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Home > Institutional Investor > Beacon Harbor Wealth Advisors, Inc. > Profile

Instuitional Investor - Beacon Harbor Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Beacon Harbor Wealth Advisors, Inc.
Portfolio Value $429,543,455
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 73,661 $39,689,023 9.23%
2.
Vanguard Index Fds
 187,380 $35,598,512 8.28%
3.
Vanguard Bond Index Funds
 BND 326,120 $23,451,260 5.45%
4.
Ishares Trust
 IAU 257,314 $12,739,616 2.96%
5.
Global X Fds
 208,428 $12,622,403 2.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)