Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Beaumont Financial Advisors

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

Top 5 stock holdings are AAPL, GOOGL, IVV, MSFT, SGOV, and represent 19.99% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$44M), Vaneck Fds (+$14M), RAAX (+$6.8M), HAP (+$5.5M), BIL, META, IBIT, IJT, NLR, OMAH.
Started 25 new stock positions in CIEN, NVG, STX, VGK, VICR, IBIT, MFM, HODL, FURY, KVUE.
Reduced shares in these 10 stocks: SAMT (-$8.7M), MSFT (-$6.7M), AVGO (-$6.3M), BP (-$6.0M), GPZ (-$5.3M), GOOGL, PGR, AAPL, CVX, COST.
Sold out of its positions in ARKF, APD, ALAB, AZN, BDX, BR, CME, CL, STZ, CPRT.
Beaumont Financial Advisors was a net buyer of stock by $1.6M.
Beaumont Financial Advisors has $1.5B in assets under management (AUM), dropping by 1.51%.
Central Index Key (CIK): 0001957394

Tip: Access up to 7 years of quarterly data

Positions held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 371 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.7	$71M	-3%	261k	271.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.6	$70M	-4%	223k	313.00	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.1	$62M		91k	684.94	View chart
Microsoft Corp Stock (MSFT)	3.5	$52M	-11%	108k	483.62	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	3.2	$48M	+1074%	480k	100.38	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	2.6	$40M	-18%	1.0M	38.51	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	2.5	$38M		513k	74.69	View chart
Nvidia Corporation Stock (NVDA)	2.5	$38M		206k	186.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.4	$37M		561k	66.00	View chart
Amazon Stock (AMZN)	2.4	$36M	-3%	155k	230.82	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.3	$35M	+4%	246k	141.16	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	2.3	$34M	-3%	448k	76.23	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	2.2	$34M		533k	63.18	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	2.2	$33M		356k	92.80	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.9	$29M		57k	502.65	View chart
Vanguard Growth Etf Etf (VUG)	1.9	$28M		58k	487.86	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	1.8	$27M		587k	45.80	View chart
Meta Platforms Inc Cl A Stock (META)	1.8	$27M	+11%	41k	660.09	View chart
Johnson & Johnson Stock (JNJ)	1.6	$25M	-5%	118k	206.95	View chart
Allspring Core Plus Etf Etf (APLU)	1.5	$23M	-2%	931k	24.97	View chart
Mcdonalds Corp Stock (MCD)	1.5	$23M		74k	305.63	View chart
Visa Inc Com Cl A Stock (V)	1.5	$22M		63k	350.71	View chart
Lowes Cos Stock (LOW)	1.4	$22M	-2%	89k	241.16	View chart
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX)	1.4	$21M		690k	30.46	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.4	$21M	+18%	227k	91.38	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	1.3	$20M		526k	38.22	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$19M		31k	627.12	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.2	$19M		272k	68.36	View chart
Dicks Sporting Goods Stock (DKS)	1.0	$16M	-4%	79k	197.97	View chart
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH)	1.0	$15M	+6%	821k	18.74	View chart
Pepsico Stock (PEP)	0.9	$14M	-4%	99k	143.52	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.9	$14M	+2%	275k	51.27	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$14M		199k	69.42	View chart
Vaneck Emerging Markets Bond Etf Etf	0.9	$14M	NEW	268k	50.63	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.9	$13M		771k	17.01	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.9	$13M		496k	26.24	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.8	$12M		46k	269.18	View chart
Vaneck Clo Etf Etf (CLOI)	0.7	$11M		206k	52.81	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.6	$9.2M	-4%	75k	121.61	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$9.0M	+2%	29k	313.79	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.6	$8.4M	-2%	81k	103.56	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$8.2M		96k	85.37	View chart
Ishares Select Dividend Etf Etf (DVY)	0.5	$8.0M	-6%	57k	141.14	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.5	$7.9M	-2%	316k	25.10	View chart
Vistashares Artificial Intelligence Supercycle Etf Etf (AIS)	0.5	$7.7M		205k	37.77	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.5	$6.9M		276k	25.17	View chart
American Elec Pwr Stock (AEP)	0.5	$6.9M		60k	115.31	View chart
Vaneck Real Assets Etf Etf (RAAX)	0.4	$6.8M	NEW	193k	34.93	View chart
