Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025

Beaumont Financial Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.8M, Ishares Core S&P 500 ETF with a value of $60.3M, Apple Inc. with a value of $56.9M, Advisors Inn.Circle Fd Iii Str with a value of $45.5M, and Alphabet Inc. with a value of $41.5M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $1.13B to 1.14B.

Beaumont Financial Advisors, LLC is based out at Needham, DE

Below you can find more details about Beaumont Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Billion
ETFs: $483 Million
Technology: $189 Million
Financial Services: $108 Million
Consumer Cyclical: $107 Million
Communication Services: $77.8 Million
Healthcare: $40.4 Million
Consumer Defensive: $32.3 Million
Industrials: $28.5 Million
Other: $31 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$65.8 Million 5.75% of portfolio
132,275
Q2 2025 Reduced 1.03%
$3.45T
$56.9 Million 4.97% of portfolio
277,438
Q2 2025 Reduced 1.63%
$1.14T
$41.5 Million 3.63% of portfolio
235,680
Q2 2025 Reduced 1.08%
$2.32T
$35.7 Million 3.12% of portfolio
162,704
Q2 2025 Reduced 0.25%
$416B
$33.4 Million 2.92% of portfolio
211,527
Q2 2025 Reduced 4.08%
$622B
$28.5 Million 2.49% of portfolio
58,651
Q2 2025 Reduced 1.79%
$1.58T
$27.1 Million 2.36% of portfolio
36,682
Q2 2025 Reduced 0.28%
$65.2B
$24.3 Million 2.12% of portfolio
285,961
Q2 2025 Reduced 4.05%
$575B
$23 Million 2.01% of portfolio
64,681
Q2 2025 Reduced 6.04%
$220B
$22 Million 1.92% of portfolio
75,396
Q2 2025 Reduced 1.43%
$141B
$20.4 Million 1.78% of portfolio
91,802
Q2 2025 Added 0.32%
$439B
$19.2 Million 1.67% of portfolio
125,467
Q2 2025 Reduced 0.59%
$0
$17.6 Million 1.54% of portfolio
584,808
Q2 2025 Added 9.15%
$11.9B
$16.4 Million 1.44% of portfolio
83,147
Q2 2025 Added 2.06%
$201B
$13.9 Million 1.21% of portfolio
104,987
Q2 2025 Added 2.01%
$113B
$8.74 Million 0.76% of portfolio
31,718
Q2 2025 Added 13.29%
$56.6B
$6.11 Million 0.53% of portfolio
58,881
Q2 2025 Added 0.74%
$855B
$5.95 Million 0.52% of portfolio
20,511
Q2 2025 Reduced 1.47%
$47.5B
$5.5 Million 0.48% of portfolio
29,474
Q2 2025 Added 4.01%
$294B
$5.11 Million 0.45% of portfolio
35,675
Q2 2025 Reduced 6.99%
$145B
$5 Million 0.44% of portfolio
18,725
Q2 2025 Added 15.23%
$1.17T
$5.01 Million 0.44% of portfolio
28,259
Q2 2025 Reduced 0.1%
$417B
$5.08 Million 0.44% of portfolio
5,127
Q2 2025 Reduced 0.87%
$146B
$4.85 Million 0.42% of portfolio
39,252
Q2 2025 Added 1.92%
$0
$4.31 Million 0.38% of portfolio
170,064
Q2 2025 Reduced 1.76%
$383B
$3.95 Million 0.35% of portfolio
83,528
Q2 2025 Added 1.08%
$380B
$4.03 Million 0.35% of portfolio
10,979
Q2 2025 Reduced 2.7%
$256B
$3.74 Million 0.33% of portfolio
20,512
Q2 2025 Reduced 4.49%
$738B
$3.51 Million 0.31% of portfolio
4,497
Q2 2025 Reduced 1.23%
$81.7B
$3.15 Million 0.28% of portfolio
10,799
Q2 2025 Reduced 9.39%
$375B
$3.06 Million 0.27% of portfolio
19,233
Q2 2025 Reduced 1.4%
$15.4B
$2.88 Million 0.25% of portfolio
65,000
Q2 2025 Reduced 0.02%
$253B
$2.72 Million 0.24% of portfolio
9,224
Q2 2025 Reduced 0.31%
$227B
$2.75 Million 0.24% of portfolio
8,631
Q2 2025 Reduced 0.01%
$220B
$2.67 Million 0.23% of portfolio
19,648
Q2 2025 Reduced 4.47%
$452B
$2.53 Million 0.22% of portfolio
23,496
Q2 2025 Added 1.37%
$642B
$2.49 Million 0.22% of portfolio
11,389
Q2 2025 Reduced 2.52%
$152B
$2.42 Million 0.21% of portfolio
34,834
Q2 2025 Added 5.27%
$153B
$2.38 Million 0.21% of portfolio
4,689
Q2 2025 Reduced 2.54%
$533B
$2.13 Million 0.19% of portfolio
3,789
Q2 2025 Added 17.2%
$331B
$2.06 Million 0.18% of portfolio
11,109
Q2 2025 Added 0.32%
$221B
$1.94 Million 0.17% of portfolio
15,677
Q2 2025 Reduced 20.86%
$159B
$1.88 Million 0.16% of portfolio
8,077
Q2 2025 Reduced 5.39%
$301B
$1.69 Million 0.15% of portfolio
23,865
Q2 2025 Added 0.48%
$177B
$1.75 Million 0.15% of portfolio
11,002
Q2 2025 Added 2.8%
$260B
$1.62 Million 0.14% of portfolio
16,575
Q2 2025 Added 3.53%
$219B
$1.55 Million 0.14% of portfolio
10,635
Q2 2025 Reduced 5.34%
$207B
$1.6 Million 0.14% of portfolio
20,169
Q2 2025 Reduced 3.46%
$13.3B
$1.43 Million 0.13% of portfolio
5,185
Q3 2024 Reduced 16.17%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $1.14 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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