Beaumont Financial Advisors, LLC Incresed Positions in Q3 2024

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
4
+ 0.23%
$316.8 - $391.12 $1.27K - $1.56K
1.74K $679K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
177
+ 2.24%
$117.9 - $128.2 $20.9K - $22.7K
8.09K $1.04M
AFL
Aflac Inc

Financial Services
187
+ 5.35%
$88.52 - $111.8 $16.6K - $20.9K
3.68K $411K
SBUX
Starbucks Corp

Consumer Cyclical
180
+ 4.42%
$72.51 - $98.6 $13.1K - $17.7K
4.26K $414K
IWF
Ishares Russell 1000 Gr ETF

ETFs
54
+ 0.77%
$332.02 - $382.76 $17.9K - $20.7K
7.11K $2.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
106
+ 2.44%
$434.77 - $502.96 $46.1K - $53.3K
4.44K $2.17M
CEG
Constellation Energy Corp

Utilities
6
+ 0.4%
$167.08 - $262.86 $1K - $1.58K
1.5K $390K
BND
Vanguard Bd Index Fd Inc Total

ETFs
183
+ 0.74%
$71.45 - $75.64 $13.1K - $13.8K
25K $1.88M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.08%
$523.84 - $572.02 $1.05K - $1.14K
2.54K $1.45M
MMM
3 M CO

Industrials
20
+ 0.88%
$99.69 - $139.42 $1.99K - $2.79K
2.28K $311K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
48
+ 0.69%
$95.1 - $106.76 $4.56K - $5.12K
7K $746K
PAYX
Paychex Inc

Industrials
301
+ 12.63%
$116.17 - $135.19 $35K - $40.7K
2.68K $360K
GLD
Spdr Gold Trust

ETFs
11
+ 0.5%
$215.56 - $246.98 $2.37K - $2.72K
2.2K $534K
ES
Eversource Energy

Utilities
23
+ 0.46%
$56.52 - $68.38 $1.3K - $1.57K
5.01K $340K
SGOL
Abrdn Gold ETF Trust

ETFs
300
+ 1.86%
$22.26 - $25.51 $6.68K - $7.65K
16.4K $412K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
603
+ 4.13%
$51.02 - $52.74 $30.8K - $31.8K
15.2K $800K
VZ
Verizon Communications Inc

Communication Services
705
+ 13.68%
$38.89 - $45.0 $27.4K - $31.7K
5.86K $263K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
520
+ 8.73%
$41.02 - $46.01 $21.3K - $23.9K
6.48K $294K
RSP
Invesco S&P 500 Equal Weight E

ETFs
123
+ 7.3%
$162.83 - $179.16 $20K - $22K
1.81K $323K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
80
+ 0.19%
$49.93 - $51.15 $3.99K - $4.09K
42.4K $2.17M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
128
+ 2.69%
$83.76 - $91.82 $10.7K - $11.8K
4.88K $445K
NSC
Norfolk Southern Corp

Industrials
15
+ 1.18%
$213.75 - $259.69 $3.21K - $3.9K
1.29K $319K
ALL
Allstate Corp

Financial Services
1
+ 0.07%
$158.43 - $192.86 $158 - $193
1.51K $287K
BSX
Boston Scientific Corp

Healthcare
49
+ 0.82%
$72.96 - $84.0 $3.58K - $4.12K
6.05K $506K
SYK
Stryker Corp

Healthcare
5
+ 0.25%
$315.94 - $371.96 $1.58K - $1.86K
2.03K $732K
STE
Steris PLC

Healthcare
4
+ 0.22%
$213.51 - $247.14 $854 - $989
1.86K $450K
CL
Colgate Palmolive CO

Consumer Defensive
14
+ 0.23%
$95.54 - $108.77 $1.34K - $1.52K
6.19K $642K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.05%
$69.44 - $84.76 $139 - $170
3.77K $309K
EMLP
First Tr Exchange Traded Iv

ETFs
5
+ 0.04%
$30.38 - $34.0 $152 - $170
13.2K $442K
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.09%
$185.93 - $206.64 $744 - $827
4.24K $876K
ECL
Ecolab Inc.

Basic Materials
6
+ 0.28%
$228.86 - $255.76 $1.37K - $1.53K
2.12K $539K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 1.35%
$459.02 - $510.25 $4.59K - $5.1K
750 $371K
PLD
Prologis, Inc.

Real Estate
47
+ 2.35%
$111.95 - $132.43 $5.26K - $6.22K
2.04K $258K
QUAL
Ishares Msci Usa Quality Facto

ETFs
67
+ 3.0%
$162.64 - $179.3 $10.9K - $12K
2.3K $412K
NFLX
Netflix Inc

Communication Services
23
+ 6.39%
$598.55 - $722.26 $13.8K - $16.6K
383 $271K
ETN
Eaton Corp PLC

Industrials
17
+ 1.35%
$272.52 - $333.02 $4.63K - $5.66K
1.27K $421K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 1.13%
$416.14 - $494.01 $2.5K - $2.96K
538 $264K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29
+ 0.49%
$58.03 - $65.37 $1.68K - $1.9K
5.92K $382K
OKE
Oneok Inc

Energy
23
+ 0.92%
$78.62 - $95.27 $1.81K - $2.19K
2.52K $229K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1
+ 0.01%
$39.37 - $41.68 $39.4 - $41.7
15.6K $647K
PFE
Pfizer Inc

Healthcare
295
+ 1.79%
$27.7 - $31.39 $8.17K - $9.26K
16.8K $486K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
383
+ 2.07%
$50.25 - $50.74 $19.2K - $19.4K
18.9K $957K
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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
23
+ 0.67%
$90.87 - $102.43 $2.09K - $2.36K
3.47K $343K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26
+ 0.55%
$96.25 - $101.98 $2.5K - $2.65K
4.71K $477K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
125
+ 1.62%
$63.74 - $73.47 $7.97K - $9.18K
7.82K $560K
VCIT
Vanguard Intermediate Term Cor

ETFs
32
+ 0.61%
$79.29 - $84.02 $2.54K - $2.69K
5.24K $438K
MS
Morgan Stanley

Financial Services
5
+ 0.23%
$92.07 - $106.96 $460 - $535
2.19K $228K
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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