Vanguard Value Etf Etf (VTV)	0.4	$6.3M		33k	190.99	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.4	$6.1M	+7%	183k	33.02	View chart
Waste Connections Stock (WCN)	0.4	$5.6M	+7%	32k	175.36	View chart
Vaneck Natural Resources Etf Etf (HAP)	0.4	$5.5M	NEW	91k	60.14	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$5.4M	-17%	17k	322.23	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$5.3M		24k	224.67	View chart
Tjx Cos Stock (TJX)	0.3	$5.1M	-12%	33k	153.61	View chart
Eli Lilly & Co Stock (LLY)	0.3	$5.1M		4.7k	1074.59	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$5.0M	-2%	62k	80.22	View chart
Broadcom Stock (AVGO)	0.3	$4.7M	-56%	14k	346.11	View chart
Bank America Corp Stock (BAC)	0.3	$4.0M	-10%	73k	55.00	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$3.9M		145k	26.91	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.9M		12k	335.28	View chart
Genpact Stock (G)	0.3	$3.8M	+19%	82k	46.78	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.3	$3.8M	-19%	99k	38.73	View chart
Vanguard Large-cap Etf Etf (VV)	0.3	$3.8M	+2%	12k	314.81	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$3.8M		31k	120.18	View chart
Lam Research Corp Stock (LRCX)	0.2	$3.6M		21k	171.18	View chart
Chevron Corp Stock (CVX)	0.2	$3.5M	-32%	23k	152.41	View chart
General Dynamics Corp Stock (GD)	0.2	$3.5M	-2%	10k	336.65	View chart
Philip Morris Intl Stock (PM)	0.2	$3.4M	+5%	21k	160.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$3.4M	-4%	5.0k	681.98	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.2	$3.2M	+24%	135k	23.65	View chart
BP Adr (BP)	0.2	$3.1M	-65%	91k	34.73	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$3.1M	-4%	6.6k	473.30	View chart
American Express Stock (AXP)	0.2	$3.1M		8.4k	369.95	View chart
Abbott Labs Stock (ABT)	0.2	$3.0M	+15%	24k	125.29	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$2.9M		52k	55.22	View chart
Nextera Energy Stock (NEE)	0.2	$2.8M	+2%	35k	80.28	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.6M		38k	69.47	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.6M	-38%	3.1k	862.46	View chart
Procter And Gamble Stock (PG)	0.2	$2.6M	-4%	18k	143.31	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$2.4M		45k	54.77	View chart
International Business Machs Stock (IBM)	0.2	$2.4M	-4%	8.2k	296.21	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.2	$2.4M		94k	25.39	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$2.4M	+2%	6.6k	360.12	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.3M		72k	32.62	View chart
Home Depot Stock (HD)	0.2	$2.3M	-37%	6.8k	344.09	View chart
Toast Inc Cl A Stock (TOST)	0.2	$2.3M		65k	35.51	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$2.3M	+2%	40k	57.24	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.3M	+14%	7.9k	290.23	View chart
Deere & Co Stock (DE)	0.1	$2.2M		4.7k	465.56	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$2.2M	-8%	3.6k	614.31	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$2.2M	-12%	18k	120.34	View chart
Oracle Corp Stock (ORCL)	0.1	$2.2M		11k	194.92	View chart
Qualcomm Stock (QCOM)	0.1	$2.2M		13k	171.05	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$2.1M	+33%	8.3k	257.94	View chart
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX)	0.1	$2.1M		42k	49.85	View chart
Walmart Stock (WMT)	0.1	$2.1M		19k	111.41	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$2.0M	-5%	3.5k	570.95	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$2.0M		44k	44.97	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.9M		26k	74.07	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$1.9M		25k	77.68	View chart
Abbvie Stock (ABBV)	0.1	$1.9M	-25%	8.3k	228.50	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$1.9M		40k	47.56	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.8M		25k	74.28	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.8M		36k	50.29	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.8M		60k	30.07	View chart
Tesla Stock (TSLA)	0.1	$1.8M	+3%	4.0k	449.76	View chart
Coca Cola Stock (KO)	0.1	$1.8M		25k	69.91	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.7M		70k	24.77	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.7M	-2%	93k	18.43	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M	-17%	8.8k	183.41	View chart
Disney Walt Stock (DIS)	0.1	$1.6M	-8%	14k	113.77	View chart
