Beaumont Financial Advisors, LLC Q4 2024 Filing
Filed January 17, 2025
Portfolio Value
$1.3B
Holdings
369
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (369 positions)
| Stock | Value |
|---|---|
SCHMSCHWAB U.S. MID-CAP ETF | $1.8T |
AGQPROSHARES ULTRASHORT S&P500 | $1.8T |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.8T |
TBUXT. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $1.8T |
TDVGT. ROWE PRICE DIVIDEND GROWTH ETF | $1.7T |
EBCEASTERN BANKSHARES INC COM | $1.7T |
FNCLFIDELITY MSCI FINANCIALS INDEX ETF | $1.7T |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $1.7T |
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF | $1.7T |
JMUBJPMORGAN MUNICIPAL ETF | $1.6T |
MAMASTERCARD INCORPORATED CL A | $1.6T |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $1.5T |
ITMVANECK INTERMEDIATE MUNI ETF | $1.5T |
QCOMQUALCOMM INC COM | $1.5T |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.5T |
WMTWALMART INC COM | $1.5T |
OUSAALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $1.5T |
LRCXLAM RESEARCH CORP COM NEW | $1.5T |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1.5T |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $1.5T |
VNQVANGUARD REAL ESTATE ETF | $1.5T |
KOCOCA COLA CO COM | $1.4T |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1.4T |
NVONOVO-NORDISK A S ADR | $1.4T |
KKRKKR & CO INC COM | $1.4T |
RTXRTX CORPORATION COM | $1.3T |
TSLATESLA INC COM | $1.3T |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $1.3T |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $1.3T |
IBBISHARES BIOTECHNOLOGY ETF | $1.2T |
AZTAAZENTA INC COM | $1.2T |
BCSFBAIN CAP SPECIALTY FIN INC COM STK | $1.2T |
DELLDELL TECHNOLOGIES INC CL C | $1.2T |
DBNDDOUBLELINE OPPORTUNISTIC BOND ETF | $1.2T |
AMGNAMGEN INC COM | $1.2T |
TRVTRAVELERS COMPANIES INC COM | $1.1T |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.1T |
SMOTVANECK MORNINGSTAR SMID MOAT ETF | $1.1T |
TXNTEXAS INSTRS INC COM | $1.1T |
BLKBLACKROCK INC COM | $1.1T |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.1T |
NXPINXP SEMICONDUCTORS N V COM | $1.1T |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.1T |
JAVAJPMORGAN ACTIVE VALUE ETF | $1.1T |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.1T |
VBVANGUARD SMALL-CAP ETF | $1.0T |
EFAISHARES MSCI EAFE ETF | $1.0T |
SYKSTRYKER CORPORATION COM | $1.0T |
SPGIS&P GLOBAL INC COM | $1.0T |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.0T |
ADPAUTOMATIC DATA PROCESSING INC COM | $948.0B |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $928.5B |
UNPUNION PAC CORP COM | $927.5B |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $926.4B |
MGCVANGUARD MEGA CAP ETF | $925.4B |
SLVISHARES SILVER TRUST | $920.9B |
IWDISHARES RUSSELL 1000 VALUE ETF | $916.9B |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $894.7B |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $892.7B |
CRSCARPENTER TECHNOLOGY CORP COM | $879.9B |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $876.8B |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $874.5B |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $872.2B |
RDDTREDDIT INC CL A | $870.5B |
FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $866.4B |
LMTLOCKHEED MARTIN CORP COM | $862.5B |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $840.6B |
WMWASTE MGMT INC DEL COM | $832.4B |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $824.9B |
CRMSALESFORCE INC COM | $796.9B |
KMBKIMBERLY-CLARK CORP COM | $796.0B |
SOSOUTHERN CO COM | $794.4B |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $787.1B |
AMDADVANCED MICRO DEVICES INC COM | $771.5B |
PGRPROGRESSIVE CORP COM | $749.5B |
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT | $743.4B |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $739.2B |
FENYFIDELITY MSCI ENERGY INDEX ETF | $736.0B |
VXFVANGUARD EXTENDED MARKET ETF | $721.4B |
IWRISHARES RUSSELL MIDCAP ETF | $720.4B |
CATCATERPILLAR INC COM | $717.8B |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $683.6B |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $680.9B |
DHRDANAHER CORPORATION COM | $678.9B |
SDYSPDR S&P DIVIDEND ETF | $674.8B |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $673.8B |
FICOFAIR ISAAC CORP COM | $667.0B |
CMCSACOMCAST CORP NEW CL A | $663.4B |
BMYBRISTOL-MYERS SQUIBB CO COM | $663.1B |
BRBROADRIDGE FINL SOLUTIONS INC COM | $662.2B |
ADBEADOBE INC COM | $653.3B |
JBNDJPMORGAN ACTIVE BOND ETF | $652.2B |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $652.0B |
RSGREPUBLIC SVCS INC COM | $641.2B |
GQ9SPDR GOLD SHARES | $639.2B |
EWEDWARDS LIFESCIENCES CORP COM | $629.8B |
ACNACCENTURE PLC IRELAND SHS CLASS A | $628.8B |
CSCOCISCO SYS INC COM | $627.0B |
MGKVANGUARD MEGA CAP GROWTH ETF | $624.9B |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $617.8B |