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
Reddit Inc Cl A
-560
- 9.51%
N/A
5.33K $0
MEM
Matthews Asia Fds Emerging Mar
-156K
- 30.04%
N/A
364K $0
Jpmorgan Active Bond ETF
-682
- 5.18%
N/A
12.5K $0
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-35
- 0.84%
$121.89 - $135.52 $4.27K - $4.74K
4.12K $515K
T
At&T Inc.

Communication Services
-136
- 1.04%
$21.22 - $23.88 $2.89K - $3.25K
13K $294K
SRE
Sempra Energy

Utilities
-7
- 0.23%
$80.81 - $94.77 $566 - $663
2.98K $260K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-122
- 2.54%
$129.96 - $144.97 $15.9K - $17.7K
4.68K $652K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-2.44K
- 3.49%
$16.4 - $17.85 $40.1K - $43.6K
67.5K $1.18M
DE
Deere & CO

Industrials
-27
- 0.53%
$389.45 - $466.0 $10.5K - $12.6K
5.09K $2.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-789
- 1.97%
$521.84 - $558.82 $412K - $441K
39.3K $21.2M
EMLP
First Tr Exchange Traded Iv

ETFs
-81
- 0.61%
$33.69 - $38.24 $2.73K - $3.1K
13.1K $466K
BSX
Boston Scientific Corp

Healthcare
-94
- 1.55%
$83.62 - $91.5 $7.86K - $8.6K
5.95K $531K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-150
- 3.38%
$481.22 - $538.17 $72.2K - $80.7K
4.29K $2.19M
EMR
Emerson Electric CO

Industrials
-53
- 2.3%
$108.13 - $134.33 $5.73K - $7.12K
2.25K $278K
C
Citigroup Inc

Financial Services
-14
- 0.37%
$61.31 - $72.5 $858 - $1.02K
3.76K $264K
TRMB
Trimble Inc.

Technology
-4
- 0.12%
$60.21 - $75.4 $241 - $302
3.41K $240K
SPY
Spdr S&P 500 ETF Trust

ETFs
-54
- 1.1%
$567.81 - $607.81 $30.7K - $32.8K
4.87K $2.86M
AZTA
Azenta, Inc.

Healthcare
-31
- 0.13%
$40.37 - $51.57 $1.25K - $1.6K
24.5K $1.23M
CPRT
Copart Inc

Consumer Cyclical
-11
- 0.13%
$51.36 - $63.8 $565 - $702
8.31K $476K
VV
Vanguard Large Cap ETF

ETFs
-99
- 0.93%
$260.27 - $280.65 $25.8K - $27.8K
10.5K $2.84M
MS
Morgan Stanley

Financial Services
-25
- 1.14%
$104.42 - $134.99 $2.61K - $3.37K
2.17K $272K
EW
Edwards Lifesciences Corp

Healthcare
-1
- 0.01%
$64.54 - $75.92 $64.5 - $75.9
8.51K $629K
DIS
Walt Disney CO

Communication Services
-2.67K
- 11.06%
$92.39 - $117.6 $246K - $314K
21.4K $2.39M
SEIC
Sei Investments CO

Financial Services
-115
- 1.79%
$69.36 - $86.58 $7.98K - $9.96K
6.29K $518K
KKR
Kkr & Co. Inc.

Financial Services
-3
- 0.03%
$129.87 - $162.87 $390 - $489
9.25K $1.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 0.38%
$370.24 - $418.94 $10K - $11.3K
7.08K $2.84M
XLY
Select Sector Spdr Consumer Di

ETFs
-35
- 0.41%
$194.8 - $239.43 $6.82K - $8.38K
8.44K $1.89M
SAMT
Advisors Inn.Circle Fd Iii Str
-11.6K
- 2.9%
$27.63 - $31.15 $322K - $363K
390K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.38K
- 1.47%
$570.51 - $610.59 $790K - $845K
93K $54.7M
BAC
Bank Of America Corp

Financial Services
-94
- 0.11%
$39.22 - $47.77 $3.69K - $4.49K
84.9K $3.73M
GOOG
Alphabet Inc.

Communication Services
-351
- 1.27%
$163.08 - $198.16 $57.2K - $69.6K
27.2K $5.18M
AVGO
Broadcom Inc.

Technology
-4.48K
- 12.24%
$159.67 - $250.0 $715K - $1.12M
32.1K $7.44M
VUG
Vanguard Growth ETF

ETFs
-935
- 1.49%
$378.79 - $428.11 $354K - $400K
62K $25.4M
FDN
First Tr Fd Dow Jones

ETFs
-338
- 0.69%
$210.5 - $257.24 $71.1K - $86.9K
48.6K $11.8M
V
Visa Inc.

Financial Services
-1.19K
- 1.67%
$273.87 - $320.91 $325K - $381K
69.9K $22.1M
AAPL
Apple Inc.

Technology
-2.57K
- 0.9%
$221.69 - $259.02 $570K - $666K
283K $70.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.64K
- 1.0%
$180.88 - $232.93 $297K - $383K
162K $35.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-26.2K
- 7.24%
$47.29 - $84.74 $1.24M - $2.22M
336K $25M
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
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