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
GLOBAL X NASDAQ 100 COVERED CALL ETF Exchange Traded Funds 101 $992,117 56,147 0.00 56,147 +Inf 06-30-2024
ISHARES TR CORE S&P MCP ETF Exchange Traded Funds 102 $986,061 16,850 0.00 16,850 +Inf 06-30-2024
AMAZON COM INC COM Liquidated $0 0 0.00 0.00 901 20.76 06-30-2024
VANGUARD INDEX FDS S&P 500 ETF SHS Liquidated $0 0 0.00 0.00 -1,193 -37.80 06-30-2024
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