Beaumont Financial Advisors, LLC Reduced Holdings in Q3 2025

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-10K
- 7.57%
$491.09 - $535.64 $4.92M - $5.37M
122K $63.3M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-33K
- 87.13%
$49.57 - $52.57 $1.64M - $1.74M
4.88K $243K
V
Visa Inc.

Financial Services
-1.06K
- 1.64%
$332.09 - $358.86 $353K - $381K
63.6K $21.7M
COST
Costco Wholesale Corp

Consumer Defensive
-178
- 3.47%
$915.95 - $994.57 $163K - $177K
4.95K $4.58M
PM
Philip Morris International Inc.

Consumer Defensive
-156
- 0.76%
$157.77 - $183.27 $24.6K - $28.6K
20.4K $3.3M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
-13.4K
- 14.64%
$14.45 - $16.7 $194K - $224K
78.3K $1.13M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-7.89K
- 27.63%
$63.98 - $72.59 $505K - $573K
20.7K $1.47M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.65K
- 1.02%
$211.65 - $238.24 $350K - $394K
161K $35.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.22K
- 7.29%
$100.37 - $100.74 $323K - $324K
40.9K $4.12M
VRIG
Invesco Actively Managed ETF F

ETFs
-12.7K
- 3.79%
$25.04 - $25.16 $319K - $321K
323K $8.12M
ADBE
Adobe Inc.

Technology
-681
- 45.83%
$333.65 - $392.1 $227K - $267K
805 $283K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-4.41K
- 19.6%
$77.92 - $81.94 $344K - $362K
18.1K $1.48M
HON
Honeywell International Inc

Industrials
-375
- 4.64%
$207.7 - $240.4 $77.9K - $90.2K
7.7K $1.62M
DE
Deere & CO

Industrials
-39
- 0.83%
$457.26 - $524.37 $17.8K - $20.5K
4.65K $2.13M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-3.88K
- 20.44%
$93.41 - $104.11 $363K - $404K
15.1K $1.55M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-9.99K
- 15.82%
$26.84 - $28.32 $268K - $283K
53.2K $1.48M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-5.99K
- 32.52%
$35.84 - $37.19 $215K - $223K
12.4K $445K
META
Meta Platforms, Inc.

Communication Services
-115
- 0.31%
$695.21 - $791.73 $79.9K - $91K
36.6K $26.9M
XOM
Exxon Mobil Corp

Energy
-2.95K
- 12.57%
$105.83 - $117.22 $313K - $346K
20.5K $2.32M
XLF
Financial Sector Spdr

ETFs
-5.34K
- 10.65%
$51.37 - $54.25 $274K - $290K
44.8K $2.41M
NVO
Novo Nordisk A S

Healthcare
-58
- 0.38%
$45.38 - $71.7 $2.63K - $4.16K
15.2K $845K
SPGI
S&P Global Inc.

Financial Services
-233
- 11.64%
$484.94 - $564.15 $113K - $131K
1.77K $860K
DIS
Walt Disney CO

Communication Services
-369
- 2.35%
$112.25 - $124.0 $41.4K - $45.8K
15.3K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
-498
- 2.59%
$150.47 - $161.22 $74.9K - $80.3K
18.7K $2.88M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.95K
- 9.81%
$48.5 - $50.19 $191K - $198K
36.3K $1.82M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-9.6K
- 3.31%
$24.73 - $25.29 $237K - $243K
281K $7.07M
ECL
Ecolab Inc.

Basic Materials
-548
- 42.25%
$259.39 - $285.47 $142K - $156K
749 $205K
AMT
American Tower Corp

Real Estate
-21
- 0.51%
$192.32 - $232.35 $4.04K - $4.88K
4.08K $784K
CLOI
Vaneck ETF Tr

ETFs
-2.74K
- 1.3%
$52.8 - $53.1 $145K - $145K
208K $11M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.3K
- 1.54%
N/A
83.1K $7.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.08K
- 13.49%
$50.47 - $50.74 $105K - $105K
13.3K $675K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-5.79K
- 9.97%
$52.31 - $56.47 $303K - $327K
52.2K $2.95M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-868
- 15.87%
$136.48 - $142.97 $118K - $124K
4.6K $644K
BMY
Bristol Myers Squibb CO

Healthcare
-1.67K
- 15.67%
$43.31 - $48.98 $72.3K - $81.8K
8.99K $405K
CMCSA
Comcast Corp

Communication Services
-113
- 0.62%
$31.41 - $36.33 $3.55K - $4.11K
18K $565K
CSCO
Cisco Systems, Inc.

Technology
-1.02K
- 9.55%
$66.2 - $71.79 $67.5K - $73.2K
9.66K $660K
EWJ
Ishares Msci Japan ETF

ETFs
-1.5K
- 18.98%
$71.69 - $81.49 $108K - $122K
6.4K $513K
PAYX
Paychex Inc

Industrials
-243
- 10.05%
$126.69 - $147.99 $30.8K - $36K
2.17K $275K
CI
Cigna Corp

Healthcare
-37
- 2.48%
$262.23 - $334.39 $9.7K - $12.4K
1.46K $419K
CRM
Salesforce, Inc.

Technology
-44
- 2.62%
$231.66 - $273.65 $10.2K - $12K
1.64K $387K
SO
Southern CO

Utilities
-1.02K
- 10.65%
$90.83 - $96.0 $92.2K - $97.4K
8.52K $807K
TXN
Texas Instruments Inc

Technology
-349
- 6.18%
N/A
5.3K $1.03M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 1.45%
$433.66 - $544.47 $3.9K - $4.9K
611 $273K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-417
- 9.54%
$65.64 - $78.22 $27.4K - $32.6K
3.95K $265K
RSG
Republic Services, Inc.

Industrials
-18
- 0.56%
$225.33 - $246.01 $4.06K - $4.43K
3.22K $738K
CL
Colgate Palmolive CO

Consumer Defensive
-39
- 0.8%
$79.36 - $93.33 $3.1K - $3.64K
4.83K $385K
STZ
Constellation Brands, Inc.

Consumer Defensive
-5
- 0.26%
$131.78 - $176.09 $659 - $880
1.93K $259K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-454
- 0.73%
$14.19 - $15.82 $6.44K - $7.18K
61.8K $881K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-2.67K
- 18.74%
$20.75 - $21.42 $55.4K - $57.1K
11.6K $246K
Activity Summary
Buys All Purchases 153 New Holdings 26 Increased Positions 127 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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