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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, GOOGL, IVV, MSFT, NVDA, and represent 20.55% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: TEQI (+$24M), FELC (+$20M), GCOW (+$16M), ACYS (+$12M), HAP (+$9.4M), GSST (+$8.9M), FXH (+$8.1M), JPIE (+$6.2M), LDRT (+$5.8M), XOM.
Started 21 new stock positions in SIL, CRWD, SPCX, IOO, IBDW, SAP, PFE, GCOW, VWO, FELC. PDBA, BLK, GSST, IBDV, FXH, TEQI, HAP, IMO, MKC, PNQI, CBRS.
Reduced shares in these 10 stocks: JPEF (-$20M), FFGX (-$16M), AIRR (-$11M), PRIV (-$9.1M), POW (-$9.0M), APLU (-$8.6M), FTRB (-$8.2M), WCMI (-$8.0M), CRM (-$6.2M), AIS.
Sold out of its positions in BEDY, RONB, BKNG, CCAP, FTRB, FDIS, GRID, AIRR, BSCQ, EEM. SHY, IWM, USMV, IBDR, PNNT, PEG, SLYG, SLYV, CGBD, TPL, VTIP.
Beaumont Financial Advisors was a net buyer of stock by $478k.
Beaumont Financial Advisors has $1.6B in assets under management (AUM), dropping by 1.28%.
Central Index Key (CIK): 0001957394

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Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 383 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.3	$84M		252k	333.02	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.5	$72M		209k	344.08	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.2	$67M		87k	765.85	View chart
Microsoft Corp Stock (MSFT)	3.6	$57M		110k	512.90	View chart
Nvidia Corporation Stock (NVDA)	3.0	$48M		210k	228.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.7	$43M		594k	71.95	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.5	$40M		250k	160.33	View chart
Amazon Stock (AMZN)	2.4	$38M		151k	249.15	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	2.2	$35M	+3%	843k	41.68	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	2.1	$33M		457k	72.64	View chart
Ishares Ibonds 1-5 Year Treasury Ladder Etf Etf (LDRT)	2.0	$32M	+21%	1.3M	24.59	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	1.9	$31M		342k	90.11	View chart
Johnson & Johnson Stock (JNJ)	1.8	$29M		111k	264.74	View chart
Meta Platforms Inc Cl A Stock (META)	1.8	$29M		40k	725.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.8	$28M		56k	497.95	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.7	$28M	-5%	273k	100.68	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$27M		38k	700.87	View chart
T. Rowe Price Equity Income Etf Etf (TEQI)	1.5	$24M	NEW	479k	50.60	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	1.5	$23M		562k	41.54	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	1.4	$22M		379k	59.06	View chart
Visa Inc Com Cl A Stock (V)	1.4	$22M		61k	359.33	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	1.3	$21M	-3%	297k	69.96	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	1.2	$20M	NEW	453k	43.32	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.2	$20M	-6%	213k	91.64	View chart
Vistashares Artificial Intelligence Supercycle Etf Etf (AIS)	1.2	$19M	-20%	254k	74.72	View chart
Mcdonalds Corp Stock (MCD)	1.1	$17M		73k	230.94	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	1.0	$16M	NEW	365k	44.75	View chart
Vaneck Emerging Markets Bond Etf Etf (EMBX)	1.0	$16M		322k	49.40	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.0	$16M	-2%	243k	64.59	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$15M		198k	75.39	View chart
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX)	0.9	$15M	-52%	428k	33.88	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.9	$14M	-36%	729k	19.08	View chart
Vaneck Clo Etf Etf (CLOI)	0.9	$14M	+2%	262k	52.97	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.9	$14M	-2%	492k	27.88	View chart
Vaneck Real Assets Etf Etf (RAAX)	0.9	$14M	-3%	342k	39.83	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.8	$12M		43k	288.45	View chart
Ft Vest Laddered Autocallable Barrier & Resilient Income Etf Etf (ACYS)	0.8	$12M	+3351%	588k	20.58	View chart
Pepsico Stock (PEP)	0.7	$12M	-3%	94k	126.72	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	0.7	$12M		31k	382.19	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$11M		378k	27.96	View chart
Dicks Sporting Goods Stock (DKS)	0.6	$10M		77k	134.29	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$9.8M		29k	340.74	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.6	$9.7M	+2%	100k	96.58	View chart
Vaneck Natural Resources Etf Etf (HAP)	0.6	$9.4M	NEW	128k	73.10	View chart
Jpmorgan Income Etf Etf (JPIE)	0.6	$9.1M	+205%	204k	44.89	View chart
Gmo International Value Etf Etf (GMOI)	0.6	$9.0M	+13%	228k	39.65	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.6	$8.9M	NEW	177k	50.46	View chart
Ishares Select Dividend Etf Etf (DVY)	0.5	$8.7M	+2%	57k	152.07	View chart
