Portfolio (Quarterly)
Guide ↗
Beaird Harris Wealth Management, LLC
· CIK 0001908938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | EMB | ISHARES TR | — | 20 | $2K | — | SOLD |
| 42 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 43 | $2K | — | SOLD |
| 43 | — | TIDAL TRUST II | — | 268 | $1K | — | SOLD |
| 44 | SPSM | SPDR SERIES TRUST | — | 16 | $750.0 | — | SOLD |
| 45 | APLD | APPLIED DIGITAL CORP | Technology | 24 | $587.0 | — | SOLD |
| 46 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 31 | $477.0 | — | SOLD |
| 47 | GGZ | GABELLI GLOBAL SMALL & MID C | Financial Services | 20 | $300.0 | — | SOLD |
| 48 | NTR | NUTRIEN LTD | Basic Materials | 5 | $293.0 | — | SOLD |
| 49 | — | TEGNA INC | — | 4 | $76.0 | — | SOLD |
| 50 | FELC | FIDELITY COVINGTON TRUST | — | 1 | $33.0 | — | SOLD |
| 51 | FQAL | FIDELITY COVINGTON TRUST | — | — | $28.0 | — | SOLD |
| 52 | IVT | INVENTRUST PPTYS CORP | Real Estate | 2,300 | — | — | SOLD |
| 53 | AOM | ISHARES TR | — | 300 | — | — | SOLD |
| 54 | NLOP | NET LEASE OFFICE PROPERTIES | Real Estate | 20 | — | — | 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%