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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 GOOGL, AAPL, IVV, IJH, IJT, and represent 19.47% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$25M), LDRT (+$23M), FFLC (+$22M), POW (+$12M), XNTK (+$12M), AIRR (+$11M), HDV (+$8.2M), GMOI (+$7.5M), WCMI (+$7.4M), FFGX (+$7.0M).
Started 36 new stock positions in GRID, GMOI, PULS, BEDY, PANW, SLYG, JEPQ, SYY, PBDC, SPYG.
Reduced shares in these 10 stocks: SGOV (-$36M), LOW (-$19M), CTA (-$15M), HAP (-$9.5M), GCOW (-$8.9M), JPEF (-$8.7M), TAIL (-$8.3M), IDEF (-$7.5M), GLDM (-$7.1M), SAMT (-$6.5M).
Sold out of its positions in IDEF, BSX, TAIL, DFAC, GOAU, XOM, FCOM, SIL, ETH, Honeywell International. INTU, MTUM, ISTB, OKE, GCOW, CTA, TBUX, RISR, HAP, VCIT, GLDM, G.
Beaumont Financial Advisors was a net buyer of stock by $14M.
Beaumont Financial Advisors has $1.6B in assets under management (AUM), dropping by 7.94%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.8	$76M		212k	357.37	View chart
Apple Stock (AAPL)	4.7	$74M		255k	289.36	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.2	$66M	-3%	88k	748.89	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.9	$46M	+4%	591k	77.11	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.8	$45M		250k	178.60	View chart
Nvidia Corporation Stock (NVDA)	2.7	$42M		210k	200.09	View chart
Microsoft Corp Stock (MSFT)	2.6	$41M		111k	373.02	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	2.5	$39M	-14%	816k	47.73	View chart
Amazon Stock (AMZN)	2.3	$36M		151k	238.34	View chart
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX)	2.0	$31M	+29%	897k	34.78	View chart
Vanguard Growth Etf Etf (VUG)	1.9	$30M	+493%	344k	86.14	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.9	$29M	-55%	289k	100.67	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.8	$28M		57k	500.39	View chart
Johnson & Johnson Stock (JNJ)	1.8	$28M	-3%	111k	253.97	View chart
Vistashares Artificial Intelligence Supercycle Etf Etf (AIS)	1.7	$27M	-8%	320k	85.31	View chart
Ishares Ibonds 1-5 Year Treasury Ladder Etf Etf (LDRT)	1.7	$27M	+658%	1.1M	25.11	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$26M	+9%	38k	686.80	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.5	$23M		453k	51.05	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	1.5	$23M	-27%	285k	80.33	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	1.4	$23M		564k	40.23	View chart
Meta Platforms Inc Cl A Stock (META)	1.4	$23M		40k	563.29	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	1.4	$22M		308k	72.90	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	1.4	$22M	+49%	1.1M	19.57	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	1.4	$22M	NEW	372k	58.91	View chart
Visa Inc Com Cl A Stock (V)	1.3	$21M		62k	343.09	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.3	$21M	-18%	228k	91.64	View chart
Mcdonalds Corp Stock (MCD)	1.3	$20M		73k	270.31	View chart
Allspring Core Plus Etf Etf (APLU)	1.1	$18M	+2%	729k	24.60	View chart
Dicks Sporting Goods Stock (DKS)	1.1	$18M		78k	226.81	View chart
Vaneck Emerging Markets Bond Etf Etf (EMBX)	1.1	$17M	+13%	323k	51.31	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$15M		201k	75.79	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.9	$15M		507k	29.40	View chart
Vaneck Real Assets Etf Etf (RAAX)	0.9	$14M	-2%	353k	39.67	View chart
Vaneck Clo Etf Etf (CLOI)	0.9	$14M	+13%	255k	52.95	View chart
Vistashares Electrification Supercycle Etf Etf (POW)	0.8	$13M	+1499%	425k	30.99	View chart
Pepsico Stock (PEP)	0.8	$13M		97k	135.40	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	0.8	$12M	NEW	30k	390.65	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.7	$12M		43k	264.72	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.7	$11M	-3%	250k	45.52	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.7	$11M	NEW	82k	133.25	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$10M	+397%	375k	27.41	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$10M	-2%	29k	353.34	View chart
State Street Ig Public & Private Credit Etf Etf (PRIV)	0.6	$9.8M	+17%	389k	25.18	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.6	$9.7M		98k	98.59	View chart
First Trust Structured Credit Income Opportunities Etf Etf (SCIO)	0.6	$8.8M	+21%	427k	20.67	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$8.7M		56k	156.30	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.5	$8.2M	+19%	327k	25.09	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.5	$8.1M	-3%	78k	103.96	View chart
American Elec Pwr Stock (AEP)	0.5	$8.1M		59k	136.81	View chart
Gmo International Value Etf Etf (GMOI)	0.5	$7.5M	NEW	200k	37.48	View chart
