Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Beaumont Financial Advisors

Latest statistics and disclosures from Beaumont Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, IVV, JGRO, GOOGL, and represent 19.36% of Beaumont Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$27M), Blackstone Private Credit Fund (+$26M), IVV (+$13M), BP (+$6.7M), MOAT (+$6.2M), JGRO (+$6.0M), BABA (+$5.8M), Franklin Bsp Capital Corporati, NEE, FENY.
Started 33 new stock positions in Franklin Bsp Capital Corporati, UPS, CBT, IWY, SNPS, IWX, FQAL, DECK, BP, SBIG.
Reduced shares in these 10 stocks: JEPI (-$13M), HAP (-$12M), MINT (-$12M), DGRO, COWZ, DKS, VTEB, BSCO, JPST, JPEF.
Sold out of its positions in ANSS, BCE, Blackrock Kelso Capital, HTGC, RSP, SPYV, HAP, BSV, GLOB.
Beaumont Financial Advisors was a net buyer of stock by $48M.
Beaumont Financial Advisors has $1.2B in assets under management (AUM), dropping by 10.63%.
Central Index Key (CIK): 0001957394

Tip: Access up to 7 years of quarterly data

Positions held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Beaumont Financial Advisors

Beaumont Financial Advisors holds 364 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	4.7	$57M		136k	420.72	View chart
Apple Stock (AAPL)	4.2	$51M		297k	171.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.0	$49M	+35%	93k	525.73	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	3.4	$41M	+17%	586k	70.21	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.0	$37M		243k	150.93	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.8	$34M	+407%	555k	60.74	View chart
Amazon Stock (AMZN)	2.5	$31M		169k	180.38	View chart
Ishares Global 100 Etf Etf (IOO)	2.3	$28M	-3%	315k	89.41	View chart
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)	2.3	$28M	-2%	529k	52.87	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	2.3	$28M	+28%	308k	89.90	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.1	$26M	+3%	197k	130.73	View chart
Blackstone Private Credit Fund Shs Cl I Stock	2.1	$26M	NEW	1.9M	13.32	View chart
Lowes Cos Stock (LOW)	2.0	$24M	-3%	96k	254.73	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.0	$24M		58k	420.52	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	1.9	$23M	-2%	559k	41.75	View chart
Jpmorgan Equity Focus Etf Jpmorgan Equity Focus Etf Etf (JPEF)	1.9	$23M	-4%	381k	59.77	View chart
Mcdonalds Corp Stock (MCD)	1.9	$23M		80k	281.95	View chart
Vanguard Growth Etf Etf (VUG)	1.8	$22M	-2%	65k	344.20	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	1.8	$22M		729k	30.23	View chart
Johnson & Johnson Stock (JNJ)	1.7	$21M		132k	158.19	View chart
Visa Inc Com Cl A Stock (V)	1.6	$20M		70k	279.08	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$19M		40k	485.58	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.6	$19M	+2%	39k	480.70	View chart
Nvidia Corporation Stock (NVDA)	1.6	$19M	-2%	21k	903.56	View chart
Pepsico Stock (PEP)	1.4	$17M		95k	175.01	View chart
Vanguard Total World Stock Etf Etf (VT)	1.3	$16M	-2%	148k	110.50	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.3	$15M	-2%	388k	39.81	View chart
Matthews Emerging Markets Equity Active Etf Etf (MEM)	1.3	$15M	-2%	523k	29.44	View chart
Dicks Sporting Goods Stock (DKS)	1.1	$13M	-11%	57k	224.86	View chart
Sony Group Corp Adr (SONY)	1.0	$13M	+12%	149k	85.74	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.9	$12M		564k	20.34	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.9	$11M	-16%	195k	58.11	View chart
Nextera Energy Stock (NEE)	0.9	$11M	+24%	176k	63.91	View chart
Strategas Macro Thematic Opportunities Etf Etf (SAMT)	0.9	$10M	-2%	411k	25.38	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$10M	-19%	179k	58.06	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.8	$10M		50k	205.09	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.8	$9.2M		84k	110.21	View chart
Abbott Labs Stock (ABT)	0.7	$8.2M	+2%	72k	113.66	View chart
Ishares Select Dividend Etf Etf (DVY)	0.7	$8.0M		65k	123.18	View chart
Invesco Variable Rate Investment Grade Etf Etf (VRIG)	0.6	$7.5M	-11%	299k	25.09	View chart
Vaneck Clo Etf Etf (CLOI)	0.6	$6.8M		128k	52.82	View chart
BP Adr (BP)	0.6	$6.7M	NEW	177k	37.68	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.5	$6.4M		258k	24.60	View chart
Vanguard Value Etf Etf (VTV)	0.5	$6.3M		39k	162.86	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.5	$5.8M	+8%	173k	33.73	View chart
