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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, IVV, GOOGL, SAMT, and represent 19.87% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: APLU (+$8.8M), AIS (+$7.2M), BIL (+$7.0M), GPZ (+$5.3M), G, FRDM, FHLC, FMAT, IBDT, FENY.
Started 26 new stock positions in SPYG, JTEK, HPE, QTUM, APP, MTUM, PSTG, GTLB, FMAT, ADI.
Reduced shares in these 10 stocks: JPEF (-$13M), MSFT (-$5.2M), IVV, SAMT, FSTA, AAPL, BSCP, JQUA, FBTC, GBTC.
Sold out of its positions in FTNT, SPHQ, BSCP, AGG, SHY, ISCF, KVUE, MCO, OKE, VRTX.
Beaumont Financial Advisors was a net buyer of stock by $2.6M.
Beaumont Financial Advisors has $1.5B in assets under management (AUM), dropping by 8.20%.
Central Index Key (CIK): 0001957394

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Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 394 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.6	$69M	-2%	272k	254.63	View chart
Microsoft Corp Stock (MSFT)	4.2	$63M	-7%	122k	517.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.1	$61M	-6%	91k	669.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.8	$57M		234k	243.10	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	3.1	$47M	-4%	1.3M	37.27	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	3.1	$46M	-2%	464k	99.81	View chart
Nvidia Corporation Stock (NVDA)	2.6	$39M		209k	186.58	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	2.6	$39M	-25%	520k	74.09	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.5	$37M		565k	65.26	View chart
Amazon Stock (AMZN)	2.4	$35M		161k	219.57	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	2.3	$34M	-4%	536k	62.91	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.2	$33M		235k	141.50	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	2.2	$33M	+3%	355k	93.75	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.9	$29M		58k	502.74	View chart
Vanguard Growth Etf Etf (VUG)	1.9	$28M		59k	479.61	View chart
Meta Platforms Inc Cl A Stock (META)	1.8	$27M		37k	734.37	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.6	$25M	-4%	274k	89.77	View chart
Allspring Core Plus Etf Etf (APLU)	1.6	$24M	+57%	957k	25.18	View chart
Johnson & Johnson Stock (JNJ)	1.6	$23M		125k	185.42	View chart
Lowes Cos Stock (LOW)	1.5	$23M		92k	251.31	View chart
Mcdonalds Corp Stock (MCD)	1.5	$23M		74k	303.89	View chart
Visa Inc Com Cl A Stock (V)	1.5	$22M		64k	341.38	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	1.4	$22M		585k	36.69	View chart
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX)	1.4	$21M	-3%	688k	29.89	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	1.3	$20M	-4%	529k	37.70	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$19M	-3%	31k	612.39	View chart
Dicks Sporting Goods Stock (DKS)	1.2	$18M		83k	222.22	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.2	$18M	+65%	192k	91.75	View chart
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH)	1.0	$15M		773k	19.26	View chart
Pepsico Stock (PEP)	1.0	$15M		103k	140.44	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$13M		197k	68.08	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.9	$13M		47k	279.84	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.9	$13M	-3%	769k	16.87	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.8	$13M	-3%	491k	25.85	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.8	$12M	+21%	268k	44.31	View chart
Vaneck Clo Etf Etf (CLOI)	0.7	$11M		208k	53.10	View chart
Broadcom Stock (AVGO)	0.7	$11M		32k	329.91	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.6	$9.7M		79k	122.45	View chart
BP Adr (BP)	0.6	$9.0M	-2%	262k	34.46	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$8.6M		61k	142.10	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.6	$8.2M		83k	99.11	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.5	$8.1M	-3%	324k	25.10	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$7.3M	-4%	96k	76.45	View chart
Vistashares Artificial Intelligence Supercycle Etf Etf (AIS)	0.5	$7.2M	NEW	204k	35.13	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.5	$7.1M	-3%	281k	25.19	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$6.8M		28k	243.55	View chart
American Elec Pwr Stock (AEP)	0.5	$6.8M		60k	112.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.4M		20k	315.42	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.4	$6.2M	+4%	122k	50.63	View chart
Vanguard Value Etf Etf (VTV)	0.4	$6.1M		33k	186.49	View chart
Tjx Cos Stock (TJX)	0.4	$5.5M	-2%	38k	144.54	View chart
Chevron Corp Stock (CVX)	0.4	$5.3M	-3%	34k	155.29	View chart
Vaneck Alternative Asset Manager Etf Etf (GPZ)	0.4	$5.3M	NEW	192k	27.63	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.4	$5.3M	-9%	24k	222.17	View chart
Waste Connections Stock (WCN)	0.4	$5.2M		30k	175.80	View chart
