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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
SCHCSchwab Strategic Tr
Recent Activity
Decreased -3.68%
0.54%
$6.12M
158,849 shares@ $38.54 avg price
ISCFIshares Tr
Recent Activity
Decreased -3.53%
0.49%
$5.5M
156,020 shares@ $35.25 avg price
AAPLApple Inc
Recent Activity
Decreased -5.18%
0.47%
$5.3M
22,747 shares@ $233.01 avg price
MUBIshares Tr
Recent Activity
Increased 0.51%
0.41%
$4.633M
42,654 shares@ $108.63 avg price
VNQVanguard Index Fds
Recent Activity
Increased 11.83%
0.39%
$4.378M
44,939 shares@ $97.43 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.66%
0.36%
$4.067M
51,683 shares@ $78.69 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Decreased -0.16%
0.35%
$3.968M
84,178 shares@ $47.15 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -14.94%
0.31%
$3.504M
29,891 shares@ $117.23 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Increased 11.93%
0.26%
$2.975M
53,569 shares@ $55.54 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -11.45%
0.26%
$2.912M
6,768 shares@ $430.27 avg price