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
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