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Beaumont Financial Advisors

Latest statistics and disclosures from Beaumont Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, GOOGL, IVV, JGRO, and represent 18.78% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JPEF (+$21M), FFLC (+$21M), TCAF (+$21M), COWZ (+$12M), MINT (+$12M), JGRO (+$7.7M), MOAT (+$5.1M), AEP, RDVY, MEM.
Started 33 new stock positions in FMAT, FFLC, AMAT, JBND, ANSS, DTEC, HEI, EMN, GLOB, FNCL.
Reduced shares in these 10 stocks: SGOV (-$73M), IOO (-$5.7M), DIS, CI, NKE, FENY, JQUA, FTEC, JPST, JEPI.
Sold out of its positions in Chindata Group Holding Adr Rep 2 Ord, USSG, Eqrx, FENY, GRID, GNOM, Global X Fds helth well etf, GBF, GVI, NMCO. NZAC, SLYV, SHE, SBIG, BIZD, WFC.
Beaumont Financial Advisors was a net buyer of stock by $396k.
Beaumont Financial Advisors has $1.1B in assets under management (AUM), dropping by 9.52%.
Central Index Key (CIK): 0001957394

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Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 340 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.3	$58M		300k	192.53	View chart
Microsoft Corporation (MSFT)	4.7	$51M		136k	376.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$34M		241k	139.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$33M		69k	477.63	View chart
J P Morgan Exchange Traded Active Growth (JGRO)	2.8	$31M	+33%	500k	61.09	View chart
Ishares Tr Core S&p Md Cap (IJH)	2.8	$30M		109k	277.15	View chart
Ishares Tr Global 100 Etf (IOO)	2.4	$26M	-17%	325k	80.52	View chart
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)	2.4	$26M	-9%	542k	47.86	View chart
Amazon (AMZN)	2.3	$26M		168k	151.94	View chart
McDonald's Corporation (MCD)	2.2	$24M		80k	296.51	View chart
Ishares Tr S&P SML 600 GRTH (IJT)	2.2	$24M		189k	125.14	View chart
Lowe's Companies (LOW)	2.0	$22M		99k	222.55	View chart
J P Morgan Exchange Traded Equity Focus Etf (JPEF)	1.9	$21M	NEW	398k	52.72	View chart
Fidelity Covington Trust New Millenium (FFLC)	1.9	$21M	NEW	572k	36.19	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$21M	-2%	67k	310.88	View chart
Johnson & Johnson (JNJ)	1.9	$21M		132k	156.74	View chart
Berkshire Hathaway Inc Del CL B (BRK.B)	1.9	$21M		58k	356.66	View chart
T. Rowe Price Etf Cap Appreciation (TCAF)	1.9	$21M	NEW	743k	27.63	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.8	$20M	+33%	239k	84.87	View chart
Visa Cl A (V)	1.7	$18M		70k	260.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$17M	-7%	38k	436.79	View chart
Pepsi (PEP)	1.4	$16M		93k	169.84	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf (VT)	1.4	$16M	-9%	151k	102.88	View chart
J P Morgan Exchange Traded Equity Premium (JEPI)	1.4	$15M	-9%	281k	54.98	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	1.4	$15M	+16%	535k	28.27	View chart
Meta Platforms Cl A (META)	1.3	$14M		40k	353.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.3	$14M	-3%	398k	34.46	View chart
Sony Corp Sponsored Adr (SONY)	1.1	$13M		132k	94.69	View chart
Vaneck Etf Trust Natural Resourc (HAP)	1.1	$12M	+10%	254k	48.81	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$12M	+5470%	233k	51.99	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$12M	-11%	223k	53.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$12M	NEW	117k	99.79	View chart
Sprott Physical Gold & Silver Tr Unit (CEF)	1.0	$11M		567k	19.15	View chart
NVIDIA Corporation (NVDA)	1.0	$11M		21k	495.22	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.9	$9.7M	-4%	421k	23.05	View chart
