Beaumont Financial Advisors, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$1.4B
Holdings
378
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (378 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FICOFAIR ISAAC CORP COM | 335 | $612K | 0.04% | |
| 202 | NFLXNETFLIX INC COM | 450 | $602K | 0.04% | |
| 203 | SOXXISHARES SEMICONDUCTOR ETF | 2,495 | $595K | 0.04% | |
| 204 | EWJISHARES MSCI JAPAN ETF | 7,904 | $592K | 0.04% | |
| 205 | ADBEADOBE INC COM | 1,486 | $574K | 0.04% | |
| 206 | SEICSEI INVTS CO COM | 6,292 | $565K | 0.04% | |
| 207 | ICEINTERCONTINENTAL EXCHANGE INC COM | 3,080 | $565K | 0.04% | |
| 208 | GSGOLDMAN SACHS GROUP INC COM | 786 | $556K | 0.04% | |
| 209 | ITWILLINOIS TOOL WKS INC COM | 2,242 | $554K | 0.04% | |
| 210 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 3,678 | $553K | 0.04% | |
| 211 | JPIEJPMORGAN INCOME ETF | 11,665 | $540K | 0.04% | |
| 212 | CMECME GROUP INC COM | 1,952 | $538K | 0.04% | |
| 213 | EIS*ISHARES MSCI ISRAEL ETF | 5,550 | $526K | 0.04% | |
| 214 | FISVFISERV INC COM | 3,023 | $521K | 0.04% | |
| 215 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 2,516 | $514K | 0.04% | |
| 216 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 16,175 | $510K | 0.04% | |
| 217 | IUSVISHARES CORE S&P US VALUE ETF | 5,385 | $509K | 0.04% | |
| 218 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 4,123 | $509K | 0.04% | |
| 219 | RVMDREVOLUTION MEDICINES INC COM | 13,724 | $504K | 0.04% | |
| 220 | RIOTRIOT PLATFORMS INC COM | 44,116 | $498K | 0.04% | |
| 221 | IVWISHARES S&P 500 GROWTH ETF | 4,510 | $496K | 0.04% | |
| 222 | CITHE CIGNA GROUP COM | 1,494 | $493K | 0.04% | |
| 223 | BMYBRISTOL-MYERS SQUIBB CO COM | 10,657 | $493K | 0.04% | |
| 224 | EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 13,123 | $492K | 0.04% | |
| 225 | SHWSHERWIN WILLIAMS CO COM | 1,434 | $492K | 0.04% | |
| 226 | AMLPALERIAN MLP ETF | 10,026 | $489K | 0.04% | |
| 227 | CEGCONSTELLATION ENERGY CORP COM | 1,514 | $488K | 0.04% | |
| 228 | CHKPCHECK POINT SOFTWARE TECH LTD ORD | 2,202 | $487K | 0.04% | |
| 229 | SCHASCHWAB U.S. SMALL-CAP ETF | 18,718 | $473K | 0.03% | |
| 230 | ETNEATON CORP PLC SHS | 1,307 | $466K | 0.03% | |
| 231 | IWBISHARES RUSSELL 1000 ETF | 1,368 | $464K | 0.03% | |
| 232 | ASMLASML HOLDING N V N Y REGISTRY SHS | 576 | $461K | 0.03% | |
| 233 | PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF | 26,859 | $459K | 0.03% | |
| 234 | CRMSALESFORCE INC COM | 1,681 | $458K | 0.03% | |
| 235 | XLEENERGY SELECT SECTOR SPDR FUND | 5,331 | $452K | 0.03% | |
| 236 | EXPDEXPEDITORS INTL WASH INC COM | 3,916 | $447K | 0.03% | |
| 237 | STESTERIS PLC SHS USD | 1,857 | $446K | 0.03% | |
| 238 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 2,427 | $443K | 0.03% | |
| 239 | CLCOLGATE PALMOLIVE CO COM | 4,866 | $442K | 0.03% | |
| 240 | EZUISHARES MSCI EUROZONE ETF | 7,424 | $441K | 0.03% | |
| 241 | BXBLACKSTONE INC COM | 2,943 | $440K | 0.03% | |
| 242 | TAT&T INC COM | 15,146 | $438K | 0.03% | |
| 243 | APDAIR PRODS & CHEMS INC COM | 1,518 | $428K | 0.03% | |
| 244 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 5,126 | $425K | 0.03% | |
| 245 | CLIPGLOBAL X 1-3 MONTH T-BILL ETF | 4,198 | $421K | 0.03% | |
| 246 | FDXFEDEX CORP COM | 1,847 | $419K | 0.03% | |
| 247 | MSIMOTOROLA SOLUTIONS INC COM NEW | 989 | $415K | 0.03% | |
| 248 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 6,923 | $415K | 0.03% | |
| 249 | BSXBOSTON SCIENTIFIC CORP COM | 3,866 | $415K | 0.03% | |
