Beaumont Asset Management, L.L.C. Purchases in Q2 2025

Beaumont Asset Management, L.L.C.

  • $181 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.09K
+ 4.98%
$498.8 - $620.9 $2.04M - $2.54M
86.2K $53.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
63.8K
New
$54.19 - $67.22 $3.46M - $4.29M
63.8K $4.29M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
38.7K
+ 52.16%
$59.24 - $71.39 $2.29M - $2.76M
113K $8.05M
MSFT
Microsoft Corp

Technology
94
+ 0.53%
$354.56 - $497.45 $33.3K - $46.8K
17.8K $8.86M
AVGO
Broadcom Inc.

Technology
74
+ 0.83%
$146.29 - $275.65 $10.8K - $20.4K
9.04K $2.49M
VTI
Vanguard Total Stock Market Et

ETFs
2.22K
+ 46.24%
$243.75 - $303.93 $542K - $675K
7.03K $2.14M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
82
+ 0.71%
$160.63 - $257.78 $13.2K - $21.1K
11.6K $2.97M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.68K
New
$273.67 - $366.17 $459K - $615K
1.68K $614K
VCR
Vanguard Consumer Discretionar

ETFs
1.53K
+ 179.91%
$290.42 - $364.35 $445K - $558K
2.38K $863K
AMZN
Amazon Com Inc

Consumer Cyclical
174
+ 0.95%
$167.32 - $223.3 $29.1K - $38.9K
18.4K $4.04M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.3K
+ 10.01%
N/A
234K $5.56M
GS
Goldman Sachs Group Inc

Financial Services
29
+ 1.07%
$462.22 - $707.75 $13.4K - $20.5K
2.75K $1.95M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
16K
+ 4.9%
$25.04 - $25.18 $401K - $403K
342K $8.62M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.43K
+ 23.9%
$57.46 - $75.58 $140K - $184K
12.6K $953K
AXP
American Express CO

Financial Services
4
+ 0.08%
$231.39 - $318.98 $926 - $1.28K
4.84K $1.54M
O
Realty Income Corp

Real Estate
3.82K
+ 47.51%
$52.27 - $58.52 $200K - $224K
11.9K $683K
IBMO
Ishares Tr Ibonds December 202

ETFs
8.32K
New
$25.32 - $25.63 $211K - $213K
8.32K $213K
VONE
Vanguard Russell 1000 ETF

ETFs
748
New
$225.48 - $280.86 $169K - $210K
748 $210K
VO
Vanguard Mid Cap ETF

ETFs
724
New
$228.54 - $279.83 $165K - $203K
724 $202K
VBR
Vanguard Small Cap Value ETF

ETFs
30
+ 0.15%
$162.76 - $195.77 $4.88K - $5.87K
20.6K $4.03M
BX
Blackstone Inc.

Financial Services
642
+ 9.59%
$120.07 - $151.11 $77.1K - $97K
7.34K $1.1M
GD
General Dynamics Corp

Industrials
95
+ 1.59%
$247.68 - $291.66 $23.5K - $27.7K
6.06K $1.77M
IBDV
Ishares Tr

Technology
4.53K
+ 9.22%
$21.28 - $21.98 $96.5K - $99.7K
53.7K $1.18M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.26K
+ 9.59%
$22.7 - $23.33 $96.7K - $99.4K
48.7K $1.14M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.41K
+ 5.95%
$20.23 - $21.04 $68.9K - $71.7K
60.6K $1.28M
RTX
Raytheon Technologies Corp

Industrials
103
+ 2.09%
$113.75 - $148.48 $11.7K - $15.3K
5.03K $734K
CRM
Salesforce, Inc.

Technology
85
+ 1.11%
$236.26 - $291.15 $20.1K - $24.7K
7.73K $2.11M
MA
Mastercard Inc

Financial Services
34
+ 1.31%
$479.92 - $590.74 $16.3K - $20.1K
2.62K $1.47M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.2%
$430.82 - $486.45 $2.58K - $2.92K
2.95K $1.36M
XLF
Financial Sector Spdr

ETFs
132
+ 0.85%
$43.92 - $52.37 $5.8K - $6.91K
15.7K $824K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
177
+ 3.69%
$42.02 - $50.36 $7.44K - $8.91K
4.98K $248K
Ge Healthcare Technologies I
7.2K
New
N/A
7.2K $0
Blackrock Inc
42
+ 1.65%
N/A
2.58K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
392
+ 5.68%
$45.07 - $52.57 $17.7K - $20.6K
7.29K $356K
PG
Procter & Gamble CO

Consumer Defensive
98
+ 4.34%
$157.66 - $172.39 $15.5K - $16.9K
2.36K $375K
MDT
Medtronic PLC

Healthcare
65
+ 0.64%
$80.68 - $88.86 $5.24K - $5.78K
10.3K $893K
MRK
Merck & Co., Inc.

Healthcare
179
+ 2.2%
$73.47 - $87.12 $13.2K - $15.6K
8.31K $658K
XLE
Energy Sector Spdr

ETFs
1.01K
+ 3.84%
$76.44 - $94.13 $77.3K - $95.2K
27.3K $2.32M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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