Beaumont Financial Advisors, LLC Q4 2024 Filing
Filed January 17, 2025
Portfolio Value
$1.3T
Holdings
369
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (369 positions)
| Stock | Value |
|---|---|
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $281.2M |
IWXISHARES RUSSELL TOP 200 VALUE ETF | $279.9M |
EMREMERSON ELEC CO COM | $278.7M |
ZTSZOETIS INC CL A | $273.1M |
DWDMORGAN STANLEY COM NEW | $272.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $269.0M |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $267.9M |
ESEVERSOURCE ENERGY COM | $266.4M |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $266.1M |
TRVCCITIGROUP INC COM NEW | $264.9M |
HACKAMPLIFY CYBERSECURITY ETF | $263.8M |
PSXPHILLIPS 66 COM | $263.5M |
NOCNORTHROP GRUMMAN CORP COM | $262.8M |
RNGRINGCENTRAL INC CL A | $261.9M |
SRESEMPRA COM | $261.0M |
SYYSYSCO CORP COM | $258.7M |
MDYVSPDR S&P 400 MID CAP VALUE ETF | $255.8M |
OKEONEOK INC NEW COM | $255.0M |
BKNGBOOKING HOLDINGS INC COM | $253.4M |
IWYISHARES RUSSELL TOP 200 GROWTH ETF | $253.2M |
FQALFQAL | $253.1M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $253.1M |
IPGPIPG PHOTONICS CORP COM | $248.3M |
CCOCAMECO CORP COM | $246.6M |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $245.8M |
DTECALPS DISRUPTIVE TECHNOLOGIES ETF | $243.4M |
JCPBJPMORGAN CORE PLUS BOND ETF | $242.1M |
TTDTHE TRADE DESK INC COM CL A | $241.9M |
TRMBTRIMBLE INC COM | $240.6M |
COKECOCA COLA CONS INC COM | $239.4M |
STAGSTAG INDL INC COM | $236.7M |
HTGCHERCULES CAPITAL INC COM | $234.8M |
ARCCARES CAPITAL CORP COM | $233.6M |
FLOTISHARES FLOATING RATE BOND ETF | $232.7M |
BACVERIZON COMMUNICATIONS INC COM | $231.4M |
LHXL3HARRIS TECHNOLOGIES INC COM | $228.9M |
MCKMCKESSON CORP COM | $227.4M |
VOOGVANGUARD S&P 500 GROWTH ETF | $223.7M |
EMNEASTMAN CHEM CO COM | $223.3M |
DYHTARGET CORP COM | $219.8M |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $219.8M |
HSYHERSHEY CO COM | $219.2M |
IWMISHARES RUSSELL 2000 ETF | $218.6M |
CBTCABOT CORP COM | $217.2M |
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF | $215.7M |
PLDPROLOGIS INC. COM | $214.3M |
AZNASTRAZENECA PLC SPONSORED ADR | $213.7M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $212.2M |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $212.0M |
VBRVANGUARD SMALL CAP VALUE ETF | $211.7M |
KVUEKENVUE INC COM | $211.1M |
SPHQINVESCO S&P 500 QUALITY ETF | $210.3M |
GBDCGOLUB CAP BDC INC COM | $210.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $208.1M |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $208.0M |
WFCWELLS FARGO CO NEW COM | $207.8M |
YUMYUM BRANDS INC COM | $206.9M |
IYJISHARES U.S. INDUSTRIALS ETF | $204.8M |
UBERUBER TECHNOLOGIES INC COM | $204.2M |
BABOEING CO COM | $202.0M |
PLNTPLANET FITNESS INC CL A | $201.7M |
SCHWSCHWAB CHARLES CORP COM | $200.6M |
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $200.3M |
ARWRARROWHEAD PHARMACEUTICALS INC COM | $189.4M |
PNNTPENNANTPARK INVT CORP COM | $167.5M |
TRYBARINGS BDC INC COM | $148.7M |
SOTKSONO TEK CORP COM | $147.1M |
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM | $59.8M |
DMLDENISON MINES CORP COM | $19.3M |
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