BEAM WEALTH ADVISORS, INC.
Top Portfolio Positions
28 positions ·
$60,282,441 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
49,363 | $8,608,907 | 14.28% | |
| AAPL |
Apple Inc.
Technology
|
24,299 | $6,166,843 | 10.23% | |
| XOM |
Exxon Mobil Corp
Energy
|
25,068 | $4,253,036 | 7.06% | |
| BITB |
Bitwise Bitcoin ETF
|
113,163 | $4,165,530 | 6.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
27,051 | $3,361,898 | 5.58% | |
| ETHW |
Bitwise Ethereum ETF
|
216,676 | $3,250,140 | 5.39% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
204,976 | $3,207,874 | 5.32% | |
| CVX |
Chevron Corp
Energy
|
14,854 | $3,073,292 | 5.10% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
43,250 | $2,553,047 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,976 | $2,494,241 | 4.14% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,250,140 | 216,676 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,156,519 | 195,417 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,462,725 | 183,190 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,036,427 | 168,130 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,049,396 | 156,204 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,628,650 | 151,383 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,622,509 | 87,138 | Shares | Sole | 2024-11-04 | |
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