Beaumont Financial Advisors, LLC Reduced Holdings in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
-85.1K
- 35.88%
$97.46 - $103.45 $8.3M - $8.81M
152K $15.3M
BP
Bp PLC

Energy
-198K
- 51.15%
$28.16 - $33.14 $5.56M - $6.55M
189K $5.58M
VT
Vanguard Total World Stk Index

ETFs
-48.6K
- 34.05%
$117.09 - $123.07 $5.69M - $5.98M
94.1K $11.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-31.7K
- 10.38%
N/A
274K $23.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.45K
- 1.59%
$244.52 - $284.07 $353K - $410K
89.3K $22M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-19.2K
- 85.32%
$64.85 - $73.04 $1.24M - $1.4M
3.3K $215K
MCD
Mcdonalds Corp

Consumer Cyclical
-513
- 0.66%
$288.47 - $316.54 $148K - $162K
77.5K $22.5M
LLY
Eli Lilly & CO

Healthcare
-214
- 3.71%
$727.2 - $932.06 $156K - $199K
5.56K $4.29M
AEP
American Electric Power CO Inc

Utilities
-904
- 1.53%
$90.91 - $102.21 $82.2K - $92.4K
58.3K $5.38M
GD
General Dynamics Corp

Industrials
-467
- 3.63%
$260.28 - $314.03 $122K - $147K
12.4K $3.27M
TOST
Toast, Inc.

Technology
-35K
- 35.0%
$27.43 - $43.54 $960K - $1.52M
65K $2.37M
SLV
I Shares Silver Trust

ETFs
-12.4K
- 26.13%
$26.33 - $31.74 $326K - $393K
35K $920K
NEE
Nextera Energy Inc

Utilities
-596
- 2.17%
$69.77 - $85.43 $41.6K - $50.9K
26.9K $1.93M
UNH
Unitedhealth Group Inc

Healthcare
-100
- 2.37%
$485.52 - $625.25 $48.6K - $62.5K
4.13K $2.09M
VTV
Vanguard Value ETF

ETFs
-981
- 2.72%
$168.32 - $181.87 $165K - $178K
35.1K $5.95M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-12.2K
- 2.42%
$55.86 - $60.21 $683K - $736K
494K $28.3M
CVX
Chevron Corp

Energy
-1.75K
- 4.47%
$141.15 - $162.53 $247K - $284K
37.4K $5.42M
AMD
Advanced Micro Devices Inc

Technology
-98
- 1.51%
$118.88 - $172.8 $11.7K - $16.9K
6.39K $771K
ABBV
Abb Vie Inc.

Healthcare
-403
- 3.63%
$164.99 - $203.87 $66.5K - $82.2K
10.7K $1.9M
AMT
American Tower Corp

Real Estate
-570
- 15.37%
$179.4 - $232.01 $102K - $132K
3.14K $575K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.35K
- 55.65%
$216.72 - $244.71 $293K - $330K
1.08K $253K
VEA
Vanguard Ftse Developed Market

ETFs
-2.79K
- 10.72%
$47.57 - $52.44 $132K - $146K
23.2K $1.11M
SOXX
Ishares Semiconductor ETF

ETFs
-812
- 22.91%
$211.27 - $239.8 $172K - $195K
2.73K $588K
XLV
Select Sector Spdr Fund Health

ETFs
-776
- 10.91%
$136.28 - $154.74 $106K - $120K
6.34K $872K
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.9K
- 34.91%
$78.25 - $85.17 $149K - $162K
3.54K $279K
CI
Cigna Corp

Healthcare
-150
- 9.05%
$265.59 - $358.58 $39.8K - $53.8K
1.51K $416K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-803
- 1.52%
$57.53 - $60.83 $46.2K - $48.8K
51.9K $2.99M
NKE
Nike, Inc.

Consumer Cyclical
-755
- 10.53%
$73.36 - $89.13 $55.4K - $67.3K
6.42K $485K
VGSH
Vanguard

ETFs
-2.1K
- 8.82%
$58.02 - $58.88 $122K - $123K
21.7K $1.26M
VNQ
Vanguard Specialized Funds Van

ETFs
-50
- 0.3%
$87.85 - $98.6 $4.39K - $4.93K
16.4K $1.46M
VEU
Vanguard Ftse All World Ex Us

ETFs
-688
- 4.09%
$57.29 - $63.1 $39.4K - $43.4K
16.1K $926K
IBB
Ishares Biotechnology ETF

ETFs
-13
- 0.14%
$131.21 - $148.85 $1.71K - $1.94K
9.43K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-90
- 0.66%
$75.1 - $82.99 $6.76K - $7.47K
13.5K $1.02M
LEN
Lennar Corp

Consumer Cyclical
-1
- 0.04%
$136.2 - $188.96 $136 - $189
2.24K $306K
EBC
Eastern Bankshares, Inc.

Financial Services
-12.1K
- 10.79%
$15.83 - $19.03 $191K - $230K
99.8K $1.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-924
- 19.61%
$96.64 - $101.23 $89.3K - $93.5K
3.79K $366K
INTC
Intel Corp

Technology
-996
- 4.1%
$19.07 - $26.23 $19K - $26.1K
23.3K $467K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.34K
- 7.74%
$54.15 - $58.81 $72.5K - $78.7K
16K $866K
XLI
Industrial Sector Spdr

ETFs
-430
- 4.23%
$131.76 - $143.99 $56.7K - $61.9K
9.73K $1.28M
CMCSA
Comcast Corp

Communication Services
-453
- 2.5%
$37.39 - $45.14 $16.9K - $20.4K
17.7K $663K
XLP
Consumer Staples Sector Spdr

ETFs
-1.22K
- 4.65%
N/A
25.1K $1.91M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-784
- 3.8%
$77.86 - $79.27 $61K - $62.1K
19.8K $1.55M
KMB
Kimberly Clark Corp

Consumer Defensive
-155
- 2.49%
$130.37 - $146.09 $20.2K - $22.6K
6.08K $796K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.75K
- 27.07%
$44.33 - $49.55 $77.8K - $86.9K
4.73K $212K
PFE
Pfizer Inc

Healthcare
-1.56K
- 9.29%
$24.8 - $30.19 $38.7K - $47.1K
15.2K $404K
ABT
Abbott Laboratories

Healthcare
-115
- 0.16%
$111.93 - $119.39 $12.9K - $13.7K
73.5K $8.31M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-996
- 3.4%
$53.0 - $55.5 $52.8K - $55.3K
28.3K $1.51M
RVMD
Revolution Medicines, Inc.

Healthcare
-1.19K
- 7.95%
$42.97 - $60.6 $51K - $71.9K
13.7K $600K
ES
Eversource Energy

Utilities
-367
- 7.33%
$55.9 - $67.73 $20.5K - $24.9K
4.64K $266K
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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