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All Stocks Held By Beam Wealth Advisors Inc.
As of  12/31/2023, we find all stocks held by Beam Wealth Advisors Inc. to be as follows, presented in the table below with each row detailing each Beam Wealth Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Beam Wealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Beam Wealth Advisors Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ISHARES TR (HDV) 132,189 +5,397 $13,482
     HDV132,189+5,397$13,482
ISHARES TR (IVV) 24,191 -733 $11,554
     IVV24,191-733$11,554
ISHARES TR (SHY) 130,540 -55 $10,709
     SHY130,540-55$10,709
SPDR SER TR (BIL) 95,336 +21,826 $8,713
     BIL95,336+21,826$8,713
ISHARES TR (IUSV) 78,245 +450 $6,598
     IUSV78,245+450$6,598
ISHARES INC (EMXC) 105,688 +14,945 $5,856
     EMXC105,688+14,945$5,856
ISHARES TR (IWF) 19,112 +206 $5,794
     IWF19,112+206$5,794
ISHARES TR (IWR) 70,724 -6,511 $5,497
     IWR70,724-6,511$5,497
ISHARES TR (TLH) 45,061 -3,319 $4,878
     TLH45,061-3,319$4,878
ISHARES TR (IWM) 22,228 -133 $4,461
     IWM22,228-133$4,461
ISHARES INC (URTH) 26,812 -799 $3,567
     URTH26,812-799$3,567
FIDELITY COVINGTON TRUST 140,502 +7,787 $3,387
     FMAG140,502+7,787$3,387
ISHARES TR (IDEV) 49,029 -5,591 $3,121
     IDEV49,029-5,591$3,121
VANGUARD INDEX FDS (VTI) 12,773 -402 $3,030
     VTI12,773-402$3,030
PGIM ETF TR (PULS) 59,486 +59,486 $2,938
     PULS59,486+59,486$2,938
SPDR S&P 500 ETF TR (SPY) 5,422 +168 $2,577
     SPY5,422+168$2,577
J P MORGAN EXCHANGE TRADED F (JEPI) 46,833 -2,305 $2,575
     JEPI46,833-2,305$2,575
INVESCO QQQ TR 5,885 +833 $2,410
     QQQ5,885+833$2,410
ISHARES TR (IWP) 22,766 +2,295 $2,378
     IWP22,766+2,295$2,378
SCHWAB STRATEGIC TR 30,367 -1,233 $2,312
     SCHD30,367-1,233$2,312
APPLE INC 11,653 -6 $2,244
     AAPL11,653-6$2,244
ISHARES TR (TLT) 18,885 +3,569 $1,867
     TLT18,885+3,569$1,867
GLOBAL X FDS 46,508 -1,846 $1,834
     XYLD46,508-1,846$1,834
VANGUARD INDEX FDS (VOO) 4,012 +856 $1,753
     VOO4,012+856$1,753
ISHARES TR (EFG) 15,984 +1,063 $1,548
     EFG15,984+1,063$1,548
ISHARES TR (IGF) 32,815 +3,539 $1,544
     IGF32,815+3,539$1,544
FIDELITY COVINGTON TRUST 72,978 +7,977 $1,503
     FIDI72,978+7,977$1,503
MICROSOFT CORP 3,780 +73 $1,421
     MSFT3,780+73$1,421
PACER FDS TR 32,432 +3,404 $1,403
     PTLC32,432+3,404$1,403
J P MORGAN EXCHANGE TRADED F (JSCP) 29,863 -6,040 $1,390
     JSCP29,863-6,040$1,390
GLACIER BANCORP INC NEW 30,374 UNCH $1,255
     GBCI30,374UNCH$1,255
INVESCO EXCH TRADED FD TR II (PGX) 109,273 -8,516 $1,253
     PGX109,273-8,516$1,253
CHEVRON CORP NEW 8,066 -775 $1,203
     CVX8,066-775$1,203
ISHARES TR (ISCG) 26,428 +1,971 $1,163