Dick's Sporting Goods (DKS)	0.9	$9.5M		65k	146.95	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.9	$9.4M		51k	186.55	View chart
Nextera Energy (NEE)	0.8	$8.6M	+2%	142k	60.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$8.6M	-2%	84k	101.99	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.8	$8.5M	-7%	339k	24.99	View chart
Abbott Laboratories (ABT)	0.7	$7.8M		71k	110.07	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$7.6M	-4%	65k	117.22	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.6	$6.7M		129k	52.13	View chart
First Tr Exchange Traded Fd Vi Tcw Uncontrained (UCON)	0.6	$6.5M	-6%	262k	24.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$5.8M	-4%	39k	149.50	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.5	$5.2M	+9%	159k	32.90	View chart
General Dynamics Corporation (GD)	0.5	$5.1M	+6%	20k	259.68	View chart
American Electric Power Company (AEP)	0.4	$4.2M	+875%	51k	81.22	View chart
TJX Companies (TJX)	0.4	$4.0M	-3%	43k	93.81	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$4.0M	-30%	28k	143.64	View chart
Broadcom (AVGO)	0.4	$4.0M	+18%	3.5k	1116.25	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$3.9M		71k	55.90	View chart
Home Depot (HD)	0.4	$3.9M		11k	346.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.7M		27k	140.93	View chart
Eli Lilly & Co. (LLY)	0.3	$3.7M	+2%	6.4k	582.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$3.7M	+96%	72k	51.05	View chart
Costco Wholesale Corporation (COST)	0.3	$3.4M		5.1k	660.07	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.3M		19k	170.10	View chart
American Tower Reit (AMT)	0.3	$3.2M	-19%	15k	215.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.9M	-13%	52k	56.40	View chart
Procter & Gamble Company (PG)	0.3	$2.9M		20k	146.54	View chart
Walt Disney Company (DIS)	0.3	$2.8M	-61%	31k	90.29	View chart
Bank of America Corporation (BAC)	0.3	$2.8M	-2%	82k	33.67	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$2.6M	+16%	160k	15.93	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$2.5M	NEW	49k	51.67	View chart
Ishares Tr Core S&p Sm Cap (IJR)	0.2	$2.5M	+8%	23k	108.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.5M	+14%	5.2k	475.29	View chart
Merck & Co (MRK)	0.2	$2.5M		23k	109.02	View chart
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI)	0.2	$2.4M		10k	237.23	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$2.4M	+133%	58k	40.86	View chart
UnitedHealth (UNH)	0.2	$2.3M	-5%	4.4k	526.43	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$2.3M	-4%	50k	46.09	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.3M	-38%	31k	72.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.2M		10k	218.15	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.1M	-3%	30k	72.03	View chart
Ishares Tr Rus 1000 Grwth (IWF)	0.2	$2.1M		7.0k	303.17	View chart
J P Morgan Exchange Traded Ultra Short Inc (JPST)	0.2	$2.1M	-44%	42k	50.23	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M	+3%	21k	99.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.1M	-97%	21k	100.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.1M	+6%	5.1k	409.54	View chart
Honeywell International (HON)	0.2	$1.9M		9.2k	209.70	View chart
Deere & Company (DE)	0.2	$1.9M		4.8k	399.89	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M	-29%	23k	82.96	View chart
Toast Cl A (TOST)	0.2	$1.9M		103k	18.26	View chart
J P Morgan Exchange Traded Municipal Etf (JMUB)	0.2	$1.8M	-8%	36k	50.96	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$1.8M		38k	47.03	View chart
