Beaumont Financial Partners, LLC Reduced Holdings in Q3 2022

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-317K
- 98.3%
$40.04 - $48.42 $12.7M - $15.4M
5.5K $225K
VGSH
Vanguard

ETFs
-198K
- 60.31%
$57.67 - $59.08 $11.4M - $11.7M
130K $7.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.3K
- 17.46%
$328.3 - $395.04 $6.33M - $7.62M
91.1K $29.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-58.9K
- 3.27%
$100.03 - $100.27 $5.89M - $5.9M
1.74M $175M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-82.3K
- 21.74%
$43.92 - $47.21 $3.61M - $3.89M
296K $13M
MSFT
Microsoft Corp

Technology
-251
- 0.17%
$232.9 - $293.47 $58.5K - $73.7K
147K $34.3M
SONY
Sony Group Corp

Technology
-4.98K
- 3.34%
$64.05 - $87.78 $319K - $437K
144K $9.23M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-150K
- 62.45%
$18.32 - $23.15 $2.74M - $3.47M
90.1K $1.79M
AMT
American Tower Corp

Real Estate
-274
- 0.44%
$213.72 - $281.52 $58.6K - $77.1K
61.3K $13.2M
JNJ
Johnson & Johnson

Healthcare
-1.91K
- 1.29%
$161.33 - $179.52 $308K - $343K
147K $23.9M
META
Meta Platforms, Inc.

Communication Services
-1.18K
- 2.12%
$134.4 - $183.17 $159K - $217K
54.6K $7.4M
NVDA
Nvidia Corp

Technology
-226
- 0.55%
$121.39 - $192.15 $27.4K - $43.4K
40.7K $4.94M
CHTR
Charter Communications, Inc.

Communication Services
-113
- 1.64%
$303.35 - $492.74 $34.3K - $55.7K
6.8K $2.06M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.03K
- 0.69%
$44.47 - $52.73 $90.4K - $107K
293K $13M
PKI
Perkinelmer Inc

Healthcare
-463
- 1.12%
$118.07 - $160.96 $54.7K - $74.5K
40.9K $4.93M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-26.2K
- 13.35%
$24.75 - $27.0 $649K - $708K
170K $4.25M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.09K
- 0.54%
$100.74 - $123.41 $110K - $135K
200K $20.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.71K
- 21.17%
$357.18 - $429.7 $612K - $736K
6.38K $2.28M
EDV
Vanguard Extended Duration Tre

ETFs
-2.79K
- 9.16%
$85.23 - $105.13 $237K - $293K
27.6K $2.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.04K
- 1.09%
$95.54 - $104.23 $99K - $108K
94.1K $9.06M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-8.72K
- 5.56%
$46.05 - $47.82 $401K - $417K
148K $6.83M
PEP
Pepsico Inc

Consumer Defensive
-991
- 0.95%
$163.26 - $180.4 $162K - $179K
104K $17M
MUB
Ishares National Muni Bond ETF

ETFs
-4.21K
- 18.96%
$102.55 - $108.59 $432K - $458K
18K $1.85M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-25.6K
- 20.01%
$12.0 - $15.01 $307K - $384K
102K $1.23M
PG
Procter & Gamble CO

Consumer Defensive
-1K
- 4.68%
$126.25 - $149.93 $127K - $150K
20.4K $2.58M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
-251
- 0.41%
N/A
61.5K $16.4M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-15.2K
- 17.66%
$20.22 - $22.1 $307K - $336K
70.9K $1.44M
GLD
Spdr Gold Trust

ETFs
-2.15K
- 48.55%
$151.23 - $168.32 $325K - $362K
2.28K $353K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.95K
- 47.22%
$98.86 - $99.36 $390K - $392K
4.41K $436K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-9.41K
- 31.35%
$24.62 - $29.39 $232K - $276K
20.6K $507K
HON
Honeywell International Inc

Industrials
-407
- 4.2%
$166.97 - $203.72 $68K - $82.9K
9.29K $1.55M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.15K
- 6.94%
$48.37 - $51.22 $201K - $213K
55.7K $2.7M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-2.02K
- 3.41%
$37.02 - $43.32 $74.7K - $87.4K
57.1K $2.11M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-9.17K
- 28.58%
$26.2 - $28.66 $240K - $263K
22.9K $601K
RTX
Raytheon Technologies Corp

Industrials
-447
- 3.0%
$81.0 - $97.02 $36.2K - $43.4K
14.5K $1.18M
VNQ
Vanguard Specialized Funds Van

ETFs
-213
- 1.04%
$79.28 - $102.13 $16.9K - $21.8K
20.2K $1.62M
CMCSA
Comcast Corp

Communication Services
-334
- 1.44%
$29.33 - $65.5 $9.8K - $21.9K
22.8K $668K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.65K
- 26.91%
$81.04 - $83.06 $215K - $220K
7.2K $585K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-6.4K
- 29.11%
$28.55 - $32.28 $183K - $207K
15.6K $450K
VZ
Verizon Communications Inc

Communication Services
-493
- 3.51%
$37.97 - $51.64 $18.7K - $25.5K
13.5K $514K
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.24%
$134.21 - $153.93 $3.22K - $3.69K
10.2K $1.37M
JPM
Jpmorgan Chase & CO

Financial Services
-306
- 1.62%
$20.73 - $120.58 $6.34K - $36.9K
18.5K $1.94M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.01K
- 3.47%
$57.83 - $67.03 $58.2K - $67.4K
28K $1.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.02K
- 5.95%
$55.54 - $66.76 $56.7K - $68.2K
16.1K $904K
BMY
Bristol Myers Squibb CO

Healthcare
-220
- 0.87%
$0.13 - $76.84 $28.6 - $16.9K
25.1K $1.78M
KMB
Kimberly Clark Corp

Consumer Defensive
-37
- 0.53%
$112.54 - $137.39 $4.16K - $5.08K
7K $788K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
-7.33K
- 7.11%
$20.86 - $21.0 $153K - $154K
95.7K $2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.98K
- 28.47%
$66.1 - $76.63 $131K - $152K
4.99K $330K
MA
Mastercard Inc

Financial Services
-6
- 0.12%
$284.34 - $359.95 $1.71K - $2.16K
5.03K $1.43M
Activity Summary
Buys All Purchases 124 New Holdings 24 Increased Positions 100 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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