Beaumont Financial Advisors, LLC Q3 2024 Filing
Filed October 9, 2024
Portfolio Value
$1.3B
Holdings
349
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (349 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $66.5T |
MSFTMICROSOFT CORP COM | $57.0T |
IVVISHARES CORE S&P 500 ETF | $54.4T |
JGROJPMORGAN ACTIVE GROWTH ETF | $46.7T |
GOOGLALPHABET INC CAP STK CL A | $39.4T |
IJHISHARES CORE S&P MID-CAP ETF | $33.5T |
AMZNAMAZON COM INC COM | $30.5T |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $29.6T |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $28.6T |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $27.6T |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $26.7T |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $26.3T |
LOWLOWES COS INC COM | $24.6T |
VUGVANGUARD GROWTH ETF | $24.2T |
MCDMCDONALDS CORP COM | $23.8T |
IOOISHARES GLOBAL 100 ETF | $23.5T |
JOYTJPMORGAN EQUITY FOCUS ETF | $23.3T |
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $23.3T |
NVDANVIDIA CORPORATION COM | $22.9T |
VOOVANGUARD S&P 500 ETF | $21.2T |
METAMETA PLATFORMS INC CL A | $20.7T |
JNJJOHNSON & JOHNSON COM | $20.4T |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $20.4T |
VVISA INC COM CL A | $19.5T |
GBTCGRAYSCALE BITCOIN TRUST | $18.3T |
MEMMATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | $17.2T |
VTVANGUARD TOTAL WORLD STOCK ETF | $17.1T |
PEPPEPSICO INC COM | $15.7T |
COWZPACER US CASH COWS 100 ETF | $12.8T |
CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT | $12.6T |
SONYSONY GROUP CORP SPONSORED ADR | $12.6T |
BPBP PLC SPONSORED ADR | $12.1T |
DGROISHARES CORE DIVIDEND GROWTH ETF | $11.6T |
DKSDICKS SPORTING GOODS INC COM | $11.6T |
SAMTSTRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $11.2T |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $10.4T |
HDVISHARES CORE HIGH DIVIDEND ETF | $9.5T |
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF | $8.7T |
AQLTISHARES SELECT DIVIDEND ETF | $8.5T |
ABTABBOTT LABS COM | $8.4T |
CLOIVANECK CLO ETF | $7.5T |
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | $7.1T |
UTESVIRTUS REAVES UTILITIES ETF | $6.6T |
FRDMFREEDOM 100 EMERGING MARKETS ETF | $6.5T |
AVGOBROADCOM INC COM | $6.3T |
VTVVANGUARD VALUE ETF | $6.3T |
AEPAMERICAN ELEC PWR CO INC COM | $6.1T |
CVXCHEVRON CORP NEW COM | $5.8T |
GLDMSPDR GOLD MINISHARES TRUST | $5.7T |
LLYELI LILLY & CO COM | $5.1T |
SPYMSPDR PORTFOLIO S&P 500 ETF | $4.7T |
TJXTJX COS INC NEW COM | $4.6T |
COSTCOSTCO WHSL CORP NEW COM | $4.6T |
GOOGALPHABET INC CAP STK CL C | $4.6T |
HDHOME DEPOT INC COM | $4.6T |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4.5T |
JPMJPMORGAN CHASE & CO. COM | $4.3T |
GDGENERAL DYNAMICS CORP COM | $3.9T |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $3.8T |
PHYS/USPROTT PHYSICAL GOLD TR UNIT | $3.5T |
SCHXSCHWAB U.S. LARGE-CAP ETF | $3.5T |
BACBANK AMERICA CORP COM | $3.4T |
PGPROCTER AND GAMBLE CO COM | $3.3T |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $3.1T |
VTIVANGUARD TOTAL STOCK MARKET ETF | $3.0T |
TOSTTOAST INC CL A | $2.8T |
SPYSPDR S&P 500 ETF TRUST | $2.8T |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2.8T |
VVVANGUARD LARGE-CAP ETF | $2.8T |
FUTYFIDELITY MSCI UTILITIES INDEX ETF | $2.7T |
IJRISHARES CORE S&P SMALL CAP ETF | $2.7T |
IWFISHARES RUSSELL 1000 GROWTH ETF | $2.7T |
XOMEXXON MOBIL CORP COM | $2.6T |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $2.5T |
MRKMERCK & CO INC COM | $2.5T |
UNHUNITEDHEALTH GROUP INC COM | $2.5T |
NEENEXTERA ENERGY INC COM | $2.3T |
DISDISNEY WALT CO COM | $2.3T |
MUBISHARES NATIONAL MUNI BOND ETF | $2.3T |
AXPAMERICAN EXPRESS CO COM | $2.3T |
ABBVABBVIE INC COM | $2.2T |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $2.2T |
NDQINVESCO QQQ TRUST SERIES I | $2.2T |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $2.2T |
DEDEERE & CO COM | $2.1T |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.0T |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $2.0T |
IBMINTERNATIONAL BUSINESS MACHS COM | $2.0T |
KOCOCA COLA CO COM | $1.9T |
NVONOVO-NORDISK A S ADR | $1.9T |
ORCLORACLE CORP COM | $1.9T |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.9T |
VOVANGUARD MID-CAP ETF | $1.9T |
EBCEASTERN BANKSHARES INC COM | $1.8T |
SCHMSCHWAB U.S. MID-CAP ETF | $1.8T |
HONHONEYWELL INTL INC COM | $1.8T |
TDVGT. ROWE PRICE DIVIDEND GROWTH ETF | $1.8T |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $1.7T |
LRCXEURLAM RESEARCH CORP COM | $1.7T |
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF | $1.7T |
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