Coca-Cola Company (KO)	0.2	$1.7M		30k	58.93	View chart
Eastern Bankshares (EBC)	0.2	$1.7M		121k	14.20	View chart
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM)	0.2	$1.7M	-10%	23k	75.32	View chart
Invesco Exchange Traded Fd Tr Bulshs 2025 Cb (BSCP)	0.2	$1.7M	-7%	83k	20.45	View chart
Abbvie (ABBV)	0.2	$1.7M		11k	154.97	View chart
Invesco Exchange Traded Fd Tr Bulshs 2026 Cb (BSCQ)	0.2	$1.7M	-7%	88k	19.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.7M		23k	73.55	View chart
American Express Company (AXP)	0.2	$1.6M		8.8k	187.34	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$1.6M	+504%	25k	64.69	View chart
Lam Research Corporation (LRCX)	0.1	$1.6M		2.1k	783.26	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.6M	-5%	16k	103.45	View chart
Ishares Tr Msci Em Mkt Etf (EEM)	0.1	$1.6M		40k	40.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.6M		18k	88.36	View chart
Brooks Automation (AZTA)	0.1	$1.6M	-22%	25k	65.14	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$1.6M	+523%	36k	44.63	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.6M	-49%	8.7k	178.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.6M	-8%	27k	58.33	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M		3.6k	426.52	View chart
Invesco Exchange Traded Fd Tr Bulshs 2024 Cb (BSCO)	0.1	$1.5M	-8%	73k	20.89	View chart
Chevron Corporation (CVX)	0.1	$1.5M		10k	149.16	View chart
Blackstone Group Com Cl A (BX)	0.1	$1.5M		11k	130.92	View chart
International Business Machines (IBM)	0.1	$1.5M		9.0k	163.55	View chart
T. Rowe Price Etf Price Div Grwt (TDVG)	0.1	$1.4M	-3%	41k	35.27	View chart
Intel Corporation (INTC)	0.1	$1.4M		28k	50.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.4M	-8%	73k	19.45	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M		54k	26.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M	-3%	18k	77.37	View chart
Fidelity Covington Trust Msci Real Estate Indx (FREL)	0.1	$1.4M	NEW	53k	26.65	View chart
Fidelity Covington Trust Msci Materials Indx (FMAT)	0.1	$1.4M	NEW	28k	48.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.4M	+23%	29k	47.90	View chart
Amgen (AMGN)	0.1	$1.4M		4.8k	288.01	View chart
Fidelity Covington Trust Msci Indsl Indx (FIDU)	0.1	$1.4M	-52%	22k	61.23	View chart
Fidelity Covington Trust Msci Financial Indx (FNCL)	0.1	$1.4M	NEW	25k	53.55	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.3M		2.7k	507.46	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.3M	-7%	9.8k	135.84	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$1.3M	+3%	12k	113.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	-31%	12k	108.41	View chart
Qualcomm (QCOM)	0.1	$1.2M	+3%	8.5k	144.64	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.2M		5.2k	229.68	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	-4%	11k	105.43	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.2M		2.2k	530.85	View chart
Nike CL B (NKE)	0.1	$1.2M	-74%	11k	108.56	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	-11%	4.6k	245.65	View chart
S&p Global (SPGI)	0.1	$1.1M		2.5k	440.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	-7%	15k	75.35	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	-30%	15k	70.10	View chart
Bain Cap Specialty Fin (BCSF)	0.1	$1.1M	-7%	71k	15.07	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	-17%	21k	51.31	View chart
Ishares Silver Trust Ishares (SLV)	0.1	$1.1M		48k	21.78	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us (VEU)	0.1	$1.0M	-5%	18k	56.14	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.0M		6.1k	170.45	View chart
