Beaumont Asset Management, L.L.C. Purchases in Q1 2025

Beaumont Asset Management, L.L.C.

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.95K
+ 7.8%
$554.06 - $615.85 $3.29M - $3.66M
82.1K $46.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20K
New
$58.01 - $64.46 $1.16M - $1.29M
20K $1.24M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
57.2K
New
$20.1 - $20.8 $1.15M - $1.19M
57.2K $1.19M
IBDV
Ishares Tr

Technology
49.2K
New
$21.11 - $21.73 $1.04M - $1.07M
49.2K $1.07M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
44.4K
New
$22.61 - $23.14 $1M - $1.03M
44.4K $1.03M
MRK
Merck & Co., Inc.

Healthcare
8.13K
New
$83.01 - $101.02 $675K - $822K
8.13K $730K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.92K
New
$161.05 - $222.93 $471K - $652K
2.92K $536K
O
Realty Income Corp

Real Estate
8.04K
New
$51.67 - $58.49 $416K - $470K
8.04K $466K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.8K
+ 9.71%
N/A
213K $5.05M
NVDA
Nvidia Corp

Technology
3.86K
New
$106.98 - $149.43 $413K - $577K
3.86K $418K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.07K
+ 41.4%
$211.47 - $267.17 $437K - $552K
7.05K $1.49M
XLE
Energy Sector Spdr

ETFs
14
+ 0.05%
$85.7 - $93.96 $1.2K - $1.32K
26.3K $2.46M
XOM
Exxon Mobil Corp

Energy
1.74K
New
$105.44 - $118.93 $183K - $206K
1.74K $206K
VTV
Vanguard Value ETF

ETFs
578
+ 1.9%
$167.73 - $179.21 $96.9K - $104K
31.1K $5.37M
UBER
Uber Technologies, Inc

Technology
95
+ 0.66%
$63.17 - $81.49 $6K - $7.74K
14.5K $1.06M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
10.5K
New
$10.43 - $10.86 $109K - $114K
10.5K $109K
RTX
Raytheon Technologies Corp

Industrials
134
+ 2.8%
$114.1 - $135.66 $15.3K - $18.2K
4.92K $652K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 2.7%
$65.27 - $71.18 $127K - $139K
74.2K $4.92M
SO
Southern CO

Utilities
95
+ 1.32%
$80.96 - $92.96 $7.69K - $8.83K
7.29K $670K
CTRA
Coterra Energy Inc.

Energy
145
+ 0.66%
$25.51 - $29.83 $3.7K - $4.33K
22.2K $641K
GD
General Dynamics Corp

Industrials
43
+ 0.73%
$241.94 - $272.58 $10.4K - $11.7K
5.96K $1.62M
INVH
Invitation Homes Inc.

Real Estate
417
+ 3.15%
$30.28 - $34.85 $12.6K - $14.5K
13.7K $475K
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 0.82%
$225.19 - $279.95 $9.23K - $11.5K
5.04K $1.24M
XLF
Financial Sector Spdr

ETFs
235
+ 1.53%
$47.32 - $52.19 $11.1K - $12.3K
15.6K $777K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.29%
$286.85 - $318.64 $1.15K - $1.27K
1.39K $425K
BDX
Becton Dickinson & CO

Healthcare
53
+ 1.76%
$222.79 - $249.08 $11.8K - $13.2K
3.06K $700K
VOOV
Vanguard S&P 500 Value ETF

ETFs
77
+ 1.34%
$179.71 - $192.06 $13.8K - $14.8K
5.82K $1.07M
AAPL
Apple Inc.

Technology
306
+ 15.61%
$209.68 - $247.1 $64.2K - $75.6K
2.27K $503K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
236
+ 2.37%
$62.72 - $71.92 $14.8K - $17K
10.2K $641K
TXN
Texas Instruments Inc

Technology
6
+ 0.21%
N/A
2.85K $554K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
5
+ 0.1%
$47.6 - $51.91 $238 - $260
4.8K $232K
PEP
Pepsico Inc

Consumer Defensive
71
+ 1.47%
$142.64 - $156.42 $10.1K - $11.1K
4.9K $734K
Blackrock Inc
34
+ 1.36%
N/A
2.54K $0
CMCSA
Comcast Corp

Communication Services
95
+ 0.62%
$33.19 - $38.23 $3.15K - $3.63K
15.4K $569K
PFE
Pfizer Inc

Healthcare
528
+ 3.11%
$25.01 - $27.13 $13.2K - $14.3K
17.5K $443K
VTI
Vanguard Total Stock Market Et

ETFs
200
+ 4.34%
$271.18 - $303.12 $54.2K - $60.6K
4.81K $1.32M
VCR
Vanguard Consumer Discretionar

ETFs
23
+ 2.78%
$318.51 - $391.75 $7.33K - $9.01K
851 $277K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.18%
$524.81 - $672.19 $2.62K - $3.36K
2.72K $1.49M
LMT
Lockheed Martin Corp

Industrials
85
+ 2.98%
$423.19 - $506.29 $36K - $43K
2.94K $1.31M
ROK
Rockwell Automation, Inc

Industrials
94
+ 2.15%
$255.29 - $303.75 $24K - $28.6K
4.47K $1.15M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
28
+ 0.27%
$121.0 - $142.28 $3.39K - $3.98K
10.5K $1.31M
AXP
American Express CO

Financial Services
13
+ 0.27%
$255.39 - $325.87 $3.32K - $4.24K
4.83K $1.3M
VBR
Vanguard Small Cap Value ETF

ETFs
290
+ 1.43%
$183.02 - $207.75 $53.1K - $60.2K
20.6K $3.84M
BX
Blackstone Inc.

Financial Services
17
+ 0.25%
$136.53 - $186.74 $2.32K - $3.17K
6.69K $935K
AMZN
Amazon Com Inc

Consumer Cyclical
268
+ 1.49%
$190.26 - $242.06 $51K - $64.9K
18.2K $3.47M
CRM
Salesforce, Inc.

Technology
16
+ 0.21%
$268.36 - $359.95 $4.29K - $5.76K
7.64K $2.05M
AVGO
Broadcom Inc.

Technology
257
+ 2.95%
$167.43 - $244.7 $43K - $62.9K
8.97K $1.5M
MSFT
Microsoft Corp

Technology
129
+ 0.73%
$375.39 - $447.2 $48.4K - $57.7K
17.7K $6.65M
Activity Summary
Buys All Purchases 49 New Holdings 11 Increased Positions 38 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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