Beaumont Asset Management, L.L.C. Purchases in Q3 2025

Beaumont Asset Management, L.L.C.

  • $192 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.59K
+ 1.84%
$620.67 - $670.08 $984K - $1.06M
87.8K $58.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.55K
+ 271.23%
$362.31 - $405.74 $1.65M - $1.85M
6.23K $2.51M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.6K
New
$50.53 - $50.82 $1.19M - $1.2M
23.6K $1.2M
IEFA
Ishares Tr

ETFs
6.61K
New
$81.7 - $87.53 $540K - $579K
6.61K $577K
PULS
Pgim ETF Tr

ETFs
9.3K
New
$49.58 - $49.83 $461K - $463K
9.3K $463K
CLX
Clorox CO

Consumer Defensive
3.55K
New
$117.67 - $131.43 $418K - $467K
3.55K $437K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.5K
+ 3.37%
$25.09 - $25.19 $289K - $290K
354K $8.91M
VBR
Vanguard Small Cap Value ETF

ETFs
34
+ 0.16%
$195.41 - $212.37 $6.64K - $7.22K
20.7K $4.32M
ALB
Albemarle Corp

Basic Materials
2.73K
New
$62.9 - $88.1 $171K - $240K
2.73K $220K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.32K
+ 15.36%
$20.77 - $21.32 $193K - $199K
69.9K $1.48M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.03K
New
$25.37 - $25.79 $204K - $207K
8.03K $205K
XOM
Exxon Mobil Corp

Energy
1.81K
New
$105.83 - $117.22 $191K - $212K
1.81K $203K
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 0.73%
$303.93 - $329.86 $15.5K - $16.8K
7.08K $2.32M
AMZN
Amazon Com Inc

Consumer Cyclical
824
+ 4.47%
$211.65 - $238.24 $174K - $196K
19.2K $4.22M
BX
Blackstone Inc.

Financial Services
78
+ 1.06%
$152.77 - $188.68 $11.9K - $14.7K
7.41K $1.27M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.39K
+ 2.73%
N/A
240K $5.71M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.08%
$282.78 - $316.06 $1.13K - $1.26K
5.03K $1.59M
AXP
American Express CO

Financial Services
46
+ 0.95%
$294.27 - $342.31 $13.5K - $15.7K
4.88K $1.62M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
496
+ 14.18%
$68.24 - $73.73 $33.8K - $36.6K
3.99K $293K
IBDV
Ishares Tr

Technology
1.36K
+ 2.53%
$21.75 - $22.22 $29.5K - $30.2K
55K $1.22M
SO
Southern CO

Utilities
126
+ 1.73%
$90.83 - $96.0 $11.4K - $12.1K
7.41K $702K
XLF
Financial Sector Spdr

ETFs
79
+ 0.5%
$51.37 - $54.25 $4.06K - $4.29K
15.8K $852K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 1.38%
$279.83 - $293.74 $2.8K - $2.94K
734 $215K
IBMO
Ishares Tr Ibonds December 202

ETFs
200
+ 2.4%
$25.58 - $25.72 $5.12K - $5.14K
8.52K $218K
ABT
Abbott Laboratories

Healthcare
11
+ 0.45%
$120.51 - $136.62 $1.33K - $1.5K
2.44K $327K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
136
+ 1.86%
$46.51 - $50.07 $6.33K - $6.81K
7.43K $348K
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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