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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IEF +27,079+$2,563
GOOG +2,905+$442
MDYG +4,986+$435
TDVG +9,201+$350
DIS +2,616+$320
CEG +1,624+$300
IBM +1,441+$275
VAW +1,222+$250
ITB +2,057+$238
C +3,456+$219
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
PULS -59,486-$2,938
DJD -13,293-$612
VCIT -2,734-$222
BA -820-$214
RIO -2,843-$212
FDTX -7,174-$205
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
TLT +23,544+$2,148
IJH +14,137+$125
WMT +13,682+$138
F +4,202+$69
XYLD +3,913+$223
EMXC +3,035+$403
FUTY +2,759+$142
SPY +2,381+$1,505
QQQ +2,314+$1,230
IJR +2,231+$251
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SHY -40,587-$3,353
BIL -33,105-$3,000
TLH -5,464-$719
T -3,958-$45
HNDL -2,747-$37
QYLD -2,692-$17
VOO -2,049-$809
VTI -1,957-$219
HDV -1,917+$875
Beam Wealth Advisors Inc. Info
Size ($ in 1000's)
At 03/31/2024: $166,431
At 12/31/2023: $157,688

Beam Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beam Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Beam Wealth Advisors Inc.
As of  03/31/2024, we find all stocks held by Beam Wealth Advisors Inc. to be as follows, presented in the table below with each row detailing each Beam Wealth Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Beam Wealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Beam Wealth Advisors Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (HDV) 130,272 -1,917 $14,357
     HDV130,272-1,917$14,357
ISHARES TR (IVV) 24,883 +692 $13,081
     IVV24,883+692$13,081
ISHARES TR (SHY) 89,953 -40,587 $7,356
     SHY89,953-40,587$7,356
ISHARES TR (IUSV) 78,522 +277 $7,102
     IUSV78,522+277$7,102
ISHARES TR (IWF) 19,041 -71 $6,418
     IWF19,041-71$6,418
ISHARES INC (EMXC) 108,723 +3,035 $6,259
     EMXC108,723+3,035$6,259
ISHARES TR (IWR) 68,924 -1,800 $5,796
     IWR68,924-1,800$5,796
SPDR SER TR (BIL) 62,231 -33,105 $5,713
     BIL62,231-33,105$5,713
ISHARES TR (IWM) 22,153 -75 $4,659
     IWM22,153-75$4,659
ISHARES TR (TLH) 39,597 -5,464 $4,159
     TLH39,597-5,464$4,159
SPDR S&P 500 ETF TR (SPY) 7,803 +2,381 $4,082
     SPY7,803+2,381$4,082
ISHARES TR (TLT) 42,429 +23,544 $4,015
     TLT42,429+23,544$4,015
FIDELITY COVINGTON TRUST 140,212 -290 $3,936
     FMAG140,212-290$3,936
ISHARES INC (URTH) 26,660 -152 $3,863
     URTH26,660-152$3,863
INVESCO QQQ TR 8,199 +2,314 $3,640
     QQQ8,199+2,314$3,640
ISHARES TR (IDEV) 47,645 -1,384 $3,198
     IDEV47,645-1,384$3,198
VANGUARD INDEX FDS (VTI) 10,816 -1,957 $2,811
     VTI10,816-1,957$2,811
J P MORGAN EXCHANGE TRADED F (JEPI) 47,822 +989 $2,767
     JEPI47,822+989$2,767
ISHARES TR (IWP) 22,734 -32 $2,595
     IWP22,734-32$2,595
ISHARES TR (IEF) 27,079 +27,079 $2,563
     IEF27,079+27,079$2,563
SCHWAB STRATEGIC TR 30,612 +245 $2,468
     SCHD30,612+245$2,468
APPLE INC 12,258 +605 $2,102
     AAPL12,258+605$2,102
GLOBAL X FDS 50,421 +3,913 $2,057
     XYLD50,421+3,913$2,057
ISHARES TR (EFG) 16,064 +80 $1,667
