Beaumont Financial Advisors, LLC Incresed Positions in Q3 2025

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
75.8K
+ 65.02%
$91.44 - $91.77 $6.93M - $6.95M
192K $17.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
47.9K
+ 21.75%
$40.04 - $45.11 $1.92M - $2.16M
268K $11.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.88K
+ 1.24%
$131.47 - $143.64 $379K - $414K
235K $33.3M
AVGO
Broadcom Inc.

Technology
3
+ 0.01%
$264.74 - $369.57 $794 - $1.11K
31.7K $10.5M
FENY
Fidelity Covington Tr Msci Ene

ETFs
52.5K
+ 298.83%
$23.27 - $25.46 $1.22M - $1.34M
70.1K $1.73M
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 0.84%
$64.12 - $68.08 $105K - $112K
197K $13.4M
PSLV
Sprott Physical Silver Trust

Financial Services
22.9K
+ 26.65%
$12.24 - $15.73 $280K - $360K
109K $1.71M
AEP
American Electric Power CO Inc

Utilities
1.15K
+ 1.95%
$103.26 - $115.0 $119K - $132K
60K $6.75M
TSLA
Tesla, Inc.

Consumer Cyclical
153
+ 4.12%
$293.94 - $444.72 $45K - $68K
3.86K $1.72M
VGSH
Vanguard

ETFs
8.8K
+ 43.05%
$58.43 - $58.88 $514K - $518K
29.2K $1.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
557
+ 25.8%
$404.94 - $499.99 $226K - $278K
2.72K $1.32M
FAST
Fastenal CO

Industrials
5.74K
+ 26.97%
$42.47 - $50.39 $244K - $289K
27K $1.33M
AMD
Advanced Micro Devices Inc

Technology
1.55K
+ 28.86%
$134.8 - $184.42 $209K - $286K
6.92K $1.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
288
+ 0.91%
$108.46 - $120.63 $31.2K - $34.7K
31.8K $3.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 0.23%
$420.11 - $472.68 $6.72K - $7.56K
6.94K $3.25M
QCOM
Qualcomm Inc

Technology
1.48K
+ 13.48%
$145.84 - $173.55 $216K - $257K
12.5K $2.08M
MRK
Merck & Co., Inc.

Healthcare
2.57K
+ 12.76%
$77.6 - $87.37 $200K - $225K
22.7K $1.91M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
+ 0.23%
$275.84 - $326.36 $4.14K - $4.9K
6.49K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
96
+ 1.89%
$617.65 - $666.84 $59.3K - $64K
5.17K $3.44M
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 12.46%
$94.4 - $104.27 $195K - $215K
18.6K $1.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
804
+ 0.56%
$24.46 - $26.5 $19.7K - $21.3K
145K $3.83M
MSI
Motorola Solutions, Inc.

Technology
545
+ 55.11%
$408.73 - $490.3 $223K - $267K
1.53K $701K
EBC
Eastern Bankshares, Inc.

Financial Services
448
+ 0.47%
$15.03 - $18.34 $6.73K - $8.22K
95.2K $1.73M
EXPD
Expeditors International Of Washington Inc

Industrials
2.01K
+ 51.33%
$111.37 - $124.95 $224K - $251K
5.93K $726K
ITW
Illinois Tool Works Inc

Industrials
934
+ 41.66%
$252.31 - $269.41 $236K - $252K
3.18K $828K
SHW
Sherwin Williams CO

Basic Materials
710
+ 49.51%
$330.88 - $375.23 $235K - $266K
2.14K $742K
DHR
Danaher Corp

Healthcare
1K
+ 29.14%
$181.46 - $212.2 $182K - $213K
4.45K $881K
INTC
Intel Corp

Technology
311
+ 1.84%
$19.31 - $35.5 $6.01K - $11K
17.2K $576K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
80
+ 0.78%
$14.71 - $34.49 $1.18K - $2.76K
10.3K $356K
DELL
Dell Technologies Inc.

Technology
3
+ 0.03%
$120.96 - $141.77 $363 - $425
9.53K $1.35M
FDX
Fedex Corp

Industrials
704
+ 38.12%
$217.1 - $243.2 $153K - $171K
2.55K $601K
PLTR
Palantir Technologies Inc.

Technology
297
+ 11.38%
$130.68 - $186.97 $38.8K - $55.5K
2.91K $530K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.31K
+ 42.47%
$167.28 - $188.45 $219K - $246K
4.39K $739K
CHKP
Check Point Software Technologies LTD

Technology
977
+ 44.37%
$180.73 - $231.23 $177K - $226K
3.18K $657K
FISV
Fiserv Inc

Technology
1.35K
+ 44.69%
N/A
4.37K $547K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.18K
+ 56.38%
$85.84 - $99.09 $187K - $216K
6.04K $529K
LLY
Eli Lilly & CO

Healthcare
294
+ 6.54%
$625.65 - $812.69 $184K - $239K
4.79K $3.66M
XLI
Industrial Sector Spdr

ETFs
555
+ 6.17%
$147.94 - $154.99 $82.1K - $86K
9.56K $1.47M
SYK
Stryker Corp

Healthcare
602
+ 18.75%
$368.57 - $403.53 $222K - $243K
3.81K $1.41M
VB
Vanguard Small Cap ETF

ETFs
117
+ 1.92%
$237.58 - $259.17 $27.8K - $30.3K
6.22K $1.58M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.04K
+ 30.36%
$46.51 - $50.07 $142K - $152K
13.1K $613K
ASML
Asml Holding Nv

Technology
24
+ 4.17%
$689.63 - $968.09 $16.6K - $23.2K
600 $580K
ROP
Roper Technologies Inc

Industrials
412
+ 29.62%
$495.03 - $573.0 $204K - $236K
1.8K $899K
ADP
Automatic Data Processing Inc

Industrials
558
+ 14.88%
$288.69 - $310.94 $161K - $174K
4.31K $1.26M
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.17%
$279.83 - $293.74 $3.36K - $3.52K
6.89K $2.02M
ACN
Accenture PLC

Technology
840
+ 37.04%
$232.56 - $304.78 $195K - $256K
3.11K $766K
VEA
Vanguard Ftse Developed Market

ETFs
461
+ 2.36%
$56.02 - $60.3 $25.8K - $27.8K
20K $1.2M
SNOW
Snowflake Inc.

Technology
355
+ 39.53%
$191.73 - $241.0 $68.1K - $85.6K
1.25K $282K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
221
+ 18.39%
$225.11 - $247.9 $49.7K - $54.8K
1.42K $351K
Activity Summary
Buys All Purchases 153 New Holdings 26 Increased Positions 127 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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