Beaumont Financial Partners, LLC Portfolio Holdings
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 302
- Current Value $1.04 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q3 2022
- Filing Date November 14, 2022
- Form Type 13F-HR
- Activity in Q3 2022
- New Purchases 24 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks