Portfolio (Quarterly)
Guide ↗
BEAM WEALTH ADVISORS, INC.
· CIK 0001803426| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | Financial Services | 11,374 | $7.0M | 1.92% | SOLD |
| 2 | — | CADENCE BANK | — | 76,125 | $3.3M | 0.90% | SOLD |
| 3 | NFLX | NETFLIX INC | Communication Services | 17,746 | $1.7M | 0.46% | SOLD |
| 4 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 10,040 | $1.4M | 0.40% | SOLD |
| 5 | HOOD | ROBINHOOD MKTS INC | Financial Services | 10,383 | $1.2M | 0.32% | SOLD |
| 6 | WMB | WILLIAMS COS INC | Energy | 12,204 | $734K | 0.20% | SOLD |
| 7 | SCHV | SCHWAB STRATEGIC TR | — | 19,068 | $565K | 0.15% | SOLD |
| 8 | KEY | KEYCORP | Financial Services | 15,914 | $328K | 0.09% | SOLD |
| 9 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 10,497 | $293K | 0.08% | SOLD |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 12,852 | $253K | 0.07% | SOLD |
| 11 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 13,518 | $234K | 0.06% | SOLD |
Sector Allocation
Financial Services
39.2%
Technology
28.5%
Energy
17.0%
Consumer Defensive
7.9%
Consumer Cyclical
4.7%
Communication Services
1.7%
Healthcare
1.0%