Beaumont Financial Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 394 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $69.2M, Microsoft Corp with a value of $63.3M, Ishares Core S&P 500 ETF with a value of $60.9M, Alphabet Inc. with a value of $56.9M, and Advisors Inn.Circle Fd Iii Str with a value of $46.9M.
Examining the 13F form we can see an increase of $90.5M in the current position value, from $1.14B to 1.24B.
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
$1.24 Billion
ETFs: $511 Million
Technology: $213 Million
Financial Services: $114 Million
Consumer Cyclical: $113 Million
Communication Services: $94.5 Million
Healthcare: $45.8 Million
Consumer Defensive: $32.4 Million
Industrials: $30 Million
Other: $32.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
