Beaumont Financial Advisors, LLC Incresed Positions 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
XLF
Financial Sector Spdr

ETFs
30.5K
+ 154.84%
$43.92 - $52.37 $1.34M - $1.6M
50.2K $2.63M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.22K
+ 416.6%
$179.95 - $278.88 $939K - $1.46M
6.47K $1.81M
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
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
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
MA
Mastercard Inc

Financial Services
556
+ 17.2%
$479.92 - $590.74 $267K - $328K
3.79K $2.13M
NXPI
Nxp Semiconductors N.V.

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

Technology
375
+ 6.05%
$59.09 - $98.75 $22.2K - $37K
6.58K $649K
AMD
Advanced Micro Devices Inc

Technology
198
+ 3.83%
$78.21 - $143.81 $15.5K - $28.5K
5.37K $761K
NFLX
Netflix Inc

Communication Services
41
+ 10.02%
$855.86 - $1339.13 $35.1K - $54.9K
450 $602K
WMT
Walmart Inc.

Consumer Defensive
565
+ 3.53%
$81.79 - $99.98 $46.2K - $56.5K
16.6K $1.62M
AMT
American Tower Corp

Real Estate
893
+ 27.85%
$203.96 - $228.19 $182K - $204K
4.1K $905K
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
GLD
Spdr Gold Trust

ETFs
215
+ 6.53%
$273.71 - $316.29 $58.8K - $68K
3.51K $1.07M
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
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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