Progressive Corp Stock (PGR)	0.3	$5.1M	+9%	21k	246.95	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.3	$5.0M		170k	29.62	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$5.0M	-3%	63k	78.34	View chart
Costco Whsl Corp Stock (COST)	0.3	$4.6M	-3%	4.9k	925.60	View chart
Home Depot Stock (HD)	0.3	$4.4M		11k	405.18	View chart
Bank America Corp Stock (BAC)	0.3	$4.2M		82k	51.59	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$4.1M	-7%	41k	100.70	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$3.8M		145k	26.34	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.8M		12k	328.17	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$3.8M		32k	118.83	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.7M	+6%	4.8k	763.03	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$3.6M		12k	307.86	View chart
General Dynamics Corp Stock (GD)	0.2	$3.6M	-3%	11k	340.99	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$3.4M		5.2k	666.17	View chart
Philip Morris Intl Stock (PM)	0.2	$3.3M		20k	162.20	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$3.2M		6.9k	468.44	View chart
Oracle Corp Stock (ORCL)	0.2	$3.2M		11k	281.23	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$2.9M	-9%	52k	56.47	View chart
Procter And Gamble Stock (PG)	0.2	$2.9M	-2%	19k	153.65	View chart
Genpact Stock (G)	0.2	$2.9M	NEW	69k	41.89	View chart
American Express Stock (AXP)	0.2	$2.8M	-2%	8.4k	332.14	View chart
Lam Research Corp Stock (LRCX)	0.2	$2.8M		21k	133.90	View chart
Abbott Labs Stock (ABT)	0.2	$2.7M	+4%	21k	133.94	View chart
Nextera Energy Stock (NEE)	0.2	$2.6M		34k	75.49	View chart
Abbvie Stock (ABBV)	0.2	$2.6M		11k	231.55	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.6M	-3%	38k	67.26	View chart
International Business Machs Stock (IBM)	0.2	$2.4M	-7%	8.6k	282.16	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$2.4M	-10%	45k	53.87	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.2	$2.4M		95k	25.39	View chart
Toast Inc Cl A Stock (TOST)	0.2	$2.4M		65k	36.51	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.3M		3.9k	600.33	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.3M	-12%	21k	112.75	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.3M		72k	31.91	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.2M	+2%	39k	57.10	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$2.1M		3.8k	568.76	View chart
Deere & Co Stock (DE)	0.1	$2.1M		4.7k	457.26	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$2.1M		6.5k	326.36	View chart
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX)	0.1	$2.1M		42k	49.84	View chart
Qualcomm Stock (QCOM)	0.1	$2.1M	+13%	13k	166.35	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.0M		6.9k	293.73	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$1.9M		44k	43.96	View chart
Walmart Stock (WMT)	0.1	$1.9M	+12%	19k	103.06	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.9M		26k	74.37	View chart
Merck & Co Stock (MRK)	0.1	$1.9M	+12%	23k	83.93	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.9M		24k	78.37	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$1.9M		40k	47.61	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.8M	-9%	36k	50.07	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.8M		60k	29.64	View chart
Rtx Corporation Stock (RTX)	0.1	$1.8M		11k	167.34	View chart
Disney Walt Stock (DIS)	0.1	$1.8M	-2%	15k	114.50	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.7M	+298%	70k	24.72	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.7M		95k	18.15	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.7M	+43%	29k	58.85	View chart
Tesla Stock (TSLA)	0.1	$1.7M	+4%	3.9k	444.77	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.7M	+2%	34k	50.47	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$1.7M	+26%	109k	15.70	View chart
Coca Cola Stock (KO)	0.1	$1.7M	+5%	25k	66.32	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.7M	NEW	25k	66.87	View chart
Honeywell Intl Stock (HON)	0.1	$1.6M	-4%	7.7k	210.49	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.6M		15k	106.49	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.6M	+3%	6.9k	230.00	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.6M		6.2k	254.28	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$1.6M	-20%	15k	102.87	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.5M		27k	56.54	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.5M	-19%	18k	81.94	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.5M	-15%	53k	27.81	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.5M	+6%	9.6k	154.23	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.1	$1.5M	-27%	21k	70.97	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.5M		16k	91.42	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$1.5M		74k	19.71	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M	+4%	18k	79.93	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.5M	NEW	28k	52.43	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.4M		74k	19.56	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.4M	NEW	56k	25.52	View chart
Stryker Corporation Stock (SYK)	0.1	$1.4M	+18%	3.8k	369.67	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M	-2%	2.4k	596.00	View chart
Travelers Companies Stock (TRV)	0.1	$1.4M		4.9k	279.20	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.4M		9.5k	141.77	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.3M		5.9k	227.72	View chart
Fastenal Stock (FAST)	0.1	$1.3M	+26%	27k	49.04	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.3M	+25%	2.7k	485.08	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.3M		14k	93.37	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.3M		5.2k	245.52	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.3M		30k	42.37	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.3M		27k	46.60	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.3M	+14%	4.3k	293.47	View chart
Blackrock Stock (BLK)	0.1	$1.3M		1.1k	1166.06	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.3M	-3%	8.7k	144.37	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.2M		3.5k	355.47	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.2M	-3%	33k	37.94	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.2M		2.6k	463.78	View chart
Kkr & Co Stock (KKR)	0.1	$1.2M		9.4k	129.95	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$1.2M	+4%	26k	46.53	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.2M	+2%	20k	59.92	View chart
Amgen Stock (AMGN)	0.1	$1.2M		4.2k	282.22	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.2M	-12%	3.4k	345.34	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M		32k	36.08	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M		17k	68.96	View chart
Proshares Ultrashort S&p500 Etf (SDS)	0.1	$1.1M	-14%	78k	14.45	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.1M	+28%	6.9k	161.79	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$1.1M	+37%	9.0k	123.75	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.1M	-3%	9.2k	118.37	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.0M		8.5k	120.50	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.0M		5.0k	203.58	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$990k		4.1k	244.11	View chart
Texas Instrs Stock (TXN)	0.1	$973k	-6%	5.3k	183.74	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$971k	-2%	14k	71.37	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$967k	-9%	1.9k	499.22	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$950k	-6%	6.7k	140.95	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$941k	-4%	3.3k	281.86	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$929k	+2%	17k	56.45	View chart
Caterpillar Stock (CAT)	0.1	$918k	-2%	1.9k	477.05	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$914k		31k	29.11	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$903k		33k	27.30	View chart
Roper Technologies Stock (ROP)	0.1	$899k	+29%	1.8k	498.69	View chart
Ge Aerospace Stock (GE)	0.1	$887k		2.9k	300.78	View chart
Danaher Corporation Stock (DHR)	0.1	$881k	+29%	4.4k	198.28	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.1	$881k		62k	14.25	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$872k		7.0k	124.34	View chart
Sprott Active Gold & Silver Miners Etf Etf (GBUG)	0.1	$863k	NEW	23k	37.46	View chart
S&p Global Stock (SPGI)	0.1	$860k	-11%	1.8k	486.67	View chart
Novo-nordisk A S Adr (NVO)	0.1	$845k		15k	55.49	View chart
Riot Platforms Stock (RIOT)	0.1	$840k		44k	19.03	View chart
Union Pac Corp Stock (UNP)	0.1	$829k	-3%	3.5k	236.40	View chart
Illinois Tool Wks Stock (ITW)	0.1	$828k	+41%	3.2k	260.76	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$812k		17k	47.63	View chart
Southern Stock (SO)	0.1	$807k	-10%	8.5k	94.77	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$789k		3.8k	209.34	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$788k		10k	77.77	View chart
American Tower Corp Reit (AMT)	0.1	$784k		4.1k	192.32	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$781k		15k	53.03	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$779k		8.1k	96.55	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$778k		7.3k	106.78	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$767k	-8%	5.5k	139.18	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$766k	+37%	3.1k	246.56	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Sherwin Williams Stock (SHW)	0.0	$743k	+49%	2.1k	346.31	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$741k		8.3k	88.96	View chart
Intercontinental Exchange Stock (ICE)	0.0	$739k	+42%	4.4k	168.48	View chart
Republic Svcs Stock (RSG)	0.0	$738k		3.2k	229.49	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$727k	+51%	5.9k	122.59	View chart
Parker-hannifin Corp Stock (PH)	0.0	$725k		956.00	758.26	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$716k		1.8k	402.31	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$707k		6.9k	103.07	View chart
Motorola Solutions Stock (MSI)	0.0	$702k	+55%	1.5k	457.30	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$700k		2.9k	238.17	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$700k	-2%	9.5k	73.48	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$696k	-2%	3.2k	220.83	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$688k		7.7k	89.13	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$675k	-13%	13k	50.73	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$674k		2.5k	271.13	View chart
Cisco Sys Stock (CSCO)	0.0	$661k	-9%	9.7k	68.42	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$658k	+44%	3.2k	206.91	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$645k	-15%	4.6k	140.05	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$622k		13k	48.47	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$613k	+30%	13k	46.93	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$609k	-15%	11k	54.16	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.0	$606k	+11%	16k	39.18	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$605k		3.7k	164.55	View chart
Fedex Corp Stock (FDX)	0.0	$602k	+38%	2.6k	235.84	View chart
Netflix Stock (NFLX)	0.0	$598k	+10%	498.00	1200.03	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$595k		16k	36.81	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$581k	+4%	600.00	968.82	View chart
Intuit Stock (INTU)	0.0	$578k	+4%	847.00	682.91	View chart
Intel Corp Stock (INTC)	0.0	$577k		17k	33.55	View chart
Astera Labs Stock (ALAB)	0.0	$577k	-12%	2.9k	195.77	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$566k		18k	31.42	View chart
Goldman Sachs Group Stock (GS)	0.0	$565k	-9%	709.00	796.54	View chart
Fiserv Stock (FI)	0.0	$564k	+44%	4.4k	128.93	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$557k		5.6k	100.30	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$544k		4.5k	120.72	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$543k		2.5k	215.79	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$541k		12k	46.41	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$538k		5.4k	99.95	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$537k	+2%	19k	27.90	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$535k		4.1k	129.72	View chart
Sei Invts Stock (SEIC)	0.0	$534k		6.3k	84.85	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$530k	+11%	2.9k	182.44	View chart
Church & Dwight Stock (CHD)	0.0	$530k	+56%	6.0k	87.63	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$527k	+24%	5.2k	100.41	View chart
Eaton Corp Stock (ETN)	0.0	$517k	+5%	1.4k	374.23	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$514k	-18%	6.4k	80.21	View chart
Cme Group Stock (CME)	0.0	$511k	-3%	1.9k	270.17	View chart
Fair Isaac Corp Stock (FICO)	0.0	$504k		337.00	1496.53	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$503k		13k	38.29	View chart
Blackstone Stock (BX)	0.0	$502k		2.9k	170.83	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$500k		1.4k	365.35	View chart
Revolution Medicines Stock (RVMD)	0.0	$491k	-23%	11k	46.70	View chart
Constellation Energy Corp Stock (CEG)	0.0	$486k	-2%	1.5k	329.07	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$485k	+2%	2.5k	194.49	View chart
Linde Stock (LIN)	0.0	$483k	+103%	1.0k	475.18	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$482k		27k	17.77	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$474k	+10%	7.7k	62.00	View chart
Ark Fintech Innovation Etf Etf (ARKF)	0.0	$464k	NEW	8.2k	56.80	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$460k		1.9k	247.44	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$457k		7.4k	61.94	View chart
Ge Vernova Stock (GEV)	0.0	$449k		731.00	614.66	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$447k	-6%	5.0k	89.34	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$446k	-2%	6.8k	65.92	View chart
Foliobeyond Alternative Income And Interest Rate Hedge Etf Etf (RISR)	0.0	$445k	-32%	12k	35.84	View chart
Autozone Stock (AZO)	0.0	$438k		102.00	4290.24	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.0	$431k	+4%	9.4k	45.84	View chart
At&t Stock (T)	0.0	$428k		15k	28.24	View chart
Arista Networks Stock (ANET)	0.0	$422k		2.9k	145.71	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$422k		5.3k	80.17	View chart
The Cigna Group Stock (CI)	0.0	$420k	-2%	1.5k	288.26	View chart
Aflac Stock (AFL)	0.0	$418k		3.7k	111.69	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$418k		2.4k	174.58	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$412k	+3%	2.0k	209.28	View chart
Air Prods & Chems Stock (APD)	0.0	$412k		1.5k	272.75	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$407k		5.5k	73.46	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$405k	-15%	9.0k	45.10	View chart
Citigroup Stock (C)	0.0	$397k		3.9k	101.51	View chart
Spdr Ssga Ig Public & Private Credit Etf Etf (PRIV)	0.0	$397k	+32%	16k	25.51	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$395k		4.0k	97.99	View chart
State Str Corp Stock (STT)	0.0	$392k		3.4k	116.01	View chart
Eversource Energy Stock (ES)	0.0	$389k		5.5k	71.14	View chart
Nike Inc Cl B Stock (NKE)	0.0	$388k		5.6k	69.73	View chart
Salesforce Stock (CRM)	0.0	$388k	-2%	1.6k	236.97	View chart
Colgate Palmolive Stock (CL)	0.0	$386k		4.8k	79.95	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$386k		5.4k	71.53	View chart
Morgan Stanley Stock (MS)	0.0	$385k		2.4k	158.98	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$384k	-10%	4.6k	84.11	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$383k		2.1k	181.56	View chart
Copart Stock (CPRT)	0.0	$382k		8.5k	44.97	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$379k		4.7k	80.65	View chart
Boston Scientific Corp Stock (BSX)	0.0	$378k		3.9k	97.62	View chart
2x Ether Etf Etf (ETHU)	0.0	$376k	NEW	2.9k	129.86	View chart
Allstate Corp Stock (ALL)	0.0	$372k	+12%	1.7k	214.68	View chart
Starbucks Corp Stock (SBUX)	0.0	$372k		4.4k	84.60	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$369k	+8%	3.9k	95.13	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$366k		1.3k	279.29	View chart
Gitlab Inc Class A Stock (GTLB)	0.0	$365k	NEW	8.1k	45.08	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$363k		2.7k	134.42	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$359k	-4%	8.9k	40.57	View chart
Uber Technologies Stock (UBER)	0.0	$356k		3.6k	97.96	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$356k		10k	34.49	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$352k	+18%	1.4k	247.14	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$351k		576.00	609.53	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$348k		1.2k	300.48	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$332k		3.3k	100.21	View chart
3M Stock (MMM)	0.0	$331k	+7%	2.1k	155.18	View chart
Altria Group Stock (MO)	0.0	$329k		5.0k	66.07	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$329k		9.6k	34.27	View chart
Mckesson Corp Stock (MCK)	0.0	$327k		423.00	772.21	View chart
Cameco Corp Stock (CCJ)	0.0	$325k	-3%	3.9k	83.86	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$319k	NEW	444.00	718.77	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.0	$319k		5.2k	61.68	View chart
Boeing Stock (BA)	0.0	$311k		1.4k	215.85	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$309k		1.5k	206.51	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$308k		3.1k	99.45	View chart
L3harris Technologies Stock (LHX)	0.0	$307k		1.0k	305.54	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$307k		3.5k	87.20	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$306k	-8%	1.6k	189.66	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$305k		1.1k	271.99	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.0	$303k		6.2k	49.03	View chart
Emerson Elec Stock (EMR)	0.0	$301k		2.3k	131.19	View chart
Wells Fargo Stock (WFC)	0.0	$301k	-2%	3.6k	83.83	View chart
Phillips 66 Stock (PSX)	0.0	$299k		2.2k	136.02	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$297k	-15%	3.9k	76.72	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$293k	NEW	2.8k	104.89	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$291k		2.3k	126.07	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$289k		1.7k	168.56	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$288k		2.8k	101.94	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.0	$287k	NEW	3.1k	91.97	View chart
Fqal Etf (FQAL)	0.0	$285k	NEW	3.8k	74.72	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$284k		5.4k	52.28	View chart
Adobe Stock (ADBE)	0.0	$284k	-45%	805.00	352.61	View chart
Pure Storage Inc Cl A Stock (PSTG)	0.0	$284k	NEW	3.4k	83.81	View chart
Snowflake Stock (SNOW)	0.0	$283k	+39%	1.3k	225.54	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$281k		1.8k	159.89	View chart
Trimble Stock (TRMB)	0.0	$278k		3.4k	81.65	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$278k		2.9k	95.46	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$278k		1.2k	239.64	View chart
Global X Uranium Etf Etf (URA)	0.0	$276k		5.8k	47.67	View chart
Paychex Stock (PAYX)	0.0	$276k	-10%	2.2k	126.76	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$275k		5.4k	51.14	View chart
