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
NSC
Norfolk Southern Corp

Industrials
4
+ 0.31%
$227.69 - $259.76 $911 - $1.04K
1.3K $307K
GBDC
Golub Capital Bdc, Inc.

Financial Services
243
+ 1.75%
$14.46 - $15.96 $3.51K - $3.88K
14.1K $213K
PNNT
Pennantpark Investment Corp

Financial Services
806
+ 3.41%
$6.78 - $7.27 $5.46K - $5.86K
24.5K $171K
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
Grayscale Ethereum Mini Trust ETF
110
+ 0.86%
N/A
12.9K $0
Kenvue Inc Com
253
+ 2.56%
N/A
10.1K $0
Lam Research Corp Com New
186
+ 0.89%
N/A
21K $0
Amplify Cybersecurity ETF
190
+ 5.37%
N/A
3.73K $0
Blackrock Inc Com
9
+ 0.84%
N/A
1.08K $0
Global X 1 3 Month T Bill ETF
44
+ 1.07%
N/A
4.15K $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
IWM
Ishares Russell 2000 ETF

ETFs
101
+ 10.21%
$198.1 - $229.79 $20K - $23.2K
1.09K $217K
OKE
Oneok Inc

Energy
16
+ 0.63%
$89.57 - $109.85 $1.43K - $1.76K
2.56K $253K
XLY
Select Sector Spdr Consumer Di

ETFs
1.14K
+ 13.5%
$192.6 - $233.2 $219K - $266K
9.58K $1.89M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.54%
$169.43 - $182.84 $1.69K - $1.83K
1.88K $324K
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
EMN
Eastman Chemical CO

Basic Materials
3
+ 0.12%
$87.05 - $103.47 $261 - $310
2.45K $215K
EW
Edwards Lifesciences Corp

Healthcare
71
+ 0.83%
$67.95 - $76.19 $4.82K - $5.41K
8.58K $621K
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
STT
State Street Corp

Financial Services
18
+ 0.53%
$84.47 - $102.23 $1.52K - $1.84K
3.4K $304K
EMR
Emerson Electric CO

Industrials
38
+ 1.69%
$108.64 - $131.17 $4.13K - $4.98K
2.29K $250K
CEG
Constellation Energy Corp

Utilities
14
+ 0.95%
$201.63 - $347.44 $2.82K - $4.86K
1.5K $301K
DEO
Diageo PLC

Consumer Defensive
91
+ 3.73%
$104.79 - $126.12 $9.54K - $11.5K
2.53K $265K
LEN
Lennar Corp

Consumer Cyclical
25
+ 1.11%
$113.93 - $141.54 $2.85K - $3.54K
2.27K $260K
VV
Vanguard Large Cap ETF

ETFs
340
+ 3.23%
$253.32 - $282.66 $86.1K - $96.1K
10.9K $2.79M
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.05%
$199.2 - $222.69 $398 - $445
4.35K $876K
ARES
Ares Management Corp

Financial Services
8
+ 0.46%
$140.19 - $198.28 $1.12K - $1.59K
1.76K $258K
PAVE
Global X Fds Us Infrastructure

ETFs
12
+ 0.06%
$37.31 - $43.82 $448 - $526
20.8K $785K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 0.11%
$161.05 - $222.93 $322 - $446
1.9K $348K
ADBE
Adobe Inc.

Technology
2
+ 0.14%
$377.84 - $464.11 $756 - $928
1.47K $564K
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 0.15%
$189.99 - $245.86 $1.52K - $1.97K
5.2K $988K
VTI
Vanguard Total Stock Market Et

ETFs
230
+ 1.98%
$271.18 - $303.12 $62.4K - $69.7K
11.9K $3.26M
CRM
Salesforce, Inc.

Technology
32
+ 1.34%
$268.36 - $359.95 $8.59K - $11.5K
2.42K $648K
TOST
Toast, Inc.

Technology
16
+ 0.02%
$32.61 - $41.98 $522 - $672
65K $2.16M
AXP
American Express CO

Financial Services
28
+ 0.33%
$255.39 - $325.87 $7.15K - $9.12K
8.63K $2.32M
ORCL
Oracle Corp

Technology
243
+ 2.12%
$139.81 - $186.47 $34K - $45.3K
11.7K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
731
+ 22.04%
$222.15 - $428.22 $162K - $313K
4.05K $1.05M
KKR
Kkr & Co. Inc.

Financial Services
60
+ 0.65%
$108.17 - $167.07 $6.49K - $10K
9.31K $1.08M
META
Meta Platforms, Inc.

Communication Services
31
+ 0.08%
$576.36 - $736.67 $17.9K - $22.8K
36.8K $21.2M
LOW
Lowes Companies Inc

Consumer Cyclical
2.23K
+ 2.5%
$222.66 - $268.42 $497K - $599K
91.5K $21.3M
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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