Beaumont Financial Advisors, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$1.5B
Holdings
371
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (371 positions)
| Stock | Value |
|---|---|
ARWRARROWHEAD PHARMACEUTICALS INC COM | $689K |
LMTLOCKHEED MARTIN CORP COM | $677K |
SGOLABRDN PHYSICAL GOLD SHARES ETF | $664K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $658K |
INTCINTEL CORP COM | $651K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $645K |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $634K |
JBNDJPMORGAN ACTIVE BOND ETF | $633K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $617K |
QLTAISHARES AAA-A RATED CORPORATE BOND ETF | $617K |
AMLPALERIAN MLP ETF | $614K |
EIS*ISHARES MSCI ISRAEL ETF | $610K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $589K |
INTUINTUIT COM | $578K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $576K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $574K |
GSGOLDMAN SACHS GROUP INC COM | $558K |
IUSVISHARES CORE S&P US VALUE ETF | $552K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $550K |
SGDMSPROTT GOLD MINERS ETF | $550K |
SCHASCHWAB U.S. SMALL-CAP ETF | $548K |
IVWISHARES S&P 500 GROWTH ETF | $548K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $536K |
CLIPGLOBAL X 1-3 MONTH T-BILL ETF | $530K |
CMCSACOMCAST CORP NEW CL A | $527K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $527K |
XBISTATE STREET SPDR S&P BIOTECH ETF | $527K |
CEGCONSTELLATION ENERGY CORP COM | $527K |
SEICSEI INVTS CO COM | $516K |
AMTAMERICAN TOWER CORP NEW COM | $499K |
IWBISHARES RUSSELL 1000 ETF | $497K |
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $497K |
NFLXNETFLIX INC COM | $496K |
CHDCHURCH & DWIGHT CO INC COM | $493K |
BMYBRISTOL-MYERS SQUIBB CO COM | $490K |
PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF | $484K |
GEVGE VERNOVA INC COM | $477K |
EZUISHARES MSCI EUROZONE ETF | $472K |
TRVCCITIGROUP INC COM NEW | $460K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $459K |
BXBLACKSTONE INC COM | $454K |
QQQMINVESCO NASDAQ 100 ETF | $448K |
RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | $448K |
MUMICRON TECHNOLOGY INC COM | $446K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $444K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $436K |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $433K |
ETHGRAYSCALE ETHEREUM MINI TRUST ETF | $433K |
AQLTISHARES CORE MSCI EAFE ETF | $429K |
CRMSALESFORCE INC COM | $423K |
ETNEATON CORP PLC SHS | $423K |
LINLINDE PLC SHS | $420K |
AFLAFLAC INC COM | $419K |
VICRVICOR CORP COM | $415K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $414K |
SHELSHELL PLC SPON ADS | $412K |
VOEVANGUARD MID-CAP VALUE ETF | $410K |
SIVRABRDN PHYSICAL SILVER SHARES ETF | $405K |
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $392K |
TRVTRAVELERS COMPANIES INC COM | $391K |
JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $391K |
RIOTRIOT PLATFORMS INC COM | $390K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $390K |
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $388K |
EWJISHARES MSCI JAPAN ETF | $386K |
URTHISHARES MSCI WORLD ETF | $384K |
ANETARISTA NETWORKS INC COM SHS | $379K |
TAT&T INC COM | $376K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $372K |
BSXBOSTON SCIENTIFIC CORP COM | $371K |
SBUXSTARBUCKS CORP COM | $371K |
ISRGINTUITIVE SURGICAL INC COM NEW | $368K |
DWDMORGAN STANLEY COM NEW | $363K |
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $356K |
HODLVANECK BITCOIN ETF | $353K |
CCOCAMECO CORP COM | $352K |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $351K |
MCKMCKESSON CORP COM | $347K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $346K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $344K |
ALSALLSTATE CORP COM | $343K |
WFCWELLS FARGO CO NEW COM | $338K |
NSCNORFOLK SOUTHN CORP COM | $334K |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $329K |
NOCNORTHROP GRUMMAN CORP COM | $328K |
IVEISHARES S&P 500 VALUE ETF | $316K |
BABOEING CO COM | $312K |
MMM3M CO COM | $311K |
QTUMDEFIANCE QUANTUM ETF | $311K |
EMREMERSON ELEC CO COM | $311K |
BLKBLACKROCK INC COM | $309K |
FQALFQAL | $306K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $304K |
AMATAPPLIED MATLS INC COM | $302K |
CIENCIENA CORP COM NEW | $301K |
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | $300K |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $300K |
PSTGPURE STORAGE INC CL A | $296K |
SCHWSCHWAB CHARLES CORP COM | $293K |
COKECOCA COLA CONS INC COM | $292K |