Beaumont Financial Advisors, LLC
CIK: 0001957394SEC EDGAR →
Portfolio Value
$1.4M
Holdings
371
As of
Q4 2025
New Positions
371
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 261,269 | $71K | 5.22% |
| 2 | ALPHABET INC CAP STK CL A | 222,512 | $70K | 5.11% |
| 3 | MICROSOFT CORP COM | 108,352 | $52K | 3.85% |
| 4 | ISHARES 0-3 MONTH TREASURY BOND ETF | 480,286 | $48K | 3.54% |
| 5 | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 1,031,272 | $40K | 2.92% |
| 6 | JPMORGAN EQUITY FOCUS ETF | 513,115 | $38K | 2.81% |
| 7 | NVIDIA CORPORATION COM | 205,479 | $38K | 2.81% |
| 8 | ISHARES CORE S&P MID-CAP ETF | 561,189 | $37K | 2.72% |
| 9 | AMAZON COM INC COM | 154,701 | $36K | 2.62% |
| 10 | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 246,098 | $35K | 2.55% |
Quarterly Changes
New Positions (371)
$71K · 261K shares
$70K · 223K shares
$52K · 108K shares
$48K · 480K shares
$40K · 1.0M shares
$38K · 513K shares
$38K · 205K shares
$37K · 561K shares
$36K · 155K shares
$35K · 246K shares
$34K · 448K shares
$34K · 533K shares
$33K · 356K shares
$28K · 58K shares
$27K · 587K shares
$24K · 118K shares
$23K · 931K shares
$23K · 74K shares
$22K · 63K shares
$22K · 89K shares
$21K · 690K shares
$21K · 227K shares
$20K · 526K shares
$19K · 271K shares
$16K · 79K shares
$15K · 821K shares
$14K · 99K shares
$14K · 275K shares
$14K · 199K shares
$14K · 268K shares
$13K · 771K shares
$13K · 496K shares
$12K · 46K shares
$11K · 206K shares
$9K · 75K shares
$9K · 29K shares
$8K · 81K shares
$8K · 96K shares
$8K · 57K shares
$8K · 316K shares
$8K · 205K shares
$7K · 276K shares
$7K · 60K shares
$7K · 193K shares
$6K · 33K shares
$6K · 183K shares
$6K · 32K shares
$5K · 91K shares
$5K · 17K shares
$5K · 24K shares
$5K · 33K shares
$5K · 62K shares
$5K · 14K shares
$4K · 73K shares
$4K · 145K shares
$4K · 12K shares
$4K · 82K shares
$4K · 99K shares
$4K · 12K shares
$4K · 31K shares
$4K · 21K shares
$4K · 23K shares
$3K · 10K shares
$3K · 21K shares
$3K · 135K shares
$3K · 91K shares
$3K · 7K shares
$3K · 8K shares
$3K · 24K shares
$3K · 52K shares
$3K · 35K shares
$3K · 38K shares
$3K · 18K shares
$2K · 45K shares
$2K · 8K shares
$2K · 94K shares
$2K · 7K shares
$2K · 72K shares
$2K · 7K shares
$2K · 65K shares
$2K · 40K shares
$2K · 8K shares
$2K · 5K shares
$2K · 18K shares
$2K · 11K shares
$2K · 13K shares
$2K · 8K shares
$2K · 42K shares
$2K · 19K shares
$2K · 44K shares
$2K · 26K shares
$2K · 25K shares
$2K · 8K shares
$2K · 40K shares
$2K · 25K shares
$2K · 36K shares
$2K · 60K shares
$2K · 4K shares
$2K · 25K shares
$2K · 70K shares
$2K · 93K shares
$2K · 9K shares
$2K · 14K shares
$2K · 7K shares
$2K · 15K shares
$2K · 32K shares
$2K · 27K shares
$2K · 15K shares
$2K · 15K shares
$2K · 7K shares
$2K · 21K shares
$2K · 10K shares
$2K · 30K shares
$1K · 18K shares
$1K · 12K shares
$1K · 28K shares
$1K · 75K shares
$1K · 74K shares
$1K · 18K shares
$1K · 53K shares
$1K · 8K shares
$1K · 4K shares
$1K · 3K shares
$1K · 9K shares
$1K · 53K shares
$1K · 4K shares
$1K · 4K shares
$1K · 30K shares
$1K · 22K shares
$1K · 26K shares
$1K · 6K shares
$1K · 27K shares
$1K · 14K shares
$1K · 33K shares
$1K · 6K shares
$1K · 26K shares
$1K · 13K shares
$1K · 19K shares
$1K · 9K shares
$1K · 9K shares
$1K · 32K shares
$1K · 3K shares
$1K · 16K shares
$1K · 7K shares
$1K · 4K shares
$1K · 9K shares
$1K · 5K shares
$1K · 8K shares
$1K · 16K shares
$1K · 4K shares
$1K · 4K shares
$947 · 7K shares
$938 · 17K shares
$930 · 2K shares
$926 · 31K shares
$915 · 5K shares
$908 · 33K shares
$841 · 958 shares
$840 · 11K shares
$838 · 11K shares
$837 · 11K shares
$816 · 20K shares
$814 · 3K shares
$812 · 5K shares
$801 · 17K shares
$794 · 2K shares
$786 · 8K shares
$785 · 3K shares
$783 · 4K shares
$778 · 3K shares
$777 · 3K shares
$776 · 17K shares
$771 · 15K shares
$759 · 2K shares
$757 · 9K shares
$754 · 1 shares
$745 · 2K shares
$736 · 3K shares
$724 · 4K shares
$717 · 2K shares
$713 · 7K shares
$706 · 7K shares
$705 · 8K shares
$696 · 2K shares
$693 · 27K shares
$692 · 3K shares
$690 · 5K shares
$689 · 10K shares
$689 · 50K shares
$677 · 1K shares
$664 · 16K shares
$658 · 616 shares
$651 · 18K shares
$645 · 9K shares
$634 · 5K shares
$633 · 12K shares
$617 · 4K shares
$617 · 13K shares
$614 · 13K shares
$610 · 6K shares
$589 · 3K shares
$578 · 874 shares
$576 · 2K shares
$574 · 5K shares
$558 · 635 shares
$552 · 5K shares
$550 · 3K shares
$550 · 8K shares
$548 · 19K shares
$548 · 4K shares
$536 · 4K shares
$530 · 5K shares
$527 · 1K shares
$527 · 3K shares
$527 · 4K shares
$527 · 18K shares
$516 · 6K shares
$499 · 3K shares
$497 · 13K shares
$497 · 1K shares
$496 · 5K shares
$493 · 6K shares
$490 · 9K shares
$484 · 27K shares
$477 · 730 shares
$472 · 7K shares
$460 · 4K shares
$459 · 2K shares
$454 · 3K shares
$448 · 2K shares
$448 · 12K shares
$446 · 2K shares
$444 · 2K shares
$436 · 6K shares
$433 · 5K shares
$433 · 15K shares
$429 · 5K shares
$423 · 1K shares
$423 · 2K shares
$420 · 986 shares
$419 · 4K shares
$415 · 4K shares
$414 · 6K shares
$412 · 6K shares
$410 · 2K shares
$405 · 6K shares
$392 · 3K shares
$391 · 1K shares
$391 · 4K shares
$390 · 31K shares
$390 · 1K shares
$388 · 5K shares
$386 · 5K shares
$384 · 2K shares
$379 · 3K shares
$376 · 15K shares
$372 · 2K shares
$371 · 4K shares
$371 · 4K shares
$368 · 650 shares
$363 · 2K shares
$356 · 9K shares
$353 · 14K shares
$352 · 4K shares
$351 · 3K shares
$347 · 424 shares
$346 · 4K shares
$344 · 4K shares
$343 · 2K shares
$338 · 4K shares
$334 · 1K shares
$329 · 5K shares
$328 · 576 shares
$316 · 1K shares
$312 · 1K shares
$311 · 2K shares
$311 · 2K shares
$311 · 3K shares
$309 · 289 shares
$306 · 4K shares
$304 · 3K shares
$302 · 1K shares
$301 · 1K shares
$300 · 6K shares
$300 · 7K shares
$296 · 4K shares
$293 · 3K shares
$292 · 2K shares
$290 · 3K shares
$288 · 824 shares
$287 · 4K shares
$287 · 1K shares
$283 · 2K shares
$279 · 2K shares
$278 · 52 shares
$276 · 5K shares
$274 · 997 shares
$273 · 6K shares
$271 · 611 shares
$271 · 6K shares
$270 · 3K shares
$270 · 3K shares
$269 · 14K shares
$267 · 6K shares
$263 · 1K shares
$262 · 2K shares
$260 · 5K shares
$260 · 3K shares
$260 · 3K shares
$253 · 2K shares
$252 · 6K shares
$249 · 12K shares
$248 · 5K shares
$248 · 1K shares
$245 · 12K shares
$244 · 3K shares
$243 · 6K shares
$241 · 13K shares
$241 · 4K shares
$239 · 5K shares
$236 · 4K shares
$235 · 868 shares
$234 · 9K shares
$234 · 3K shares
$233 · 138 shares
$233 · 947 shares
$231 · 2K shares
$230 · 68 shares
$228 · 2K shares
$227 · 2K shares
$225 · 1K shares
$223 · 2K shares
$223 · 16K shares
$223 · 2K shares
$221 · 803 shares
$220 · 5K shares
$220 · 486 shares
$218 · 3K shares
$215 · 4K shares
$210 · 17K shares
$208 · 310 shares
$208 · 832 shares
$207 · 5K shares
$205 · 2K shares
$204 · 5K shares
$202 · 8K shares
$202 · 8K shares
$202 · 21K shares
$201 · 2K shares
$201 · 1K shares
$177 · 10K shares
$162 · 27K shares
$161 · 18K shares
$151 · 37K shares
$135 · 11K shares
$78 · 21K shares
$62 · 91K shares
$61 · 11K shares
$28 · 57K shares
$28 · 11K shares
$26 · 41K shares
$19 · 31K shares
$7 · 12K shares
$5 · 5K shares
$3 · 5K shares
$2 · 4K shares
$2 · 3K shares
$2 · 4K shares
$1 · 2K shares
$1 · 2K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 201 | $691K | 50.7% |
| Technology | 46 | $230K | 16.9% |
| Unknown | 25 | $138K | 10.1% |
| Consumer Cyclical | 12 | $106K | 7.8% |
| Communication Services | 10 | $84K | 6.2% |
| Healthcare | 19 | $39K | 2.9% |
| Industrials | 26 | $27K | 2.0% |
| Consumer Defensive | 10 | $23K | 1.7% |
| Utilities | 9 | $13K | 0.9% |
| Energy | 5 | $10K | 0.7% |
| Basic Materials | 5 | $2K | 0.1% |
| Real Estate | 3 | $986 | 0.1% |