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
FLOTISHARES FLOATING RATE BOND ETF
$251.6M
AZNASTRAZENECA PLC SPONSORED ADR
$250.1M
STTSTATE STR CORP COM
$250.0M
TRVCCITIGROUP INC COM NEW
$249.7M
XYLXYLEM INC COM
$248.6M
JCPBJPMORGAN CORE PLUS BOND ETF
$247.9M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$247.5M
JKHYHENRY JACK & ASSOC INC COM
$245.4M
NOCNORTHROP GRUMMAN CORP COM
$245.0M
DYHTARGET CORP COM
$244.8M
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
$243.9M
WSOWATSCO INC COM
$243.7M
IWMISHARES RUSSELL 2000 ETF
$243.6M
NFLXNETFLIX INC COM
$243.0M
HSYHERSHEY CO COM
$242.5M
ALSALLSTATE CORP COM
$241.6M
EMNEASTMAN CHEM CO COM
$240.5M
ISRGINTUITIVE SURGICAL INC COM NEW
$236.7M
LHXL3HARRIS TECHNOLOGIES INC COM
$236.4M
ARESARES MANAGEMENT CORPORATION CL A COM STK
$233.9M
MDYVSPDR S&P 400 MID CAP VALUE ETF
$232.6M
MMM3M CO COM
$230.9M
CNRCANADIAN NATL RY CO COM
$229.2M
MCKMCKESSON CORP COM
$227.8M
SRESEMPRA COM
$226.0M
SYYSYSCO CORP COM
$224.9M
TYLTYLER TECHNOLOGIES INC COM
$224.7M
PLDPROLOGIS INC. COM
$224.3M
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$221.8M
DTECALPS DISRUPTIVE TECHNOLOGIES ETF
$221.1M
VRTXVERTEX PHARMACEUTICALS INC COM
$219.4M
ASMLASML HOLDING N V N Y REGISTRY SHS
$218.9M
CBTCABOT CORP COM
$218.6M
COKECOCA COLA CONS INC COM
$217.0M
ARCCARES CAPITAL CORP COM
$216.5M
COMBGRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF
$215.8M
SIXGDEFIANCE NEXT GEN CONNECTIVITY ETF
$215.4M
CHDCHURCH & DWIGHT CO INC COM
$215.0M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$214.2M
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$212.7M
BACVERIZON COMMUNICATIONS INC COM
$212.5M
DWDMORGAN STANLEY COM NEW
$212.3M
UBERUBER TECHNOLOGIES INC COM
$211.6M
YUMYUM BRANDS INC COM
$209.3M
FVALFIDELITY VALUE FACTOR ETF
$209.0M
TTDTHE TRADE DESK INC COM CL A
$208.5M
GBDCGOLUB CAP BDC INC COM
$208.0M
NOWSERVICENOW INC COM
$206.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$206.0M
HEIHEICO CORP NEW COM
$204.4M
VOOGVANGUARD S&P 500 GROWTH ETF
$203.7M
OKEONEOK INC NEW COM
$203.2M
SMCIUSDSUPER MICRO COMPUTER INC COM
$203.2M
SNPSSYNOPSYS INC COM
$200.5M
KVUEKENVUE INC COM
$184.4M
ETENERGY TRANSFER L P COM UT LTD PTN
$170.1M
PNNTPENNANTPARK INVT CORP COM
$167.0M
TRYBARINGS BDC INC COM
$143.5M
SOTKSONO TEK CORP COM
$141.9M
TCPCBLACKROCK TCP CAPITAL CORP COM
$131.8M
NMFCNEW MTN FIN CORP COM
$131.3M
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM
$88.9M
AYS1SANDSTORM GOLD LTD COM NEW
$54.4M
DMLDENISON MINES CORP COM
$21.3M
DNAGINKGO BIOWORKS HOLDINGS INC CL A SHS
$8.4M
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