BEAM WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$330M
Signature - Title
Amy Betts - CCO
Location
Covington, LA
Summary
This page shows a list of all the recent 13F filings made by BEAM WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BEAM WEALTH ADVISORS, INC. reported 102 stock holdings with total value $330M as of Q3 2024. Top holdings included IVV, SHY, HDV, NVDA, and EMXC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 102 $330M +$20.3M -$4.98M +$15.3M IVV, SHY, HDV, NVDA, EMXC 13F-HR 11/4/2024, 05:02 PM
Q2 2024 103 $300M +$168M -$34.6M +$134M IVV, SHY, HDV, NVDA, EMXC 13F-HR 8/7/2024, 12:45 PM
Q1 2024 114 $166M +$15.7M -$14.7M +$1.06M HDV, IVV, SHY, IUSV, IWF 13F-HR 4/30/2024, 04:48 PM
Q4 2023 105 $158M +$10.9M -$5.66M +$5.2M HDV, IVV, SHY, BIL, IUSV 13F-HR 1/30/2024, 07:57 PM
Q3 2023 97 $141M +$21.6M -$19.5M +$2.14M HDV, IVV, SHY, BIL, IUSV 13F-HR 10/26/2023, 11:46 AM
Q2 2023 104 $144M +$59.4M -$18.3M +$41.2M IVV, SHY, HDV, IWR, TLH 13F-HR 7/26/2023, 05:25 PM
Q1 2023 98 $99.6M +$2.93M -$2.33M +$606K IWS, IUSV, IWF, IWR, VTI 13F-HR 4/26/2023, 02:05 PM
Q4 2022 102 $95.9M +$20.6M -$19M +$1.61M IWS, IUSV, IWR, IWF, IWM 13F-HR 1/20/2023, 06:38 PM
Q3 2022 101 $89.8M +$9.24M -$4.66M +$4.58M IWS, IUSV, VTI, IWF, IWM 13F-HR 10/19/2022, 07:14 PM
Q2 2022 103 $90.1M +$22M -$6.73M +$15.3M IWS, IUSV, VTI, FTEC, IWM 13F-HR 8/1/2022, 02:53 PM
Q1 2022 87 $87.1M +$8.16M -$4.46M +$3.7M IWS, FTEC, IUSV, IVV, IWM 13F-HR 4/25/2022, 08:26 PM
Q4 2021 87 $87.3M +$12.1M -$47.5M -$35.4M IWS, IVV, IUSV, IWM, IWR 13F-HR 1/14/2022, 01:50 PM
Q3 2021 143 $117M +$9.1M -$7.41M +$1.69M IWS, AAPL, QQQ, IVV, IWM 13F-HR 10/13/2021, 06:02 PM
Q2 2021 140 $116M +$16.6M -$17.2M -$594K IVV, IWS, AAPL, QQQ, IWM 13F-HR 7/12/2021, 06:32 PM
Q1 2021 136 $112M +$8.84M -$6.54M +$2.3M IVV, IWM, QQQ, AAPL, IWR 13F-HR 5/17/2021, 12:35 PM
Q4 2020 125 $106M +$8.96M -$19.3M -$10.3M AAPL, QQQ, IVV, IWM, IWR 13F-HR 1/25/2021, 06:13 PM
Q3 2020 134 $107M +$11.7M -$6.59M +$5.13M AAPL, IVV, QQQ, IWM, IWR 13F-HR 10/7/2020, 02:10 PM
Q2 2020 136 $98.9M +$19.8M -$36.5M -$16.7M IVV, QQQ, IWM, IWR, BIV 13F-HR 7/7/2020, 05:25 PM
Q1 2020 142 $101M +$40.5M -$31.2M +$9.3M IVV, FTEC, IJR, FLOT, QQQ 13F-HR 4/8/2020, 04:26 PM
Q4 2019 148 $107M $0 $0 IVV, IJH, FLOT, IJR, FREL 13F-HR 2/13/2020, 08:08 PM