Beaumont Financial Advisors, LLC Incresed Positions in Q4 2025

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
439K
+ 1074.7%
$100.37 - $100.72 $44.1M - $44.3M
480K $48.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34.8K
+ 18.08%
$91.46 - $91.76 $3.18M - $3.19M
227K $20.8M
XLK
Technology Sector Spdr

ETFs
6.04K
+ 180.95%
$278.39 - $304.13 $1.68M - $1.84M
9.38K $2.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.04K
+ 0.35%
$36.51 - $41.12 $74.3K - $83.7K
587K $22.9M
GOOG
Alphabet Inc.

Communication Services
564
+ 2.01%
$237.49 - $291.74 $134K - $165K
28.6K $8.16M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
7.32K
+ 2.73%
$43.89 - $49.2 $321K - $360K
275K $13.1M
G
Genpact LTD

Technology
13.4K
+ 19.56%
$37.89 - $45.54 $509K - $611K
82K $3.68M
PHYS
Sprott Physical Gold Trust

Financial Services
13.2K
+ 7.77%
$29.62 - $33.31 $391K - $440K
183K $5.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.6K
+ 94.42%
$50.57 - $50.77 $635K - $638K
25.9K $1.31M
AMD
Advanced Micro Devices Inc

Technology
279
+ 4.03%
$164.01 - $264.33 $45.8K - $73.7K
7.2K $1.73M
AEP
American Electric Power CO Inc

Utilities
112
+ 0.19%
$112.75 - $122.73 $12.6K - $13.7K
60.1K $7.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
10.8K
+ 4.58%
$136.54 - $144.07 $1.47M - $1.55M
246K $33.8M
VB
Vanguard Small Cap ETF

ETFs
2.1K
+ 33.77%
$248.1 - $260.08 $521K - $546K
8.32K $2.08M
XLY
Select Sector Spdr Consumer Di

ETFs
2.13K
+ 183.62%
$228.75 - $242.18 $487K - $516K
3.29K $759K
NEE
Nextera Energy Inc

Utilities
883
+ 2.58%
$78.18 - $86.03 $69K - $76K
35.2K $3.02M
GLDM
World Gold Trust

ETFs
1
+ 0.0%
$76.32 - $86.69 $76.3 - $86.7
95.6K $7.73M
XLV
Select Sector Spdr Fund Health

ETFs
1.7K
+ 30.76%
$141.95 - $152.82 $241K - $259K
7.21K $1.09M
ABT
Abbott Laboratories

Healthcare
3.1K
+ 15.15%
$123.62 - $134.59 $383K - $417K
23.5K $3.06M
XLU
Utilities Sector Spdr

ETFs
3.52K
+ 99.97%
$87.89 - $92.9 $309K - $327K
7.04K $624K
AMGN
Amgen Inc

Healthcare
52
+ 1.24%
$290.13 - $341.71 $15.1K - $17.8K
4.26K $1.46M
VO
Vanguard Mid Cap ETF

ETFs
1.01K
+ 14.62%
$286.27 - $296.23 $288K - $298K
7.89K $2.27M
JPIE
J P Morgan Exchange Traded Fd
5.11K
+ 43.84%
$46.18 - $46.47 $236K - $238K
16.8K $775K
DGRO
Ishares Core Dividend Growth E

ETFs
2.2K
+ 1.12%
$66.93 - $69.17 $147K - $152K
199K $13.6M
CSCO
Cisco Systems, Inc.

Technology
1.26K
+ 13.03%
$67.46 - $78.0 $84.9K - $98.2K
10.9K $849K
IEFA
Ishares Tr

ETFs
1.96K
+ 68.96%
$86.09 - $89.88 $169K - $176K
4.81K $426K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
142
+ 2.19%
$325.34 - $368.61 $46.2K - $52.3K
6.63K $2.29M
WCN
Waste Connections, Inc.

Industrials
2.28K
+ 7.65%
$165.31 - $178.47 $377K - $407K
32.1K $5.41M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.02K
+ 30.8%
$101.39 - $114.39 $103K - $117K
4.33K $493K
MU
Micron Technology Inc

Technology
184
+ 13.34%
$181.6 - $253.3 $33.4K - $46.6K
1.56K $385K
CAT
Caterpillar Inc

Industrials
9
+ 0.47%
$480.82 - $585.49 $4.33K - $5.27K
1.93K $1.07M
VV
Vanguard Large Cap ETF

ETFs
326
+ 2.76%
$301.9 - $317.98 $98.4K - $104K
12.1K $3.77M
DE
Deere & CO

Industrials
67
+ 1.44%
$439.11 - $480.78 $29.4K - $32.2K
4.72K $2.25M
XLE
Energy Sector Spdr

ETFs
1.07K
+ 21.32%
$85.22 - $92.02 $90.8K - $98.1K
6.07K $558K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
179
+ 6.79%
$454.87 - $482.76 $81.4K - $86.4K
2.82K $1.33M
DHR
Danaher Corp

Healthcare
21
+ 0.47%
$202.46 - $223.01 $4.25K - $4.68K
4.47K $984K
VTV
Vanguard Value ETF

ETFs
405
+ 1.24%
$182.87 - $189.72 $74.1K - $76.8K
33.1K $6.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
349
+ 24.53%
$242.67 - $261.79 $84.7K - $91.4K
1.77K $444K
PSTG
Pure Storage, Inc.

Technology
1.04K
+ 30.6%
$83.96 - $98.7 $87K - $102K
4.42K $374K
ISRG
Intuitive Surgical Inc

Healthcare
39
+ 6.38%
$429.59 - $576.2 $16.8K - $22.5K
650 $355K
PH
Parker Hannifin Corp

Industrials
2
+ 0.21%
$716.66 - $857.93 $1.43K - $1.72K
958 $797K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
65
+ 0.63%
$34.6 - $42.39 $2.25K - $2.76K
10.4K $428K
RSP
Invesco S&P 500 Equal Weight E

ETFs
335
+ 20.79%
$185.12 - $192.11 $62K - $64.4K
1.95K $364K
SNOW
Snowflake Inc.

Technology
59
+ 4.71%
$230.55 - $277.14 $13.6K - $16.4K
1.31K $337K
SIVR
Abrdn Silver ETF Trust

ETFs
700
+ 13.21%
$44.53 - $51.56 $31.2K - $36.1K
6K $289K
ASML
Asml Holding Nv

Technology
16
+ 2.67%
$936.19 - $1075.45 $15K - $17.2K
616 $628K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.05K
+ 2.69%
$56.0 - $57.6 $58.7K - $60.4K
40.1K $2.27M
SHEL
Shell PLC

Energy
231
+ 4.29%
$71.37 - $77.01 $16.5K - $17.8K
5.62K $425K
MGK
Vanguard Mega Cap Growth ETF

ETFs
60
+ 3.37%
$394.96 - $425.89 $23.7K - $25.6K
1.84K $751K
INTC
Intel Corp

Technology
458
+ 2.66%
$34.71 - $41.53 $15.9K - $19K
17.7K $612K
Activity Summary
Buys All Purchases 166 New Holdings 25 Increased Positions 141 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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