Sponsored

The Analysis of BEAM WEALTH ADVISORS, INC.'s Holdings & P&L

Currently, BEAM WEALTH ADVISORS, INC. holds 108 types of securities in its portfolio with a total value $401.7M.

1M P&L

+5.7M+1.82%

3M P&L

+15.2M+4.99%

HY P&L

+19.4M+6.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A272.7M

88.5%

2Semiconductors8.6M

2.8%

3Consumer Electronics6.2M

2.0%

Top Industries by Stock Count

1N/A83 stocks

83.8%

2Oil & Gas Midstream3 stocks

3.0%

3Banks - Regional2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR112.4K shares0.00%2026-06-302026-07-28

RAAX VANECK ETF TRUST706.6K shares0.00%2026-06-302026-07-28

EMXC ISHARES INC290.4K shares0.00%2026-06-302026-07-28

IMCG ISHARES TR260.4K shares0.00%2026-06-302026-07-28

DABS DOUBLELINE ETF TRUST333.5K shares0.00%2026-06-302026-07-28

OAKM HARRIS OAKMARK ETF TRUST404.3K shares0.00%2026-06-302026-07-28

VO VANGUARD INDEX FDS35.3K shares0.00%2026-06-302026-07-28

NVDA NVIDIA CORPORATION49.4K shares0.00%2026-06-302026-07-28

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F173.9K shares0.00%2026-06-302026-07-28

BIL SPDR SERIES TRUST84.3K shares0.00%2026-06-302026-07-28

IWR ISHARES TR77.3K shares0.00%2026-06-302026-07-28

EFG ISHARES TR57.5K shares0.00%2026-06-302026-07-28

IUSV ISHARES TR60.9K shares0.00%2026-06-302026-07-28

AAPL APPLE INC24.3K shares0.00%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F101.7K shares0.00%2026-06-302026-07-28

ISCG ISHARES TR104.3K shares0.00%2026-06-302026-07-28

Sponsored

IWD ISHARES TR20.0K shares0.00%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP25.1K shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR46.5K shares0.00%2026-06-302026-07-28

BITB BITWISE BITCOIN ETF TR113.2K shares0.00%2026-06-302026-07-28

SPTM SPDR SERIES TRUST51.7K shares0.00%2026-06-302026-07-28

URTH ISHARES INC21.0K shares0.00%2026-06-302026-07-28

EFV ISHARES TR50.5K shares0.00%2026-06-302026-07-28

OUSM ALPS ETF TR85.6K shares0.00%2026-06-302026-07-28

Sponsored

IEF ISHARES TR38.9K shares0.00%2026-06-302026-07-28

SHY ISHARES TR43.3K shares0.00%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR112.9K shares0.00%2026-06-302026-07-28

IWP ISHARES TR26.8K shares0.00%2026-06-302026-07-28

WMT WALMART INC27.1K shares0.00%2026-06-302026-07-28

IWM ISHARES TR13.6K shares0.00%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS10.4K shares0.00%2026-06-302026-07-28

SCZ ISHARES TR41.6K shares0.00%2026-06-302026-07-28

Sponsored

ETHW BITWISE ETHEREUM ETF216.7K shares0.00%2026-06-302026-07-28

HBAN HUNTINGTON BANCSHARES INC205.0K shares0.00%2026-06-302026-07-28

CVX CHEVRON CORPORATION14.9K shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR30.6K shares0.00%2026-06-302026-07-28

VB VANGUARD INDEX FDS11.3K shares0.00%2026-06-302026-07-28

FIDI FIDELITY COVINGTON TRUST98.3K shares0.00%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F47.5K shares0.00%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II11.0K shares0.00%2026-06-302026-07-28

Sponsored

IDEV ISHARES TR31.1K shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS40.2K shares0.00%2026-06-302026-07-28

FBTC FIDELITY WISE ORIGIN BITCOIN43.3K shares0.00%2026-06-302026-07-28

AMZN AMAZON COM INC12.0K shares0.00%2026-06-302026-07-28

PSLV SPROTT ASSET MANAGEMENT LP98.9K shares0.00%2026-06-302026-07-28

FMAG FIDELITY COVINGTON TRUST75.7K shares0.00%2026-06-302026-07-28

IAU ISHARES GOLD TR24.9K shares0.00%2026-06-302026-07-28

NOBL PROSHARES TR20.1K shares0.00%2026-06-302026-07-28

Sponsored

IUSG ISHARES TR13.2K shares0.00%2026-06-302026-07-28

XYLD GLOBAL X FDS52.2K shares0.00%2026-06-302026-07-28

FETH FIDELITY ETHEREUM FD87.1K shares0.00%2026-06-302026-07-28

FDVV FIDELITY COVINGTON TRUST30.9K shares0.00%2026-06-302026-07-28

TLT ISHARES TR17.3K shares0.00%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC10.2K shares0.00%2026-06-302026-07-28

