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Clint Dunn

@Beaird Harris Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOTVanguard Index Fds
Recent Activity
New Position
0.03%
$321,867
1,322 shares@ $243.47 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.03%
$314,372
2,906 shares@ $108.19 avg price
XEFRXEaton Vance Sr Fltng Rte Tr
Recent Activity
New Position
0.03%
$295,835
23,203 shares@ $12.75 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.03%
$239,214
10,928 shares@ $21.9 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.02%
$161,341
66,123 shares@ $2.45 avg price
MSTXTidal Tr Ii
Recent Activity
New Position
0.02%
$148,013
5,102 shares@ $29.02 avg price
TWSTTwist Bioscience Corp
Recent Activity
New Position
0.01%
$94,878
2,100 shares@ $45.18 avg price
NUTXNutex Health Inc
Recent Activity
New Position
0.01%
$69,440
3,200 shares@ $21.7 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.01%
$65,190
11,579 shares@ $5.64 avg price
LHLabcorp Holdings Inc
Recent Activity
New Position
0.01%
$55,424
248 shares@ $223.49 avg price