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 Market Cap. of $10 Billions to $200 Billions