DGRO ISHARES TR21.3K shares0.00%2026-06-302026-07-28

USMV ISHARES TR15.8K shares0.00%2026-06-302026-07-28

Sponsored

KMI KINDER MORGAN INC DEL43.0K shares0.00%2026-06-302026-07-28

KO COCA COLA CO18.6K shares0.00%2026-06-302026-07-28

PTLC PACER FDS TR27.1K shares0.00%2026-06-302026-07-28

JSCP J P MORGAN EXCHANGE TRADED F29.3K shares0.00%2026-06-302026-07-28

PHYS SPROTT ASSET MANAGEMENT LP38.3K shares0.00%2026-06-302026-07-28

GBCI GLACIER BANCORP INC NEW29.9K shares0.00%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F22.0K shares0.00%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR44.4K shares0.00%2026-06-302026-07-28

Sponsored

MDYG SPDR SERIES TRUST11.7K shares0.00%2026-06-302026-07-28

MBSF VALUED ADVISERS TR42.0K shares0.00%2026-06-302026-07-28

GUNR FLEXSHARES TR19.3K shares0.00%2026-06-302026-07-28

IDV ISHARES TR23.6K shares0.00%2026-06-302026-07-28

T AT&T INC34.3K shares0.00%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR33.9K shares0.00%2026-06-302026-07-28

QDEF FLEXSHARES TR11.6K shares0.00%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC11.8K shares0.00%2026-06-302026-07-28

Sponsored

COWZ PACER FDS TR14.7K shares0.00%2026-06-302026-07-28

PGX INVESCO EXCH TRADED FD TR II80.2K shares0.00%2026-06-302026-07-28

EPD ENTERPRISE PRODS PARTNERS L22.9K shares0.00%2026-06-302026-07-28

APLU ALLSPRING EXCHANGE TRADED FU34.9K shares0.00%2026-06-302026-07-28

QLV FLEXSHARES TR11.9K shares0.00%2026-06-302026-07-28

QYLD GLOBAL X FDS48.5K shares0.00%2026-06-302026-07-28

KNG FIRST TR EXCHANGE-TRADED FD16.1K shares0.00%2026-06-302026-07-28

FUTY FIDELITY COVINGTON TRUST13.1K shares0.00%2026-06-302026-07-28

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE18.1K shares0.00%2026-06-302026-07-28

IJH ISHARES TR11.2K shares0.00%2026-06-302026-07-28

VALQ AMERICAN CENTY ETF TR11.3K shares0.00%2026-06-302026-07-28

DBMF LITMAN GREGORY FDS TR24.0K shares0.00%2026-06-302026-07-28

ZMAR INNOVATOR ETFS TRUST25.7K shares0.00%2026-06-302026-07-28

CIBR FIRST TR EXCHANGE-TRADED FD11.2K shares0.00%2026-06-302026-07-28

BAC BANK AMERICA CORP14.3K shares0.00%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR11.3K shares0.00%2026-06-302026-07-28

Sponsored

ET ENERGY TRANSFER L P33.4K shares0.00%2026-06-302026-07-28

FESM FIDELITY COVINGTON TRUST16.3K shares0.00%2026-06-302026-07-28

USRT ISHARES TR10.4K shares0.00%2026-06-302026-07-28

FBND FIDELITY MERRIMACK STR TR12.6K shares0.00%2026-06-302026-07-28

EMLP FIRST TR EXCHANGE-TRADED FD12.7K shares0.00%2026-06-302026-07-28

HNDL STRATEGY SHS24.2K shares0.00%2026-06-302026-07-28

TDVG T ROWE PRICE ETF INC10.7K shares0.00%2026-06-302026-07-28

FTGS FIRST TR EXCHANGE-TRADED FD13.3K shares0.00%2026-06-302026-07-28

Sponsored

SPSB SPDR SERIES TRUST15.0K shares0.00%2026-06-302026-07-28

RBB FD INC RBB FD INC15.2K shares0.00%2026-06-302026-07-28

ETHE GRAYSCALE ETHEREUM STAKING E20.8K shares0.00%2026-06-302026-07-28

PFE PFIZER INC11.6K shares0.00%2026-06-302026-07-28

CMG CHIPOTLE MEXICAN GRILL INC10.1K shares0.00%2026-06-302026-07-28

FTMS PUTNAM ETF TRUST31.6K shares0.00%2026-06-302026-07-28

VTRS VIATRIS INC21.1K shares0.00%2026-06-302026-07-28

DJIA GLOBAL X FDS13.5K shares0.00%2026-06-302026-07-28

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T12.1K shares0.00%2026-06-302026-07-28

JHCP JOHN HANCOCK EXCHANGE TRADED10.7K shares0.00%2026-06-302026-07-28

JOF JAPAN SMALLER CAPITALIZATION24.5K shares0.00%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR10.5K shares0.00%2026-06-302026-07-28