Allspring Core Plus Etf Etf (APLU)	0.5	$8.4M	-50%	361k	23.30	View chart
First Trust Structured Credit Income Opportunities Etf Etf (SCIO)	0.5	$8.2M	-3%	410k	19.93	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.5	$8.1M	NEW	62k	130.74	View chart
American Elec Pwr Stock (AEP)	0.4	$7.0M		59k	118.64	View chart
Abbott Laboratories Stock (ABT)	0.4	$6.8M	-14%	69k	98.83	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.4	$6.7M		31k	216.08	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.4	$6.5M	-2%	22k	300.06	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.4	$6.4M	-4%	255k	25.02	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.4	$5.9M	+117%	37k	162.75	View chart
Chevron Corporation Stock (CVX)	0.3	$5.5M	+42%	27k	204.21	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$5.5M	+3%	17k	330.82	View chart
Eli Lilly & Co Stock (LLY)	0.3	$5.4M		4.7k	1157.10	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$5.4M		60k	89.76	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.3	$5.4M	-2%	172k	31.27	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.3	$5.2M	-36%	49k	105.71	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.3	$5.2M	-3%	140k	36.95	View chart
Lam Research Corp Stock (LRCX)	0.3	$5.1M	-5%	16k	328.51	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.3	$4.7M		8.7k	537.95	View chart
Advanced Micro Devices Stock (AMD)	0.3	$4.5M		7.3k	611.72	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$4.3M		5.7k	762.61	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$4.3M		144k	30.00	View chart
Vanguard Morningstar Large-cap Etf Etf (VV)	0.3	$4.2M		12k	351.85	View chart
Tjx Cos Stock (TJX)	0.3	$4.2M		32k	132.31	View chart
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH)	0.3	$4.2M	-7%	238k	17.49	View chart
Broadcom Stock (AVGO)	0.3	$4.1M		12k	351.20	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$4.0M		6.6k	608.99	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$3.9M		72k	54.43	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$3.8M	-2%	28k	136.04	View chart
Philip Morris Intl Stock (PM)	0.2	$3.8M		20k	190.82	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.2	$3.7M		9.8k	374.24	View chart
Nextera Energy Stock (NEE)	0.2	$3.5M	+2%	47k	75.74	View chart
Waste Connections Stock (WCN)	0.2	$3.5M	-3%	23k	153.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$3.3M		26k	125.26	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.2	$3.2M	-86%	40k	81.27	View chart
Deere & Co Stock (DE)	0.2	$3.1M		4.7k	671.50	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.2	$3.1M	NEW	67k	46.40	View chart
General Dynamics Corp Stock (GD)	0.2	$3.0M		9.2k	331.84	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$3.0M		3.3k	910.26	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.2	$2.8M		36k	78.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.8M	+2%	3.8k	739.68	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.7M	-6%	34k	78.29	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.6M		71k	35.93	View chart
American Express Stock (AXP)	0.2	$2.5M		8.3k	304.10	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$2.4M		8.5k	284.48	View chart
Procter & Gamble Stock (PG)	0.1	$2.3M	-4%	16k	145.28	View chart
Qualcomm Stock (QCOM)	0.1	$2.3M		12k	184.04	View chart
Merck & Co Stock (MRK)	0.1	$2.2M		15k	145.31	View chart
Coca Cola Stock (KO)	0.1	$2.1M		25k	86.08	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.1M	+6%	38k	56.22	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$2.0M		42k	48.26	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$2.0M		59k	34.02	View chart
Abbvie Stock (ABBV)	0.1	$2.0M		7.7k	261.59	View chart
Vistashares Electrification Supercycle Etf Etf (POW)	0.1	$2.0M	-81%	77k	26.00	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$2.0M	-2%	24k	81.70	View chart
Micron Technology Stock (MU)	0.1	$2.0M	-15%	1.9k	1064.93	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$2.0M		101k	19.37	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$1.9M	-2%	24k	80.60	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Etf (ACYN)	0.1	$1.9M	+54%	92k	20.86	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.9M		27k	70.15	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.9M	-13%	56k	33.90	View chart
Toast Inc Cl A Stock (TOST)	0.1	$1.9M		65k	28.99	View chart
Intel Corp Stock (INTC)	0.1	$1.9M		15k	120.23	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.8M		36k	50.84	View chart
Netflix Stock (NFLX)	0.1	$1.8M	+400%	26k	69.58	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.8M		8.4k	210.53	View chart
Home Depot Stock (HD)	0.1	$1.8M		6.2k	284.48	View chart
Amgen Stock (AMGN)	0.1	$1.7M		4.1k	421.48	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.7M		3.4k	508.62	View chart
