Beaumont Financial Advisors, LLC Q3 2023 Filing

Filed November 1, 2023

Portfolio Value

$1.0T

Holdings

323

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (323 positions)

StockValue
SGOVISHARES TR
$75K
AAPLAPPLE INC
$52K
MSFTMICROSOFT CORP
$43K
GOOGLALPHABET INC
$32K
IVVISHARES TR
$30K
IOOISHARES TR
$29K
IJHISHARES TR
$28K
JQUAJ P MORGAN EXCHANGE TRADED FD
$26K
AMZNAMAZON COM INC
$21K
MCDMCDONALDS CORP
$21K
LOWLOWES COS INC
$21K
IJTISHARES TR
$21K
JNJJOHNSON & JOHNSON
$20K
BRK/BBERKSHIRE HATHAWAY INC DEL
$20K
JGROJ P MORGAN EXCHANGE TRADED FD
$20K
VUGVANGUARD INDEX FDS
$19K
JEPIJ P MORGAN EXCHANGE TRADED FD
$17K
VVISA INC COM
$16K
VOOVANGUARD INDEX FDS
$16K
PEPPEPSICO INC
$16K
VTVANGUARD INTL EQUITY INDEX FDS
$16K
MOATVANECK ETF TRUST
$14K
BCCCGLOBAL X FDS
$13K
DGROISHARES TR
$12K
MEMMATTHEWS ASIA FDS
$12K
METAMETA PLATFORMS INC
$12K
HAPVANECK ETF TRUST
$11K
SONYSONY CORP
$11K
SAMTADVISORS INNER CIRCLE FD III
$10K
CEF/USPROTT PHYSICAL GOLD & SILVER
$10K
NVDANVIDIA CORPORATION
$9K
VRIGINVESCO ACTIVELY MANAGED ETF
$9K
HDVISHARES TR
$9K
FDNFIRST TR EXCHANGE-TRADED FD
$8K
NEENEXTERA ENERGY INC
$8K
AQLTISHARES TR
$7K
DKSDICKS SPORTING GOODS INC
$7K
ABTABBOTT LABS
$7K
CLOIVANECK ETF TRUST
$7K
UCONFIRST TR EXCHANGE TRADED FD VI
$7K
DISDISNEY WALT CO
$6K
VTVVANGUARD INDEX FDS
$6K
FTECFIDELITY COVINGTON TRUST
$5K
CITHE CIGNA GROUP
$4K
FRDMEA SERIES TRUST
$4K
GDGENERAL DYNAMICS CORP
$4K
NKENIKE INC
$4K
TJXTJX COS INC
$4K
JPSTJ P MORGAN EXCHANGE TRADED FD
$4K
SPYMSPDR SER TR
$4K
GOOGALPHABET INC
$3K
HDHOME DEPOT INC
$3K
LLYELI LILLY & CO
$3K
XLCSELECT SECTOR SPDR TR
$3K
SCHXSCHWAB STRATEGIC TR
$3K
AMTAMERICAN TOWER CORP
$3K
COSTCOSTCO WHSL CORP
$3K
PGPROCTER AND GAMBLE CO
$3K
XLYSELECT SECTOR SPDR TR
$3K
JPMJPMORGAN CHASE & CO
$3K
FENYFIDELITY COVINGTON TRUST
$3K
FIDUFIDELITY COVINGTON TRUST
$3K
AVGOBROADCOM INC
$2K
XOMEXXON MOBIL CORP
$2K
UNHUNITEDHEALTH GROUP INC
$2K
SCHGSCHWAB STRATEGIC TR
$2K
MRKMERCK & CO. INC
$2K
BACBANK OF AMERICA CORP
$2K
OUSAALPS ETF TR
$2K
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$2K
XLFISELECT SECTOR SPDR TR
$2K
IJRISHARES TR
$2K
VVVANGUARD INDEX FDS
$2K
PHYS/USPROTT PHYSICAL GOLD TR
$2K
SPYSPDR S&P 500 ETF TR
$2K
TOSTTOAST INC
$2K
JMUBJ P MORGAN EXCHANGE TRADED FD
$2K
IWFISHARES TR
$2K
DEDEERE & CO
$2K
MUBISHARES TR
$2K
BSCPINVESCO EXCHANGE TRADED FD TR
$2K
BSCQINVESCO EXCHANGE TRADED FD TR
$2K
VTEBVANGUARD MUN BD FDS
$2K
SCHMSCHWAB U.S. MID-CAP ETF
$2K
HONHONEYWELL INTL INC
$2K
NDQINVESCO QQQ TR
$2K
CVXCHEVRON CORP
$2K
ITMVANECK ETF TRUST
$2K
KOCOCA COLA CO
$2K
VGSHVANGUARD SCOTTSDALE FDS
$2K
BSCOINVESCO EXCHANGE TRADED FD TR
$2K
ABBVABBVIE INC
$2K
BNDVANGUARD BD INDEX FDS
$2K
AZTAAZENTA INC
$2K
EEMISHARES TR
$2K
EBCEASTERN BANKSHARES INC
$2K
NVONOVO-NORDISK A S ADR
$2K
BSCRINVESCO EXCH TRD SLF IDX FD
$1K
EPDENTERPRISE PRODS PARTNERS L P
$1K
BMYBRISTOL-MYERS SQUIBB CO
$1K
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