Beaumont Financial Advisors, LLC Portfolio Holdings
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
Beaumont Financial Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 369 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.8M, Microsoft Corp with a value of $56.5M, Ishares Core S&P 500 ETF with a value of $54.7M, Alphabet Inc. with a value of $45.3M, and Ishares Core S&P Mid Cap ETF with a value of $35.9M.
Examining the 13F form we can see an increase of $30.4M in the current position value, from $1.11B to 1.14B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 369
- Current Value $1.14 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 35 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 139 stocks