Beaumont Financial Advisors, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$1.3B
Holdings
368
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (368 positions)
| Stock | Value |
|---|---|
ICEINTERCONTINENTAL EXCHANGE INC COM | $605K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $594K |
GEGE AEROSPACE COM NEW | $580K |
PHPARKER-HANNIFIN CORP COM | $577K |
ADBEADOBE INC COM | $564K |
MGKVANGUARD MEGA CAP GROWTH ETF | $562K |
RDDTREDDIT INC CL A | $558K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $552K |
JPIEJPMORGAN INCOME ETF | $537K |
AMDADVANCED MICRO DEVICES INC COM | $531K |
ITWILLINOIS TOOL WKS INC COM | $530K |
CMECME GROUP INC COM | $507K |
SGOLABRDN PHYSICAL GOLD SHARES ETF | $507K |
AMLPALERIAN MLP ETF | $502K |
XLEENERGY SELECT SECTOR SPDR FUND | $500K |
EPDENTERPRISE PRODS PARTNERS L P COM | $498K |
FDXFEDEX CORP COM | $497K |
IUSVISHARES CORE S&P US VALUE ETF | $496K |
SOXXISHARES SEMICONDUCTOR ETF | $495K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $493K |
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $491K |
SEICSEI INVTS CO COM | $488K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $488K |
RVMDREVOLUTION MEDICINES INC COM | $485K |
CITHE CIGNA GROUP COM | $485K |
EXPDEXPEDITORS INTL WASH INC COM | $482K |
FENYFIDELITY MSCI ENERGY INDEX ETF | $478K |
CPRTCOPART INC COM | $472K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $467K |
SCHASCHWAB U.S. SMALL-CAP ETF | $466K |
SHWSHERWIN WILLIAMS CO COM | $464K |
INTCINTEL CORP COM | $464K |
CLCOLGATE PALMOLIVE CO COM | $457K |
ECLECOLAB INC COM | $457K |
PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF | $449K |
APDAIR PRODS & CHEMS INC COM | $442K |
SBUXSTARBUCKS CORP COM | $437K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $433K |
AXONAXON ENTERPRISE INC COM | $432K |
GSGOLDMAN SACHS GROUP INC COM | $430K |
STESTERIS PLC SHS USD | $419K |
IWBISHARES RUSSELL 1000 ETF | $419K |
CLIPGLOBAL X 1-3 MONTH T-BILL ETF | $417K |
AFLAFLAC INC COM | $413K |
IVWISHARES S&P 500 GROWTH ETF | $413K |
EIS*ISHARES MSCI ISRAEL ETF | $412K |
BXBLACKSTONE INC COM | $411K |
FTSLFIRST TRUST SENIOR LOAN FUND | $409K |
BSXBOSTON SCIENTIFIC CORP COM | $406K |
APHAMPHENOL CORP NEW CL A | $406K |
EZUISHARES MSCI EUROZONE ETF | $405K |
CHDCHURCH & DWIGHT CO INC COM | $402K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $401K |
TAT&T INC COM | $397K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $394K |
RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | $391K |
VOEVANGUARD MID-CAP VALUE ETF | $389K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $388K |
SHELSHELL PLC SPON ADS | $388K |
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | $385K |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $384K |
NFLXNETFLIX INC COM | $381K |
PAYXPAYCHEX INC COM | $370K |
INTUINTUIT COM | $365K |
NKENIKE INC CL B | $365K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $360K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $351K |
STZCONSTELLATION BRANDS INC CL A | $348K |
ETNEATON CORP PLC SHS | $346K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $345K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $343K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $341K |
ISRGINTUITIVE SURGICAL INC COM NEW | $335K |
PFEPFIZER INC COM | $329K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $324K |
URTHISHARES MSCI WORLD ETF | $323K |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $319K |
ALSALLSTATE CORP COM | $317K |
BACVERIZON COMMUNICATIONS INC COM | $314K |
RIOTRIOT PLATFORMS INC COM | $313K |
BDXBECTON DICKINSON & CO COM | $313K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $312K |
MCXMCCORMICK & CO INC COM NON VTG | $311K |
TRVCCITIGROUP INC COM NEW | $309K |
NSCNORFOLK SOUTHN CORP COM | $307K |
PYPLPAYPAL HLDGS INC COM | $305K |
STTSTATE STR CORP COM | $304K |
CEGCONSTELLATION ENERGY CORP COM | $301K |
NUAGNUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | $298K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $297K |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | $295K |
MOALTRIA GROUP INC COM | $295K |
MMM3M CO COM | $294K |
NOCNORTHROP GRUMMAN CORP COM | $293K |
PSXPHILLIPS 66 COM | $290K |
UBERUBER TECHNOLOGIES INC COM | $288K |
DWDMORGAN STANLEY COM NEW | $288K |
ESEVERSOURCE ENERGY COM | $288K |
XBISPDR S&P BIOTECH ETF | $284K |
IVEISHARES S&P 500 VALUE ETF | $284K |