     ISCG26,428+1,971$1,163
EXXON MOBIL CORP 11,541 -16 $1,154
     XOM11,541-16$1,154
WALMART INC 7,035 -135 $1,109
     WMT7,035-135$1,109
CADENCE BANK 37,069 UNCH $1,097
     CADE37,069UNCH$1,097
GLOBAL X FDS 55,246 -6,911 $958
     QYLD55,246-6,911$958
SPDR GOLD TR (GLD) 4,973 -458 $951
     GLD4,973-458$951
ISHARES TR (IJH) 3,393 -122 $940
     IJH3,393-122$940
STRATEGY SHS 41,049 -2,316 $849
     HNDL41,049-2,316$849
SCHWAB STRATEGIC TR 13,913 +770 $785
     SCHX13,913+770$785
ELI LILLY & CO 1,323 -1 $771
     LLY1,323-1$771
J P MORGAN EXCHANGE TRADED F (JEPQ) 14,930 -1,576 $745
     JEPQ14,930-1,576$745
VANGUARD INDEX FDS (VUG) 2,238 -126 $696
     VUG2,238-126$696
AMAZON COM INC 4,504 +164 $684
     AMZN4,504+164$684
FIDELITY COVINGTON TRUST 16,142 -2,475 $660
     FUTY16,142-2,475$660
INVESCO EXCHANGE TRADED FD T (DJD) 13,293 -16,420 $612
     DJD13,293-16,420$612
MCDONALDS CORP 2,027 +18 $601
     MCD2,027+18$601
ISHARES TR (IYF) 7,003 -2,104 $598
     IYF7,003-2,104$598
ISHARES TR (USRT) 10,890 -2,719 $591
     USRT10,890-2,719$591
VANGUARD INDEX FDS (VTV) 3,617 -244 $541
     VTV3,617-244$541
ISHARES TR (IWS) 4,545 -1,950 $528
     IWS4,545-1,950$528
AT&T INC 30,395 -262 $510
     T30,395-262$510
VANGUARD ADMIRAL FDS INC (VOOG) 1,796 -9 $486
     VOOG1,796-9$486
SCHWAB STRATEGIC TR 5,828 +433 $484
     SCHG5,828+433$484
ISHARES TR (EFA) 6,301 -11 $475
     EFA6,301-11$475
TESLA INC 1,733 +30 $430
     TSLA1,733+30$430
COCA COLA CO 7,097 +47 $418
     KO7,097+47$418
ISHARES TR (HYG) 5,228 -200 $405
     HYG5,228-200$405
JOHNSON & JOHNSON 2,558 +41 $401
     JNJ2,558+41$401
HOME DEPOT INC 1,131 +23 $392
     HD1,131+23$392
JPMORGAN CHASE & CO 2,294 -66 $390
     JPM2,294-66$390
ETF SER SOLUTIONS (NUSI) 16,977 -1,418 $380
     NUSI16,977-1,418$380
SOUTHERN CO 5,397 +51 $378
     SO5,397+51$378
BROWN FORMAN CORP      $369
     BF.B6,460+8$369
VANGUARD TAX MANAGED FDS (VEA) 7,669 +37 $367
     VEA7,669+37$367
VISA INC 1,400 -1 $364
     V1,400-1$364
PROCTER AND GAMBLE CO 2,436 +27 $357
     PG2,436+27$357
SPDR SER TR (PSK) 10,624 -175 $356
     PSK10,624-175$356
NVIDIA CORPORATION 705 +40 $349
     NVDA705+40$349
ISHARES TR (IWN) 2,234 -1,190 $347
     IWN2,234-1,190$347
LYONDELLBASELL INDUSTRIES N 3,639 -8 $346
     LYB3,639-8$346
MASTERCARD INCORPORATED 763 +3 $325
     MA763+3$325
VANGUARD WHITEHALL FDS (VYM) 2,849 +389 $318
     VYM2,849+389$318
VERIZON COMMUNICATIONS INC 8,259 +58 $311
     VZ8,259+58$311
VANGUARD INTL EQUITY INDEX F (VWO) 7,530 -793 $309
     VWO7,530-793$309
MERCK & CO INC 2,813 +28 $307
     MRK2,813+28$307
ISHARES TR (MXI) 3,433 -471 $300
     MXI3,433-471$300
INVESCO EXCHANGE TRADED FD T (PTH) 7,659 -2,235 $300