Intuitive Surgical Stock (ISRG)	0.0	$273k		611.00	447.23	View chart
Sempra Stock (SRE)	0.0	$272k		3.0k	89.99	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$272k		3.1k	86.80	View chart
Booking Holdings Stock (BKNG)	0.0	$270k	+4%	50.00	5399.48	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$268k		1.4k	187.17	View chart
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$266k		5.8k	45.57	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$266k		3.4k	77.65	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$266k		611.00	435.46	View chart
Paypal Hldgs Stock (PYPL)	0.0	$265k	-9%	4.0k	67.06	View chart
Pfizer Stock (PFE)	0.0	$265k		10k	25.48	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$264k		1.1k	241.94	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$260k		1.9k	134.67	View chart
Ipg Photonics Corp Stock (IPGP)	0.0	$259k		3.3k	79.19	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$257k		3.1k	83.41	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$256k		8.2k	31.27	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$252k		3.8k	66.91	View chart
Verizon Communications Stock (VZ)	0.0	$250k	-5%	5.7k	43.95	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$250k		5.4k	46.32	View chart
Astrazeneca Adr (AZN)	0.0	$249k		3.3k	76.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$248k	-5%	2.8k	87.31	View chart
Hershey Stock (HSY)	0.0	$248k		1.3k	187.05	View chart
Stag Indl Reit (STAG)	0.0	$247k		7.0k	35.29	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$247k	-18%	12k	21.31	View chart
Ishares Gold Trust Etf (IAU)	0.0	$246k		3.4k	72.77	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$243k	-87%	4.9k	49.84	View chart
Hercules Capital Cef (HTGC)	0.0	$237k	+2%	13k	18.91	View chart
Gilead Sciences Stock (GILD)	0.0	$237k		2.1k	111.03	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$236k	NEW	3.9k	60.42	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$236k	NEW	5.3k	44.48	View chart
Howmet Aerospace Stock (HWM)	0.0	$235k		1.2k	196.23	View chart
Applied Matls Stock (AMAT)	0.0	$235k		1.1k	204.65	View chart
Micron Technology Stock (MU)	0.0	$231k	NEW	1.4k	167.31	View chart
Proshares Ultra Ether Etf Etf (ETHT)	0.0	$230k	NEW	2.6k	90.01	View chart
Diageo Adr (DEO)	0.0	$230k	-6%	2.4k	95.45	View chart
Labcorp Holdings Stock (LH)	0.0	$229k		798.00	287.06	View chart
Prologis Reit (PLD)	0.0	$228k	-6%	2.0k	114.52	View chart
Duke Energy Corp Stock (DUK)	0.0	$227k		1.8k	123.75	View chart
Yum Brands Stock (YUM)	0.0	$227k	+5%	1.5k	152.00	View chart
Ares Capital Corp Cef (ARCC)	0.0	$227k		11k	20.41	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$226k		2.5k	91.56	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$226k	NEW	880.00	256.30	View chart
Coca Cola Cons Stock (COKE)	0.0	$224k		1.9k	117.16	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$224k		1.5k	145.87	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.0	$223k		4.0k	55.83	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$219k	+5%	681.00	322.13	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$218k		4.5k	48.84	View chart
Sysco Corp Stock (SYY)	0.0	$218k	NEW	2.6k	82.34	View chart
Planet Fitness Inc Cl A Stock (PLNT)	0.0	$212k		2.0k	103.80	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$211k	-2%	1.0k	208.71	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$209k	NEW	1.5k	137.83	View chart
Analog Devices Stock (ADI)	0.0	$208k	NEW	845.00	245.57	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$207k	NEW	8.4k	24.56	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$206k	NEW	2.0k	104.50	View chart
Ecolab Stock (ECL)	0.0	$205k	-42%	749.00	273.86	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$201k	NEW	1.8k	115.01	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$200k		15k	13.69	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$178k	+4%	27k	6.71	View chart
Sono Tek Corp Stock (SOTK)	0.0	$163k		37k	4.43	View chart
Barings Bdc Cef (BBDC)	0.0	$150k	+3%	17k	8.76	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$135k	+2%	11k	12.77	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$86k	-8%	21k	4.10	View chart
Denison Mines Corp Stock (DNN)	0.0	$29k		11k	2.75	View chart

Past Filings by Beaumont Financial Advisors

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

Beaumont Financial Advisors 2025 Q3 filed Oct. 23, 2025
Beaumont Financial Advisors 2025 Q2 filed July 16, 2025
Beaumont Financial Advisors 2025 Q1 filed May 12, 2025
Beaumont Financial Advisors 2024 Q4 filed Jan. 17, 2025
Beaumont Financial Advisors 2024 Q3 filed Oct. 9, 2024
Beaumont Financial Advisors 2024 Q2 filed July 24, 2024
Beaumont Financial Advisors 2024 Q1 filed May 10, 2024
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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