Beaumont Financial Advisors, LLC Reduced Holdings in Q2 2025

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-280K
- 86.41%
$100.35 - $100.71 $28.1M - $28.2M
44.1K $4.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-185K
- 68.66%
N/A
84.4K $7.24M
AAPL
Apple Inc.

Technology
-4.6K
- 1.63%
$172.42 - $223.89 $793K - $1.03M
277K $56.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.07K
- 1.79%
$483.48 - $539.8 $516K - $577K
58.7K $28.5M
VRIG
Invesco Actively Managed ETF F

ETFs
-95.5K
- 22.12%
$24.89 - $25.14 $2.38M - $2.4M
336K $8.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.09K
- 1.43%
$285.55 - $321.23 $312K - $351K
75.4K $22M
JNJ
Johnson & Johnson

Healthcare
-742
- 0.59%
$146.36 - $159.82 $109K - $119K
125K $19.2M
XLY
Select Sector Spdr Consumer Di

ETFs
-8.42K
- 87.89%
$176.34 - $218.59 $1.48M - $1.84M
1.16K $252K
XLC
Select Sector Spdr Tr Communic

ETFs
-18K
- 65.43%
$86.13 - $108.53 $1.55M - $1.96M
9.52K $1.03M
BP
Bp PLC

Energy
-14.5K
- 5.14%
$26.11 - $33.81 $379K - $491K
268K $8.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.97K
- 15.63%
$456.74 - $568.03 $2.72M - $3.39M
32.2K $18.3M
CVX
Chevron Corp

Energy
-2.68K
- 6.99%
$133.73 - $168.51 $359K - $452K
35.7K $5.11M
V
Visa Inc.

Financial Services
-4.16K
- 6.04%
$308.27 - $373.31 $1.28M - $1.55M
64.7K $23M
GLDM
World Gold Trust

ETFs
-23.2K
- 18.81%
$58.96 - $67.97 $1.37M - $1.57M
100K $6.55M
UNH
Unitedhealth Group Inc

Healthcare
-173
- 4.29%
$274.35 - $599.47 $47.5K - $104K
3.86K $1.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.9K
- 26.78%
$51.14 - $57.0 $713K - $795K
38.1K $2.17M
MUB
Ishares National Muni Bond ETF

ETFs
-3.41K
- 18.16%
$102.31 - $105.8 $349K - $361K
15.4K $1.61M
HDV
Ishares Core High Dividend ETF

ETFs
-135
- 0.17%
$108.41 - $120.51 $14.6K - $16.3K
79.9K $9.36M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-14.2K
- 4.67%
$24.48 - $24.9 $348K - $354K
290K $7.23M
MRK
Merck & Co., Inc.

Healthcare
-723
- 3.46%
$73.47 - $87.12 $53.1K - $63K
20.2K $1.6M
PG
Procter & Gamble CO

Consumer Defensive
-274
- 1.4%
$157.66 - $172.39 $43.2K - $47.2K
19.2K $3.06M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-6.36K
- 40.67%
$39.34 - $40.41 $250K - $257K
9.28K $372K
LLY
Eli Lilly & CO

Healthcare
-56
- 1.23%
$713.71 - $898.95 $40K - $50.3K
4.5K $3.51M
VTV
Vanguard Value ETF

ETFs
-2.18K
- 6.17%
$153.67 - $176.74 $335K - $386K
33.2K $5.86M
EPD
Enterprise Products Partners L.P.

Energy
-6.43K
- 43.97%
$28.95 - $34.22 $186K - $220K
8.19K $253K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-87
- 3.87%
$390.26 - $489.06 $34K - $42.5K
2.16K $875K
DVY
Ishares Tr

ETFs
-951
- 1.52%
$118.37 - $134.86 $113K - $128K
61.8K $8.21M
BMY
Bristol Myers Squibb CO

Healthcare
-843
- 7.33%
$44.12 - $59.6 $37.2K - $50.2K
10.7K $493K
CRM
Salesforce, Inc.

Technology
-735
- 30.42%
$236.26 - $291.15 $174K - $214K
1.68K $458K
AMGN
Amgen Inc

Healthcare
-73
- 1.71%
$262.28 - $309.85 $19.1K - $22.6K
4.21K $1.17M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.84K
- 15.92%
$68.13 - $74.77 $125K - $138K
9.73K $708K
UNP
Union Pacific Corp

Industrials
-450
- 10.99%
$208.27 - $238.46 $93.7K - $107K
3.64K $838K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.7K
- 31.59%
$43.63 - $45.4 $118K - $123K
5.85K $261K
HD
Home Depot, Inc.

Consumer Cyclical
-305
- 2.7%
$335.24 - $380.78 $102K - $116K
11K $4.03M
ECL
Ecolab Inc.

Basic Materials
-508
- 28.14%
$225.65 - $270.95 $115K - $138K
1.3K $349K
GD
General Dynamics Corp

Industrials
-1.12K
- 9.39%
$247.68 - $291.66 $277K - $326K
10.8K $3.15M
KMB
Kimberly Clark Corp

Consumer Defensive
-7
- 0.1%
$126.84 - $145.22 $888 - $1.02K
7.03K $906K
XLV
Select Sector Spdr Fund Health

ETFs
-164
- 2.66%
$128.77 - $144.3 $21.1K - $23.7K
6K $808K
INTC
Intel Corp

Technology
-3.59K
- 17.52%
$18.13 - $22.69 $65K - $81.3K
16.9K $378K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-865
- 22.02%
$96.84 - $99.46 $83.8K - $86K
3.06K $303K
PFE
Pfizer Inc

Healthcare
-2.66K
- 20.49%
$21.59 - $24.84 $57.5K - $66.2K
10.3K $250K
FDX
Fedex Corp

Industrials
-194
- 9.51%
$198.07 - $245.17 $38.4K - $47.6K
1.85K $419K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.16K
- 6.17%
$20.83 - $25.75 $24.1K - $29.7K
17.6K $412K
IBB
Ishares Biotechnology ETF

ETFs
-407
- 4.34%
$112.02 - $129.0 $45.6K - $52.5K
8.97K $1.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-249
- 0.74%
$24.32 - $27.87 $6.06K - $6.94K
33.6K $889K
ABT
Abbott Laboratories

Healthcare
-919
- 4.47%
$123.95 - $138.08 $114K - $127K
19.6K $2.67M
VGSH
Vanguard

ETFs
-974
- 4.55%
$58.32 - $58.95 $56.8K - $57.4K
20.4K $1.2M
TXN
Texas Instruments Inc

Technology
-285
- 4.8%
N/A
5.65K $1.1M
VZ
Verizon Communications Inc

Communication Services
-934
- 13.46%
$41.67 - $45.62 $38.9K - $42.6K
6.01K $259K
Activity Summary
Buys All Purchases 170 New Holdings 30 Increased Positions 140 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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