Beaumont Financial Partners, LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $1.04 Billion distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $175M, Apple Inc. with a value of $47.4M, Litman Gregory Fds Tr Imgp Dbi with a value of $43.5M, Microsoft Corp with a value of $34.3M, and Vanguard Index Fds S&P 500 ETF with a value of $29.9M.
Examining the 13F form we can see an decrease of $70.8M in the current position value, from $1.11B to 1.04B.
Below you can find more details about Beaumont Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $574 Million
Technology: $113 Million
Healthcare: $79.5 Million
Consumer Cyclical: $79.1 Million
Financial Services: $62.8 Million
Communication Services: $46.9 Million
Consumer Defensive: $26.7 Million
Industrials: $16 Million
Other: $24.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