Alibaba Group Hldg Adr (BABA)	0.5	$5.8M	NEW	80k	72.36	View chart
General Dynamics Corp Stock (GD)	0.5	$5.6M		20k	282.48	View chart
Broadcom Stock (AVGO)	0.4	$4.9M	+3%	3.7k	1325.41	View chart
American Elec Pwr Stock (AEP)	0.4	$4.8M	+8%	56k	86.10	View chart
Eli Lilly & Co Stock (LLY)	0.4	$4.6M	-6%	5.9k	777.90	View chart
Home Depot Stock (HD)	0.4	$4.4M		12k	383.62	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.4	$4.3M		71k	61.53	View chart
Tjx Cos Stock (TJX)	0.4	$4.3M		43k	101.42	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$4.1M	+4%	20k	200.30	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$4.0M	-7%	26k	155.84	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$4.0M		26k	152.26	View chart
Costco Whsl Corp Stock (COST)	0.3	$3.7M		5.1k	732.69	View chart
Disney Walt Stock (DIS)	0.3	$3.6M	-4%	30k	122.36	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.3	$3.3M	-79%	57k	57.86	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$3.2M		52k	62.06	View chart
Merck & Co Stock (MRK)	0.3	$3.2M	+6%	24k	131.95	View chart
Bank America Corp Stock (BAC)	0.3	$3.2M	+2%	84k	37.92	View chart
Procter And Gamble Stock (PG)	0.3	$3.2M		19k	162.25	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.2	$3.0M	+8%	174k	17.30	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.7M		49k	56.17	View chart
Franklin Bsp Capital Corporati Stock	0.2	$2.6M	NEW	181k	14.49	View chart
American Tower Corp Reit (AMT)	0.2	$2.6M	-10%	13k	197.59	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$2.6M		9.9k	259.91	View chart
Toast Inc Cl A Stock (TOST)	0.2	$2.6M		103k	24.92	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$2.5M	+3%	11k	239.76	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.5M		23k	110.52	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.5M		21k	116.24	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.2	$2.5M		50k	49.41	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.4M		7.1k	337.05	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$2.3M	-4%	55k	42.42	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$2.3M	-16%	4.4k	523.07	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.2	$2.2M	-12%	27k	81.66	View chart
Unitedhealth Group Stock (UNH)	0.2	$2.2M		4.4k	494.66	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.1M	-41%	42k	50.60	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$2.1M	-7%	28k	76.36	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.1M	+4%	16k	128.40	View chart
Deere & Co Stock (DE)	0.2	$2.1M	+5%	5.1k	410.76	View chart
Lam Research Corp Stock (LRCX)	0.2	$2.0M		2.1k	971.57	View chart
Abbvie Stock (ABBV)	0.2	$2.0M		11k	182.10	View chart
American Express Stock (AXP)	0.2	$2.0M		8.8k	227.69	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.0M	-6%	21k	92.72	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$2.0M	-6%	20k	100.71	View chart
Honeywell Intl Stock (HON)	0.2	$1.9M		9.4k	205.25	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$1.8M		23k	81.43	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.2	$1.8M		36k	50.74	View chart
Coca Cola Stock (KO)	0.2	$1.8M		30k	61.18	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.8M	-19%	4.1k	443.98	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.7M		3.6k	481.58	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.1	$1.7M		84k	20.43	View chart
International Business Machs Stock (IBM)	0.1	$1.7M		9.0k	190.96	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.7M		89k	19.21	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.7M		23k	72.63	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.6M		18k	86.48	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.1	$1.6M	-10%	34k	46.51	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.6M	+21%	15k	107.60	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.6M		54k	29.18	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$1.5M		41k	38.00	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.5M	+172%	6.1k	249.86	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.5M	-8%	111k	13.78	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.5M	-14%	22k	69.77	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.5M	-11%	32k	47.58	View chart
Chevron Corp Stock (CVX)	0.1	$1.5M	-6%	9.5k	157.73	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.5M	-10%	36k	41.08	View chart
Blackstone Stock (BX)	0.1	$1.5M		11k	131.37	View chart
