BA

Beaumont Asset Management, L.L.C.

13F
Beaumont Asset Management, L.L.C.
Last update 2025-05-08 69 Stocks (11 new)
Value $166.00 Mil Turnover 7 %
Countries:
Top Holdings: IVV(27.88%)MOAT(13.26%)IBDQ(4.96%)MSFT(4.02%)VTV(3.24%)
Summary Stock Picks Current Portfolio
Beaumont Asset Management, L.L... Top Holdings of 2025-03-31 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
82,139
46,153.9
+7.80%
27.880
+2.02%
0.010
+22.34%
+7.31%
636,566.3
 
MOAT
VanEck Morningstar Wide Moat ETF
249,495
21,955.5
-7.46%
13.260
-1.08%
0.170
+19.62%
+3.36%
12,699.7
 
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
326,209
8,204.2
-22.62%
4.960
-1.38%
0.270
+1.13%
+2.43%
2,949.8
 
MSFT
Microsoft Corp
17,717
6,650.7
+0.73%
4.020
+0.03%
0.000
+42.29%
+21.48%
3,791,043.3
Software
VTV
Vanguard Value ETF
31,074
5,367.7
+1.90%
3.240
+0.06%
0.000
+11.77%
+4.80%
133,164.7
 
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
212,647
5,148.2
+9.71%
3.110
+0.28%
0.160
+1.31%
+2.76%
3,353.8
 
GOOGL
Alphabet Inc
32,112
4,965.8
-1.90%
3.000
-0.07%
0.000
+28.89%
+0.66%
2,312,548.2
Interactive Media
SPHQ
Invesco S&P 500 Quality ETF
74,199
4,922.4
+2.70%
2.970
+0.08%
0.040
+15.79%
+6.58%
14,513.0
 
VBR
Vanguard Small Cap Value ETF
20,617
3,840.8
+1.43%
2.320
+0.03%
0.010
+17.49%
+0.66%
28,456.1
 
AMZN
Amazon.com Inc
18,242
3,470.8
+1.49%
2.100
+0.03%
0.000
+37.04%
+4.52%
2,434,329.6
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
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+2.02%
●
554.06 ($590.51) 615.85
$631.73
6.98%
Add 7.8%
82,139
5,946
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2025-03-31
Reduce
Reduce
-1.38%
●
25.05 ($25.11) 25.16
$25.14
0.12%
Reduce -22.62%
326,209
-95,378
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Reduce
Reduce
-1.08%
●
87.69 ($92.02) 96.49
$95.85
4.16%
Reduce -7.46%
249,495
-20,103
FHLC
Fidelity MSCI Health Care Index ETF
2025-03-31
Reduce
Reduce
-1.07%
●
65.44 ($68.65) 70.64
$62.32
-9.22%
Reduce -72.64%
10,618
-28,187
VXUS
Vanguard Total International Stock
2025-03-31
New Buy
New Buy
+0.75%
●
58.01 ($61.77) 64.46
$69.53
12.56%
New holding
20,022
20,022
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
2025-03-31
New Buy
New Buy
+0.72%
●
20.1 ($20.52) 20.8
$20.94
2.05%
New holding
57,220
57,220
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
2025-03-31
New Buy
New Buy
+0.64%
●
21.11 ($21.49) 21.73
$21.91
1.95%
New holding
49,150
49,150
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-03-31
New Buy
New Buy
+0.62%
●
22.61 ($22.93) 23.14
$23.27
1.48%
New holding
44,415
44,415
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-0.59%
●
783.83 ($963.73) 1170.39
$959.91
-0.40%
Reduce -23.8%
3,067
-958
MRK
Merck & Co Inc
2025-03-31
New Buy
New Buy
+0.44%
●
83.01 ($93.37) 101.02
$79.31
-15.06%
New holding
8,134
8,134

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 2025-03-31

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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