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
CEG
Constellation Energy Corp

Utilities
19
+ 1.27%
$170.96 - $322.76 $3.25K - $6.13K
1.51K $488K
RIOT
Riot Blockchain, Inc.

Technology
60
+ 0.14%
$6.29 - $11.3 $377 - $678
44.1K $498K
GE
General Electric CO

Industrials
64
+ 2.21%
$166.81 - $257.39 $10.7K - $16.5K
2.97K $763K
KKR
Kkr & Co. Inc.

Financial Services
69
+ 0.74%
$92.79 - $134.29 $6.4K - $9.27K
9.38K $1.25M
EW
Edwards Lifesciences Corp

Healthcare
1.56K
+ 18.16%
$67.07 - $78.22 $104K - $122K
10.1K $792K
TJX
Tjx Companies Inc

Consumer Cyclical
738
+ 1.92%
$119.13 - $135.03 $87.9K - $99.7K
39.3K $4.85M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.79K
+ 58.16%
$82.21 - $83.12 $147K - $148K
4.85K $402K
VEA
Vanguard Ftse Developed Market

ETFs
222
+ 1.15%
$45.65 - $57.01 $10.1K - $12.7K
19.6K $1.11M
CAT
Caterpillar Inc

Industrials
23
+ 1.18%
$273.94 - $388.21 $6.3K - $8.93K
1.98K $766K
ETN
Eaton Corp PLC

Industrials
33
+ 2.59%
$246.52 - $356.99 $8.14K - $11.8K
1.31K $466K
ITA
Ishares Tr

ETFs
335
+ 21.47%
$135.31 - $188.64 $45.3K - $63.2K
1.9K $357K
ASML
Asml Holding Nv

Technology
54
+ 10.34%
$595.37 - $815.24 $32.1K - $44K
576 $461K
QCOM
Qualcomm Inc

Technology
300
+ 2.8%
$124.66 - $159.48 $37.4K - $47.8K
11K $1.75M
FAST
Fastenal CO

Industrials
11.1K
+ 108.08%
$40.65 - $83.16 $449K - $919K
21.3K $893K
PH
Parker Hannifin Corp

Industrials
5
+ 0.53%
$517.23 - $700.54 $2.59K - $3.5K
955 $667K
TDVG
T Rowe Price Exchange Traded F

Technology
2
+ 0.0%
$36.12 - $42.38 $72.2 - $84.8
43.9K $1.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
58
+ 1.3%
$82.96 - $110.1 $4.81K - $6.39K
4.51K $496K
NEE
Nextera Energy Inc

Utilities
1.75K
+ 5.27%
$64.11 - $75.0 $112K - $131K
34.8K $2.42M
WFC
Wells Fargo & Company

Financial Services
530
+ 16.92%
$60.98 - $80.12 $32.3K - $42.5K
3.66K $293K
BA
Boeing CO

Industrials
61
+ 4.48%
$136.59 - $217.51 $8.33K - $13.3K
1.42K $298K
ES
Eversource Energy

Utilities
833
+ 17.96%
$54.25 - $65.89 $45.2K - $54.9K
5.47K $348K
EMR
Emerson Electric CO

Industrials
13
+ 0.57%
$94.15 - $133.33 $1.22K - $1.73K
2.3K $306K
ADP
Automatic Data Processing Inc

Industrials
145
+ 4.02%
$276.76 - $326.81 $40.1K - $47.4K
3.75K $1.16M
IEFA
Ishares Tr

ETFs
350
+ 13.23%
$67.83 - $84.09 $23.7K - $29.4K
3K $250K
SCHW
Schwab Charles Corp

Financial Services
140
+ 5.09%
$69.06 - $91.24 $9.67K - $12.8K
2.89K $263K
LMT
Lockheed Martin Corp

Industrials
26
+ 1.23%
$430.82 - $486.45 $11.2K - $12.6K
2.14K $989K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.41K
+ 3.62%
$48.13 - $49.85 $67.7K - $70.1K
40.2K $1.97M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.07%
$272.36 - $339.57 $272 - $340
1.37K $464K
TRV
Travelers Companies, Inc.

Financial Services
111
+ 2.31%
$233.83 - $276.34 $26K - $30.7K
4.91K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
78
+ 3.32%
$152.42 - $182.82 $11.9K - $14.3K
2.43K $443K
T
At&T Inc.

Communication Services
1.1K
+ 7.85%
$26.33 - $28.94 $29K - $31.9K
15.1K $438K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
38
+ 0.57%
$30.25 - $38.85 $1.15K - $1.48K
6.71K $260K
TRMB
Trimble Inc.

Technology
12
+ 0.35%
$55.12 - $75.98 $661 - $912
3.41K $259K
MCK
Mckesson Corp

Healthcare
13
+ 3.16%
$652.83 - $732.78 $8.49K - $9.53K
424 $310K
SUB
Ishares Short Term National Mu

ETFs
277
+ 3.95%
$104.77 - $106.34 $29K - $29.5K
7.29K $774K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
168
+ 1.67%
$9.99 - $16.97 $1.68K - $2.85K
10.2K $161K
CME
Cme Group Inc.

Financial Services
38
+ 1.99%
$252.37 - $290.71 $9.59K - $11K
1.95K $538K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
572
+ 3.86%
$50.36 - $50.68 $28.8K - $29K
15.4K $779K
SHW
Sherwin Williams CO

Basic Materials
105
+ 7.9%
$313.51 - $363.51 $32.9K - $38.2K
1.43K $492K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.68K
+ 2.06%
$167.22 - $212.42 $281K - $357K
83.1K $16.4M
STE
Steris PLC

Healthcare
6
+ 0.32%
$208.55 - $252.55 $1.25K - $1.52K
1.86K $446K
FSTA
Fidelity Covington Tr Msci Con

ETFs
496
+ 1.33%
$47.94 - $52.5 $23.8K - $26K
37.9K $1.94M
ITW
Illinois Tool Works Inc

Industrials
104
+ 4.86%
$218.41 - $252.43 $22.7K - $26.3K
2.24K $554K
FISV
Fiserv Inc

Technology
190
+ 6.71%
N/A
3.02K $378K
RSG
Republic Services, Inc.

Industrials
35
+ 1.09%
$227.2 - $258.07 $7.95K - $9.03K
3.24K $797K
MSI
Motorola Solutions, Inc.

Technology
88
+ 9.77%
$394.72 - $440.39 $34.7K - $38.8K
989 $415K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.72K
+ 2.79%
$24.18 - $27.61 $41.5K - $47.4K
63.1K $1.71M
CHKP
Check Point Software Technologies LTD

Technology
153
+ 7.47%
$204.26 - $233.47 $31.3K - $35.7K
2.2K $487K
BND
Vanguard Bd Index Fd Inc Total

ETFs
204
+ 0.8%
$72.02 - $73.82 $14.7K - $15.1K
25.6K $1.89M
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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