Beaumont Financial Advisors, LLC Purchases in Q2 2025

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SAMT
Advisors Inn.Circle Fd Iii Str
724K
+ 121.42%
$27.04 - $34.43 $19.6M - $24.9M
1.32M $45.5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
203K
+ 56.89%
$50.39 - $60.05 $10.2M - $12.2M
559K $33.6M
IVV
Ishares Core S&P 500 ETF

ETFs
3.77K
+ 4.04%
$498.8 - $620.9 $1.88M - $2.34M
97.1K $60.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59.2K
+ 103.45%
$91.43 - $91.74 $5.42M - $5.43M
117K $10.7M
AVGO
Broadcom Inc.

Technology
3.72K
+ 13.29%
$146.29 - $275.65 $544K - $1.03M
31.7K $8.74M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
9.05K
+ 52.95%
$139.8 - $197.22 $1.27M - $1.79M
26.1K $5.16M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
49K
+ 9.15%
$26.18 - $30.91 $1.28M - $1.52M
585K $17.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
27.4K
+ 14.2%
$30.96 - $40.6 $847K - $1.11M
220K $8.89M
FCOM
Fidelity Covington Tr Msci Com

ETFs
28.6K
New
$50.44 - $64.81 $1.44M - $1.85M
28.6K $1.85M
FDIS
Fidelity Covington Tr Msci Con

ETFs
19K
New
$75.33 - $94.56 $1.43M - $1.8M
19K $1.79M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.22K
+ 416.6%
$179.95 - $278.88 $939K - $1.46M
6.47K $1.81M
VO
Vanguard Mid Cap ETF

ETFs
2.53K
+ 58.16%
$228.54 - $279.83 $578K - $707K
6.88K $1.92M
VB
Vanguard Small Cap ETF

ETFs
3.11K
+ 103.6%
$193.73 - $237.37 $602K - $737K
6.1K $1.45M
VV
Vanguard Large Cap ETF

ETFs
1.02K
+ 9.35%
$228.25 - $285.3 $232K - $290K
11.9K $3.39M
EWJ
Ishares Msci Japan ETF

ETFs
7.9K
New
$61.32 - $75.28 $485K - $595K
7.9K $592K
DGRO
Ishares Core Dividend Growth E

ETFs
2.74K
+ 1.42%
$55.22 - $63.94 $151K - $175K
195K $12.5M
BAC
Bank Of America Corp

Financial Services
892
+ 1.08%
$34.39 - $47.46 $30.7K - $42.3K
83.5K $3.95M
TBUX
T Rowe Price Exchange Traded F

ETFs
8.24K
+ 24.21%
$49.52 - $49.9 $408K - $411K
42.3K $2.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.26K
New
$61.79 - $76.67 $325K - $403K
5.26K $399K
PGR
Progressive Corp

Financial Services
2.48K
+ 15.23%
$255.27 - $288.74 $632K - $715K
18.7K $5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
132
+ 3.51%
$416.06 - $551.64 $54.9K - $72.8K
3.9K $2.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.94K
+ 1.36%
$19.6 - $24.44 $38.1K - $47.5K
145K $3.53M
AZO
Autozone Inc

Consumer Cyclical
102
New
$3478.38 - $3880.15 $355K - $396K
102 $378K
MA
Mastercard Inc

Financial Services
556
+ 17.2%
$479.92 - $590.74 $267K - $328K
3.79K $2.13M
PLTR
Palantir Technologies Inc.

Technology
2.61K
New
$74.01 - $144.25 $193K - $376K
2.61K $355K
NXPI
Nxp Semiconductors N.V.

Technology
697
+ 13.4%
$153.5 - $218.72 $107K - $152K
5.9K $1.29M
CCJ
Cameco Corp

Energy
4.03K
New
$36.68 - $74.46 $148K - $300K
4.03K $298K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
7.63K
+ 70.69%
$35.98 - $37.53 $274K - $286K
18.4K $673K
INTU
Intuit Inc

Technology
217
+ 36.47%
$544.07 - $787.63 $118K - $171K
812 $639K
DASH
Door Dash, Inc.

Communication Services
1.11K
New
$163.16 - $246.51 $181K - $274K
1.11K $273K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.2K
New
$171.4 - $227.1 $206K - $273K
1.2K $272K
MSTR
Microstrategy Inc

Technology
644
New
$237.95 - $421.61 $153K - $272K
644 $260K
APH
Amphenol Corp

Technology
375
+ 6.05%
$59.09 - $98.75 $22.2K - $37K
6.58K $649K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.48K
New
$35.35 - $42.68 $194K - $234K
5.48K $233K
AMD
Advanced Micro Devices Inc

Technology
198
+ 3.83%
$78.21 - $143.81 $15.5K - $28.5K
5.37K $761K
URA
Global X Uranium ETF

ETFs
5.79K
New
$20.26 - $38.81 $117K - $225K
5.79K $224K
HWM
Howmet Aerospace Inc.

Industrials
1.2K
New
$112.33 - $186.13 $135K - $224K
1.2K $223K
FTNT
Fortinet, Inc.

Technology
2.12K
New
$84.71 - $108.69 $179K - $230K
2.12K $223K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.04K
New
$90.58 - $109.05 $185K - $222K
2.04K $222K
NFLX
Netflix Inc

Communication Services
41
+ 10.02%
$855.86 - $1339.13 $35.1K - $54.9K
450 $602K
IYJ
Ishares Tr

ETFs
1.53K
New
$115.07 - $142.31 $177K - $218K
1.53K $218K
WMT
Walmart Inc.

Consumer Defensive
565
+ 3.53%
$81.79 - $99.98 $46.2K - $56.5K
16.6K $1.62M
PNQI
Invesco Nasdaq Internet ETF

ETFs
4K
New
$39.02 - $52.21 $156K - $209K
4K $208K
AMAT
Applied Materials Inc

Technology
1.14K
New
$126.95 - $183.52 $145K - $209K
1.14K $208K
AMT
American Tower Corp

Real Estate
893
+ 27.85%
$203.96 - $228.19 $182K - $204K
4.1K $905K
MCO
Moodys Corp

Financial Services
407
New
$396.7 - $501.59 $161K - $204K
407 $204K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.72K
New
$99.48 - $124.46 $171K - $214K
1.72K $204K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$162.76 - $195.77 $168K - $203K
1.04K $201K
SNOW
Snowflake Inc.

Technology
898
New
$130.53 - $223.77 $117K - $201K
898 $200K
Activity Summary
Buys All Purchases 170 New Holdings 30 Increased Positions 140 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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