Beaumont Financial Advisors, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$1.5B
Holdings
371
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (371 positions)
| Stock | Value |
|---|---|
JOYTJPMORGAN U.S. TECH LEADERS ETF | $290K |
ADBEADOBE INC COM | $288K |
SNOWSNOWFLAKE INC COM SHS | $287K |
ESEVERSOURCE ENERGY COM | $287K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $283K |
PSXPHILLIPS 66 COM | $279K |
BKNGBOOKING HOLDINGS INC COM | $278K |
MOALTRIA GROUP INC COM | $276K |
CITHE CIGNA GROUP COM | $274K |
UUNITY SOFTWARE INC COM | $273K |
VOOGVANGUARD S&P 500 GROWTH ETF | $271K |
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF | $271K |
UBERUBER TECHNOLOGIES INC COM | $270K |
SRESEMPRA COM | $270K |
POWVISTASHARES ELECTRIFICATION SUPERCYCLE ETF | $269K |
TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $267K |
DASHDOORDASH INC CL A | $263K |
AEMAGNICO EAGLE MINES LTD COM | $262K |
MDYVSTATE STREET SPDR S&P 400 MID CAP VALUE ETF | $260K |
DTECALPS DISRUPTIVE TECHNOLOGIES ETF | $260K |
HACKAMPLIFY CYBERSECURITY ETF | $260K |
PLDPROLOGIS INC. COM | $253K |
ISCFISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | $252K |
ARCCARES CAPITAL CORP COM | $249K |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $248K |
HWMHOWMET AEROSPACE INC COM | $248K |
NUAGNUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | $245K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $244K |
URAGLOBAL X URANIUM ETF | $243K |
HTGCHERCULES CAPITAL INC COM | $241K |
MCXMCCORMICK & CO INC COM NON VTG | $241K |
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF | $239K |
URNMSPROTT URANIUM MINERS ETF | $236K |
ADIANALOG DEVICES INC COM | $235K |
IRMIRON MTN INC DEL COM | $234K |
PFEPFIZER INC COM | $234K |
IWMISHARES RUSSELL 2000 ETF | $233K |
FICOFAIR ISAAC CORP COM | $233K |
DUKDUKE ENERGY CORP NEW COM NEW | $231K |
AZOAUTOZONE INC COM | $230K |
MDYGSTATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $228K |
IYJISHARES U.S. INDUSTRIALS ETF | $227K |
VBRVANGUARD SMALL CAP VALUE ETF | $225K |
GBDCGOLUB CAP BDC INC COM | $223K |
PLNTPLANET FITNESS INC CL A | $223K |
PAYXPAYCHEX INC COM | $223K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $221K |
VRTXVERTEX PHARMACEUTICALS INC COM | $220K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $220K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $218K |
PNQIINVESCO NASDAQ INTERNET ETF | $215K |
NVGNUVEEN AMT FREE MUN CR INC FD COM | $210K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $208K |
APPAPPLOVIN CORP COM CL A | $208K |
GDLCGRAYSCALE COINDESK CRYPTO 5 ETF | $207K |
VGKVANGUARD FTSE EUROPE ETF | $205K |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $204K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $202K |
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM | $202K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $202K |
NUENUCOR CORP COM | $201K |
DECKDECKERS OUTDOOR CORP COM | $201K |
KVUEKENVUE INC COM | $177K |
PNNTPENNANTPARK INVT CORP COM | $162K |
TRYBARINGS BDC INC COM | $161K |
SOTKSONO TEK CORP COM | $151K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $135K |
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM | $78K |
MFMMFS MUN INCOME TR SH BEN INT | $61K |
DMLDENISON MINES CORP COM | $28K |
FURYFURY GOLD MINES LIMITED COM | $7K |
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