     PTH7,659-2,235$300
META PLATFORMS INC 840 UNCH $297
     META840UNCH$297
INVESCO ACTIVELY MANAGED ETF (PSR) 3,223 -2,134 $295
     PSR3,223-2,134$295
GLOBAL X FDS 12,739 -3,086 $279
     DJIA12,739-3,086$279
VANGUARD INDEX FDS (VNQ) 3,030 +16 $268
     VNQ3,030+16$268
UNITEDHEALTH GROUP INC 485 +1 $255
     UNH485+1$255
CATERPILLAR INC 829 -6 $245
     CAT829-6$245
ISHARES TR (PFF) 7,843 -679 $245
     PFF7,843-679$245
CONSTELLATION BRANDS INC 1,000 UNCH $242
     STZ1,000UNCH$242
ALPHABET INC 1,659 +1,659 $232
     GOOGL1,659+1,659$232
INTUIT 371 +371 $232
     INTU371+371$232
ISHARES TR (IJR) 2,070 +2,070 $224
     IJR2,070+2,070$224
CISCO SYS INC 4,424 +48 $223
     CSCO4,424+48$223
VANGUARD SCOTTSDALE FDS (VCIT) 2,734 +95 $222
     VCIT2,734+95$222
FIDELITY COVINGTON TRUST 1,523 +1,523 $219
     FTEC1,523+1,523$219
PIMCO CORPORATE & INCOME OPP 16,435 -369 $218
     PTY16,435-369$218
BOEING CO 820 +820 $214
     BA820+820$214
GOLDMAN SACHS BDC INC 14,524 -420 $213
     GSBD14,524-420$213
RIO TINTO PLC 2,843 +2,843 $212
     RIO2,843+2,843$212
VANGUARD WORLD FDS (VPU) 1,522 +1,522 $209
     VPU1,522+1,522$209
FIDELITY COVINGTON TRUST 7,174 +7,174 $205
     FDTX7,174+7,174$205
AMERICAN EXPRESS CO 1,089 +1,089 $204
     AXP1,089+1,089$204
FORD MTR CO DEL 12,143 -258 $148
     F12,143-258$148
VECTOR GROUP LTD 12,497 +217 $141
     VGR12,497+217$141
SERVICE PPTYS TR 12,484 UNCH $107
     SVC12,484UNCH$107
MEDICAL PPTYS TRUST INC 15,775 +0 $77
     MPW15,775UNCH$77
CITIZENS HLDG CO MISS $0 (exited)
     CIZN0-11,926$0
ISHARES TR 0 -9,002 $0 (exited)
     EEM0-9,002$0

See Summary: Beam Wealth Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Beam Wealth Advisors Inc.

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
PULS +59,486+$2,938
GOOGL +1,659+$232
INTU +371+$232
IJR +2,070+$224
FTEC +1,523+$219
BA +820+$214
RIO +2,843+$212
VPU +1,522+$209
FDTX +7,174+$205
AXP +1,089+$204
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
EEM -9,002-$342
CIZN -11,926-$125
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BIL +21,826+$1,963
EMXC +14,945+$1,334
FIDI +7,977+$298
FMAG +7,787+$559
HDV +5,397+$944
TLT +3,569+$509
IGF +3,539+$277
PTLC +3,404+$243
IWP +2,295+$508
ISCG +1,971+$215
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DJD -16,420-$617
PGX -8,516-$37
QYLD -6,911-$84
IWR -6,511+$148
JSCP -6,040-$239
IDEV -5,591-$62
TLH -3,319+$114
DJIA -3,086-$59
USRT -2,719-$51
Beam Wealth Advisors Inc. Info
Size ($ in 1000's)
At 12/31/2023: $157,688
At 09/30/2023: $140,682

Beam Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beam Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

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