Beaumont Financial Advisors, LLC Purchases in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
2.06K
New
$108.7 - $139.51 $224K - $287K
2.06K $241K
MCK
Mckesson Corp

Healthcare
399
New
$482.27 - $628.5 $192K - $251K
399 $227K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.85K
+ 14.83%
$48.17 - $53.38 $378K - $419K
60.8K $2.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.35K
+ 6.17%
$100.16 - $100.7 $236K - $237K
40.5K $4.06M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.57K
+ 17.59%
$70.31 - $77.39 $251K - $276K
23.8K $1.68M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.07K
+ 4.08%
$56.06 - $61.35 $508K - $556K
231K $13.1M
SPYG
Spdr Portfolio

ETFs
2.37K
New
$81.74 - $91.38 $194K - $216K
2.37K $208K
WFC
Wells Fargo & Company

Financial Services
2.96K
New
$54.98 - $77.35 $163K - $229K
2.96K $207K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.04K
New
$78.5 - $102.01 $160K - $208K
2.04K $201K
SCHW
Schwab Charles Corp

Financial Services
2.71K
New
$63.31 - $82.85 $172K - $225K
2.71K $200K
HON
Honeywell International Inc

Industrials
19
+ 0.22%
$202.84 - $236.0 $3.85K - $4.48K
8.7K $1.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.5K
+ 66.46%
$55.45 - $61.08 $194K - $214K
8.77K $486K
DHR
Danaher Corp

Healthcare
1.1K
+ 59.38%
$226.16 - $274.52 $249K - $303K
2.96K $679K
PAVE
Global X Fds Us Infrastructure

ETFs
4.07K
+ 24.32%
$40.41 - $45.95 $164K - $187K
20.8K $840K
MA
Mastercard Inc

Financial Services
98
+ 3.4%
$491.3 - $536.15 $48.1K - $52.5K
2.98K $1.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
57.9K
+ 300.0%
$25.93 - $105.3 $1.5M - $6.1M
77.2K $2.15M
DGRO
Ishares Core Dividend Growth E

ETFs
6.14K
+ 3.32%
$60.73 - $64.94 $373K - $399K
191K $11.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.5K
+ 13.25%
$50.37 - $50.6 $126K - $127K
21.4K $1.08M
MUB
Ishares National Muni Bond ETF

ETFs
1.43K
+ 6.76%
$105.78 - $108.7 $151K - $155K
22.5K $2.4M
GLD
Spdr Gold Trust

ETFs
440
+ 20.0%
$236.59 - $257.5 $104K - $113K
2.64K $639K
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 26.02%
$471.27 - $550.62 $66K - $77.1K
678 $353K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.79K
+ 5.56%
$20.6 - $20.71 $78.2K - $78.6K
72K $1.49M
QCOM
Qualcomm Inc

Technology
1.42K
+ 16.67%
$150.4 - $178.04 $214K - $253K
9.94K $1.53M
VIG
Vanguard Dividend Appreciation

ETFs
422
+ 20.46%
N/A
2.49K $452K
NFLX
Netflix Inc

Communication Services
8
+ 2.09%
$687.65 - $936.56 $5.5K - $7.49K
391 $348K
EPI
Wisdomtree Tr India Earnings F

ETFs
2.43K
+ 37.15%
$45.09 - $50.08 $110K - $122K
8.97K $406K
VB
Vanguard Small Cap ETF

ETFs
262
+ 6.49%
$233.76 - $261.58 $61.2K - $68.5K
4.3K $1.03M
CSCO
Cisco Systems, Inc.

Technology
173
+ 1.66%
$52.45 - $60.02 $9.07K - $10.4K
10.6K $626K
IEMG
Ishares Inc

ETFs
1.24K
+ 22.84%
N/A
6.69K $358K
CME
Cme Group Inc.

Financial Services
177
+ 9.56%
$221.17 - $246.02 $39.1K - $43.5K
2.03K $471K
BMY
Bristol Myers Squibb CO

Healthcare
98
+ 0.84%
$51.92 - $59.94 $5.09K - $5.87K
11.7K $663K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.61K
+ 4.92%
$19.38 - $19.58 $69.9K - $70.6K
77K $1.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.6K
+ 121.54%
$25.33 - $51.16 $319K - $643K
22.9K $592K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
300
+ 3.83%
$70.54 - $79.61 $21.2K - $23.9K
8.12K $617K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
137
+ 11.18%
$172.07 - $207.36 $23.6K - $28.4K
1.36K $268K
TMO
Thermo Fisher Scientific Inc.

Healthcare
402
+ 24.83%
$501.29 - $612.85 $202K - $246K
2.02K $1.05M
IBM
International Business Machines Corp

Technology
274
+ 3.06%
$204.9 - $238.04 $56.1K - $65.2K
9.22K $2.03M
MGC
Vanguard Mega Cap ETF

ETFs
108
+ 2.55%
$204.21 - $220.18 $22.1K - $23.8K
4.35K $925K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.31K
+ 4.42%
$19.42 - $19.76 $64.2K - $65.4K
78.1K $1.52M
EPD
Enterprise Products Partners L.P.

Energy
350
+ 2.45%
$28.66 - $34.43 $10K - $12.1K
14.6K $458K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.05%
$316.94 - $357.88 $317 - $358
1.82K $625K
CAT
Caterpillar Inc

Industrials
242
+ 13.93%
$360.37 - $416.88 $87.2K - $101K
1.98K $717K
TRV
Travelers Companies, Inc.

Financial Services
17
+ 0.36%
$225.97 - $266.66 $3.84K - $4.53K
4.75K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
204
+ 8.87%
$176.42 - $186.91 $36K - $38.1K
2.51K $446K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
750
+ 16.01%
$51.58 - $52.91 $38.7K - $39.7K
5.44K $281K
STT
State Street Corp

Financial Services
3
+ 0.09%
$85.96 - $100.78 $258 - $302
3.38K $331K
ETN
Eaton Corp PLC

Industrials
96
+ 7.55%
$326.96 - $377.52 $31.4K - $36.2K
1.37K $453K
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.77K
+ 7.39%
$45.15 - $47.26 $80K - $83.7K
25.8K $1.17M
XLK
Technology Sector Spdr

ETFs
23
+ 0.6%
$220.26 - $241.44 $5.07K - $5.55K
3.85K $894K
Activity Summary
Buys All Purchases 192 New Holdings 35 Increased Positions 157 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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