HoldingsChannel.com
BEAM Asset Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 28,931 +8,783 $7,476
     IVV28,931+8,783$7,476
FIDELITY COVINGTON TR 47,495 +47,495 $2,977
     FTEC47,495+47,495$2,977
ISHARES TR (IJR) 51,680 +17,713 $2,900
     IJR51,680+17,713$2,900
ISHARES TR (FLOT) 50,635 -25,507 $2,468
     FLOT50,635-25,507$2,468
INVESCO QQQ TR 11,471 -1,369 $2,184
     QQQ11,471-1,369$2,184
ISHARES INC (ACWV) 25,042 +16,904 $2,012
     ACWV25,042+16,904$2,012
APPLE INC 7,677 -254 $1,952
     AAPL7,677-254$1,952
ISHARES TR (IWM) 16,671 +14,367 $1,908
     IWM16,671+14,367$1,908
ISHARES TR (IWR) 42,868 +42,868 $1,851
     IWR42,868+42,868$1,851
ISHARES TR (AGG) 15,497 +11,996 $1,788
     AGG15,497+11,996$1,788
ISHARES TR (IJH) 11,692 -7,845 $1,682
     IJH11,692-7,845$1,682
ISHARES TR (IWF) 10,327 +10,327 $1,556
     IWF10,327+10,327$1,556
ISHARES TR (IUSV) 32,851 +32,851 $1,517
     IUSV32,851+32,851$1,517
ISHARES INC (URTH) 19,163 +19,163 $1,493
     URTH19,163+19,163$1,493
ISHARES TR (SUB) 13,930 -706 $1,481
     SUB13,930-706$1,481
FIDELITY COVINGTON TR 70,412 -28,866 $1,465
     FREL70,412-28,866$1,465
PIMCO ETF TR (MUNI) 26,328 +26,328 $1,436
     MUNI26,328+26,328$1,436
FIDELITY COVINGTON TR 33,162 +33,162 $1,425
     FHLC33,162+33,162$1,425
ISHARES TR (HYG) 18,231 +18,231 $1,405
     HYG18,231+18,231$1,405
ISHARES TR (IJS) 13,701 +7,777 $1,369
     IJS13,701+7,777$1,369
INVESCO EXCHANGE TRADED FD T (PTH) 15,553 +15,553 $1,326
     PTH15,553+15,553$1,326
ISHARES TR (MCHI) 22,784 +15,938 $1,304
     MCHI22,784+15,938$1,304
ISHARES TR (IBDO) 49,709 +1,652 $1,243
     IBDO49,709+1,652$1,243
INVESCO ACTIVELY MANAGED ETF (VRIG) 54,321 +54,321 $1,235
     VRIG54,321+54,321$1,235
ISHARES TR (IYY) 8,821 +8,821 $1,113
     IYY8,821+8,821$1,113
VANGUARD BD INDEX FDS (BIV) 12,304 +8,344 $1,099
     BIV12,304+8,344$1,099
VANGUARD INDEX FDS (VTI) 8,199 -638 $1,057
     VTI8,199-638$1,057
INVESCO ACTIVELY MANAGED ETF (PSR) 14,235 +14,235 $1,022
     PSR14,235+14,235$1,022
INVESCO EXCHANGE TRADED FD T (XSLV) 30,602 +22,983 $1,014
     XSLV30,602+22,983$1,014
WP CAREY INC 17,300 +548 $1,005
     WPC17,300+548$1,005
ISHARES TR (TFLO) 19,021 -806 $957
     TFLO19,021-806$957
ISHARES TR (IYF) 9,781 +9,781 $952
     IYF9,781+9,781$952
INVESCO EXCHANGE TRADED FD T (XMLV) 23,199 +10,429 $924
     XMLV23,199+10,429$924
ISHARES TR (CMBS) 16,898 +16,898 $907
     CMBS16,898+16,898$907
SPDR DOW JONES INDL AVRG ETF (DIA) 4,057 +2,712 $889
     DIA4,057+2,712$889
FACEBOOK INC 5,130 -68 $856
     FB5,130-68$856
MICROSOFT CORP 5,086 -775 $802
     MSFT5,086-775$802
ISHARES TR (IWY) 9,358 -815 $788
     IWY9,358-815$788
AMAZON COM INC 403 +93 $786
     AMZN403+93$786
PEOPLES UTAH BANCORP 39,577 -370 $767
     PUB39,577-370$767
ISHARES TR (PFF) 22,907 -2,812 $729
     PFF22,907-2,812$729
ISHARES TR (SHYG) 17,137 -29,480 $700
     SHYG17,137-29,480$700
ISHARES TR (IDU) 5,037 +5,037 $696
     IDU5,037+5,037$696
SPDR S&P 500 ETF TR (SPY) 2,661 -1,317 $686
     SPY2,661-1,317$686
NORFOLK SOUTHERN CORP 4,564 -126 $666
     NSC4,564-126$666
ISHARES TR (IYC) 3,741 +1,286 $663
     IYC3,741+1,286$663
ISHARES TR (MUB) 5,859 -8,949 $662
     MUB5,859-8,949$662
VANGUARD SCOTTSDALE FDS (VCIT) 7,567 -2,828 $659
     VCIT7,567-2,828$659
BERKSHIRE HATHAWAY INC DEL      $655
     BRK.B3,582+149$655
VANGUARD BD INDEX FDS (BND) 7,557 -3,522 $645
     BND7,557-3,522$645

See Full List: All Stocks Held By BEAM Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BEAM Asset Management LLC

Size ($ in 1000's)
At 03/31/2020: $100,955
At 12/31/2019: $107,255

BEAM Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BEAM Asset Management LLC 13F filings. Link to 13F filings: SEC filings

BEAM Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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