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
XLU
Utilities Sector Spdr

ETFs
-816
- 18.83%
$73.09 - $82.77 $59.6K - $67.5K
3.52K $287K
XLE
Energy Sector Spdr

ETFs
-25
- 0.47%
$76.44 - $94.13 $1.91K - $2.35K
5.33K $452K
PAVE
Global X Fds Us Infrastructure

ETFs
-3.78K
- 18.17%
$33.78 - $43.68 $128K - $165K
17K $742K
VNQ
Vanguard Specialized Funds Van

ETFs
-203
- 1.23%
$79.79 - $91.42 $16.2K - $18.6K
16.3K $1.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1K
- 21.39%
$113.67 - $150.4 $114K - $151K
3.68K $553K
AZN
Astrazeneca PLC

Healthcare
-396
- 10.92%
$64.87 - $75.0 $25.7K - $29.7K
3.23K $225K
ICE
Intercontinental Exchange, Inc.

Financial Services
-432
- 12.3%
$151.62 - $183.47 $65.5K - $79.3K
3.08K $565K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-556
- 1.66%
$48.46 - $50.2 $26.9K - $27.9K
33K $1.64M
SBUX
Starbucks Corp

Consumer Cyclical
-88
- 1.97%
$79.69 - $99.41 $7.01K - $8.75K
4.38K $400K
YUM
Yum Brands Inc

Consumer Cyclical
-141
- 9.05%
$138.36 - $161.45 $19.5K - $22.8K
1.42K $209K
WM
Waste Management Inc

Industrials
-105
- 3.15%
$216.47 - $242.1 $22.7K - $25.4K
3.23K $738K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-441
- 11.25%
$72.12 - $76.23 $31.8K - $33.6K
3.48K $264K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.41K
- 2.01%
$20.66 - $20.74 $29.2K - $29.3K
68.9K $1.43M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.63K
- 2.14%
$19.49 - $19.66 $31.8K - $32.1K
74.7K $1.47M
PSX
Phillips 66

Energy
-152
- 6.47%
$92.87 - $125.73 $14.1K - $19.1K
2.2K $262K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.55K
- 2.05%
$19.44 - $19.56 $30K - $30.2K
73.7K $1.44M
ITM
Vaneck Intermediate Muni ETF

ETFs
-545
- 1.96%
$44.27 - $45.82 $24.1K - $25K
27.2K $1.24M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-747
- 1.86%
$46.46 - $47.44 $34.7K - $35.4K
39.3K $1.87M
MKC
Mccormick & CO Inc

Consumer Defensive
-15
- 0.4%
$71.11 - $82.25 $1.07K - $1.23K
3.77K $285K
XLP
Consumer Staples Sector Spdr

ETFs
-271
- 1.09%
N/A
24.7K $1.88M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-397
- 5.22%
$114.78 - $133.31 $45.6K - $52.9K
7.21K $961K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-504
- 3.34%
$51.68 - $52.76 $26K - $26.6K
14.6K $770K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-179
- 4.77%
$85.42 - $94.39 $15.3K - $16.9K
3.57K $335K
CL
Colgate Palmolive CO

Consumer Defensive
-21
- 0.43%
$87.57 - $96.0 $1.84K - $2.02K
4.87K $442K
SO
Southern CO

Utilities
-146
- 1.51%
$84.91 - $92.56 $12.4K - $13.5K
9.53K $875K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-293
- 1.65%
$77.94 - $79.5 $22.8K - $23.3K
17.4K $1.39M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-333
- 2.53%
$46.39 - $47.84 $15.4K - $15.9K
12.8K $614K
DIS
Walt Disney CO

Communication Services
-4.13K
- 20.86%
$81.72 - $124.01 $338K - $513K
15.7K $1.94M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-200
- 5.7%
$69.8 - $85.28 $14K - $17.1K
3.31K $274K
NSC
Norfolk Southern Corp

Industrials
-137
- 10.55%
$206.34 - $257.46 $28.3K - $35.3K
1.16K $297K
DUK
Duke Energy Corp

Utilities
-19
- 1.01%
$112.46 - $124.05 $2.14K - $2.36K
1.87K $220K
VCIT
Vanguard Intermediate Term Cor

ETFs
-179
- 3.37%
$79.56 - $82.92 $14.2K - $14.8K
5.13K $425K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-477
- 2.9%
$46.92 - $55.01 $22.4K - $26.2K
16K $868K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-115
- 6.13%
$152.93 - $181.74 $17.6K - $20.9K
1.76K $320K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-108
- 3.39%
$66.87 - $79.47 $7.22K - $8.58K
3.08K $244K
Fidelity Wise Origin Bitcoin Fund
-13.3K
- 2.73%
N/A
474K $0
Amplify Cybersecurity ETF
-595
- 15.95%
N/A
3.14K $0
Kenvue Inc Com
-98
- 0.97%
N/A
10K $0
T. Rowe Price Capital Appreciation Equity ETF
-16.7K
- 2.94%
N/A
551K $0
Ge Vernova Inc Com
-154
- 17.32%
N/A
735 $0
Grayscale Bitcoin Mini Trust ETF
-4.52K
- 3.73%
N/A
117K $0
STAG
Stag Industrial, Inc.

Real Estate
-24
- 0.34%
$30.08 - $37.02 $722 - $888
7K $253K
Grayscale Ethereum Trust ETF
-1.05K
- 9.87%
N/A
9.59K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-1.22K
- 3.66%
N/A
32K $0
Arista Networks Inc Com Shs
-118
- 3.9%
N/A
2.91K $0
Linde PLC Shs
-29
- 5.48%
N/A
500 $0
ISRG
Intuitive Surgical Inc

Healthcare
-58
- 8.55%
$451.58 - $565.94 $26.2K - $32.8K
620 $336K
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.03%
$217.22 - $246.25 $217 - $246
2.94K $713K
IAU
Ishares Gold Trust

ETFs
-152
- 4.31%
$56.1 - $64.74 $8.53K - $9.84K
3.38K $210K
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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