Azenta Stock (AZTA)	0.1	$1.5M		25k	60.28	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$1.5M	-5%	25k	58.07	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.4M		12k	125.96	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.4M	-9%	7.9k	183.89	View chart
Qualcomm Stock (QCOM)	0.1	$1.4M		8.5k	169.31	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.1	$1.4M	+2%	75k	19.29	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.4M	NEW	55k	25.87	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.4M	-3%	2.6k	556.49	View chart
Oracle Corp Stock (ORCL)	0.1	$1.4M		11k	125.61	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.4M	-4%	27k	50.17	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.4M	-3%	18k	77.31	View chart
Amgen Stock (AMGN)	0.1	$1.4M		4.8k	284.31	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.3M		9.7k	137.22	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.3M		5.2k	247.77	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.3M		2.2k	581.27	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.3M	-15%	24k	52.37	View chart
Intel Corp Stock (INTC)	0.1	$1.3M		28k	44.17	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.3M	-17%	18k	67.81	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$1.2M	-17%	21k	59.40	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.2M	-2%	11k	114.11	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$1.2M	-11%	47k	26.09	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.2M		15k	79.86	View chart
Union Pac Corp Stock (UNP)	0.1	$1.1M		4.6k	245.96	View chart
Rtx Corporation Stock (RTX)	0.1	$1.1M	+16%	12k	97.53	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.1M		19k	59.89	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.1M	+26%	6.1k	180.49	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.1	$1.1M		71k	15.68	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.1M		48k	22.75	View chart
Travelers Companies Stock (TRV)	0.1	$1.1M	+19%	4.7k	230.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.1M		19k	58.65	View chart
Texas Instrs Stock (TXN)	0.1	$1.1M		6.1k	174.20	View chart
Vaneck Morningstar Smid Moat Etf Etf (SMOT)	0.1	$1.1M	+9%	31k	34.11	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.1M	-5%	19k	54.23	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.0M	-2%	13k	80.63	View chart
Kkr & Co Stock (KKR)	0.1	$1.0M		10k	100.58	View chart
S&p Global Stock (SPGI)	0.1	$1.0M	-3%	2.4k	425.40	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.0M	+2%	11k	93.98	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.0M	-13%	13k	75.98	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$978k	+24%	2.5k	397.72	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$976k	-3%	8.1k	120.99	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.1	$974k	-54%	19k	50.45	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$923k	+70%	4.0k	228.62	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$903k		7.0k	129.36	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$888k		5.0k	179.13	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$888k		29k	31.15	View chart
Doubleline Opportunistic Bond Etf Etf (DBND)	0.1	$872k	+5%	19k	45.88	View chart
Parker-hannifin Corp Stock (PH)	0.1	$871k		1.6k	555.64	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$849k	+26%	4.0k	213.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$845k	-2%	20k	43.35	View chart
Adobe Stock (ADBE)	0.1	$845k	-2%	1.7k	504.60	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$842k		5.7k	147.72	View chart
Blackrock Stock (BLK)	0.1	$840k	-2%	1.0k	833.78	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$825k	-4%	4.0k	208.27	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$815k		8.5k	95.56	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$777k		4.2k	186.89	View chart
Stryker Corporation Stock (SYK)	0.1	$773k		2.2k	357.87	View chart
Walmart Stock (WMT)	0.1	$757k	+370%	13k	60.17	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$756k	-11%	15k	51.28	View chart
Automatic Data Processing Stock (ADP)	0.1	$754k		3.0k	249.68	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$744k	-15%	18k	42.12	View chart
Salesforce Stock (CRM)	0.1	$744k	-2%	2.5k	301.18	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$740k	+2%	11k	65.87	View chart
Intuit Stock (INTU)	0.1	$720k	+18%	1.1k	650.00	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$713k	-21%	7.0k	101.41	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$700k	-21%	7.4k	94.41	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$687k	-2%	5.2k	131.24	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$685k		8.1k	84.09	View chart
