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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, JGRO, GOOGL, and represent 20.63% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JGRO (+$8.0M), AVGO (+$5.7M), JPEF (+$5.2M), BIL, FLQM, SGOV, RDDT, VTI, MO, SHEL.
Started 14 new stock positions in DUK, VBR, LIN, GRID, FQAL, MO, SHEL, RDDT, HACK, FLQM. SPHQ, IYJ, TRMB, HTGC.
Reduced shares in these 10 stocks: PAVE (-$14M), BABA (-$6.1M), UPS, AMT, META, EEM, FENY, AAPL, CEF, EPD.
Sold out of its positions in AMLP, BABA, ADI, BXSL, BKNG, CNI, CHD, EOG, ET, FENY.
Beaumont Financial Advisors was a net seller of stock by $-30M.
Beaumont Financial Advisors has $1.3B in assets under management (AUM), dropping by 2.33%.
Central Index Key (CIK): 0001957394

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Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 349 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.2	$67M		285k	233.00	View chart
Microsoft Corp Stock (MSFT)	4.5	$57M		132k	430.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.3	$54M		94k	576.82	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	3.6	$47M	+20%	607k	76.88	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.1	$39M		237k	165.85	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.6	$34M	-2%	538k	62.32	View chart
Amazon Stock (AMZN)	2.4	$31M	-2%	164k	186.33	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	2.3	$30M		306k	96.95	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	2.2	$29M		506k	56.57	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	2.2	$28M		498k	55.53	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.1	$27M		191k	139.49	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$26M		57k	460.26	View chart
Lowes Cos Stock (LOW)	1.9	$25M	-3%	91k	270.85	View chart
Vanguard Growth Etf Etf (VUG)	1.9	$24M		63k	383.93	View chart
Mcdonalds Corp Stock (MCD)	1.9	$24M	-2%	78k	304.51	View chart
Ishares Global 100 Etf Etf (IOO)	1.8	$24M		237k	99.16	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	1.8	$23M	+28%	356k	65.53	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	1.8	$23M		510k	45.66	View chart
Nvidia Corporation Stock (NVDA)	1.8	$23M	-4%	188k	121.44	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$21M		40k	527.67	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$21M	-7%	36k	572.44	View chart
Johnson & Johnson Stock (JNJ)	1.6	$20M		126k	162.06	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	1.6	$20M		613k	33.25	View chart
Visa Inc Com Cl A Stock (V)	1.5	$20M	-2%	71k	274.95	View chart
Grayscale Bitcoin Trust Etf (GBTC)	1.4	$18M		362k	50.50	View chart
Matthews Emerging Markets Equity Active Etf Etf (MEM)	1.3	$17M		520k	33.01	View chart
Vanguard Total World Stock Etf Etf (VT)	1.3	$17M		143k	119.70	View chart
Pepsico Stock (PEP)	1.2	$16M		92k	170.05	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.0	$13M		222k	57.83	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	1.0	$13M	-8%	515k	24.49	View chart
Sony Group Corp Adr (SONY)	1.0	$13M	-4%	130k	96.57	View chart
BP Adr (BP)	0.9	$12M	-5%	386k	31.39	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$12M		185k	62.69	View chart
Dicks Sporting Goods Stock (DKS)	0.9	$12M		56k	208.70	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	0.9	$11M		402k	27.75	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.8	$10M		49k	211.83	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$9.5M		81k	117.62	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.7	$8.7M		347k	25.09	View chart
Ishares Select Dividend Etf Etf (DVY)	0.7	$8.5M	-2%	63k	135.07	View chart
Abbott Labs Stock (ABT)	0.7	$8.4M		74k	114.01	View chart
Vaneck Clo Etf Etf (CLOI)	0.6	$7.5M	+2%	142k	53.04	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.6	$7.1M		284k	25.13	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.5	$6.6M		104k	63.96	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.5	$6.5M	+2%	181k	35.78	View chart
Broadcom Stock (AVGO)	0.5	$6.3M	+902%	37k	172.50	View chart
Vanguard Value Etf Etf (VTV)	0.5	$6.3M		36k	174.57	View chart
American Elec Pwr Stock (AEP)	0.5	$6.1M		59k	102.60	View chart
Chevron Corp Stock (CVX)	0.5	$5.8M	+3%	39k	147.27	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.4	$5.7M		109k	52.13	View chart
Eli Lilly & Co Stock (LLY)	0.4	$5.1M	+4%	5.8k	885.88	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.4	$4.7M		70k	67.51	View chart
Tjx Cos Stock (TJX)	0.4	$4.6M	-7%	40k	117.54	View chart
Costco Whsl Corp Stock (COST)	0.4	$4.6M	+3%	5.2k	886.49	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$4.6M	+4%	28k	167.19	View chart
Home Depot Stock (HD)	0.4	$4.6M		11k	405.19	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$4.5M	+3%	26k	174.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$4.3M		20k	210.86	View chart
General Dynamics Corp Stock (GD)	0.3	$3.9M	-5%	13k	302.19	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$3.8M	+22%	38k	100.72	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.3	$3.5M	-4%	170k	20.38	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$3.5M		51k	67.85	View chart
