Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025

Beaumont Financial Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.8M, Ishares Core S&P 500 ETF with a value of $60.3M, Apple Inc. with a value of $56.9M, Advisors Inn.Circle Fd Iii Str with a value of $45.5M, and Alphabet Inc. with a value of $41.5M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $1.13B 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.

Portfolio value $1.14 Billion
ETFs: $483 Million
Technology: $189 Million
Financial Services: $108 Million
Consumer Cyclical: $107 Million
Communication Services: $77.8 Million
Healthcare: $40.4 Million
Consumer Defensive: $32.3 Million
Industrials: $28.5 Million
Other: $31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$65.8 Million 5.75% of portfolio
132,275
Q2 2025 Reduced 1.03%
$0
$60.3 Million 5.27% of portfolio
97,124
Q2 2025 Added 4.04%
$3.38T
$56.9 Million 4.97% of portfolio
277,438
Q2 2025 Reduced 1.63%
$0
$45.5 Million 3.97% of portfolio
1,320,122
Q2 2025 Added 121.42%
$1.07T
$41.5 Million 3.63% of portfolio
235,680
Q2 2025 Reduced 1.08%
$2.28T
$35.7 Million 3.12% of portfolio
162,704
Q2 2025 Reduced 0.25%
$0
$35.5 Million 3.1% of portfolio
572,606
Q2 2025 Reduced 1.48%
$0
$33.6 Million 2.93% of portfolio
558,731
Q2 2025 Added 56.89%
$431B
$33.4 Million 2.92% of portfolio
211,527
Q2 2025 Reduced 4.08%
$0
$30.9 Million 2.7% of portfolio
232,439
Q2 2025 Reduced 3.97%
$631B
$28.5 Million 2.49% of portfolio
58,651
Q2 2025 Reduced 1.79%
$1.62T
$27.1 Million 2.36% of portfolio
36,682
Q2 2025 Reduced 0.28%
$0
$26.3 Million 2.3% of portfolio
60,008
Q2 2025 Reduced 2.06%
$59.6B
$24.3 Million 2.12% of portfolio
285,961
Q2 2025 Reduced 4.05%
$572B
$23 Million 2.01% of portfolio
64,681
Q2 2025 Reduced 6.04%
$221B
$22 Million 1.92% of portfolio
75,396
Q2 2025 Reduced 1.43%
$426B
$19.2 Million 1.67% of portfolio
125,467
Q2 2025 Reduced 0.59%
$0
$18.3 Million 1.6% of portfolio
32,210
Q2 2025 Reduced 15.63%
$0
$17.6 Million 1.54% of portfolio
584,808
Q2 2025 Added 9.15%
$11.6B
$16.4 Million 1.44% of portfolio
83,147
Q2 2025 Added 2.06%
$200B
$13.9 Million 1.21% of portfolio
104,987
Q2 2025 Added 2.01%
$0
$12.8 Million 1.11% of portfolio
47,353
Q2 2025 Reduced 0.35%
$0
$12.5 Million 1.09% of portfolio
195,200
Q2 2025 Added 1.42%
$0
$11.2 Million 0.97% of portfolio
210,615
Q2 2025 Reduced 11.74%
$0
$10.7 Million 0.93% of portfolio
116,509
Q2 2025 Added 103.45%
$0
$9.36 Million 0.82% of portfolio
79,886
Q2 2025 Reduced 0.17%
$0
$8.89 Million 0.78% of portfolio
220,075
Q2 2025 Added 14.2%
$116B
$8.74 Million 0.76% of portfolio
31,718
Q2 2025 Added 13.29%
$0
$8.42 Million 0.74% of portfolio
336,227
Q2 2025 Reduced 22.12%
$0
$8.21 Million 0.72% of portfolio
61,821
Q2 2025 Reduced 1.52%
$98.3B
$8.01 Million 0.7% of portfolio
267,618
Q2 2025 Reduced 5.14%
$0
$7.24 Million 0.63% of portfolio
84,357
Q2 2025 Reduced 68.66%
$0
$7.23 Million 0.63% of portfolio
290,312
Q2 2025 Reduced 4.67%
$9.7B
$6.55 Million 0.57% of portfolio
99,954
Q2 2025 Reduced 18.81%
$54.4B
$6.11 Million 0.53% of portfolio
58,881
Q2 2025 Added 0.74%
$850B
$5.95 Million 0.52% of portfolio
20,511
Q2 2025 Reduced 1.47%
$0
$5.86 Million 0.51% of portfolio
33,183
Q2 2025 Reduced 6.17%
$46.9B
$5.5 Million 0.48% of portfolio
29,474
Q2 2025 Added 4.01%
$296B
$5.11 Million 0.45% of portfolio
35,675
Q2 2025 Reduced 6.99%
$0
$5.16 Million 0.45% of portfolio
26,145
Q2 2025 Added 52.95%
$145B
$5 Million 0.44% of portfolio
18,725
Q2 2025 Added 15.23%
$1.12T
$5.01 Million 0.44% of portfolio
28,259
Q2 2025 Reduced 0.1%
$422B
$5.08 Million 0.44% of portfolio
5,127
Q2 2025 Reduced 0.87%
$142B
$4.85 Million 0.42% of portfolio
39,252
Q2 2025 Added 1.92%
$0
$4.75 Million 0.42% of portfolio
65,387
Q2 2025 Reduced 5.19%
$0
$4.44 Million 0.39% of portfolio
44,102
Q2 2025 Reduced 86.41%
$0
$4.31 Million 0.38% of portfolio
170,064
Q2 2025 Reduced 1.76%
$377B
$3.95 Million 0.35% of portfolio
83,528
Q2 2025 Added 1.08%
$368B
$4.03 Million 0.35% of portfolio
10,979
Q2 2025 Reduced 2.7%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $1.14 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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