Southern Stock (SO)	0.1	$683k	-2%	9.5k	71.74	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$681k		3.9k	175.27	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$657k	+6%	1.4k	454.77	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$646k	+27%	12k	52.53	View chart
Danaher Corporation Stock (DHR)	0.1	$639k		2.6k	249.68	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$634k		1.00	634440.00	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$634k		8.3k	76.19	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.1	$611k		13k	47.48	View chart
Progressive Corp Stock (PGR)	0.1	$611k		3.0k	206.82	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$601k		6.9k	86.67	View chart
The Cigna Group Stock (CI)	0.0	$600k	+64%	1.7k	363.11	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$600k		2.9k	204.86	View chart
Republic Svcs Stock (RSG)	0.0	$596k		3.1k	191.44	View chart
Caterpillar Stock (CAT)	0.0	$595k		1.6k	366.34	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$574k		12k	49.24	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$563k		4.8k	117.22	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$562k		14k	40.05	View chart
Colgate Palmolive Stock (CL)	0.0	$556k	+28%	6.2k	90.05	View chart
Pfizer Stock (PFE)	0.0	$531k	-6%	19k	27.75	View chart
Pgim Active Aggregate Bond Etf Etf (PAB)	0.0	$523k		12k	42.02	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$522k		1.9k	271.76	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$521k		1.5k	346.50	View chart
Cisco Sys Stock (CSCO)	0.0	$511k	-3%	10k	49.91	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.0	$502k	+26%	6.4k	78.23	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$501k	-3%	4.8k	104.73	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$500k		4.2k	118.29	View chart
Ge Aerospace Stock (GE)	0.0	$496k		2.8k	175.53	View chart
Ecolab Stock (ECL)	0.0	$491k	+18%	2.1k	230.90	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$487k		5.4k	90.44	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$483k	+23%	9.4k	51.60	View chart
Revolution Medicines Stock (RVMD)	0.0	$481k		15k	32.23	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$480k		1.7k	286.67	View chart
Copart Stock (CPRT)	0.0	$478k		8.2k	57.92	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$476k	+11%	7.4k	64.40	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$474k	+67%	2.1k	225.88	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$473k	NEW	2.4k	195.10	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$467k	+34%	1.9k	247.45	View chart
Sei Invts Stock (SEIC)	0.0	$466k		6.5k	71.90	View chart
Fastenal Stock (FAST)	0.0	$465k	-15%	6.0k	77.14	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.0	$461k		16k	29.46	View chart
Roper Technologies Stock (ROP)	0.0	$461k		822.00	560.73	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$456k		1.6k	287.95	View chart
Paypal Hldgs Stock (PYPL)	0.0	$450k	-14%	6.7k	66.99	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$445k	-6%	4.5k	97.94	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$442k		6.2k	71.42	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$438k		5.2k	83.58	View chart
Air Prods & Chems Stock (APD)	0.0	$433k		1.8k	242.29	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$432k	+4%	9.1k	47.46	View chart
Spdr Gold Shares Etf (GLD)	0.0	$421k	-6%	2.0k	205.72	View chart
Cme Group Stock (CME)	0.0	$421k	+13%	2.0k	215.29	View chart
Starbucks Corp Stock (SBUX)	0.0	$420k		4.6k	91.40	View chart
Tesla Stock (TSLA)	0.0	$419k	-26%	2.4k	175.79	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$417k	-9%	5.2k	80.50	View chart
Fair Isaac Corp Stock (FICO)	0.0	$416k		333.00	1249.61	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$416k	NEW	9.6k	43.56	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$416k		1.8k	224.82	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$415k	NEW	5.4k	76.32	View chart
Diageo Adr (DEO)	0.0	$400k		2.7k	148.73	View chart
Boston Scientific Corp Stock (BSX)	0.0	$398k	+52%	5.8k	68.49	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$395k		7.7k	51.06	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.0	$394k	+5%	8.5k	46.21	View chart
Eaton Corp Stock (ETN)	0.0	$391k		1.3k	312.80	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.0	$389k		13k	29.53	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$385k		2.5k	155.91	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$383k		8.2k	46.48	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$381k		11k	35.84	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$379k		2.2k	171.98	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$377k	-3%	2.1k	182.61	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$376k	-26%	4.5k	84.44	View chart
Kenvue Stock (KVUE)	0.0	$375k		18k	21.46	View chart
Phillips 66 Stock (PSX)	0.0	$372k		2.3k	163.34	View chart
Canadian Natl Ry Stock (CNI)	0.0	$370k		2.8k	131.71	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.0	$369k	+56%	4.8k	76.59	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$367k		2.2k	164.37	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$361k		3.8k	94.89	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.0	$360k	+22%	44k	8.29	View chart
Grayscale Ethereum Tr Eth Stock (ETHE)	0.0	$359k	NEW	14k	26.15	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$355k	+6%	5.9k	60.30	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$354k		5.6k	63.77	View chart
Kraneshares Bosera Msci China A 50 Connect Index Etf Etf (KBA)	0.0	$351k		16k	21.39	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$349k		2.4k	144.91	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$343k		16k	21.24	View chart
Constellation Software Stock (CNSWF)	0.0	$342k	NEW	125.00	2734.16	View chart
Paycom Software Stock (PAYC)	0.0	$336k	+45%	1.7k	199.01	View chart
Fedex Corp Stock (FDX)	0.0	$331k		1.1k	289.76	View chart
Target Corp Stock (TGT)	0.0	$326k		1.8k	177.22	View chart
Analog Devices Stock (ADI)	0.0	$322k	+2%	1.6k	197.85	View chart
Eog Res Stock (EOG)	0.0	$319k	+3%	2.5k	127.84	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$318k		5.5k	57.57	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$316k		1.2k	254.87	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$315k		4.8k	65.64	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.0	$314k	-79%	15k	20.97	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$314k		4.3k	72.34	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$314k	+31%	1.9k	169.23	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$313k	+12%	4.9k	63.33	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$313k	+5%	6.3k	49.29	View chart
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG)	0.0	$311k		15k	20.89	View chart
Boeing Stock (BA)	0.0	$307k	-7%	1.6k	192.99	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$301k		4.7k	64.15	View chart
Goldman Sachs Group Stock (GS)	0.0	$301k	NEW	720.00	417.74	View chart
Fqal Etf (FQAL)	0.0	$300k	NEW	5.1k	58.94	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$300k		627.00	478.66	View chart
Ipg Photonics Corp Stock (IPGP)	0.0	$297k		3.3k	90.69	View chart
Aflac Stock (AFL)	0.0	$295k		3.4k	85.85	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	0.0	$294k		6.2k	47.62	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$292k	-36%	7.0k	41.77	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$292k	NEW	310.00	941.26	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.0	$291k		10k	28.60	View chart
Eversource Energy Stock (ES)	0.0	$291k	-3%	4.9k	59.77	View chart
Paychex Stock (PAYX)	0.0	$287k		2.3k	122.80	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$286k		3.6k	80.21	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$284k		1.5k	186.82	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$284k		3.7k	76.81	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$281k	-13%	292.00	962.49	View chart
3M Stock (MMM)	0.0	$276k	+3%	2.6k	106.07	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$272k	-8%	6.3k	43.04	View chart
Constellation Energy Corp Stock (CEG)	0.0	$271k	NEW	1.5k	184.85	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$270k		1.4k	187.29	View chart
Stag Indl Reit (STAG)	0.0	$269k		7.0k	38.44	View chart
At&t Stock (T)	0.0	$267k		15k	17.60	View chart
Applied Matls Stock (AMAT)	0.0	$264k		1.3k	206.16	View chart
Prologis Reit (PLD)	0.0	$263k	+3%	2.0k	130.22	View chart
Five Below Stock (FIVE)	0.0	$260k		1.4k	181.38	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$258k		2.7k	95.60	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$257k		3.4k	76.00	View chart
State Str Corp Stock (STT)	0.0	$257k		3.3k	77.32	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$257k		1.5k	173.73	View chart
