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
ALL
Allstate Corp

Financial Services
16
+ 1.05%
$180.99 - $210.18 $2.9K - $3.36K
1.54K $317K
VNQ
Vanguard Specialized Funds Van

ETFs
18
+ 0.11%
$85.55 - $94.34 $1.54K - $1.7K
16.5K $1.49M
MKC
Mccormick & CO Inc

Consumer Defensive
20
+ 0.53%
$71.24 - $84.73 $1.42K - $1.69K
3.79K $311K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
141
+ 3.72%
$95.85 - $99.25 $13.5K - $14K
3.93K $388K
DHR
Danaher Corp

Healthcare
453
+ 15.31%
$201.62 - $250.59 $91.3K - $114K
3.41K $699K
PLD
Prologis, Inc.

Real Estate
63
+ 3.11%
$103.59 - $124.04 $6.53K - $7.81K
2.09K $233K
STAG
Stag Industrial, Inc.

Real Estate
24
+ 0.34%
$32.39 - $37.07 $777 - $890
7.02K $253K
WFC
Wells Fargo & Company

Financial Services
174
+ 5.88%
$66.78 - $81.42 $11.6K - $14.2K
3.13K $224K
MS
Morgan Stanley

Financial Services
306
+ 14.13%
$111.68 - $141.08 $34.2K - $43.2K
2.47K $288K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.12%
$182.82 - $196.21 $1.1K - $1.18K
4.96K $932K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1
+ 0.01%
$38.99 - $40.37 $39 - $40.4
15.6K $630K
MSI
Motorola Solutions, Inc.

Technology
73
+ 8.82%
$411.73 - $482.1 $30.1K - $35.2K
901 $394K
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.47%
$283.24 - $338.07 $1.98K - $2.37K
1.5K $442K
VCIT
Vanguard Intermediate Term Cor

ETFs
22
+ 0.42%
$79.17 - $82.04 $1.74K - $1.8K
5.31K $433K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
519
+ 3.25%
$51.3 - $56.76 $26.6K - $29.5K
16.5K $873K
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 1.25%
N/A
2.52K $458K
ARCC
Ares Capital Corp

Financial Services
143
+ 1.34%
$21.28 - $23.81 $3.04K - $3.4K
10.8K $239K
BBDC
Barings Bdc, Inc.

Financial Services
504
+ 3.24%
$9.36 - $10.78 $4.72K - $5.43K
16K $153K
PNNT
Pennantpark Investment Corp

Financial Services
806
+ 3.41%
$6.78 - $7.27 $5.46K - $5.86K
24.5K $171K
GBDC
Golub Capital Bdc, Inc.

Financial Services
243
+ 1.75%
$14.46 - $15.96 $3.51K - $3.88K
14.1K $213K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.31%
$227.69 - $259.76 $911 - $1.04K
1.3K $307K
TXN
Texas Instruments Inc

Technology
21
+ 0.36%
N/A
5.93K $1.15M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
26
+ 0.6%
$47.59 - $48.35 $1.24K - $1.26K
4.38K $211K
FQAL
Fidelity Covington Tr Quality

ETFs
99
+ 2.56%
$63.12 - $69.13 $6.25K - $6.84K
3.97K $254K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
43
+ 1.37%
$65.27 - $71.18 $2.81K - $3.06K
3.18K $211K
Jpmorgan Active Bond ETF
608
+ 4.87%
N/A
13.1K $0
SMOT
Vaneck ETF Tr Morningstar Smid
1.03K
+ 3.21%
N/A
33.2K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.04%
N/A
5.16K $209K
Grayscale Bitcoin Mini Trust ETF
700
+ 0.58%
N/A
121K $0
Grayscale Ethereum Mini Trust ETF
110
+ 0.86%
N/A
12.9K $0
Kenvue Inc Com
253
+ 2.56%
N/A
10.1K $0
Amplify Cybersecurity ETF
190
+ 5.37%
N/A
3.73K $0
Blackrock Inc Com
9
+ 0.84%
N/A
1.08K $0
Lam Research Corp Com New
186
+ 0.89%
N/A
21K $0
2 X Ether ETF
12.3K
New
N/A
12.3K $0
Global X 1 3 Month T Bill ETF
44
+ 1.07%
N/A
4.15K $0
Allspring Core Plus ETF
337K
New
N/A
337K $0
IWM
Ishares Russell 2000 ETF

ETFs
101
+ 10.21%
$198.1 - $229.79 $20K - $23.2K
1.09K $217K
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.54%
$169.43 - $182.84 $1.69K - $1.83K
1.88K $324K
XLY
Select Sector Spdr Consumer Di

ETFs
1.14K
+ 13.5%
$192.6 - $233.2 $219K - $266K
9.58K $1.89M
OKE
Oneok Inc

Energy
16
+ 0.63%
$89.57 - $109.85 $1.43K - $1.76K
2.56K $253K
CPRT
Copart Inc

Consumer Cyclical
43
+ 0.52%
$52.3 - $59.83 $2.25K - $2.57K
8.35K $472K
HTGC
Hercules Capital, Inc.

Financial Services
257
+ 2.2%
$18.01 - $22.0 $4.63K - $5.65K
11.9K $229K
EW
Edwards Lifesciences Corp

Healthcare
71
+ 0.83%
$67.95 - $76.19 $4.82K - $5.41K
8.58K $621K
EMN
Eastman Chemical CO

Basic Materials
3
+ 0.12%
$87.05 - $103.47 $261 - $310
2.45K $215K
JEPI
J P Morgan Exchange Traded Fd

ETFs
193
+ 0.37%
$56.17 - $59.71 $10.8K - $11.5K
52.1K $2.98M
FDX
Fedex Corp

Industrials
228
+ 12.58%
$230.33 - $281.53 $52.5K - $64.2K
2.04K $497K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
386
+ 1.62%
$67.43 - $75.54 $26K - $29.2K
24.2K $1.66M
PH
Parker Hannifin Corp

Industrials
11
+ 1.17%
$591.65 - $707.05 $6.51K - $7.78K
950 $577K
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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