Beaumont Asset Management, L.L.C. Incresed Positions in Q3 2024

Beaumont Asset Management, L.L.C.

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.44K
+ 4.62%
$520.18 - $576.82 $1.79M - $1.98M
77.9K $44.9M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
97K
+ 108.44%
$25.04 - $25.21 $2.43M - $2.44M
186K $4.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
70.2K
+ 54.72%
$24.78 - $25.11 $1.74M - $1.76M
198K $4.98M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.67K
+ 15.2%
$61.47 - $67.36 $533K - $584K
65.7K $4.42M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.26K
+ 11.94%
$67.43 - $74.23 $287K - $316K
39.9K $2.91M
BLK
Black Rock Inc.

Financial Services
10
+ 0.39%
$782.27 - $949.51 $7.82K - $9.5K
2.57K $2.44M
WMT
Walmart Inc.

Consumer Defensive
916
+ 3.58%
$66.91 - $81.4 $61.3K - $74.6K
26.5K $2.14M
LMT
Lockheed Martin Corp

Industrials
51
+ 1.75%
$460.3 - $584.56 $23.5K - $29.8K
2.96K $1.73M
BX
Blackstone Inc.

Financial Services
139
+ 2.08%
$120.77 - $159.66 $16.8K - $22.2K
6.81K $1.04M
AXP
American Express CO

Financial Services
94
+ 1.95%
$225.92 - $271.17 $21.2K - $25.5K
4.91K $1.33M
AVGO
Broadcom Inc.

Technology
8.06K
+ 941.0%
$136.27 - $1745.86 $1.1M - $14.1M
8.91K $1.54M
MDT
Medtronic PLC

Healthcare
150
+ 1.3%
$76.84 - $91.03 $11.5K - $13.7K
11.7K $1.05M
GS
Goldman Sachs Group Inc

Financial Services
40
+ 1.46%
$459.02 - $510.25 $18.4K - $20.4K
2.77K $1.37M
PH
Parker Hannifin Corp

Industrials
17
+ 2.06%
$501.01 - $635.92 $8.52K - $10.8K
841 $531K
RTX
Raytheon Technologies Corp

Industrials
73
+ 1.53%
$99.55 - $123.34 $7.27K - $9K
4.85K $587K
SO
Southern CO

Utilities
80
+ 1.09%
$77.0 - $90.52 $6.16K - $7.24K
7.41K $668K
GD
General Dynamics Corp

Industrials
16
+ 0.27%
$279.51 - $308.09 $4.47K - $4.93K
6.03K $1.82M
XLF
Financial Sector Spdr

ETFs
125
+ 0.8%
$40.84 - $45.74 $5.11K - $5.72K
15.7K $713K
CCI
Crown Castle International Corp

Real Estate
34
+ 1.09%
$95.29 - $120.24 $3.24K - $4.09K
3.16K $375K
JPM
Jpmorgan Chase & CO

Financial Services
123
+ 2.46%
$194.9 - $224.8 $24K - $27.7K
5.12K $1.08M
BDX
Becton Dickinson & CO

Healthcare
103
+ 1.99%
$221.47 - $242.41 $22.8K - $25K
5.27K $1.27M
CMCSA
Comcast Corp

Communication Services
568
+ 3.85%
$37.33 - $41.78 $21.2K - $23.7K
15.3K $639K
UBER
Uber Technologies, Inc

Technology
334
+ 2.36%
$58.48 - $77.47 $19.5K - $25.9K
14.5K $1.09M
PEP
Pepsico Inc

Consumer Defensive
88
+ 1.82%
$161.9 - $179.3 $14.2K - $15.8K
4.92K $836K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1K
+ 9.17%
$25.97 - $26.11 $26K - $26.1K
11.9K $310K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
67
+ 0.95%
$52.1 - $59.66 $3.49K - $4K
7.14K $422K
AMH
American Homes 4 Rent

Real Estate
142
+ 1.21%
$34.87 - $41.14 $4.95K - $5.84K
11.9K $456K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
366
+ 7.73%
$211.47 - $281.27 $77.4K - $103K
5.1K $1.25M
INVH
Invitation Homes Inc.

Real Estate
247
+ 1.83%
$33.2 - $37.28 $8.2K - $9.21K
13.8K $485K
ROK
Rockwell Automation, Inc

Industrials
14
+ 0.31%
$248.27 - $294.37 $3.48K - $4.12K
4.47K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
258
+ 1.44%
$161.02 - $200.0 $41.5K - $51.6K
18.2K $3.39M
XLE
Energy Sector Spdr

ETFs
316
+ 0.96%
$84.35 - $93.39 $26.7K - $29.5K
33.1K $2.91M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
6
+ 0.05%
$201.42 - $273.98 $1.21K - $1.64K
11.9K $2.85M
MSFT
Microsoft Corp

Technology
107
+ 0.6%
$395.15 - $467.56 $42.3K - $50K
17.8K $7.67M
GOOGL
Alphabet Inc.

Communication Services
398
+ 1.22%
$148.65 - $191.18 $59.2K - $76.1K
33K $5.47M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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