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  Name: Beacon Harbor Wealth Advisors Inc.
  City: VIRGINIA BEACH
  State: VA
  Zip: 23452
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $343,884,000
  Total Value Change : $43,672,000
  Securities Held Change : 5
   
All Securities Held : 74
  New Positions : 21
  Closed Positions : 17
  Increased Positions : 29
  Unchanged Positions : 13
  Decreased Positions : 11

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 51 - $104.76 $1,651,000 15,661 0.48% 40,000 0 0.017    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 54 - $182.40 $560,000 2,909 0.16% 62,000 0 0    Personal Computers
   (FERG)1 Year Chart         FERG Ferguson plc 55 - $218.97 $545,000 2,824 0.16% 81,000 0 0.001    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 56 - $38.49 $537,000 12,235 0.16% -6,000 0 0    CATV Systems
   (GOOG)1 Year Chart         GOOG Alphabet Inc 59 - $172.98 $452,000 3,205 0.13% 29,000 0 0    Search Engines & Info...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 60 - $406.14 $401,000 1,124 0.12% 7,000 0 0    Property & Casualty I...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 61 - $148.72 $359,000 2,292 0.1% 2,000 0 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 62 - $165.76 $353,000 2,409 0.1% 2,000 0 0    Cleaning Products
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 63 - $188.76 $349,000 2,300 0.1% 57,000 0 0    Internet Software & S...
   (AUB)1 Year Chart         AUB Atlantic Union Bankshares Corp 64 - $33.71 $306,000 8,372 0.09% 65,000 0 0.011    Domestic Regional Banks
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 66 - $57.31 $243,000 4,328 0.07% 19,000 0 0.001    Closed - End Fund - F...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 67 - $107.09 $241,000 2,221 0.07% 13,000 0 0    Closed - End Fund - E...
   (IEP)1 Year Chart         IEP Icahn Enterprises LP 71 - $17.17 $195,000 11,350 0.06% -30,000 0 0.003    Property Management
      13 Records Found
  1    
Page 1 of 1
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