J P Morgan Exchange Traded Active Value Etf (JAVA)	0.1	$1.0M	+16%	18k	55.62	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.0M		1.7k	596.60	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.1	$997k		13k	76.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$928k	-3%	8.3k	111.63	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.1	$892k	+19%	28k	31.50	View chart
Comcast Corp Cl A (CMCSA)	0.1	$874k		20k	43.85	View chart
Proshares Tr S&p 500 Div Arist (NOBL)	0.1	$853k	-15%	9.0k	95.20	View chart
Ishares Tr Ishs 1-5 Yr Invs (IGSB)	0.1	$850k	+5%	17k	51.28	View chart
Kkr & Co (KKR)	0.1	$847k		10k	82.85	View chart
Kimberly-Clark Corporation (KMB)	0.1	$845k	-3%	7.0k	121.52	View chart
Dell Technologies CL C (DELL)	0.1	$843k	-2%	11k	76.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$837k	-3%	9.9k	84.14	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$836k	NEW	18k	46.63	View chart
BlackRock (BLK)	0.1	$835k		1.0k	811.88	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.1	$831k		18k	46.26	View chart
Ishares Tr Rus 1000 Val (IWD)	0.1	$819k	+4%	5.0k	165.26	View chart
Tesla Motors (TSLA)	0.1	$803k		3.2k	248.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$801k	-17%	4.2k	192.48	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$796k	+47%	9.5k	83.84	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$788k		29k	27.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$787k	+5%	21k	37.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$778k	+2%	5.7k	136.39	View chart
Travelers Companies (TRV)	0.1	$754k		4.0k	190.51	View chart
Spdr Dow Jones Industrial Average Ut Ser 1 (DIA)	0.1	$747k	+13%	2.0k	376.94	View chart
Parker-Hannifin Corporation (PH)	0.1	$721k	-5%	1.6k	460.83	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$721k	-12%	1.3k	576.04	View chart
Automatic Data Processing (ADP)	0.1	$717k	-28%	3.1k	232.94	View chart
Advanced Micro Devices (AMD)	0.1	$713k		4.8k	147.41	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$704k	+18%	4.2k	169.27	View chart
Southern Company (SO)	0.1	$685k		9.8k	70.12	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$684k	-9%	11k	62.66	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$674k		5.4k	124.97	View chart
salesforce (CRM)	0.1	$663k	+27%	2.5k	263.14	View chart
Edwards Lifesciences (EW)	0.1	$650k		8.5k	76.25	View chart
Stryker Corporation (SYK)	0.1	$644k	+2%	2.2k	299.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$639k		3.9k	164.42	View chart
Ishares Tr Rus Midcap Etf (IWR)	0.1	$633k		8.1k	77.73	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$620k	-13%	13k	48.13	View chart
Lockheed Martin Corporation (LMT)	0.1	$617k	+23%	1.4k	453.22	View chart
Broadridge Financial Solutions (BR)	0.1	$602k		2.9k	205.75	View chart
Danaher Corporation (DHR)	0.1	$588k		2.5k	231.30	View chart
Pfizer (PFE)	0.1	$587k	-20%	20k	28.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$585k		8.3k	70.28	View chart
Intuit (INTU)	0.1	$583k	+2%	932.00	625.03	View chart
Ishares Tr 1-3 Yr Treas Bd (SHY)	0.1	$567k	+7%	6.9k	82.04	View chart
Waste Management (WM)	0.1	$565k		3.2k	179.10	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$565k	+21%	14k	40.25	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.0	$547k	-19%	12k	47.24	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$543k		1.00	542625.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$539k	+3%	6.9k	78.02	View chart
Cisco Systems (CSCO)	0.0	$535k	+4%	11k	50.52	View chart
