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, MSFT, IVV, JGRO, GOOGL, and represent 20.50% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BABA (+$9.0M), JPEF (+$7.5M), SDVY (+$7.3M), IJT (+$6.6M), Grayscale Bitcoin Mini Trust Etf (+$5.0M), CLOI, TEKX, XLE, IJH, PM.
Started 35 new stock positions in Arista Networks, SHW, MCK, CLIP, FENY, BABA, TTD, Grayscale Ethereum Mini Trust Etf, PLNT, SPYG.
Reduced shares in these 10 stocks: SONY (-$13M), IOO (-$8.6M), BP (-$5.8M), VT (-$5.7M), MEM, JGRO, MOAT, GBTC, Lam Research Corporation, FMAT.
Sold out of its positions in AMAT, ANET, BlackRock, TCPC, DUK, FMAT, IEFA, Lam Research Corporation, NMFC, SAND. SONY, URNM, EDV, VRTX, XYL.
Beaumont Financial Advisors was a net buyer of stock by $24M.
Beaumont Financial Advisors has $1.3B in assets under management (AUM), dropping by 4.18%.
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 369 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.3	$71M		283k	250.42	View chart
Microsoft Corp Stock (MSFT)	4.2	$57M		134k	421.50	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.1	$55M		93k	588.68	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	3.4	$46M	-6%	566k	81.03	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.4	$45M		239k	189.30	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	3.0	$40M		491k	81.58	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.7	$36M	+7%	576k	62.31	View chart
Amazon Stock (AMZN)	2.7	$36M		162k	219.39	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.4	$33M	+25%	240k	135.37	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	2.4	$31M	+31%	467k	67.11	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	2.1	$28M	-2%	494k	57.27	View chart
Nvidia Corporation Stock (NVDA)	2.0	$27M	+6%	200k	134.29	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.0	$26M		58k	453.28	View chart
Vanguard Growth Etf Etf (VUG)	1.9	$25M		62k	410.44	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.9	$25M	-10%	274k	92.72	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.9	$25M	-7%	336k	74.02	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	1.7	$23M	-3%	491k	45.89	View chart
Mcdonalds Corp Stock (MCD)	1.7	$23M		78k	289.89	View chart
Visa Inc Com Cl A Stock (V)	1.7	$22M		70k	316.04	View chart
Lowes Cos Stock (LOW)	1.7	$22M		89k	246.80	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$22M		37k	585.51	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.6	$21M		39k	538.81	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	1.5	$20M	-3%	593k	33.27	View chart
Johnson & Johnson Stock (JNJ)	1.4	$18M		126k	144.62	View chart
Ishares Global 100 Etf Etf (IOO)	1.2	$15M	-35%	152k	100.77	View chart
Pepsico Stock (PEP)	1.1	$14M		93k	152.06	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.0	$13M	+4%	231k	56.48	View chart
Dicks Sporting Goods Stock (DKS)	1.0	$13M	+2%	57k	228.84	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.9	$13M	+2%	527k	23.76	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.9	$12M		49k	243.17	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$12M	+3%	191k	61.34	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	0.9	$11M	-2%	390k	29.14	View chart
Vaneck Clo Etf Etf (CLOI)	0.8	$11M	+50%	215k	52.77	View chart
Vanguard Total World Stock Etf Etf (VT)	0.8	$11M	-34%	94k	117.48	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.8	$11M	+22%	425k	25.11	View chart
Matthews Emerging Markets Equity Active Etf Etf (MEM)	0.8	$11M	-30%	364k	28.93	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$9.0M		81k	112.26	View chart
Alibaba Group Hldg Adr (BABA)	0.7	$9.0M	NEW	106k	84.79	View chart
Abbott Labs Stock (ABT)	0.6	$8.3M		74k	113.11	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$8.2M		63k	131.29	View chart
Broadcom Stock (AVGO)	0.6	$7.4M	-12%	32k	231.84	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.6	$7.4M	+5%	300k	24.65	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.6	$7.3M	NEW	205k	35.85	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.5	$6.7M		105k	63.75	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.5	$6.6M	+16%	127k	51.99	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.5	$6.2M	+4%	189k	32.68	View chart
Vanguard Value Etf Etf (VTV)	0.4	$5.9M	-2%	35k	169.30	View chart
BP Adr (BP)	0.4	$5.6M	-51%	189k	29.56	View chart
Chevron Corp Stock (CVX)	0.4	$5.4M	-4%	37k	144.84	View chart
