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)

StockValue
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
$281.2B
IWXISHARES RUSSELL TOP 200 VALUE ETF
$279.9B
EMREMERSON ELEC CO COM
$278.7B
ZTSZOETIS INC CL A
$273.1B
DWDMORGAN STANLEY COM NEW
$272.1B
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$269.0B
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$267.9B
ESEVERSOURCE ENERGY COM
$266.4B
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$266.1B
TRVCCITIGROUP INC COM NEW
$264.9B
HACKAMPLIFY CYBERSECURITY ETF
$263.8B
PSXPHILLIPS 66 COM
$263.5B
NOCNORTHROP GRUMMAN CORP COM
$262.8B
RNGRINGCENTRAL INC CL A
$261.9B
SRESEMPRA COM
$261.0B
SYYSYSCO CORP COM
$258.7B
MDYVSPDR S&P 400 MID CAP VALUE ETF
$255.8B
OKEONEOK INC NEW COM
$255.0B
BKNGBOOKING HOLDINGS INC COM
$253.4B
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$253.2B
FQALFQAL
$253.1B
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$253.1B
IPGPIPG PHOTONICS CORP COM
$248.3B
CCOCAMECO CORP COM
$246.6B
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF
$245.8B
DTECALPS DISRUPTIVE TECHNOLOGIES ETF
$243.4B
JCPBJPMORGAN CORE PLUS BOND ETF
$242.1B
TTDTHE TRADE DESK INC COM CL A
$241.9B
TRMBTRIMBLE INC COM
$240.6B
COKECOCA COLA CONS INC COM
$239.4B
STAGSTAG INDL INC COM
$236.7B
HTGCHERCULES CAPITAL INC COM
$234.8B
ARCCARES CAPITAL CORP COM
$233.6B
FLOTISHARES FLOATING RATE BOND ETF
$232.7B
BACVERIZON COMMUNICATIONS INC COM
$231.4B
LHXL3HARRIS TECHNOLOGIES INC COM
$228.9B
MCKMCKESSON CORP COM
$227.4B
VOOGVANGUARD S&P 500 GROWTH ETF
$223.7B
EMNEASTMAN CHEM CO COM
$223.3B
DYHTARGET CORP COM
$219.8B
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$219.8B
HSYHERSHEY CO COM
$219.2B
IWMISHARES RUSSELL 2000 ETF
$218.6B
CBTCABOT CORP COM
$217.2B
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$215.7B
PLDPROLOGIS INC. COM
$214.3B
AZNASTRAZENECA PLC SPONSORED ADR
$213.7B
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$212.2B
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$212.0B
VBRVANGUARD SMALL CAP VALUE ETF
$211.7B
KVUEKENVUE INC COM
$211.1B
SPHQINVESCO S&P 500 QUALITY ETF
$210.3B
GBDCGOLUB CAP BDC INC COM
$210.0B
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$208.1B
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$208.0B
WFCWELLS FARGO CO NEW COM
$207.8B
YUMYUM BRANDS INC COM
$206.9B
IYJISHARES U.S. INDUSTRIALS ETF
$204.8B
UBERUBER TECHNOLOGIES INC COM
$204.2B
BABOEING CO COM
$202.0B
PLNTPLANET FITNESS INC CL A
$201.7B
SCHWSCHWAB CHARLES CORP COM
$200.6B
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$200.3B
ARWRARROWHEAD PHARMACEUTICALS INC COM
$189.4B
PNNTPENNANTPARK INVT CORP COM
$167.5B
TRYBARINGS BDC INC COM
$148.7B
SOTKSONO TEK CORP COM
$147.1B
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM
$59.8B
DMLDENISON MINES CORP COM
$19.3B
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