Beacon Harbor Wealth Advisors, Inc. Purchases and Sells in Q2 2025

Beacon Harbor Wealth Advisors, Inc.

4 operations

Stock	Shares change	Price Range	Shares Held
MSFT	3 + 0.15%	$354.56 - $497.45 $1.06K - $1.49K	1.99K $987K
GE	5 + 0.3%	$166.81 - $257.39 $834 - $1.29K	1.69K $435K
AMZN	40 + 1.59%	$167.32 - $223.3 $6.69K - $8.93K	2.56K $561K
GS	11 + 2.75%	$462.22 - $707.75 $5.08K - $7.79K	411 $290K

17 operations

Stock	Shares change	Price Range	Shares Held
IETC	129K New	$67.28 - $94.0 $8.7M - $12.2M	129K $12.2M
FXU	263K New	$37.86 - $43.29 $9.96M - $11.4M	263K $11.2M
APP	22K New	$219.37 - $417.89 $4.82M - $9.19M	22K $7.7M
DFCF	172K New	$41.1 - $42.37 $7.06M - $7.28M	172K $7.26M
CRS	25.4K New	$151.3 - $276.38 $3.84M - $7.01M	25.4K $7.01M
TXN	35K New	N/A	35K $6.8M

39 operations

Stock	Shares change	Price Range	Shares Held
IBM	-31.7K - 94.33%	$221.03 - $294.78 $7.01M - $9.35M	1.91K $561K
IAU	-65.8K - 27.41%	$56.1 - $64.74 $3.69M - $4.26M	174K $10.9M
BMY	-27.7K - 23.06%	$44.12 - $59.6 $1.22M - $1.65M	92.6K $4.29M
PEP	-13K - 27.29%	$128.02 - $151.37 $1.66M - $1.97M	34.6K $4.57M
BND	-33.1K - 9.36%	$72.02 - $73.82 $2.38M - $2.44M	320K $23.6M
PFE	-70.4K - 26.94%	$21.59 - $24.84 $1.52M - $1.75M	191K $4.63M

Get notified when there are updates to the investment portfolio of Beacon Harbor Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Beacon Harbor Wealth Advisors, Inc. with notifications on news.