BEAM WEALTH ADVISORS, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Covington, LA
CIK
0001803426
Alternate names
BEAM Asset Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 105 157,691 HDV, IVV, SHY, BIL 13F-HR 1/30/2024 000180342624000001
Q3 2023 97 140,679 HDV, IVV, SHY, BIL 13F-HR 10/26/2023 000180342623000004
Q2 2023 104 144,069 IVV, SHY, HDV, IWR 13F-HR 7/26/2023 000180342623000003
Q1 2023 98 99,620 IWS, IUSV, IWF, IWR 13F-HR 4/26/2023 000180342623000002
Q4 2022 102 95,929 IWS, IUSV, IWR, IWF 13F-HR 1/23/2023 000180342623000001
Q3 2022 101 89,811 IWS, IUSV, VTI, IWF 13F-HR 10/19/2022 000180342622000006
Q2 2022 103 90,050 IWS, IUSV, VTI, FTEC 13F-HR 8/1/2022 000180342622000005
Q1 2022 87 87,055 IWS, FTEC, IUSV, IVV 13F-HR 4/25/2022 000180342622000003
Q4 2021 87 87,317 IWS, IVV, IUSV, IWM 13F-HR 1/14/2022 000180342622000002
Q3 2021 143 116,517 IWS, AAPL, QQQ, IVV 13F-HR 10/13/2021 000180342621000005
Q2 2021 140 115,929 IVV, IWS, AAPL, QQQ 13F-HR 7/12/2021 000180342621000004
Q1 2021 136 112,205 IVV, IWM, QQQ, AAPL 13F-HR 5/17/2021 000180342621000003
Q4 2020 125 105,973 AAPL, QQQ, IVV, IWM 13F-HR 1/26/2021 000180342621000001
Q3 2020 135 106,804 AAPL, IVV, QQQ, IWM 13F-HR 10/7/2020 000180342620000012
Q2 2020 137 99,349 IVV, QQQ, IWM, IWR 13F-HR 7/7/2020 000180342620000011
Q1 2020 143 100,955 IVV, FTEC, IJR, FLOT 13F-HR 4/8/2020 000180342620000009
Q4 2019 149 107,255 IVV, IJH, FLOT, IJR 13F-HR 2/14/2020 000180342620000008