BEAM WEALTH ADVISORS, INC.

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Covington, LA
CIK
0001803426
Alternate names
BEAM Asset Management, LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 98 99,620 13F-HR 4/26/2023 000180342623000002 BEAM WEALTH ADVISORS, INC.
Q4 2022 102 95,929 13F-HR 1/23/2023 000180342623000001 BEAM WEALTH ADVISORS, INC.
Q3 2022 101 89,811 13F-HR 10/19/2022 000180342622000006 BEAM WEALTH ADVISORS, INC.
Q2 2022 103 90,050 13F-HR 8/1/2022 000180342622000005 BEAM WEALTH ADVISORS, INC.
Q1 2022 87 87,055 13F-HR 4/25/2022 000180342622000003 BEAM WEALTH ADVISORS, INC.
Q4 2021 87 87,317 13F-HR 1/14/2022 000180342622000002 BEAM WEALTH ADVISORS, INC.
Q3 2021 143 116,517 13F-HR 10/13/2021 000180342621000005 BEAM Asset Management, LLC
Q2 2021 140 115,929 13F-HR 7/12/2021 000180342621000004 BEAM Asset Management, LLC
Q1 2021 136 112,205 13F-HR 5/17/2021 000180342621000003 BEAM Asset Management, LLC
Q4 2020 125 105,973 13F-HR 1/26/2021 000180342621000001 BEAM Asset Management, LLC
Q3 2020 135 106,804 13F-HR 10/7/2020 000180342620000012 BEAM Asset Management, LLC
Q2 2020 137 99,349 13F-HR 7/7/2020 000180342620000011 BEAM Asset Management, LLC
Q1 2020 143 100,955 13F-HR 4/8/2020 000180342620000009 BEAM Asset Management, LLC
Q4 2019 149 107,255 13F-HR 2/14/2020 000180342620000008 BEAM Asset Management, LLC