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 |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INCORPORATED | Common | 151 | $622,584 | 13,104 | 0.00 | 13,104 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | VALUE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -107 | -2.77 | 06-30-2024 |
| MCDONALDS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 157 | 7.81 | 06-30-2024 |
| ISHARES TR CRE U S REIT ETF | Exchange Traded Funds | 154 | $608,446 | 11,360 | 0.00 | 11,360 | +Inf | 06-30-2024 |
