Beaumont Financial Advisors, LLC Sells in Q1 2025

Beaumont Financial Advisors, LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-999
- 0.42%
$154.33 - $206.19 $154K - $206K
238K $36.8M
AAPL
Apple Inc.

Technology
-795
- 0.28%
$209.68 - $247.1 $167K - $196K
282K $62.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-138K
- 27.89%
$55.41 - $60.74 $7.63M - $8.37M
356K $20.1M
MSFT
Microsoft Corp

Technology
-427
- 0.32%
$375.39 - $447.2 $160K - $191K
134K $50.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-37.9K
- 11.28%
$62.43 - $84.12 $2.37M - $3.19M
298K $19.4M
ABT
Abbott Laboratories

Healthcare
-52.9K
- 72.02%
$111.1 - $140.22 $5.88M - $7.42M
20.6K $2.73M
XLE
Energy Sector Spdr

ETFs
-33.8K
- 86.32%
$85.7 - $93.96 $2.9M - $3.18M
5.36K $500K
AVGO
Broadcom Inc.

Technology
-4.11K
- 12.8%
$167.43 - $244.7 $688K - $1.01M
28K $4.69M
VUG
Vanguard Growth ETF

ETFs
-714
- 1.15%
$369.1 - $427.61 $264K - $305K
61.3K $22.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-9.45K
- 35.6%
$161.27 - $192.3 $1.52M - $1.82M
17.1K $2.76M
IOO
Ishares Tr Global 100 ETF

ETFs
-7.91K
- 5.2%
$96.2 - $105.12 $760K - $831K
144K $13.9M
FDN
First Tr Fd Dow Jones

ETFs
-1.05K
- 2.17%
$221.38 - $266.86 $233K - $281K
47.5K $10.6M
VO
Vanguard Mid Cap ETF

ETFs
-2.7K
- 38.31%
$251.87 - $277.95 $680K - $750K
4.35K $1.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.61K
- 7.57%
$102.49 - $119.96 $267K - $313K
31.9K $3.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.61K
- 1.56%
$53.6 - $58.97 $194K - $213K
228K $12.5M
LLY
Eli Lilly & CO

Healthcare
-1.01K
- 18.08%
$725.72 - $929.72 $729K - $934K
4.55K $3.76M
RDVY
First Trust Rising Dividend Ac

ETFs
-7.61K
- 16.17%
$57.22 - $63.39 $435K - $482K
39.4K $2.31M
DIS
Walt Disney CO

Communication Services
-1.63K
- 7.6%
$96.87 - $114.0 $158K - $186K
19.8K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-526
- 12.26%
$468.34 - $539.52 $246K - $284K
3.77K $1.77M
VT
Vanguard Total World Stk Index

ETFs
-2.45K
- 2.6%
$115.08 - $123.97 $282K - $303K
91.6K $10.6M
MUB
Ishares National Muni Bond ETF

ETFs
-3.72K
- 16.52%
$104.71 - $107.69 $389K - $400K
18.8K $1.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.85K
- 1.77%
N/A
269K $23.1M
MRK
Merck & Co., Inc.

Healthcare
-2.03K
- 8.85%
$83.01 - $101.02 $168K - $205K
20.9K $1.88M
NVO
Novo Nordisk A S

Healthcare
-1.33K
- 7.99%
$69.3 - $90.95 $92K - $121K
15.3K $1.06M
VB
Vanguard Small Cap ETF

ETFs
-1.3K
- 30.25%
$217.89 - $252.64 $283K - $328K
3K $664K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.13K
- 6.64%
$24.91 - $29.02 $128K - $149K
72.1K $1.81M
HD
Home Depot, Inc.

Consumer Cyclical
-228
- 1.98%
$347.25 - $424.87 $79.2K - $96.9K
11.3K $4.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.56K
- 30.7%
$50.39 - $50.66 $331K - $332K
14.8K $749K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-51
- 0.72%
$360.07 - $417.26 $18.4K - $21.3K
7.03K $2.54M
DELL
Dell Technologies Inc.

Technology
-541
- 5.34%
$90.34 - $124.66 $48.9K - $67.4K
9.58K $873K
ITM
Vaneck Intermediate Muni ETF

ETFs
-5.79K
- 17.27%
$45.21 - $46.67 $262K - $270K
27.8K $1.26M
BAC
Bank Of America Corp

Financial Services
-2.27K
- 2.67%
$39.61 - $47.74 $89.9K - $108K
82.6K $3.45M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-12.1K
- 39.32%
$23.24 - $26.16 $282K - $318K
18.7K $478K
AMD
Advanced Micro Devices Inc

Technology
-1.22K
- 19.07%
$96.63 - $129.55 $118K - $158K
5.17K $531K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-138
- 0.2%
$64.88 - $72.1 $8.95K - $9.95K
69K $4.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.19K
- 4.82%
$25.58 - $29.24 $81.5K - $93.2K
62.9K $1.65M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-88
- 4.67%
$111.56 - $223.11 $9.82K - $19.6K
1.8K $200K
EBC
Eastern Bankshares, Inc.

Financial Services
-5.55K
- 5.56%
$15.29 - $19.15 $84.9K - $106K
94.3K $1.55M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.03K
- 7.25%
$49.25 - $50.66 $149K - $154K
38.8K $1.93M
HON
Honeywell International Inc

Industrials
-159
- 1.83%
$202.75 - $226.52 $32.2K - $36K
8.54K $1.81M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-5.41K
- 8.01%
$16.48 - $19.07 $89.1K - $103K
62.1K $1.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.11K
- 10.61%
$77.7 - $78.94 $164K - $166K
17.7K $1.4M
XLK
Technology Sector Spdr

ETFs
-200
- 5.2%
$206.38 - $242.18 $41.3K - $48.4K
3.65K $753K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.31K
- 4.54%
$94.84 - $105.31 $124K - $138K
27.5K $2.66M
BX
Blackstone Inc.

Financial Services
-235
- 7.39%
$136.53 - $186.74 $32.1K - $43.9K
2.94K $411K
GS
Goldman Sachs Group Inc

Financial Services
-185
- 19.01%
$524.81 - $672.19 $97.1K - $124K
788 $430K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.03K
- 13.23%
$23.16 - $27.04 $70.3K - $82K
19.9K $466K
VEA
Vanguard Ftse Developed Market

ETFs
-3.86K
- 16.64%
$47.4 - $52.99 $183K - $204K
19.3K $982K
BSX
Boston Scientific Corp

Healthcare
-1.93K
- 32.36%
$89.38 - $106.18 $172K - $205K
4.03K $406K
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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