Fund HoldingsBeacon Harbor Wealth Advisors, Inc.

Total Portfolio Value
$429.54M
Total Bought
$401.29M
Total Sold
$20.93M
Net Transaction
+$380.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS71,79373,661+1,8683839,6899.24%+39,651
VANGUARD INDEX FDS133,786187,380+53,5942435,5998.29%+35,574
VANGUARD BD INDEX FDS303,317326,120+22,8032323,4515.46%+23,428
ISHARES GOLD TR(IAU)246,516257,314+10,7981212,7402.97%+12,727
GLOBAL X FDS
GLB X MLP ENRG I
0208,428+208,428012,6222.94%+12,622
SPDR SER TR
ST STR SP INS
0205,388+205,388011,6092.70%+11,609
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
0141,116+141,116011,5942.70%+11,594
ISHARES INC
CORE MSCI EMKT
185,204196,052+10,8481110,2382.38%+10,227
NVIDIA CORPORATION(NVDA)75,75574,903-852910,0592.34%+10,050
INTERNATIONAL BUSINESS MACHS(IBM)39,80540,122+31798,8202.05%+8,811
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
124,611132,513+7,90288,7212.03%+8,713
MORGAN STANLEY(MS)67,03467,786+75278,5221.98%+8,515
JANUS DETROIT STR TR
HENDRSON AAA CL
152,275163,050+10,77588,2681.92%+8,261
CITIGROUP INC(C)113,021115,829+2,80878,1531.90%+8,146
CISCO SYS INC(CSCO)126,334129,520+3,18677,6681.79%+7,661
INVESCO EXCH TRD SLF IDX FD
BUL 2033 COR ETF
344,079366,582+22,50377,5591.76%+7,551
PHILIP MORRIS INTL INC(PM)61,35262,583+1,23177,5321.75%+7,524
ISHARES TR
CORE MSCI EAFE
99,537106,257+6,72087,4681.74%+7,460
SPROUTS FMRS MKT INC(SFM)57,97358,143+17067,3881.72%+7,382
COMFORT SYS USA INC(FIX)17,22217,318+9677,3441.71%+7,337
AMAZON COM INC(AMZN)2,48233,388+30,90607,3251.71%+7,325
JOHNSON & JOHNSON(JNJ)47,49849,036+1,53887,0921.65%+7,084
INTERDIGITAL INC(IDCC)036,453+36,45307,0621.64%+7,062
ABBVIE INC(ABBV)38,19039,415+1,22587,0041.63%+6,997
PROLOGIS INC.(PLD)60,84063,058+2,21886,6651.55%+6,658
EXXON MOBIL CORP59,28761,472+2,18576,6131.54%+6,606
PACKAGING CORP AMER(PKG)28,36829,197+82966,5731.53%+6,567
VERIZON COMMUNICATIONS INC(VZ)157,593163,195+5,60276,5261.52%+6,519
COCA COLA CO(KO)99,183103,410+4,22776,4381.50%+6,431
VERTIV HOLDINGS CO(VRT)056,494+56,49406,4181.49%+6,418
ITRON INC(ITRI)56,11458,163+2,04966,3151.47%+6,309
GREENBRIER COS INC(GBX)0102,862+102,86206,2741.46%+6,274
CHEVRON CORP NEW(CVX)40,48242,206+1,72466,1131.42%+6,107
BRINKER INTL INC(EAT)045,935+45,93506,0771.41%+6,077
ALLSTATE CORP(ALL)031,129+31,12906,0011.40%+6,001
BOX INC(BOX)0189,765+189,76505,9971.40%+5,997
C H ROBINSON WORLDWIDE INC(CHRW)057,325+57,32505,9231.38%+5,923
NRG ENERGY INC(NRG)065,269+65,26905,8891.37%+5,889
SYNCHRONY FINANCIAL(SYF)089,013+89,01305,7861.35%+5,786
ISHARES TR169,850177,807+7,95765,5901.30%+5,585
VANGUARD BD INDEX FDS071,426+71,42604,8881.14%+4,888
PEPSICO INC(PEP)025,500+25,50003,8780.90%+3,878