Bank America Corp Stock (BAC)	0.3	$3.4M		85k	39.68	View chart
Procter And Gamble Stock (PG)	0.3	$3.3M		19k	173.20	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$3.1M	-2%	53k	59.51	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$3.0M	+13%	11k	283.15	View chart
Toast Inc Cl A Stock (TOST)	0.2	$2.8M	-2%	100k	28.31	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$2.8M	+10%	4.9k	573.79	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.8M		48k	59.21	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$2.8M		11k	263.29	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$2.7M	-3%	53k	51.82	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.7M		23k	116.96	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.7M		7.1k	375.38	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.6M		22k	117.22	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.2	$2.5M	+4%	28k	90.40	View chart
Merck & Co Stock (MRK)	0.2	$2.5M	-8%	22k	113.56	View chart
Unitedhealth Group Stock (UNH)	0.2	$2.5M	-3%	4.2k	584.67	View chart
Nextera Energy Stock (NEE)	0.2	$2.3M	-9%	28k	84.53	View chart
Disney Walt Stock (DIS)	0.2	$2.3M	-7%	24k	96.19	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.3M	-7%	21k	108.63	View chart
American Express Stock (AXP)	0.2	$2.3M	-4%	8.4k	271.20	View chart
Abbvie Stock (ABBV)	0.2	$2.2M		11k	197.48	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$2.2M	-4%	26k	83.00	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.2M	+2%	4.4k	488.05	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.2M		42k	51.12	View chart
Deere & Co Stock (DE)	0.2	$2.1M		5.1k	417.35	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$2.0M	+578%	22k	91.81	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.0M	-8%	19k	104.18	View chart
International Business Machs Stock (IBM)	0.2	$2.0M		9.0k	221.08	View chart
Coca Cola Stock (KO)	0.2	$1.9M		27k	71.86	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.9M		16k	119.07	View chart
Oracle Corp Stock (ORCL)	0.1	$1.9M		11k	170.40	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.9M		25k	75.11	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.9M	+14%	7.0k	263.83	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.8M		112k	16.39	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.8M	-3%	22k	83.09	View chart
Honeywell Intl Stock (HON)	0.1	$1.8M	-7%	8.7k	206.71	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$1.8M	+8%	43k	40.96	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.7M	+7%	8.5k	200.37	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.7M		2.1k	816.08	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.7M	+2%	32k	51.05	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.6M	-10%	32k	51.27	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.6M	+17%	21k	79.42	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.6M	+5%	23k	72.80	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.1	$1.6M	-4%	63k	25.80	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.6M	-3%	17k	97.42	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.6M		34k	46.95	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.6M	-39%	29k	54.00	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.5M	+13%	27k	54.20	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$1.5M	-3%	75k	19.72	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.5M	+9%	20k	72.17	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M		2.5k	569.75	View chart
Qualcomm Stock (QCOM)	0.1	$1.4M		8.5k	170.06	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.4M	-20%	73k	19.56	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.4M	-21%	2.9k	493.81	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.1	$1.4M	-20%	68k	20.65	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$1.4M	+4%	22k	63.86	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.4M		24k	59.02	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.4M		47k	29.48	View chart
Rtx Corporation Stock (RTX)	0.1	$1.4M		11k	121.16	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.4M	-9%	10k	135.44	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.4M		9.4k	145.60	View chart
Amgen Stock (AMGN)	0.1	$1.4M	-9%	4.3k	322.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.4M	-4%	26k	52.81	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.3M		47k	28.41	View chart
Texas Instrs Stock (TXN)	0.1	$1.3M		6.2k	206.56	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.2M		5.2k	240.01	View chart
Kkr & Co Stock (KKR)	0.1	$1.2M	-9%	9.3k	130.58	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.2M		10k	118.54	View chart
Azenta Stock (AZTA)	0.1	$1.2M		25k	48.44	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.1	$1.2M		70k	16.60	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M		14k	83.63	View chart
Doubleline Opportunistic Bond Etf Etf (DBND)	0.1	$1.1M	+26%	24k	47.36	View chart
