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
DGRO
Ishares Core Dividend Growth E

ETFs
1.39K
+ 0.72%
$60.46 - $64.42 $83.7K - $89.2K
192K $11.9M
VTV
Vanguard Value ETF

ETFs
228
+ 0.65%
$167.73 - $179.21 $38.2K - $40.9K
35.4K $6.11M
VRIG
Invesco Actively Managed ETF F

ETFs
6.94K
+ 1.63%
$25.06 - $25.19 $174K - $175K
432K $10.8M
XLF
Financial Sector Spdr

ETFs
2.62K
+ 15.34%
$47.32 - $52.19 $124K - $137K
19.7K $980K
ADP
Automatic Data Processing Inc

Industrials
367
+ 11.33%
$286.85 - $318.64 $105K - $117K
3.61K $1.1M
EXPD
Expeditors International Of Washington Inc

Industrials
927
+ 30.03%
$109.09 - $126.48 $101K - $117K
4.01K $482K
SHW
Sherwin Williams CO

Basic Materials
371
+ 38.73%
$330.16 - $365.55 $122K - $136K
1.33K $464K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.37K
+ 1.46%
$24.5 - $24.95 $107K - $109K
305K $7.54M
ORCC
Owl Rock Capital Corp

Financial Services
10K
New
N/A
10K $134K
RSG
Republic Services, Inc.

Industrials
13
+ 0.41%
$200.09 - $242.16 $2.6K - $3.15K
3.2K $774K
AMT
American Tower Corp

Real Estate
67
+ 2.13%
$173.46 - $217.6 $11.6K - $14.6K
3.21K $697K
QCOM
Qualcomm Inc

Technology
764
+ 7.69%
$151.94 - $175.86 $116K - $134K
10.7K $1.64M
ITW
Illinois Tool Works Inc

Industrials
461
+ 27.49%
$244.9 - $274.48 $113K - $127K
2.14K $530K
T
At&T Inc.

Communication Services
1.09K
+ 8.42%
$21.56 - $28.28 $23.5K - $30.9K
14K $397K
EFA
Ishares Tr Msci Eafe ETF

ETFs
245
+ 1.81%
$74.85 - $84.89 $18.3K - $20.8K
13.8K $1.13M
SO
Southern CO

Utilities
29
+ 0.3%
$80.96 - $92.96 $2.35K - $2.7K
9.68K $889K
CHD
Church & Dwight CO Inc

Consumer Defensive
683
+ 22.94%
$101.42 - $113.2 $69.3K - $77.3K
3.66K $402K
UBER
Uber Technologies, Inc

Technology
570
+ 16.83%
$63.17 - $81.49 $36K - $46.4K
3.96K $288K
VZ
Verizon Communications Inc

Communication Services
1.15K
+ 19.91%
$37.81 - $46.49 $43.6K - $53.6K
6.94K $314K
LMT
Lockheed Martin Corp

Industrials
335
+ 18.87%
$423.19 - $506.29 $142K - $170K
2.11K $942K
FISV
Fiserv Inc

Technology
623
+ 28.19%
N/A
2.83K $354K
APH
Amphenol Corp

Technology
1.33K
+ 27.4%
$61.62 - $78.55 $82.2K - $105K
6.2K $406K
TMO
Thermo Fisher Scientific Inc.

Healthcare
225
+ 11.13%
$497.6 - $606.74 $112K - $137K
2.25K $1.12M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.37K
+ 4.25%
$49.69 - $50.76 $67.8K - $69.3K
33.5K $1.68M
TJX
Tjx Companies Inc

Consumer Cyclical
193
+ 0.5%
$112.81 - $126.16 $21.8K - $24.3K
38.5K $4.69M
ACN
Accenture PLC

Technology
423
+ 23.66%
$300.91 - $398.25 $127K - $168K
2.21K $689K
AFL
Aflac Inc

Financial Services
275
+ 7.99%
$100.99 - $111.19 $27.8K - $30.6K
3.72K $413K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
294
+ 5.76%
$128.74 - $138.67 $37.8K - $40.8K
5.4K $732K
SHEL
Shell PLC

Energy
21
+ 0.4%
$62.84 - $73.29 $1.32K - $1.54K
5.31K $388K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
170
+ 6.67%
$408.78 - $448.82 $69.5K - $76.3K
2.72K $1.14M
AZN
Astrazeneca PLC

Healthcare
366
+ 11.22%
$65.37 - $77.96 $23.9K - $28.5K
3.63K $266K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.27%
$221.46 - $244.83 $1.77K - $1.96K
2.94K $712K
MCK
Mckesson Corp

Healthcare
12
+ 3.01%
$566.21 - $672.99 $6.79K - $8.08K
411 $276K
BND
Vanguard Bd Index Fd Inc Total

ETFs
127
+ 0.5%
$71.17 - $73.66 $9.04K - $9.35K
25.4K $1.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
317
+ 6.5%
$551.42 - $612.93 $175K - $194K
5.19K $2.9M
C
Citigroup Inc

Financial Services
597
+ 15.87%
$67.23 - $84.63 $40.1K - $50.5K
4.36K $309K
STE
Steris PLC

Healthcare
11
+ 0.6%
$202.46 - $232.74 $2.23K - $2.56K
1.85K $419K
CSCO
Cisco Systems, Inc.

Technology
221
+ 2.09%
$58.74 - $64.87 $13K - $14.3K
10.8K $667K
UNP
Union Pacific Corp

Industrials
27
+ 0.66%
$225.21 - $254.42 $6.08K - $6.87K
4.09K $967K
YUM
Yum Brands Inc

Consumer Cyclical
16
+ 1.04%
$123.25 - $162.53 $1.97K - $2.6K
1.56K $245K
TDVG
T Rowe Price Exchange Traded F

Technology
3
+ 0.01%
$39.23 - $42.13 $118 - $126
43.9K $1.77M
NFLX
Netflix Inc

Communication Services
18
+ 4.6%
$828.4 - $1058.6 $14.9K - $19.1K
409 $381K
SPGI
S&P Global Inc.

Financial Services
21
+ 1.04%
$478.26 - $543.77 $10K - $11.4K
2.04K $1.04M
NOC
Northrop Grumman Corp

Industrials
13
+ 2.32%
$433.45 - $513.82 $5.63K - $6.68K
573 $293K
BA
Boeing CO

Industrials
221
+ 19.35%
$148.15 - $186.25 $32.7K - $41.2K
1.36K $232K
PSX
Phillips 66

Energy
38
+ 1.64%
$113.93 - $131.55 $4.33K - $5K
2.35K $290K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
312
+ 2.43%
$46.18 - $47.84 $14.4K - $14.9K
13.2K $626K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
64
+ 0.26%
$66.3 - $74.17 $4.24K - $4.75K
24.8K $1.72M
EMLP
First Tr Exchange Traded Iv

ETFs
22
+ 0.17%
$35.79 - $38.28 $787 - $842
13.1K $491K
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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