Merck & Co Stock (MRK)	0.1	$1.6M	-33%	15k	105.26	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.6M		6.9k	229.87	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.6M	NEW	32k	49.65	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.6M		27k	57.70	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.6M	-4%	15k	107.11	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$1.5M		15k	102.16	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.5M	+4%	7.2k	214.16	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.1	$1.5M		21k	73.28	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.5M		9.7k	155.12	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.5M	-11%	30k	50.50	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.5M		18k	82.48	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$1.5M	NEW	12k	124.20	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.5M		28k	53.11	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$1.5M		75k	19.74	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M		18k	79.73	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.5M		74k	19.58	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.4M		53k	26.89	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M		2.4k	603.29	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.4M	-4%	8.3k	168.77	View chart
Amgen Stock (AMGN)	0.1	$1.4M		4.3k	327.34	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.4M	+6%	2.8k	480.53	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.4M	+180%	9.4k	143.96	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.3M	-5%	53k	25.45	View chart
Stryker Corporation Stock (SYK)	0.1	$1.3M		3.8k	351.47	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.3M	-19%	4.2k	314.84	View chart
Sprott Active Gold & Silver Miners Etf Etf (GBUG)	0.1	$1.3M	+30%	30k	43.69	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.3M	-23%	22k	58.73	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.3M	+94%	26k	50.59	View chart
Progressive Corp Stock (PGR)	0.1	$1.3M	-72%	5.7k	227.72	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.3M		27k	47.16	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.3M	-9%	14k	88.49	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.3M		33k	39.02	View chart
Honeywell Intl Stock (HON)	0.1	$1.3M	-15%	6.5k	195.09	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$1.2M		26k	46.36	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.2M	-9%	13k	96.03	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.2M	-4%	19k	62.47	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.2M	-23%	2.1k	579.52	View chart
Kkr & Co Stock (KKR)	0.1	$1.2M		9.4k	127.48	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.2M		9.4k	125.88	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.2M		32k	36.20	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.2M	-17%	2.9k	396.31	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M	-3%	16k	71.72	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.1M	+30%	7.2k	154.81	View chart
Caterpillar Stock (CAT)	0.1	$1.1M		1.9k	572.86	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.1M		4.3k	257.21	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$1.1M		9.3k	117.72	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.0M		5.0k	210.34	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.0M		8.5k	121.75	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.0M	-46%	16k	64.42	View chart
Danaher Corporation Stock (DHR)	0.1	$1.0M		4.5k	228.91	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$1.0M		4.1k	251.17	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$948k	-2%	6.6k	143.51	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$938k		17k	56.26	View chart
S&p Global Stock (SPGI)	0.1	$930k		1.8k	522.56	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$927k		31k	29.61	View chart
Texas Instrs Stock (TXN)	0.1	$916k		5.3k	173.50	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$908k		33k	27.43	View chart
Parker-hannifin Corp Stock (PH)	0.1	$842k		958.00	878.81	View chart
Cisco Sys Stock (CSCO)	0.1	$841k	+13%	11k	77.03	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$838k	-16%	11k	73.56	View chart
Revolution Medicines Stock (RVMD)	0.1	$838k		11k	79.65	View chart
Fastenal Stock (FAST)	0.1	$816k	-24%	20k	40.13	View chart
Ge Aerospace Stock (GE)	0.1	$815k	-10%	2.6k	308.06	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$812k	-8%	5.5k	149.01	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$801k		17k	47.79	View chart
Roper Technologies Stock (ROP)	0.1	$794k		1.8k	445.13	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$786k		8.2k	96.27	View chart