ISHARES TR

0.00%

Shares112.4K

Event2026-06-30

Filed2026-07-28

RAAX

VANECK ETF TRUST

0.00%

Shares706.6K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

0.00%

Shares290.4K

Event2026-06-30

Filed2026-07-28

IMCG

ISHARES TR

0.00%

Shares260.4K

Event2026-06-30

Filed2026-07-28

DABS

DOUBLELINE ETF TRUST

0.00%

Shares333.5K

Event2026-06-30

Filed2026-07-28

OAKM

HARRIS OAKMARK ETF TRUST

0.00%

Shares404.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares35.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

0.00%

Shares49.4K

Event2026-06-30

Filed2026-07-28

JPIE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares173.9K

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

0.00%

Shares84.3K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

0.00%

Shares77.3K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

0.00%

Shares57.5K

Event2026-06-30

Filed2026-07-28

IUSV

ISHARES TR

0.00%

Shares60.9K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares101.7K

Event2026-06-30

Filed2026-07-28

ISCG

ISHARES TR

0.00%

Shares104.3K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

0.00%

Shares25.1K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares46.5K

Event2026-06-30

Filed2026-07-28

BITB

BITWISE BITCOIN ETF TR

0.00%

Shares113.2K

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

0.00%

Shares51.7K

Event2026-06-30

Filed2026-07-28

URTH

ISHARES INC

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

0.00%

Shares50.5K

Event2026-06-30

Filed2026-07-28

OUSM

ALPS ETF TR

0.00%

Shares85.6K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

0.00%

Shares38.9K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

0.00%

Shares43.3K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares112.9K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

0.00%

Shares26.8K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

0.00%

Shares27.1K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-28

SCZ

ISHARES TR

0.00%

Shares41.6K

Event2026-06-30

Filed2026-07-28

ETHW

BITWISE ETHEREUM ETF

0.00%

Shares216.7K

Event2026-06-30

Filed2026-07-28

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares205.0K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-28

ISHARES TR

0.00%

Shares30.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-28

FIDI

FIDELITY COVINGTON TRUST

0.00%

Shares98.3K

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

0.00%

Shares47.5K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

0.00%

Shares31.1K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares40.2K

Event2026-06-30

Filed2026-07-28

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares43.3K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-28

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares98.9K

Event2026-06-30

Filed2026-07-28

FMAG

FIDELITY COVINGTON TRUST

0.00%

Shares75.7K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

0.00%

Shares24.9K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHARES TR

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-28

IUSG

ISHARES TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

XYLD

GLOBAL X FDS

0.00%

Shares52.2K

Event2026-06-30

Filed2026-07-28

FETH

FIDELITY ETHEREUM FD

0.00%

Shares87.1K

Event2026-06-30

Filed2026-07-28

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares30.9K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-28

DGRO

ISHARES TR

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

0.00%

Shares43.0K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-28

PTLC

PACER FDS TR

0.00%

Shares27.1K

Event2026-06-30

Filed2026-07-28

JSCP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares29.3K

Event2026-06-30

Filed2026-07-28

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares38.3K

Event2026-06-30

Filed2026-07-28

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares29.9K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares44.4K

Event2026-06-30

Filed2026-07-28

MDYG

SPDR SERIES TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-28

MBSF

VALUED ADVISERS TR

0.00%

Shares42.0K

Event2026-06-30

Filed2026-07-28

GUNR

FLEXSHARES TR

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-28

IDV

ISHARES TR

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-28

AT&T INC

0.00%

Shares34.3K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares33.9K

Event2026-06-30

Filed2026-07-28

QDEF

FLEXSHARES TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-28

COWZ

PACER FDS TR

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-28

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares80.2K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-28

APLU

ALLSPRING EXCHANGE TRADED FU

0.00%

Shares34.9K

Event2026-06-30

Filed2026-07-28

QLV

FLEXSHARES TR

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-28

QYLD

GLOBAL X FDS

0.00%

Shares48.5K

Event2026-06-30

Filed2026-07-28

KNG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-28

FUTY

FIDELITY COVINGTON TRUST

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-28

VALQ

AMERICAN CENTY ETF TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-28

DBMF

LITMAN GREGORY FDS TR

0.00%

Shares24.0K

Event2026-06-30

Filed2026-07-28

ZMAR

INNOVATOR ETFS TRUST

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-28

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-28

BAC

BANK AMERICA CORP

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P

0.00%

Shares33.4K

Event2026-06-30

Filed2026-07-28

FESM

FIDELITY COVINGTON TRUST

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-28

USRT

ISHARES TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-28

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-28

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-28

HNDL

STRATEGY SHS

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-28

TDVG

T ROWE PRICE ETF INC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-28

FTGS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-28

SPSB

SPDR SERIES TRUST

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-28

RBB FD INC

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-28

ETHE

GRAYSCALE ETHEREUM STAKING E

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-28

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-28

FTMS

PUTNAM ETF TRUST

0.00%

Shares31.6K

Event2026-06-30

Filed2026-07-28

VTRS

VIATRIS INC

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-28

DJIA

GLOBAL X FDS

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-28

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-28

JHCP

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-28

JOF

JAPAN SMALLER CAPITALIZATION

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available