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
$0
$1.48 Million 0.13% of portfolio
27,421
Q2 2025 Reduced 0.31%
$0
$1.53 Million 0.13% of portfolio
91,675
Q2 2025 Added 0.01%
$13.6B
$1.43 Million 0.13% of portfolio
5,185
Q3 2024 Reduced 16.17%
$0
$1.45 Million 0.13% of portfolio
16,250
Q2 2025 Reduced 1.23%
$2.87B
$1.45 Million 0.13% of portfolio
94,779
Q2 2025 Added 0.55%
$0
$1.47 Million 0.13% of portfolio
74,691
Q2 2025 Reduced 2.14%
$0
$1.44 Million 0.13% of portfolio
73,651
Q2 2025 Reduced 2.05%
$0
$1.33 Million 0.12% of portfolio
9,001
Q2 2025 Reduced 0.39%
$0
$1.39 Million 0.12% of portfolio
17,448
Q2 2025 Reduced 1.65%
$0
$1.43 Million 0.12% of portfolio
68,937
Q2 2025 Reduced 2.01%
$0
$1.37 Million 0.12% of portfolio
2,417
Q2 2025 Reduced 3.2%
$0
$1.23 Million 0.11% of portfolio
13,782
Q1 2025 Added 1.81%
$59.9B
$1.29 Million 0.11% of portfolio
5,898
Q2 2025 Added 13.4%
$61.7B
$1.31 Million 0.11% of portfolio
4,914
Q2 2025 Added 2.31%
$0
$1.24 Million 0.11% of portfolio
27,214
Q2 2025 Reduced 1.96%
$264B
$1.2 Million 0.11% of portfolio
3,858
Q2 2025 Reduced 4.29%
$147B
$1.27 Million 0.11% of portfolio
3,210
Q2 2025 Reduced 1.62%
$0
$1.2 Million 0.1% of portfolio
20,437
Q2 2025 Reduced 4.55%
$1.04T
$1.18 Million 0.1% of portfolio
3,710
Q2 2025 Reduced 8.33%
$158B
$1.17 Million 0.1% of portfolio
4,205
Q2 2025 Reduced 1.71%
$177B
$1.1 Million 0.1% of portfolio
5,647
Q2 2025 Reduced 4.8%
$0
$1.11 Million 0.1% of portfolio
19,550
Q2 2025 Added 1.15%
$125B
$1.16 Million 0.1% of portfolio
3,751
Q2 2025 Added 4.02%
$0
$1.16 Million 0.1% of portfolio
2,638
Q2 2025 Reduced 2.91%
$33.4B
$1.17 Million 0.1% of portfolio
9,526
Q2 2025 Reduced 0.59%
$0
$1.13 Million 0.1% of portfolio
8,969
Q2 2025 Reduced 4.34%
$0
$1.16 Million 0.1% of portfolio
25,019
Q2 2025 Added 0.63%
$0
$1.16 Million 0.1% of portfolio
33,556
Q2 2025 Reduced 3.62%
$0
$1.05 Million 0.09% of portfolio
85,867
Q2 2025 Reduced 3.44%
$147B
$1.06 Million 0.09% of portfolio
15,289
Q1 2025 Reduced 7.99%
$108B
$1.07 Million 0.09% of portfolio
3,509
Q2 2025 Added 6.53%
$0
$1.03 Million 0.09% of portfolio
9,519
Q2 2025 Reduced 65.43%
$18.5B
$983,000 0.09% of portfolio
29,972
Q2 2025 Reduced 2.22%
$0
$1.09 Million 0.09% of portfolio
16,606
Q2 2025 Reduced 0.95%
$170B
$1.06 Million 0.09% of portfolio
2,001
Q2 2025 Reduced 2.06%
$121B
$989,000 0.09% of portfolio
2,136
Q2 2025 Added 1.23%
$0
$911,000 0.08% of portfolio
4,053
Q2 2025 Reduced 6.89%
$0
$934,000 0.08% of portfolio
13,900
Q2 2025 Reduced 3.92%
$105B
$905,000 0.08% of portfolio
4,099
Q2 2025 Added 27.85%
$0
$961,000 0.08% of portfolio
7,213
Q2 2025 Reduced 5.22%
$42.8B
$906,000 0.08% of portfolio
7,034
Q2 2025 Reduced 0.1%
$0
$926,000 0.08% of portfolio
8,488
Q3 2024 Added 22.43%
$103B
$875,000 0.08% of portfolio
9,533
Q2 2025 Reduced 1.51%
$159B
$875,000 0.08% of portfolio
2,159
Q2 2025 Reduced 3.87%
$979M
$936,000 0.08% of portfolio
62,291
Q2 2025 Added 0.3%
$0
$870,000 0.08% of portfolio
31,462
Q2 2025 Reduced 0.67%
$26.4B
$893,000 0.08% of portfolio
21,280
Q2 2025 Added 108.08%
$0
$956,000 0.08% of portfolio
4,922
Q2 2025 Reduced 0.73%
$0
$889,000 0.08% of portfolio
33,580
Q2 2025 Reduced 0.74%

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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