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
Jpmorgan Equity Focus ETF
111K
+ 31.31%
N/A
467K $0
Kenvue Inc Com
155
+ 1.59%
N/A
9.89K $0
BBDC
Barings Bdc, Inc.

Financial Services
398
+ 2.63%
$9.27 - $10.33 $3.69K - $4.11K
15.5K $148K
Federated Hermes Total Return Bond ETF
16.2K
+ 25.95%
N/A
78.8K $0
SMOT
Vaneck ETF Tr Morningstar Smid
837
+ 2.67%
N/A
32.2K $0
Linde PLC Shs
573
+ 130.82%
N/A
1.01K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.04%
N/A
5.16K $209K
UTES
Virtus Reaves Utilities ETF
911
+ 0.88%
N/A
105K $0
WM
Waste Management Inc

Industrials
91
+ 2.26%
$201.79 - $228.46 $18.4K - $20.8K
4.13K $832K
JCPB
J P Morgan Exchange Traded Fd

ETFs
83
+ 1.6%
$46.07 - $48.17 $3.82K - $4K
5.26K $242K
TDVG
T Rowe Price Exchange Traded F

Technology
1.14K
+ 2.67%
$39.51 - $41.92 $45.2K - $48K
43.9K $1.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
44
+ 0.84%
$80.13 - $83.77 $3.53K - $3.69K
5.28K $424K
PHYS
Sprott Physical Gold Trust

Financial Services
1.37K
+ 0.81%
$19.66 - $21.66 $27K - $29.7K
171K $3.45M
SHEL
Shell PLC

Energy
38
+ 0.72%
$60.63 - $70.23 $2.3K - $2.67K
5.29K $331K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.54%
$230.6 - $277.0 $1.61K - $1.94K
1.29K $303K
MMM
3 M CO

Industrials
1
+ 0.04%
$124.74 - $137.12 $125 - $137
2.28K $294K
UBER
Uber Technologies, Inc

Technology
423
+ 14.28%
$59.93 - $86.34 $25.4K - $36.5K
3.39K $204K
LHX
L3 Harris Technologies, Inc.

Industrials
35
+ 3.32%
$208.94 - $264.22 $7.31K - $9.25K
1.09K $228K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
36
+ 1.04%
$89.81 - $104.0 $3.23K - $3.74K
3.51K $315K
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.3K
+ 198.56%
$25.79 - $80.4 $575K - $1.79M
33.5K $874K
DELL
Dell Technologies Inc.

Technology
21
+ 0.21%
$111.96 - $144.21 $2.35K - $3.03K
10.1K $1.17M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5
+ 0.03%
$39.3 - $41.34 $197 - $207
15.6K $616K
RTX
Raytheon Technologies Corp

Industrials
243
+ 2.13%
$114.45 - $127.21 $27.8K - $30.9K
11.7K $1.35M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29
+ 0.28%
$34.13 - $37.35 $990 - $1.08K
10.4K $354K
GE
General Electric CO

Industrials
152
+ 5.42%
$159.95 - $194.23 $24.3K - $29.5K
2.96K $493K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.1%
$480.36 - $529.17 $961 - $1.06K
2.02K $1.01M
UNP
Union Pacific Corp

Industrials
147
+ 3.75%
$223.15 - $249.32 $32.8K - $36.7K
4.07K $927K
PSX
Phillips 66

Energy
20
+ 0.87%
$110.35 - $138.93 $2.21K - $2.78K
2.31K $263K
AZN
Astrazeneca PLC

Healthcare
36
+ 1.12%
$63.2 - $79.58 $2.28K - $2.86K
3.26K $213K
PGR
Progressive Corp

Financial Services
7
+ 0.22%
$239.6 - $268.88 $1.68K - $1.88K
3.13K $749K
ECL
Ecolab Inc.

Basic Materials
4
+ 0.19%
$234.32 - $261.43 $937 - $1.05K
2.12K $496K
ZTS
Zoetis Inc.

Healthcare
55
+ 3.39%
$162.24 - $194.42 $8.92K - $10.7K
1.68K $273K
PSLV
Sprott Physical Silver Trust

Financial Services
949
+ 1.25%
$9.65 - $11.76 $9.16K - $11.2K
77K $743K
BND
Vanguard Bd Index Fd Inc Total

ETFs
251
+ 1.0%
$71.75 - $75.11 $18K - $18.9K
25.3K $1.82M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.3K
+ 189.69%
$26.93 - $84.95 $599K - $1.89M
34K $928K
STZ
Constellation Brands, Inc.

Consumer Defensive
9
+ 0.48%
$219.66 - $257.62 $1.98K - $2.32K
1.9K $419K
SO
Southern CO

Utilities
32
+ 0.33%
$81.5 - $94.15 $2.61K - $3.01K
9.65K $794K
PG
Procter & Gamble CO

Consumer Defensive
186
+ 0.96%
$161.05 - $179.7 $30K - $33.4K
19.5K $3.27M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.02%
$90.22 - $102.31 $90.2 - $102
6.19K $562K
ADBE
Adobe Inc.

Technology
13
+ 0.89%
$437.39 - $552.96 $5.69K - $7.19K
1.47K $653K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
658
+ 1.15%
$442.29 - $483.08 $291K - $318K
57.8K $26.2M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.5K
+ 2.22%
$23.63 - $26.47 $271K - $303K
527K $12.5M
HD
Home Depot, Inc.

Consumer Cyclical
182
+ 1.61%
$385.02 - $431.37 $70.1K - $78.5K
11.5K $4.48M
SCHX
Schwab Strategic Tr Us Large C

ETFs
91.6K
+ 179.59%
$22.4 - $68.28 $2.05M - $6.25M
143K $3.31M
NXPI
Nxp Semiconductors N.V.

Technology
2
+ 0.04%
$207.27 - $255.58 $415 - $511
5.19K $1.08M
LMT
Lockheed Martin Corp

Industrials
11
+ 0.62%
$479.66 - $614.62 $5.28K - $6.76K
1.78K $862K
XOM
Exxon Mobil Corp

Energy
67
+ 0.31%
$105.51 - $125.37 $7.07K - $8.4K
22K $2.37M
MRK
Merck & Co., Inc.

Healthcare
995
+ 4.54%
$96.31 - $114.76 $95.8K - $114K
22.9K $2.28M
AMGN
Amgen Inc

Healthcare
164
+ 3.85%
$258.78 - $328.31 $42.4K - $53.8K
4.42K $1.15M
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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