Abbott Laboratories Stock (ABT)	0.5	$7.3M	+16%	80k	90.74	View chart
Lam Research Corp Stock (LRCX)	0.5	$7.1M		16k	433.33	View chart
Vanguard Value Etf Etf (VTV)	0.4	$6.8M	-8%	31k	217.93	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.4	$6.7M	+8%	267k	25.07	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.4	$6.3M	-8%	22k	285.58	View chart
Eli Lilly & Co Stock (LLY)	0.4	$5.7M		4.8k	1199.42	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.3	$5.3M		176k	30.17	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$5.3M	-2%	60k	87.88	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$5.3M		16k	327.33	View chart
Tjx Cos Stock (TJX)	0.3	$4.8M		32k	151.50	View chart
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH)	0.3	$4.8M		258k	18.44	View chart
Broadcom Stock (AVGO)	0.3	$4.4M		12k	377.74	View chart
Salesforce Stock (CRM)	0.3	$4.4M	-12%	28k	156.66	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$4.3M		6.6k	655.88	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$4.3M	+13%	5.7k	746.75	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$4.3M		145k	29.43	View chart
Advanced Micro Devices Stock (AMD)	0.3	$4.2M		7.3k	580.87	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$4.2M		28k	148.31	View chart
Vanguard Large-cap Etf Etf (VV)	0.3	$4.2M		12k	343.90	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$4.1M		72k	56.98	View chart
Nextera Energy Stock (NEE)	0.3	$4.0M	+23%	46k	87.77	View chart
Waste Connections Stock (WCN)	0.2	$3.9M	-29%	23k	166.69	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.2	$3.8M		145k	25.95	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$3.7M		8.7k	431.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$3.6M	-14%	9.8k	370.04	View chart
Philip Morris Intl Stock (PM)	0.2	$3.6M	+2%	20k	180.91	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$3.3M	+300%	26k	124.17	View chart
General Dynamics Corp Stock (GD)	0.2	$3.3M	-4%	9.2k	354.24	View chart
Chevron Corporation Stock (CVX)	0.2	$3.2M	-5%	19k	165.76	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$3.1M	+297%	67k	46.05	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$3.1M		3.3k	935.34	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$3.1M		52k	58.42	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$3.0M	-2%	37k	81.06	View chart
Deere & Co Stock (DE)	0.2	$3.0M		4.7k	634.28	View chart
Bobs Disc Furniture Stock (BOBS)	0.2	$3.0M	NEW	187k	15.82	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.9M	+305%	36k	80.57	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.2	$2.9M	+3%	115k	24.88	View chart
American Express Stock (AXP)	0.2	$2.8M		8.3k	338.25	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.7M	+16%	3.7k	736.48	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$2.6M	-2%	8.5k	303.12	View chart
Micron Technology Stock (MU)	0.2	$2.5M	+25%	2.2k	1154.12	View chart
Procter & Gamble Stock (PG)	0.2	$2.5M	-2%	17k	146.64	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.4M		71k	33.84	View chart
Exxonmobil Holdings Corp Stock	0.1	$2.3M	NEW	17k	136.72	View chart
Qualcomm Stock (QCOM)	0.1	$2.3M		12k	184.79	View chart
Home Depot Stock (HD)	0.1	$2.2M	-4%	6.3k	352.67	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$2.2M		59k	36.87	View chart
Intel Corp Stock (INTC)	0.1	$2.2M	-4%	16k	139.63	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$2.0M	-5%	42k	49.03	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$2.0M		25k	83.07	View chart
Coca Cola Stock (KO)	0.1	$2.0M		25k	81.27	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.0M	-6%	36k	56.48	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$2.0M		27k	73.41	View chart
International Business Machs Stock (IBM)	0.1	$2.0M		7.0k	281.21	View chart
Merck & Co Stock (MRK)	0.1	$2.0M		15k	128.50	View chart
Caterpillar Stock (CAT)	0.1	$1.9M	-3%	1.8k	1064.86	View chart
Abbvie Stock (ABBV)	0.1	$1.9M	-4%	7.7k	251.64	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.9M		86k	22.24	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$1.9M	-2%	101k	18.87	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.9M	-7%	25k	77.25	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.9M	+5%	64k	29.56	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.9M	-18%	3.0k	616.84	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.8M	-4%	35k	52.54	View chart
Toast Inc Cl A Stock (TOST)	0.1	$1.8M		65k	27.82	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.8M	+10%	3.4k	522.40	View chart
Tesla Stock (TSLA)	0.1	$1.7M		4.2k	420.62	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$1.7M	NEW	17k	102.84	View chart
Walmart Stock (WMT)	0.1	$1.7M	-14%	15k	113.26	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.6M		33k	50.58	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.6M	-9%	28k	58.51	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.6M	-14%	16k	99.61	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.6M	-9%	55k	29.30	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.6M		8.4k	190.19	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M		8.4k	189.73	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$1.6M	NEW	21k	76.56	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.6M		8.4k	185.23	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.6M	+3%	20k	79.03	View chart
Oracle Corp Stock (ORCL)	0.1	$1.5M		11k	146.55	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.5M	-5%	2.2k	703.45	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.5M	-2%	26k	58.33	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.5M	-4%	31k	49.18	View chart
Amgen Stock (AMGN)	0.1	$1.5M		4.1k	362.16	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.5M		29k	50.66	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.4M	-7%	2.3k	640.79	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.4M	-8%	7.6k	190.51	View chart
Texas Instrs Stock (TXN)	0.1	$1.4M	-10%	4.8k	298.09	View chart
Vicor Corp Stock (VICR)	0.1	$1.4M		3.8k	379.78	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.4M	-4%	13k	107.62	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$1.4M		12k	115.98	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.4M	-13%	2.7k	513.56	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.4M	-2%	55k	25.25	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$1.3M	+5%	29k	45.59	View chart
Vistashares Target 15 S&p 100 Distribution Etf Etf (SIOO)	0.1	$1.3M	+129%	68k	19.59	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$1.3M		659.00	1990.27	View chart
Progressive Corp Stock (PGR)	0.1	$1.3M		5.9k	218.44	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.3M		27k	46.99	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.2M		13k	96.43	View chart
Cisco Sys Stock (CSCO)	0.1	$1.2M		11k	117.46	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Etf (ACYN)	0.1	$1.2M	NEW	59k	20.79	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.2M	-4%	15k	79.41	View chart
Stryker Corporation Stock (SYK)	0.1	$1.2M		3.8k	314.84	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.2M	-2%	48k	24.23	View chart
Disney Walt Stock (DIS)	0.1	$1.2M	-4%	12k	96.25	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.2M	-2%	48k	24.22	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$1.2M	-2%	50k	23.16	View chart
Sprott Active Gold & Silver Miners Etf Etf (GBUG)	0.1	$1.2M		30k	39.05	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.1M	-3%	6.6k	173.58	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$1.1M		4.1k	273.63	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M	-8%	29k	38.86	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.1M		35k	31.71	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.1M	-26%	15k	71.25	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.1M		31k	34.81	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$1.1M		8.5k	127.81	View chart
Ge Aerospace Stock (GE)	0.1	$1.1M	+4%	2.9k	373.72	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.1M		19k	58.20	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M		10k	103.88	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$1.0M		18k	57.88	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.0M	+3%	18k	58.92	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.0M		31k	33.29	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.0M	-33%	2.0k	501.42	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$999k	-4%	6.3k	158.03	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$998k		9.3k	107.13	View chart
Union Pac Corp Stock (UNP)	0.1	$989k		3.6k	272.00	View chart
Ge Vernova Stock (GEV)	0.1	$965k	+5%	821.00	1175.00	View chart
Automatic Data Processing Stock (ADP)	0.1	$925k	-7%	4.1k	223.95	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$921k	-15%	5.8k	158.67	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$917k	-2%	11k	83.75	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$916k		3.7k	246.21	View chart
Fastenal Stock (FAST)	0.1	$912k		19k	48.03	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$901k		8.2k	110.32	View chart
Parker-hannifin Corp Stock (PH)	0.1	$892k	-7%	912.00	978.43	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$890k		5.5k	162.98	View chart
Unitedhealth Group Stock (UNH)	0.1	$886k	+2%	2.1k	415.54	View chart
Danaher Corp Del Stock (DHR)	0.1	$880k	+5%	4.6k	190.48	View chart
Riot Platforms Stock (RIOT)	0.1	$877k	+3%	32k	27.38	View chart
Kkr & Co Stock (KKR)	0.1	$869k		9.5k	91.78	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$858k		4.9k	176.32	View chart
Illinois Tool Wks Stock (ITW)	0.1	$844k		3.1k	270.47	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$842k	-30%	3.5k	242.43	View chart
Astera Labs Stock (ALAB)	0.1	$839k	NEW	1.7k	483.02	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$835k	+399%	9.5k	87.91	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.1	$835k		10k	81.51	View chart
Southern Stock (SO)	0.1	$828k		8.6k	95.71	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$827k	+4%	857.00	964.59	View chart
Spdr Gold Shares Etf (GLD)	0.1	$804k	-24%	2.2k	368.38	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$800k	-11%	15k	53.61	View chart
Ishares Silver Trust Etf (SLV)	0.0	$781k	-3%	15k	53.47	View chart
Applied Matls Stock (AMAT)	0.0	$770k	-7%	1.1k	723.10	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$766k	+100%	14k	56.16	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$766k	+11%	2.5k	303.00	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$756k	-30%	15k	50.57	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$752k	-22%	14k	52.41	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$749k		1.00	748850.00	View chart
Sherwin Williams Stock (SHW)	0.0	$731k		2.1k	344.32	View chart
Putnam Bdc Income Etf Etf (PBDC)	0.0	$726k	NEW	27k	27.21	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$715k		6.5k	109.77	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$714k		3.2k	222.88	View chart
Ciena Corp Stock (CIEN)	0.0	$708k	-8%	1.4k	490.56	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$695k		19k	36.13	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$692k		3.7k	188.10	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$686k	-14%	6.7k	103.22	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$683k		4.5k	152.19	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$673k	+5%	1.4k	477.42	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$670k		5.6k	120.71	View chart
Marvell Technology Stock (MRVL)	0.0	$649k	-7%	2.2k	297.93	View chart
S&p Global Stock (SPGI)	0.0	$647k	-7%	1.6k	407.15	View chart
Goldman Sachs Group Stock (GS)	0.0	$636k		629.00	1011.68	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$628k	+16%	2.9k	219.45	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$625k	+13%	2.6k	242.46	View chart
Motorola Solutions Stock (MSI)	0.0	$620k		1.5k	415.29	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$619k	-4%	3.9k	158.25	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$618k		16k	38.23	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$617k		8.2k	74.90	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$612k		4.5k	137.53	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$610k		13k	47.52	View chart
Honeywell Intl Stock (HON)	0.0	$606k	NEW	2.7k	223.90	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$606k		4.1k	147.74	View chart
Honeywell Aerospace Stock (HONA)	0.0	$598k	NEW	2.7k	221.08	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$593k		5.4k	110.15	View chart
Eaton Corp Stock (ETN)	0.0	$572k		1.3k	425.99	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$571k		13k	43.50	View chart
Church & Dwight Stock (CHD)	0.0	$571k		5.9k	96.88	View chart
Citigroup Stock (C)	0.0	$566k	+2%	4.0k	139.98	View chart
Roper Technologies Stock (ROP)	0.0	$566k	-7%	1.7k	338.40	View chart
Revolution Medicines Stock (RVMD)	0.0	$559k	-69%	3.0k	187.26	View chart
Sei Invts Stock (SEIC)	0.0	$552k		6.3k	87.71	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$549k	+6%	11k	51.85	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$546k		1.3k	409.54	View chart
Lowes Cos Stock (LOW)	0.0	$530k	-97%	2.4k	220.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$527k		6.4k	82.83	View chart
Linde Stock (LIN)	0.0	$520k		1.0k	518.87	View chart
Intercontinental Exchange Stock (ICE)	0.0	$517k	-5%	4.2k	123.11	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$505k		7.3k	69.50	View chart
Arista Networks Stock (ANET)	0.0	$504k	+4%	3.0k	169.91	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$498k	-2%	7.9k	62.87	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$496k		8.6k	57.62	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$494k		4.6k	106.47	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$491k		28k	17.84	View chart
Defiance Space And Connective Tech Etf Etf (UFOX)	0.0	$491k		5.2k	95.03	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$489k		5.7k	85.49	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$483k	-39%	948.00	509.28	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$474k	-10%	8.9k	53.50	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$471k		2.8k	165.40	View chart
Altria Group Stock (MO)	0.0	$450k	+31%	6.2k	71.95	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.0	$442k	+3%	4.0k	111.55	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$442k	+4%	5.7k	77.54	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$438k		4.4k	100.34	View chart
Starbucks Corp Stock (SBUX)	0.0	$438k	-8%	4.3k	102.18	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$438k		2.2k	197.60	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$436k		8.2k	53.11	View chart
American Tower Corp Reit (AMT)	0.0	$435k		2.7k	163.56	View chart
Travelers Companies Stock (TRV)	0.0	$435k	+2%	1.3k	330.14	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$429k	+5%	4.4k	96.58	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$422k	-2%	17k	24.55	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$422k		2.0k	212.75	View chart
Morgan Stanley Stock (MS)	0.0	$420k	-2%	2.0k	209.04	View chart
Kla Corp Stock (KLAC)	0.0	$420k	NEW	1.4k	301.61	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$420k		2.1k	202.64	View chart
Aflac Stock (AFL)	0.0	$419k	-6%	3.6k	117.26	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$418k		4.7k	89.01	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$417k		3.2k	131.43	View chart
Everpure Inc Cl A Stock (P)	0.0	$400k	-5%	5.1k	78.79	View chart
Cameco Corp Stock (CCJ)	0.0	$394k		3.9k	101.86	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.0	$389k	-21%	31k	12.52	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$388k		4.0k	96.37	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$386k		3.3k	117.28	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$384k		8.5k	45.11	View chart
Phillips 66 Stock (PSX)	0.0	$384k	+3%	2.3k	169.05	View chart
Constellation Energy Corp Stock (CEG)	0.0	$372k		1.5k	248.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$369k		1.6k	236.62	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$368k		4.0k	90.79	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$367k		1.2k	314.59	View chart
Netflix Stock (NFLX)	0.0	$366k	-2%	5.1k	71.39	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$365k	+3%	3.8k	96.45	View chart
Coca Cola Cons Stock (COKE)	0.0	$364k		1.9k	190.92	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$363k		2.7k	134.56	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$361k		2.9k	126.31	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$358k	+2%	2.9k	124.44	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.0	$356k	NEW	27k	13.01	View chart
Snowflake Stock (SNOW)	0.0	$355k	-27%	1.4k	254.50	View chart
Baron First Principles Etf Etf (RONB)	0.0	$352k	NEW	14k	24.40	View chart
Howmet Aerospace Stock (HWM)	0.0	$352k		1.3k	268.87	View chart
Ft Vest Laddered Autocallable Barrier & Resilient Income Etf Etf	0.0	$350k	NEW	17k	20.54	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$350k		8.9k	39.47	View chart
Boeing Stock (BA)	0.0	$347k	+13%	1.6k	216.45	View chart
Fortinet Stock (FTNT)	0.0	$346k	NEW	2.3k	153.62	View chart
Fqal Etf (FQAL)	0.0	$344k	+2%	4.2k	81.37	View chart
Analog Devices Stock (ADI)	0.0	$343k	-8%	864.00	397.39	View chart
Sandisk Corp Stock (SNDK)	0.0	$341k	NEW	150.00	2273.73	View chart
Emerson Elec Stock (EMR)	0.0	$340k	-2%	2.4k	143.13	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$340k		3.2k	104.93	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$339k		1.5k	227.06	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$337k		6.0k	56.22	View chart
Mckesson Corp Stock (MCK)	0.0	$320k	-5%	424.00	755.60	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$317k		7.0k	45.34	View chart
Blackstone Stock (BX)	0.0	$313k	+15%	2.7k	117.67	View chart
3M Stock (MMM)	0.0	$312k		1.9k	161.91	View chart
At&t Stock (T)	0.0	$309k		15k	20.70	View chart
Eversource Energy Stock (ES)	0.0	$308k		4.3k	72.27	View chart
Wells Fargo & Co Stock (WFC)	0.0	$307k	+6%	3.7k	82.63	View chart
Allstate Corp Stock (ALL)	0.0	$304k		1.3k	237.94	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$303k	+500%	3.7k	82.62	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.0	$299k		6.2k	48.35	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$299k	NEW	6.0k	49.55	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$296k		798.00	370.82	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$295k		580.00	509.31	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$292k		3.1k	94.86	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$286k	-11%	5.0k	57.67	View chart
Sempra Stock (SRE)	0.0	$283k		3.0k	92.71	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$277k		2.5k	112.10	View chart
