Beacon Harbor Wealth Advisors, Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $378 Million distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.1M, Vanguard Extended Market ETF with a value of $32.4M, Vanguard Bd Index Fd Inc Total with a value of $20.1M, Invesco Exchange Traded Fd Tr with a value of $10.8M, and Vanguard Wellington Fd Us Mult with a value of $10.6M.
Examining the 13F form we can see an increase of $33.8M in the current position value, from $344M to 378M.
Below you can find more details about Beacon Harbor Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.