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CIK: 0001803426
Total reported value
$453.4M
$453.4M
102 檔
24.9%
In Q1 2025, Beam Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $453.4M, distributed across 102 disclosed stock positions.
In Q1 2025, Beam Wealth Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SHY, RAAX) accounted for 24.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $55.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.67% | -0.83% | -1.71% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.58% | -0.26% | -2.16% | |
| 3 | RAAX | Vaneck Real Assets ETF | ETF-Other | 5.42% | -0.88% | +4.77% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.59% | +0.23% | +1.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.01% | -12.52% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.52% | -0.07% | +1.17% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.39% | -0.11% | +1.18% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.31% | — | -6.89% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.12% | — | -10.07% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.88% | +1.04% | NEW | |
| 11 | HDV | Ishares Core High Dividend E | ETF-Other | 1.87% | +0.19% | NEW | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.81% | +0.07% | -2.66% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.50% | +0.01% | +0.26% | |
| 14 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.38% | -0.26% | +1.69% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.38% | +0.06% | -5.05% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | — | -6.07% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | +0.01% | +8.15% | |
| 18 | URTH | Ishares Msci World ETF | ETF-Other | 1.27% | — | -3.14% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.21% | -0.04% | -12.78% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.15% | -0.03% | -0.31% | |
| 21 | FMAG | Fidelity Magellan ETF | ETF-Other | 1.13% | -0.05% | -3.43% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | -0.08% | +4.29% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.08% | -0.02% | +1.82% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.05% | -0.08% | -10.99% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.02% | -0.04% | -2.49% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.31% | +5.05% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.99% | -0.01% | -5.92% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | — | -0.48% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.04% | -3.26% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | +0.04% | +0.54% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.87% | +0.04% | -3.42% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.22% | -5.04% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.79% | -0.05% | -1.44% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.01% | -5.71% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.11% | -3.11% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.75% | -0.07% | -1.43% | |
| 37 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.74% | — | -3.30% | |
| 38 | ETHW | Bitwise Ethereum ETF | ETF-Other | 0.69% | -0.29% | +3.18% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.07% | +30.03% | |
| 40 | IGF | Ishares Global Infrastructur | ETF-Other | 0.63% | — | -1.82% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | +0.32% | NEW | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.62% | +0.09% | +9.85% | |
| 43 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.59% | -0.06% | -2.68% | |
| 44 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.55% | +0.04% | +21.76% | |
| 45 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 0.55% | -0.03% | -2.64% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.12% | +2.15% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | — | |
| 48 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.51% | -0.01% | +10.12% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | — | -17.12% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | — | +6.17% |
According to official SEC Form 13F filings, Beam Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $453.4M across 102 disclosed positions in Q1 2025.
During Q1 2025, Beam Wealth Advisors, Inc.'s top holdings by market value included IVV (18.7%)、SHY (6.6%)、RAAX (5.4%). The largest single position, IVV, represented 18.7% of total portfolio value.
In Q1 2025, Beam Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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