Travelers Companies Stock (TRV)	0.1	$1.1M		4.7k	234.14	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M		31k	35.03	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.1M	+12%	7.1k	154.02	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.1M	+2%	2.5k	423.04	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M	-5%	17k	64.07	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.1M		6.5k	164.08	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.1M	-2%	17k	63.00	View chart
S&p Global Stock (SPGI)	0.1	$1.0M	-14%	2.0k	516.64	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.0M	+2%	8.1k	128.20	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.0M	-3%	1.8k	584.40	View chart
Walmart Stock (WMT)	0.1	$1.0M	-2%	13k	80.75	View chart
Blackrock Stock (BLK)	0.1	$1.0M	+5%	1.1k	949.40	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.0M	-27%	1.6k	618.66	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$992k	-7%	12k	84.53	View chart
Union Pac Corp Stock (UNP)	0.1	$966k	-13%	3.9k	246.51	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$963k	NEW	17k	55.70	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$958k	+2%	19k	50.74	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$957k		4.0k	237.24	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$950k	-12%	5.0k	189.79	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$924k	+5%	13k	71.73	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$903k	-12%	11k	80.37	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$886k	-4%	6.2k	142.27	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$877k		4.2k	206.63	View chart
Southern Stock (SO)	0.1	$867k		9.6k	90.18	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$864k		3.8k	225.76	View chart
American Tower Corp Reit (AMT)	0.1	$863k	-66%	3.7k	232.55	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$838k		4.0k	207.60	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$827k	-16%	5.2k	159.58	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$819k	+22%	8.5k	96.52	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$818k	+2%	3.5k	230.62	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$801k	+4%	15k	52.66	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.1	$795k	+13%	76k	10.45	View chart
Progressive Corp Stock (PGR)	0.1	$792k		3.1k	253.76	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$774k		17k	45.32	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$757k	-2%	18k	41.77	View chart
Tesla Stock (TSLA)	0.1	$756k	+24%	2.9k	261.63	View chart
Adobe Stock (ADBE)	0.1	$754k	-9%	1.5k	517.78	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$747k		7.0k	106.76	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$744k		7.0k	106.19	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$738k		5.2k	142.03	View chart
Stryker Corporation Stock (SYK)	0.1	$732k		2.0k	361.26	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$728k	-12%	8.3k	88.14	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$720k	+11%	13k	54.65	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$693k		8.3k	83.21	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$691k		1.00	691180.00	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$691k	-2%	3.8k	181.99	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$689k	-95%	17k	41.16	View chart
Caterpillar Stock (CAT)	0.1	$679k		1.7k	391.03	View chart
Revolution Medicines Stock (RVMD)	0.1	$677k		15k	45.35	View chart
Fair Isaac Corp Stock (FICO)	0.1	$649k		334.00	1943.52	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$648k		16k	41.40	View chart
Colgate Palmolive Stock (CL)	0.1	$643k		6.2k	103.81	View chart
Republic Svcs Stock (RSG)	0.0	$639k		3.2k	200.84	View chart
Nike Inc Cl B Stock (NKE)	0.0	$634k	-12%	7.2k	88.39	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$633k		4.8k	131.92	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$632k		13k	49.15	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$630k		2.9k	215.03	View chart
Automatic Data Processing Stock (ADP)	0.0	$611k	-23%	2.2k	276.67	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$602k	-5%	12k	51.74	View chart
Parker-hannifin Corp Stock (PH)	0.0	$588k	-37%	930.00	631.83	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$586k		1.8k	321.98	View chart
The Cigna Group Stock (CI)	0.0	$574k		1.7k	346.36	View chart
Blackstone Stock (BX)	0.0	$573k	-64%	3.7k	153.14	View chart
Intel Corp Stock (INTC)	0.0	$570k	-11%	24k	23.46	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$569k	+16%	1.8k	314.33	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$561k		8.5k	65.99	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$560k		7.8k	71.60	View chart
Cisco Sys Stock (CSCO)	0.0	$554k		10k	53.22	View chart
Salesforce Stock (CRM)	0.0	$553k	-21%	2.0k	273.75	View chart
Ecolab Stock (ECL)	0.0	$540k		2.1k	255.33	View chart
Spdr Gold Shares Etf (GLD)	0.0	$535k		2.2k	243.06	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$534k		2.4k	220.05	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$533k	-8%	10k	51.50	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$532k	-15%	6.1k	87.81	View chart
