Beacon Harbor Wealth Advisors, Inc. Portfolio Holdings
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
Beacon Harbor Wealth Advisors, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $420 Million distributed in 70 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 $37.9M, Vanguard Extended Market ETF with a value of $24.3M, Vanguard Bd Index Fd Inc Total with a value of $22.8M, Columbia ETF Tr Ii Columbia In with a value of $12.4M, and Invesco Exchange Traded Fd Tr with a value of $12.4M.
Examining the 13F form we can see an increase of $36M in the current position value, from $384M to 420M.
Below you can find more details about Beacon Harbor Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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