American Elec Pwr Stock (AEP)	0.4	$5.4M		58k	92.23	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$5.2M		27k	190.44	View chart
Grayscale Bitcoin Mini Trust Etf Etf	0.4	$5.0M	NEW	121k	41.87	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$5.0M	+2%	21k	239.71	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.4	$4.9M	+3%	27k	184.88	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.4	$4.8M		69k	68.94	View chart
Tjx Cos Stock (TJX)	0.3	$4.6M	-2%	38k	120.81	View chart
Costco Whsl Corp Stock (COST)	0.3	$4.6M	-3%	5.0k	916.26	View chart
Home Depot Stock (HD)	0.3	$4.5M		12k	388.99	View chart
Eli Lilly & Co Stock (LLY)	0.3	$4.3M	-3%	5.6k	771.95	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$4.1M	+6%	41k	100.32	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$4.0M	+49%	35k	115.22	View chart
Bank America Corp Stock (BAC)	0.3	$3.7M		85k	43.95	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.3	$3.4M		171k	20.14	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.4M	+7%	12k	289.80	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$3.4M	+546%	39k	85.66	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$3.3M	+179%	143k	23.18	View chart
Procter And Gamble Stock (PG)	0.2	$3.3M		20k	167.65	View chart
General Dynamics Corp Stock (GD)	0.2	$3.3M	-3%	12k	263.48	View chart
Spdr Galaxy Transformative Tech Accelerators Etf Etf (TEKX)	0.2	$3.0M	NEW	108k	27.97	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$3.0M		52k	57.53	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$3.0M	+14%	61k	48.77	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$2.9M		4.9k	586.11	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.8M		7.1k	401.59	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$2.8M		11k	269.71	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.2	$2.8M	+3%	29k	96.81	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.8M		47k	59.14	View chart
American Express Stock (AXP)	0.2	$2.6M	+2%	8.6k	296.79	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$2.6M	+26%	28k	91.43	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.4M	+6%	23k	106.55	View chart
Disney Walt Stock (DIS)	0.2	$2.4M	-11%	21k	111.35	View chart
Toast Inc Cl A Stock (TOST)	0.2	$2.4M	-35%	65k	36.45	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.4M		22k	107.57	View chart
Philip Morris Intl Stock (PM)	0.2	$2.4M	NEW	20k	120.35	View chart
Merck & Co Stock (MRK)	0.2	$2.3M	+4%	23k	99.48	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.2M	-3%	4.3k	511.25	View chart
Deere & Co Stock (DE)	0.2	$2.2M		5.1k	423.69	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.2M	+300%	77k	27.87	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.1M		42k	50.13	View chart
Unitedhealth Group Stock (UNH)	0.2	$2.1M	-2%	4.1k	505.82	View chart
International Business Machs Stock (IBM)	0.2	$2.0M	+3%	9.2k	219.83	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$2.0M	-4%	25k	78.61	View chart
Honeywell Intl Stock (HON)	0.1	$2.0M		8.7k	225.88	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$2.0M	NEW	42k	46.63	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.1	$1.9M	+25%	79k	24.68	View chart
Nextera Energy Stock (NEE)	0.1	$1.9M	-2%	27k	71.69	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.9M	+20%	39k	49.43	View chart
Oracle Corp Stock (ORCL)	0.1	$1.9M	+3%	11k	166.64	View chart
Abbvie Stock (ABBV)	0.1	$1.9M	-3%	11k	177.70	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.9M		8.4k	224.35	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.9M		7.0k	264.15	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.8M	+204%	66k	27.71	View chart
Proshares Ultrashort S&p500 Etf (SDS)	0.1	$1.8M	NEW	93k	19.67	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.8M		25k	71.91	View chart
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX)	0.1	$1.8M	NEW	36k	49.57	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$1.7M	+2%	44k	39.59	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.7M	-10%	100k	17.25	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$1.7M	+12%	25k	68.68	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.7M	+32%	63k	27.02	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.7M	+17%	24k	70.31	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.6M		32k	50.15	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.6M	+3%	3.0k	526.59	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M	-3%	20k	78.01	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.5M		34k	46.10	View chart
