Beaumont Asset Management, L.L.C. Portfolio Holdings
Beaumont Asset Management, L.L.C.
- $162 Million
- Q1 2025
Beaumont Asset Management, L.L.C. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Million distributed in 69 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 $46.2M, Vaneck Morningstar Wide Moat E with a value of $21.4M, Ishares Ibonds Dec 2025 Term C with a value of $8.2M, Microsoft Corp with a value of $6.65M, and Vanguard Value ETF with a value of $5.37M.
Examining the 13F form we can see an decrease of $5.53M in the current position value, from $168M to 162M.
Below you can find more details about Beaumont Asset Management, L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $113 Million
Technology: $15.2 Million
Financial Services: $7.07 Million
Communication Services: $5.53 Million
Industrials: $5.46 Million
Consumer Defensive: $3.99 Million
Healthcare: $3.64 Million
Consumer Cyclical: $3.47 Million
Other: $2.67 Million