Rtx Corporation Stock (RTX)	0.1	$1.7M	+9%	9.2k	185.65	View chart
Vistashares Target 15 S&p 100 Distribution Etf Etf (SIOO)	0.1	$1.6M	+22%	82k	19.62	View chart
Walmart Stock (WMT)	0.1	$1.6M		15k	103.92	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.6M		28k	55.74	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.6M	+7%	33k	47.34	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.6M	+8%	18k	88.58	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.6M		26k	59.48	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.6M	+4%	57k	27.18	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$1.5M		20k	75.72	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M		20k	77.25	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.5M	-16%	71k	20.93	View chart
Caterpillar Stock (CAT)	0.1	$1.5M		1.8k	811.00	View chart
International Business Machs Stock (IBM)	0.1	$1.5M	-5%	6.6k	219.93	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.4M	+2%	8.6k	166.98	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M		2.2k	656.86	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.4M		30k	46.85	View chart
Tesla Stock (TSLA)	0.1	$1.4M	-4%	3.9k	354.82	View chart
Oracle Corp Stock (ORCL)	0.1	$1.4M	-2%	10k	137.30	View chart
Sprott Active Gold & Silver Miners Etf Etf (GBUG)	0.1	$1.4M		30k	46.74	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.4M	-5%	7.1k	195.74	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.4M	-6%	2.5k	551.43	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.4M		29k	47.58	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.4M		2.0k	675.12	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.4M		55k	24.96	View chart
Texas Instrs Stock (TXN)	0.1	$1.4M		4.8k	280.10	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$1.3M	-51%	25k	51.05	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$1.3M		30k	43.48	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.3M	-17%	27k	47.36	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.3M	-2%	2.2k	568.67	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$1.2M	NEW	8.1k	150.86	View chart
Progressive Corp Stock (PGR)	0.1	$1.2M		5.9k	207.30	View chart
Disney Walt Stock (DIS)	0.1	$1.2M	-5%	12k	104.90	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.2M		15k	79.72	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.2M		27k	44.00	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$1.2M	+3%	52k	22.69	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.2M		3.0k	388.82	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$1.2M	-2%	645.00	1812.67	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.2M		48k	24.12	View chart
Vanguard Morningstar Mega Cap Etf Etf (MGC)	0.1	$1.2M		4.1k	282.33	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.2M	+2%	36k	32.53	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.2M		13k	89.63	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$1.1M	-7%	11k	103.46	View chart
Cisco Sys Stock (CSCO)	0.1	$1.1M		11k	107.62	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$1.1M	NEW	53k	21.14	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.1M		8.5k	128.93	View chart
Vicor Corp Stock (VICR)	0.1	$1.1M		3.8k	288.94	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$1.1M	NEW	54k	20.06	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M		29k	37.47	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.1M		15k	70.61	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.1M		4.1k	258.08	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.0M		31k	33.31	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.0M	-2%	18k	57.56	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$1.0M		9.3k	110.97	View chart
Danaher Corp Del Stock (DHR)	0.1	$1.0M		4.6k	221.55	View chart
Stryker Corporation Stock (SYK)	0.1	$1.0M		3.7k	275.39	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$1.0M		5.4k	184.64	View chart
Union Pac Corp Stock (UNP)	0.1	$992k		3.6k	272.13	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$985k	-4%	17k	57.44	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$982k		6.3k	155.21	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$971k		5.8k	168.41	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$959k	+4%	18k	52.50	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$953k	-9%	9.2k	103.89	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$940k		6.6k	142.44	View chart
Ge Aerospace Stock (GE)	0.1	$937k	+4%	3.0k	312.30	View chart
Fastenal Stock (FAST)	0.1	$923k		19k	49.53	View chart
Putnam Bdc Income Etf Etf (PBDC)	0.1	$906k	+26%	34k	26.92	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.1	$880k		9.5k	92.65	View chart
