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 |
|---|---|
FICOFAIR ISAAC CORP COM | $612K |
NFLXNETFLIX INC COM | $602K |
SOXXISHARES SEMICONDUCTOR ETF | $595K |
EWJISHARES MSCI JAPAN ETF | $592K |
ADBEADOBE INC COM | $574K |
SEICSEI INVTS CO COM | $565K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $565K |
GSGOLDMAN SACHS GROUP INC COM | $556K |
ITWILLINOIS TOOL WKS INC COM | $554K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $553K |
JPIEJPMORGAN INCOME ETF | $540K |
CMECME GROUP INC COM | $538K |
EIS*ISHARES MSCI ISRAEL ETF | $526K |
FISVFISERV INC COM | $521K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $514K |
SGOLABRDN PHYSICAL GOLD SHARES ETF | $510K |
IUSVISHARES CORE S&P US VALUE ETF | $509K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $509K |
RVMDREVOLUTION MEDICINES INC COM | $504K |
RIOTRIOT PLATFORMS INC COM | $498K |
IVWISHARES S&P 500 GROWTH ETF | $496K |
CITHE CIGNA GROUP COM | $493K |
BMYBRISTOL-MYERS SQUIBB CO COM | $493K |
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $492K |
SHWSHERWIN WILLIAMS CO COM | $492K |
AMLPALERIAN MLP ETF | $489K |
CEGCONSTELLATION ENERGY CORP COM | $488K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $487K |
SCHASCHWAB U.S. SMALL-CAP ETF | $473K |
ETNEATON CORP PLC SHS | $466K |
IWBISHARES RUSSELL 1000 ETF | $464K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $461K |
PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF | $459K |
CRMSALESFORCE INC COM | $458K |
XLEENERGY SELECT SECTOR SPDR FUND | $452K |
EXPDEXPEDITORS INTL WASH INC COM | $447K |
STESTERIS PLC SHS USD | $446K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $443K |
CLCOLGATE PALMOLIVE CO COM | $442K |
EZUISHARES MSCI EUROZONE ETF | $441K |
BXBLACKSTONE INC COM | $440K |
TAT&T INC COM | $438K |
APDAIR PRODS & CHEMS INC COM | $428K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $425K |
CLIPGLOBAL X 1-3 MONTH T-BILL ETF | $421K |
FDXFEDEX CORP COM | $419K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $415K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $415K |
BSXBOSTON SCIENTIFIC CORP COM | $415K |
FENYFIDELITY MSCI ENERGY INDEX ETF | $412K |
FTSLFIRST TRUST SENIOR LOAN FUND | $411K |
CPRTCOPART INC COM | $410K |
NKENIKE INC CL B | $402K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $402K |
SBUXSTARBUCKS CORP COM | $400K |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $399K |
VOEVANGUARD MID-CAP VALUE ETF | $398K |
AFLAFLAC INC COM | $395K |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $391K |
GEVGE VERNOVA INC COM | $388K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $382K |
INTCINTEL CORP COM | $378K |
AZOAUTOZONE INC COM | $378K |
SHELSHELL PLC SPON ADS | $376K |
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | $372K |
CHDCHURCH & DWIGHT CO INC COM | $371K |
STTSTATE STR CORP COM | $359K |
URTHISHARES MSCI WORLD ETF | $357K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $357K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $355K |
PAYXPAYCHEX INC COM | $351K |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $351K |
ECLECOLAB INC COM | $349K |
ESEVERSOURCE ENERGY COM | $348K |
DWDMORGAN STANLEY COM NEW | $345K |
UBERUBER TECHNOLOGIES INC COM | $341K |
TRVCCITIGROUP INC COM NEW | $338K |
ISRGINTUITIVE SURGICAL INC COM NEW | $336K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $335K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $331K |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $328K |
ETHGRAYSCALE ETHEREUM MINI TRUST ETF | $327K |
PYPLPAYPAL HLDGS INC COM | $324K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $320K |
STZCONSTELLATION BRANDS INC CL A | $314K |
SGDMSPROTT GOLD MINERS ETF | $312K |
ALSALLSTATE CORP COM | $310K |
MCKMCKESSON CORP COM | $310K |
EMREMERSON ELEC CO COM | $306K |
ALABASTERA LABS INC COM | $304K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $303K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $303K |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $300K |
MMM3M CO COM | $300K |
NUAGNUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | $299K |
BABOEING CO COM | $298K |
CCOCAMECO CORP COM | $298K |
NSCNORFOLK SOUTHN CORP COM | $297K |
ANETARISTA NETWORKS INC COM SHS | $297K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $296K |