| 250 | FENYFIDELITY MSCI ENERGY INDEX ETF | 17,577 | $412K | 0.03% | |
| 251 | FTSLFIRST TRUST SENIOR LOAN FUND | 8,960 | $411K | 0.03% | |
| 252 | CPRTCOPART INC COM | 8,357 | $410K | 0.03% | |
| 253 | NKENIKE INC CL B | 5,660 | $402K | 0.03% | |
| 254 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 4,854 | $402K | 0.03% | |
| 255 | SBUXSTARBUCKS CORP COM | 4,375 | $400K | 0.03% | |
| 256 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5,260 | $399K | 0.03% | |
| 257 | VOEVANGUARD MID-CAP VALUE ETF | 2,424 | $398K | 0.03% | |
| 258 | AFLAFLAC INC COM | 3,751 | $395K | 0.03% | |
| 259 | JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | 4,030 | $391K | 0.03% | |
| 260 | GEVGE VERNOVA INC COM | 735 | $388K | 0.03% | |
| 261 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 5,538 | $382K | 0.03% | |
| 262 | INTCINTEL CORP COM | 16,883 | $378K | 0.03% | |
| 263 | AZOAUTOZONE INC COM | 102 | $378K | 0.03% | |
| 264 | SHELSHELL PLC SPON ADS | 5,348 | $376K | 0.03% | |
| 265 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 9,284 | $372K | 0.03% | |
| 266 | CHDCHURCH & DWIGHT CO INC COM | 3,865 | $371K | 0.03% | |
| 267 | STTSTATE STR CORP COM | 3,382 | $359K | 0.03% | |
| 268 | URTHISHARES MSCI WORLD ETF | 2,110 | $357K | 0.03% | |
| 269 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 1,895 | $357K | 0.03% | |
| 270 | PLTRPALANTIR TECHNOLOGIES INC CL A | 2,609 | $355K | 0.03% | |
| 271 | PAYXPAYCHEX INC COM | 2,417 | $351K | 0.03% | |
| 272 | SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 4,697 | $351K | 0.03% | |
| 273 | ECLECOLAB INC COM | 1,297 | $349K | 0.03% | |
| 274 | ESEVERSOURCE ENERGY COM | 5,472 | $348K | 0.03% | |
| 275 | DWDMORGAN STANLEY COM NEW | 2,451 | $345K | 0.02% | |
| 276 | UBERUBER TECHNOLOGIES INC COM | 3,655 | $341K | 0.02% | |
| 277 | TRVCCITIGROUP INC COM NEW | 3,976 | $338K | 0.02% | |
| 278 | ISRGINTUITIVE SURGICAL INC COM NEW | 620 | $336K | 0.02% | |
| 279 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 3,574 | $335K | 0.02% | |
| 280 | SCZISHARES MSCI EAFE SMALL-CAP ETF | 4,567 | $331K | 0.02% | |
| 281 | SKYYFIRST TRUST CLOUD COMPUTING ETF | 2,701 | $328K | 0.02% | |
| 282 | ETHGRAYSCALE ETHEREUM MINI TRUST ETF | 13,823 | $327K | 0.02% | |
| 283 | PYPLPAYPAL HLDGS INC COM | 4,371 | $324K | 0.02% | |
| 284 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 1,761 | $320K | 0.02% | |
| 285 | STZCONSTELLATION BRANDS INC CL A | 1,935 | $314K | 0.02% | |
| 286 | SGDMSPROTT GOLD MINERS ETF | 6,916 | $312K | 0.02% | |
| 287 | ALSALLSTATE CORP COM | 1,540 | $310K | 0.02% | |
| 288 | MCKMCKESSON CORP COM | 424 | $310K | 0.02% | |
| 289 | EMREMERSON ELEC CO COM | 2,300 | $306K | 0.02% | |
| 290 | ALABASTERA LABS INC COM | 3,367 | $304K | 0.02% | |
| 291 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 1,755 | $303K | 0.02% | |
| 292 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 3,063 | $303K | 0.02% | |
| 293 | JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 6,180 | $300K | 0.02% | |
| 294 | MMM3M CO COM | 1,977 | $300K | 0.02% | |
| 295 | NUAGNUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | 14,235 | $299K | 0.02% | |
| 296 | BABOEING CO COM | 1,424 | $298K | 0.02% | |
| 297 | CCOCAMECO CORP COM | 4,026 | $298K | 0.02% | |
| 298 | NSCNORFOLK SOUTHN CORP COM | 1,161 | $297K | 0.02% | |
| 299 | ANETARISTA NETWORKS INC COM SHS | 2,911 | $297K | 0.02% | |
| 300 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1,311 | $296K | 0.02% |