BA

Beaumont Asset Management, L.L.C.

13F
Beaumont Asset Management, L.L.C.
Last update 2025-07-23 65 Stocks (7 new)
Value $186.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(28.74%)MOAT(11.73%)MSFT(4.76%)IBDQ(4.63%)SPHQ(4.32%)
Summary Stock Picks Current Portfolio
Beaumont Asset Management, L.L... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
86,229
53,539.6
+4.98%
28.740
+1.36%
0.010
+16.52%
+9.05%
642,854.0
 
MOAT
VanEck Morningstar Wide Moat ETF
232,928
21,846.3
-6.64%
11.730
-0.88%
0.180
+16.55%
+6.86%
13,129.0
 
MSFT
Microsoft Corp
17,811
8,859.4
+0.53%
4.760
+0.03%
0.000
+32.31%
+21.82%
3,801,671.9
Software
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
342,207
8,616.8
+4.90%
4.630
+0.22%
0.290
+1.07%
+2.49%
2,951.5
 
SPHQ
Invesco S&P 500 Quality ETF
112,901
8,045.3
+52.16%
4.320
+1.48%
0.060
+11.95%
+8.79%
14,733.5
 
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
233,935
5,672.9
+10.01%
3.050
+0.28%
0.170
+1.12%
+2.70%
3,351.7
 
VTV
Vanguard Value ETF
30,578
5,404.4
-1.60%
2.900
-0.05%
0.000
+9.81%
+7.70%
135,303.7
 
GOOGL
Alphabet Inc
29,664
5,227.7
-7.62%
2.810
-0.23%
0.000
+21.24%
+2.13%
2,341,563.1
Interactive Media
VEU
Vanguard FTSE All-World ex-US ETF
63,777
4,287.1
New Holding
2.300
+2.30%
0.010
+12.15%
+21.05%
45,213.7
 
AMZN
Amazon.com Inc
18,416
4,040.2
+0.95%
2.170
+0.02%
0.000
+24.35%
+5.73%
2,462,671.0
Retail - Cyclical

Beaumont Asset Management, L.L.C.'s Historical Top Holdings Breakdowns

Beaumont Asset Management, L.L.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEU
Vanguard FTSE All-World ex-US ETF
2025-06-30
New Buy
New Buy
+2.30%
●
54.19 ($63.27) 67.22
$68.79
8.72%
New holding
63,777
63,777
SPHQ
Invesco S&P 500 Quality ETF
2025-06-30
Add
Add
+1.48%
●
59.24 ($67.61) 71.39
$72.53
7.27%
Add 52.16%
112,901
38,702
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+1.36%
●
498.8 ($573.99) 620.9
$637.97
11.15%
Add 4.98%
86,229
4,090
SMH
VanEck Vectors Semiconductor ETF
2025-06-30
Sold Out
Sold Out
-0.90%
●
179.95 ($231.55) 278.88
$287.27
24.06%
Sold Out
0
-7,053
MOAT
VanEck Morningstar Wide Moat ETF
2025-06-30
Reduce
Reduce
-0.88%
●
76.53 ($87.73) 93.79
$99.09
12.95%
Reduce -6.64%
232,928
-16,567
VXUS
Vanguard Total International Stock
2025-06-30
Reduce
Reduce
-0.62%
●
55.54 ($64.89) 69.09
$70.69
8.93%
Reduce -82.53%
3,497
-16,525
FHLC
Fidelity MSCI Health Care Index ETF
2025-06-30
Sold Out
Sold Out
-0.44%
●
61.03 ($63.76) 68.32
$64.44
1.07%
Sold Out
0
-10,618
PEP
PepsiCo Inc
2025-06-30
Sold Out
Sold Out
-0.44%
●
128.02 ($134.95) 151.37
$144.76
7.27%
Sold Out
0
-4,900
BDX
Becton Dickinson & Co
2025-06-30
Sold Out
Sold Out
-0.42%
●
165.15 ($184.01) 229.06
$184.75
0.40%
Sold Out
0
-3,060
CTRA
Coterra Energy Inc
2025-06-30
Sold Out
Sold Out
-0.39%
●
22.6 ($25.41) 29.07
$23.76
-6.49%
Sold Out
0
-22,205

Beaumont Asset Management, L.L.C. Total Holding History ($B)

To

Beaumont Asset Management, L.L.C.'s Asset Allocation

To

Beaumont Asset Management, L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beaumont Asset Management, L.L.C.'s Hypothetical Growth since 2025-06-30

Beaumont Asset Management, L.L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

Beaumont Asset Management, L.L.C.'s Holdings Heat Map

Size field:

Beaumont Asset Management, L.L.C.'s Holdings Bubble Chart

Beaumont Asset Management, L.L.C. News

  • 1

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