Beaumont Financial Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 349 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.5M, Microsoft Corp with a value of $57M, Ishares Core S&P 500 ETF with a value of $54.4M, Alphabet Inc. with a value of $39.4M, and Ishares Core S&P Mid Cap ETF with a value of $33.5M.
Examining the 13F form we can see an increase of $2.84M in the current position value, from $1.1B to 1.11B.
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
$1.11 Billion
ETFs: $508 Million
Technology: $186 Million
Consumer Cyclical: $103 Million
Financial Services: $88.1 Million
Communication Services: $68.6 Million
Healthcare: $53.3 Million
Consumer Defensive: $30.6 Million
Energy: $22.1 Million
Other: $33.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
