Beacon Harbor Wealth Advisors, Inc. Options Holdings

Beacon Harbor Wealth Advisors, Inc.

  • $407 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $407 Million
  • Prior Value $420 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Beacon Harbor Wealth Advisors, Inc. Portfolio

Follow Beacon Harbor Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email