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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 MSFT, IVV, AAPL, JPEF, SAMT, and represent 20.08% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SAMT (+$25M), JPEF (+$25M), FFGX (+$21M), OMAH (+$15M), WCMI (+$13M), RDVI (+$13M), JQUA (+$12M), JGRO (+$7.8M), APLU (+$6.8M), BIL (+$5.4M).
Started 30 new stock positions in HWM, OMAH, QQQM, FCOM, AEM, AZO, AMAT, VBR, EWJ, ALAB.
Reduced shares in these 10 stocks: SGOV (-$28M), MOAT (-$17M), FFLC (-$15M), IOO (-$14M), COWZ (-$13M), VT (-$11M), FTGC (-$9.6M), MEM (-$8.1M), IQLT (-$6.3M), VOO.
Sold out of its positions in AXON, AZTA, DECK, EMN, FFLC, FNCL, FHLC, FQAL, FTGC, MLPA. IOO, IWX, IWY, IQLT, MEM, COWZ, SYY, TPL, VT, Volatility Shs Tr.
Beaumont Financial Advisors was a net buyer of stock by $9.4M.
Beaumont Financial Advisors has $1.4B in assets under management (AUM), dropping by 8.40%.
Central Index Key (CIK): 0001957394

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Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 378 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	4.8	$66M		132k	497.41	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.4	$60M	+4%	97k	620.90	View chart
Apple Stock (AAPL)	4.1	$57M		277k	205.17	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	3.5	$49M	+102%	699k	70.14	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	3.3	$46M	+121%	1.3M	34.43	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	3.2	$45M	-2%	474k	93.99	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.0	$42M		236k	176.23	View chart
Amazon Stock (AMZN)	2.6	$36M		163k	219.39	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.6	$36M		573k	62.02	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	2.4	$34M	+56%	559k	60.05	View chart
Nvidia Corporation Stock (NVDA)	2.4	$33M	-4%	212k	157.99	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.2	$31M	-3%	232k	133.04	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	2.1	$30M	+35%	345k	86.07	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$29M		59k	485.77	View chart
Meta Platforms Inc Cl A Stock (META)	2.0	$27M		37k	738.09	View chart
Vanguard Growth Etf Etf (VUG)	1.9	$26M	-2%	60k	438.40	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.8	$24M	-4%	286k	84.83	View chart
Visa Inc Com Cl A Stock (V)	1.7	$23M	-6%	65k	355.05	View chart
Mcdonalds Corp Stock (MCD)	1.6	$22M		75k	292.17	View chart
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX)	1.5	$21M	NEW	716k	28.83	View chart
Lowes Cos Stock (LOW)	1.5	$20M		92k	221.87	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	1.4	$19M	-2%	551k	35.28	View chart
Johnson & Johnson Stock (JNJ)	1.4	$19M		126k	152.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$18M	-15%	32k	568.04	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	1.3	$18M	+9%	585k	30.10	View chart
Dicks Sporting Goods Stock (DKS)	1.2	$16M	+2%	83k	197.81	View chart
Allspring Core Plus Etf Etf (APLU)	1.1	$15M	+80%	608k	24.94	View chart
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH)	1.1	$15M	NEW	759k	19.30	View chart
Pepsico Stock (PEP)	1.0	$14M	+2%	105k	132.04	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.9	$13M		47k	269.33	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.9	$13M	NEW	798k	15.91	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.9	$13M	NEW	509k	24.71	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$13M		195k	63.94	View chart
Vaneck Clo Etf Etf (CLOI)	0.8	$11M	-11%	211k	52.95	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.8	$11M	+103%	117k	91.73	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$9.4M		80k	117.17	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.6	$8.9M	+14%	220k	40.40	View chart
Broadcom Stock (AVGO)	0.6	$8.7M	+13%	32k	275.65	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.6	$8.4M	-22%	336k	25.05	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$8.2M		62k	132.81	View chart
BP Adr (BP)	0.6	$8.0M	-5%	268k	29.93	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.6	$7.9M	-68%	84k	93.79	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.5	$7.2M	-4%	290k	24.89	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$6.5M	-18%	100k	65.52	View chart
American Elec Pwr Stock (AEP)	0.4	$6.1M		59k	103.76	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$5.9M		21k	289.92	View chart
Vanguard Value Etf Etf (VTV)	0.4	$5.9M	-6%	33k	176.74	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.4	$5.6M	-3%	117k	47.75	View chart
