Beacon Harbor Wealth Advisors, Inc. Portfolio Holdings
Beacon Harbor Wealth Advisors, Inc.
- $422 Million
- Q1 2025
Beacon Harbor Wealth Advisors, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $422 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $26M, Vanguard Index Fds S&P 500 ETF with a value of $25.1M, Vanguard Extended Market ETF with a value of $23.5M, Ishares Tr with a value of $19.9M, and Ishares Gold Trust with a value of $14.2M.
Examining the 13F form we can see an increase of $14.4M in the current position value, from $407M to 422M.
Below you can find more details about Beacon Harbor Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$422 Million
ETFs: $211 Million
Healthcare: $44.1 Million
Technology: $33.4 Million
Consumer Defensive: $29.7 Million
Energy: $27.4 Million
Financial Services: $21.6 Million
Industrials: $18 Million
Communication Services: $15.8 Million
Other: $20.3 Million