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 |
|---|---|
JMUBJPMORGAN MUNICIPAL ETF | $1.6B |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $1.6B |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $1.6B |
FTRBFEDERATED HERMES TOTAL RETURN BOND ETF | $1.6B |
VNQVANGUARD REAL ESTATE ETF | $1.6B |
ITMVANECK INTERMEDIATE MUNI ETF | $1.6B |
OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $1.6B |
FMATFIDELITY MSCI MATERIALS INDEX ETF | $1.5B |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.5B |
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF | $1.5B |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1.4B |
QCOMQUALCOMM INC COM | $1.4B |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1.4B |
MAMASTERCARD INCORPORATED CL A | $1.4B |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $1.4B |
FNCLFIDELITY MSCI FINANCIALS INDEX ETF | $1.4B |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $1.4B |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $1.4B |
RTXRTX CORPORATION COM | $1.4B |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $1.4B |
IBBISHARES BIOTECHNOLOGY ETF | $1.4B |
AMGNAMGEN INC COM | $1.4B |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.4B |
SLVISHARES SILVER TRUST | $1.3B |
TXNTEXAS INSTRS INC COM | $1.3B |
NXPINXP SEMICONDUCTORS N V COM | $1.2B |
KKRKKR & CO INC COM | $1.2B |
DELLDELL TECHNOLOGIES INC CL C | $1.2B |
AZTAAZENTA INC COM | $1.2B |
BCSFBAIN CAP SPECIALTY FIN INC COM STK | $1.2B |
EFAISHARES MSCI EAFE ETF | $1.1B |
DBNDDOUBLELINE OPPORTUNISTIC BOND ETF | $1.1B |
TRVTRAVELERS COMPANIES INC COM | $1.1B |
SMOTVANECK MORNINGSTAR SMID MOAT ETF | $1.1B |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $1.1B |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.1B |
JAVAJPMORGAN ACTIVE VALUE ETF | $1.1B |
AMDADVANCED MICRO DEVICES INC COM | $1.1B |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1.1B |
SPGIS&P GLOBAL INC COM | $1.0B |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.0B |
LMTLOCKHEED MARTIN CORP COM | $1.0B |
WMTWALMART INC COM | $1.0B |
BLKCHFBLACKROCK INC COM | $1.0B |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.0B |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $991.7M |
UNPUNION PAC CORP COM | $966.3M |
FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $963.1M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $957.7M |
VBVANGUARD SMALL-CAP ETF | $957.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $949.9M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $923.8M |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $903.0M |
KMBKIMBERLY-CLARK CORP COM | $886.3M |
MGCVANGUARD MEGA CAP ETF | $876.7M |
SOSOUTHERN CO COM | $867.3M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $863.5M |
AMTAMERICAN TOWER CORP NEW COM | $862.5M |
WMWASTE MGMT INC DEL COM | $837.5M |
CRSCARPENTER TECHNOLOGY CORP COM | $827.4M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $819.3M |
SOXXISHARES SEMICONDUCTOR ETF | $817.5M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $800.9M |
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT | $795.1M |
PGRPROGRESSIVE CORP COM | $792.0M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $773.5M |
CMCSACOMCAST CORP NEW CL A | $757.2M |
TSLATESLA INC COM | $755.6M |
ADBEADOBE INC COM | $753.9M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $747.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $744.2M |
SDYSPDR S&P DIVIDEND ETF | $737.9M |
SYKSTRYKER CORPORATION COM | $732.3M |
IWRISHARES RUSSELL MIDCAP ETF | $728.3M |
JBNDJPMORGAN ACTIVE BOND ETF | $719.5M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $692.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $691.2M |
VXFVANGUARD EXTENDED MARKET ETF | $691.0M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $688.7M |
CATCATERPILLAR INC COM | $679.2M |
RVMDREVOLUTION MEDICINES INC COM | $676.8M |
FICOFAIR ISAAC CORP COM | $649.1M |
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | $647.6M |
CLCOLGATE PALMOLIVE CO COM | $642.7M |
RSGREPUBLIC SVCS INC COM | $638.7M |
NKENIKE INC CL B | $633.9M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $633.3M |
QLTAISHARES AAA-A RATED CORPORATE BOND ETF | $632.2M |
BRBROADRIDGE FINL SOLUTIONS INC COM | $629.8M |
ADPAUTOMATIC DATA PROCESSING INC COM | $610.6M |
BMYBRISTOL-MYERS SQUIBB CO COM | $601.5M |
PHPARKER-HANNIFIN CORP COM | $587.6M |
MGKVANGUARD MEGA CAP GROWTH ETF | $585.7M |
CITHE CIGNA GROUP COM | $574.3M |
BXBLACKSTONE INC COM | $572.9M |
INTCINTEL CORP COM | $570.3M |
IWBISHARES RUSSELL 1000 ETF | $569.3M |
EWEDWARDS LIFESCIENCES CORP COM | $561.4M |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $560.1M |
CSCOCISCO SYS INC COM | $554.4M |