Beaumont Financial Advisors, LLC Incresed Positions 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
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
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.4K
+ 105.29%
$91.45 - $91.75 $2.69M - $2.69M
57.3K $5.25M
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
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
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
XOM
Exxon Mobil Corp

Energy
1.16K
+ 5.25%
$105.44 - $118.93 $122K - $138K
23.2K $2.76M
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
ICE
Intercontinental Exchange, Inc.

Financial Services
972
+ 38.27%
$142.8 - $176.36 $139K - $171K
3.51K $605K
KMB
Kimberly Clark Corp

Consumer Defensive
966
+ 15.9%
$124.46 - $147.4 $120K - $142K
7.04K $1M
MA
Mastercard Inc

Financial Services
249
+ 8.34%
$504.67 - $576.31 $126K - $144K
3.23K $1.77M
ROP
Roper Technologies Inc

Industrials
208
+ 18.41%
$502.71 - $593.81 $105K - $124K
1.34K $788K
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
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
RSG
Republic Services, Inc.

Industrials
13
+ 0.41%
$200.09 - $242.16 $2.6K - $3.15K
3.2K $774K
TRV
Travelers Companies, Inc.

Financial Services
51
+ 1.07%
$232.43 - $265.13 $11.9K - $13.5K
4.8K $1.27M
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
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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