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iShares S&P 500 Index shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 324 669.30

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 Tr Core Msci Eafe (IEFA)
Applovin Corp Com Cl A (APP)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Core Msci Emkt (IEMG)
Amphenol Corp Cl A (APH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Abbvie (ABBV)
Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index