Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BEAM WEALTH ADVISORS INC 08-07-2024 06-30-2024 104 300,363,149
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF Exchange Traded Funds 1 $50,162,795 91,667 0.02 91,667 +Inf 06-30-2024
ISHARES TR 1 3 YR TREAS BD Exchange Traded Funds 2 $23,548,403 288,407 0.01 288,407 +Inf 06-30-2024
ISHARES TR CORE HIGH DV ETF 3 $21,238,022 195,382 0.01 0.01 65,110 49.98 06-30-2024
NVIDIA CORPORATION Common 4 $16,074,414 130,115 0.01 130,115 +Inf 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6