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BEAM WEALTH ADVISORS, INC.

13F
BEAM WEALTH ADVISORS, INC.
Last update 2025-05-12 102 Stocks (4 new)
Value $297.00 Mil Turnover 2 %
Countries:
BEAM WEALTH ADVISORS, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
98,528
55,363.1
-1.71%
18.670
-0.32%
0.010
+16.68%
+7.37%
623,772.3
 
SHY
iShares 1-3 Year Treasury Bond ETF
235,690
19,498.6
-2.16%
6.580
-0.13%
0.080
+0.58%
+2.49%
23,965.2
 
RAAX
VanEck Real Assets ETF
528,237
16,071.8
+4.77%
5.420
+0.25%
13.540
+7.51%
+12.81%
133.6
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
246,799
13,596.2
+1.30%
4.590
+0.06%
0.100
+19.85%
+17.30%
13,855.4
 
NVDA
NVIDIA Corp
77,294
8,377.1
-12.52%
2.830
-0.47%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
IUSV
ISHARES TRUST
80,849
7,461.6
+1.17%
2.520
+0.03%
0.040
+9.04%
+4.95%
21,281.5
 
VO
Vanguard Mid-Cap ETF
27,433
7,094.8
+1.18%
2.390
+0.03%
0.010
+14.26%
+8.28%
76,168.6
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
74,559
6,839.3
-6.89%
2.310
-0.16%
0.010
+1.08%
+2.14%
42,785.6
 
AAPL
Apple Inc
28,310
6,288.5
-10.07%
2.120
-0.25%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
IWF
iShares Russell 1000 Growth ETF
15,459
5,582.0
-3.65%
1.880
-0.07%
0.010
+23.74%
+6.86%
112,698.5
 

BEAM WEALTH ADVISORS, INC.'s Historical Top Holdings Breakdowns

BEAM WEALTH ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-03-31
Sold Out
Sold Out
-1.76%
468.34 ($508.07) 539.52
$556.22
9.48%
Sold Out
0
-10,871
GOOG
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.53%
156.06 ($183.12) 207.71
$180.55
-1.40%
New holding
10,039
10,039
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.47%
106.98 ($126.74) 149.43
$159.34
25.72%
Reduce -12.52%
77,294
-11,067
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.32%
554.06 ($590.51) 615.85
$628.17
6.38%
Reduce -1.71%
98,528
-1,718
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.25%
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -10.07%
28,310
-3,171
RAAX
VanEck Real Assets ETF
2025-03-31
Add
Add
+0.25%
28.3 ($29.54) 30.42
$31.80
7.65%
Add 4.77%
528,237
24,065
MBSF
Regan Floating Rate MBS ETF
2025-03-31
New Buy
New Buy
+0.23%
25.42 ($25.53) 25.72
$25.40
-0.51%
New holding
26,434
26,434
CMG
Chipotle Mexican Grill Inc
2025-03-31
Reduce
Reduce
-0.21%
47.79 ($54.38) 59.89
$57.07
4.95%
Reduce -37.53%
17,977
-10,799
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Reduce
Reduce
-0.16%
60.46 ($62.66) 64.42
$65.22
4.09%
Reduce -12.78%
57,908
-8,487
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.16%
91.45 ($91.59) 91.75
$91.50
-0.10%
Reduce -6.89%
74,559
-5,518

BEAM WEALTH ADVISORS, INC. Total Holding History ($B)

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BEAM WEALTH ADVISORS, INC.'s Asset Allocation

To

BEAM WEALTH ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BEAM WEALTH ADVISORS, INC.'s Hypothetical Growth since 2025-03-31

BEAM WEALTH ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BEAM WEALTH ADVISORS, INC.'s Holdings Heat Map

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