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
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
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
STE
Steris PLC

Healthcare
6
+ 0.32%
$208.55 - $252.55 $1.25K - $1.52K
1.86K $446K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.68K
+ 2.06%
$167.22 - $212.42 $281K - $357K
83.1K $16.4M
FSTA
Fidelity Covington Tr Msci Con

ETFs
496
+ 1.33%
$47.94 - $52.5 $23.8K - $26K
37.9K $1.94M
FISV
Fiserv Inc

Technology
190
+ 6.71%
N/A
3.02K $378K
ITW
Illinois Tool Works Inc

Industrials
104
+ 4.86%
$218.41 - $252.43 $22.7K - $26.3K
2.24K $554K
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
CHKP
Check Point Software Technologies LTD

Technology
153
+ 7.47%
$204.26 - $233.47 $31.3K - $35.7K
2.2K $487K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.72K
+ 2.79%
$24.18 - $27.61 $41.5K - $47.4K
63.1K $1.71M
BND
Vanguard Bd Index Fd Inc Total

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

Utilities
45
+ 1.51%
$63.78 - $78.91 $2.87K - $3.55K
3.02K $228K
IEMG
Ishares Inc

ETFs
237
+ 3.54%
N/A
6.92K $371K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
68
+ 1.26%
$121.58 - $136.74 $8.27K - $9.3K
5.47K $742K
ADBE
Adobe Inc.

Technology
15
+ 1.02%
$340.0 - $420.68 $5.1K - $6.31K
1.49K $574K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
16
+ 0.06%
$15.52 - $17.13 $248 - $274
26.9K $459K
DBND
Doubleline ETF Tr Opportunisti

ETFs
156
+ 0.63%
$45.18 - $46.32 $7.05K - $7.23K
25K $1.16M
CI
Cigna Corp

Healthcare
18
+ 1.22%
$301.89 - $340.04 $5.43K - $6.12K
1.49K $493K
CMCSA
Comcast Corp

Communication Services
726
+ 4.17%
$32.84 - $36.72 $23.8K - $26.7K
18.1K $646K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
41
+ 0.94%
$47.89 - $48.65 $1.96K - $1.99K
4.42K $215K
ORCC
Owl Rock Capital Corp

Financial Services
283
+ 2.82%
N/A
10.3K $137K
PNNT
Pennantpark Investment Corp

Financial Services
884
+ 3.61%
$5.91 - $7.08 $5.22K - $6.26K
25.3K $173K
ARCC
Ares Capital Corp

Financial Services
148
+ 1.37%
$18.91 - $22.43 $2.8K - $3.32K
11K $240K
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 0.02%
$33.62 - $37.89 $101 - $114
13.1K $492K
Reddit Inc Cl A
1.35K
+ 25.27%
N/A
6.67K $0
ROP
Roper Technologies Inc

Industrials
53
+ 3.96%
$519.19 - $590.78 $27.5K - $31.3K
1.39K $788K
Allspring Core Plus ETF
271K
+ 80.48%
N/A
608K $0
Blackrock Inc Com
7
+ 0.65%
N/A
1.08K $0
Jpmorgan Equity Focus ETF
353K
+ 102.15%
N/A
699K $0
JGRO
J P Morgan Exchange Traded Fd
90.7K
+ 35.72%
N/A
344K $0
Jpmorgan Active Bond ETF
232
+ 1.77%
N/A
13.3K $0
Federated Hermes Total Return Bond ETF
18.3K
+ 23.82%
N/A
95.2K $0
Lam Research Corp Com New
52
+ 0.25%
N/A
21K $0
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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