Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.13 Billion
  • Q1 2025

Beaumont Financial Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 368 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6M, Ishares Core S&P 500 ETF with a value of $52.5M, Microsoft Corp with a value of $50.2M, Alphabet Inc. with a value of $36.8M, and Ishares Core S&P Mid Cap ETF with a value of $33.9M.

Examining the 13F form we can see an decrease of $1.68M in the current position value, from $1.14B to 1.13B.

Beaumont Financial Advisors, LLC is based out at Needham, DE

Below you can find more details about Beaumont Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.13 Billion
ETFs: $536 Million
Technology: $161 Million
Financial Services: $107 Million
Consumer Cyclical: $105 Million
Communication Services: $66.2 Million
Healthcare: $45.2 Million
Consumer Defensive: $34 Million
Industrials: $27.5 Million
Other: $34.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$62.6 Million 5.52% of portfolio
282,038
Q1 2025 Reduced 0.28%
$3.75T
$50.2 Million 4.42% of portfolio
133,647
Q1 2025 Reduced 0.32%
$1.07T
$36.8 Million 3.25% of portfolio
238,246
Q1 2025 Reduced 0.42%
$631B
$31.8 Million 2.8% of portfolio
59,719
Q1 2025 Added 3.27%
$2.27T
$31 Million 2.74% of portfolio
163,112
Q1 2025 Added 0.51%
$585B
$24.1 Million 2.13% of portfolio
68,837
Q1 2025 Reduced 1.48%
$216B
$23.9 Million 2.11% of portfolio
76,488
Q1 2025 Reduced 1.31%
$406B
$23.9 Million 2.11% of portfolio
220,513
Q1 2025 Added 10.2%
$140B
$21.3 Million 1.88% of portfolio
91,512
Q1 2025 Added 2.5%
$1.62T
$21.2 Million 1.87% of portfolio
36,785
Q1 2025 Added 0.08%
$409B
$20.9 Million 1.84% of portfolio
126,209
Q1 2025 Reduced 0.03%
$59.6B
$19.4 Million 1.71% of portfolio
298,045
Q1 2025 Reduced 11.28%
$11.7B
$16.4 Million 1.45% of portfolio
81,468
Q1 2025 Added 43.84%
$185B
$15.4 Million 1.36% of portfolio
102,919
Q1 2025 Added 10.74%
$0
$15.2 Million 1.34% of portfolio
535,793
Q1 2025 Added 1.74%
$95.8B
$9.53 Million 0.84% of portfolio
282,128
Q1 2025 Added 49.51%
$53.8B
$6.39 Million 0.56% of portfolio
58,446
Q1 2025 Added 0.28%
$46.8B
$5.53 Million 0.49% of portfolio
28,339
Q1 2025 New
$831B
$5.11 Million 0.45% of portfolio
20,817
Q1 2025 Reduced 0.26%
$435B
$4.89 Million 0.43% of portfolio
5,172
Q1 2025 Added 2.82%
$146B
$4.69 Million 0.41% of portfolio
38,514
Q1 2025 Added 0.5%
$113B
$4.69 Million 0.41% of portfolio
27,996
Q1 2025 Reduced 12.8%
$147B
$4.6 Million 0.41% of portfolio
16,250
Q1 2025 Added 419.5%
$1.08T
$4.42 Million 0.39% of portfolio
28,286
Q1 2025 Added 3.93%
$0
$4.17 Million 0.37% of portfolio
173,114
Q1 2025 Added 1.12%
$380B
$4.14 Million 0.36% of portfolio
11,284
Q1 2025 Reduced 1.98%
$748B
$3.76 Million 0.33% of portfolio
4,553
Q1 2025 Reduced 18.08%
$276B
$3.41 Million 0.3% of portfolio
21,476
Q1 2025 Added 9.91%
$376B
$3.45 Million 0.3% of portfolio
82,636
Q1 2025 Reduced 2.67%
$373B
$3.32 Million 0.29% of portfolio
19,507
Q1 2025 Reduced 0.01%
$82.4B
$3.25 Million 0.29% of portfolio
11,918
Q1 2025 Reduced 3.87%
$233B
$2.73 Million 0.24% of portfolio
20,567
Q1 2025 Reduced 72.02%
$474B
$2.76 Million 0.24% of portfolio
23,179
Q1 2025 Added 5.25%
$145B
$2.35 Million 0.21% of portfolio
33,089
Q1 2025 Added 23.2%
$337B
$2.32 Million 0.2% of portfolio
11,074
Q1 2025 Added 3.47%
$237B
$2.32 Million 0.2% of portfolio
8,632
Q1 2025 Added 0.33%
$154B
$2.26 Million 0.2% of portfolio
4,811
Q1 2025 Reduced 5.52%
$260B
$2.3 Million 0.2% of portfolio
9,253
Q1 2025 Added 0.31%
$14.5B
$2.16 Million 0.19% of portfolio
65,016
Q1 2025 Added 0.02%
$283B
$2.11 Million 0.19% of portfolio
4,031
Q1 2025 Reduced 2.3%
$220B
$1.96 Million 0.17% of portfolio
19,810
Q1 2025 Reduced 7.6%
$212B
$1.88 Million 0.17% of portfolio
20,892
Q1 2025 Reduced 8.85%
$160B
$1.81 Million 0.16% of portfolio
8,537
Q1 2025 Reduced 1.83%
$539B
$1.77 Million 0.16% of portfolio
3,233
Q1 2025 Added 8.34%
$300B
$1.7 Million 0.15% of portfolio
23,751
Q1 2025 Added 3.03%
$636B
$1.63 Million 0.14% of portfolio
11,684
Q1 2025 Added 2.12%
$2.85B
$1.55 Million 0.14% of portfolio
94,258
Q1 2025 Reduced 5.56%
$179B
$1.64 Million 0.14% of portfolio
10,702
Q1 2025 Added 7.69%
$215B
$1.49 Million 0.13% of portfolio
11,235
Q1 2025 Reduced 3.64%

Summary

  • Portfolio
  • No. of Stocks 368
  • Current Value $1.13 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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