Beaumont Financial Advisors, LLC Purchases in Q1 2025

Beaumont Financial Advisors, LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
284K
+ 701.88%
$100.34 - $100.68 $28.5M - $28.6M
325K $32.7M
FTGC
First Trust Global Tactical CO

ETFs
376K
New
$23.95 - $25.86 $9.01M - $9.73M
376K $9.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
159K
New
$36.91 - $41.03 $5.86M - $6.52M
159K $6.3M
SAMT
Advisors Inn.Circle Fd Iii Str
206K
+ 52.8%
$28.43 - $33.08 $5.86M - $6.81M
596K $17.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.89K
+ 3.27%
$442.66 - $534.52 $837K - $1.01M
59.7K $31.8M
WCN
Waste Connections, Inc.

Industrials
28.3K
New
$169.89 - $195.19 $4.81M - $5.53M
28.3K $5.53M
BP
Bp PLC

Energy
93.4K
+ 49.51%
$29.93 - $35.31 $2.8M - $3.3M
282K $9.53M
PGR
Progressive Corp

Financial Services
13.1K
+ 419.5%
$235.61 - $291.22 $3.09M - $3.82M
16.3K $4.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
24.8K
+ 43.84%
$186.55 - $250.04 $4.63M - $6.21M
81.5K $16.4M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9.17K
+ 1.74%
$24.11 - $28.41 $221K - $260K
536K $15.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
24.2K
+ 732.18%
$65.44 - $70.64 $1.58M - $1.71M
27.5K $1.88M
PEP
Pepsico Inc

Consumer Defensive
9.98K
+ 10.74%
$142.64 - $156.42 $1.42M - $1.56M
103K $15.4M
CLOI
Vaneck ETF Tr

ETFs
24K
+ 11.18%
$52.68 - $53.16 $1.26M - $1.28M
239K $12.6M
PM
Philip Morris International Inc.

Consumer Defensive
1.94K
+ 9.91%
$117.15 - $158.79 $227K - $308K
21.5K $3.41M
AEP
American Electric Power CO Inc

Utilities
163
+ 0.28%
$90.32 - $109.27 $14.7K - $17.8K
58.4K $6.39M
CVX
Chevron Corp

Energy
959
+ 2.56%
$146.71 - $167.97 $141K - $161K
38.4K $6.42M
PHYS
Sprott Physical Gold Trust

Financial Services
1.91K
+ 1.12%
$20.25 - $24.06 $38.7K - $46K
173K $4.17M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
19.2K
+ 122.42%
$29.72 - $31.94 $570K - $612K
34.8K $1.07M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.04K
+ 2.14%
$32.66 - $36.43 $132K - $147K
193K $6.75M
JPIE
J P Morgan Exchange Traded Fd
11.7K
New
$45.46 - $46.18 $530K - $539K
11.7K $537K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.67K
New
$48.65 - $53.06 $470K - $513K
9.67K $502K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
26.8K
New
$16.76 - $17.69 $450K - $475K
26.8K $449K
AXON
Axon Enterprise, Inc.

Industrials
822
New
$496.65 - $710.01 $408K - $584K
822 $432K
NEE
Nextera Energy Inc

Utilities
6.23K
+ 23.2%
$66.96 - $76.16 $417K - $474K
33.1K $2.35M
ABBV
Abb Vie Inc.

Healthcare
371
+ 3.47%
$169.2 - $216.66 $62.8K - $80.4K
11.1K $2.32M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
10.8K
New
$36.19 - $37.18 $390K - $401K
10.8K $391K
XOM
Exxon Mobil Corp

Energy
1.16K
+ 5.25%
$105.44 - $118.93 $122K - $138K
23.2K $2.76M
RIOT
Riot Blockchain, Inc.

Technology
44.1K
New
$7.12 - $13.54 $314K - $597K
44.1K $313K
GLD
Spdr Gold Trust

ETFs
654
+ 24.77%
$243.19 - $288.14 $159K - $188K
3.29K $949K
PSLV
Sprott Physical Silver Trust

Financial Services
11.9K
+ 15.43%
$9.86 - $11.68 $117K - $139K
88.9K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 2.82%
$890.62 - $1076.86 $126K - $153K
5.17K $4.89M
IBM
International Business Machines Corp

Technology
29
+ 0.31%
$217.4 - $264.74 $6.3K - $7.68K
9.25K $2.3M
KO
Coca Cola CO

Consumer Defensive
699
+ 3.03%
$60.81 - $72.32 $42.5K - $50.6K
23.8K $1.7M
ITA
Ishares Tr

ETFs
1.56K
New
$144.84 - $159.5 $226K - $249K
1.56K $238K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
491
New
$402.49 - $513.76 $198K - $252K
491 $238K
GILD
Gilead Sciences, Inc.

Healthcare
2.09K
New
$89.14 - $117.41 $186K - $245K
2.09K $233K
DUK
Duke Energy Corp

Utilities
1.89K
New
$105.87 - $121.97 $200K - $230K
1.89K $229K
ICE
Intercontinental Exchange, Inc.

Financial Services
972
+ 38.27%
$142.8 - $176.36 $139K - $171K
3.51K $605K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
6.68K
New
$31.42 - $34.87 $210K - $233K
6.68K $224K
TPL
Texas Pacific Land Corp

Energy
163
New
$1180.08 - $1431.01 $192K - $233K
163 $215K
MLPA
Global X Mlp ETF

ETFs
3.99K
New
$49.83 - $54.53 $199K - $217K
3.99K $212K
IAU
Ishares Gold Trust

ETFs
3.53K
New
$49.74 - $58.96 $175K - $208K
3.53K $207K
KMB
Kimberly Clark Corp

Consumer Defensive
966
+ 15.9%
$124.46 - $147.4 $120K - $142K
7.04K $1M
ROP
Roper Technologies Inc

Industrials
208
+ 18.41%
$502.71 - $593.81 $105K - $124K
1.34K $788K
MA
Mastercard Inc

Financial Services
249
+ 8.34%
$504.67 - $576.31 $126K - $144K
3.23K $1.77M
IEFA
Ishares Tr

ETFs
2.65K
New
$69.57 - $78.65 $184K - $208K
2.65K $200K
CHKP
Check Point Software Technologies LTD

Technology
614
+ 42.79%
$179.88 - $231.31 $110K - $142K
2.05K $467K
SYK
Stryker Corp

Healthcare
426
+ 15.02%
$355.18 - $399.9 $151K - $170K
3.26K $1.21M
FAST
Fastenal CO

Industrials
1.76K
+ 20.82%
$71.11 - $79.98 $125K - $141K
10.2K $793K
Activity Summary
Buys All Purchases 177 New Holdings 21 Increased Positions 156 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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