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)

StockValue
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
$280K
MCKMCKESSON CORP COM
$276K
IRMIRON MTN INC DEL COM
$276K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$276K
GEVGE VERNOVA INC COM
$271K
IWXISHARES RUSSELL TOP 200 VALUE ETF
$268K
HACKAMPLIFY CYBERSECURITY ETF
$267K
AZNASTRAZENECA PLC SPONSORED ADR
$266K
DEODIAGEO PLC SPON ADR NEW
$265K
SMHVANECK SEMICONDUCTOR ETF
$264K
LENLENNAR CORP CL A
$260K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$258K
COKECOCA COLA CONS INC COM
$256K
FQALFQAL
$254K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$253K
STAGSTAG INDL INC COM
$253K
OKEONEOK INC NEW COM
$253K
SYYSYSCO CORP COM
$250K
EMREMERSON ELEC CO COM
$250K
LINLINDE PLC SHS
$246K
MDYVSPDR S&P 400 MID CAP VALUE ETF
$245K
YUMYUM BRANDS INC COM
$245K
KVUEKENVUE INC COM
$243K
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$242K
ARCCARES CAPITAL CORP COM
$239K
VRTXVERTEX PHARMACEUTICALS INC COM
$238K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$238K
ANETARISTA NETWORKS INC COM SHS
$234K
DTECALPS DISRUPTIVE TECHNOLOGIES ETF
$233K
GILDGILEAD SCIENCES INC COM
$233K
PLDPROLOGIS INC. COM
$233K
BABOEING CO COM
$232K
BKNGBOOKING HOLDINGS INC COM
$230K
DUKDUKE ENERGY CORP NEW COM NEW
$229K
HTGCHERCULES CAPITAL INC COM
$229K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$226K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$226K
WFCWELLS FARGO CO NEW COM
$224K
ISCFISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
$224K
TRMBTRIMBLE INC COM
$223K
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
$222K
LHXL3HARRIS TECHNOLOGIES INC COM
$222K
HSYHERSHEY CO COM
$220K
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF
$219K
IWMISHARES RUSSELL 2000 ETF
$217K
SCHWSCHWAB CHARLES CORP COM
$215K
EMNEASTMAN CHEM CO COM
$215K
TPLTEXAS PACIFIC LAND CORPORATION COM
$215K
GBDCGOLUB CAP BDC INC COM
$213K
SRESEMPRA COM
$212K
MLPAGLOBAL X MLP ETF
$212K
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$211K
SPHQINVESCO S&P 500 QUALITY ETF
$211K
IAU*ISHARES GOLD TRUST
$207K
IPGPIPG PHOTONICS CORP COM
$206K
VOOGVANGUARD S&P 500 GROWTH ETF
$204K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$201K
AQLTISHARES CORE MSCI EAFE ETF
$200K
DECKDECKERS OUTDOOR CORP COM
$200K
PNNTPENNANTPARK INVT CORP COM
$171K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$161K
TRYBARINGS BDC INC COM
$153K
OBDCBLUE OWL CAPITAL CORPORATION COM
$146K
SOTKSONO TEK CORP COM
$133K
ARWRARROWHEAD PHARMACEUTICALS INC COM
$128K
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM
$70K
ETHUUSD2X ETHER ETF
$22K
DMLDENISON MINES CORP COM
$13K
PreviousPage 4 of 4