Beacon Harbor Wealth Advisors, Inc. has disclosed 73 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $342.00 Mil. The turnover rate is 39%.
In Beacon Harbor Wealth Advisors, Inc.'s current portfolio as of 2023-12-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), Vanguard Extended Market Index ETF (VXF), iShares iBonds Dec 2031 Term Treasury ETF (IBTL), iShares 1-3 Year Treasury Bond ETF (SHY), Davis Select Financial ETF (DFNL), not including call and put options.
Beacon Harbor Wealth Advisors, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Beacon Harbor Wealth Advisors, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Beacon Harbor Wealth Advisors, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Beacon Harbor Wealth Advisors, Inc..
