Beaumont Financial Advisors, LLC Q4 2024 Filing

Filed January 17, 2025

Portfolio Value

$1.3B

Holdings

369

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (369 positions)

#StockSharesValue% PortfolioType
201
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
15,647$616.4B46244.58%
202
FASTFASTENAL CO COM
8,465$608.7B45671.88%
203
QLTAISHARES AAA-A RATED CORPORATE BOND ETF
12,863$601.9B45157.03%
204
RVMDREVOLUTION MEDICINES INC COM
13,738$600.9B45084.32%
205
PHPARKER-HANNIFIN CORP COM
939$597.2B44805.96%
206
SCHASCHWAB U.S. SMALL-CAP ETF
22,925$592.8B44481.01%
207
SOXXISHARES SEMICONDUCTOR ETF
2,733$589.0B44194.32%
208
ROPROPER TECHNOLOGIES INC COM
1,130$587.4B44074.72%
209
AMTAMERICAN TOWER CORP NEW COM
3,139$575.6B43190.80%
210
CLCOLGATE PALMOLIVE CO COM
6,192$562.9B42231.92%
211
GSGOLDMAN SACHS GROUP INC COM
973$557.2B41807.40%
212
BXBLACKSTONE INC COM
3,178$548.0B41118.41%
213
BSXBOSTON SCIENTIFIC CORP COM
5,954$531.8B39901.58%
214
IWBISHARES RUSSELL 1000 ETF
1,627$524.1B39321.37%
215
SEICSEI INVTS CO COM
6,292$519.0B38937.67%
216
IJJISHARES S&P MID-CAP 400 VALUE ETF
4,123$515.2B38656.01%
217
FDXFEDEX CORP COM
1,813$510.1B38270.66%
218
IUSVISHARES CORE S&P US VALUE ETF
5,385$498.6B37409.54%
219
ECLECOLAB INC COM
2,120$496.8B37271.56%
220
GEGE AEROSPACE COM NEW
2,957$493.2B37004.16%
221
VIGVANGUARD DIVIDEND APPRECIATION ETF
2,485$486.6B36512.26%
222
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
8,771$486.4B36490.80%
223
NKENIKE INC CL B
6,416$485.5B36426.35%
224
INTUINTUIT COM
767$482.1B36168.63%
225
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
15,654$477.1B35799.18%
226
CPRTCOPART INC COM
8,311$477.0B35786.73%
227
CMECME GROUP INC COM
2,029$471.2B35353.58%
228
INTCINTEL CORP COM
23,313$467.4B35070.79%
229
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
13,098$467.0B35035.23%
230
EPDENTERPRISE PRODS PARTNERS L P COM
14,612$458.2B34380.97%
231
ETNEATON CORP PLC SHS
1,368$454.2B34075.68%
232
FISVFISERV INC COM
2,210$454.0B34061.80%
233
IVWISHARES S&P 500 GROWTH ETF
4,452$452.0B33914.29%
234
QUALISHARES MSCI USA QUALITY FACTOR ETF
2,505$446.0B33463.43%
235
APDAIR PRODS & CHEMS INC COM
1,492$432.8B32471.84%
236
BDXBECTON DICKINSON & CO COM
1,895$429.9B32256.66%
237
EIS*ISHARES MSCI ISRAEL ETF
5,550$427.6B32084.77%
238
SGOLABRDN PHYSICAL GOLD SHARES ETF
17,025$426.5B31998.33%
239
SBUXSTARBUCKS CORP COM
4,672$426.4B31989.18%
240
ITWILLINOIS TOOL WKS INC COM
1,677$425.2B31904.09%
241
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
5,283$424.1B31816.76%
242
LINLINDE PLC SHS
1,011$423.1B31743.53%
243
STZCONSTELLATION BRANDS INC CL A
1,899$419.7B31488.36%
244
CITHE CIGNA GROUP COM
1,508$416.3B31236.33%
245
FTSLFIRST TRUST SENIOR LOAN FUND
8,960$414.3B31085.52%
246
PYPLPAYPAL HLDGS INC COM
4,847$413.7B31038.25%
247
CLIPGLOBAL X 1-3 MONTH T-BILL ETF
4,110$411.4B30864.78%
248
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
5,485$410.2B30774.75%
249
EPIWISDOMTREE INDIA EARNINGS FUND
8,971$406.1B30470.80%
250
PFEPFIZER INC COM
15,244$404.4B30343.25%
251
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
12,789$402.7B30216.38%
252
ASMLASML HOLDING N V N Y REGISTRY SHS
579$401.3B30108.86%
253
VOEVANGUARD MID-CAP VALUE ETF
2,459$397.8B29846.18%
254
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
8,546$389.9B29251.72%
255
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
4,030$384.7B28867.20%
256
MSIMOTOROLA SOLUTIONS INC COM NEW
828$382.7B28715.79%
257
DECKDECKERS OUTDOOR CORP COM
1,884$382.6B28707.98%
258
ICEINTERCONTINENTAL EXCHANGE INC COM
2,540$378.5B28397.58%
259
STESTERIS PLC SHS USD
1,840$378.2B28378.45%
260
MOALTRIA GROUP INC COM
7,230$378.0B28364.20%
261
USMVISHARES MSCI USA MIN VOL FACTOR ETF
4,253$377.6B28330.96%
262
AGGISHARES CORE U.S. AGGREGATE BOND ETF
3,787$367.0B27534.89%
263
EZUISHARES MSCI EUROZONE ETF
7,610$359.2B26950.04%
264
AFLAFLAC INC COM
3,440$355.8B26696.36%
265
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
10,382$354.3B26585.84%
266
ISRGINTUITIVE SURGICAL INC COM NEW
678$353.9B26552.16%
267
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
6,686$349.1B26196.07%
268
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
5,915$348.6B26153.15%
269
NFLXNETFLIX INC COM
391$348.5B26148.27%
270
PAYXPAYCHEX INC COM
2,466$345.8B25941.79%
271
ANETARISTA NETWORKS INC COM SHS
3,100$342.6B25708.37%
272
EXPDEXPEDITORS INTL WASH INC COM
3,087$341.9B25656.15%
273
IRMIRON MTN INC DEL COM
3,233$339.8B25496.64%
274
APHAMPHENOL CORP NEW CL A
4,868$338.1B25365.41%
275
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
4,697$335.5B25172.96%
276
STTSTATE STR CORP COM
3,382$331.9B24905.56%
277
CEGCONSTELLATION ENERGY CORP COM
1,481$331.3B24858.44%
278
SHELSHELL PLC SPON ADS
5,286$331.2B24846.81%
279
URTHISHARES MSCI WORLD ETF
2,110$328.1B24617.59%
280
XLUUTILITIES SELECT SECTOR SPDR FUND
4,334$328.0B24610.69%
281
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
1,866$326.9B24530.93%
282
SHWSHERWIN WILLIAMS CO COM
958$325.7B24436.62%
283
SKYYFIRST TRUST CLOUD COMPUTING ETF
2,701$321.7B24140.40%
284
XBISPDR S&P BIOTECH ETF
3,508$316.0B23705.98%
285
CHDCHURCH & DWIGHT CO INC COM
2,977$311.7B23389.21%
286
ARESARES MANAGEMENT CORPORATION CL A COM STK
1,755$310.7B23310.80%
287
DEODIAGEO PLC SPON ADR NEW
2,440$310.2B23271.64%
288
LENLENNAR CORP CL A
2,244$306.0B22960.64%
289
NSCNORFOLK SOUTHN CORP COM
1,294$303.7B22786.65%
290
SMHVANECK SEMICONDUCTOR ETF
1,253$303.4B22765.26%
291
ETHEGRAYSCALE ETHEREUM TRUST ETF
10,740$300.9B22579.04%
292
GEVGE VERNOVA INC COM
912$300.0B22507.68%
293
SCZISHARES MSCI EAFE SMALL-CAP ETF
4,917$298.7B22411.95%
294
TAT&T INC COM
12,953$294.9B22129.69%
295
MMM3M CO COM
2,281$294.5B22092.77%
296
NUAGNUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF
14,235$293.7B22037.02%
297
ALSALLSTATE CORP COM
1,519$292.9B21976.33%
298
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
6,180$292.1B21915.40%
299
MCXMCCORMICK & CO INC COM NON VTG
3,766$287.1B21542.50%
300
IVEISHARES S&P 500 VALUE ETF
1,494$285.2B21396.57%
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