Beam Wealth Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $1.55M | 0.4% |
| KINDER MORGAN, INC. | $1.47M | 0.4% |
| iShares MSCI UAE ETF | $1.46M | 0.4% |
| PROCTER & GAMBLE Co | $1.44M | 0.4% |
| ISHARES GOLD TR | $1.42M | 0.4% |
| COCA COLA CO | $1.42M | 0.4% |
| GLOBAL X FDS | $1.38M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $1.38M | 0.4% |
| GLACIER BANCORP, INC. | $1.32M | 0.4% |
| SPROTT ASSET MANAGEMENT LP | $1.24M | 0.3% |
| Robinhood Markets, Inc. | $1.17M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $1.17M | 0.3% |
| SCHWAB STRATEGIC TR | $1.09M | 0.3% |
| BANK OF AMERICA CORP /DE | $1.08M | 0.3% |
| SCHWAB STRATEGIC TR | $1.06M | 0.3% |
| SPDR SERIES TRUST | $1.06M | 0.3% |
| VALUED ADVISERS TR | $1.01M | 0.3% |
| ALLSPRING EXCHANGE TRADED FU | $1.00M | 0.3% |
| INVESCO EXCH TRADED FD TR II | $991.0K | 0.3% |
| CISCO SYSTEMS, INC. | $984.4K | 0.3% |
| AT&T INC. | $982.1K | 0.3% |
| FLEXSHARES TR | $932.0K | 0.3% |
| FLEXSHARES TR | $916.2K | 0.3% |
| PACER FDS TR | $910.3K | 0.2% |
| FLEXSHARES TR | $887.7K | 0.2% |
| FIDELITY COVINGTON TRUST | $814.5K | 0.2% |
| FIRST TR EXCHANGE TRADED FD | $799.7K | 0.2% |
| ISHARES TR | $799.7K | 0.2% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $799.3K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $797.5K | 0.2% |
| HARRIS OAKMARK ETF TRUST | $748.7K | 0.2% |
| Williams Cos Inc/The | $733.6K | 0.2% |
| INNOVATOR ETFS TRUST | $706.7K | 0.2% |
| PFIZER INC | $696.7K | 0.2% |
| CAPITAL GROUP DIVIDEND VALUE | $657.1K | 0.2% |
| ISHARES TR | $617.4K | 0.2% |
| Energy Transfer LPET | $591.6K | 0.2% |
| ISHARES TR | $583.2K | 0.2% |
| SCHWAB STRATEGIC TR | $564.6K | 0.2% |
| SELECT SECTOR SPDR TR | $538.8K | 0.1% |
| STRATEGY SHS | $517.1K | 0.1% |
| GRAYSCALE ETHEREUM TRUST ETF | $506.3K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $476.2K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $441.5K | 0.1% |
| FIDELITY COVINGTON TRUST | $423.4K | 0.1% |
| SPDR SERIES TRUST | $403.1K | 0.1% |
| Chipotle Mexican Grill Inc | $378.9K | 0.1% |
| Viatris Inc | $347.1K | 0.1% |
| JAPAN SMALLER CAPITALIZATION | $337.9K | 0.1% |
| KEYCORP /NEW | $328.5K | 0.1% |