Beaumont Financial Advisors, LLC Purchases in Q3 2024

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1
+ 0.01%
$39.37 - $41.68 $39.4 - $41.7
15.6K $647K
OKE
Oneok Inc

Energy
23
+ 0.92%
$78.62 - $95.27 $1.81K - $2.19K
2.52K $229K
PFE
Pfizer Inc

Healthcare
295
+ 1.79%
$27.7 - $31.39 $8.17K - $9.26K
16.8K $486K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
23
+ 0.67%
$90.87 - $102.43 $2.09K - $2.36K
3.47K $343K
RSG
Republic Services, Inc.

Industrials
20
+ 0.63%
$189.34 - $208.21 $3.79K - $4.16K
3.18K $638K
SRE
Sempra Energy

Utilities
11
+ 0.37%
$74.97 - $84.04 $825 - $924
2.98K $249K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
383
+ 2.07%
$50.25 - $50.74 $19.2K - $19.4K
18.9K $957K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26
+ 0.55%
$96.25 - $101.98 $2.5K - $2.65K
4.71K $477K
VCIT
Vanguard Intermediate Term Cor

ETFs
32
+ 0.61%
$79.29 - $84.02 $2.54K - $2.69K
5.24K $438K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
125
+ 1.62%
$63.74 - $73.47 $7.97K - $9.18K
7.82K $560K
AMD
Advanced Micro Devices Inc

Technology
17
+ 0.26%
$128.67 - $183.96 $2.19K - $3.13K
6.49K $1.06M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.06%
$285.48 - $330.24 $285 - $330
1.82K $585K
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.09%
$221.96 - $243.27 $222 - $243
1.05K $250K
UBER
Uber Technologies, Inc

Technology
51
+ 1.75%
$58.48 - $77.47 $2.98K - $3.95K
2.96K $222K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
40
+ 0.88%
$47.18 - $48.74 $1.89K - $1.95K
4.56K $222K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 3.38%
$147.95 - $191.05 $5.92K - $7.64K
1.23K $212K
BBDC
Barings Bdc, Inc.

Financial Services
392
+ 2.66%
$9.28 - $10.19 $3.64K - $3.99K
15.1K $148K
TXN
Texas Instruments Inc

Technology
18
+ 0.29%
$194.6 - $194.6 $3.5K - $3.5K
6.2K $1.21M
ARCC
Ares Capital Corp

Financial Services
145
+ 1.4%
$19.8 - $21.28 $2.87K - $3.09K
10.5K $220K
AZN
Astrazeneca PLC

Healthcare
19
+ 0.59%
$76.67 - $87.62 $1.46K - $1.66K
3.23K $251K
UTES
Virtus Reaves Utilities ETF
517
+ 0.5%
N/A
104K $0
T. Rowe Price Capital Appreciation Equity ETF
1.28K
+ 0.21%
N/A
613K $0
Fidelity Wise Origin Bitcoin Fund
1.16K
+ 0.23%
N/A
498K $0
SMOT
Vaneck ETF Tr Morningstar Smid
85
+ 0.27%
N/A
31.3K $0
Jpmorgan Active Bond ETF
1.36K
+ 11.56%
N/A
13.2K $0
JGRO
J P Morgan Exchange Traded Fd
105K
+ 20.8%
N/A
607K $0
Jpmorgan Equity Focus ETF
79K
+ 28.54%
N/A
356K $0
Linde PLC Shs
438
New
N/A
438 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.57K
+ 507.74%
$150.73 - $974.56 $237K - $1.53M
1.88K $300K
MEM
Matthews Asia Fds Emerging Mar
2K
+ 0.39%
N/A
520K $0
NMFC
New Mountain Finance Corp

Financial Services
276
+ 2.57%
$11.84 - $12.5 $3.27K - $3.45K
11K $131K
Amplify Cybersecurity ETF
3.54K
New
N/A
3.54K $0
Reddit Inc Cl A
5.89K
New
N/A
5.89K $0
FMIL
Fidelity Covington Tr New Mill
4.68K
+ 0.93%
N/A
510K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
88
+ 0.66%
$14.36 - $16.0 $1.26K - $1.41K
13.3K $201K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3
+ 0.06%
$37.19 - $44.15 $112 - $132
5.16K $209K
PNNT
Pennantpark Investment Corp

Financial Services
736
+ 3.33%
$6.62 - $7.89 $4.87K - $5.81K
22.8K $159K
WM
Waste Management Inc

Industrials
9
+ 0.22%
$196.96 - $223.45 $1.77K - $2.01K
4.03K $837K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
498
+ 4.08%
$8.08 - $11.02 $4.02K - $5.49K
12.7K $105K
AMAT
Applied Materials Inc

Technology
34
+ 2.72%
$174.88 - $254.97 $5.95K - $8.67K
1.29K $259K
SOXX
Ishares Semiconductor ETF

ETFs
73
+ 2.1%
$199.29 - $265.49 $14.5K - $19.4K
3.55K $817K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.96K
+ 0.65%
$85.84 - $85.84 $168K - $168K
306K $26.2M
NXPI
Nxp Semiconductors N.V.

Technology
10
+ 0.19%
$225.14 - $290.78 $2.25K - $2.91K
5.19K $1.25M
CVX
Chevron Corp

Energy
1.18K
+ 3.12%
$137.88 - $161.97 $163K - $192K
39.1K $5.76M
DELL
Dell Technologies Inc.

Technology
32
+ 0.32%
$87.89 - $145.97 $2.81K - $4.67K
10.1K $1.2M
GOOG
Alphabet Inc.

Communication Services
1.16K
+ 4.41%
$149.54 - $192.66 $174K - $224K
27.6K $4.61M
Activity Summary
Buys All Purchases 147 New Holdings 14 Increased Positions 133 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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