Qualcomm Stock (QCOM)	0.1	$1.5M	+16%	9.9k	153.61	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$1.5M	+4%	78k	19.48	View chart
Walmart Stock (WMT)	0.1	$1.5M	+33%	17k	90.35	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.5M	-3%	28k	53.12	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.5M	NEW	21k	72.23	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.5M	+4%	77k	19.43	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.1	$1.5M	+5%	72k	20.65	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.5M		16k	89.08	View chart
Coca Cola Stock (KO)	0.1	$1.4M	-13%	23k	62.26	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M		2.5k	569.67	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.4M	+3%	17k	86.02	View chart
Kkr & Co Stock (KKR)	0.1	$1.4M		9.3k	147.91	View chart
Rtx Corporation Stock (RTX)	0.1	$1.3M	+2%	12k	115.72	View chart
Tesla Stock (TSLA)	0.1	$1.3M	+14%	3.3k	403.89	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.3M	-4%	9.7k	131.76	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.3M	-8%	22k	58.18	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.2M		9.4k	132.21	View chart
Azenta Stock (AZTA)	0.1	$1.2M		25k	50.00	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.1	$1.2M	-3%	68k	17.52	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.2M		10k	115.24	View chart
Doubleline Opportunistic Bond Etf Etf (DBND)	0.1	$1.2M	+7%	26k	45.29	View chart
Amgen Stock (AMGN)	0.1	$1.2M	+3%	4.4k	260.65	View chart
Travelers Companies Stock (TRV)	0.1	$1.1M		4.8k	240.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.1M	-10%	23k	47.82	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M	+2%	32k	34.47	View chart
Texas Instrs Stock (TXN)	0.1	$1.1M	-4%	5.9k	187.52	View chart
Blackrock Stock (BLK)	0.1	$1.1M	NEW	1.1k	1024.99	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.1M		2.5k	425.48	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.1M		5.2k	207.85	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.1M	+13%	21k	50.37	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M		17k	63.30	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.1M	+24%	2.0k	520.29	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.0M	+6%	4.3k	240.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.0M		14k	75.61	View chart
Stryker Corporation Stock (SYK)	0.1	$1.0M	+39%	2.8k	360.05	View chart
S&p Global Stock (SPGI)	0.1	$1.0M		2.0k	498.09	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.0M	-2%	7.9k	127.59	View chart
Automatic Data Processing Stock (ADP)	0.1	$948k	+46%	3.2k	292.69	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$929k	+189%	34k	27.32	View chart
Union Pac Corp Stock (UNP)	0.1	$928k	+3%	4.1k	228.07	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$926k	-4%	16k	57.41	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$925k	+2%	4.4k	212.68	View chart
Ishares Silver Trust Etf (SLV)	0.1	$921k	-26%	35k	26.33	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$917k		5.0k	185.15	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$895k		3.8k	232.52	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$893k		13k	70.00	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$880k		5.2k	169.71	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$877k		8.5k	103.30	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$875k	+198%	34k	26.07	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$872k	-10%	6.3k	137.57	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$871k	-9%	5.3k	163.44	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$866k	-7%	16k	54.31	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$863k		1.8k	485.93	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$841k	+24%	21k	40.41	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$832k	+2%	4.1k	201.79	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$825k		17k	48.33	View chart
Salesforce Stock (CRM)	0.1	$797k	+18%	2.4k	334.28	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$796k	-2%	6.1k	131.03	View chart
Southern Stock (SO)	0.1	$794k		9.7k	82.32	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$787k		15k	51.70	View chart
Advanced Micro Devices Stock (AMD)	0.1	$772k		6.4k	120.79	View chart
