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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
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 (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 Strategas Macro Thematic Opportunities Etf

Beaumont Financial Advisors
Baird Financial
Triangle Securities Wealth Management
Archford Capital Strategies
CI Private Wealth
Fortem Financial Group
Armor Investment Advisors
Greenwich Wealth Management
Cambridge Advisors
Captrust Financial Advisors
Fiduciary Trust Company
Mutual Advisors
UBS Group
Parallel Advisors

View all funds holding Strategas Macro Thematic Opportunities Etf