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Strategas Macro Thematic Opportunities Etf shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of Strategas Macro Thematic Opportunities Etf (SAMT) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in Strategas Macro Thematic Opportunities Etf

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All positions including Strategas Macro Thematic Opportunities Etf held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategas Macro Thematic Opportunities Etf by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $17M 797k 21.54
2022-06-30 $15M 660k 22.70

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Baird Financial
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Triangle Securities Wealth Management
Aptus Capital Advisors
Archford Capital Strategies
Fortem Financial Group
Armor Investment Advisors
CI Private Wealth
Greenwich Wealth Management
Holderness Investments
Cambridge Advisors
Captrust Financial Advisors
Jaffetilchin Investment Partners
Fiduciary Trust Company

View all funds holding Strategas Macro Thematic Opportunities Etf