Progressive Corp Stock (PGR)	0.1	$750k		3.1k	239.61	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.1	$743k		77k	9.65	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$739k		7.0k	105.48	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$736k	NEW	31k	23.84	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$721k		3.8k	189.98	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$720k		8.1k	88.40	View chart
Caterpillar Stock (CAT)	0.1	$718k	+13%	2.0k	362.68	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$684k		6.9k	99.55	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$681k		1.00	680920.00	View chart
Danaher Corporation Stock (DHR)	0.1	$679k	+59%	3.0k	229.52	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$675k		5.1k	132.10	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$674k		8.3k	80.93	View chart
Fair Isaac Corp Stock (FICO)	0.1	$667k		335.00	1990.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$663k	-2%	18k	37.53	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$663k		12k	56.56	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$662k		2.9k	226.09	View chart
Adobe Stock (ADBE)	0.0	$653k		1.5k	444.73	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$652k	-5%	13k	52.25	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$652k	-2%	4.7k	139.36	View chart
Republic Svcs Stock (RSG)	0.0	$641k		3.2k	201.18	View chart
Spdr Gold Shares Etf (GLD)	0.0	$639k	+20%	2.6k	242.13	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$630k		8.5k	74.03	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$629k	+86%	1.8k	351.69	View chart
Cisco Sys Stock (CSCO)	0.0	$627k		11k	59.20	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$625k		1.8k	343.35	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$618k	+3%	8.1k	76.06	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$616k		16k	39.39	View chart
Fastenal Stock (FAST)	0.0	$609k	+89%	8.5k	71.91	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$602k		13k	46.79	View chart
Revolution Medicines Stock (RVMD)	0.0	$601k	-7%	14k	43.74	View chart
Parker-hannifin Corp Stock (PH)	0.0	$597k		939.00	635.97	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$593k	+121%	23k	25.86	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$589k	-22%	2.7k	215.52	View chart
Roper Technologies Stock (ROP)	0.0	$587k	+83%	1.1k	519.85	View chart
American Tower Corp Reit (AMT)	0.0	$576k	-15%	3.1k	183.39	View chart
Colgate Palmolive Stock (CL)	0.0	$563k		6.2k	90.90	View chart
Goldman Sachs Group Stock (GS)	0.0	$557k	+29%	973.00	572.67	View chart
Blackstone Stock (BX)	0.0	$548k	-15%	3.2k	172.44	View chart
Boston Scientific Corp Stock (BSX)	0.0	$532k		6.0k	89.32	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$524k	-10%	1.6k	322.11	View chart
Sei Invts Stock (SEIC)	0.0	$519k		6.3k	82.48	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$515k		4.1k	124.96	View chart
Fedex Corp Stock (FDX)	0.0	$510k	+106%	1.8k	281.34	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$499k		5.4k	92.59	View chart
Ecolab Stock (ECL)	0.0	$497k		2.1k	234.32	View chart
Ge Aerospace Stock (GE)	0.0	$493k	+5%	3.0k	166.79	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$487k	+20%	2.5k	195.83	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$486k	+66%	8.8k	55.45	View chart
Nike Inc Cl B Stock (NKE)	0.0	$486k	-10%	6.4k	75.67	View chart
Intuit Stock (INTU)	0.0	$482k		767.00	628.50	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.0	$477k		16k	30.48	View chart
Copart Stock (CPRT)	0.0	$477k		8.3k	57.39	View chart
Cme Group Stock (CME)	0.0	$471k	+9%	2.0k	232.23	View chart
Intel Corp Stock (INTC)	0.0	$467k	-4%	23k	20.05	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$467k		13k	35.65	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$458k	+2%	15k	31.36	View chart
Eaton Corp Stock (ETN)	0.0	$454k	+7%	1.4k	331.99	View chart
Fiserv Stock (FI)	0.0	$454k	NEW	2.2k	205.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$452k		4.5k	101.53	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$446k	+8%	2.5k	178.05	View chart
Air Prods & Chems Stock (APD)	0.0	$433k		1.5k	290.07	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$430k		1.9k	226.87	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$428k		5.6k	77.05	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$427k	+3%	17k	25.05	View chart
Starbucks Corp Stock (SBUX)	0.0	$426k	+9%	4.7k	91.26	View chart
Illinois Tool Wks Stock (ITW)	0.0	$425k	NEW	1.7k	253.56	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$424k		5.3k	80.27	View chart