Pgim Etf Tr Active Aggregate (PAB)	0.0	$528k	-43%	12k	42.48	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$525k		1.5k	350.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$525k	+22%	2.3k	232.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$524k	+8%	5.0k	105.43	View chart
Republic Services (RSG)	0.0	$512k		3.1k	164.91	View chart
J P Morgan Exchange Traded Active Bond Etf (JBND)	0.0	$510k	NEW	9.6k	52.99	View chart
Vanguard Index Fds Small Cap Etf (VB)	0.0	$505k		2.4k	213.37	View chart
Ishares Tr Core S&p Us Grwth (IUSG)	0.0	$500k		4.8k	104.10	View chart
Air Products & Chemicals (APD)	0.0	$484k		1.8k	273.83	View chart
Paypal Holdings (PYPL)	0.0	$483k	-42%	7.9k	61.41	View chart
Ishares Tr Core Us Agg Bd (AGG)	0.0	$482k	-32%	4.9k	99.25	View chart
Ishares Tr S&p Mdcp 400 Val (IJJ)	0.0	$482k	-10%	4.2k	114.04	View chart
Caterpillar (CAT)	0.0	$478k	+17%	1.6k	295.60	View chart
Progressive Corporation (PGR)	0.0	$473k		3.0k	159.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$465k	-13%	5.7k	81.28	View chart
Constellation Brands Cl A (STZ)	0.0	$463k		1.9k	241.75	View chart
Fastenal Company (FAST)	0.0	$460k	-5%	7.1k	64.77	View chart
Ishares Tr Core S&p Us Val (IUSV)	0.0	$454k		5.4k	84.33	View chart
Ishares Tr S&P500 GRTH (IVW)	0.0	$454k	-19%	6.0k	75.10	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf (VWO)	0.0	$454k	+15%	11k	41.10	View chart
Roper Industries (ROP)	0.0	$454k	+2%	832.00	545.17	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$452k	-8%	16k	28.88	View chart
Boeing Company (BA)	0.0	$447k	+5%	1.7k	260.66	View chart
Starbucks Corporation (SBUX)	0.0	$440k	+5%	4.6k	96.02	View chart
Carpenter Technology Corporation (CRS)	0.0	$438k		6.2k	70.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$435k		1.7k	259.50	View chart
Revolution Medicines (RVMD)	0.0	$428k	NEW	15k	28.68	View chart
Wal-Mart Stores (WMT)	0.0	$421k	+4%	2.7k	157.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$420k	+7%	2.2k	191.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$415k	-18%	1.6k	262.25	View chart
SEI Investments Company (SEIC)	0.0	$412k	-2%	6.5k	63.55	View chart
Steris Shs Usd (STE)	0.0	$407k		1.8k	219.85	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$406k		5.1k	80.15	View chart
Ishares Tr Msci Us Min Vol (USMV)	0.0	$404k	-9%	5.2k	78.02	View chart
Copart (CPRT)	0.0	$402k		8.2k	49.00	View chart
Diageo Spon Adr (DEO)	0.0	$393k	-4%	2.7k	145.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$392k	+3%	6.6k	59.24	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$387k	-4%	8.2k	47.00	View chart
Fair Isaac Corporation (FICO)	0.0	$387k		332.00	1164.01	View chart
Colgate-Palmolive Company (CL)	0.0	$384k		4.8k	79.72	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$383k	-9%	7.6k	50.58	View chart
Kenvue (KVUE)	0.0	$378k	+2%	18k	21.53	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$372k		8.7k	42.52	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$371k	-13%	8.1k	46.07	View chart
Ishares Tr Msci Eurzone Etf (EZU)	0.0	$367k		7.7k	47.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$365k		2.5k	145.01	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$364k	-6%	11k	34.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$364k	-51%	2.1k	170.42	View chart
Cme (CME)	0.0	$362k		1.7k	210.60	View chart
General Electric (GE)	0.0	$359k	+2%	2.8k	127.63	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$358k		13k	27.69	View chart
Ecolab (ECL)	0.0	$356k		1.8k	198.35	View chart
IPG Photonics Corporation (IPGP)	0.0	$356k		3.3k	108.54	View chart
Canadian Natl Ry (CNI)	0.0	$353k		2.8k	125.63	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$344k		3.9k	89.29	View chart
Becton, Dickinson and (BDX)	0.0	$344k		1.4k	243.83	View chart
Kraneshares Tr Bosera Msci Ch (KBA)	0.0	$340k		16k	20.71	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)	0.0	$332k	+2%	2.1k	157.80	View chart
Lennar Corp Cl A (LEN)	0.0	$329k	+17%	2.2k	149.04	View chart
Ishares Tr Msci Us Qual Fct (QUAL)	0.0	$324k	-14%	2.2k	147.15	View chart
Ishares Tr Msci Israel (EIS)	0.0	$323k		5.6k	58.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$322k		5.5k	57.96	View chart
Ishares Tr Msci World Etf (URTH)	0.0	$321k	-7%	2.4k	133.02	View chart
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL)	0.0	$318k	+7%	16k	19.74	View chart
Analog Devices (ADI)	0.0	$316k	-3%	1.6k	198.62	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.0	$315k		15k	21.13	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$311k	-4%	10k	30.60	View chart
Vanguard Bd Index Fds Short Term Bond (BSV)	0.0	$311k		4.0k	77.03	View chart
Eversource Energy (ES)	0.0	$311k		5.0k	61.72	View chart
Five Below (FIVE)	0.0	$308k	-6%	1.4k	213.16	View chart
Ishares Msci Emerg Chn (EMXC)	0.0	$307k	-8%	5.5k	55.41	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$306k	-2%	4.8k	63.33	View chart
Eaton Corp SHS (ETN)	0.0	$302k	+8%	1.3k	240.92	View chart
Phillips 66 (PSX)	0.0	$301k		2.3k	133.14	View chart
Cigna Corp (CI)	0.0	$301k	-93%	1.0k	299.34	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$296k	+3%	337.00	878.29	View chart
J P Morgan Exchange Traded Intl Bd Opp Etf (JPIB)	0.0	$295k		6.2k	47.79	View chart
Charles Schwab Corporation (SCHW)	0.0	$295k	+2%	4.3k	68.80	View chart
Northrop Grumman Corporation (NOC)	0.0	$294k		628.00	468.14	View chart
Norfolk Southern (NSC)	0.0	$293k		1.2k	236.38	View chart
EOG Resources (EOG)	0.0	$293k		2.4k	120.95	View chart
Sprott Fds Tr Uranium Miners Etf (URNM)	0.0	$292k	+26%	6.0k	48.27	View chart
FedEx Corporation (FDX)	0.0	$290k		1.1k	252.99	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$290k	+10%	6.9k	42.18	View chart
AFLAC Incorporated (AFL)	0.0	$286k		3.5k	82.49	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$286k	+8%	35k	8.08	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$285k	-12%	15k	19.43	View chart
Paychex (PAYX)	0.0	$280k		2.4k	119.11	View chart
Zoetis Cl A (ZTS)	0.0	$279k	+8%	1.4k	197.40	View chart
3M Company (MMM)	0.0	$275k	-2%	2.5k	109.32	View chart
Stag Industrial (STAG)	0.0	$275k		7.0k	39.26	View chart
SYSCO Corporation (SYY)	0.0	$275k		3.8k	73.13	View chart
Spdr Ser Tr Portfolio S&p1500 (SPTM)	0.0	$275k		4.7k	58.45	View chart
Ishares Eafe Sml Cp Etf (SCZ)	0.0	$273k	-3%	4.4k	61.90	View chart
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)	0.0	$270k	-2%	5.7k	47.09	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$264k	-2%	5.2k	50.62	View chart
Target Corporation (TGT)	0.0	$264k	NEW	1.9k	142.43	View chart
Ishares Tr S&p500 Val (IVE)	0.0	$260k	-31%	1.5k	173.89	View chart
At&t (T)	0.0	$259k	-2%	16k	16.78	View chart
Prologis (PLD)	0.0	$259k		1.9k	133.30	View chart
State Street Corporation (STT)	0.0	$258k		3.3k	77.46	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$253k	+4%	3.7k	68.42	View chart
Vanguard World Extended Dur (EDV)	0.0	$249k	-45%	3.1k	81.02	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$248k	-29%	3.4k	73.38	View chart
Iron Mountain (IRM)	0.0	$248k	-4%	3.5k	69.98	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$247k	-14%	4.7k	52.80	View chart
Ishares Tr Core 1-5 Yr Usd (ISTB)	0.0	$246k		5.2k	47.56	View chart
Hershey Company (HSY)	0.0	$245k		1.3k	186.46	View chart
Jack Henry & Associates (JKHY)	0.0	$242k		1.5k	163.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$241k	NEW	1.2k	200.63	View chart
Paycom Software (PAYC)	0.0	$241k		1.2k	206.72	View chart
Booking Holdings (BKNG)	0.0	$238k		67.00	3547.22	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$237k		2.7k	87.67	View chart
L3harris Technologies (LHX)	0.0	$236k	NEW	1.1k	210.54	View chart
Spdr Ser Tr Bloomberg High Yld (JNK)	0.0	$236k		2.5k	94.73	View chart
Morgan Stanley (MS)	0.0	$235k	NEW	2.5k	93.24	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$235k	+2%	14k	16.67	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$228k	NEW	563.00	405.64	View chart
Cameco Corporation (CCJ)	0.0	$228k		5.3k	43.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$227k	-30%	1.4k	156.84	View chart
Watsco, Incorporated (WSO)	0.0	$225k	NEW	526.00	428.47	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.0	$222k	NEW	5.4k	41.43	View chart
Emerson Electric (EMR)	0.0	$222k	+5%	2.3k	97.32	View chart
Verizon Communications (VZ)	0.0	$222k	NEW	5.9k	37.70	View chart
J P Morgan Exchange Traded Ultra Short Municipal (JMST)	0.0	$221k	NEW	4.4k	50.74	View chart
Boston Scientific Corporation (BSX)	0.0	$220k	NEW	3.8k	57.81	View chart
CVS Caremark Corporation (CVS)	0.0	$219k	NEW	2.8k	78.96	View chart
Sempra Energy (SRE)	0.0	$219k	-4%	2.9k	74.74	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$217k		3.2k	67.35	View chart
Ansys (ANSS)	0.0	$216k	NEW	596.00	362.88	View chart
Eastman Chemical Company (EMN)	0.0	$216k	NEW	2.4k	89.82	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$215k	-54%	3.1k	69.47	View chart
Bce (BCE)	0.0	$211k	-33%	5.4k	39.38	View chart
Applied Materials (AMAT)	0.0	$210k	NEW	1.3k	162.02	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$209k	NEW	1.8k	118.92	View chart
Allstate Corporation (ALL)	0.0	$207k	NEW	1.5k	140.01	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$207k	NEW	509.00	406.89	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$207k	-10%	2.7k	75.67	View chart
Yum! Brands (YUM)	0.0	$201k	NEW	1.5k	130.69	View chart
Globant S A (GLOB)	0.0	$201k	NEW	843.00	237.98	View chart
HEICO Corporation (HEI)	0.0	$200k	NEW	1.1k	178.87	View chart
Sono Tek (SOTK)	0.0	$198k		37k	5.41	View chart
Golub Capital BDC (GBDC)	0.0	$189k		13k	15.10	View chart
PennantPark Investment (PNNT)	0.0	$144k	+5%	21k	6.91	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$141k	NEW	10k	13.80	View chart
New Mountain Finance Corp (NMFC)	0.0	$130k	NEW	10k	12.72	View chart
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP)	0.0	$123k		23k	5.42	View chart
Barings Bdc (BBDC)	0.0	$120k	+2%	14k	8.58	View chart
Blackrock Kelso Capital	0.0	$117k	+2%	30k	3.87	View chart
Natura &co Hldg S A Ads (NTCOY)	0.0	$71k		10k	6.84	View chart
Sandstorm Gold Com New (SAND)	0.0	$50k		10k	5.03	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$25k		15k	1.69	View chart

Past Filings by Beaumont Financial Advisors

SEC 13F filings are viewable for Beaumont Financial Advisors going back to 2022

Beaumont Financial Advisors 2023 Q4 filed Jan. 31, 2024
Beaumont Financial Advisors 2023 Q3 filed Nov. 1, 2023
Beaumont Financial Advisors 2023 Q2 filed Aug. 2, 2023
Beaumont Financial Advisors 2023 Q1 filed May 8, 2023
Beaumont Financial Advisors 2022 Q4 filed Jan. 25, 2023

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