Beaumont Asset Management, L.L.C. Sells in Q4 2024

Beaumont Asset Management, L.L.C.

  • $168 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-3.59K
- 10.53%
$168.32 - $181.87 $604K - $653K
30.5K $5.16M
XLE
Energy Sector Spdr

ETFs
-6.81K
- 20.57%
$83.32 - $97.27 $568K - $663K
26.3K $2.25M
BDX
Becton Dickinson & CO

Healthcare
-2.26K
- 42.91%
$220.02 - $243.75 $497K - $551K
3.01K $682K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.11K
- 2.79%
$64.85 - $73.04 $72.2K - $81.4K
38.8K $2.54M
LMT
Lockheed Martin Corp

Industrials
-108
- 3.64%
$479.66 - $614.62 $51.8K - $66.4K
2.86K $1.39M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.38K
- 1.24%
N/A
270K $23.1M
GD
General Dynamics Corp

Industrials
-110
- 1.83%
$260.28 - $314.03 $28.6K - $34.5K
5.92K $1.56M
MSFT
Microsoft Corp

Technology
-238
- 1.34%
$406.35 - $454.46 $96.7K - $108K
17.6K $7.41M
UBER
Uber Technologies, Inc

Technology
-49
- 0.34%
$59.93 - $86.34 $2.94K - $4.23K
14.4K $871K
VBR
Vanguard Small Cap Value ETF

ETFs
-265
- 1.29%
$197.36 - $217.3 $52.3K - $57.6K
20.3K $4.03M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.72K
- 2.21%
$570.51 - $610.59 $980K - $1.05M
76.2K $44.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-304
- 2.81%
$134.53 - $150.65 $40.9K - $45.8K
10.5K $1.42M
SO
Southern CO

Utilities
-214
- 2.89%
$81.5 - $94.15 $17.4K - $20.1K
7.2K $592K
QCOM
Qualcomm Inc

Technology
-85
- 2.38%
$150.4 - $178.04 $12.8K - $15.1K
3.48K $534K
INVH
Invitation Homes Inc.

Real Estate
-521
- 3.79%
$31.4 - $34.69 $16.4K - $18.1K
13.2K $423K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-112
- 2.2%
$238.25 - $261.28 $26.7K - $29.3K
4.99K $1.21M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-40
- 0.69%
$184.21 - $199.29 $7.37K - $7.97K
5.74K $1.06M
ALB
Albemarle Corp

Basic Materials
-150
- 4.58%
$86.08 - $111.3 $12.9K - $16.7K
3.13K $269K
RTX
Raytheon Technologies Corp

Industrials
-58
- 1.2%
$114.45 - $127.21 $6.64K - $7.38K
4.79K $554K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-70
- 1.44%
$47.92 - $55.17 $3.35K - $3.86K
4.8K $231K
AMH
American Homes 4 Rent

Real Estate
-162
- 1.36%
$35.02 - $39.25 $5.67K - $6.36K
11.7K $439K
PH
Parker Hannifin Corp

Industrials
-29
- 3.45%
$621.74 - $709.46 $18K - $20.6K
812 $516K
TXN
Texas Instruments Inc

Technology
-50
- 1.73%
N/A
2.85K $553K
VCR
Vanguard Consumer Discretionar

ETFs
-19
- 2.24%
$328.51 - $401.37 $6.24K - $7.63K
828 $310K
AAPL
Apple Inc.

Technology
-30
- 1.51%
$221.69 - $259.02 $6.65K - $7.77K
1.96K $490K
XLF
Financial Sector Spdr

ETFs
-377
- 2.39%
$44.89 - $51.34 $16.9K - $19.4K
15.4K $742K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-247
- 2.08%
$225.16 - $265.16 $55.6K - $65.5K
11.6K $2.88M
ROK
Rockwell Automation, Inc

Industrials
-94
- 2.1%
$264.65 - $302.92 $24.9K - $28.5K
4.38K $1.25M
MA
Mastercard Inc

Financial Services
-50
- 1.88%
$491.3 - $536.15 $24.6K - $26.8K
2.61K $1.37M
AXP
American Express CO

Financial Services
-84
- 1.71%
$267.35 - $305.57 $22.5K - $25.7K
4.82K $1.43M
BX
Blackstone Inc.

Financial Services
-134
- 1.97%
$148.45 - $199.05 $19.9K - $26.7K
6.68K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
-120
- 2.35%
$205.18 - $250.29 $24.6K - $30K
5K $1.2M
GS
Goldman Sachs Group Inc

Financial Services
-57
- 2.06%
$486.1 - $608.57 $27.7K - $34.7K
2.72K $1.56M
WMT
Walmart Inc.

Consumer Defensive
-699
- 2.63%
$79.1 - $95.7 $55.3K - $66.9K
25.8K $2.33M
CRM
Salesforce, Inc.

Technology
-181
- 2.32%
$270.87 - $367.87 $49K - $66.6K
7.63K $2.55M
AVGO
Broadcom Inc.

Technology
-202
- 2.27%
$159.67 - $250.0 $32.3K - $50.5K
8.71K $2.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-228
- 1.25%
$180.88 - $232.93 $41.2K - $53.1K
18K $3.94M
NOW
Service Now, Inc.

Technology
-106
- 2.57%
$867.18 - $1148.42 $91.9K - $122K
4.03K $4.27M
GOOGL
Alphabet Inc.

Communication Services
-256
- 0.78%
$161.86 - $196.66 $41.4K - $50.3K
32.7K $6.2M
Activity Summary
Buys All Purchases 11 New Holdings 4 Increased Positions 7 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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