Linde Stock (LIN)	0.0	$423k	+130%	1.0k	418.48	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$420k		1.9k	221.00	View chart
The Cigna Group Stock (CI)	0.0	$416k	-9%	1.5k	276.07	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.0	$414k	+5%	9.0k	46.24	View chart
Paypal Hldgs Stock (PYPL)	0.0	$414k	-14%	4.8k	85.35	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$411k	NEW	4.1k	100.09	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$410k	-4%	5.5k	74.78	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$406k	+37%	9.0k	45.27	View chart
Pfizer Stock (PFE)	0.0	$404k	-9%	15k	26.53	View chart
Grayscale Ethereum Mini Trust Etf Etf	0.0	$403k	NEW	13k	31.49	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$401k	NEW	579.00	693.08	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$398k		2.5k	161.77	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$390k	+3%	8.5k	45.62	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$385k		4.0k	95.47	View chart
Motorola Solutions Stock (MSI)	0.0	$383k	NEW	828.00	462.23	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$383k		1.9k	203.09	View chart
Intercontinental Exchange Stock (ICE)	0.0	$379k	NEW	2.5k	149.01	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$378k		1.8k	205.56	View chart
Altria Group Stock (MO)	0.0	$378k	+5%	7.2k	52.29	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$378k	-12%	4.3k	88.78	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$367k	-19%	3.8k	96.91	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$359k		7.6k	47.20	View chart
Aflac Stock (AFL)	0.0	$356k	-6%	3.4k	103.43	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$354k		10k	34.13	View chart
Intuitive Surgical Stock (ISRG)	0.0	$354k	+26%	678.00	521.96	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$349k	+22%	6.7k	52.22	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$349k		5.9k	58.93	View chart
Netflix Stock (NFLX)	0.0	$349k	+2%	391.00	891.32	View chart
Paychex Stock (PAYX)	0.0	$346k	-8%	2.5k	140.21	View chart
Arista Networks Stock	0.0	$343k	NEW	3.1k	110.53	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$342k	NEW	3.1k	110.77	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$340k	-6%	3.2k	105.11	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$338k	NEW	4.9k	69.45	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$336k		4.7k	71.43	View chart
State Str Corp Stock (STT)	0.0	$332k		3.4k	98.15	View chart
Constellation Energy Corp Stock (CEG)	0.0	$331k		1.5k	223.71	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$331k		5.3k	62.65	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$328k		2.1k	155.50	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$328k	-6%	4.3k	75.68	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$327k	+3%	1.9k	175.21	View chart
Sherwin Williams Stock (SHW)	0.0	$326k	NEW	958.00	339.97	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$322k		2.7k	119.12	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$316k		3.5k	90.07	View chart
Church & Dwight Stock (CHD)	0.0	$312k	NEW	3.0k	104.71	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$311k		1.8k	177.03	View chart
Diageo Adr (DEO)	0.0	$310k		2.4k	127.12	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$306k		2.2k	136.37	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$304k		1.3k	234.70	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$303k	NEW	1.3k	242.15	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$301k	NEW	11k	28.02	View chart
Ge Vernova Stock (GEV)	0.0	$300k	NEW	912.00	328.93	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$299k	-8%	4.9k	60.75	View chart
At&t Stock (T)	0.0	$295k		13k	22.77	View chart
3M Stock (MMM)	0.0	$295k		2.3k	129.09	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$294k	-4%	14k	20.63	View chart
Allstate Corp Stock (ALL)	0.0	$293k		1.5k	192.83	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	0.0	$292k		6.2k	47.26	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$287k		3.8k	76.24	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$285k		1.5k	190.88	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$281k	+16%	5.4k	51.73	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$280k	-34%	3.5k	79.03	View chart
Emerson Elec Stock (EMR)	0.0	$279k	-2%	2.2k	123.92	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$273k	+3%	1.7k	162.95	View chart
