Beaumont Asset Management, L.L.C. Reduced Holdings in Q3 2025

Beaumont Asset Management, L.L.C.

  • $192 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-27K
- 23.94%
$70.77 - $73.59 $1.91M - $1.99M
85.9K $6.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.6K
- 5.85%
N/A
219K $18.8M
NOW
Service Now, Inc.

Technology
-51
- 1.74%
$850.86 - $1044.69 $43.4K - $53.3K
2.89K $2.66M
CRM
Salesforce, Inc.

Technology
-75
- 0.97%
$231.66 - $273.65 $17.4K - $20.5K
7.65K $1.81M
KMX
Carmax Inc

Consumer Cyclical
-348
- 4.5%
$44.86 - $71.57 $15.6K - $24.9K
7.38K $331K
TGT
Target Corp

Consumer Defensive
-14
- 0.51%
$86.56 - $107.43 $1.21K - $1.5K
2.73K $244K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-183
- 1.45%
$70.85 - $76.96 $13K - $14.1K
12.4K $945K
MA
Mastercard Inc

Financial Services
-41
- 1.56%
$550.18 - $598.96 $22.6K - $24.6K
2.58K $1.47M
Ge Healthcare Technologies I
-29
- 0.4%
N/A
7.17K $0
Blackrock Inc
-45
- 1.74%
N/A
2.54K $0
TCBX
Third Coast Bancshares, Inc.

Financial Services
-589
- 6.89%
$33.06 - $41.0 $19.5K - $24.1K
7.96K $302K
O
Realty Income Corp

Real Estate
-227
- 1.91%
$56.13 - $60.79 $12.7K - $13.8K
11.6K $707K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-125
- 2.4%
$187.97 - $199.47 $23.5K - $24.9K
5.09K $1.02M
UBER
Uber Technologies, Inc

Technology
-39
- 0.39%
$86.91 - $99.57 $3.39K - $3.88K
9.92K $971K
ROK
Rockwell Automation, Inc

Industrials
-69
- 1.58%
$328.67 - $358.52 $22.7K - $24.7K
4.31K $1.51M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-213
- 2.03%
$131.47 - $143.64 $28K - $30.6K
10.3K $1.45M
VCR
Vanguard Consumer Discretionar

ETFs
-49
- 2.06%
$359.61 - $401.35 $17.6K - $19.7K
2.33K $924K
MDT
Medtronic PLC

Healthcare
-214
- 2.09%
$87.67 - $95.74 $18.8K - $20.5K
10K $955K
XLE
Energy Sector Spdr

ETFs
-694
- 2.54%
$84.25 - $91.99 $58.5K - $63.8K
26.6K $2.38M
WMT
Walmart Inc.

Consumer Defensive
-501
- 2.16%
$94.4 - $104.27 $47.3K - $52.2K
22.7K $2.34M
LMT
Lockheed Martin Corp

Industrials
-32
- 1.09%
$410.74 - $499.21 $13.1K - $16K
2.92K $1.46M
RTX
Raytheon Technologies Corp

Industrials
-40
- 0.8%
$144.19 - $167.33 $5.77K - $6.69K
4.99K $834K
AAPL
Apple Inc.

Technology
-25
- 1.1%
$202.38 - $256.87 $5.06K - $6.42K
2.24K $570K
VTV
Vanguard Value ETF

ETFs
-645
- 2.11%
$175.51 - $186.57 $113K - $120K
29.9K $5.58M
GS
Goldman Sachs Group Inc

Financial Services
-47
- 1.71%
$696.56 - $806.32 $32.7K - $37.9K
2.7K $2.15M
VEU
Vanguard Ftse All World Ex Us

ETFs
-66
- 0.1%
$66.38 - $71.68 $4.38K - $4.73K
63.7K $4.55M
GD
General Dynamics Corp

Industrials
-99
- 1.64%
$293.92 - $341.0 $29.1K - $33.8K
5.96K $2.03M
MSFT
Microsoft Corp

Technology
-122
- 0.68%
$491.09 - $535.64 $59.9K - $65.3K
17.7K $9.16M
AVGO
Broadcom Inc.

Technology
-103
- 1.14%
$264.74 - $369.57 $27.3K - $38.1K
8.94K $2.95M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-226
- 1.95%
$256.21 - $323.54 $57.9K - $73.1K
11.3K $3.62M
GOOGL
Alphabet Inc.

Communication Services
-331
- 1.12%
$174.36 - $254.72 $57.7K - $84.3K
29.3K $7.13M
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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