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
LRCX
Lam Research Corp

Technology
-2
- 0.08%
$366.0 - $531.85 $732 - $1.06K
2.59K $949K
EEM
Ishares Msci Emerging Markets

ETFs
-59
- 0.2%
$34.88 - $41.05 $2.06K - $2.42K
29.3K $1.02M
FDN
First Tr Fd Dow Jones

ETFs
-852
- 1.55%
$125.09 - $155.93 $107K - $133K
54.2K $6.85M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-268
- 9.17%
$401.58 - $481.07 $108K - $129K
2.65K $1.07M
ADBE
Adobe Inc.

Technology
-7
- 0.47%
$275.2 - $451.02 $1.93K - $3.16K
1.49K $409K
MRK
Merck & Co., Inc.

Healthcare
-270
- 1.25%
$84.53 - $94.96 $22.8K - $25.6K
21.2K $1.83M
QCOM
Qualcomm Inc

Technology
-5
- 0.06%
$112.98 - $155.86 $565 - $779
8.55K $966K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-119
- 0.57%
$90.93 - $115.63 $10.8K - $13.8K
20.8K $1.89M
CME
Cme Group Inc.

Financial Services
-396
- 20.06%
$176.26 - $208.9 $69.8K - $82.7K
1.58K $280K
UNP
Union Pacific Corp

Industrials
-50
- 0.82%
$194.82 - $241.91 $9.74K - $12.1K
6.07K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-19
- 0.24%
$267.26 - $333.06 $5.08K - $6.33K
7.95K $2.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-909
- 6.18%
$36.49 - $42.54 $33.2K - $38.7K
13.8K $504K
SPGI
S&P Global Inc.

Financial Services
-37
- 1.21%
$305.35 - $393.2 $11.3K - $14.5K
3.02K $923K
FDX
Fedex Corp

Industrials
-4
- 0.3%
$142.9 - $238.22 $572 - $953
1.35K $200K
MMM
3 M CO

Industrials
-341
- 9.39%
$110.5 - $151.43 $37.7K - $51.6K
3.29K $364K
VMW
Vmware, Inc.

Technology
-630
- 12.8%
$106.46 - $122.64 $67.1K - $77.3K
4.29K $457K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.9K
- 2.88%
$20.36 - $20.88 $59.1K - $60.6K
98.1K $2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-36
- 1.84%
$507.19 - $604.49 $18.3K - $21.8K
1.92K $973K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.53K
- 8.3%
$29.16 - $29.99 $73.7K - $75.8K
27.9K $816K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.41K
- 8.56%
$40.06 - $42.94 $56.5K - $60.5K
15.1K $605K
MKC
Mccormick & CO Inc

Consumer Defensive
-486
- 11.95%
$71.27 - $92.58 $34.6K - $45K
3.58K $255K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-259
- 2.3%
$79.96 - $95.04 $20.7K - $24.6K
11K $879K
BLK
Black Rock Inc.

Financial Services
-41
- 4.05%
$550.28 - $757.07 $22.6K - $31K
971 $534K
UNH
Unitedhealth Group Inc

Healthcare
-75
- 1.63%
$501.24 - $549.95 $37.6K - $41.2K
4.52K $2.28M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-638
- 2.06%
$13.14 - $16.52 $8.38K - $10.5K
30.3K $407K
BDX
Becton Dickinson & CO

Healthcare
-30
- 1.2%
$51.03 - $264.23 $1.53K - $7.93K
2.48K $552K
UPS
United Parcel Service Inc

Industrials
-4
- 0.13%
$161.54 - $208.05 $646 - $832
3.1K $501K
BA
Boeing CO

Industrials
-269
- 13.19%
$121.08 - $172.08 $32.6K - $46.3K
1.77K $214K
ACN
Accenture PLC

Technology
-2
- 0.07%
$256.34 - $320.78 $513 - $642
2.95K $758K
CL
Colgate Palmolive CO

Consumer Defensive
-79
- 1.55%
$70.25 - $82.95 $5.55K - $6.55K
5.01K $352K
LMT
Lockheed Martin Corp

Industrials
-23
- 2.19%
$386.29 - $441.59 $8.88K - $10.2K
1.03K $397K
ELV
Elevance Health, Inc.

Healthcare
-52
- 4.72%
$445.98 - $507.0 $23.2K - $26.4K
1.05K $477K
SYY
Sysco Corp

Consumer Defensive
-4
- 0.11%
$70.71 - $88.23 $283 - $353
3.69K $261K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-59
- 0.98%
$127.28 - $152.39 $7.51K - $8.99K
5.99K $762K
XLK
Technology Sector Spdr

ETFs
-26
- 0.48%
$118.78 - $151.56 $3.09K - $3.94K
5.42K $644K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-641
- 9.02%
N/A
6.46K $294K
AXP
American Express CO

Financial Services
-75
- 0.85%
$134.91 - $165.84 $10.1K - $12.4K
8.77K $1.18M
LHX
L3 Harris Technologies, Inc.

Industrials
-22
- 1.94%
$207.83 - $243.97 $4.57K - $5.37K
1.11K $231K
PSLV
Sprott Physical Silver Trust

Financial Services
-5.25K
- 28.07%
$6.25 - $7.18 $32.8K - $37.7K
13.5K $89K
SO
Southern CO

Utilities
-55
- 0.54%
$68.0 - $80.16 $3.74K - $4.41K
10.2K $695K
BILL
Bill.Com Holdings, Inc.

Technology
-1K
- 23.28%
$113.69 - $177.31 $114K - $177K
3.3K $436K
RJA
Swedish Export Credit Corp

ETFs
-2.9K
- 8.05%
$8.6 - $9.53 $24.9K - $27.6K
33.1K $301K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-95
- 1.08%
$53.91 - $63.08 $5.12K - $5.99K
8.71K $470K
GVI
Ishares Tr

ETFs
-183
- 4.38%
$101.17 - $107.13 $18.5K - $19.6K
3.99K $406K
VCIT
Vanguard Intermediate Term Cor

ETFs
-234
- 6.6%
$74.85 - $82.96 $17.5K - $19.4K
3.31K $250K
IPGP
Ipg Photonics Corp

Technology
-5
- 0.15%
$84.17 - $107.66 $421 - $538
3.28K $277K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-151
- 0.54%
$17.16 - $19.59 $2.59K - $2.96K
27.9K $480K
PAYX
Paychex Inc

Industrials
-147
- 2.29%
$112.21 - $139.16 $16.5K - $20.5K
6.28K $705K
ALL
Allstate Corp

Financial Services
-142
- 4.27%
$21.7 - $132.08 $3.08K - $18.8K
3.18K $396K
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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