Morgan Stanley Stock (MS)	0.0	$272k		2.2k	125.69	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$269k	+11%	1.4k	197.54	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$268k	NEW	1.4k	186.70	View chart
Eversource Energy Stock (ES)	0.0	$266k	-7%	4.6k	57.43	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$266k		3.1k	85.84	View chart
Citigroup Stock (C)	0.0	$265k		3.8k	70.40	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$264k		3.5k	74.49	View chart
Phillips 66 Stock (PSX)	0.0	$264k		2.3k	113.93	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$263k		560.00	469.29	View chart
Ringcentral Inc Cl A Stock (RNG)	0.0	$262k	NEW	7.5k	35.01	View chart
Sempra Stock (SRE)	0.0	$261k		3.0k	87.73	View chart
Sysco Corp Stock (SYY)	0.0	$259k	+11%	3.4k	76.46	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$256k		3.2k	80.20	View chart
Oneok Stock (OKE)	0.0	$255k		2.5k	100.40	View chart
Booking Holdings Stock (BKNG)	0.0	$253k	NEW	51.00	4968.41	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$253k	-55%	1.1k	235.27	View chart
Fqal Etf (FQAL)	0.0	$253k		3.9k	65.43	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$253k	+4%	3.1k	81.98	View chart
Ipg Photonics Corp Stock (IPGP)	0.0	$248k	+4%	3.4k	72.72	View chart
Cameco Corp Stock (CCJ)	0.0	$247k		4.8k	51.39	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.0	$246k		5.2k	47.65	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$243k		5.4k	45.33	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.0	$242k		5.3k	46.07	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$242k	NEW	2.1k	117.53	View chart
Trimble Stock (TRMB)	0.0	$241k		3.4k	70.66	View chart
Coca Cola Cons Stock (COKE)	0.0	$239k	-5%	190.00	1259.99	View chart
Stag Indl Reit (STAG)	0.0	$237k		7.0k	33.82	View chart
Hercules Capital Cef (HTGC)	0.0	$235k	+2%	12k	20.09	View chart
Ares Capital Corp Cef (ARCC)	0.0	$234k		11k	21.89	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$233k	-7%	4.6k	50.88	View chart
Verizon Communications Stock (VZ)	0.0	$231k		5.8k	39.99	View chart
L3harris Technologies Stock (LHX)	0.0	$229k	+3%	1.1k	210.20	View chart
Mckesson Corp Stock (MCK)	0.0	$227k	NEW	399.00	569.91	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$224k		611.00	366.06	View chart
Eastman Chem Stock (EMN)	0.0	$223k		2.4k	91.32	View chart
Target Corp Stock (TGT)	0.0	$220k		1.6k	135.21	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$220k		2.5k	86.89	View chart
Hershey Stock (HSY)	0.0	$219k		1.3k	169.37	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$219k		989.00	221.00	View chart
Cabot Corp Stock (CBT)	0.0	$217k		2.4k	91.31	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$216k	-85%	3.3k	65.35	View chart
Prologis Reit (PLD)	0.0	$214k		2.0k	105.70	View chart
Astrazeneca Adr (AZN)	0.0	$214k		3.3k	65.52	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$212k	-27%	4.7k	44.92	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$212k	-2%	4.2k	50.71	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$212k	+3%	1.1k	198.18	View chart
Kenvue Stock (KVUE)	0.0	$211k		9.9k	21.35	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$210k	-6%	3.1k	67.03	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$210k	+3%	14k	15.16	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$208k	NEW	2.4k	87.88	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$208k	-4%	4.4k	47.77	View chart
Wells Fargo Stock (WFC)	0.0	$208k	NEW	3.0k	70.24	View chart
Yum Brands Stock (YUM)	0.0	$207k	-2%	1.5k	134.16	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$205k		1.5k	133.52	View chart
Uber Technologies Stock (UBER)	0.0	$204k	+14%	3.4k	60.32	View chart
Boeing Stock (BA)	0.0	$202k	-24%	1.1k	176.92	View chart
Planet Fitness Inc Cl A Stock (PLNT)	0.0	$202k	NEW	2.0k	98.87	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$201k	NEW	2.7k	74.01	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$200k		1.7k	119.34	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$189k		10k	18.80	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$168k	+3%	24k	7.08	View chart
Barings Bdc Cef (BBDC)	0.0	$149k	+2%	16k	9.57	View chart
Sono Tek Corp Stock (SOTK)	0.0	$147k		37k	4.01	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$60k		23k	2.63	View chart
Denison Mines Corp Stock (DNN)	0.0	$19k		11k	1.80	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 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