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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
VPUVanguard World Fd
Recent Activity
New Position
0.01%
$31,504
181 shares@ $174.06 avg price
GPNGlobal Pmts Inc
Recent Activity
New Position
0.01%
$24,581
240 shares@ $102.43 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
0.01%
$20,422
486 shares@ $42.03 avg price
ETHWBitwise Ethereum Etf
Recent Activity
New Position
0.01%
$19,868
1,067 shares@ $18.63 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$19,176
127 shares@ $151.0 avg price
MSMREtf Ser Solutions
Recent Activity
New Position
0.01%
$13,686
460 shares@ $29.76 avg price
MUIBlackrock Municipal Income
Recent Activity
New Position
0.01%
$12,744
1,013 shares@ $12.59 avg price
CONLGraniteshares Etf Tr
Recent Activity
New Position
0.01%
$12,420
500 shares@ $24.84 avg price
MYNBlackrock Muniyield N Y Qual
Recent Activity
New Position
0.01%
$10,910
1,012 shares@ $10.79 avg price
TSLLDirexion Shs Etf Tr
Recent Activity
New Position
0.01%
$5,528
400 shares@ $13.82 avg price