Beaumont Financial Advisors, LLC Portfolio Holdings
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
Beaumont Financial Advisors, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $61.3M, Microsoft Corp with a value of $60.3M, Ishares Core S&P 500 ETF with a value of $51.8M, Alphabet Inc. with a value of $43.8M, and Amazon Com Inc with a value of $32.5M.
Examining the 13F form we can see an increase of $46.4M in the current position value, from $1.06B to 1.1B.
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
Summary
- Portfolio
- No. of Stocks 365
- Current Value $1.1 Billion
- Prior Value $1.06 Billion
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 18 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks