Beaumont Financial Advisors, LLC Portfolio Holdings
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
Beaumont Financial Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 349 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.5M, Microsoft Corp with a value of $57M, Ishares Core S&P 500 ETF with a value of $54.4M, Alphabet Inc. with a value of $39.4M, and Ishares Core S&P Mid Cap ETF with a value of $33.5M.
Examining the 13F form we can see an increase of $2.84M in the current position value, from $1.1B to 1.11B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 349
- Current Value $1.11 Billion
- Prior Value $1.1 Billion
- Filing
- Period Q3 2024
- Filing Date October 09, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 14 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks