Beaumont Financial Advisors, LLC Q3 2024 Filing
Filed October 9, 2024
Portfolio Value
$1.3T
Holdings
349
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (349 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $66K |
MSFTMICROSOFT CORP COM | $57K |
IVVISHARES CORE S&P 500 ETF | $54K |
JGROJPMORGAN ACTIVE GROWTH ETF | $47K |
GOOGLALPHABET INC CAP STK CL A | $39K |
IJHISHARES CORE S&P MID-CAP ETF | $34K |
AMZNAMAZON COM INC COM | $31K |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $30K |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $29K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $28K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $27K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $26K |
LOWLOWES COS INC COM | $25K |
VUGVANGUARD GROWTH ETF | $24K |
MCDMCDONALDS CORP COM | $24K |
IOOISHARES GLOBAL 100 ETF | $24K |
JOYTJPMORGAN EQUITY FOCUS ETF | $23K |
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $23K |
NVDANVIDIA CORPORATION COM | $23K |
VOOVANGUARD S&P 500 ETF | $21K |
METAMETA PLATFORMS INC CL A | $21K |
JNJJOHNSON & JOHNSON COM | $20K |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $20K |
VVISA INC COM CL A | $20K |
GBTCGRAYSCALE BITCOIN TRUST | $18K |
MEMMATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | $17K |
VTVANGUARD TOTAL WORLD STOCK ETF | $17K |
PEPPEPSICO INC COM | $16K |
COWZPACER US CASH COWS 100 ETF | $13K |
CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT | $13K |
SONYSONY GROUP CORP SPONSORED ADR | $13K |
BPBP PLC SPONSORED ADR | $12K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $12K |
DKSDICKS SPORTING GOODS INC COM | $12K |
SAMTSTRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $11K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $10K |
HDVISHARES CORE HIGH DIVIDEND ETF | $9K |
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF | $9K |
AQLTISHARES SELECT DIVIDEND ETF | $8K |
ABTABBOTT LABS COM | $8K |
CLOIVANECK CLO ETF | $8K |
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | $7K |
UTESVIRTUS REAVES UTILITIES ETF | $7K |
FRDMFREEDOM 100 EMERGING MARKETS ETF | $6K |
AVGOBROADCOM INC COM | $6K |
VTVVANGUARD VALUE ETF | $6K |
AEPAMERICAN ELEC PWR CO INC COM | $6K |
CVXCHEVRON CORP NEW COM | $6K |
GLDMSPDR GOLD MINISHARES TRUST | $6K |
LLYELI LILLY & CO COM | $5K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $5K |
TJXTJX COS INC NEW COM | $5K |
COSTCOSTCO WHSL CORP NEW COM | $5K |
GOOGALPHABET INC CAP STK CL C | $5K |
HDHOME DEPOT INC COM | $5K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4K |
JPMJPMORGAN CHASE & CO. COM | $4K |
GDGENERAL DYNAMICS CORP COM | $4K |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $4K |
PHYS/USPROTT PHYSICAL GOLD TR UNIT | $3K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $3K |
BACBANK AMERICA CORP COM | $3K |
PGPROCTER AND GAMBLE CO COM | $3K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $3K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $3K |
TOSTTOAST INC CL A | $3K |
SPYSPDR S&P 500 ETF TRUST | $3K |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $3K |
VVVANGUARD LARGE-CAP ETF | $3K |
FUTYFIDELITY MSCI UTILITIES INDEX ETF | $3K |
IJRISHARES CORE S&P SMALL CAP ETF | $3K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $3K |
XOMEXXON MOBIL CORP COM | $3K |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $3K |
MRKMERCK & CO INC COM | $2K |
UNHUNITEDHEALTH GROUP INC COM | $2K |
NEENEXTERA ENERGY INC COM | $2K |
DISDISNEY WALT CO COM | $2K |
MUBISHARES NATIONAL MUNI BOND ETF | $2K |
AXPAMERICAN EXPRESS CO COM | $2K |
ABBVABBVIE INC COM | $2K |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $2K |
NDQINVESCO QQQ TRUST SERIES I | $2K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $2K |
DEDEERE & CO COM | $2K |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $2K |
IBMINTERNATIONAL BUSINESS MACHS COM | $2K |
KOCOCA COLA CO COM | $2K |
NVONOVO-NORDISK A S ADR | $2K |
ORCLORACLE CORP COM | $2K |
BNDVANGUARD TOTAL BOND MARKET ETF | $2K |
VOVANGUARD MID-CAP ETF | $2K |
EBCEASTERN BANKSHARES INC COM | $2K |
SCHMSCHWAB U.S. MID-CAP ETF | $2K |
HONHONEYWELL INTL INC COM | $2K |
TDVGT. ROWE PRICE DIVIDEND GROWTH ETF | $2K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $2K |
LRCXEURLAM RESEARCH CORP COM | $2K |
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2K |
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