Union Pac Corp Stock (UNP)	0.1	$785k	-3%	3.4k	231.35	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$784k		3.7k	209.12	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$778k	-6%	2.9k	268.31	View chart
Illinois Tool Wks Stock (ITW)	0.1	$778k		3.2k	246.30	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$777k	+43%	17k	46.29	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$772k		15k	52.88	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$759k	+3%	1.8k	412.81	View chart
Southern Stock (SO)	0.0	$757k		8.7k	87.20	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$755k		1.00	754800.00	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$745k		2.5k	301.16	View chart
Fedex Corp Stock (FDX)	0.0	$737k		2.6k	288.87	View chart
Intercontinental Exchange Stock (ICE)	0.0	$725k		4.5k	161.96	View chart
Unitedhealth Group Stock (UNH)	0.0	$718k	-35%	2.2k	330.06	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$714k		6.9k	104.07	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$707k		7.0k	100.89	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$706k		7.7k	91.40	View chart
Sherwin Williams Stock (SHW)	0.0	$696k		2.1k	324.05	View chart
Spdr Ssga Ig Public & Private Credit Etf Etf (PRIV)	0.0	$693k	+75%	27k	25.41	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$693k		3.2k	219.71	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$691k	-43%	5.1k	135.14	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.0	$690k	-19%	50k	13.91	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$690k		10k	66.39	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$678k	-27%	1.4k	483.67	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$665k		16k	41.08	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$659k	+2%	616.00	1069.12	View chart
Intel Corp Stock (INTC)	0.0	$651k	+2%	18k	36.90	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$645k	-5%	9.0k	71.42	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$635k		4.6k	139.15	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$634k	+4%	12k	54.07	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$618k		3.7k	167.95	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$618k		13k	48.09	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$614k		13k	47.02	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$611k		5.6k	110.03	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$590k		3.2k	185.56	View chart
Intuit Stock (INTU)	0.0	$579k	+3%	874.00	662.43	View chart
Motorola Solutions Stock (MSI)	0.0	$576k	-2%	1.5k	383.32	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$575k	-26%	5.4k	106.70	View chart
Goldman Sachs Group Stock (GS)	0.0	$558k	-10%	635.00	879.28	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$552k		5.4k	102.54	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$551k	+3%	7.9k	69.63	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$551k		2.5k	219.78	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$549k		4.5k	123.26	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$548k		19k	28.48	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$537k		4.1k	131.59	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$531k		5.3k	100.11	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$528k	+30%	4.3k	121.94	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$528k	-2%	18k	29.89	View chart
Constellation Energy Corp Stock (CEG)	0.0	$527k		1.5k	353.27	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$527k	+2%	3.0k	177.75	View chart
Sei Invts Stock (SEIC)	0.0	$516k		6.3k	82.02	View chart
American Tower Corp Reit (AMT)	0.0	$500k	-30%	2.8k	175.60	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$497k	-2%	1.3k	373.31	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$497k		13k	37.87	View chart
Netflix Stock (NFLX)	0.0	$497k	+963%	5.3k	93.76	View chart
Church & Dwight Stock (CHD)	0.0	$493k	-2%	5.9k	83.85	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$491k		9.1k	53.94	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$484k		27k	17.66	View chart
Ge Vernova Stock (GEV)	0.0	$477k		730.00	653.57	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$473k		7.4k	64.10	View chart
Citigroup Stock (C)	0.0	$460k		3.9k	116.70	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$459k	-7%	2.3k	198.64	View chart
Blackstone Stock (BX)	0.0	$455k		3.0k	154.12	View chart
Foliobeyond Alternative Income And Interest Rate Hedge Etf Etf (RISR)	0.0	$449k		12k	36.11	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$448k	+24%	1.8k	252.95	View chart
