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
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
294
+ 5.76%
$128.74 - $138.67 $37.8K - $40.8K
5.4K $732K
AFL
Aflac Inc

Financial Services
275
+ 7.99%
$100.99 - $111.19 $27.8K - $30.6K
3.72K $413K
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
EMLP
First Tr Exchange Traded Iv

ETFs
22
+ 0.17%
$35.79 - $38.28 $787 - $842
13.1K $491K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
64
+ 0.26%
$66.3 - $74.17 $4.24K - $4.75K
24.8K $1.72M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
312
+ 2.43%
$46.18 - $47.84 $14.4K - $14.9K
13.2K $626K
VNQ
Vanguard Specialized Funds Van

ETFs
18
+ 0.11%
$85.55 - $94.34 $1.54K - $1.7K
16.5K $1.49M
ALL
Allstate Corp

Financial Services
16
+ 1.05%
$180.99 - $210.18 $2.9K - $3.36K
1.54K $317K
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
SCHW
Schwab Charles Corp

Financial Services
40
+ 1.48%
$71.24 - $83.64 $2.85K - $3.35K
2.75K $215K
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
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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