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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, SGOV, GOOGL, IVV, MSFT, and represent 20.06% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$17M), CTA (+$15M), GCOW (+$8.9M), TAIL (+$8.3M), PRIV (+$7.7M), IDEF (+$7.5M), SCIO (+$7.2M), RAAX (+$6.9M), AIS (+$6.1M), CRM (+$5.7M).
Started 24 new stock positions in IDEF, IBDS, CTA, TAIL, SIL, LDRT, SCIO, VZ, GCOW, MRVL. MAR, MGV, GOAU, TPL, CGBD, STZ, GILD, VT, IBDR, CCAP, LHX, IBDU, OKE, SIOO.
Reduced shares in these 10 stocks: JQUA (-$34M), JGRO (-$22M), TCAF (-$20M), OMAH (-$10M), JPEF (-$8.6M), APLU (-$5.4M), UCON, BP, SAMT, GOOGL.
Sold out of its positions in ADBE, APP, ARES, AZO, BP, BLK, DECK, DASH, FICO, FDX.
Beaumont Financial Advisors was a net seller of stock by $-12M.
Beaumont Financial Advisors has $1.5B in assets under management (AUM), dropping by -4.14%.
Central Index Key (CIK): 0001957394

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Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 369 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.5	$65M		257k	253.79	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	4.5	$65M	+34%	647k	100.66	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.2	$62M	-3%	215k	287.56	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.1	$59M		91k	653.21	View chart
Microsoft Corp Stock (MSFT)	2.8	$40M		109k	370.17	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.6	$38M		565k	67.53	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	2.6	$37M	-7%	952k	39.27	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.5	$36M		249k	144.71	View chart
Nvidia Corporation Stock (NVDA)	2.5	$36M		206k	174.40	View chart
Amazon Stock (AMZN)	2.2	$32M		153k	208.27	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	1.9	$28M	-23%	393k	71.81	View chart
Johnson & Johnson Stock (JNJ)	1.9	$28M	-2%	115k	244.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.9	$27M		57k	479.20	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	1.9	$27M	-3%	565k	47.72	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	1.8	$26M		445k	59.03	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	1.8	$26M	+24%	282k	91.64	View chart
Vanguard Growth Etf Etf (VUG)	1.7	$25M		58k	436.79	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$23M		40k	572.13	View chart
Mcdonalds Corp Stock (MCD)	1.6	$23M		73k	310.79	View chart
Fidelity Fundamental Global Ex-u.s. Etf Etf (FFGX)	1.5	$21M		695k	30.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$21M	+13%	35k	597.55	View chart
Lowes Cos Stock (LOW)	1.4	$20M	-3%	87k	236.28	View chart
Visa Inc Com Cl A Stock (V)	1.3	$19M		63k	302.24	View chart
Allspring Core Plus Etf Etf (APLU)	1.2	$18M	-23%	711k	24.68	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	1.2	$17M	+13%	313k	54.65	View chart
Dicks Sporting Goods Stock (DKS)	1.1	$16M		79k	198.29	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	1.0	$15M	NEW	501k	30.22	View chart
Pepsico Stock (PEP)	1.0	$15M		98k	155.29	View chart
Vaneck Real Assets Etf Etf (RAAX)	1.0	$15M	+87%	363k	40.71	View chart
Vistashares Artificial Intelligence Supercycle Etf Etf (AIS)	1.0	$15M	+71%	351k	41.91	View chart
Vaneck Emerging Markets Bond Etf Etf (EMBX)	1.0	$14M	+6%	286k	50.11	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$14M		198k	70.18	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.9	$14M	-4%	259k	52.76	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.9	$13M		505k	25.55	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.9	$13M		767k	16.77	View chart
Vaneck Clo Etf Etf (CLOI)	0.8	$12M	+8%	224k	52.70	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.7	$10M	-4%	44k	234.03	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$10M		75k	135.72	View chart
Vaneck Natural Resources Etf Etf (HAP)	0.7	$9.5M	+43%	131k	72.47	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.6	$8.9M	NEW	193k	46.24	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$8.6M		57k	151.41	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$8.4M	+3%	29k	286.86	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.6	$8.4M	-72%	99k	84.52	View chart
State Street Ig Public & Private Credit Etf Etf (PRIV)	0.6	$8.3M	+1113%	331k	25.23	View chart
Cambria Tail Risk Etf Etf (TAIL)	0.6	$8.3M	NEW	711k	11.71	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.5	$7.8M		80k	96.70	View chart
American Elec Pwr Stock (AEP)	0.5	$7.7M		59k	131.08	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.5	$7.5M	NEW	229k	32.72	View chart
