Beaumont Financial Advisors, LLC Purchases in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
376
+ 5.49%
$49.06 - $57.74 $18.4K - $21.7K
7.23K $378K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
44.3K
+ 204.24%
$27.54 - $83.04 $1.22M - $3.68M
66K $1.83M
OKE
Oneok Inc

Energy
25
+ 0.99%
$92.28 - $117.05 $2.31K - $2.93K
2.54K $255K
FTSL
First Trust Senior Ln Fund

ETFs
435
+ 5.1%
$45.9 - $46.48 $20K - $20.2K
8.96K $414K
SYY
Sysco Corp

Consumer Defensive
340
+ 11.17%
$73.63 - $81.77 $25K - $27.8K
3.38K $258K
FICO
Fair Isaac Corp

Technology
1
+ 0.3%
$1911.01 - $2382.4 $1.91K - $2.38K
335 $666K
ORCL
Oracle Corp

Technology
340
+ 3.06%
$165.41 - $192.43 $56.2K - $65.4K
11.4K $1.91M
SGOL
Abrdn Gold ETF Trust

ETFs
600
+ 3.65%
$24.46 - $26.62 $14.7K - $16K
17K $426K
ARCC
Ares Capital Corp

Financial Services
141
+ 1.34%
$20.74 - $22.27 $2.92K - $3.14K
10.7K $233K
SBUX
Starbucks Corp

Consumer Cyclical
417
+ 9.8%
$87.44 - $102.5 $36.5K - $42.7K
4.67K $425K
HTGC
Hercules Capital, Inc.

Financial Services
269
+ 2.36%
$18.53 - $20.22 $4.98K - $5.44K
11.7K $234K
GBDC
Golub Capital Bdc, Inc.

Financial Services
526
+ 3.95%
$14.69 - $15.67 $7.73K - $8.24K
13.9K $209K
PNNT
Pennantpark Investment Corp

Financial Services
804
+ 3.52%
$6.64 - $7.08 $5.34K - $5.69K
23.7K $167K
INTU
Intuit Inc

Technology
2
+ 0.26%
$602.01 - $706.25 $1.2K - $1.41K
767 $482K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.12%
$417.69 - $450.94 $1.25K - $1.35K
2.55K $1.08M
VO
Vanguard Mid Cap ETF

ETFs
17
+ 0.24%
$261.5 - $284.63 $4.45K - $4.84K
7.05K $1.86M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
119
+ 4.01%
$81.68 - $82.93 $9.72K - $9.87K
3.09K $253K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
2
+ 0.04%
$43.37 - $47.65 $86.7 - $95.3
5.37K $243K
IPGP
Ipg Photonics Corp

Technology
139
+ 4.24%
$71.88 - $85.75 $9.99K - $11.9K
3.41K $248K
ALL
Allstate Corp

Financial Services
5
+ 0.33%
$181.25 - $208.2 $906 - $1.04K
1.52K $292K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
314
+ 3.81%
$45.38 - $46.88 $14.2K - $14.7K
8.55K $389K
VBR
Vanguard Small Cap Value ETF

ETFs
35
+ 3.39%
$197.36 - $217.3 $6.91K - $7.61K
1.07K $211K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 1.54%
$216.13 - $242.4 $3.24K - $3.64K
989 $218K
RSG
Republic Services, Inc.

Industrials
7
+ 0.22%
$198.0 - $218.75 $1.39K - $1.53K
3.19K $641K
RSP
Invesco S&P 500 Equal Weight E

ETFs
58
+ 3.21%
$174.22 - $187.62 $10.1K - $10.9K
1.87K $326K
Arista Networks Inc Com Shs
3.1K
New
N/A
3.1K $0
Spdr Galaxy Transformative Tech Accelerators ETF
108K
New
N/A
108K $0
UTES
Virtus Reaves Utilities ETF
911
+ 0.88%
N/A
105K $0
Federated Hermes Total Return Bond ETF
16.2K
+ 25.95%
N/A
78.8K $0
Grayscale Bitcoin Mini Trust ETF
121K
New
N/A
121K $0
Blackrock Inc Com
1.07K
New
N/A
1.07K $0
Grayscale Ethereum Trust ETF
10.7K
New
N/A
10.7K $0
Jpmorgan Equity Focus ETF
111K
+ 31.31%
N/A
467K $0
Ge Vernova Inc Com
912
New
N/A
912 $0
Grayscale Ethereum Mini Trust ETF
12.8K
New
N/A
12.8K $0
Linde PLC Shs
573
+ 130.82%
N/A
1.01K $0
Lam Research Corp Com New
20.8K
New
N/A
20.8K $0
SMOT
Vaneck ETF Tr Morningstar Smid
837
+ 2.67%
N/A
32.2K $0
Kenvue Inc Com
155
+ 1.59%
N/A
9.89K $0
Global X 1 3 Month T Bill ETF
4.11K
New
N/A
4.11K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.04%
N/A
5.16K $209K
BBDC
Barings Bdc, Inc.

Financial Services
398
+ 2.63%
$9.27 - $10.33 $3.69K - $4.11K
15.5K $148K
WM
Waste Management Inc

Industrials
91
+ 2.26%
$201.79 - $228.46 $18.4K - $20.8K
4.13K $832K
JCPB
J P Morgan Exchange Traded Fd

ETFs
83
+ 1.6%
$46.07 - $48.17 $3.82K - $4K
5.26K $242K
TDVG
T Rowe Price Exchange Traded F

Technology
1.14K
+ 2.67%
$39.51 - $41.92 $45.2K - $48K
43.9K $1.74M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15
+ 0.1%
$51.54 - $52.55 $773 - $788
15.2K $787K
VCIT
Vanguard Intermediate Term Cor

ETFs
44
+ 0.84%
$80.13 - $83.77 $3.53K - $3.69K
5.28K $424K
SHEL
Shell PLC

Energy
38
+ 0.72%
$60.63 - $70.23 $2.3K - $2.67K
5.29K $331K
PHYS
Sprott Physical Gold Trust

Financial Services
1.37K
+ 0.81%
$19.66 - $21.66 $27K - $29.7K
171K $3.45M
Activity Summary
Buys All Purchases 192 New Holdings 35 Increased Positions 157 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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