Beacon Harbor Wealth Advisors, Inc. Incresed Positions in Q4 2025

Beacon Harbor Wealth Advisors, Inc.

  • $414 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
184K
+ 102.45%
N/A
364K $19.5M
AAPL
Apple Inc.

Technology
23.3K
+ 351.72%
$245.27 - $275.25 $5.72M - $6.41M
29.9K $8.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.3K
+ 6.61%
$74.09 - $75.1 $1.65M - $1.68M
360K $26.7M
AMGN
Amgen Inc

Healthcare
44
+ 0.18%
$290.13 - $341.71 $12.8K - $15K
24.6K $8.41M
NEE
Nextera Energy Inc

Utilities
280
+ 0.3%
$78.18 - $86.03 $21.9K - $24.1K
93.3K $8M
MRK
Merck & Co., Inc.

Healthcare
318
+ 0.4%
$82.49 - $92.93 $26.2K - $29.6K
80.2K $7.45M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.8K
+ 7.63%
$50.55 - $50.74 $648K - $650K
181K $9.16M
PLD
Prologis, Inc.

Real Estate
429
+ 0.74%
$111.23 - $127.18 $47.7K - $54.6K
58.5K $7.23M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12.9K
+ 7.09%
$42.71 - $43.27 $552K - $559K
195K $8.34M
KO
Coca Cola CO

Consumer Defensive
1.06K
+ 1.01%
$66.1 - $71.61 $70.3K - $76.2K
106K $7.52M
XOM
Exxon Mobil Corp

Energy
1.2K
+ 2.05%
$110.64 - $119.78 $133K - $144K
59.8K $7.04M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.84K
+ 6.72%
$70.19 - $72.57 $340K - $352K
76.9K $5.4M
BNDX
Vanguard Total International B

ETFs
5.84K
+ 7.59%
$49.3 - $49.91 $288K - $292K
82.8K $4.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.9K
+ 7.57%
$30.84 - $31.79 $367K - $378K
169K $5.22M
DFIV
Dimensional ETF Tr

ETFs
1.77K
+ 2.02%
$45.13 - $48.25 $79.8K - $85.4K
89.5K $4.29M
CVX
Chevron Corp

Energy
1.12K
+ 2.74%
$148.9 - $157.72 $166K - $176K
41.8K $6.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.51K
+ 4.12%
$75.19 - $77.98 $113K - $117K
38.1K $2.91M
DGRO
Ishares Core Dividend Growth E

ETFs
214
+ 2.08%
$66.93 - $69.17 $14.3K - $14.8K
10.5K $719K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.31%
$656.2 - $690.71 $656 - $691
325 $219K
VXF
Vanguard Extended Market ETF

ETFs
3.01K
+ 2.39%
$204.22 - $215.05 $614K - $646K
129K $26.4M
WTS
Watts Water Technologies Inc

Industrials
608
+ 2.64%
$263.55 - $282.91 $160K - $172K
23.7K $6.39M
PM
Philip Morris International Inc.

Consumer Defensive
1.21K
+ 3.16%
$144.33 - $160.86 $175K - $195K
39.6K $6.06M
VZ
Verizon Communications Inc

Communication Services
5.76K
+ 3.86%
$38.4 - $43.83 $221K - $252K
155K $6.35M
Activity Summary
Buys All Purchases 40 New Holdings 16 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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