Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

Beaumont Financial Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $69.2M, Microsoft Corp with a value of $63.3M, Ishares Core S&P 500 ETF with a value of $60.9M, Alphabet Inc. with a value of $56.9M, and Advisors Inn.Circle Fd Iii Str with a value of $46.9M.

Examining the 13F form we can see an increase of $90.5M in the current position value, from $1.14B to 1.24B.

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 $1.24 Billion
ETFs: $511 Million
Technology: $213 Million
Financial Services: $114 Million
Consumer Cyclical: $113 Million
Communication Services: $94.5 Million
Healthcare: $45.8 Million
Consumer Defensive: $32.4 Million
Industrials: $30 Million
Other: $32.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$1.62 Million 0.13% of portfolio
7,702
Q3 2025 Reduced 4.64%
$0
$1.58 Million 0.13% of portfolio
6,219
Q3 2025 Added 1.92%
$0
$1.62 Million 0.13% of portfolio
15,212
Q3 2025 Reduced 1.11%
$0
$1.46 Million 0.12% of portfolio
18,205
Q3 2025 Added 4.34%
$0
$1.48 Million 0.12% of portfolio
53,154
Q3 2025 Reduced 15.82%
$0
$1.45 Million 0.12% of portfolio
27,737
Q3 2025 New
$0
$1.47 Million 0.12% of portfolio
9,556
Q3 2025 Added 6.17%
$0
$1.48 Million 0.12% of portfolio
18,096
Q3 2025 Reduced 19.6%
$0
$1.42 Million 0.12% of portfolio
55,731
Q3 2025 New
$0
$1.46 Million 0.12% of portfolio
15,970
Q3 2025 Reduced 1.72%
$0
$1.46 Million 0.12% of portfolio
73,979
Q3 2025 Reduced 0.95%
$0
$1.47 Million 0.12% of portfolio
20,668
Q3 2025 Reduced 27.63%
$0
$1.54 Million 0.12% of portfolio
27,250
Q3 2025 Reduced 0.62%
$0
$1.44 Million 0.12% of portfolio
73,867
Q3 2025 Added 0.29%
$54.9B
$1.35 Million 0.11% of portfolio
5,914
Q3 2025 Added 0.27%
$0
$1.41 Million 0.11% of portfolio
2,361
Q3 2025 Reduced 2.32%
$222B
$1.32 Million 0.11% of portfolio
2,716
Q3 2025 Added 25.8%
$23.6B
$1.33 Million 0.11% of portfolio
27,020
Q3 2025 Added 26.97%
$42B
$1.35 Million 0.11% of portfolio
9,529
Q3 2025 Added 0.03%
$135B
$1.41 Million 0.11% of portfolio
3,812
Q3 2025 Added 18.75%
$0
$1.23 Million 0.1% of portfolio
32,520
Q3 2025 Reduced 3.09%
$0
$1.29 Million 0.1% of portfolio
13,782
Q1 2025 Added 1.81%
$102B
$1.22 Million 0.1% of portfolio
9,383
Q2 2025 Added 0.74%
$108B
$1.26 Million 0.1% of portfolio
4,309
Q3 2025 Added 14.88%
$0
$1.26 Million 0.1% of portfolio
8,694
Q3 2025 Reduced 3.07%
$160B
$1.19 Million 0.1% of portfolio
4,208
Q3 2025 Added 0.07%
$127B
$1.24 Million 0.1% of portfolio
3,499
Q3 2025 Reduced 0.28%
$0
$1.22 Million 0.1% of portfolio
2,638
Q2 2025 Reduced 2.91%
$0
$1.2 Million 0.1% of portfolio
20,011
Q3 2025 Added 2.36%
$0
$1.27 Million 0.1% of portfolio
27,214
Q2 2025 Reduced 1.96%
$15.4B
$1.27 Million 0.1% of portfolio
5,186
Q3 2025 Added 0.02%
$0
$1.22 Million 0.1% of portfolio
26,202
Q3 2025 Added 4.73%
$23.1B
$1.27 Million 0.1% of portfolio
29,972
Q2 2025 Reduced 2.22%
$82.9B
$1.12 Million 0.09% of portfolio
9,020
Q3 2025 Added 37.14%
$0
$1.09 Million 0.09% of portfolio
9,221
Q3 2025 Reduced 3.13%
$319B
$1.17 Million 0.09% of portfolio
3,391
Q3 2025 Reduced 12.1%
$0
$1.13 Million 0.09% of portfolio
78,250
Q3 2025 Reduced 14.64%
$0
$1.14 Million 0.09% of portfolio
16,503
Q3 2025 Reduced 0.62%
$413B
$1.12 Million 0.09% of portfolio
6,916
Q3 2025 Added 28.86%
$0
$1.02 Million 0.08% of portfolio
8,488
Q3 2024 Added 22.43%
$129B
$966,000 0.08% of portfolio
1,937
Q3 2025 Reduced 9.32%
$0
$989,000 0.08% of portfolio
4,054
Q3 2025 Added 0.02%
$0
$1.01 Million 0.08% of portfolio
4,964
Q3 2025 Added 0.85%
$0
$970,000 0.08% of portfolio
13,599
Q3 2025 Reduced 2.17%
$0
$941,000 0.08% of portfolio
3,339
Q3 2025 Reduced 4.79%
$0
$950,000 0.08% of portfolio
6,740
Q3 2025 Reduced 6.56%
$177B
$1.03 Million 0.08% of portfolio
5,298
Q3 2025 Reduced 6.18%
$0
$929,000 0.08% of portfolio
16,459
Q3 2025 Added 2.9%
$157B
$881,000 0.07% of portfolio
4,445
Q3 2025 Added 29.14%

Summary

  • Portfolio
  • No. of Stocks 394
  • Current Value $1.24 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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