The Cigna Group Stock (CI)	0.0	$276k		1.0k	275.68	View chart
Prologis Reit (PLD)	0.0	$273k		2.0k	135.47	View chart
L3harris Technologies Stock (LHX)	0.0	$271k	+53%	934.00	290.46	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$270k		2.9k	92.28	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$268k		5.8k	45.80	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$266k		1.9k	139.09	View chart
Vaneck Bitcoin Etf Etf (HODL)	0.0	$261k	+7%	16k	16.61	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$260k	NEW	4.2k	61.46	View chart
Duke Energy Corp Stock (DUK)	0.0	$259k		2.0k	126.58	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$259k		5.4k	48.15	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.0	$258k	-2%	6.0k	43.29	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$256k		1.5k	166.65	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$255k	-23%	2.2k	116.67	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$253k		1.0k	242.99	View chart
Global X Uranium Etf Etf (URA)	0.0	$249k		5.7k	43.70	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$245k	+4%	1.6k	156.95	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$243k		12k	21.03	View chart
Calamos Autocallable Growth Etf Etf	0.0	$240k	NEW	8.7k	27.71	View chart
Intuitive Surgical Stock (ISRG)	0.0	$240k	-8%	604.00	397.68	View chart
Palo Alto Networks Stock (PANW)	0.0	$239k	NEW	702.00	341.02	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.0	$236k	-2%	5.0k	47.15	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$231k	-3%	12k	19.61	View chart
Uber Technologies Stock (UBER)	0.0	$226k		3.1k	72.16	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$226k		1.4k	163.50	View chart
Sysco Corp Stock (SYY)	0.0	$226k	NEW	2.7k	83.58	View chart
Sono Tek Corp Stock (SOTK)	0.0	$224k		37k	6.12	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$224k	NEW	2.7k	82.10	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$224k	NEW	1.2k	184.53	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$223k	-4%	4.2k	52.59	View chart
Gilead Sciences Stock (GILD)	0.0	$223k	+4%	1.8k	126.37	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$222k	NEW	1.9k	119.14	View chart
Hercules Capital Cef (HTGC)	0.0	$222k	+6%	14k	15.77	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$218k		2.5k	88.53	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$213k		17k	12.80	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.0	$213k	NEW	7.8k	27.21	View chart
Ares Capital Corp Cef (ARCC)	0.0	$213k	-8%	12k	18.53	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$213k	NEW	1.1k	191.75	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$212k		484.00	437.64	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$211k		2.6k	81.16	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$211k	NEW	1.8k	119.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$211k	-33%	701.00	300.66	View chart
Booking Holdings Stock (BKNG)	0.0	$210k	+2081%	1.2k	178.28	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$209k		21k	9.81	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$207k	NEW	1.9k	109.13	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$205k	NEW	1.8k	111.31	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$205k	-3%	11k	19.52	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$205k	-19%	412.00	496.73	View chart
Bny Mellon Enhanced Dividend And Income Etf Etf (BEDY)	0.0	$204k	NEW	7.0k	29.01	View chart
Verizon Communications Stock (VZ)	0.0	$204k	-2%	4.8k	42.34	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$204k	NEW	3.0k	68.41	View chart
Vaneck Agribusiness Etf Etf (MOO)	0.0	$204k	NEW	2.6k	79.20	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$203k	NEW	4.0k	50.23	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$201k		1.3k	155.13	View chart
Kenvue Stock (KVUE)	0.0	$198k		10k	19.11	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$196k	-9%	15k	12.88	View chart
Barings Bdc Cef (BBDC)	0.0	$160k	+3%	19k	8.52	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$126k	+3%	12k	10.87	View chart
Crescent Cap Bdc Stock (CCAP)	0.0	$118k	+3%	11k	10.92	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$109k	+3%	10k	10.53	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$105k		21k	5.02	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$104k	+5%	30k	3.47	View chart
Denison Mines Corp Stock (DNN)	0.0	$33k		11k	3.06	View chart
Fury Gold Mines Stock (FURY)	0.0	$6.5k		12k	0.54	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 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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