BEAM WEALTH ADVISORS, INC.

13F filer, CIK 1803426, COVINGTON, LA

BEAM WEALTH ADVISORS, INC. reported $316,139,247 across 104 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 48.89% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001803426-25-000001

Period: 2024-12-31
Reported value: $316M
Holdings: 104
Top 10 weight: 48.89%
New: 7
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
QQQnew	+10,871	$5.56M
RAAXadded	+124,376	$3.51M
BITBadded	+34,307	$1.74M
SCHDadded	+63,057	$1.72M
ETHWadded	+64,245	$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
HDVreduced	-147,875	-$16.6M
SHYreduced	-82,118	-$6.73M
NVDAreduced	-43,711	-$5.87M
TLHexited	-10,453	-$1.14M
SGOVexited	-11,108	-$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001803426-25-000001, largest first. % of portfolio is the value over $316,139,247, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	100,246	$59M	18.67%	+1,131	Timeline
SHYISHARES TR	240,883	$19.7M	6.25%	-82,118	Timeline
RAAXVANECK ETF TRUST	504,172	$14.2M	4.5%	+124,376	Timeline
EMXCISHARES INC	243,640	$13.5M	4.27%	+19,796	Timeline
NVDANVIDIA CORPORATION	88,361	$11.9M	3.75%	-43,711	Timeline
AAPLAPPLE INC	31,481	$7.88M	2.49%	-403	Timeline
IUSVISHARES TR	79,912	$7.4M	2.34%	-1,424	Timeline
BILSPDR SERIES TRUST	80,077	$7.32M	2.32%	+12,255	Timeline
VOVANGUARD INDEX FDS	27,113	$7.16M	2.27%	+795	Timeline
IWFISHARES TR	16,044	$6.44M	2.04%	-677	Timeline
IWRISHARES TR	64,942	$5.74M	1.82%	-2,327	Timeline
HDVISHARES TR	49,841	$5.6M	1.77%	-147,875	Timeline
QQQINVESCO QQQ TR	10,871	$5.56M	1.76%	new	Timeline
MSFTMICROSOFT CORP	11,458	$4.83M	1.53%	-624	Timeline
IWMISHARES TR	21,525	$4.76M	1.5%	-685	Timeline
SPTMSPDR SERIES TRUST	65,440	$4.67M	1.48%	+183	Timeline
BITBBITWISE BITCOIN ETF TR	89,851	$4.57M	1.45%	+34,307	Timeline
DGROISHARES TR	66,395	$4.07M	1.29%	-4,586	Timeline
VBVANGUARD INDEX FDS	16,481	$3.96M	1.25%	-21	Timeline
URTHISHARES INC	25,358	$3.94M	1.25%	-1,171	Timeline
IUSGISHARES TR	26,883	$3.75M	1.18%	-2,662	Timeline
FMAGFIDELITY COVINGTON TRUST	118,805	$3.68M	1.16%	-7,061	Timeline
ETHWBITWISE ETHEREUM ETF	151,383	$3.63M	1.15%	+64,245	Timeline
IEFISHARES TR	36,617	$3.39M	1.07%	+1,303	Timeline
VTIVANGUARD INDEX FDS	10,615	$3.08M	0.97%	-157	Timeline
EFGISHARES TR	31,312	$3.03M	0.96%	-194	Timeline
TLTISHARES TR	34,108	$2.98M	0.94%	-1,863	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	51,249	$2.95M	0.93%	+196	Timeline
IDEVISHARES TR	45,424	$2.93M	0.93%	-1,717	Timeline
IEFAISHARES TR	41,309	$2.9M	0.92%	+4,421	Timeline
IWPISHARES TR	22,715	$2.88M	0.91%	-515	Timeline
AMZNAMAZON COM INC	13,121	$2.88M	0.91%	+317	Timeline
XOMEXXON MOBIL CORP	24,163	$2.6M	0.82%	+598	Timeline
SCHDSCHWAB STRATEGIC TR	93,830	$2.56M	0.81%	+63,057	Timeline
WMTWALMART INC	26,342	$2.38M	0.75%	-1,562	Timeline
PTLCPACER FDS TR	44,162	$2.36M	0.75%	+4,444	Timeline
NOBLPROSHARES TR	23,385	$2.33M	0.74%	-528	Timeline
CVXCHEVRON CORPORATION	14,975	$2.17M	0.69%	+971	Timeline
KMIKINDER MORGAN INC DEL	78,785	$2.16M	0.68%	-3,457	Timeline
DISDISNEY WALT CO	18,061	$2.01M	0.64%	-716	Timeline
XYLDGLOBAL X FDS	45,842	$1.92M	0.61%	+1,124	Timeline
PGPROCTER & GAMBLE CO	11,364	$1.91M	0.6%	+221	Timeline
IGFISHARES TR	34,922	$1.83M	0.58%	-2,295	Timeline
IMCGISHARES TR	23,246	$1.76M	0.56%	+5,238	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	28,776	$1.74M	0.55%	+3,727	Timeline
FIDIFIDELITY COVINGTON TRUST	78,424	$1.53M	0.48%	-4,297	Timeline
GBCIGLACIER BANCORP INC NEW	30,102	$1.51M	0.48%	0	Timeline
CADECADENCE BANK	43,706	$1.51M	0.48%	+4,103	Timeline
AGGISHARES TR	15,521	$1.5M	0.48%	+956	Timeline