Ge Aerospace Stock (GE)	0.0	$529k	-22%	2.8k	188.58	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.0	$517k		16k	33.03	View chart
Danaher Corporation Stock (DHR)	0.0	$516k	-28%	1.9k	277.95	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$514k		5.4k	95.49	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$514k	-4%	4.2k	123.62	View chart
Boston Scientific Corp Stock (BSX)	0.0	$507k		6.0k	83.80	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$487k		1.9k	257.69	View chart
Pfizer Stock (PFE)	0.0	$486k		17k	28.94	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$477k		4.7k	101.27	View chart
Intuit Stock (INTU)	0.0	$475k	-31%	765.00	621.00	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$467k	+29%	5.8k	81.23	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$460k		1.9k	241.10	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$450k		1.9k	242.54	View chart
Air Prods & Chems Stock (APD)	0.0	$448k	-15%	1.5k	297.77	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$446k	+2%	4.9k	91.30	View chart
Sei Invts Stock (SEIC)	0.0	$443k		6.4k	69.19	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$443k		13k	33.60	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$442k		5.4k	81.27	View chart
Paypal Hldgs Stock (PYPL)	0.0	$442k	-8%	5.7k	78.03	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$439k		5.2k	83.74	View chart
Copart Stock (CPRT)	0.0	$436k		8.3k	52.40	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$426k		4.5k	95.75	View chart
Eaton Corp Stock (ETN)	0.0	$422k		1.3k	331.57	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$421k		2.2k	187.48	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$415k	-73%	14k	29.11	View chart
Starbucks Corp Stock (SBUX)	0.0	$415k	+4%	4.3k	97.50	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$414k		2.5k	167.67	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$413k		16k	25.13	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$413k	+2%	2.3k	179.33	View chart
Aflac Stock (AFL)	0.0	$412k	+5%	3.7k	111.79	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$409k		3.4k	118.83	View chart
Cme Group Stock (CME)	0.0	$409k		1.9k	220.65	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$409k		2.1k	198.06	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$399k		7.6k	52.23	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$394k		4.0k	97.79	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.0	$391k		8.5k	45.89	View chart
Constellation Energy Corp Stock (CEG)	0.0	$390k		1.5k	260.02	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$389k	-3%	10k	37.56	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$388k	NEW	5.9k	65.92	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$386k		8.2k	46.83	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$383k		5.9k	64.74	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$375k		5.6k	67.52	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$373k		4.6k	80.77	View chart
Goldman Sachs Group Stock (GS)	0.0	$371k		750.00	495.17	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$364k		5.4k	67.70	View chart
Paychex Stock (PAYX)	0.0	$360k	+12%	2.7k	134.21	View chart
Altria Group Stock (MO)	0.0	$350k	NEW	6.9k	51.04	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$346k	NEW	5.2k	65.95	View chart
Diageo Adr (DEO)	0.0	$344k	-8%	2.5k	140.35	View chart
Roper Technologies Stock (ROP)	0.0	$343k	-24%	617.00	556.44	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$343k		3.5k	98.81	View chart
Eversource Energy Stock (ES)	0.0	$341k		5.0k	68.05	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$340k	-37%	961.00	353.30	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$331k	-12%	2.1k	156.91	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$330k	-10%	6.5k	50.46	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$329k		4.7k	70.06	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$324k	+7%	1.8k	179.12	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$322k	-4%	5.3k	61.11	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$322k		15k	21.58	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$320k		1.3k	248.50	View chart
Fastenal Stock (FAST)	0.0	$319k	-25%	4.5k	71.42	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$317k	-10%	1.6k	195.40	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$313k		5.4k	57.41	View chart
3M Stock (MMM)	0.0	$312k		2.3k	136.70	View chart
Arista Networks Stock (ANET)	0.0	$311k	-6%	811.00	383.82	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$310k		3.8k	82.30	View chart
Phillips 66 Stock (PSX)	0.0	$301k		2.3k	131.45	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	0.0	$301k		6.2k	48.66	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$300k	+507%	1.9k	159.45	View chart
