Beaumont Financial Advisors, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$1.4B
Holdings
378
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (378 positions)
| Stock | Value |
|---|---|
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1.8M |
QCOMQUALCOMM INC COM | $1.8M |
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF | $1.7M |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $1.7M |
SCHMSCHWAB U.S. MID-CAP ETF | $1.7M |
KOCOCA COLA CO COM | $1.7M |
JMUBJPMORGAN MUNICIPAL ETF | $1.6M |
WMTWALMART INC COM | $1.6M |
MUBISHARES NATIONAL MUNI BOND ETF | $1.6M |
MRKMERCK & CO INC COM | $1.6M |
RTXRTX CORPORATION COM | $1.6M |
AGQPROSHARES ULTRASHORT S&P500 | $1.5M |
OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $1.5M |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.5M |
VNQVANGUARD REAL ESTATE ETF | $1.4M |
EBCEASTERN BANKSHARES INC COM | $1.4M |
VBVANGUARD SMALL-CAP ETF | $1.4M |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1.4M |
CRSCARPENTER TECHNOLOGY CORP COM | $1.4M |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $1.4M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $1.4M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1.4M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $1.3M |
TRVTRAVELERS COMPANIES INC COM | $1.3M |
NXPINXP SEMICONDUCTORS N V COM | $1.3M |
SYKSTRYKER CORPORATION COM | $1.3M |
KKRKKR & CO INC COM | $1.2M |
ITMVANECK INTERMEDIATE MUNI ETF | $1.2M |
EFAISHARES MSCI EAFE ETF | $1.2M |
UNHUNITEDHEALTH GROUP INC COM | $1.2M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $1.2M |
TSLATESLA INC COM | $1.2M |
AMGNAMGEN INC COM | $1.2M |
TXNTEXAS INSTRS INC COM | $1.2M |
DELLDELL TECHNOLOGIES INC CL C | $1.2M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.2M |
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $1.2M |
DBNDDOUBLELINE OPPORTUNISTIC CORE BOND ETF | $1.2M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.2M |
BLKBLACKROCK INC COM | $1.1M |
IBBISHARES BIOTECHNOLOGY ETF | $1.1M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.1M |
SMOTVANECK MORNINGSTAR SMID MOAT ETF | $1.1M |
JAVAJPMORGAN ACTIVE VALUE ETF | $1.1M |
GQ9SPDR GOLD SHARES | $1.1M |
NVONOVO-NORDISK A S ADR | $1.1M |
SPGIS&P GLOBAL INC COM | $1.1M |
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT | $1.1M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.0M |
RDDTREDDIT INC CL A | $1.0M |
LMTLOCKHEED MARTIN CORP COM | $989K |
SLVISHARES SILVER TRUST | $983K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $961K |
IWDISHARES RUSSELL 1000 VALUE ETF | $956K |
BCSFBAIN CAP SPECIALTY FIN INC COM STK | $936K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $934K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $926K |
MGCVANGUARD MEGA CAP ETF | $911K |
KMBKIMBERLY-CLARK CORP COM | $906K |
AMTAMERICAN TOWER CORP NEW COM | $905K |
FASTFASTENAL CO COM | $893K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $889K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $888K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $875K |
SOSOUTHERN CO COM | $875K |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $870K |
FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $868K |
UNPUNION PAC CORP COM | $838K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $808K |
RSGREPUBLIC SVCS INC COM | $797K |
EWEDWARDS LIFESCIENCES CORP COM | $792K |
ROPROPER TECHNOLOGIES INC COM | $788K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $779K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $774K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $770K |
CATCATERPILLAR INC COM | $766K |
GEGE AEROSPACE COM NEW | $763K |
AMDADVANCED MICRO DEVICES INC COM | $761K |
IWRISHARES RUSSELL MIDCAP ETF | $742K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $742K |
SDYSPDR S&P DIVIDEND ETF | $742K |
CSCOCISCO SYS INC COM | $740K |
WMWASTE MGMT INC DEL COM | $738K |
VXFVANGUARD EXTENDED MARKET ETF | $731K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $728K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $713K |
JBNDJPMORGAN ACTIVE BOND ETF | $713K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $708K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $697K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $691K |
DHRDANAHER CORPORATION COM | $679K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $677K |
RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | $673K |
PHPARKER-HANNIFIN CORP COM | $667K |
MGKVANGUARD MEGA CAP GROWTH ETF | $652K |
APHAMPHENOL CORP NEW CL A | $649K |
CMCSACOMCAST CORP NEW CL A | $646K |
INTUINTUIT COM | $639K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $618K |
QLTAISHARES AAA-A RATED CORPORATE BOND ETF | $614K |