Beaumont Financial Advisors, LLC Incresed Positions in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
2.43K
+ 37.15%
$45.09 - $50.08 $110K - $122K
8.97K $406K
VB
Vanguard Small Cap ETF

ETFs
262
+ 6.49%
$233.76 - $261.58 $61.2K - $68.5K
4.3K $1.03M
CSCO
Cisco Systems, Inc.

Technology
173
+ 1.66%
$52.45 - $60.02 $9.07K - $10.4K
10.6K $626K
IEMG
Ishares Inc

ETFs
1.24K
+ 22.84%
N/A
6.69K $358K
CME
Cme Group Inc.

Financial Services
177
+ 9.56%
$221.17 - $246.02 $39.1K - $43.5K
2.03K $471K
BMY
Bristol Myers Squibb CO

Healthcare
98
+ 0.84%
$51.92 - $59.94 $5.09K - $5.87K
11.7K $663K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.61K
+ 4.92%
$19.38 - $19.58 $69.9K - $70.6K
77K $1.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.6K
+ 121.54%
$25.33 - $51.16 $319K - $643K
22.9K $592K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
300
+ 3.83%
$70.54 - $79.61 $21.2K - $23.9K
8.12K $617K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
137
+ 11.18%
$172.07 - $207.36 $23.6K - $28.4K
1.36K $268K
IBM
International Business Machines Corp

Technology
274
+ 3.06%
$204.9 - $238.04 $56.1K - $65.2K
9.22K $2.03M
MGC
Vanguard Mega Cap ETF

ETFs
108
+ 2.55%
$204.21 - $220.18 $22.1K - $23.8K
4.35K $925K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.31K
+ 4.42%
$19.42 - $19.76 $64.2K - $65.4K
78.1K $1.52M
EPD
Enterprise Products Partners L.P.

Energy
350
+ 2.45%
$28.66 - $34.43 $10K - $12.1K
14.6K $458K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.05%
$316.94 - $357.88 $317 - $358
1.82K $625K
CAT
Caterpillar Inc

Industrials
242
+ 13.93%
$360.37 - $416.88 $87.2K - $101K
1.98K $717K
TRV
Travelers Companies, Inc.

Financial Services
17
+ 0.36%
$225.97 - $266.66 $3.84K - $4.53K
4.75K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
204
+ 8.87%
$176.42 - $186.91 $36K - $38.1K
2.51K $446K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
750
+ 16.01%
$51.58 - $52.91 $38.7K - $39.7K
5.44K $281K
ETN
Eaton Corp PLC

Industrials
96
+ 7.55%
$326.96 - $377.52 $31.4K - $36.2K
1.37K $453K
STT
State Street Corp

Financial Services
3
+ 0.09%
$85.96 - $100.78 $258 - $302
3.38K $331K
XLK
Technology Sector Spdr

ETFs
23
+ 0.6%
$220.26 - $241.44 $5.07K - $5.55K
3.85K $894K
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.77K
+ 7.39%
$45.15 - $47.26 $80K - $83.7K
25.8K $1.17M
MO
Altria Group, Inc.

Consumer Defensive
376
+ 5.49%
$49.06 - $57.74 $18.4K - $21.7K
7.23K $378K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
44.3K
+ 204.24%
$27.54 - $83.04 $1.22M - $3.68M
66K $1.83M
OKE
Oneok Inc

Energy
25
+ 0.99%
$92.28 - $117.05 $2.31K - $2.93K
2.54K $255K
FTSL
First Trust Senior Ln Fund

ETFs
435
+ 5.1%
$45.9 - $46.48 $20K - $20.2K
8.96K $414K
SYY
Sysco Corp

Consumer Defensive
340
+ 11.17%
$73.63 - $81.77 $25K - $27.8K
3.38K $258K
FICO
Fair Isaac Corp

Technology
1
+ 0.3%
$1911.01 - $2382.4 $1.91K - $2.38K
335 $666K
ORCL
Oracle Corp

Technology
340
+ 3.06%
$165.41 - $192.43 $56.2K - $65.4K
11.4K $1.91M
SGOL
Abrdn Gold ETF Trust

ETFs
600
+ 3.65%
$24.46 - $26.62 $14.7K - $16K
17K $426K
ARCC
Ares Capital Corp

Financial Services
141
+ 1.34%
$20.74 - $22.27 $2.92K - $3.14K
10.7K $233K
SBUX
Starbucks Corp

Consumer Cyclical
417
+ 9.8%
$87.44 - $102.5 $36.5K - $42.7K
4.67K $425K
HTGC
Hercules Capital, Inc.

Financial Services
269
+ 2.36%
$18.53 - $20.22 $4.98K - $5.44K
11.7K $234K
PH
Parker Hannifin Corp

Industrials
9
+ 0.97%
$621.74 - $709.46 $5.6K - $6.39K
939 $597K
PNNT
Pennantpark Investment Corp

Financial Services
804
+ 3.52%
$6.64 - $7.08 $5.34K - $5.69K
23.7K $167K
GBDC
Golub Capital Bdc, Inc.

Financial Services
526
+ 3.95%
$14.69 - $15.67 $7.73K - $8.24K
13.9K $209K
VO
Vanguard Mid Cap ETF

ETFs
17
+ 0.24%
$261.5 - $284.63 $4.45K - $4.84K
7.05K $1.86M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.12%
$417.69 - $450.94 $1.25K - $1.35K
2.55K $1.08M
INTU
Intuit Inc

Technology
2
+ 0.26%
$602.01 - $706.25 $1.2K - $1.41K
767 $482K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
119
+ 4.01%
$81.68 - $82.93 $9.72K - $9.87K
3.09K $253K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
2
+ 0.04%
$43.37 - $47.65 $86.7 - $95.3
5.37K $243K
IPGP
Ipg Photonics Corp

Technology
139
+ 4.24%
$71.88 - $85.75 $9.99K - $11.9K
3.41K $248K
ALL
Allstate Corp

Financial Services
5
+ 0.33%
$181.25 - $208.2 $906 - $1.04K
1.52K $292K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
314
+ 3.81%
$45.38 - $46.88 $14.2K - $14.7K
8.55K $389K
VBR
Vanguard Small Cap Value ETF

ETFs
35
+ 3.39%
$197.36 - $217.3 $6.91K - $7.61K
1.07K $211K
RSG
Republic Services, Inc.

Industrials
7
+ 0.22%
$198.0 - $218.75 $1.39K - $1.53K
3.19K $641K
RSP
Invesco S&P 500 Equal Weight E

ETFs
58
+ 3.21%
$174.22 - $187.62 $10.1K - $10.9K
1.87K $326K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 1.54%
$216.13 - $242.4 $3.24K - $3.64K
989 $218K
Activity Summary
Buys All Purchases 192 New Holdings 35 Increased Positions 157 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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