     EFG16,064+80$1,667
ISHARES TR (IGF) 33,129 +314 $1,578
     IGF33,129+314$1,578
FIDELITY COVINGTON TRUST 73,760 +782 $1,543
     FIDI73,760+782$1,543
MICROSOFT CORP 3,578 -202 $1,505
     MSFT3,578-202$1,505
PACER FDS TR 31,247 -1,185 $1,491
     PTLC31,247-1,185$1,491
J P MORGAN EXCHANGE TRADED F (JSCP) 30,190 +327 $1,405
     JSCP30,190+327$1,405
EXXON MOBIL CORP 11,520 -21 $1,339
     XOM11,520-21$1,339
INVESCO EXCH TRADED FD TR II (PGX) 108,385 -888 $1,288
     PGX108,385-888$1,288
CHEVRON CORP NEW 8,114 +48 $1,280
     CVX8,114+48$1,280
WALMART INC 20,717 +13,682 $1,247
     WMT20,717+13,682$1,247
ISHARES TR (ISCG) 26,488 +60 $1,234
     ISCG26,488+60$1,234
GLACIER BANCORP INC NEW 30,374 UNCH $1,223
     GBCI30,374UNCH$1,223
SPDR GOLD TR (GLD) 5,846 +873 $1,203
     GLD5,846+873$1,203
NVIDIA CORPORATION 1,245 +540 $1,125
     NVDA1,245+540$1,125
CADENCE BANK 37,069 UNCH $1,075
     CADE37,069UNCH$1,075
ISHARES TR (IJH) 17,530 +14,137 $1,065
     IJH17,530+14,137$1,065
AMAZON COM INC 5,241 +737 $945
     AMZN5,241+737$945
VANGUARD INDEX FDS (VOO) 1,963 -2,049 $944
     VOO1,963-2,049$944
GLOBAL X FDS 52,554 -2,692 $941
     QYLD52,554-2,692$941
SCHWAB STRATEGIC TR 13,951 +38 $866
     SCHX13,951+38$866
J P MORGAN EXCHANGE TRADED F (JEPQ) 15,187 +257 $824
     JEPQ15,187+257$824
STRATEGY SHS 38,302 -2,747 $812
     HNDL38,302-2,747$812
FIDELITY COVINGTON TRUST 18,901 +2,759 $802
     FUTY18,901+2,759$802
VANGUARD INDEX FDS (VUG) 1,935 -303 $666
     VUG1,935-303$666
ELI LILLY & CO 848 -475 $660
     LLY848-475$660
ISHARES TR (USRT) 11,895 +1,005 $640
     USRT11,895+1,005$640
ISHARES TR (IYF) 6,669 -334 $638
     IYF6,669-334$638
MCDONALDS CORP 2,166 +139 $611
     MCD2,166+139$611
VANGUARD INDEX FDS (VTV) 3,754 +137 $611
     VTV3,754+137$611
ISHARES TR (EFA) 7,210 +909 $576
     EFA7,210+909$576
VANGUARD ADMIRAL FDS INC (VOOG) 1,792 -4 $546
     VOOG1,792-4$546
SCHWAB STRATEGIC TR 5,841 +13 $542
     SCHG5,841+13$542
ISHARES TR (IWS) 4,110 -435 $515
     IWS4,110-435$515
META PLATFORMS INC 1,012 +172 $492
     META1,012+172$492
JPMORGAN CHASE & CO 2,399 +105 $481
     JPM2,399+105$481
ISHARES TR (IJR) 4,301 +2,231 $475
     IJR4,301+2,231$475
HOME DEPOT INC 1,237 +106 $474
     HD1,237+106$474
AT&T INC 26,437 -3,958 $465
     T26,437-3,958$465
VISA INC 1,664 +264 $464
     V1,664+264$464
JOHNSON & JOHNSON 2,869 +311 $454
     JNJ2,869+311$454
COCA COLA CO 7,312 +215 $447
     KO7,312+215$447
ALPHABET INC 2,905 +2,905 $442
     GOOG2,905+2,905$442
MASTERCARD INCORPORATED 912 +149 $439
     MA912+149$439
SPDR SER TR (MDYG) 4,986 +4,986 $435
     MDYG4,986+4,986$435
ETF SER SOLUTIONS (NUSI) 17,288 +311 $408
     NUSI17,288+311$408
ISHARES TR (HYG) 5,031 -197 $391
     HYG5,031-197$391
MERCK & CO INC 2,939 +126 $388
     MRK2,939+126$388
VANGUARD TAX MANAGED FDS (VEA) 7,686 +17 $386
     VEA7,686+17$386
LYONDELLBASELL INDUSTRIES N 3,684 +45 $377
     LYB3,684+45$377
SPDR SER TR (PSK) 10,461 -163 $365
     PSK10,461-163$365
SOUTHERN CO 5,094 -303 $365
     SO5,094-303$365
VANGUARD INDEX FDS (VNQ) 4,155 +1,125 $359
     VNQ4,155+1,125$359
T ROWE PRICE ETF INC (TDVG) 9,201 +9,201 $350
     TDVG9,201+9,201$350
VERIZON COMMUNICATIONS INC 8,331 +72 $350
     VZ8,331+72$350
VANGUARD INTL EQUITY INDEX F (VWO) 8,285 +755 $346
     VWO8,285+755$346
VANGUARD WHITEHALL FDS (VYM) 2,862 +13 $346
     VYM2,862+13$346
CATERPILLAR INC 919 +90 $337
     CAT919+90$337
BROWN FORMAN CORP      $334
     BF.B6,469+9$334
ISHARES TR (IWN) 2,104 -130 $334
     IWN2,104-130$334
INVESCO EXCHANGE TRADED FD T (PTH) 7,337 -322 $323
     PTH7,337-322$323
DISNEY WALT CO 2,616 +2,616 $320
     DIS2,616+2,616$320
VANGUARD WORLD FD (VPU) 2,168 +646 $309
     VPU2,168+646$309
CONSTELLATION ENERGY CORP 1,624 +1,624 $300
     CEG1,624+1,624$300
GLOBAL X FDS 12,960 +221 $295
     DJIA12,960+221$295
ISHARES TR (MXI) 3,257 -176 $291
     MXI3,257-176$291
CISCO SYS INC 5,800 +1,376 $289
     CSCO5,800+1,376$289
PROCTER AND GAMBLE CO 1,746 -690 $283
     PG1,746-690$283
AMERICAN EXPRESS CO 1,226 +137 $279
     AXP1,226+137$279
ALPHABET INC 1,823 +164 $275
     GOOGL1,823+164$275
INTERNATIONAL BUSINESS MACHS 1,441 +1,441 $275
     IBM1,441+1,441$275
INVESCO ACTIVELY MANAGED ETF (PSR) 3,051 -172 $269
     PSR3,051-172$269
PIMCO CORPORATE & INCOME OPP 16,857 +422 $251
     PTY16,857+422$251
VANGUARD WORLD FD (VAW) 1,222 +1,222 $250
     VAW1,222+1,222$250
ISHARES TR (PFF) 7,554 -289 $243
     PFF7,554-289$243
INTUIT 371 UNCH $241
     INTU371UNCH$241
ISHARES TR (ITB) 2,057 +2,057 $238
     ITB2,057+2,057$238
FIDELITY COVINGTON TRUST 1,487 -36 $232
     FTEC1,487-36$232
GOLDMAN SACHS BDC INC 14,950 +426 $224
     GSBD14,950+426$224
CITIGROUP INC 3,456 +3,456 $219
     C3,456+3,456$219
FORD MTR CO DEL 16,345 +4,202 $217
     F16,345+4,202$217
SUPER MICRO COMPUTER INC 215 +215 $217
     SMCI215+215$217
TESLA INC 1,185 -548 $208
     TSLA1,185-548$208
GENERAL ELECTRIC CO 1,167 +1,167 $205
     GE1,167+1,167$205
ALTRIA GROUP INC 4,700 +4,700 $205
     MO4,700+4,700$205
CONSTELLATION BRANDS INC 750 -250 $204
     STZ750-250$204
UNITEDHEALTH GROUP INC 406 -79 $201
     UNH406-79$201
VANGUARD INDEX FDS (VB) 880 +880 $201
     VB880+880$201
ENERGY TRANSFER L P 10,219 +10,219 $161
     ET10,219+10,219$161
VECTOR GROUP LTD 12,721 +224 $139
     VGR12,721+224$139
SERVICE PPTYS TR 12,484 UNCH $85
     SVC12,484UNCH$85
MEDICAL PPTYS TRUST INC 15,775 +0 $74
     MPW15,775UNCH$74
BOEING CO $0 (exited)
     BA0-820$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     DJD0-13,293$0
FIDELITY COVINGTON TRUST $0 (exited)
     FDTX0-7,174$0
PGIM ETF TR $0 (exited)
     PULS0-59,486$0
RIO TINTO PLC $0 (exited)
     RIO0-2,843$0
VANGUARD SCOTTSDALE FDS 0 -2,734 $0 (exited)
     VCIT0-2,734$0

See Summary: Beam Wealth Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Beam Wealth Advisors Inc.

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