| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q2 2024 | 10.1% |
| VANGUARD INDEX FDS | 20 | Q2 2024 | 9.9% |
| ABBVIE INC | 20 | Q2 2024 | 2.3% |
| EXXON MOBIL CORP | 20 | Q2 2024 | 2.6% |
| INTERNATIONAL BUSINESS MACHS | 20 | Q2 2024 | 2.1% |
| CHEVRON CORP NEW | 20 | Q2 2024 | 2.3% |
| VERIZON COMMUNICATIONS INC | 20 | Q2 2024 | 2.4% |
| ISHARES TR | 20 | Q2 2024 | 1.8% |
| ISHARES TR | 20 | Q2 2024 | 0.2% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 7.9% |
View Beacon Harbor Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-31 |
View Beacon Harbor Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.