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
$280B
$3.74 Million 0.33% of portfolio
20,512
Q2 2025 Reduced 4.49%
$724B
$3.51 Million 0.31% of portfolio
4,497
Q2 2025 Reduced 1.23%
$0
$3.53 Million 0.31% of portfolio
144,542
Q2 2025 Added 1.36%
$0
$3.53 Million 0.31% of portfolio
11,630
Q2 2025 Reduced 1.9%
$0
$3.39 Million 0.3% of portfolio
11,878
Q2 2025 Added 9.35%
$0
$3.45 Million 0.3% of portfolio
31,524
Q2 2025 Reduced 1.02%
$81.6B
$3.15 Million 0.28% of portfolio
10,799
Q2 2025 Reduced 9.39%
$0
$3.05 Million 0.27% of portfolio
58,017
Q2 2025 Reduced 1.21%
$0
$3.14 Million 0.27% of portfolio
5,075
Q2 2025 Reduced 2.23%
$367B
$3.06 Million 0.27% of portfolio
19,233
Q2 2025 Reduced 1.4%
$0
$2.92 Million 0.25% of portfolio
6,920
Q2 2025 Reduced 1.55%
$15.3B
$2.88 Million 0.25% of portfolio
65,000
Q2 2025 Reduced 0.02%
$255B
$2.72 Million 0.24% of portfolio
9,224
Q2 2025 Reduced 0.31%
$226B
$2.75 Million 0.24% of portfolio
8,631
Q2 2025 Reduced 0.01%
$0
$2.63 Million 0.23% of portfolio
50,170
Q2 2025 Added 154.84%
$218B
$2.67 Million 0.23% of portfolio
19,648
Q2 2025 Reduced 4.47%
$0
$2.47 Million 0.22% of portfolio
39,330
Q2 2025 Reduced 0.28%
$657B
$2.49 Million 0.22% of portfolio
11,389
Q2 2025 Reduced 2.52%
$150B
$2.42 Million 0.21% of portfolio
34,834
Q2 2025 Added 5.27%
$150B
$2.38 Million 0.21% of portfolio
4,689
Q2 2025 Reduced 2.54%
$529B
$2.13 Million 0.19% of portfolio
3,789
Q2 2025 Added 17.2%
$0
$2.15 Million 0.19% of portfolio
3,898
Q2 2025 Added 3.51%
$0
$2.17 Million 0.19% of portfolio
38,134
Q2 2025 Reduced 26.78%
$327B
$2.06 Million 0.18% of portfolio
11,109
Q2 2025 Added 0.32%
$0
$2.1 Million 0.18% of portfolio
42,291
Q2 2025 Added 24.21%
$0
$2.1 Million 0.18% of portfolio
71,980
Q2 2025 Reduced 0.19%
$220B
$1.94 Million 0.17% of portfolio
15,677
Q2 2025 Reduced 20.86%
$0
$1.92 Million 0.17% of portfolio
6,875
Q2 2025 Added 58.16%
$0
$1.94 Million 0.17% of portfolio
37,885
Q2 2025 Added 1.33%
$0
$1.97 Million 0.17% of portfolio
40,249
Q2 2025 Added 3.62%
$0
$1.86 Million 0.16% of portfolio
43,934
Q2 2025 Added 0.0%
$158B
$1.88 Million 0.16% of portfolio
8,077
Q2 2025 Reduced 5.39%
$0
$1.87 Million 0.16% of portfolio
39,344
Q2 2025 Reduced 1.86%
$0
$1.79 Million 0.16% of portfolio
18,996
Q2 2025 New
$0
$1.85 Million 0.16% of portfolio
28,557
Q2 2025 New
$0
$1.89 Million 0.16% of portfolio
25,622
Q2 2025 Added 0.8%
$0
$1.88 Million 0.16% of portfolio
24,670
Q2 2025 Reduced 1.09%
$0
$1.81 Million 0.16% of portfolio
6,473
Q2 2025 Added 416.6%
$303B
$1.69 Million 0.15% of portfolio
23,865
Q2 2025 Added 0.48%
$0
$1.69 Million 0.15% of portfolio
60,276
Q2 2025 Reduced 4.1%
$0
$1.71 Million 0.15% of portfolio
63,141
Q2 2025 Added 2.79%
$179B
$1.75 Million 0.15% of portfolio
11,002
Q2 2025 Added 2.8%
$0
$1.75 Million 0.15% of portfolio
22,508
Q2 2025 Reduced 7.08%
$260B
$1.62 Million 0.14% of portfolio
16,575
Q2 2025 Added 3.53%
$223B
$1.55 Million 0.14% of portfolio
10,635
Q2 2025 Reduced 5.34%
$0
$1.64 Million 0.14% of portfolio
32,959
Q2 2025 Reduced 1.66%
$201B
$1.6 Million 0.14% of portfolio
20,169
Q2 2025 Reduced 3.46%
$0
$1.61 Million 0.14% of portfolio
15,383
Q2 2025 Reduced 18.16%
$0
$1.45 Million 0.13% of portfolio
6,102
Q2 2025 Added 103.6%

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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