Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.13 Billion
  • Q1 2025

Beaumont Financial Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 368 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6M, Ishares Core S&P 500 ETF with a value of $52.5M, Microsoft Corp with a value of $50.2M, Alphabet Inc. with a value of $36.8M, and Ishares Core S&P Mid Cap ETF with a value of $33.9M.

Examining the 13F form we can see an decrease of $1.68M in the current position value, from $1.14B to 1.13B.

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 $1.13 Billion
ETFs: $536 Million
Technology: $161 Million
Financial Services: $107 Million
Consumer Cyclical: $105 Million
Communication Services: $66.2 Million
Healthcare: $45.2 Million
Consumer Defensive: $34 Million
Industrials: $27.5 Million
Other: $34.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.11T
$4.42 Million 0.39% of portfolio
28,286
Q1 2025 Added 3.93%
$0
$4.17 Million 0.37% of portfolio
173,114
Q1 2025 Added 1.12%
$379B
$4.14 Million 0.36% of portfolio
11,284
Q1 2025 Reduced 1.98%
$760B
$3.76 Million 0.33% of portfolio
4,553
Q1 2025 Reduced 18.08%
$280B
$3.41 Million 0.3% of portfolio
21,476
Q1 2025 Added 9.91%
$378B
$3.45 Million 0.3% of portfolio
82,636
Q1 2025 Reduced 2.67%
$0
$3.26 Million 0.29% of portfolio
11,855
Q1 2025 Added 1.98%
$0
$3.33 Million 0.29% of portfolio
31,850
Q1 2025 Reduced 7.57%
$364B
$3.32 Million 0.29% of portfolio
19,507
Q1 2025 Reduced 0.01%
$83.7B
$3.25 Million 0.29% of portfolio
11,918
Q1 2025 Reduced 3.87%
$0
$3.15 Million 0.28% of portfolio
142,598
Q4 2024 Added 179.59%
$0
$2.99 Million 0.26% of portfolio
58,725
Q1 2025 Reduced 3.46%
$0
$2.9 Million 0.26% of portfolio
5,191
Q1 2025 Added 6.5%
$0
$2.98 Million 0.26% of portfolio
52,083
Q1 2025 Added 0.37%
$0
$2.79 Million 0.25% of portfolio
10,862
Q1 2025 Added 3.23%
$231B
$2.73 Million 0.24% of portfolio
20,567
Q1 2025 Reduced 72.02%
$0
$2.76 Million 0.24% of portfolio
17,094
Q1 2025 Reduced 35.6%
$0
$2.66 Million 0.23% of portfolio
27,533
Q1 2025 Reduced 4.54%
$0
$2.54 Million 0.22% of portfolio
7,029
Q1 2025 Reduced 0.72%
$147B
$2.35 Million 0.21% of portfolio
33,089
Q1 2025 Added 23.2%
$339B
$2.32 Million 0.2% of portfolio
11,074
Q1 2025 Added 3.47%
$240B
$2.32 Million 0.2% of portfolio
8,632
Q1 2025 Added 0.33%
$0
$2.31 Million 0.2% of portfolio
39,440
Q1 2025 Reduced 16.17%
$153B
$2.26 Million 0.2% of portfolio
4,811
Q1 2025 Reduced 5.52%
$254B
$2.3 Million 0.2% of portfolio
9,253
Q1 2025 Added 0.31%
$14.4B
$2.16 Million 0.19% of portfolio
65,016
Q1 2025 Added 0.02%
$281B
$2.11 Million 0.19% of portfolio
4,031
Q1 2025 Reduced 2.3%
$0
$1.97 Million 0.17% of portfolio
91,668
Q1 2025 Reduced 1.08%
$0
$1.98 Million 0.17% of portfolio
18,796
Q1 2025 Reduced 16.52%
$0
$1.88 Million 0.17% of portfolio
27,462
Q1 2025 Added 732.18%
$0
$1.91 Million 0.17% of portfolio
37,389
Q1 2025 Reduced 3.87%
$219B
$1.96 Million 0.17% of portfolio
19,810
Q1 2025 Reduced 7.6%
$0
$1.89 Million 0.17% of portfolio
40,091
Q1 2025 Reduced 4.41%
$0
$1.89 Million 0.17% of portfolio
9,578
Q1 2025 Added 13.5%
$0
$1.93 Million 0.17% of portfolio
38,843
Q1 2025 Reduced 7.25%
$212B
$1.88 Million 0.17% of portfolio
20,892
Q1 2025 Reduced 8.85%
$0
$1.9 Million 0.17% of portfolio
24,941
Q1 2025 Reduced 0.52%
$0
$1.77 Million 0.16% of portfolio
43,932
Q1 2025 Added 0.01%
$160B
$1.81 Million 0.16% of portfolio
8,537
Q1 2025 Reduced 1.83%
$527B
$1.77 Million 0.16% of portfolio
3,233
Q1 2025 Added 8.34%
$0
$1.87 Million 0.16% of portfolio
25,418
Q1 2025 Added 0.5%
$0
$1.81 Million 0.16% of portfolio
72,120
Q1 2025 Reduced 6.64%
$0
$1.77 Million 0.16% of portfolio
3,766
Q1 2025 Reduced 12.26%
$0
$1.66 Million 0.15% of portfolio
24,224
Q1 2025 Added 1.62%
$0
$1.69 Million 0.15% of portfolio
61,425
Q1 2025 Reduced 2.03%
$0
$1.69 Million 0.15% of portfolio
34,049
Q1 2025 Reduced 6.49%
$0
$1.72 Million 0.15% of portfolio
24,803
Q1 2025 Added 0.26%
$300B
$1.7 Million 0.15% of portfolio
23,751
Q1 2025 Added 3.03%
$0
$1.65 Million 0.15% of portfolio
62,850
Q1 2025 Reduced 4.82%

Summary

  • Portfolio
  • No. of Stocks 368
  • Current Value $1.13 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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