Parker-hannifin Corp Stock (PH)	0.1	$874k		915.00	955.38	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$869k		8.1k	106.71	View chart
Kkr & Co Stock (KKR)	0.1	$865k		9.5k	91.30	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$865k	-4%	10k	82.97	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$861k		3.7k	231.63	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$861k	+14%	17k	50.37	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$814k	-5%	3.3k	247.93	View chart
Spdr Gold Shares Etf (GLD)	0.1	$812k	-2%	2.1k	380.84	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$810k		15k	53.40	View chart
Ge Vernova Stock (GEV)	0.1	$807k	+3%	849.00	950.62	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$804k	+95%	9.5k	84.30	View chart
Illinois Tool Wks Stock (ITW)	0.1	$801k		3.1k	257.28	View chart
Unitedhealth Group Stock (UNH)	0.0	$788k		2.1k	367.03	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.0	$786k	+277%	30k	26.62	View chart
Ishares Silver Trust Etf (SLV)	0.0	$782k		14k	54.51	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$775k		2.5k	304.69	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$774k		840.00	921.96	View chart
S&p Global Stock (SPGI)	0.0	$762k	+21%	1.9k	394.41	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$747k		1.00	747005.00	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$739k		14k	54.10	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$718k	-2%	14k	51.23	View chart
Southern Stock (SO)	0.0	$716k		8.6k	82.89	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$713k		3.7k	193.76	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$704k		6.7k	105.84	View chart
Sherwin Williams Stock (SHW)	0.0	$686k		2.1k	323.27	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$674k	+19%	4.9k	137.72	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$673k		5.6k	121.32	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$670k		10k	65.45	View chart
Motorola Solutions Stock (MSI)	0.0	$668k		1.5k	445.97	View chart
Everpure Inc Cl A Stock (P)	0.0	$665k		5.1k	130.78	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$658k		4.5k	146.50	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$649k		3.2k	203.92	View chart
Sei Invts Stock (SEIC)	0.0	$646k		6.3k	102.66	View chart
Riot Platforms Stock (RIOT)	0.0	$645k		32k	20.15	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$640k		16k	39.56	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$636k		2.9k	222.28	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$633k		4.5k	142.26	View chart
Cerebras Systems Inc Com Cl A Stock (CBRS)	0.0	$629k	NEW	3.5k	177.65	View chart
Intercontinental Exchange Stock (ICE)	0.0	$627k		4.1k	152.03	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$626k		19k	32.63	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$620k	+15%	3.0k	207.15	View chart
Astera Labs Stock (ALAB)	0.0	$614k		1.7k	355.97	View chart
Revolution Medicines Stock (RVMD)	0.0	$613k		3.0k	205.24	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$612k	-4%	1.3k	456.28	View chart
Marvell Technology Stock (MRVL)	0.0	$603k	+4%	2.3k	264.19	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$594k		5.4k	110.28	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$592k	-6%	6.1k	97.43	View chart
Roper Technologies Stock (ROP)	0.0	$586k		1.7k	349.43	View chart
Phillips 66 Stock (PSX)	0.0	$580k		2.3k	255.31	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$578k		13k	44.99	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$578k		7.8k	74.08	View chart
Eaton Corp Stock (ETN)	0.0	$571k		1.3k	429.65	View chart
Goldman Sachs Group Stock (GS)	0.0	$568k		631.00	900.70	View chart
Arista Networks Stock (ANET)	0.0	$568k	-6%	2.8k	203.63	View chart
Honeywell Intl Stock (HON)	0.0	$562k		2.7k	210.95	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$555k		1.3k	416.12	View chart
Church & Dwight Stock (CHD)	0.0	$555k		5.9k	94.22	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$553k		8.7k	63.89	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$548k	+3%	3.0k	183.37	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$548k	-59%	5.4k	101.10	View chart
Applied Matls Stock (AMAT)	0.0	$542k		1.1k	511.48	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$540k	-6%	7.7k	70.51	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$539k	+4%	6.6k	81.16	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$535k		13k	40.99	View chart
Citigroup Stock (C)	0.0	$533k		4.1k	129.49	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$531k		8.5k	62.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$527k	+27%	2.5k	208.04	View chart
