GURUFOCUS.COM Guru List Institutional Investment Manager (13F) BEAM WEALTH ADVISORS, INC. Current Portfolio
BEAM WEALTH ADVISORS, INC.
|BEAM WEALTH ADVISORS, INC.|
|Last update 2023-01-23||102 Stocks (16 new)|
|Value $96.00 Mil||Turnover 21 %|
Top Holdings: IWS(6.45%) IUSV(4.29%) IWR(3.49%) IWF(3.33%) IWM(3.00%)Portfolio Report
BEAM WEALTH ADVISORS, INC. has disclosed 102 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $96.00 Mil. The turnover rate is 21%.
In BEAM WEALTH ADVISORS, INC.'s current portfolio as of 2022-12-31, the top 5 holdings are iShares Russell Mid-Cap Value ETF (IWS), ISHARES TRUST (IUSV), iShares Russell Mid-Cap ETF (IWR), iShares Russell 1000 Growth ETF (IWF), iShares Russell 2000 ETF (IWM), not including call and put options. BEAM WEALTH ADVISORS, INC. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for BEAM WEALTH ADVISORS, INC., as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for BEAM WEALTH ADVISORS, INC., which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for BEAM WEALTH ADVISORS, INC..
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