Beaumont Financial Advisors, LLC Sells in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STE
Steris PLC

Healthcare
-16
- 0.86%
$204.34 - $235.7 $3.27K - $3.77K
1.84K $378K
IRM
Iron Mountain Inc

Real Estate
-208
- 6.04%
$101.62 - $128.14 $21.1K - $26.7K
3.23K $339K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-626
- 12.83%
$88.59 - $94.57 $55.5K - $59.2K
4.25K $377K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-480
- 1.13%
$49.79 - $51.14 $23.9K - $24.5K
41.9K $2.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-452
- 8.42%
$60.13 - $67.31 $27.2K - $30.4K
4.92K $298K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-87
- 1.67%
$131.66 - $144.0 $11.5K - $12.5K
5.11K $674K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-130
- 1.86%
$99.2 - $108.47 $12.9K - $14.1K
6.87K $683K
CEG
Constellation Energy Corp

Utilities
-20
- 1.33%
$224.28 - $285.52 $4.49K - $5.71K
1.48K $333K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-267
- 4.64%
$74.68 - $81.45 $19.9K - $21.7K
5.49K $410K
AFL
Aflac Inc

Financial Services
-243
- 6.6%
$100.37 - $115.27 $24.4K - $28K
3.44K $355K
EMN
Eastman Chemical CO

Basic Materials
-10
- 0.41%
$90.03 - $110.64 $900 - $1.11K
2.45K $223K
ITM
Vaneck Intermediate Muni ETF

ETFs
-435
- 1.28%
$45.56 - $46.97 $19.8K - $20.4K
33.6K $1.55M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-184
- 10.16%
$311.11 - $335.64 $57.2K - $61.8K
1.63K $524K
PLD
Prologis, Inc.

Real Estate
-17
- 0.83%
$101.4 - $126.96 $1.72K - $2.16K
2.03K $214K
XLU
Utilities Sector Spdr

ETFs
-282
- 6.11%
$74.89 - $82.93 $21.1K - $23.4K
4.33K $328K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-23
- 0.3%
$46.96 - $51.46 $1.08K - $1.18K
7.61K $359K
TGT
Target Corp

Consumer Defensive
-12
- 0.73%
$121.59 - $160.69 $1.46K - $1.93K
1.63K $219K
RDVY
First Trust Rising Dividend Ac

ETFs
-539
- 1.13%
$58.65 - $64.37 $31.6K - $34.7K
47K $2.78M
IWD
Ishares Russell 1000 Val ETF

ETFs
-53
- 1.06%
$183.23 - $199.79 $9.71K - $10.6K
4.95K $916K
DEO
Diageo PLC

Consumer Defensive
-11
- 0.45%
$118.0 - $139.88 $1.3K - $1.54K
2.44K $310K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-223
- 2.76%
$126.68 - $134.74 $28.2K - $30K
7.87K $1M
VZ
Verizon Communications Inc

Communication Services
-72
- 1.23%
$39.6 - $45.21 $2.85K - $3.26K
5.79K $231K
HSY
Hershey CO

Consumer Defensive
-20
- 1.52%
$168.67 - $193.65 $3.37K - $3.87K
1.29K $219K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-127
- 0.99%
$69.58 - $74.87 $8.84K - $9.51K
12.8K $892K
BDX
Becton Dickinson & CO

Healthcare
-14
- 0.73%
$220.02 - $243.75 $3.08K - $3.41K
1.9K $429K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-674
- 4.52%
$20.61 - $21.56 $13.9K - $14.5K
14.2K $293K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-811
- 14.33%
$77.25 - $91.3 $62.6K - $74K
4.85K $413K
COST
Costco Wholesale Corp

Consumer Defensive
-199
- 3.81%
$873.59 - $994.69 $174K - $198K
5.03K $4.61M
BA
Boeing CO

Industrials
-362
- 24.07%
$138.14 - $180.72 $50K - $65.4K
1.14K $202K
BX
Blackstone Inc.

Financial Services
-563
- 15.05%
$148.45 - $199.05 $83.6K - $112K
3.18K $547K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-10
- 5.0%
$1124.26 - $1344.96 $11.2K - $13.4K
190 $239K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-350
- 7.11%
$50.73 - $51.08 $17.8K - $17.9K
4.57K $232K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-27
- 1.06%
$563.99 - $620.12 $15.2K - $16.7K
2.52K $1.43M
APD
Air Products & Chemicals, Inc.

Basic Materials
-14
- 0.93%
$285.5 - $335.62 $4K - $4.7K
1.49K $432K
VOE
Vanguard Mid Cap Value Index F

ETFs
-8
- 0.32%
$160.89 - $176.18 $1.29K - $1.41K
2.46K $397K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-18
- 1.06%
$119.34 - $127.78 $2.15K - $2.3K
1.68K $200K
PAYX
Paychex Inc

Industrials
-218
- 8.12%
$135.86 - $148.73 $29.6K - $32.4K
2.47K $345K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-214
- 6.38%
$65.67 - $69.79 $14.1K - $14.9K
3.14K $210K
YUM
Yum Brands Inc

Consumer Cyclical
-37
- 2.34%
$130.36 - $139.54 $4.82K - $5.16K
1.54K $206K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-208
- 4.56%
$47.58 - $48.56 $9.9K - $10.1K
4.36K $208K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.17K
- 2.97%
$112.15 - $127.2 $132K - $149K
38.3K $4.63M
IWR
Ishares Russell Mid Cap ETF

ETFs
-114
- 1.38%
$87.25 - $95.52 $9.95K - $10.9K
8.15K $720K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-100
- 0.98%
$17.7 - $26.34 $1.77K - $2.63K
10.1K $189K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-94
- 2.2%
$50.67 - $50.9 $4.76K - $4.78K
4.18K $211K
FQAL
Fidelity Covington Tr Quality

ETFs
-67
- 1.7%
$64.43 - $68.47 $4.32K - $4.59K
3.87K $253K
T. Rowe Price Capital Appreciation Equity ETF
-19.9K
- 3.24%
N/A
593K $0
JGRO
J P Morgan Exchange Traded Fd
-41.6K
- 6.84%
N/A
566K $0
FMIL
Fidelity Covington Tr New Mill
-18.8K
- 3.69%
N/A
491K $0
Fidelity Wise Origin Bitcoin Fund
-6.45K
- 1.3%
N/A
491K $0
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