Beacon Harbor Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Virginia Beach, VA
CIK
0001784093
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 343,884 VOO, VXF, IBTL, SHY 13F-HR 2/6/2024 000178409324000003
Q3 2023 69 300,212 VOO, VXF, BND, QAI 13F-HR 11/13/2023 000178409323000009
Q2 2023 64 305,523 VOO, VXF, BND, PKB 13F-HR 8/11/2023 000178409323000006
Q1 2023 68 286,457 BIL, SHY, BND, JAAA 13F-HR 4/28/2023 000178409323000004
Q4 2022 73 294,094 SHY, JPST, BIL, BND 13F-HR 2/10/2023 000178409323000002
Q2 2022 70 283,843 SHY, SH, BND, RYE 13F-HR 8/4/2022 000170683622000008
Q1 2022 65 306,281 VOO, VXF, BND, RYE 13F-HR 5/5/2022 000178409322000005
Q4 2021 72 302,066 VOO, VXF, BND, EWRE 13F-HR 1/31/2022 000178409322000002
Q3 2021 68 282,125 VOO, VXF, BND, XHB 13F-HR 10/29/2021 000178409321000007
Q2 2021 68 278,647 VOO, VXF, BND, PEZ 13F-HR 7/29/2021 000165009221000007
Q1 2021 65 250,713 VXF, VOO, BND, SCZ 13F-HR 4/26/2021 000178409321000005
Q4 2020 69 245,066 VXF, VOO, BND, SCZ 13F-HR 1/21/2021 000178409321000002
Q3 2020 43 204,902 JPST, BSV, VNLA, IAU 13F-HR 11/12/2020 000178409320000008
Q2 2020 43 173,972 BSV, VOO, JPST, BND 13F-HR 8/17/2020 000178409320000006
Q1 2020 41 132,311 VXF, VOO, BND, NULG 13F-HR 4/27/2020 000178409320000004
Q4 2019 51 169,157 VXF, VOO, BND, GSSC 13F-HR 2/4/2020 000178409320000002
Q3 2019 54 156,336 VXF, VOO, BND, GSSC 13F-HR 10/17/2019 000178409319000006
Q2 2019 41 109,103 JPST, VNLA, BND, CVS 13F-HR 8/7/2019 000178409319000004