Beaumont Asset Management, L.L.C. Reduced Holdings in Q3 2024

Beaumont Asset Management, L.L.C.

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.8K
- 2.08%
$85.84 - $85.84 $498K - $498K
273K $23.4M
VTV
Vanguard Value ETF

ETFs
-6.05K
- 15.07%
$159.75 - $174.57 $966K - $1.06M
34.1K $5.95M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.57K
- 47.92%
$104.47 - $116.17 $268K - $298K
2.79K $301K
QCOM
Qualcomm Inc

Technology
-824
- 18.77%
$156.12 - $209.64 $129K - $173K
3.57K $606K
CRM
Salesforce, Inc.

Technology
-1.25K
- 13.75%
$238.42 - $276.53 $297K - $344K
7.81K $2.14M
TCBX
Third Coast Bancshares, Inc.

Financial Services
-6.25K
- 42.25%
$20.18 - $27.99 $126K - $175K
8.54K $228K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.08K
- 9.71%
$23.13 - $23.43 $24.9K - $25.2K
10K $234K
ALB
Albemarle Corp

Basic Materials
-150
- 4.38%
$72.85 - $100.09 $10.9K - $15K
3.28K $310K
TXN
Texas Instruments Inc

Technology
-4
- 0.14%
$194.6 - $194.6 $778 - $778
2.9K $563K
TGT
Target Corp

Consumer Defensive
-50
- 1.79%
$133.47 - $159.25 $6.67K - $7.96K
2.74K $427K
ABT
Abbott Laboratories

Healthcare
-100
- 3.82%
$100.07 - $118.13 $10K - $11.8K
2.52K $287K
VCR
Vanguard Consumer Discretionar

ETFs
-12
- 1.4%
$291.88 - $341.94 $3.5K - $4.1K
847 $288K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-15
- 0.31%
$48.71 - $54.57 $731 - $819
4.87K $263K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-213
- 1.93%
$127.29 - $141.5 $27.1K - $30.1K
10.8K $1.51M
NOW
Service Now, Inc.

Technology
-417
- 9.17%
$730.87 - $937.36 $305K - $391K
4.13K $3.69M
VBR
Vanguard Small Cap Value ETF

ETFs
-514
- 2.44%
$179.99 - $201.6 $92.5K - $104K
20.6K $4.13M
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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