Micron Technology Stock (MU)	0.0	$446k	+13%	1.6k	285.39	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$445k	+5%	2.1k	214.71	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$437k	-3%	6.5k	67.22	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$434k		5.3k	82.48	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.0	$434k		16k	28.06	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$430k	+68%	4.8k	89.45	View chart
Salesforce Stock (CRM)	0.0	$423k	-2%	1.6k	264.88	View chart
Eaton Corp Stock (ETN)	0.0	$423k	-3%	1.3k	318.42	View chart
Linde Stock (LIN)	0.0	$421k	-2%	986.00	426.49	View chart
Aflac Stock (AFL)	0.0	$420k		3.8k	110.28	View chart
Vicor Corp Stock (VICR)	0.0	$415k	NEW	3.8k	109.60	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$415k		5.5k	75.44	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$413k	+4%	5.6k	73.48	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$410k	-3%	2.3k	177.37	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$406k	+13%	6.0k	67.64	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$393k	+183%	3.3k	119.41	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$392k		4.0k	97.21	View chart
Travelers Companies Stock (TRV)	0.0	$392k	-72%	1.4k	290.13	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$391k	-2%	1.3k	303.96	View chart
Riot Platforms Stock (RIOT)	0.0	$391k	-30%	31k	12.67	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$389k		4.7k	82.50	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$387k	-25%	4.8k	80.74	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$385k		2.1k	185.77	View chart
Arista Networks Stock (ANET)	0.0	$380k		2.9k	131.03	View chart
At&t Stock (T)	0.0	$377k		15k	24.84	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$373k	+20%	1.9k	191.53	View chart
Boston Scientific Corp Stock (BSX)	0.0	$372k		3.9k	95.35	View chart
Starbucks Corp Stock (SBUX)	0.0	$371k		4.4k	84.21	View chart
Intuitive Surgical Stock (ISRG)	0.0	$368k	+6%	650.00	566.36	View chart
Morgan Stanley Stock (MS)	0.0	$364k	-15%	2.1k	177.49	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$357k		8.9k	40.25	View chart
Vaneck Bitcoin Etf Etf (HODL)	0.0	$354k	NEW	14k	24.73	View chart
Cameco Corp Stock (CCJ)	0.0	$352k		3.8k	91.49	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$351k		2.7k	130.08	View chart
Mckesson Corp Stock (MCK)	0.0	$348k		424.00	820.29	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$347k	-5%	3.7k	94.15	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$344k	-9%	4.1k	83.75	View chart
Allstate Corp Stock (ALL)	0.0	$343k	-4%	1.6k	208.19	View chart
Wells Fargo Stock (WFC)	0.0	$338k		3.6k	93.20	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$335k		1.2k	288.72	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.0	$330k		5.2k	63.84	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$328k		576.00	570.21	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$317k		1.5k	212.07	View chart
Boeing Stock (BA)	0.0	$313k		1.4k	217.04	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$312k		2.8k	109.66	View chart
Emerson Elec Stock (EMR)	0.0	$312k	+2%	2.3k	132.72	View chart
3M Stock (MMM)	0.0	$311k	-8%	1.9k	160.10	View chart
Blackrock Stock (BLK)	0.0	$309k	-73%	289.00	1069.88	View chart
Fqal Etf (FQAL)	0.0	$306k	+6%	4.1k	75.59	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$304k	NEW	3.0k	99.88	View chart
Applied Matls Stock (AMAT)	0.0	$302k	+2%	1.2k	256.91	View chart
Ciena Corp Stock (CIEN)	0.0	$302k	NEW	1.3k	233.87	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.0	$301k		6.2k	48.70	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$300k	+99%	7.0k	42.69	View chart
Pure Storage Inc Cl A Stock (PSTG)	0.0	$296k	+30%	4.4k	67.01	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$293k		2.9k	99.91	View chart
Coca Cola Cons Stock (COKE)	0.0	$293k		1.9k	153.30	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.0	$291k	+3%	3.2k	90.07	View chart
Adobe Stock (ADBE)	0.0	$288k	+2%	824.00	349.99	View chart
Snowflake Stock (SNOW)	0.0	$288k	+4%	1.3k	219.36	View chart
Eversource Energy Stock (ES)	0.0	$287k	-21%	4.3k	67.33	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$284k		1.8k	161.63	View chart
Phillips 66 Stock (PSX)	0.0	$280k		2.2k	129.04	View chart
Booking Holdings Stock (BKNG)	0.0	$279k	+4%	52.00	5355.75	View chart
Altria Group Stock (MO)	0.0	$276k	-3%	4.8k	57.66	View chart
The Cigna Group Stock (CI)	0.0	$274k	-31%	997.00	275.23	View chart
