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
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 0.87%
$908.13 - $1056.85 $40.9K - $47.6K
5.13K $5.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.58K
- 5.19%
$58.41 - $72.69 $209K - $260K
65.4K $4.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
-116
- 2.23%
$496.48 - $617.85 $57.6K - $71.7K
5.08K $3.14M
VTI
Vanguard Total Stock Market Et

ETFs
-225
- 1.9%
$243.75 - $303.93 $54.8K - $68.4K
11.6K $3.53M
DELL
Dell Technologies Inc.

Technology
-57
- 0.59%
$71.63 - $125.98 $4.08K - $7.18K
9.53K $1.17M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-140
- 0.19%
$22.27 - $29.21 $3.12K - $4.09K
72K $2.1M
PM
Philip Morris International Inc.

Consumer Defensive
-964
- 4.49%
$149.23 - $184.95 $144K - $178K
20.5K $3.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-109
- 1.55%
$320.42 - $424.58 $34.9K - $46.3K
6.92K $2.92M
IBM
International Business Machines Corp

Technology
-29
- 0.31%
$221.03 - $294.78 $6.41K - $8.55K
9.22K $2.72M
AXP
American Express CO

Financial Services
-1
- 0.01%
$231.39 - $318.98 $231 - $319
8.63K $2.75M
TOST
Toast, Inc.

Technology
-16
- 0.02%
$30.03 - $45.23 $480 - $724
65K $2.88M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-9.61K
- 3.97%
$108.87 - $133.04 $1.05M - $1.28M
232K $30.9M
JPM
Jpmorgan Chase & CO

Financial Services
-306
- 1.47%
$210.28 - $289.91 $64.3K - $88.7K
20.5K $5.95M
ORCL
Oracle Corp

Technology
-295
- 2.52%
$122.82 - $218.63 $36.2K - $64.5K
11.4K $2.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.61K
- 1.48%
$51.16 - $62.02 $441K - $534K
573K $35.5M
FDN
First Tr Fd Dow Jones

ETFs
-165
- 0.35%
$200.29 - $269.33 $33K - $44.4K
47.4K $12.8M
VUG
Vanguard Growth ETF

ETFs
-1.26K
- 2.06%
$329.49 - $438.4 $416K - $554K
60K $26.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-408
- 0.25%
$167.32 - $223.3 $68.3K - $91.1K
163K $35.7M
GOOGL
Alphabet Inc.

Communication Services
-2.57K
- 1.08%
$144.7 - $178.6 $371K - $458K
236K $41.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-12.1K
- 4.05%
$60.61 - $87.72 $732K - $1.06M
286K $24.3M
META
Meta Platforms, Inc.

Communication Services
-103
- 0.28%
$484.66 - $738.09 $49.9K - $76K
36.7K $27.1M
NVDA
Nvidia Corp

Technology
-8.99K
- 4.08%
$94.31 - $157.99 $847K - $1.42M
212K $33.4M
MSFT
Microsoft Corp

Technology
-1.37K
- 1.03%
$354.56 - $497.45 $486K - $683K
132K $65.8M
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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