Waste Connections Stock (WCN)	0.4	$5.5M	+4%	30k	186.72	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.4	$5.2M	+52%	26k	197.22	View chart
Chevron Corp Stock (CVX)	0.4	$5.1M	-6%	36k	143.19	View chart
Costco Whsl Corp Stock (COST)	0.4	$5.1M		5.1k	989.97	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$5.0M		28k	177.39	View chart
Progressive Corp Stock (PGR)	0.4	$5.0M	+15%	19k	266.86	View chart
Tjx Cos Stock (TJX)	0.4	$4.8M		39k	123.49	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$4.8M	-5%	65k	72.69	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$4.4M	-86%	44k	100.69	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.3	$4.3M		170k	25.35	View chart
Home Depot Stock (HD)	0.3	$4.0M	-2%	11k	366.65	View chart
Bank America Corp Stock (BAC)	0.3	$4.0M		84k	47.32	View chart
Philip Morris Intl Stock (PM)	0.3	$3.7M	-4%	21k	182.13	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.5M		12k	303.92	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$3.5M		145k	24.44	View chart
Eli Lilly & Co Stock (LLY)	0.3	$3.5M		4.5k	779.47	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$3.4M		32k	109.29	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$3.4M	+9%	12k	285.31	View chart
General Dynamics Corp Stock (GD)	0.2	$3.1M	-9%	11k	291.66	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$3.1M	-2%	5.1k	617.88	View chart
Procter And Gamble Stock (PG)	0.2	$3.1M		19k	159.32	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$3.1M		58k	52.60	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.9M		6.9k	424.60	View chart
Toast Inc Cl A Stock (TOST)	0.2	$2.9M		65k	44.29	View chart
American Express Stock (AXP)	0.2	$2.8M		8.6k	318.98	View chart
International Business Machs Stock (IBM)	0.2	$2.7M		9.2k	294.78	View chart
Abbott Labs Stock (ABT)	0.2	$2.7M	-4%	20k	136.01	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$2.6M	+154%	50k	52.37	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.5M		24k	107.80	View chart
Oracle Corp Stock (ORCL)	0.2	$2.5M	-2%	11k	218.63	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.5M		39k	62.74	View chart
Nextera Energy Stock (NEE)	0.2	$2.4M	+5%	35k	69.42	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.2	$2.4M	+23%	95k	25.10	View chart
Deere & Co Stock (DE)	0.2	$2.4M	-2%	4.7k	508.48	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$2.2M	-26%	38k	56.85	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.2M	+3%	3.9k	551.71	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.1M	+17%	3.8k	561.95	View chart
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX)	0.2	$2.1M	+24%	42k	49.74	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.1M		72k	29.21	View chart
Abbvie Stock (ABBV)	0.1	$2.1M		11k	185.63	View chart
Lam Research Corp Stock (LRCX)	0.1	$2.0M		21k	97.34	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$2.0M		25k	80.97	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$2.0M	+3%	40k	49.03	View chart
Disney Walt Stock (DIS)	0.1	$1.9M	-20%	16k	124.01	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.9M		38k	51.15	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.9M	+58%	6.9k	279.81	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.9M		26k	73.63	View chart
Honeywell Intl Stock (HON)	0.1	$1.9M	-5%	8.1k	232.87	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$1.9M		39k	47.44	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$1.9M		44k	42.38	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.1	$1.9M	NEW	29k	64.81	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.8M	+416%	6.5k	278.88	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$1.8M	NEW	19k	94.07	View chart
Qualcomm Stock (QCOM)	0.1	$1.8M	+2%	11k	159.25	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.7M	-7%	23k	77.53	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.7M	+2%	63k	27.04	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.7M	-4%	60k	28.05	View chart
Coca Cola Stock (KO)	0.1	$1.7M		24k	70.75	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.6M		33k	49.64	View chart
Walmart Stock (WMT)	0.1	$1.6M	+3%	17k	97.78	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.6M	-18%	15k	104.48	View chart
Merck & Co Stock (MRK)	0.1	$1.6M	-3%	20k	79.16	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M	-5%	11k	146.02	View chart