First Trust Structured Credit Income Opportunities Etf Etf (SCIO)	0.5	$7.2M	NEW	351k	20.64	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$7.1M	-19%	77k	92.69	View chart
Abbott Laboratories Stock (ABT)	0.5	$7.1M	+193%	69k	102.67	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.5	$6.9M	+190%	274k	25.14	View chart
Vanguard Value Etf Etf (VTV)	0.5	$6.7M	+2%	34k	196.20	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.4	$6.2M	-3%	176k	35.44	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.4	$6.1M	-22%	245k	25.04	View chart
Salesforce Stock (CRM)	0.4	$6.0M	+1905%	32k	186.67	View chart
Waste Connections Stock (WCN)	0.4	$5.4M	+2%	33k	162.44	View chart
Tjx Cos Stock (TJX)	0.4	$5.1M	-4%	32k	159.70	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$5.1M	+3%	24k	208.05	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$4.7M		62k	76.54	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$4.7M	-4%	16k	294.15	View chart
Vistashares Target 15 Berkshire Select Income Etf Etf (OMAH)	0.3	$4.6M	-68%	256k	18.02	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.3	$4.4M	+48%	147k	29.99	View chart
Eli Lilly & Co Stock (LLY)	0.3	$4.3M		4.7k	919.70	View chart
Chevron Corporation Stock (CVX)	0.3	$4.2M	-13%	20k	206.90	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$3.7M		145k	25.64	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.7M		12k	320.81	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$3.6M		12k	298.85	View chart
Genpact Stock (G)	0.2	$3.6M	+18%	97k	37.25	View chart
Ishares Ibonds 1-5 Year Treasury Ladder Etf Etf (LDRT)	0.2	$3.6M	NEW	141k	25.25	View chart
Broadcom Stock (AVGO)	0.2	$3.5M	-16%	11k	309.51	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$3.5M	-9%	28k	124.31	View chart
Bank America Corp Stock (BAC)	0.2	$3.5M	-2%	72k	48.75	View chart
Lam Research Corp Stock (LRCX)	0.2	$3.5M	-21%	16k	213.66	View chart
Nextera Energy Stock (NEE)	0.2	$3.4M	+4%	37k	92.88	View chart
General Dynamics Corp Stock (GD)	0.2	$3.3M	-5%	9.6k	343.22	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$3.3M	+7%	3.3k	996.30	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$3.3M		5.0k	650.36	View chart
Philip Morris Intl Stock (PM)	0.2	$3.2M	-9%	20k	165.34	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$3.2M	+2%	53k	59.07	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.9M	-5%	17k	169.66	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.8M		6.6k	426.40	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	0.2	$2.7M	-59%	110k	24.77	View chart
Deere & Co Stock (DE)	0.2	$2.7M		4.7k	563.29	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.6M		38k	68.28	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.6M	+12%	8.9k	287.18	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$2.5M		6.6k	383.39	View chart
American Express Stock (AXP)	0.2	$2.5M		8.3k	302.48	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.2	$2.5M	-23%	103k	24.39	View chart
Procter & Gamble Stock (PG)	0.2	$2.5M	-3%	17k	144.44	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$2.3M	+4%	8.7k	261.93	View chart
Walmart Stock (WMT)	0.2	$2.2M	-5%	18k	124.28	View chart
Home Depot Stock (HD)	0.1	$2.2M	-3%	6.6k	328.89	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.1M	-5%	38k	56.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$2.1M		72k	29.13	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$2.1M	-12%	61k	34.02	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$2.0M		25k	81.98	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$2.0M		44k	44.63	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$2.0M		27k	73.64	View chart
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX)	0.1	$1.9M	-7%	39k	49.75	View chart
Coca Cola Stock (KO)	0.1	$1.9M		25k	76.05	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.9M	+652%	37k	52.33	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.9M	+8%	27k	70.36	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$1.9M		60k	30.96	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.8M	-10%	3.2k	577.21	View chart
Merck & Co Stock (MRK)	0.1	$1.8M		15k	120.29	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.8M	+11%	31k	57.64	View chart
Abbvie Stock (ABBV)	0.1	$1.7M	-2%	8.0k	217.48	View chart
Toast Inc Cl A Stock (TOST)	0.1	$1.7M		65k	26.51	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.7M	-6%	87k	19.56	View chart