Allstate Corp Stock (ALL)	0.0	$257k		1.5k	173.04	View chart
Hershey Stock (HSY)	0.0	$256k		1.3k	194.52	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT)	0.0	$255k	-97%	2.5k	100.55	View chart
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)	0.0	$255k	-4%	5.5k	46.64	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$255k	-54%	3.1k	81.77	View chart
Emerson Elec Stock (EMR)	0.0	$253k		2.2k	113.41	View chart
Super Micro Computer Stock (SMCI)	0.0	$253k	NEW	250.00	1010.03	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$252k		1.2k	210.32	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$251k	-5%	4.9k	51.06	View chart
Sysco Corp Stock (SYY)	0.0	$251k	-17%	3.1k	81.18	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$246k		5.2k	47.44	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Pimco Interme Etf (MUNI)	0.0	$246k		4.7k	52.47	View chart
Arista Networks Stock (ANET)	0.0	$244k	NEW	842.00	289.98	View chart
Booking Holdings Stock (BKNG)	0.0	$243k		67.00	3627.88	View chart
Citigroup Stock (C)	0.0	$241k	NEW	3.8k	63.25	View chart
Eastman Chem Stock (EMN)	0.0	$241k		2.4k	100.22	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$240k	+400%	2.8k	85.27	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$239k		2.7k	87.29	View chart
L3harris Technologies Stock (LHX)	0.0	$239k		1.1k	213.02	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$237k		2.5k	95.20	View chart
Xylem Stock (XYL)	0.0	$237k	NEW	1.8k	129.24	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$237k		3.1k	76.28	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$233k		1.8k	132.98	View chart
Uber Technologies Stock (UBER)	0.0	$231k	NEW	3.0k	76.99	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$230k	NEW	3.1k	74.22	View chart
Cameco Corp Stock (CCJ)	0.0	$230k		5.3k	43.32	View chart
Watsco Stock (WSO)	0.0	$227k		526.00	431.97	View chart
Alps Disruptive Technologies Etf Etf (DTEC)	0.0	$227k		5.4k	42.25	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$221k		4.4k	50.74	View chart
Synopsys Stock (SNPS)	0.0	$221k	NEW	386.00	571.50	View chart
Cabot Corp Stock (CBT)	0.0	$219k	NEW	2.4k	92.20	View chart
Trimble Stock (TRMB)	0.0	$219k	NEW	3.4k	64.36	View chart
Astrazeneca Adr (AZN)	0.0	$218k		3.2k	67.75	View chart
Verizon Communications Stock (VZ)	0.0	$217k	-12%	5.2k	41.96	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$215k	NEW	1.4k	148.68	View chart
Graniteshares Bloomberg Commodity Broad Strategy No K-1 Etf Etf (COMB)	0.0	$215k	-26%	11k	19.87	View chart
Heico Corp Stock (HEI)	0.0	$214k		1.1k	191.00	View chart
Cvs Health Corp Stock (CVS)	0.0	$214k	-3%	2.7k	79.76	View chart
Morgan Stanley Stock (MS)	0.0	$214k	-9%	2.3k	94.14	View chart
Yum Brands Stock (YUM)	0.0	$213k		1.5k	138.68	View chart
Church & Dwight Stock (CHD)	0.0	$213k	NEW	2.0k	104.32	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$212k		13k	16.63	View chart
Sempra Stock (SRE)	0.0	$211k		2.9k	71.84	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$208k	NEW	214.00	970.47	View chart
Mckesson Corp Stock (MCK)	0.0	$206k	NEW	383.00	536.85	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$205k	-3%	491.00	418.01	View chart
Defiance Next Gen Connectivity Etf Etf (FIVG)	0.0	$201k	NEW	5.2k	39.08	View chart
Sono Tek Corp Stock (SOTK)	0.0	$179k		37k	4.89	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$165k	+2%	11k	15.73	View chart
Pennantpark Invt Corp Cef (PNNT)	0.0	$148k	+3%	22k	6.88	View chart
Barings Bdc Cef (BBDC)	0.0	$134k	+2%	14k	9.30	View chart
Ultrapar Participacoes Sa Sp Adr Rep Adr (UGP)	0.0	$130k		23k	5.72	View chart
New Mtn Fin Corp Cef (NMFC)	0.0	$129k		10k	12.67	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.0	$123k	NEW	12k	10.43	View chart
Grown Rogue Intl Stock	0.0	$89k	NEW	200k	0.44	View chart
Natura &co Hldg S A Adr (NTCOY)	0.0	$75k		10k	7.16	View chart
Sandstorm Gold Stock (SAND)	0.0	$53k		10k	5.25	View chart
Ginkgo Bioworks Holdings Inc Cl A Stock (DNA)	0.0	$23k	+33%	20k	1.16	View chart
Denison Mines Corp Stock (DNN)	0.0	$21k	NEW	11k	1.95	View chart
China Pete & Chem Corp Ord Cl H Stock (SNPMF)	0.0	$11k	NEW	20k	0.57	View chart
Springbig Holdings Stock (SBIG)	0.0	$5.6k	NEW	35k	0.16	View chart

Past Filings by Beaumont Financial Advisors

SEC 13F filings are viewable for Beaumont Financial Advisors going back to 2022

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z