BF
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Beaumont Financial Advisors, LLC13F | |
| Beaumont Financial Advisors, LLC | |
| Last update 2025-07-16 | 378 Stocks (30 new) |
| Value $1.38 Bil | Turnover 12 % |
Beaumont Financial Advisors, L... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 132,275 | 65,795.1 | -1.03% | 4.760 | -0.04% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
IVV | iShares Core S&P 500 ETF | 97,124 | 60,304.1 | +4.04% | 4.360 | +0.17% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
AAPL | Apple Inc | 277,438 | 56,921.9 | -1.63% | 4.120 | -0.08% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
JPEF | JPMorgan Equity Focus ETF | 699,354 | 49,052.7 | +102.15% | 3.550 | +1.79% | 3.130 | +13.59% | +5.72% | 1,587.9 | ||
SAMT |
Strategas Macro Thematic Opportunities ETF
Strategas Macro Thematic Opportunities ETF
| 1,320,122 | 45,451.8 | +121.42% | 3.290 | +1.80% | 29.800 | +20.75% | +21.24% | 156.5 | ||
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 474,240 | 44,573.8 | -2.73% | 3.220 | -0.08% | 0.230 | +27.08% | +27.36% | 21,940.1 | ||
GOOGL | Alphabet Inc | 235,680 | 41,533.8 | -1.08% | 3.000 | -0.03% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AMZN | Amazon.com Inc | 162,704 | 35,695.6 | -0.25% | 2.580 | -0.01% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
IJH | iShares Core S&P Mid-Cap ETF | 572,606 | 35,513.1 | -1.48% | 2.570 | -0.04% | 0.040 | +12.58% | +3.00% | 97,797.3 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 558,731 | 33,551.8 | +56.89% | 2.430 | +0.88% | 0.520 | +10.78% | +7.11% | 6,681.5 |
Beaumont Financial Advisors, LLC's Historical Top Holdings Breakdowns
Beaumont Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -2.21% | 100.35 ($100.53) 100.71 | $100.64 | 0.11% | Reduce -86.41% | 44,102 | -280,497 | |
SAMT |
Strategas Macro Thematic Opportunities ETF
Strategas Macro Thematic Opportunities ETF
| 2025-06-30 | Add Add | +1.80% | 27.03 ($31) 34.43 | $35.33 | 13.97% | Add 121.42% | 1,320,122 | 723,912 | |
JPEF | JPMorgan Equity Focus ETF | 2025-06-30 | Add Add | +1.79% | 57.32 ($65.1) 70.14 | $70.95 | 8.99% | Add 102.15% | 699,354 | 353,389 | |
FFGX |
Fidelity Fundamental Global ex-U.S. ETF
Fidelity Fundamental Global ex-U.S. ETF
| 2025-06-30 | New Buy New Buy | +1.49% | 22.85 ($27.04) 28.83 | $29.12 | 7.69% | New holding | 716,441 | 716,441 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -1.28% | 76.53 ($87.73) 93.79 | $98.97 | 12.81% | Reduce -68.66% | 84,357 | -184,773 | |
FMIL | FMIL | 2025-06-30 | Sold Out Sold Out | -1.20% | 38.73 ($44.72) 48.86 | $39.51 | -11.66% | Sold Out | 0 | -352,496 | |
IOO | iShares Global 100 ETF | 2025-06-30 | Sold Out Sold Out | -1.09% | 84.95 ($99.22) 107.81 | $112.34 | 13.22% | Sold Out | 0 | -144,213 | |
OMAH |
VistaShares Target 15 Berkshire Select Income ETF
VistaShares Target 15 Berkshire Select Income ETF
| 2025-06-30 | New Buy New Buy | +1.06% | 17.55 ($19.08) 19.76 | $19.65 | 2.99% | New holding | 759,155 | 759,155 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Sold Out Sold Out | -0.98% | 47.46 ($52.98) 55.3 | $57.04 | 7.66% | Sold Out | 0 | -227,654 | |
WCMI |
First Trust WCM International Equity ETF
First Trust WCM International Equity ETF
| 2025-06-30 | New Buy New Buy | +0.92% | 12.75 ($14.91) 15.91 | $15.77 | 5.77% | New holding | 797,749 | 797,749 |
Beaumont Financial Advisors, LLC Total Holding History ($B)
Beaumont Financial Advisors, LLC's Asset Allocation
Beaumont Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Beaumont Financial Advisors, LLC's Hypothetical Growth since 2025-06-30
Beaumont Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Beaumont Financial Advisors, LLC's Holdings Heat Map
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Beaumont Financial Advisors, LLC's Holdings Bubble Chart
Beaumont Financial Advisors, LLC News
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