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 | 1 3 YR TREAS BD | 51 | $2,002,327 | 24,523 | 0.00 | 0.00 | -65,430 | -72.74 | 06-30-2024 |
| WALMART INCORPORATED | Common | 52 | $1,945,560 | 28,734 | 0.00 | 28,734 | +Inf | 06-30-2024 | |
| PACER FDS TR | TRENDP US LAR CP | 53 | $1,899,624 | 38,176 | 0.00 | 0.00 | 6,929 | 22.17 | 06-30-2024 |
| GLOBAL X FDS | S&P 500 COVERED | 54 | $1,809,981 | 44,768 | 0.00 | 0.00 | -5,653 | -11.21 | 06-30-2024 |