Proshares Ultrashort S&p500 Etf (SDS)	0.1	$1.5M		92k	16.65	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.5M		27k	53.97	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$1.5M	-2%	75k	19.65	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.4M		95k	15.27	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.4M		16k	89.06	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.4M	+103%	6.1k	236.98	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.4M	-2%	74k	19.52	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.4M		5.2k	276.38	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.1	$1.4M	-2%	69k	20.68	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.4M		17k	79.50	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M	-3%	2.4k	566.42	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.3M		9.0k	147.52	View chart
Travelers Companies Stock (TRV)	0.1	$1.3M	+2%	4.9k	267.56	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.3M	+13%	5.9k	218.49	View chart
Stryker Corporation Stock (SYK)	0.1	$1.3M		3.2k	395.63	View chart
Kkr & Co Stock (KKR)	0.1	$1.2M		9.4k	133.03	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.2M		27k	45.47	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.2M		14k	89.39	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.2M	-4%	3.9k	311.94	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.2M	-4%	20k	58.78	View chart
Tesla Stock (TSLA)	0.1	$1.2M	-8%	3.7k	317.69	View chart
Amgen Stock (AMGN)	0.1	$1.2M		4.2k	279.22	View chart
Texas Instrs Stock (TXN)	0.1	$1.2M	-4%	5.6k	207.63	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.2M		9.5k	122.60	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.2M	-2%	2.6k	440.62	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.2M	-3%	34k	34.48	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$1.2M		25k	46.24	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.2M	+4%	3.8k	308.36	View chart
Blackrock Stock (BLK)	0.1	$1.1M		1.1k	1049.13	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.1M	-4%	9.0k	126.51	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.1M		20k	57.01	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M	-3%	32k	34.80	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M		17k	65.50	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.1M	+6%	3.5k	304.83	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M		15k	69.02	View chart
S&p Global Stock (SPGI)	0.1	$1.1M	-2%	2.0k	527.18	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.1	$1.1M	-3%	86k	12.24	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.0M	-65%	9.5k	108.53	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.0M	+25%	6.7k	150.57	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$989k		2.1k	463.19	View chart
Ishares Silver Trust Etf (SLV)	0.1	$983k	-2%	30k	32.81	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$962k	-5%	7.2k	133.32	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$956k		4.9k	194.24	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.1	$937k		62k	15.04	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$934k	-3%	14k	67.22	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$927k		8.5k	109.20	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$912k	-6%	4.1k	224.92	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$907k		7.0k	128.92	View chart
American Tower Corp Reit (AMT)	0.1	$906k	+27%	4.1k	221.00	View chart
Fastenal Stock (FAST)	0.1	$894k	+108%	21k	42.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$890k		34k	26.50	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$888k	-3%	3.5k	253.23	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$876k	-3%	2.2k	405.50	View chart
Southern Stock (SO)	0.1	$875k		9.5k	91.83	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$871k		32k	27.67	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$869k	-2%	16k	54.31	View chart
Union Pac Corp Stock (UNP)	0.1	$839k	-10%	3.6k	230.11	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$808k	-2%	6.0k	134.79	View chart
Republic Svcs Stock (RSG)	0.1	$798k		3.2k	246.61	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$793k	+18%	10k	78.21	View chart
Roper Technologies Stock (ROP)	0.1	$789k	+3%	1.4k	566.84	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$780k	+3%	15k	50.68	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$775k	+3%	7.3k	106.34	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$770k	-3%	15k	52.76	View chart
Caterpillar Stock (CAT)	0.1	$767k		2.0k	388.13	View chart
Ge Aerospace Stock (GE)	0.1	$764k	+2%	3.0k	257.40	View chart
Advanced Micro Devices Stock (AMD)	0.1	$762k	+3%	5.4k	141.90	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$742k		5.5k	135.73	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$742k		8.1k	91.97	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$742k	-18%	17k	43.58	View chart
Cisco Sys Stock (CSCO)	0.1	$741k		11k	69.38	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$738k	-3%	3.2k	228.82	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$732k		3.8k	192.71	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$729k		1.00	728800.00	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$714k		13k	53.59	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$714k		2.9k	243.03	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$709k	-15%	9.7k	72.82	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$697k		8.3k	83.74	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$692k		6.9k	100.70	View chart
Danaher Corporation Stock (DHR)	0.0	$680k		3.4k	197.52	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$678k	+2%	2.3k	298.83	View chart
Foliobeyond Alternative Income And Interest Rate Hedge Etf Etf (RISR)	0.0	$673k	+70%	18k	36.57	View chart
Parker-hannifin Corp Stock (PH)	0.0	$667k		955.00	698.64	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$653k	-2%	1.8k	366.19	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$650k	+6%	6.6k	98.75	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$647k	+4%	18k	35.69	View chart
Intuit Stock (INTU)	0.0	$640k	+36%	812.00	787.63	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$619k	-4%	7.7k	80.10	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$614k	-2%	13k	47.84	View chart
Fair Isaac Corp Stock (FICO)	0.0	$612k		335.00	1827.96	View chart
Netflix Stock (NFLX)	0.0	$603k	+10%	450.00	1339.13	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$596k	-5%	2.5k	238.71	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$593k	NEW	7.9k	74.97	View chart
Adobe Stock (ADBE)	0.0	$575k		1.5k	386.81	View chart
Sei Invts Stock (SEIC)	0.0	$565k		6.3k	89.86	View chart
Intercontinental Exchange Stock (ICE)	0.0	$565k	-12%	3.1k	183.47	View chart
Goldman Sachs Group Stock (GS)	0.0	$556k		786.00	707.86	View chart
Illinois Tool Wks Stock (ITW)	0.0	$554k	+4%	2.2k	247.25	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$553k	-21%	3.7k	150.41	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$540k		12k	46.32	View chart
Cme Group Stock (CME)	0.0	$538k		2.0k	275.62	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$527k		5.6k	94.88	View chart
Fiserv Stock (FI)	0.0	$521k	+6%	3.0k	172.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$515k		2.5k	204.67	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$510k	-4%	16k	31.54	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$510k		5.4k	94.63	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$510k		4.1k	123.58	View chart
Revolution Medicines Stock (RVMD)	0.0	$505k		14k	36.79	View chart
Riot Platforms Stock (RIOT)	0.0	$499k		44k	11.30	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$497k		4.5k	110.10	View chart
The Cigna Group Stock (CI)	0.0	$494k		1.5k	330.58	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$493k	-7%	11k	46.29	View chart
Sherwin Williams Stock (SHW)	0.0	$492k	+7%	1.4k	343.39	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$492k		13k	37.51	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$490k	+3%	10k	48.86	View chart
Constellation Energy Corp Stock (CEG)	0.0	$489k		1.5k	322.76	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$487k	+7%	2.2k	221.25	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$474k	-5%	19k	25.30	View chart
Eaton Corp Stock (ETN)	0.0	$467k	+2%	1.3k	357.01	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$464k		1.4k	339.47	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$462k	+10%	576.00	801.81	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$460k		27k	17.12	View chart
Salesforce Stock (CRM)	0.0	$458k	-30%	1.7k	272.64	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$452k		5.3k	84.81	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$447k	-2%	3.9k	114.25	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$446k		1.9k	240.22	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$444k	+3%	2.4k	182.79	View chart
Colgate Palmolive Stock (CL)	0.0	$442k		4.9k	90.90	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$441k	-2%	7.4k	59.45	View chart
Blackstone Stock (BX)	0.0	$440k		2.9k	149.58	View chart
At&t Stock (T)	0.0	$438k	+7%	15k	28.94	View chart
Air Prods & Chems Stock (APD)	0.0	$428k		1.5k	282.09	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$425k	-3%	5.1k	82.91	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$422k		4.2k	100.42	View chart
Fedex Corp Stock (FDX)	0.0	$420k	-9%	1.8k	227.32	View chart
Motorola Solutions Stock (MSI)	0.0	$416k	+9%	989.00	420.46	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$416k	+3%	6.9k	60.03	View chart
Boston Scientific Corp Stock (BSX)	0.0	$415k	-3%	3.9k	107.41	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$412k	-6%	18k	23.45	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.0	$411k		9.0k	45.89	View chart
Copart Stock (CPRT)	0.0	$410k		8.4k	49.07	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$402k	+58%	4.9k	82.86	View chart
Nike Inc Cl B Stock (NKE)	0.0	$402k		5.7k	71.04	View chart
Starbucks Corp Stock (SBUX)	0.0	$401k		4.4k	91.64	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$400k	NEW	5.3k	76.04	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$399k		2.4k	164.46	View chart
Aflac Stock (AFL)	0.0	$396k		3.8k	105.45	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$392k		4.0k	97.27	View chart
Ge Vernova Stock (GEV)	0.0	$389k	-17%	735.00	529.15	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$383k		5.5k	69.09	View chart
Autozone Stock (AZO)	0.0	$379k	NEW	102.00	3712.23	View chart
Intel Corp Stock (INTC)	0.0	$378k	-17%	17k	22.40	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$377k		5.3k	70.42	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$372k	-40%	9.3k	40.11	View chart
Church & Dwight Stock (CHD)	0.0	$372k	+5%	3.9k	96.11	View chart
State Str Corp Stock (STT)	0.0	$360k		3.4k	106.34	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$357k	+21%	1.9k	188.61	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$357k		2.1k	169.38	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$356k	NEW	2.6k	136.32	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$352k		4.7k	74.89	View chart
Paychex Stock (PAYX)	0.0	$352k		2.4k	145.46	View chart
Ecolab Stock (ECL)	0.0	$350k	-28%	1.3k	269.44	View chart
Eversource Energy Stock (ES)	0.0	$348k	+17%	5.5k	63.62	View chart
Morgan Stanley Stock (MS)	0.0	$345k		2.5k	140.83	View chart
Uber Technologies Stock (UBER)	0.0	$341k	-7%	3.7k	93.30	View chart
Citigroup Stock (C)	0.0	$339k	-8%	4.0k	85.13	View chart
Intuitive Surgical Stock (ISRG)	0.0	$337k	-8%	620.00	543.41	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$336k	-4%	3.6k	93.86	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$332k	-7%	4.6k	72.68	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$329k		2.7k	121.64	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.0	$328k	+7%	14k	23.72	View chart
Paypal Hldgs Stock (PYPL)	0.0	$325k	-6%	4.4k	74.32	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$320k	-6%	1.8k	181.79	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$315k		1.9k	162.68	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$313k	NEW	6.9k	45.24	View chart
Mckesson Corp Stock (MCK)	0.0	$311k	+3%	424.00	732.78	View chart
Allstate Corp Stock (ALL)	0.0	$310k		1.5k	201.35	View chart
Emerson Elec Stock (EMR)	0.0	$307k		2.3k	133.31	View chart
Astera Labs Stock (ALAB)	0.0	$304k	NEW	3.4k	90.42	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$304k		1.8k	173.20	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$304k	-22%	3.1k	99.20	View chart
3M Stock (MMM)	0.0	$301k		2.0k	152.24	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.0	$301k		6.2k	48.62	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$299k		14k	21.02	View chart
Cameco Corp Stock (CCJ)	0.0	$299k	NEW	4.0k	74.23	View chart
Boeing Stock (BA)	0.0	$298k	+4%	1.4k	209.46	View chart
Arista Networks Stock (ANET)	0.0	$298k	-3%	2.9k	102.31	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$297k	-10%	1.2k	255.97	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$297k	-3%	1.3k	226.54	View chart
Spdr Ssga Ig Public & Private Credit Etf Etf (PRIV)	0.0	$295k	NEW	12k	25.19	View chart
Wells Fargo Stock (WFC)	0.0	$293k	+16%	3.7k	80.12	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$292k		1.5k	195.42	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$291k		3.1k	93.95	View chart
Altria Group Stock (MO)	0.0	$291k		5.0k	58.63	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$290k	-12%	2.8k	102.57	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$289k		577.00	499.98	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$287k	-18%	3.5k	81.65	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$286k		3.8k	75.82	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$279k		5.4k	51.36	View chart
Booking Holdings Stock (BKNG)	0.0	$278k	-4%	48.00	5789.25	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$274k	-5%	3.3k	82.94	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$274k	NEW	1.1k	246.51	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$273k	NEW	1.2k	227.01	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.0	$272k		5.2k	52.76	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$271k	-15%	3.1k	86.37	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$265k		5.4k	49.33	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$264k	-11%	3.5k	75.90	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$264k	+5%	2.9k	91.23	View chart
Phillips 66 Stock (PSX)	0.0	$262k	-6%	2.2k	119.30	View chart
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$261k	-31%	5.8k	44.67	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.0	$260k		6.7k	38.77	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$260k	NEW	644.00	404.13	View chart
Verizon Communications Stock (VZ)	0.0	$260k	-13%	6.0k	43.27	View chart
Trimble Stock (TRMB)	0.0	$259k		3.4k	75.98	View chart
Diageo Adr (DEO)	0.0	$259k		2.6k	100.83	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$256k		2.3k	110.61	View chart
Stag Indl Reit (STAG)	0.0	$254k		7.0k	36.28	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$254k	-43%	8.2k	31.01	View chart
L3harris Technologies Stock (LHX)	0.0	$252k	-5%	1.0k	250.74	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$252k	-87%	1.2k	217.33	View chart
Pfizer Stock (PFE)	0.0	$251k	-20%	10k	24.24	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$250k	+13%	3.0k	83.47	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$246k	+4%	1.4k	172.25	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$245k	-3%	3.1k	79.43	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$242k		611.00	396.54	View chart
Ares Capital Corp Cef (ARCC)	0.0	$241k		11k	21.96	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$235k		1.1k	215.85	View chart
Linde Stock (LIN)	0.0	$235k	-5%	500.00	469.49	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$233k	NEW	5.5k	42.60	View chart
Gilead Sciences Stock (GILD)	0.0	$232k		2.1k	110.87	View chart
Sempra Stock (SRE)	0.0	$229k		3.0k	75.78	View chart
Astrazeneca Adr (AZN)	0.0	$226k	-10%	3.2k	69.88	View chart
Ipg Photonics Corp Stock (IPGP)	0.0	$225k		3.3k	68.65	View chart
Global X Uranium Etf Etf (URA)	0.0	$225k	NEW	5.8k	38.81	View chart
Prologis Reit (PLD)	0.0	$224k		2.1k	105.12	View chart
Fortinet Stock (FTNT)	0.0	$224k	NEW	2.1k	105.72	View chart
Hercules Capital Cef (HTGC)	0.0	$224k	+2%	12k	18.28	View chart
Howmet Aerospace Stock (HWM)	0.0	$224k	NEW	1.2k	186.13	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$223k		3.1k	71.26	View chart
Planet Fitness Inc Cl A Stock (PLNT)	0.0	$223k	NEW	2.0k	109.05	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$221k		496.00	445.20	View chart
Duke Energy Corp Stock (DUK)	0.0	$220k		1.9k	117.99	View chart
Hershey Stock (HSY)	0.0	$218k	+2%	1.3k	165.95	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$218k	NEW	1.5k	142.31	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$215k		4.4k	48.65	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$215k	-2%	2.5k	86.87	View chart
Coca Cola Cons Stock (COKE)	0.0	$213k	+905%	1.9k	111.65	View chart
Oneok Stock (OKE)	0.0	$213k		2.6k	81.63	View chart
Ishares Gold Trust Etf (IAU)	0.0	$211k	-4%	3.4k	62.36	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$210k		14k	14.65	View chart
Kenvue Stock (KVUE)	0.0	$210k		10k	20.93	View chart
Yum Brands Stock (YUM)	0.0	$210k	-9%	1.4k	148.18	View chart
Labcorp Holdings Stock (LH)	0.0	$210k	NEW	799.00	262.51	View chart
Invesco Nasdaq Internet Etf Etf (PNQI)	0.0	$209k	NEW	4.0k	52.21	View chart
Applied Matls Stock (AMAT)	0.0	$209k	NEW	1.1k	182.99	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$204k	NEW	1.7k	118.93	View chart
Moodys Corp Stock (MCO)	0.0	$204k	NEW	407.00	501.59	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$202k	NEW	1.0k	195.01	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$201k	NEW	898.00	223.77	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$200k	-9%	9.6k	20.86	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$173k	+3%	25k	6.84	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$162k		10k	15.80	View chart
Barings Bdc Cef (BBDC)	0.0	$152k	+3%	17k	9.14	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$148k	+2%	10k	14.34	View chart
Sono Tek Corp Stock (SOTK)	0.0	$138k		37k	3.75	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$75k		23k	3.28	View chart
Denison Mines Corp Stock (DNN)	0.0	$20k		11k	1.82	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 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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