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 |
|---|---|
PRIVSPDR SSGA IG PUBLIC & PRIVATE CREDIT ETF | $294K |
WFCWELLS FARGO CO NEW COM | $293K |
IVEISHARES S&P 500 VALUE ETF | $291K |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $291K |
IRMIRON MTN INC DEL COM | $290K |
MOALTRIA GROUP INC COM | $290K |
NOCNORTHROP GRUMMAN CORP COM | $288K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $287K |
MCXMCCORMICK & CO INC COM NON VTG | $285K |
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $279K |
BKNGBOOKING HOLDINGS INC COM | $277K |
XBISPDR S&P BIOTECH ETF | $274K |
DASHDOORDASH INC CL A | $273K |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $272K |
QQQMINVESCO NASDAQ 100 ETF | $272K |
HACKAMPLIFY CYBERSECURITY ETF | $270K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $264K |
DTECALPS DISRUPTIVE TECHNOLOGIES ETF | $264K |
SCHWSCHWAB CHARLES CORP COM | $263K |
PSXPHILLIPS 66 COM | $262K |
TFISPDR NUVEEN ICE MUNICIPAL BOND ETF | $261K |
ISCFISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | $260K |
MIGAMICROSTRATEGY INC CL A NEW | $260K |
DEODIAGEO PLC SPON ADR NEW | $259K |
TRMBTRIMBLE INC COM | $259K |
BACVERIZON COMMUNICATIONS INC COM | $259K |
LENLENNAR CORP CL A | $255K |
EPDENTERPRISE PRODS PARTNERS L P COM | $253K |
STAGSTAG INDL INC COM | $253K |
LHXL3HARRIS TECHNOLOGIES INC COM | $252K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $252K |
PFEPFIZER INC COM | $250K |
AQLTISHARES CORE MSCI EAFE ETF | $249K |
BDXBECTON DICKINSON & CO COM | $245K |
MDYVSPDR S&P 400 MID CAP VALUE ETF | $244K |
VOOGVANGUARD S&P 500 GROWTH ETF | $242K |
ARCCARES CAPITAL CORP COM | $240K |
IWMISHARES RUSSELL 2000 ETF | $235K |
LINLINDE PLC SHS | $234K |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $233K |
GILDGILEAD SCIENCES INC COM | $232K |
SRESEMPRA COM | $228K |
AZNASTRAZENECA PLC SPONSORED ADR | $225K |
IPGPIPG PHOTONICS CORP COM | $224K |
PLDPROLOGIS INC. COM | $224K |
URAGLOBAL X URANIUM ETF | $224K |
HWMHOWMET AEROSPACE INC COM | $223K |
FTNTFORTINET INC COM | $223K |
HTGCHERCULES CAPITAL INC COM | $223K |
SPHQINVESCO S&P 500 QUALITY ETF | $222K |
PLNTPLANET FITNESS INC CL A | $222K |
VRTXVERTEX PHARMACEUTICALS INC COM | $220K |
DUKDUKE ENERGY CORP NEW COM NEW | $220K |
HSYHERSHEY CO COM | $218K |
IYJISHARES U.S. INDUSTRIALS ETF | $218K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $215K |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $214K |
COKECOCA COLA CONS INC COM | $213K |
OKEONEOK INC NEW COM | $212K |
GBDCGOLUB CAP BDC INC COM | $210K |
IAU*ISHARES GOLD TRUST | $210K |
KVUEKENVUE INC COM | $210K |
LHLABCORP HOLDINGS INC COM SHS | $209K |
YUMYUM BRANDS INC COM | $209K |
AMATAPPLIED MATLS INC COM | $208K |
PNQIINVESCO NASDAQ INTERNET ETF | $208K |
MCOMOODYS CORP COM | $204K |
AEMAGNICO EAGLE MINES LTD COM | $204K |
VBRVANGUARD SMALL CAP VALUE ETF | $201K |
SNOWSNOWFLAKE INC CL A | $200K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $200K |
PNNTPENNANTPARK INVT CORP COM | $173K |
ARWRARROWHEAD PHARMACEUTICALS INC COM | $161K |
TRYBARINGS BDC INC COM | $151K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $147K |
SOTKSONO TEK CORP COM | $137K |
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM | $74K |
DMLDENISON MINES CORP COM | $19K |
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