Beacon Harbor Wealth Advisors Inc. Buys Shares of 28,368

Nov 8, 2024 · Beacon Harbor Wealth Advisors Inc. bought a new stake in Packaging Co. of America (NYSE:PKG - Free Report) in the 3rd quarter, according to its most recent 13F filing …

CouponFollow Extension

$522251377
OFF

BEACON HARBOR WEALTH ADVISORS, INC. - WhaleWisdom.com

1 day from now

Beacon Harbor Wealth Advisors is a large advisory firm with 566 clients and discretionary assets under management (AUM) of $522,251,377 (Form ADV from 2024-10-28). ... Beacon Harbor …

whalewisdom.com

5%
OFF

United Parcel Service, Inc. (NYSE:UPS) Shares Bought By Beacon …

1 day from now

Nov 8, 2024 · Beacon Harbor Wealth Advisors Inc. increased its stake in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 22.5% in the third quarter, according to its most recent 13F …

marketbeat.com

$384
OFF

Beacon Harbor Wealth Advisors, Inc. Portfolio Holdings

1 day from now

Beacon Harbor Wealth Advisors, Inc. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $384 Million distributed in 69 stocks.

tickertracker.io

$209.99
OFF

Beacon Harbor Wealth Advisors, Inc. (Virginia Beach)

1 day from now

The assets under management (AUM) of Beacon Harbor Wealth Advisors, Inc. is $209.99 million. The company doesn't manage any assets belonging to foreign clients. The firm manages …

wallmine.com

$378
OFF

$378 Million Beacon Harbor Wealth Advisors, Inc. Q1 2024 …

1 day from now

Top Buys Prev Quarter; Top Buys Past 2Qs; Top Value Past Quarter; Top Value Prev Quarter; ... Beacon Harbor Wealth Advisors, Inc. Q1 2024 Portfolio Sym Weight Trade Impact Company …

portfoliosavvy.com

$522
OFF

Beacon Harbor Wealth Advisors Review 2024 - Investor.com

1 day from now

Oct 16, 2024 · Beacon Harbor Wealth Advisors, registered in 2019, serves 8 state(s) with a licensed staff of 4 advisors. Beacon Harbor Wealth Advisors manages $522.3 million and …

investor.com

5%
OFF

IShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) Shares Acquired …

1 day from now

Nov 8, 2024 · Beacon Harbor Wealth Advisors Inc. lifted its stake in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 4.5% in the 3rd quarter, according to …

mayfieldrecorder.com

$6.40
OFF

Beacon Harbor Wealth Advisors Inc. Makes New $6.40 Million …

1 day from now

Nov 8, 2024 · Beacon Harbor Wealth Advisors Inc. acquired a new position in shares of Sprouts Farmers Market, Inc. (NASDAQ:SFM - Free Report) during the 3rd quarter, according to the …

marketbeat.com

11%
OFF

Beacon Harbor Wealth Advisors, Inc. Buys Invesco S&P 500 Equal …

1 day from now

Jan 31, 2022 · These are the top 5 holdings of Beacon Harbor Wealth Advisors, Inc. Vanguard S&P 500 ETF ( VOO ) - 69,980 shares, 10.11% of the total portfolio. Shares reduced by 3.22%

yahoo.com

$5.99
OFF

Beacon Harbor Wealth Advisors Inc. Makes New $5.99 Million

1 day from now

Nov 8, 2024 · Beacon Harbor Wealth Advisors Inc. acquired a new stake in Itron, Inc. (NASDAQ:ITRI - Free Report) in the 3rd quarter, according to its most recent Form 13F filing …

marketbeat.com