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Name: |
Beacon Harbor Wealth Advisors Inc. |
City: |
VIRGINIA BEACH |
State: |
VA |
Zip: |
23452 |
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Holdings
Found :
13 |
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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 |
iShares S&P S/T Natnl AMT-F... |
51 |
- |
$104.80 |
$1,651,000 |
15,661 |
0.48% |
40,000 |
0 |
0.017 |
Closed - End Fund - Debt |
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AAPL |
Apple Inc |
54 |
- |
$182.74 |
$560,000 |
2,909 |
0.16% |
62,000 |
0 |
0 |
Personal Computers |
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FERG |
Ferguson plc |
55 |
- |
$219.53 |
$545,000 |
2,824 |
0.16% |
81,000 |
0 |
0.001 |
N/A |
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CMCSA |
Comcast Corp |
56 |
- |
$39.05 |
$537,000 |
12,235 |
0.16% |
-6,000 |
0 |
0 |
CATV Systems |
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GOOG |
Alphabet Inc |
59 |
- |
$171.16 |
$452,000 |
3,205 |
0.13% |
29,000 |
0 |
0 |
Search Engines & Info... |
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BRK.B |
Berkshire Hathaway B |
60 |
- |
$406.37 |
$401,000 |
1,124 |
0.12% |
7,000 |
0 |
0 |
Property & Casualty I... |
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JNJ |
Johnson & Johnson |
61 |
- |
$148.95 |
$359,000 |
2,292 |
0.1% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
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PG |
Procter & Gamble Co |
62 |
- |
$165.07 |
$353,000 |
2,409 |
0.1% |
2,000 |
0 |
0 |
Cleaning Products |
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AMZN |
Amazon.com Inc |
63 |
- |
$188.00 |
$349,000 |
2,300 |
0.1% |
57,000 |
0 |
0 |
Internet Software & S... |
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AUB |
Atlantic Union Bankshares Corp |
64 |
- |
$33.79 |
$306,000 |
8,372 |
0.09% |
65,000 |
0 |
0.011 |
Domestic Regional Banks |
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VEU |
Vanguard FTSE All-World ETF |
66 |
- |
$57.31 |
$243,000 |
4,328 |
0.07% |
19,000 |
0 |
0.001 |
Closed - End Fund - F... |
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MUB |
iShares S&P National Munici... |
67 |
- |
$107.02 |
$241,000 |
2,221 |
0.07% |
13,000 |
0 |
0 |
Closed - End Fund - E... |
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IEP |
Icahn Enterprises LP |
71 |
- |
$18.56 |
$195,000 |
11,350 |
0.06% |
-30,000 |
0 |
0.003 |
Property Management |
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