Smith Salley Wealth Management’s Heartbeam BEAT Stock Holding History

Smith Salley Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Hold	367,647	–	–	0.01%	242
2026 Q1	$449K	Hold	367,647	–	–	0.02%	194
2025 Q4	$882K	Hold	367,647	–	–	0.04%	159
2025 Q3	$607K	Hold	367,647	–	–	0.03%	175
2025 Q2	$460K	Hold	367,647	–	–	0.03%	176
2025 Q1	$739K	Buy	367,647 +117,647	+47%	+$251K	0.05%	156
2024 Q4	$575K	Hold	250,000	–	–	0.04%	165
2024 Q3	$580K	Hold	250,000	–	–	0.04%	167
2024 Q2	$643K	Hold	250,000	–	–	0.05%	154
2024 Q1	$545K	Buy	250,000 +50,000	+25%	+$94.3K	0.04%	160
2023 Q4	$470K	Hold	200,000	–	–	0.03%	185
2023 Q3	$430K	Hold	200,000	–	–	0.03%	178
2023 Q2	$482K	Buy	+200,000	New	+$461K	0.04%	175

Other funds holding BEAT

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Smith Salley Wealth Management's BEAT Position: Q2 2026 in Review

Smith Salley Wealth Management held its Heartbeam (BEAT) position steady in Q2 2026 at 367,647 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #242.

Smith Salley Wealth Management first reported a position in BEAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $882K in Q4 2025. 11 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Smith Salley Wealth Management held 367,647 shares of Heartbeam worth $276K as of Q2 2026.
Smith Salley Wealth Management left its Heartbeam share count unchanged in Q2 2026.
Heartbeam made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #242 holding.
Smith Salley Wealth Management first reported a position in Heartbeam in Q2 2023 and has held it in 13 quarters since.
Smith Salley Wealth Management's Heartbeam position peaked at $882K in Q4 2025.
11 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.