Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$278,000 0.02% of portfolio
2,914
Q3 2025 Added 0.83%
$29.9B
$287,000 0.02% of portfolio
2,822
Q3 2025 Reduced 0.28%
$115B
$227,000 0.02% of portfolio
1,987
Q3 2025 Reduced 6.76%
$16.1B
$252,000 0.02% of portfolio
3,772
Q3 2025 Added 0.03%
$31.5B
$290,000 0.02% of portfolio
2,306
Q3 2025 Reduced 0.3%
$55.3B
$307,000 0.02% of portfolio
1,006
Q2 2025 Reduced 5.27%
$42.2B
$275,000 0.02% of portfolio
2,174
Q3 2025 Reduced 10.05%
$80.1B
$265,000 0.02% of portfolio
3,954
Q3 2025 Reduced 9.54%
$138B
$264,000 0.02% of portfolio
10,382
Q3 2025 Added 0.41%
$65.5B
$298,000 0.02% of portfolio
2,197
Q3 2025 Reduced 0.09%
$28.9B
$272,000 0.02% of portfolio
3,027
Q3 2025 Added 0.3%
$91.1B
$304,000 0.02% of portfolio
1,121
Q3 2025 Added 0.9%
$24.9B
$247,000 0.02% of portfolio
1,325
Q3 2025 Added 0.68%
$31.4B
$206,000 0.02% of portfolio
8,412
Q3 2025 New
$85.6B
$235,000 0.02% of portfolio
1,199
Q3 2025 Reduced 0.25%
$189B
$273,000 0.02% of portfolio
611
Q3 2025 Reduced 1.45%

Summary

  • Portfolio
  • No. of Stocks 394
  • Current Value $1.24 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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