Beaumont Capital Management, LLC Purchases in Q1 2025

Beaumont Capital Management, LLC

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
35K
New
$137.61 - $149.68 $4.82M - $5.24M
35K $5.11M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
102K
New
$29.72 - $31.94 $3.04M - $3.27M
102K $3.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.1K
New
$169.43 - $182.84 $2.56M - $2.76M
15.1K $2.61M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
20.7K
New
$107.24 - $116.37 $2.22M - $2.41M
20.7K $2.41M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
47.8K
New
$49.52 - $50.2 $2.37M - $2.4M
47.8K $2.4M
MUB
Ishares National Muni Bond ETF

ETFs
22.6K
New
$104.71 - $107.69 $2.37M - $2.44M
22.6K $2.39M
FPE
First Tr Pfd Secs & Income ETF

ETFs
135K
New
$17.53 - $17.87 $2.37M - $2.42M
135K $2.38M
VBK
Vanguard Small Cap Growth ETF

ETFs
8.64K
+ 100.06%
$247.97 - $296.33 $2.14M - $2.56M
17.3K $4.35M
EQIX
Equinix Inc

Real Estate
2.26K
New
$803.0 - $959.97 $1.81M - $2.17M
2.26K $1.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31.3K
New
$48.65 - $53.06 $1.52M - $1.66M
31.3K $1.63M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
29.1K
New
$44.28 - $45.4 $1.29M - $1.32M
29.1K $1.31M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.2K
New
$114.57 - $118.14 $1.17M - $1.2M
10.2K $1.2M
TSLA
Tesla, Inc.

Consumer Cyclical
4.25K
New
$222.15 - $428.22 $945K - $1.82M
4.25K $1.1M
MSFT
Microsoft Corp

Technology
2.07K
New
$375.39 - $447.2 $776K - $925K
2.07K $776K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.69K
+ 20.44%
$100.59 - $103.47 $572K - $589K
33.5K $3.47M
NEU
Newmarket Corp

Basic Materials
1.11K
New
$482.93 - $570.11 $534K - $630K
1.11K $625K
IAI
Ishares Tr Us Broker Dealers &

ETFs
4.09K
New
$134.68 - $159.3 $551K - $652K
4.09K $573K
LVHI
Franklin International Low Vol

ETFs
17.7K
New
$30.53 - $32.85 $541K - $582K
17.7K $573K
PEP
Pepsico Inc

Consumer Defensive
3.5K
New
$142.64 - $156.42 $499K - $547K
3.5K $524K
VRIG
Invesco Actively Managed ETF F

ETFs
16.4K
+ 8.33%
$25.06 - $25.19 $412K - $414K
214K $5.36M
PGR
Progressive Corp

Financial Services
1.41K
New
$235.61 - $291.22 $333K - $411K
1.41K $399K
AWK
American Water Works Company, Inc.

Utilities
2.28K
New
$121.01 - $149.31 $276K - $340K
2.28K $336K
SHV
Ishares Tr

ETFs
2.66K
New
$110.11 - $110.51 $293K - $294K
2.66K $294K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.06K
New
$46.18 - $47.84 $280K - $290K
6.06K $288K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.28K
+ 96.03%
$65.27 - $71.18 $279K - $305K
8.73K $579K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.02K
New
$67.43 - $75.54 $271K - $304K
4.02K $275K
IWD
Ishares Russell 1000 Val ETF

ETFs
813
+ 53.98%
$182.82 - $196.21 $149K - $160K
2.32K $436K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.14K
+ 3.55%
$73.11 - $77.43 $83.5K - $88.4K
33.3K $2.53M
ILF
Ishares Latin America 40 ETF

ETFs
2.99K
+ 20.56%
$20.87 - $24.43 $62.3K - $72.9K
17.5K $412K
EPM
Evolution Petroleum Corp

Energy
19.1K
New
$4.82 - $5.6 $91.9K - $107K
19.1K $98K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.14K
+ 1.94%
$25.69 - $26.89 $29.2K - $30.5K
59.7K $1.61M
INDA
Ishares Msci India Index Fund

ETFs
1.49K
+ 7.83%
$47.8 - $53.4 $71K - $79.3K
20.4K $1.05M
NANR
Spdr Index Shs Fds S&P North A

ETFs
234
+ 4.3%
$51.78 - $56.0 $12.1K - $13.1K
5.68K $315K
Federal Agric Mtg Corp
2.78K
New
N/A
2.78K $0
Fidelity Wise Origin Bitcoin
7.94K
New
N/A
7.94K $0
ASEA
Global X Funds Global X Ftse S

ETFs
315
+ 0.81%
$15.42 - $16.26 $4.86K - $5.12K
39.1K $612K
FDIS
Fidelity Covington Tr Msci Con

ETFs
3.8K
+ 6.69%
$82.77 - $101.84 $314K - $387K
60.6K $5.12M
Activity Summary
Buys All Purchases 38 New Holdings 26 Increased Positions 12 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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