Beaumont Financial Advisors, LLC Q2 2024 Filing

Filed July 24, 2024

Portfolio Value

$1.3T

Holdings

365

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (365 positions)

StockValue
GEGE AEROSPACE COM NEW
$574.0M
MGKVANGUARD MEGA CAP GROWTH ETF
$571.3M
CITHE CIGNA GROUP COM
$554.6M
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
$538.3M
SCHASCHWAB U.S. SMALL-CAP ETF
$536.0M
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$520.4M
BMYBRISTOL-MYERS SQUIBB CO COM
$508.7M
ECLECOLAB INC COM
$502.2M
AMLPALERIAN MLP ETF
$498.7M
CSCOCISCO SYS INC COM
$496.8M
FICOFAIR ISAAC CORP COM
$495.7M
IJJISHARES S&P MID-CAP 400 VALUE ETF
$494.1M
STZCONSTELLATION BRANDS INC CL A
$487.3M
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
$479.5M
IUSVISHARES CORE S&P US VALUE ETF
$474.6M
GQ9SPDR GOLD SHARES
$470.7M
ACNACCENTURE PLC IRELAND SHS CLASS A
$462.9M
BSXBOSTON SCIENTIFIC CORP COM
$462.0M
APDAIR PRODS & CHEMS INC COM
$462.0M
PFEPFIZER INC COM
$461.9M
IWBISHARES RUSSELL 1000 ETF
$460.6M
TSLATESLA INC COM
$459.5M
ROPROPER TECHNOLOGIES INC COM
$457.7M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$454.8M
CPRTCOPART INC COM
$450.8M
BDXBECTON DICKINSON & CO COM
$448.0M
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$416.2M
SEICSEI INVTS CO COM
$414.5M
IVWISHARES S&P 500 GROWTH ETF
$412.0M
IWXISHARES RUSSELL TOP 200 VALUE ETF
$407.2M
STESTERIS PLC SHS USD
$406.6M
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$401.3M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$398.9M
ETNEATON CORP PLC SHS
$393.7M
FTSLFIRST TRUST SENIOR LOAN FUND
$389.7M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$381.5M
ADIANALOG DEVICES INC COM
$380.7M
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
$379.9M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$379.8M
FASTFASTENAL CO COM
$379.1M
EZUISHARES MSCI EUROZONE ETF
$377.6M
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
$376.6M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$376.6M
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$374.9M
VOEVANGUARD MID-CAP VALUE ETF
$371.1M
CMECME GROUP INC COM
$366.7M
REGNREGENERON PHARMACEUTICALS COM
$364.7M
PYPLPAYPAL HLDGS INC COM
$359.3M
SGOLABRDN PHYSICAL GOLD SHARES ETF
$358.3M
KBAKRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF
$357.0M
URTHISHARES MSCI WORLD ETF
$355.5M
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$354.9M
EPIWISDOMTREE INDIA EARNINGS FUND
$352.5M
DEODIAGEO PLC SPON ADR NEW
$339.3M
EIS*ISHARES MSCI ISRAEL ETF
$336.9M
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$336.5M
LENLENNAR CORP CL A
$336.5M
GSGOLDMAN SACHS GROUP INC COM
$334.8M
SCZISHARES MSCI EAFE SMALL-CAP ETF
$332.9M
SCHWSCHWAB CHARLES CORP COM
$330.1M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$326.6M
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$324.6M
PSXPHILLIPS 66 COM
$323.7M
URNMSPROTT URANIUM MINERS ETF
$320.8M
XBISPDR S&P BIOTECH ETF
$319.7M
SBUXSTARBUCKS CORP COM
$317.3M
XLUUTILITIES SELECT SECTOR SPDR FUND
$315.1M
ZTSZOETIS INC CL A
$314.0M
AFLAFLAC INC COM
$312.2M
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$311.6M
IRMIRON MTN INC DEL COM
$308.4M
NUAGNUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF
$308.3M
BSCOINVESCO BULLETSHARES 2024 CORPORATE BOND ETF
$305.4M
ANETEURARISTA NETWORKS INC COM
$304.2M
DECKDECKERS OUTDOOR CORP COM
$300.1M
CEGCONSTELLATION ENERGY CORP COM
$299.4M
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$299.4M
BKNGBOOKING HOLDINGS INC COM
$297.1M
AMATAPPLIED MATLS INC COM
$295.1M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$294.1M
EOGEOG RES INC COM
$293.4M
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
$291.3M
BABOEING CO COM
$282.8M
ESEVERSOURCE ENERGY COM
$282.6M
PAYXPAYCHEX INC COM
$282.5M
AQLTISHARES CORE MSCI EAFE ETF
$280.7M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$276.8M
IVEISHARES S&P 500 VALUE ETF
$276.7M
IPGPIPG PHOTONICS CORP COM
$276.4M
NSCNORFOLK SOUTHN CORP COM
$273.1M
MCXMCCORMICK & CO INC COM NON VTG
$267.0M
ARWRARROWHEAD PHARMACEUTICALS INC COM
$264.4M
PAYCPAYCOM SOFTWARE INC COM
$263.9M
FDXFEDEX CORP COM
$263.9M
CCOCAMECO CORP COM
$260.7M
SKYYFIRST TRUST CLOUD COMPUTING ETF
$258.0M
TAT&T INC COM
$256.2M
EMREMERSON ELEC CO COM
$253.7M
STAGSTAG INDL INC COM
$252.4M
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$251.6M
PreviousPage 3 of 4Next