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.
Stock Holdings Table
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