Beaumont Financial Advisors, LLC Incresed Positions in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.81K
+ 0.76%
$161.86 - $196.66 $294K - $357K
239K $45.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
48.4K
+ 25.29%
$134.53 - $150.65 $6.51M - $7.29M
240K $32.5M
NVDA
Nvidia Corp

Technology
11.9K
+ 6.3%
$117.0 - $148.88 $1.39M - $1.77M
200K $26.9M
CLOI
Vaneck ETF Tr

ETFs
72.4K
+ 50.86%
$52.7 - $53.15 $3.81M - $3.85M
215K $11.3M
XLE
Energy Sector Spdr

ETFs
33.1K
+ 546.59%
$83.32 - $97.27 $2.76M - $3.22M
39.2K $3.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.1K
+ 7.08%
$61.68 - $67.87 $2.35M - $2.58M
576K $35.9M
VRIG
Invesco Actively Managed ETF F

ETFs
78.2K
+ 22.56%
$25.06 - $25.2 $1.96M - $1.97M
425K $10.7M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.13K
+ 2.04%
$193.7 - $235.05 $219K - $266K
56.6K $13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.4K
+ 49.41%
$113.92 - $127.38 $1.3M - $1.45M
34.5K $3.97M
META
Meta Platforms, Inc.

Communication Services
635
+ 1.76%
$554.08 - $632.68 $352K - $402K
36.8K $21.7M
JPM
Jpmorgan Chase & CO

Financial Services
430
+ 2.1%
$205.18 - $250.29 $88.2K - $108K
20.9K $5M
TSLA
Tesla, Inc.

Consumer Cyclical
428
+ 14.82%
$213.65 - $479.86 $91.4K - $205K
3.32K $1.34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.76K
+ 26.02%
$91.29 - $91.8 $526K - $529K
27.9K $2.55M
WMT
Walmart Inc.

Consumer Defensive
4.18K
+ 33.02%
$79.1 - $95.7 $330K - $400K
16.8K $1.52M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
905
+ 3.53%
$170.03 - $192.78 $154K - $174K
26.5K $4.91M
ADP
Automatic Data Processing Inc

Industrials
1.03K
+ 46.76%
$280.08 - $307.97 $289K - $318K
3.24K $948K
VTI
Vanguard Total Stock Market Et

ETFs
858
+ 7.97%
$280.04 - $302.45 $240K - $260K
11.6K $3.37M
FREL
Fidelity Covington Tr Msci Rea

ETFs
15.4K
+ 32.46%
$26.61 - $29.85 $409K - $459K
62.7K $1.69M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.69K
+ 12.2%
$63.19 - $73.31 $170K - $197K
24.7K $1.7M
ACN
Accenture PLC

Technology
827
+ 86.06%
$343.9 - $376.86 $284K - $312K
1.79K $629K
SYK
Stryker Corp

Healthcare
810
+ 39.96%
$345.14 - $392.15 $280K - $318K
2.84K $1.02M
FAST
Fastenal CO

Industrials
3.99K
+ 89.33%
$69.99 - $84.35 $280K - $337K
8.47K $608K
AXP
American Express CO

Financial Services
235
+ 2.81%
$267.35 - $305.57 $62.8K - $71.8K
8.6K $2.55M
XLC
Select Sector Spdr Tr Communic

ETFs
985
+ 3.54%
$89.66 - $102.16 $88.3K - $101K
28.8K $2.79M
FDX
Fedex Corp

Industrials
933
+ 106.02%
$260.5 - $305.15 $243K - $285K
1.81K $510K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.4K
+ 5.78%
$24.55 - $25.16 $403K - $413K
300K $7.4M
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.5K
+ 20.05%
$49.28 - $52.29 $320K - $340K
38.9K $1.92M
CRM
Salesforce, Inc.

Technology
364
+ 18.02%
$270.87 - $367.87 $98.6K - $134K
2.38K $797K
ROP
Roper Technologies Inc

Industrials
513
+ 83.14%
$519.85 - $575.95 $267K - $295K
1.13K $587K
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
GS
Goldman Sachs Group Inc

Financial Services
223
+ 29.73%
$486.1 - $608.57 $108K - $136K
973 $557K
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
NFLX
Netflix Inc

Communication Services
8
+ 2.09%
$687.65 - $936.56 $5.5K - $7.49K
391 $348K
VIG
Vanguard Dividend Appreciation

ETFs
422
+ 20.46%
N/A
2.49K $452K
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
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email