State Str Corp Stock (STT)	0.0	$299k		3.4k	88.47	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$296k		560.00	528.07	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$295k	+8%	6.5k	45.51	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$295k		1.5k	197.17	View chart
At&t Stock (T)	0.0	$288k	-2%	13k	22.00	View chart
Allstate Corp Stock (ALL)	0.0	$287k		1.5k	189.68	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.0	$287k	-18%	3.6k	79.67	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$276k		2.7k	102.26	View chart
Eastman Chem Stock (EMN)	0.0	$275k		2.5k	111.95	View chart
Stag Indl Reit (STAG)	0.0	$274k		7.0k	39.09	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$274k		1.8k	155.84	View chart
Netflix Stock (NFLX)	0.0	$272k	+6%	383.00	709.27	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$271k	-9%	5.9k	45.88	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$270k	-10%	3.5k	78.04	View chart
Cabot Corp Stock (CBT)	0.0	$266k		2.4k	111.77	View chart
Intuitive Surgical Stock (ISRG)	0.0	$264k		538.00	491.27	View chart
Coca Cola Cons Stock (COKE)	0.0	$263k		200.00	1316.40	View chart
Verizon Communications Stock (VZ)	0.0	$263k	+13%	5.9k	44.91	View chart
Applied Matls Stock (AMAT)	0.0	$260k	+2%	1.3k	201.98	View chart
Prologis Reit (PLD)	0.0	$258k	+2%	2.0k	126.28	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$256k		3.1k	82.63	View chart
Fidelity Covington Trust Qlty Factor Etf (FQAL)	0.0	$255k	NEW	3.9k	64.90	View chart
Target Corp Stock (TGT)	0.0	$255k		1.6k	155.84	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$253k		3.2k	79.46	View chart
Hershey Stock (HSY)	0.0	$252k		1.3k	191.80	View chart
Emerson Elec Stock (EMR)	0.0	$252k		2.3k	109.36	View chart
Astrazeneca Adr (AZN)	0.0	$251k		3.2k	77.91	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$251k		4.9k	51.04	View chart
L3harris Technologies Stock (LHX)	0.0	$251k		1.1k	237.78	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.0	$250k	-3%	5.2k	48.24	View chart
Sempra Stock (SRE)	0.0	$249k		3.0k	83.64	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$248k		4.7k	52.98	View chart
Xylem Stock (XYL)	0.0	$248k		1.8k	135.03	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$247k	-36%	3.0k	83.15	View chart
Ipg Photonics Corp Stock (IPGP)	0.0	$243k		3.3k	74.32	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$242k	NEW	3.5k	68.28	View chart
Fedex Corp Stock (FDX)	0.0	$241k		880.00	273.70	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$238k		5.4k	44.31	View chart
Sysco Corp Stock (SYY)	0.0	$238k	-3%	3.0k	78.06	View chart
Citigroup Stock (C)	0.0	$237k	-3%	3.8k	62.61	View chart
Oneok Stock (OKE)	0.0	$229k		2.5k	91.13	View chart
Cameco Corp Stock (CCJ)	0.0	$229k	-9%	4.8k	47.76	View chart
Boeing Stock (BA)	0.0	$229k	-3%	1.5k	152.04	View chart
Morgan Stanley Stock (MS)	0.0	$228k		2.2k	104.22	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$226k	NEW	3.4k	67.27	View chart
Kenvue Stock (KVUE)	0.0	$225k	-4%	9.7k	23.13	View chart
Hercules Capital Cef (HTGC)	0.0	$224k	NEW	11k	19.64	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.0	$224k		5.2k	43.38	View chart
Uber Technologies Stock (UBER)	0.0	$223k		3.0k	75.16	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$222k		4.6k	48.68	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$222k		2.5k	87.74	View chart
Yum Brands Stock (YUM)	0.0	$221k		1.6k	139.74	View chart
Ares Capital Corp Cef (ARCC)	0.0	$221k		11k	20.94	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$218k	-2%	4.3k	50.94	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$216k	NEW	1.7k	127.25	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$215k	-18%	974.00	221.00	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$214k		461.00	465.08	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$213k	+3%	1.2k	173.67	View chart
Trimble Stock (TRMB)	0.0	$212k	NEW	3.4k	62.09	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$211k		611.00	345.29	View chart
Linde Stock (LIN)	0.0	$209k	NEW	438.00	476.99	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$207k	NEW	1.0k	200.78	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$205k	NEW	1.5k	133.67	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$201k		13k	15.11	View chart
Duke Energy Corp Stock (DUK)	0.0	$201k	NEW	1.7k	115.29	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$197k		10k	19.37	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$160k	+3%	23k	6.99	View chart
Barings Bdc Cef (BBDC)	0.0	$148k	+2%	15k	9.80	View chart
Sono Tek Corp Stock (SOTK)	0.0	$148k		37k	4.03	View chart
New Mtn Fin Corp Cef (NMFC)	0.0	$132k	+2%	11k	11.98	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.0	$105k	+4%	13k	8.29	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$88k		23k	3.88	View chart
Sandstorm Gold Stock (SAND)	0.0	$60k		10k	6.00	View chart
Denison Mines Corp Stock (DNN)	0.0	$20k		11k	1.83	View chart

Past Filings by Beaumont Financial Advisors

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

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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