Imperial Oil Stock (IMO)	0.0	$520k	NEW	4.2k	123.04	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$512k	-6%	9.9k	51.87	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$504k	-7%	5.3k	95.05	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$501k	+2%	7.4k	67.33	View chart
Linde Stock (LIN)	0.0	$495k	+3%	1.0k	474.82	View chart
Altria Group Stock (MO)	0.0	$489k	+16%	7.3k	67.34	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$486k		5.7k	84.96	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$485k		4.6k	104.54	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$483k	-21%	3.1k	157.68	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$483k	-4%	7.9k	61.50	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$483k		28k	17.52	View chart
Ciena Corp Stock (CIEN)	0.0	$481k	-5%	1.4k	351.82	View chart
Travelers Companies Stock (TRV)	0.0	$480k	+2%	1.3k	356.54	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$479k		941.00	509.48	View chart
Starbucks Corp Stock (SBUX)	0.0	$479k	+18%	5.1k	93.96	View chart
Snowflake Stock (SNOW)	0.0	$473k		1.4k	339.56	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$456k		8.9k	51.12	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$443k		2.7k	163.99	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$442k		4.4k	100.34	View chart
Defiance Space And Connective Tech Etf Etf (UFOX)	0.0	$440k		5.2k	85.03	View chart
Lowes Cos Stock (LOW)	0.0	$434k		2.4k	184.29	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$432k		2.8k	151.60	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$431k		4.4k	96.88	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.0	$427k		2.2k	195.53	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$427k		2.1k	206.23	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.0	$426k	+2%	4.0k	105.19	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$421k		4.7k	89.48	View chart
American Tower Corp Reit (AMT)	0.0	$416k	-4%	2.5k	163.67	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$407k		3.2k	128.35	View chart
Honeywell Aerospace Stock (HONA)	0.0	$404k	-3%	2.6k	154.97	View chart
Aflac Stock (AFL)	0.0	$400k		3.6k	111.80	View chart
At&t Stock (T)	0.0	$389k	+6%	16k	24.40	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$389k		3.2k	121.24	View chart
Emerson Elec Stock (EMR)	0.0	$386k	+4%	2.5k	155.09	View chart
Constellation Energy Corp Stock (CEG)	0.0	$383k		1.5k	254.05	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$381k	-6%	2.0k	187.05	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$378k	+26%	7.6k	49.46	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$376k		17k	21.76	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$376k	+44%	6.1k	61.26	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$374k		4.0k	92.75	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$373k		4.0k	92.05	View chart
Mckesson Corp Stock (MCK)	0.0	$365k		427.00	853.81	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$361k		1.2k	309.00	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$358k		3.3k	108.84	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$353k	-3%	1.5k	233.31	View chart
Pfizer Stock (PFE)	0.0	$351k	NEW	12k	28.52	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.0	$349k		28k	12.54	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$344k		6.0k	57.31	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$343k	+30%	6.5k	52.86	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$341k		1.5k	228.28	View chart
Fqal Etf (FQAL)	0.0	$341k	-3%	4.1k	83.25	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.0	$340k	-87%	14k	23.75	View chart
Analog Devices Stock (ADI)	0.0	$338k		851.00	396.62	View chart
Cameco Corp Stock (CCJ)	0.0	$335k		3.9k	86.67	View chart
Morgan Stanley Stock (MS)	0.0	$334k	-11%	1.8k	188.08	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$332k		8.9k	37.42	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.0	$323k	-5%	29k	11.04	View chart
3M Stock (MMM)	0.0	$316k		1.9k	164.15	View chart
Bobs Disc Furniture Stock (BOBS)	0.0	$314k	-87%	23k	13.86	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$313k		3.7k	85.48	View chart
Fortinet Stock (FTNT)	0.0	$311k	-22%	1.7k	178.76	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$309k	-2%	2.8k	110.95	View chart
Vaneck Bitcoin Etf Etf (HODL)	0.0	$306k	-17%	13k	23.62	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$305k	NEW	5.1k	59.31	View chart
Invesco Agriculture Commodity Strategy No K-1 Etf Etf (PDBA)	0.0	$305k	NEW	8.1k	37.56	View chart
Blackstone Stock (BX)	0.0	$299k		2.7k	112.09	View chart
Wells Fargo & Co Stock (WFC)	0.0	$298k		3.7k	80.06	View chart
Howmet Aerospace Stock (HWM)	0.0	$297k		1.3k	226.19	View chart
Boeing Stock (BA)	0.0	$293k		1.6k	186.01	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.0	$289k		6.2k	46.70	View chart
Salesforce Stock (CRM)	0.0	$288k	-95%	1.3k	229.64	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$288k		2.9k	97.75	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$283k		586.00	483.48	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$282k		794.00	355.47	View chart
Calamos Autocallable Growth Etf Etf (CAGE)	0.0	$280k	+12%	9.8k	28.62	View chart
Coca Cola Cons Stock (COKE)	0.0	$275k	-23%	1.5k	189.27	View chart
Eversource Energy Stock (ES)	0.0	$275k		4.3k	64.16	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$273k		3.1k	88.52	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$273k		5.4k	50.77	View chart
Palo Alto Networks Stock (PANW)	0.0	$270k	-3%	680.00	397.31	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$270k	-2%	6.8k	39.44	View chart
Gilead Sciences Stock (GILD)	0.0	$269k	+2%	1.8k	149.05	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$267k	+11%	1.2k	230.93	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.0	$266k		6.0k	44.66	View chart
Kla Corp Stock (KLAC)	0.0	$263k	-3%	1.3k	194.88	View chart
The Cigna Group Stock (CI)	0.0	$262k	-3%	965.00	271.83	View chart
Prologis Reit (PLD)	0.0	$262k		2.0k	129.84	View chart
Sandisk Corp Stock (SNDK)	0.0	$259k		149.00	1739.89	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$258k		2.5k	104.54	View chart
Allstate Corp Stock (ALL)	0.0	$257k	-9%	1.2k	221.86	View chart
Intuitive Surgical Stock (ISRG)	0.0	$255k	+3%	627.00	406.63	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$250k		1.6k	157.85	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$250k		5.8k	42.77	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$238k		1.3k	183.27	View chart
Hercules Capital Cef (HTGC)	0.0	$236k		14k	16.81	View chart
Sempra Stock (SRE)	0.0	$236k		3.0k	77.96	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$235k		1.5k	153.37	View chart
Sap Se Adr (SAP)	0.0	$232k	NEW	1.1k	208.48	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$232k		12k	19.54	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$232k		12k	20.02	View chart
Duke Energy Corp Stock (DUK)	0.0	$229k		2.0k	114.01	View chart
Global X Uranium Etf Etf (URA)	0.0	$227k		5.7k	39.85	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.0	$226k		4.9k	45.98	View chart
State Street Ig Public & Private Credit Etf Etf (PRIV)	0.0	$226k	-97%	9.4k	24.05	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$225k		1.2k	183.55	View chart
L3harris Technologies Stock (LHX)	0.0	$224k		946.00	236.68	View chart
Verizon Communications Stock (VZ)	0.0	$223k		4.9k	45.87	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.0	$223k		1.4k	161.10	View chart
Ares Capital Corp Cef (ARCC)	0.0	$219k		12k	19.10	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$216k		414.00	522.81	View chart
Sono Tek Corp Stock (SOTK)	0.0	$216k		37k	5.90	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$215k		1.8k	116.17	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$214k	NEW	1.5k	144.01	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$214k		2.5k	86.80	View chart
Sysco Corp Stock (SYY)	0.0	$212k		2.7k	77.96	View chart
Blackrock Stock (BLK)	0.0	$211k	NEW	200.00	1057.12	View chart
Uber Technologies Stock (UBER)	0.0	$211k	-2%	3.1k	68.51	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$211k	-3%	1.7k	123.07	View chart
Vaneck Agribusiness Etf Etf (MOO)	0.0	$210k		2.6k	81.47	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$209k	-3%	1.9k	113.06	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$206k	+2%	4.3k	47.46	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$206k	NEW	2.4k	86.02	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$205k	NEW	775.00	264.71	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.0	$203k	NEW	4.0k	50.74	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$200k		21k	9.41	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$192k		15k	12.63	View chart
Kenvue Stock (KVUE)	0.0	$185k		11k	17.66	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$177k		17k	10.61	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$152k		21k	7.32	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$121k		12k	10.49	View chart
Barings Bdc Cef (BBDC)	0.0	$119k	-26%	14k	8.62	View chart
Denison Mines Corp Stock (DNN)	0.0	$28k		11k	2.59	View chart
Fury Gold Mines Stock (FURY)	0.0	$6.4k		12k	0.53	View chart

Past Filings by Beaumont Financial Advisors

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

Beaumont Financial Advisors 2026 Q3 filed Oct. 22, 2026
Beaumont Financial Advisors 2026 Q2 filed Aug. 4, 2026
Beaumont Financial Advisors 2026 Q1 filed May 5, 2026
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

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