International Business Machs Stock (IBM)	0.1	$1.7M	-15%	6.9k	242.39	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.1	$1.7M	+18%	24k	68.12	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.7M	+6%	19k	86.52	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.6M	+14%	61k	26.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.6M	-10%	33k	49.89	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$1.6M		12k	133.19	View chart
Qualcomm Stock (QCOM)	0.1	$1.6M		12k	128.78	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M	-6%	8.2k	192.90	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.6M	-11%	3.1k	499.73	View chart
Oracle Corp Stock (ORCL)	0.1	$1.5M	-6%	10k	147.11	View chart
Tesla Stock (TSLA)	0.1	$1.5M	+2%	4.1k	371.78	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M	+4%	19k	79.27	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.5M	+48%	3.1k	491.57	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.1	$1.5M		27k	55.67	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.5M	-4%	14k	106.15	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.5M		7.2k	203.43	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$1.5M		29k	49.99	View chart
Amgen Stock (AMGN)	0.1	$1.5M	-2%	4.2k	351.81	View chart
Carpenter Technology Corp Stock (CRS)	0.1	$1.5M	-11%	3.7k	394.15	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M		2.3k	616.82	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.4M	-7%	8.7k	164.13	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.4M	+6%	56k	25.33	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.4M		8.4k	168.85	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.4M	+8%	3.0k	463.22	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$1.4M	-13%	8.4k	161.73	View chart
Sprott Active Gold & Silver Miners Etf Etf (GBUG)	0.1	$1.4M		30k	45.44	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.3M	+9%	21k	64.08	View chart
Caterpillar Stock (CAT)	0.1	$1.3M	-2%	1.9k	708.46	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$1.3M	-2%	32k	40.10	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.3M		27k	46.43	View chart
Honeywell Intl Stock (HON)	0.1	$1.3M	-13%	5.6k	226.05	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$1.3M	+4%	28k	45.81	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.2M		2.9k	430.29	View chart
Stryker Corporation Stock (SYK)	0.1	$1.2M		3.7k	328.59	View chart
Disney Walt Stock (DIS)	0.1	$1.2M	-9%	13k	96.38	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.2M	NEW	50k	24.24	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.2M	NEW	50k	24.24	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$1.2M	NEW	51k	23.26	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.2M	-2%	31k	38.42	View chart
Progressive Corp Stock (PGR)	0.1	$1.2M	+2%	5.8k	198.23	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.1M	-10%	13k	88.70	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M		16k	71.75	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M		32k	35.19	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.1M	-11%	8.3k	132.89	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.1M	-16%	19k	58.54	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.1M	-16%	22k	50.61	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.1M	+5%	35k	30.68	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.1M		5.0k	213.66	View chart
Texas Instrs Stock (TXN)	0.1	$1.0M		5.4k	194.13	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$1.0M		9.3k	110.86	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.0M	-4%	15k	68.14	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.0M	-5%	6.8k	146.61	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$990k	-18%	10k	97.13	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$978k		6.6k	148.10	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.1	$975k	+6%	18k	54.93	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$973k		4.1k	236.33	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$970k	+26%	19k	52.56	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$955k		31k	30.50	View chart
Revolution Medicines Stock (RVMD)	0.1	$953k	-6%	9.8k	97.25	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$945k	+11%	1.6k	604.50	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$931k		8.5k	109.69	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$918k		6.8k	134.65	View chart
Automatic Data Processing Stock (ADP)	0.1	$907k	+4%	4.5k	203.16	View chart
Union Pac Corp Stock (UNP)	0.1	$898k	+8%	3.7k	242.65	View chart
Fastenal Stock (FAST)	0.1	$897k	-4%	19k	46.40	View chart
Parker-hannifin Corp Tted (PH)	0.1	$882k	+2%	985.00	895.58	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$867k	+6%	657.00	1320.13	View chart
Kkr & Co Stock (KKR)	0.1	$867k		9.4k	92.50	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$861k		17k	50.81	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$847k		11k	75.10	View chart
Southern Stock (SO)	0.1	$840k		8.7k	96.52	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$835k	-62%	17k	49.37	View chart
Danaher Corp Del Stock (DHR)	0.1	$827k	-2%	4.4k	189.59	View chart
Illinois Tool Wks Stock (ITW)	0.1	$825k		3.2k	260.29	View chart
Cisco Sys Stock (CSCO)	0.1	$819k	-3%	11k	77.59	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$802k		2.4k	328.67	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$794k		8.2k	97.23	View chart
Ge Aerospace Stock (GE)	0.1	$785k	+4%	2.8k	283.80	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$781k		5.5k	143.23	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$773k		17k	46.07	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$765k		3.7k	205.80	View chart
S&p Global Stock (SPGI)	0.1	$731k	-3%	1.7k	425.37	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$725k		3.2k	229.79	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$723k		6.8k	106.01	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$722k		16k	44.62	View chart
Intel Corp Stock (INTC)	0.0	$719k	-7%	16k	44.13	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$718k		1.00	718140.00	View chart
Intercontinental Exchange Stock (ICE)	0.0	$701k		4.5k	157.28	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$698k	+3%	1.9k	367.35	View chart
Sherwin Williams Stock (SHW)	0.0	$690k		2.2k	320.57	View chart
Ge Vernova Stock (GEV)	0.0	$677k	+6%	776.00	872.90	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$659k		7.8k	84.91	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$655k		4.5k	145.93	View chart
Motorola Solutions Stock (MSI)	0.0	$648k		1.5k	433.97	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$644k		5.6k	116.04	View chart
Vistashares Electrification Supercycle Etf Etf (POW)	0.0	$644k	+93%	27k	24.24	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$642k		10k	62.70	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$641k	-5%	6.6k	96.47	View chart
Roper Technologies Stock (ROP)	0.0	$639k		1.8k	353.86	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$620k	-3%	4.9k	126.35	View chart
Ciena Corp Stock (CIEN)	0.0	$614k	+22%	1.6k	388.23	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$613k	+2%	8.1k	75.49	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$611k		13k	47.59	View chart
Vicor Corp Stock (VICR)	0.0	$606k		3.8k	161.00	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$602k	-8%	8.2k	73.14	View chart
Micron Technology Stock (MU)	0.0	$591k	+11%	1.7k	337.82	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$573k		13k	43.66	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$571k		3.7k	155.12	View chart
Unitedhealth Group Stock (UNH)	0.0	$563k	-4%	2.1k	270.57	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$560k		19k	29.08	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$558k	-2%	2.8k	198.30	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$551k		5.4k	102.25	View chart
Church & Dwight Stock (CHD)	0.0	$550k		5.9k	93.32	View chart
Vistashares Target 15 S&p 100 Distribution Etf Etf (SIOO)	0.0	$545k	NEW	29k	18.57	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$539k		4.1k	132.50	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$538k	+27%	2.3k	237.63	View chart
Goldman Sachs Group Stock (GS)	0.0	$537k		635.00	846.32	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$529k	-16%	9.8k	53.77	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$528k	-4%	8.7k	60.65	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$524k	-23%	10k	52.64	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$523k	-5%	4.1k	127.73	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$507k		18k	28.71	View chart
Linde Stock (LIN)	0.0	$506k	+3%	1.0k	495.59	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$505k	-3%	5.4k	93.00	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$504k		4.5k	113.11	View chart
Netflix Stock (NFLX)	0.0	$503k		5.2k	96.15	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$500k	+34%	8.2k	61.26	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$496k	+9%	2.3k	218.78	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$495k	-13%	4.6k	106.50	View chart
Sei Invts Stock (SEIC)	0.0	$494k		6.3k	78.47	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.0	$488k	-20%	39k	12.40	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$484k		28k	17.54	View chart
Eaton Corp Stock (ETN)	0.0	$476k		1.3k	357.64	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$475k		1.3k	356.67	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$473k	+6%	2.5k	191.84	View chart
American Tower Corp Reit (AMT)	0.0	$460k	-6%	2.7k	172.59	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$455k		7.3k	62.64	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$454k	+4%	1.3k	338.03	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$453k		3.2k	142.85	View chart
Citigroup Stock (C)	0.0	$447k		3.9k	113.42	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$444k	-2%	6.4k	69.75	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$441k	+3%	5.7k	77.11	View chart
At&t Stock (T)	0.0	$438k		15k	28.99	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$434k	-18%	4.3k	100.37	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$430k		6.0k	71.61	View chart
Constellation Energy Corp Stock (CEG)	0.0	$424k		1.5k	279.26	View chart
Cameco Corp Stock (CCJ)	0.0	$420k		3.9k	108.61	View chart
Aflac Stock (AFL)	0.0	$419k		3.8k	109.70	View chart
Starbucks Corp Stock (SBUX)	0.0	$419k	+6%	4.7k	89.60	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$415k	-4%	2.8k	146.28	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$408k	-4%	2.2k	184.28	View chart
Phillips 66 Stock (PSX)	0.0	$400k		2.2k	182.18	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$396k		580.00	682.24	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$393k	-10%	4.7k	83.57	View chart
Applied Matls Stock (AMAT)	0.0	$392k	-2%	1.1k	341.69	View chart
Mckesson Corp Stock (MCK)	0.0	$389k	+5%	449.00	865.36	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$388k	+3%	2.0k	191.95	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$386k		4.0k	95.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$382k	-12%	4.2k	90.52	View chart
Riot Platforms Stock (RIOT)	0.0	$381k		31k	12.36	View chart
Travelers Companies Stock (TRV)	0.0	$374k	-5%	1.3k	291.75	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$373k		2.1k	180.02	View chart
Coca Cola Cons Stock (COKE)	0.0	$366k		1.9k	191.74	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$359k		3.3k	108.98	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.0	$352k		5.2k	68.18	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$352k		8.9k	39.73	View chart
Arista Networks Stock (ANET)	0.0	$348k	-2%	2.8k	122.78	View chart
Morgan Stanley Stock (MS)	0.0	$339k		2.1k	164.53	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$338k		3.6k	92.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$336k	-37%	1.6k	215.06	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$334k		1.2k	287.00	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$326k	-4%	3.9k	82.75	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$321k	+2%	820.00	391.78	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$320k	-14%	4.0k	79.06	View chart
Emerson Elec Stock (EMR)	0.0	$319k	+3%	2.4k	131.03	View chart
Everpure Inc Cl A Stock (PSTG)	0.0	$318k	+21%	5.4k	59.04	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$316k	-2%	6.9k	45.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$316k		1.5k	211.15	View chart
Altria Group Stock (MO)	0.0	$314k		4.8k	65.99	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.0	$307k		16k	19.86	View chart
Intuitive Surgical Stock (ISRG)	0.0	$306k	+2%	663.00	460.99	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$305k		2.8k	107.31	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.0	$303k	+18%	3.8k	79.54	View chart
Analog Devices Stock (ADI)	0.0	$302k	+9%	949.00	318.04	View chart
Howmet Aerospace Stock (HWM)	0.0	$300k	+7%	1.3k	230.46	View chart
Fqal Etf (FQAL)	0.0	$299k		4.1k	72.61	View chart
Sempra Stock (SRE)	0.0	$297k		3.1k	97.19	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.0	$296k		6.2k	47.82	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$295k		2.7k	109.36	View chart
Eversource Energy Stock (ES)	0.0	$293k		4.2k	69.28	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$291k		2.9k	102.14	View chart
Snowflake Stock (SNOW)	0.0	$289k	+46%	1.9k	150.82	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$288k	NEW	1.9k	150.00	View chart
3M Stock (MMM)	0.0	$281k		1.9k	145.23	View chart
Boeing Stock (BA)	0.0	$280k	-2%	1.4k	198.96	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$280k	+2%	4.4k	63.15	View chart
Vaneck Bitcoin Etf Etf (HODL)	0.0	$280k		15k	19.16	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$279k		3.0k	93.97	View chart
Wells Fargo & Co Stock (WFC)	0.0	$277k	-4%	3.5k	79.61	View chart
Global X Uranium Etf Etf (URA)	0.0	$276k		5.7k	48.43	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$272k	+6%	5.6k	48.32	View chart
Allstate Corp Stock (ALL)	0.0	$270k	-21%	1.3k	207.38	View chart
The Cigna Group Stock (CI)	0.0	$267k		1.0k	266.75	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$265k		5.8k	45.34	View chart
Duke Energy Corp Stock (DUK)	0.0	$265k	+2%	2.0k	130.94	View chart
Blackstone Stock (BX)	0.0	$264k	-22%	2.3k	114.99	View chart
Prologis Reit (PLD)	0.0	$264k		2.0k	132.18	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$263k	+12%	1.1k	247.93	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$263k	-16%	1.3k	202.98	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$263k	NEW	803.00	327.15	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$262k		3.1k	85.16	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.0	$254k		6.1k	41.79	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$249k		611.00	407.69	View chart
Verizon Communications Stock (VZ)	0.0	$249k	NEW	5.0k	50.20	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$243k		12k	21.03	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.0	$243k	-87%	5.1k	47.30	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$243k		3.2k	75.09	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$240k	-83%	12k	19.63	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$238k	NEW	2.6k	90.08	View chart
Foliobeyond Alternative Income And Interest Rate Hedge Etf Etf (RISR)	0.0	$238k	-47%	6.6k	36.22	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$237k		2.5k	95.97	View chart
Gilead Sciences Stock (GILD)	0.0	$235k	NEW	1.7k	139.37	View chart
Marvell Technology Stock (MRVL)	0.0	$233k	NEW	2.4k	99.06	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$232k		5.4k	43.28	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$231k	NEW	487.00	474.56	View chart
Uber Technologies Stock (UBER)	0.0	$229k	-3%	3.2k	71.93	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$228k	+4%	510.00	446.54	View chart
Booking Holdings Stock (BKNG)	0.0	$227k	+3%	54.00	4210.87	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$226k		1.5k	147.54	View chart
Boston Scientific Corp Stock (BSX)	0.0	$226k	-7%	3.6k	62.75	View chart
Ares Capital Corp Cef (ARCC)	0.0	$226k		13k	18.02	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$226k	-2%	1.0k	217.25	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$221k		4.6k	48.46	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$213k	-85%	11k	19.53	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$213k		17k	12.66	View chart
Intuit Stock (INTU)	0.0	$212k	-43%	491.00	432.50	View chart
L3harris Technologies Stock (LHX)	0.0	$209k	NEW	607.00	344.92	View chart
Oneok Stock (OKE)	0.0	$209k	NEW	2.3k	90.37	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$209k	-5%	2.6k	80.95	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$208k	+3%	865.00	239.85	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$206k	NEW	1.5k	138.32	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$205k		17k	12.33	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$203k		2.5k	82.42	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$202k		8.5k	23.81	View chart
U.s. Global Go Gold And Precious Metal Miners Etf Etf (GOAU)	0.0	$201k	NEW	4.5k	44.36	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$201k		5.2k	38.86	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$200k	NEW	1.4k	144.93	View chart
Hercules Capital Cef (HTGC)	0.0	$196k	+3%	13k	14.77	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$184k		21k	8.66	View chart
Kenvue Stock (KVUE)	0.0	$178k		10k	17.24	View chart
Barings Bdc Cef (BBDC)	0.0	$150k	+3%	18k	8.23	View chart
Sono Tek Corp Stock (SOTK)	0.0	$149k		37k	4.06	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$128k	+4%	28k	4.49	View chart
Crescent Cap Bdc Stock (CCAP)	0.0	$127k	NEW	10k	12.15	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$124k	+2%	11k	11.06	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$115k		21k	5.51	View chart
Carlyle Secured Lending Cef (CGBD)	0.0	$110k	NEW	10k	10.94	View chart
Denison Mines Corp Stock (DNN)	0.0	$38k		11k	3.53	View chart
Fury Gold Mines Stock (FURY)	0.0	$7.3k		12k	0.61	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 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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