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
Global X 1 3 Month T Bill ETF
44
+ 1.06%
N/A
4.2K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.06%
N/A
5.16K $209K
Grayscale Ethereum Mini Trust ETF
924
+ 7.16%
N/A
13.8K $0
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.48%
$96.91 - $113.0 $969 - $1.13K
2.1K $232K
HSY
Hershey CO

Consumer Defensive
29
+ 2.25%
$151.29 - $173.13 $4.39K - $5.02K
1.32K $218K
BBDC
Barings Bdc, Inc.

Financial Services
544
+ 3.39%
$7.89 - $9.51 $4.29K - $5.17K
16.6K $151K
GBDC
Golub Capital Bdc, Inc.

Financial Services
262
+ 1.86%
$13.03 - $15.28 $3.41K - $4K
14.4K $210K
FICO
Fair Isaac Corp

Technology
1
+ 0.3%
$1503.62 - $2206.01 $1.5K - $2.21K
335 $612K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.7%
$456.3 - $540.39 $1.83K - $2.16K
577 $288K
MO
Altria Group, Inc.

Consumer Defensive
37
+ 0.75%
$55.56 - $60.91 $2.06K - $2.25K
4.96K $290K
HTGC
Hercules Capital, Inc.

Financial Services
295
+ 2.47%
$16.24 - $19.1 $4.79K - $5.63K
12.2K $223K
DEO
Diageo PLC

Consumer Defensive
39
+ 1.54%
$99.86 - $115.75 $3.89K - $4.51K
2.57K $259K
ALL
Allstate Corp

Financial Services
5
+ 0.33%
$180.53 - $212.64 $903 - $1.06K
1.54K $310K
PLD
Prologis, Inc.

Real Estate
41
+ 1.96%
$89.76 - $112.34 $3.68K - $4.61K
2.13K $224K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.01%
$90.85 - $102.31 $90.9 - $102
6.87K $691K
ACN
Accenture PLC

Technology
57
+ 2.58%
$279.23 - $323.21 $15.9K - $18.4K
2.27K $677K
SHEL
Shell PLC

Energy
41
+ 0.77%
$59.75 - $73.05 $2.45K - $3K
5.35K $376K
KO
Coca Cola CO

Consumer Defensive
114
+ 0.48%
$68.37 - $73.9 $7.79K - $8.42K
23.9K $1.69M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
358
+ 3.7%
$45.07 - $52.57 $16.1K - $18.8K
10K $489K
APD
Air Products & Chemicals, Inc.

Basic Materials
19
+ 1.27%
$248.61 - $294.96 $4.72K - $5.6K
1.52K $428K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 1.02%
$421.16 - $509.5 $2.11K - $2.55K
496 $220K
AFL
Aflac Inc

Financial Services
36
+ 0.97%
$99.77 - $112.45 $3.59K - $4.05K
3.75K $395K
PAYX
Paychex Inc

Industrials
16
+ 0.67%
$137.01 - $159.78 $2.19K - $2.56K
2.42K $351K
DHR
Danaher Corp

Healthcare
31
+ 0.91%
$174.64 - $205.16 $5.41K - $6.36K
3.44K $679K
WCN
Waste Connections, Inc.

Industrials
1.14K
+ 4.01%
$183.26 - $199.95 $208K - $227K
29.5K $5.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
205
+ 5.6%
$91.57 - $110.76 $18.8K - $22.7K
3.87K $371K
STZ
Constellation Brands, Inc.

Consumer Defensive
34
+ 1.79%
$160.0 - $195.62 $5.44K - $6.65K
1.94K $314K
OKE
Oneok Inc

Energy
51
+ 2.0%
$78.71 - $100.37 $4.01K - $5.12K
2.61K $212K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.72K
+ 905.26%
$105.72 - $1416.0 $182K - $2.44M
1.91K $213K
CPRT
Copart Inc

Consumer Cyclical
3
+ 0.04%
$47.72 - $63.84 $143 - $192
8.36K $410K
BDX
Becton Dickinson & CO

Healthcare
55
+ 4.01%
$165.15 - $226.42 $9.08K - $12.5K
1.43K $245K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
184
+ 0.3%
$13.77 - $16.67 $2.53K - $3.07K
62.3K $936K
EBC
Eastern Bankshares, Inc.

Financial Services
521
+ 0.55%
$14.18 - $16.5 $7.39K - $8.6K
94.8K $1.45M
XOM
Exxon Mobil Corp

Energy
317
+ 1.37%
$99.93 - $119.04 $31.7K - $37.7K
23.5K $2.53M
ABBV
Abb Vie Inc.

Healthcare
35
+ 0.32%
$170.16 - $206.27 $5.96K - $7.22K
11.1K $2.06M
AEP
American Electric Power CO Inc

Utilities
435
+ 0.74%
$98.59 - $109.11 $42.9K - $47.5K
58.9K $6.11M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
7
+ 0.01%
$16.65 - $26.78 $117 - $187
91.7K $1.53M
LOW
Lowes Companies Inc

Consumer Cyclical
290
+ 0.32%
$210.83 - $235.28 $61.1K - $68.2K
91.8K $20.4M
PEP
Pepsico Inc

Consumer Defensive
2.07K
+ 2.01%
$128.02 - $151.37 $265K - $313K
105K $13.9M
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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