyclical | 10 | $74.0 | — | SOLD |
| 51 | HNI | HNI CORP | Industrials | 2 | $67.0 | — | SOLD |
| 52 | VEEV | VEEVA SYS INC | Healthcare | — | $55.0 | — | SOLD |
| 53 | — | GABELLI EQUITY TR INC | — | 3,920 | $28.0 | — | SOLD |
Sector Allocation
Financial Services
46.4%
Technology
20.4%
Consumer Cyclical
14.6%
Energy
5.4%
Healthcare
3.3%
Basic Materials
2.7%
Communication Services
2.2%
Industrials
2.1%
Consumer Defensive
1.6%
Utilities
1.2%