$174 Million is the total value of Beacon Harbor Wealth Advisors, Inc.'s 43 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TRnational mun etf | $239,000 | +2.1% | 2,068 | 0.0% | 0.14% | -22.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-17
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.