Beacon Harbor Wealth Advisors »

Ishares Tr core div grwth shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $730k 11k 69.42
2025-09-30 $701k 10k 68.08
2025-06-30 $678k 11k 63.94
2025-03-31 $655k 11k 61.78
2024-12-31 $650k 11k 61.34
2024-09-30 $664k 11k 62.65

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Lumentum Hldgs (LITE)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Etf Ser Solutions Defiance Quantum (QTUM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Johnson & Johnson (JNJ)
Merck & Co (MRK)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Ishares Tr core div grwth

LPL Financial
Wealthfront Advisers
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Capital Investment Advisors
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
Royal Bank of Canada
FMR
HighTower Advisors
UBS Group
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth