• 13F History

BEAM WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$316M
Signature - Title
Amy Betts - CCO
Location
Covington, LA
Summary
This page shows a list of all the recent 13F filings made by BEAM WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BEAM WEALTH ADVISORS, INC. reported 104 stock holdings with total value $316M as of Q4 2024. Top holdings included IVV, SHY, RAAX, EMXC, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 104 $316M +$24.2M -$37.2M -$13M IVV, SHY, RAAX, EMXC, NVDA 13F-HR 2/6/2025, 07:45 PM
Q3 2024 102 $330M +$20.3M -$4.98M +$15.3M IVV, SHY, HDV, NVDA, EMXC 13F-HR 11/4/2024, 05:02 PM
Q2 2024 103 $300M +$168M -$34.6M +$134M IVV, SHY, HDV, NVDA, EMXC 13F-HR 8/7/2024, 12:45 PM
Q1 2024 114 $166M +$15.7M -$14.7M +$1.06M HDV, IVV, SHY, IUSV, IWF 13F-HR 4/30/2024, 04:48 PM
Q4 2023 105 $158M +$10.9M -$5.66M +$5.2M HDV, IVV, SHY, BIL, IUSV 13F-HR 1/30/2024, 07:57 PM
Q3 2023 96 $140M +$21.6M -$14M +$7.65M HDV, IVV, SHY, BIL, IUSV 13F-HR 10/26/2023, 11:46 AM
Q2 2023 104 $144M +$59.4M -$13.5M +$46M IVV, SHY, HDV, IWR, TLH 13F-HR 7/26/2023, 05:25 PM
Q1 2023 98 $99.6M +$2.93M -$885K +$2.05M IWS, IUSV, IWF, IWR, VTI 13F-HR 4/26/2023, 02:05 PM
Q4 2022 101 $95.7M +$20.4M -$4.52M +$15.9M IWS, IUSV, IWR, IWF, IWM 13F-HR 1/20/2023, 05:38 PM
Q3 2022 100 $89.5M +$8.94M -$3.39M +$5.54M IWS, IUSV, VTI, IWF, IWM 13F-HR 10/19/2022, 07:14 PM
Q2 2022 103 $90.1M +$22M -$6.02M +$16M IWS, IUSV, VTI, FTEC, IWM 13F-HR 8/1/2022, 02:53 PM
Q1 2022 87 $87.1M +$8.16M -$2.01M +$6.16M IWS, FTEC, IUSV, IVV, IWM 13F-HR 4/25/2022, 08:26 PM
Q4 2021 87 $87.3M +$12.1M -$12.2M -$158K IWS, IVV, IUSV, IWM, IWR 13F-HR 1/14/2022, 12:50 PM
Q3 2021 143 $117M +$9.1M -$7.21M +$1.9M IWS, AAPL, QQQ, IVV, IWM 13F-HR 10/13/2021, 06:02 PM
Q2 2021 140 $116M +$16.6M -$17.2M -$594K IVV, IWS, AAPL, QQQ, IWM 13F-HR 7/12/2021, 06:32 PM
Q1 2021 136 $112M +$8.84M -$6.54M +$2.3M IVV, IWM, QQQ, AAPL, IWR 13F-HR 5/17/2021, 12:35 PM
Q4 2020 125 $106M +$8.96M -$12.9M -$3.95M AAPL, QQQ, IVV, IWM, IWR 13F-HR 1/25/2021, 05:13 PM
Q3 2020 134 $102M +$12.1M -$1.61M +$10.5M AAPL, IVV, QQQ, IWM, IWR 13F-HR 10/7/2020, 02:10 PM
Q2 2020 135 $96.6M +$19.5M -$14.2M +$5.29M IVV, QQQ, IWM, IWR, BIV 13F-HR 7/7/2020, 05:25 PM
Q1 2020 141 $97.5M +$37.9M -$13.9M +$24M IVV, FTEC, IJR, FLOT, QQQ 13F-HR 4/8/2020, 04:26 PM
Q4 2019 147 $105M IVV, IJH, FLOT, IJR, FREL 13F-HR 2/13/2020, 07:08 PM