Beaumont Asset Management, L.L.C. Portfolio Holdings
Beaumont Asset Management, L.L.C.
- $169 Million
- Q3 2024
Beaumont Asset Management, L.L.C. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.9M, Vaneck Morningstar Wide Moat E with a value of $23.4M, Microsoft Corp with a value of $7.67M, Vanguard Value ETF with a value of $5.95M, and Alphabet Inc. with a value of $5.47M.
Examining the 13F form we can see an increase of $13.1M in the current position value, from $156M to 169M.
Below you can find more details about Beaumont Asset Management, L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$169 Million
ETFs: $115 Million
Technology: $17.8 Million
Financial Services: $9.12 Million
Industrials: $6.54 Million
Communication Services: $6.11 Million
Consumer Defensive: $4.18 Million
Healthcare: $3.94 Million
Consumer Cyclical: $3.39 Million
Other: $2.29 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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