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
67,85272,753+4,90133,5690.83%+3,565
AMGEN INC(AMGN)013,548+13,54803,5310.82%+3,531
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
91,74197,587+5,84633,4620.81%+3,459
GILEAD SCIENCES INC(GILD)037,292+37,29203,4450.80%+3,445
UNITED PARCEL SERVICE INC(UPS)51,44220,441-31,00172,5780.60%+2,571
MEDTRONIC PLC(MDT)73,04732,001-41,04672,5560.60%+2,550
PFIZER INC(PFE)236,21094,465-141,74572,5060.58%+2,499
ISHARES TR38,04840,546+2,49832,4630.57%+2,461
MCCORMICK & CO INC(MKC)25,90025,900021,9750.46%+1,972
APPLE INC(AAPL)32,2646,407-25,85781,6040.37%+1,597
ISHARES TR13,16113,161011,3880.32%+1,387
TEXAS CAP TEX EQUITY INDEX E
GOVT MONEY MKT
013,576+13,57601,3600.32%+1,360
MICROSOFT CORP(MSFT)2,0521,982-7018350.19%+835
ISHARES TR
CORE DIV GRWTH
10,59910,599016500.15%+649
ALPHABET INC(GOOG)3,2493,249016190.14%+618
BERKSHIRE HATHAWAY INC DEL1,1151,115015050.12%+505
FERGUSON ENTERPRISES INC(FERG)2,8362,824-1214900.11%+490
PROCTER AND GAMBLE CO(PG)2,1812,181003660.09%+365
BRISTOL-MYERS SQUIBB CO(BMY)05,741+5,74103250.08%+325
ISHARES TR2,3142,314003220.08%+322
ATLANTIC UN BANKSHARES CORP(AUB)8,3728,372003170.07%+317
GE AEROSPACE(GE)1,6871,687002810.07%+281
ISHARES TR808872+6402810.07%+281
VANECK ETF TRUST
GOLD MINERS ETF
08,200+8,20002780.06%+278
PROSHARES TR014,000+14,00002750.06%+275
COMCAST CORP NEW(CCZ)7,0007,000002630.06%+262
VANGUARD INTL EQUITY INDEX F4,3284,328002480.06%+248
DIREXION SHS ETF TR
DAI GOL BUL ETF
4,5007,000+2,50002460.06%+246
ISHARES TR2,2482,208-4002350.05%+235
VANGUARD SPECIALIZED FUNDS01,187+1,18702320.05%+232
GOLDMAN SACHS GROUP INC(GS)0400+40002290.05%+229
JPMORGAN CHASE & CO.(JPM)0926+92602220.05%+222
DARDEN RESTAURANTS INC(DRI)01,100+1,10002050.05%+205
ICAHN ENTERPRISES LP(IEP)11,35011,35000980.02%+98
APPLIED DIGITAL CORP10,00010,00000760.02%+76
KANDI TECHNOLOGIES GROUP INC13,80013,80000170.00%+17
PROSHARES TR II11,3000-11,30000-0
INTEL CORP(INTC)10,0840-10,08400-0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
57,7790-57,77950-5
NETAPP INC(NTAP)42,0000-42,00050-5
BROWN & BROWN INC(BRO)52,7820-52,78250-5
NEUROCRINE BIOSCIENCES INC(NBIX)47,9170-47,91760-6
REYNOLDS CONSUMER PRODS INC(REYN)184,2740-184,27460-6
OCEANEERING INTL INC(OII)245,5190-245,51960-6
MDU RES GROUP INC(MDU)231,7200-231,72060-6
TENET HEALTHCARE CORP(THC)38,4750-38,47560-6
HOWMET AEROSPACE INC(HWM)65,4620-65,46270-7
CARLISLE COS INC(CSL)14,7890-14,78970-7
INVESCO EXCH TRADED FD TR II186,9780-186,978110-11
VANGUARD INDEX FDS120,5520-120,552120-12
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
108,0680-108,068120-12
COLUMBIA ETF TR II
INDIA CONSMR ETF
161,6310-161,631120-12
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