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
SGOL
Abrdn Gold ETF Trust

ETFs
-850
- 4.99%
$28.39 - $32.75 $24.1K - $27.8K
16.2K $510K
MMM
3 M CO

Industrials
-26
- 1.3%
$126.09 - $154.15 $3.28K - $4.01K
1.98K $300K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.17K
- 5.9%
$20.42 - $25.3 $24K - $29.7K
18.7K $473K
BSX
Boston Scientific Corp

Healthcare
-161
- 4.0%
$89.7 - $107.41 $14.4K - $17.3K
3.87K $415K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-54
- 1.7%
$59.24 - $71.39 $3.2K - $3.86K
3.13K $222K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-61
- 2.41%
$70.44 - $86.87 $4.3K - $5.3K
2.47K $214K
IRM
Iron Mountain Inc

Real Estate
-387
- 12.03%
$76.93 - $105.25 $29.8K - $40.7K
2.83K $290K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-86
- 0.31%
$47.97 - $54.0 $4.13K - $4.64K
27.4K $1.48M
SPGI
S&P Global Inc.

Financial Services
-42
- 2.06%
$438.31 - $527.29 $18.4K - $22.1K
2K $1.06M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-350
- 7.12%
$57.14 - $72.68 $20K - $25.4K
4.57K $331K
PSLV
Sprott Physical Silver Trust

Financial Services
-3.06K
- 3.44%
$9.98 - $12.51 $30.5K - $38.2K
85.9K $1.05M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-79
- 2.91%
$376.48 - $440.65 $29.7K - $34.8K
2.64K $1.16M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-159
- 0.95%
$56.84 - $65.5 $9.04K - $10.4K
16.6K $1.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-36
- 0.73%
$166.82 - $194.23 $6.01K - $6.99K
4.92K $956K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-212
- 0.67%
$23.55 - $27.67 $4.99K - $5.87K
31.5K $870K
C
Citigroup Inc

Financial Services
-384
- 8.81%
$58.13 - $85.12 $22.3K - $32.7K
3.98K $338K
LHX
L3 Harris Technologies, Inc.

Industrials
-56
- 5.27%
$200.21 - $256.99 $11.2K - $14.4K
1.01K $252K
SLV
I Shares Silver Trust

ETFs
-680
- 2.22%
$27.08 - $33.74 $18.4K - $22.9K
30K $983K
MGC
Vanguard Mega Cap ETF

ETFs
-300
- 6.89%
$179.23 - $224.92 $53.8K - $67.5K
4.05K $911K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-186
- 2.44%
$47.63 - $60.01 $8.86K - $11.2K
7.42K $441K
NKE
Nike, Inc.

Consumer Cyclical
-94
- 1.63%
$53.27 - $72.04 $5.01K - $6.77K
5.66K $402K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 3.2%
$468.22 - $566.51 $37.5K - $45.3K
2.42K $1.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.57K
- 4.1%
$22.92 - $28.05 $59K - $72.2K
60.3K $1.69M
ARES
Ares Management Corp

Financial Services
-8
- 0.45%
$118.04 - $175.83 $944 - $1.41K
1.76K $303K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 4.0%
$4164.15 - $5789.24 $8.33K - $11.6K
48 $277K
IWR
Ishares Russell Mid Cap ETF

ETFs
-78
- 0.96%
$74.88 - $91.97 $5.84K - $7.17K
8.07K $742K
UBER
Uber Technologies, Inc

Technology
-301
- 7.61%
$64.62 - $93.3 $19.5K - $28.1K
3.66K $341K
SYK
Stryker Corp

Healthcare
-53
- 1.62%
$337.37 - $395.63 $17.9K - $21K
3.21K $1.27M
STT
State Street Corp

Financial Services
-18
- 0.53%
$75.33 - $106.34 $1.36K - $1.91K
3.38K $359K
MS
Morgan Stanley

Financial Services
-20
- 0.81%
$99.83 - $140.86 $2K - $2.82K
2.45K $345K
VEU
Vanguard Ftse All World Ex Us

ETFs
-567
- 3.92%
$54.19 - $67.22 $30.7K - $38.1K
13.9K $934K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-708
- 1.21%
$47.29 - $53.34 $33.5K - $37.8K
58K $3.05M
RTX
Raytheon Technologies Corp

Industrials
-600
- 5.34%
$113.75 - $148.48 $68.3K - $89.1K
10.6K $1.55M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-400
- 4.92%
$60.22 - $80.1 $24.1K - $32K
7.72K $618K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-51
- 3.74%
$141.37 - $228.57 $7.21K - $11.7K
1.31K $296K
CSCO
Cisco Systems, Inc.

Technology
-133
- 1.23%
$53.19 - $69.38 $7.07K - $9.23K
10.7K $740K
HON
Honeywell International Inc

Industrials
-460
- 5.39%
$182.86 - $232.88 $84.1K - $107K
8.08K $1.88M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.26K
- 3.62%
$27.26 - $34.48 $34.4K - $43.5K
33.6K $1.16M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.72K
- 7.08%
$60.99 - $77.53 $105K - $133K
22.5K $1.75M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-37
- 2.03%
$273.67 - $366.17 $10.1K - $13.5K
1.78K $652K
SOXX
Ishares Semiconductor ETF

ETFs
-137
- 5.21%
$154.86 - $239.07 $21.2K - $32.8K
2.5K $595K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-326
- 1.02%
$90.56 - $109.49 $29.5K - $35.7K
31.5K $3.45M
DE
Deere & CO

Industrials
-122
- 2.54%
$412.99 - $531.48 $50.4K - $64.8K
4.69K $2.38M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.25%
$462.22 - $707.75 $924 - $1.42K
786 $556K
TSLA
Tesla, Inc.

Consumer Cyclical
-337
- 8.33%
$221.86 - $362.89 $74.8K - $122K
3.71K $1.18M
XLK
Technology Sector Spdr

ETFs
-141
- 3.87%
$179.73 - $253.23 $25.3K - $35.7K
3.51K $888K
XLI
Industrial Sector Spdr

ETFs
-35
- 0.39%
$116.42 - $147.52 $4.07K - $5.16K
9K $1.33M
PHYS
Sprott Physical Gold Trust

Financial Services
-3.05K
- 1.76%
$22.82 - $26.29 $69.6K - $80.2K
170K $4.31M
RDVY
First Trust Rising Dividend Ac

ETFs
-110
- 0.28%
$51.6 - $62.74 $5.68K - $6.9K
39.3K $2.47M
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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