ISCGISHARES TR	29,978	$1.48M	0.47%	+784	Timeline
IJHISHARES TR	22,609	$1.41M	0.45%	-719	Timeline
FDVVFIDELITY COVINGTON TRUST	27,909	$1.39M	0.44%	-847	Timeline
EFVISHARES TR	26,232	$1.38M	0.44%	+2,301	Timeline
JSCPJ P MORGAN EXCHANGE TRADED F	29,264	$1.36M	0.43%	-1,388	Timeline
PGXINVESCO EXCH TRADED FD TR II	106,368	$1.23M	0.39%	+1,376	Timeline
SCZISHARES TR	19,672	$1.2M	0.38%	+2,106	Timeline
KOCOCA COLA CO	18,002	$1.12M	0.35%	+1,833	Timeline
QDEFFLEXSHARES TR	15,711	$1.1M	0.35%	-746	Timeline
QYLDGLOBAL X FDS	56,736	$1.03M	0.33%	+798	Timeline
TAT&T INC	45,200	$1.03M	0.33%	-1,082	Timeline
SCHXSCHWAB STRATEGIC TR	43,863	$1.02M	0.32%	+28,868	Timeline
OUSMALPS ETF TR	23,227	$1.02M	0.32%	+3,661	Timeline
EPDENTERPRISE PRODS PARTNERS L	32,118	$1.01M	0.32%	+2,166	Timeline
COWZPACER FDS TR	17,659	$997K	0.32%	+3,052	Timeline
QLVFLEXSHARES TR	15,267	$996K	0.32%	-37	Timeline
BACBANK OF AMER CORP	22,362	$983K	0.31%	+1,856	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	17,294	$975K	0.31%	+1,493	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	12,931	$957K	0.3%	-3,867	Timeline
WMBWILLIAMS COS INC	16,957	$918K	0.29%	-1,364	Timeline
SOSOUTHERN CO	10,869	$895K	0.28%	+437	Timeline
FUTYFIDELITY COVINGTON TRUST	17,555	$856K	0.27%	-897	Timeline
REGLPROSHARES TR	10,322	$833K	0.26%	new	Timeline
IAUISHARES GOLD TR	16,775	$831K	0.26%	+597	Timeline
CSCOCISCO SYS INC	13,934	$825K	0.26%	+472	Timeline
HNDLSTRATEGY SHS	37,056	$790K	0.25%	+402	Timeline
ETENERGY TRANSFER L P	39,349	$771K	0.24%	-4,871	Timeline
GUNRFLEXSHARES TR	20,963	$762K	0.24%	+1,690	Timeline
ETHEGRAYSCALE ETHEREUM STAKING E	27,079	$759K	0.24%	-3,252	Timeline
SCHGSCHWAB STRATEGIC TR	26,491	$738K	0.23%	new	Timeline
BMYBRISTOL-MYERS SQUIBB CO	12,965	$733K	0.23%	-1,369	Timeline
PFEPFIZER INC	27,444	$728K	0.23%	+401	Timeline
USRTISHARES TR	10,947	$627K	0.2%	-441	Timeline
JBNDJ P MORGAN EXCHANGE TRADED F	11,740	$613K	0.19%	new	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	62,615	$604K	0.19%	+5,115	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	16,891	$596K	0.19%	+1,475	Timeline
SPSBSPDR SERIES TRUST	19,822	$592K	0.19%	-278	Timeline
CLOIVANECK ETF TRUST	11,082	$585K	0.18%	-2,114	Timeline
VTRSVIATRIS INC	45,900	$571K	0.18%	-2,226	Timeline
VZVERIZON COMMUNICATIONS INC	13,059	$522K	0.17%	-762	Timeline
VEAVANGUARD TAX-MANAGED FDS	10,709	$512K	0.16%	-2,043	Timeline
CAGCONAGRA BRANDS INC	17,510	$486K	0.15%	-1,391	Timeline
NEOS ETF TRUSTNEOS ETF TRUST	16,873	$440K	0.14%	new
PHYSSPROTT ASSET MANAGEMENT LP	21,028	$424K	0.13%	+1,582	Timeline
TDVGT ROWE PRICE EXCHANGE-TRADED	10,248	$406K	0.13%	-1,650	Timeline
KHCKRAFT HEINZ CO	12,126	$372K	0.12%	+35	Timeline
KEYKEYCORP	21,596	$370K	0.12%	-2,274	Timeline
PSKSPDR SERIES TRUST	10,667	$352K	0.11%	-207	Timeline
INTCINTEL CORP	15,370	$308K	0.1%	-1,774	Timeline
DJIAGLOBAL X FDS	12,731	$285K	0.09%	+153	Timeline
OGNORGANON & CO	18,888	$282K	0.09%	+717	Timeline
JOFJAPAN SMALLER CAPITALIZATION	34,000	$261K	0.08%	-4,400	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	11,528	$256K	0.08%	new	Timeline
PTYPIMCO CORPORATE & INCOME OPP	16,983	$244K	0.08%	+408	Timeline
FFORD MTR CO	23,334	$231K	0.07%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
TLHISHARES TR	10,453	$1.14M	shares
SGOVISHARES TR	11,108	$1.12M	shares
MARATHON OIL CORPMARATHON OIL CORP	17,479	$465K	shares
ETF SER SOLUTIONSETF SER SOLUTIONS	16,547	$423K	shares
GBABGUGGENHEIM TAXABLE MUNICP BO	13,336	$234K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001803426-25-000001	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC