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Ishares Tr core div grwth shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 223k 53.82
2023-09-30 $13M 252k 49.53
2023-06-30 $13M 251k 51.53
2023-03-31 $12M 229k 49.99
2022-12-31 $12M 230k 50.00

More positions owned by Beaumont Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded Active Growth (JGRO)
Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Capital Investment Advisors
Commonwealth Equity Services
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Advisor Group Holdings
Jpmorgan Chase & Co
HighTower Advisors
Raymond James & Associates

View all funds holding Ishares Tr core div grwth