Beaumont Financial Advisors, LLC Q2 2024 Filing
Filed July 24, 2024
Portfolio Value
$1.3B
Holdings
365
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (365 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $61.3T |
MSFTMICROSOFT CORP COM | $60.3T |
IVVISHARES CORE S&P 500 ETF | $51.8T |
GOOGLALPHABET INC CAP STK CL A | $43.8T |
JGROJPMORGAN ACTIVE GROWTH ETF | $37.8T |
AMZNAMAZON COM INC COM | $32.5T |
IJHISHARES CORE S&P MID-CAP ETF | $32.2T |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $26.6T |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $26.3T |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $26.0T |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $25.0T |
NVDANVIDIA CORPORATION COM | $24.5T |
VUGVANGUARD GROWTH ETF | $23.8T |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $23.6T |
IOOISHARES GLOBAL 100 ETF | $23.1T |
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $22.0T |
LOWLOWES COS INC COM | $20.8T |
MCDMCDONALDS CORP COM | $20.3T |
VOOVANGUARD S&P 500 ETF | $20.2T |
METAMETA PLATFORMS INC CL A | $19.6T |
GBTCGRAYSCALE BITCOIN TRUST | $19.4T |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $19.2T |
VVISA INC COM CL A | $19.1T |
JNJJOHNSON & JOHNSON COM | $18.7T |
JOYTJPMORGAN EQUITY FOCUS ETF | $17.3T |
VTVANGUARD TOTAL WORLD STOCK ETF | $16.0T |
MEMMATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | $15.8T |
PEPPEPSICO INC COM | $15.5T |
BPBP PLC SPONSORED ADR | $14.7T |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $12.7T |
CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT | $12.4T |
DKSDICKS SPORTING GOODS INC COM | $12.1T |
COWZPACER US CASH COWS 100 ETF | $11.9T |
SONYSONY GROUP CORP SPONSORED ADR | $11.6T |
DGROISHARES CORE DIVIDEND GROWTH ETF | $10.6T |
SAMTSTRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $10.5T |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $10.2T |
HDVISHARES CORE HIGH DIVIDEND ETF | $8.9T |
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF | $8.8T |
AQLTISHARES SELECT DIVIDEND ETF | $7.8T |
ABTABBOTT LABS COM | $7.7T |
CLOIVANECK CLO ETF | $7.4T |
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | $6.9T |
FRDMFREEDOM 100 EMERGING MARKETS ETF | $6.2T |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $6.1T |
CVXCHEVRON CORP NEW COM | $5.9T |
VTVVANGUARD VALUE ETF | $5.9T |
AVGOBROADCOM INC COM | $5.9T |
UTESVIRTUS REAVES UTILITIES ETF | $5.3T |
AEPAMERICAN ELEC PWR CO INC COM | $5.2T |
LLYELI LILLY & CO COM | $5.0T |
GLDMSPDR GOLD MINISHARES TRUST | $5.0T |
GOOGALPHABET INC CAP STK CL C | $4.8T |
TJXTJX COS INC NEW COM | $4.7T |
SPYMSPDR PORTFOLIO S&P 500 ETF | $4.5T |
COSTCOSTCO WHSL CORP NEW COM | $4.3T |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4.3T |
JPMJPMORGAN CHASE & CO. COM | $4.1T |
HDHOME DEPOT INC COM | $3.9T |
GDGENERAL DYNAMICS CORP COM | $3.9T |
UPSUNITED PARCEL SERVICE INC CL B | $3.5T |
BACBANK AMERICA CORP COM | $3.4T |
SCHXSCHWAB U.S. LARGE-CAP ETF | $3.3T |
PGPROCTER AND GAMBLE CO COM | $3.2T |
PHYS/USPROTT PHYSICAL GOLD TR UNIT | $3.2T |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $3.1T |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $3.1T |
MRKMERCK & CO INC COM | $3.0T |
VVVANGUARD LARGE-CAP ETF | $2.7T |
TOSTTOAST INC CL A | $2.7T |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2.6T |
DISDISNEY WALT CO COM | $2.6T |
IWFISHARES RUSSELL 1000 GROWTH ETF | $2.6T |
XOMEXXON MOBIL CORP COM | $2.6T |
VTIVANGUARD TOTAL STOCK MARKET ETF | $2.5T |
IJRISHARES CORE S&P SMALL CAP ETF | $2.4T |
SPYSPDR S&P 500 ETF TRUST | $2.4T |
FUTYFIDELITY MSCI UTILITIES INDEX ETF | $2.4T |
MUBISHARES NATIONAL MUNI BOND ETF | $2.4T |
OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $2.4T |
NVONOVO-NORDISK A S ADR | $2.3T |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $2.3T |
LRCXEURLAM RESEARCH CORP COM | $2.2T |
UNHUNITEDHEALTH GROUP INC COM | $2.2T |
NEENEXTERA ENERGY INC COM | $2.1T |
AMTAMERICAN TOWER CORP NEW COM | $2.1T |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $2.1T |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $2.1T |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $2.1T |
NDQINVESCO QQQ TRUST SERIES I | $2.1T |
AXPAMERICAN EXPRESS CO COM | $2.0T |
HONHONEYWELL INTL INC COM | $2.0T |
DEDEERE & CO COM | $1.9T |
ABBVABBVIE INC COM | $1.9T |
JMUBJPMORGAN MUNICIPAL ETF | $1.8T |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.8T |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1.8T |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $1.8T |
SCHMSCHWAB U.S. MID-CAP ETF | $1.7T |
QCOMQUALCOMM INC COM | $1.7T |
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