Beaumont Financial Advisors, LLC Reduced Holdings in Q1 2025

Beaumont Financial Advisors, LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-662
- 10.32%
$63.29 - $81.72 $41.9K - $54.1K
5.75K $365K
INTU
Intuit Inc

Technology
-172
- 22.43%
$555.63 - $630.23 $95.6K - $108K
595 $365K
BDX
Becton Dickinson & CO

Healthcare
-525
- 27.7%
$222.79 - $249.08 $117K - $131K
1.37K $313K
WMT
Walmart Inc.

Consumer Defensive
-822
- 4.88%
$84.5 - $105.05 $69.5K - $86.4K
16K $1.41M
RVMD
Revolution Medicines, Inc.

Healthcare
-14
- 0.1%
$35.36 - $44.42 $495 - $622
13.7K $485K
TBUX
T Rowe Price Exchange Traded F

ETFs
-2.36K
- 6.49%
$49.57 - $49.82 $117K - $118K
34K $1.69M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.56K
- 28.51%
$73.11 - $77.43 $114K - $121K
3.92K $297K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-172
- 3.55%
$65.15 - $91.81 $11.2K - $15.8K
4.68K $305K
ETN
Eaton Corp PLC

Industrials
-94
- 6.87%
$271.83 - $371.23 $25.6K - $34.9K
1.27K $346K
CL
Colgate Palmolive CO

Consumer Defensive
-1.31K
- 21.08%
$85.68 - $97.5 $112K - $127K
4.89K $457K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-20
- 0.79%
$522.96 - $601.18 $10.5K - $12K
2.5K $1.33M
XLI
Industrial Sector Spdr

ETFs
-690
- 7.09%
$128.78 - $141.67 $88.9K - $97.8K
9.04K $1.18M
SOXX
Ishares Semiconductor ETF

ETFs
-101
- 3.7%
$188.17 - $235.81 $19K - $23.8K
2.63K $495K
MO
Altria Group, Inc.

Consumer Defensive
-2.31K
- 31.92%
$50.81 - $60.02 $117K - $139K
4.92K $295K
PFE
Pfizer Inc

Healthcare
-2.24K
- 14.69%
$25.01 - $27.13 $56K - $60.8K
13K $329K
CAT
Caterpillar Inc

Industrials
-27
- 1.36%
$326.75 - $407.63 $8.82K - $11K
1.95K $643K
IRM
Iron Mountain Inc

Real Estate
-16
- 0.49%
$82.79 - $111.31 $1.32K - $1.78K
3.22K $276K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.85K
- 4.41%
$46.45 - $47.26 $85.9K - $87.4K
40.1K $1.89M
WM
Waste Management Inc

Industrials
-794
- 19.25%
$200.54 - $233.78 $159K - $186K
3.33K $771K
ASML
Asml Holding Nv

Technology
-57
- 9.84%
$662.63 - $776.99 $37.8K - $44.3K
522 $345K
FICO
Fair Isaac Corp

Technology
-1
- 0.3%
$1695.35 - $2030.47 $1.7K - $2.03K
334 $615K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.67K
- 10.34%
$56.51 - $62.98 $94.3K - $105K
14.5K $877K
SRE
Sempra Energy

Utilities
-2
- 0.07%
$67.85 - $87.67 $136 - $175
2.97K $212K
IBB
Ishares Biotechnology ETF

ETFs
-55
- 0.58%
$127.9 - $140.56 $7.03K - $7.73K
9.38K $1.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-156
- 6.23%
$168.16 - $186.21 $26.2K - $29K
2.35K $401K
IPGP
Ipg Photonics Corp

Technology
-139
- 4.07%
$57.86 - $77.8 $8.04K - $10.8K
3.28K $206K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-834
- 2.94%
$51.94 - $55.24 $43.3K - $46.1K
27.5K $1.46M
ECL
Ecolab Inc.

Basic Materials
-315
- 14.86%
$229.72 - $269.82 $72.4K - $85K
1.81K $457K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.87K
- 5.57%
$25.77 - $27.6 $48.2K - $51.6K
31.7K $841K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.67K
- 2.32%
$20.64 - $20.73 $34.6K - $34.7K
70.4K $1.45M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.77K
- 2.3%
$19.42 - $19.54 $34.4K - $34.6K
75.2K $1.46M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.18K
- 9.25%
$68.32 - $75.06 $80.6K - $88.6K
11.6K $864K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-500
- 11.76%
$87.68 - $94.52 $43.8K - $47.3K
3.75K $351K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.77K
- 2.27%
$19.43 - $19.62 $34.4K - $34.7K
76.3K $1.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-259
- 3.29%
$126.11 - $135.06 $32.7K - $35K
7.61K $981K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.96%
$4295.4 - $5141.88 $4.3K - $5.14K
50 $230K
CMCSA
Comcast Corp

Communication Services
-275
- 1.56%
$33.19 - $38.23 $9.13K - $10.5K
17.4K $642K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-892
- 3.46%
$44.88 - $46.36 $40K - $41.4K
24.9K $1.15M
GD
General Dynamics Corp

Industrials
-480
- 3.87%
$241.94 - $272.58 $116K - $131K
11.9K $3.25M
TRMB
Trimble Inc.

Technology
-4
- 0.12%
$65.52 - $77.49 $262 - $310
3.4K $223K
IWX
Ishares Tr Russell 200 Value E

ETFs
-271
- 7.65%
$78.54 - $84.86 $21.3K - $23K
3.27K $268K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-1.51K
- 3.87%
$48.3 - $52.85 $72.7K - $79.5K
37.4K $1.91M
XLP
Consumer Staples Sector Spdr

ETFs
-130
- 0.52%
N/A
24.9K $1.9M
SYY
Sysco Corp

Consumer Defensive
-49
- 1.45%
$70.0 - $77.13 $3.43K - $3.78K
3.33K $250K
VOE
Vanguard Mid Cap Value Index F

ETFs
-35
- 1.42%
$156.61 - $168.02 $5.48K - $5.88K
2.42K $389K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.27K
- 2.03%
$25.98 - $28.59 $33K - $36.3K
61.4K $1.69M
LHX
L3 Harris Technologies, Inc.

Industrials
-27
- 2.48%
$194.65 - $222.86 $5.26K - $6.02K
1.06K $222K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-377
- 6.37%
$58.01 - $64.46 $21.9K - $24.3K
5.54K $343K
VGSH
Vanguard

ETFs
-267
- 1.23%
$58.07 - $58.69 $15.5K - $15.7K
21.4K $1.26M
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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