Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 17 | Q3 2023 | 10.1% |
VANGUARD INDEX FDS | 17 | Q3 2023 | 9.9% |
VANGUARD BD INDEX FDS | 17 | Q3 2023 | 7.9% |
ABBVIE INC | 17 | Q3 2023 | 2.3% |
EXXON MOBIL CORP | 17 | Q3 2023 | 2.6% |
CHEVRON CORP NEW | 17 | Q3 2023 | 2.3% |
INTERNATIONAL BUSINESS MACHS | 17 | Q3 2023 | 2.1% |
Vanguard Short Term Corporate Bond Index Fund | 17 | Q3 2023 | 2.5% |
VERIZON COMMUNICATIONS INC | 17 | Q3 2023 | 2.4% |
ISHARES TR | 17 | Q3 2023 | 1.8% |
View Beacon Harbor Wealth Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2021-10-29 |
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.