Beaumont Financial Advisors, LLC Purchases in Q3 2025

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
75.8K
+ 65.02%
$91.44 - $91.77 $6.93M - $6.95M
192K $17.6M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
47.9K
+ 21.75%
$40.04 - $45.11 $1.92M - $2.16M
268K $11.9M
G
Genpact LTD

Technology
68.6K
New
$41.06 - $46.13 $2.82M - $3.17M
68.6K $2.87M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.88K
+ 1.24%
$131.47 - $143.64 $379K - $414K
235K $33.3M
AVGO
Broadcom Inc.

Technology
3
+ 0.01%
$264.74 - $369.57 $794 - $1.11K
31.7K $10.5M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
24.9K
New
$61.56 - $66.95 $1.53M - $1.67M
24.9K $1.67M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
27.7K
New
$49.48 - $53.78 $1.37M - $1.49M
27.7K $1.45M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
55.7K
New
$25.24 - $25.56 $1.41M - $1.42M
55.7K $1.42M
FENY
Fidelity Covington Tr Msci Ene

ETFs
52.5K
+ 298.83%
$23.27 - $25.46 $1.22M - $1.34M
70.1K $1.73M
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 0.84%
$64.12 - $68.08 $105K - $112K
197K $13.4M
AEP
American Electric Power CO Inc

Utilities
1.15K
+ 1.95%
$103.26 - $115.0 $119K - $132K
60K $6.75M
TSLA
Tesla, Inc.

Consumer Cyclical
153
+ 4.12%
$293.94 - $444.72 $45K - $68K
3.86K $1.72M
VGSH
Vanguard

ETFs
8.8K
+ 43.05%
$58.43 - $58.88 $514K - $518K
29.2K $1.72M
APH
Amphenol Corp

Technology
2.44K
+ 37.14%
$97.39 - $125.4 $238K - $306K
9.02K $1.12M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
8.16K
New
$49.31 - $57.77 $402K - $471K
8.16K $463K
TMO
Thermo Fisher Scientific Inc.

Healthcare
557
+ 25.8%
$404.94 - $499.99 $226K - $278K
2.72K $1.32M
FAST
Fastenal CO

Industrials
5.74K
+ 26.97%
$42.47 - $50.39 $244K - $289K
27K $1.33M
GTLB
Gitlab Inc.

Technology
8.09K
New
$38.82 - $50.43 $314K - $408K
8.09K $364K
AMD
Advanced Micro Devices Inc

Technology
1.55K
+ 28.86%
$134.8 - $184.42 $209K - $286K
6.92K $1.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
288
+ 0.91%
$108.46 - $120.63 $31.2K - $34.7K
31.8K $3.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 0.23%
$420.11 - $472.68 $6.72K - $7.56K
6.94K $3.25M
QCOM
Qualcomm Inc

Technology
1.48K
+ 13.48%
$145.84 - $173.55 $216K - $257K
12.5K $2.08M
APP
App Lovin Corp

Technology
444
New
$335.1 - $718.54 $149K - $319K
444 $319K
MRK
Merck & Co., Inc.

Healthcare
2.57K
+ 12.76%
$77.6 - $87.37 $200K - $225K
22.7K $1.91M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
+ 0.23%
$275.84 - $326.36 $4.14K - $4.9K
6.49K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
96
+ 1.89%
$617.65 - $666.84 $59.3K - $64K
5.17K $3.44M
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 12.46%
$94.4 - $104.27 $195K - $215K
18.6K $1.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
804
+ 0.56%
$24.46 - $26.5 $19.7K - $21.3K
145K $3.83M
MSI
Motorola Solutions, Inc.

Technology
545
+ 55.11%
$408.73 - $490.3 $223K - $267K
1.53K $701K
FQAL
Fidelity Covington Tr Quality

ETFs
3.81K
New
$69.69 - $74.72 $266K - $285K
3.81K $284K
PSTG
Pure Storage, Inc.

Technology
3.39K
New
$54.47 - $88.29 $184K - $299K
3.39K $283K
EBC
Eastern Bankshares, Inc.

Financial Services
448
+ 0.47%
$15.03 - $18.34 $6.73K - $8.22K
95.2K $1.73M
EXPD
Expeditors International Of Washington Inc

Industrials
2.01K
+ 51.33%
$111.37 - $124.95 $224K - $251K
5.93K $726K
ITW
Illinois Tool Works Inc

Industrials
934
+ 41.66%
$252.31 - $269.41 $236K - $252K
3.18K $828K
SHW
Sherwin Williams CO

Basic Materials
710
+ 49.51%
$330.88 - $375.23 $235K - $266K
2.14K $742K
SIVR
Abrdn Silver ETF Trust

ETFs
5.3K
New
$34.34 - $44.62 $182K - $236K
5.3K $235K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
3.9K
New
$44.14 - $61.05 $172K - $238K
3.9K $235K
MU
Micron Technology Inc

Technology
1.38K
New
$104.88 - $168.89 $145K - $233K
1.38K $230K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
880
New
$236.25 - $257.69 $208K - $227K
880 $225K
SYY
Sysco Corp

Consumer Defensive
2.64K
New
$76.33 - $82.51 $202K - $218K
2.64K $217K
VT
Vanguard Total World Stk Index

ETFs
1.51K
New
$128.41 - $138.03 $194K - $209K
1.51K $208K
ADI
Analog Devices Inc

Technology
845
New
$220.68 - $255.63 $186K - $216K
845 $207K
HPE
Hewlett Packard Enterprise CO

Technology
8.41K
New
$19.81 - $25.24 $167K - $212K
8.41K $206K
SPYG
Spdr Portfolio

ETFs
1.97K
New
$94.33 - $105.31 $186K - $207K
1.97K $205K
DHR
Danaher Corp

Healthcare
1K
+ 29.14%
$181.46 - $212.2 $182K - $213K
4.45K $881K
IGV
Ishares Expanded Tech Software

ETFs
1.75K
New
$105.96 - $117.79 $185K - $206K
1.75K $201K
INTC
Intel Corp

Technology
311
+ 1.84%
$19.31 - $35.5 $6.01K - $11K
17.2K $576K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
80
+ 0.78%
$14.71 - $34.49 $1.18K - $2.76K
10.3K $356K
DELL
Dell Technologies Inc.

Technology
3
+ 0.03%
$120.96 - $141.77 $363 - $425
9.53K $1.35M
Activity Summary
Buys All Purchases 153 New Holdings 26 Increased Positions 127 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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