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Strategas Macro Thematic Opportunities Etf shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Strategas Macro Thematic Opportunities Etf (SAMT) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Strategas Macro Thematic Opportunities Etf

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Quarterly reported holdings in Strategas Macro Thematic Opportunities Etf by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 402k 27.75
2024-06-30 $11M 400k 26.17
2024-03-31 $10M 411k 25.38
2023-12-31 $9.7M 421k 23.05
2023-09-30 $9.8M 439k 22.43
2023-06-30 $11M 470k 23.33
2023-03-31 $11M 495k 22.33
2022-12-31 $19M 815k 23.10

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Envestnet Asset Management
Triangle Securities Wealth Management
Aptus Capital Advisors
Archford Capital Strategies
Armor Investment Advisors
Fortem Financial Group
Greenwich Wealth Management
Cambridge Advisors
Captrust Financial Advisors
Stifel Financial
Jaffetilchin Investment Partners
Fiduciary Trust Company
Mutual Advisors
Atlantic Trust

View all funds holding Strategas Macro Thematic Opportunities Etf