Unity Software Stock (U)	0.0	$274k	NEW	6.2k	44.17	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$272k		611.00	444.59	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$271k	+21%	6.1k	44.71	View chart
Uber Technologies Stock (UBER)	0.0	$270k	-9%	3.3k	81.71	View chart
Sempra Stock (SRE)	0.0	$270k		3.1k	88.30	View chart
Vistashares Electrification Supercycle Etf Etf	0.0	$270k	NEW	14k	19.67	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$267k		5.8k	45.71	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$264k	+3%	1.2k	226.48	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$262k	-9%	1.5k	169.53	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$261k		3.1k	84.66	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$261k		5.4k	48.58	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$260k	+3%	3.2k	80.37	View chart
Prologis Reit (PLD)	0.0	$253k		2.0k	127.66	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.0	$253k	NEW	6.1k	41.48	View chart
Ares Capital Corp Cef (ARCC)	0.0	$249k	+10%	12k	20.23	View chart
Howmet Aerospace Stock (HWM)	0.0	$248k		1.2k	205.02	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$248k		5.3k	46.86	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$245k		12k	21.18	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$245k	-18%	3.2k	77.53	View chart
Global X Uranium Etf Etf (URA)	0.0	$243k		5.7k	42.73	View chart
Hercules Capital Cef (HTGC)	0.0	$242k	+2%	13k	18.82	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$242k	-5%	3.5k	68.11	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$240k		4.9k	49.19	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$236k	+10%	4.3k	54.89	View chart
Analog Devices Stock (ADI)	0.0	$235k	+2%	868.00	271.09	View chart
Pfizer Stock (PFE)	0.0	$235k	-9%	9.4k	24.90	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$235k		2.8k	82.95	View chart
Fair Isaac Corp Stock (FICO)	0.0	$233k	-59%	138.00	1690.62	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$233k	-13%	947.00	246.16	View chart
Duke Energy Corp Stock (DUK)	0.0	$232k	+7%	2.0k	117.21	View chart
Autozone Stock (AZO)	0.0	$231k	-33%	68.00	3391.50	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$228k		2.5k	92.43	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$227k		1.5k	148.17	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$226k	+5%	1.1k	211.79	View chart
Planet Fitness Inc Cl A Stock (PLNT)	0.0	$224k		2.1k	108.47	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$224k	+12%	17k	13.57	View chart
Paychex Stock (PAYX)	0.0	$223k	-8%	2.0k	112.19	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$221k	NEW	803.00	275.39	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$220k		4.5k	48.74	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$220k	NEW	486.00	453.36	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$219k	NEW	2.7k	80.30	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.0	$216k		4.0k	53.95	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$211k	NEW	17k	12.66	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$209k	-30%	310.00	673.82	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$208k	-5%	832.00	250.16	View chart
Grayscale Coindesk Crypto 5 Etf Stock (GDLC)	0.0	$207k	NEW	5.0k	41.32	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$206k	NEW	2.5k	83.62	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$205k	NEW	5.2k	39.59	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$203k		8.4k	24.02	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$203k	-13%	8.3k	24.37	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$203k	NEW	21k	9.53	View chart
Nucor Corp Stock (NUE)	0.0	$202k	NEW	1.2k	163.17	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$201k	NEW	1.9k	103.67	View chart
Kenvue Stock (KVUE)	0.0	$178k	NEW	10k	17.25	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$162k	+2%	27k	5.96	View chart
Barings Bdc Cef (BBDC)	0.0	$162k	+2%	18k	9.18	View chart
Sono Tek Corp Stock (SOTK)	0.0	$152k		37k	4.13	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$135k	+2%	11k	12.43	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$79k		21k	3.77	View chart
Mfs Mun Income Tr Sh Ben Int Cef (MFM)	0.0	$61k	NEW	11k	5.43	View chart
Denison Mines Corp Stock (DNN)	0.0	$29k		11k	2.66	View chart
Fury Gold Mines Stock (FURY)	0.0	$7.1k	NEW	12k	0.59	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 Q4 filed Jan. 16, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z