Beaird Harris Wealth Management: Ranked No. 3 on CNBC Financial Advisor 100 List with $1.9 billion AUM

Wednesday, Oct 1, 2025 6:53 am ET2min read
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Beaird Harris Wealth Management is ranked No. 3 on CNBC's Financial Advisor 100 list. Based in Dallas, Texas, the firm serves a wide range of clients across multiple generations. With $1.9 billion in assets under management and 3,188 accounts, the firm has 29 years of experience. Accepts clients in all 50 states and has physical offices in Texas, with a $1 million minimum asset threshold. Leadership includes Jimmy Zimmerman, Steven Lugar, and Jacob King. Contact information is available on their website.

NVIDIA Stocks Continue to Attract Institutional Investors

Several prominent wealth management firms have recently increased their stakes in NVIDIA Corporation (NASDAQ:NVDA). McGlone Suttner Wealth Management Inc., for instance, boosted its position by 5.1% in the second quarter, owning 33,041 shares valued at approximately $5.22 million NVIDIA Corporation $NVDA Shares Purchased by McGlone Suttner Wealth Management Inc.[1]. This move follows a positive outlook from analysts, who have maintained an "outperform" rating and raised target prices, averaging around $211.00.

Additionally, Pachira Investments Inc. increased its position by 1.0%, HFG Wealth Management LLC by 3.4%, Burkett Financial Services LLC by 1.3%, Guided Capital Wealth Management LLC by 0.3%, and Luts & Greenleigh Group Inc. by 0.4% in the second quarter NVIDIA Corporation $NVDA Shares Purchased by McGlone Suttner Wealth Management Inc.[1]. These firms have collectively added to their NVIDIA holdings, indicating growing confidence in the company's performance.

Analyst Ratings and Earnings

The positive sentiment is echoed by numerous analysts who have issued "outperform" ratings and raised their target prices. Oppenheimer, Mizuho, Daiwa Capital Markets, Wall Street Zen, and Evercore ISI have all upgraded their ratings for NVIDIA, with new target prices ranging from $200.00 to $225.00 NVIDIA Corporation $NVDA Shares Purchased by McGlone Suttner Wealth Management Inc.[1]. This consensus suggests that NVIDIA is well-positioned to continue its growth trajectory.

NVIDIA's latest quarterly earnings report further supported this optimism. The company reported earnings per share of $1.05, exceeding the consensus estimate of $1.01 and demonstrating a 55.6% year-over-year revenue growth NVIDIA Corporation $NVDA Shares Purchased by McGlone Suttner Wealth Management Inc.[1]. The strong financial performance has contributed to the positive outlook from both institutional investors and analysts.

Insider Activity and Dividend Announcement

Beyond the institutional investor activity, insider transactions have also been notable. CEO Jen Hsun Huang sold 75,000 shares, while Director Mark A. Stevens sold 350,000 shares, both in transactions disclosed to the Securities & Exchange Commission NVIDIA Corporation $NVDA Shares Purchased by McGlone Suttner Wealth Management Inc.[1]. Despite these sales, insiders still hold 4.17% of the company's stock, reflecting their long-term commitment to the company.

Moreover, NVIDIA recently announced a quarterly dividend to be paid on October 2, 2025, with an annualized dividend of $0.04 and a yield of 0.0% NVIDIA Corporation $NVDA Shares Purchased by McGlone Suttner Wealth Management Inc.[1]. This dividend payout ratio of 1.14% indicates a conservative approach to dividend distribution.

Conclusion

The recent moves by wealth management firms to increase their stakes in NVIDIA, coupled with positive analyst ratings and strong earnings reports, suggest a favorable outlook for the company. As NVIDIA continues to demonstrate robust financial performance, it remains an attractive investment for both institutional investors and retail clients.

Beaird Harris Wealth Management: Ranked No. 3 on CNBC Financial Advisor 100 List with $1.9 billion AUM

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