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
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
165
+ 0.51%
$37.0 - $39.93 $6.11K - $6.59K
32.7K $1.27M
AMAT
Applied Materials Inc

Technology
27
+ 2.35%
$209.95 - $240.89 $5.67K - $6.5K
1.18K $268K
MCK
Mckesson Corp

Healthcare
1
+ 0.24%
$738.06 - $859.37 $738 - $859
424 $357K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.0%
$25.85 - $27.19 $77.6 - $81.6
145K $3.86M
TDVG
T Rowe Price Exchange Traded F

Technology
351
+ 0.8%
$43.17 - $44.88 $15.2K - $15.8K
44.3K $1.96M
XLP
Consumer Staples Sector Spdr

ETFs
391
+ 1.61%
N/A
24.7K $1.88M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.84K
+ 12.58%
$13.33 - $14.31 $24.5K - $26.3K
16.5K $228K
QCOM
Qualcomm Inc

Technology
109
+ 0.87%
$153.59 - $187.68 $16.7K - $20.5K
12.6K $2.1M
BSX
Boston Scientific Corp

Healthcare
25
+ 0.64%
$94.95 - $104.98 $2.37K - $2.62K
3.9K $400K
ARCC
Ares Capital Corp

Financial Services
1.19K
+ 10.7%
$18.9 - $20.61 $22.5K - $24.5K
12.3K $248K
CEG
Constellation Energy Corp

Utilities
16
+ 1.08%
$335.74 - $401.43 $5.37K - $6.42K
1.49K $505K
BMY
Bristol Myers Squibb CO

Healthcare
106
+ 1.18%
$42.6 - $49.08 $4.52K - $5.2K
9.09K $425K
FQAL
Fidelity Covington Tr Quality

ETFs
244
+ 6.4%
$73.0 - $76.03 $17.8K - $18.6K
4.05K $301K
AFL
Aflac Inc

Financial Services
59
+ 1.58%
$105.7 - $115.01 $6.24K - $6.79K
3.8K $434K
BND
Vanguard Bd Index Fd Inc Total

ETFs
274
+ 1.06%
$74.09 - $75.1 $20.3K - $20.6K
26.1K $1.94M
ITA
Ishares Tr

ETFs
100
+ 5.08%
$205.04 - $218.9 $20.5K - $21.9K
2.07K $426K
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.07%
$239.57 - $253.74 $719 - $761
4.06K $1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
522
+ 0.71%
$19.7 - $19.78 $10.3K - $10.3K
74.5K $1.47M
HWM
Howmet Aerospace Inc.

Industrials
12
+ 1.0%
$184.09 - $209.74 $2.21K - $2.52K
1.21K $246K
SPGI
S&P Global Inc.

Financial Services
12
+ 0.68%
$472.05 - $502.96 $5.66K - $6.04K
1.78K $870K
SRE
Sempra Energy

Utilities
31
+ 1.02%
$89.26 - $94.01 $2.77K - $2.91K
3.06K $281K
VBR
Vanguard Small Cap Value ETF

ETFs
56
+ 5.54%
$201.42 - $211.15 $11.3K - $11.8K
1.07K $219K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
259
+ 0.35%
$19.54 - $19.6 $5.06K - $5.08K
74.1K $1.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.14%
$199.44 - $208.01 $1.4K - $1.46K
4.97K $1.02M
BBDC
Barings Bdc, Inc.

Financial Services
495
+ 2.89%
$8.41 - $9.15 $4.16K - $4.53K
17.6K $157K
XLI
Industrial Sector Spdr

ETFs
183
+ 1.92%
$149.9 - $155.79 $27.4K - $28.5K
9.74K $1.48M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13
+ 0.28%
$78.97 - $83.03 $1.03K - $1.08K
4.71K $382K
DBND
Doubleline ETF Tr Opportunisti

ETFs
192
+ 0.73%
$46.27 - $46.9 $8.88K - $9K
26.4K $1.22M
ORCC
Owl Rock Capital Corp

Financial Services
307
+ 2.9%
N/A
10.9K $145K
EMLP
First Tr Exchange Traded Iv

ETFs
2
+ 0.02%
$37.38 - $38.54 $74.8 - $77.1
13.1K $505K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
57
+ 1.28%
$48.64 - $48.99 $2.77K - $2.79K
4.52K $220K
SBUX
Starbucks Corp

Consumer Cyclical
11
+ 0.25%
$78.46 - $87.26 $863 - $960
4.41K $373K
WFC
Wells Fargo & Company

Financial Services
44
+ 1.23%
$77.62 - $87.3 $3.42K - $3.84K
3.63K $302K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
163
+ 0.41%
$47.45 - $47.71 $7.73K - $7.78K
39.7K $1.88M
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.18%
$101.18 - $109.03 $3.44K - $3.71K
18.7K $1.92M
Sprott Active Gold & Silver Miners ETF
7K
+ 30.36%
N/A
30K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.04%
N/A
5.17K $209K
Jpmorgan Active Bond ETF
481
+ 4.28%
N/A
11.7K $0
Spdr Ssga Ig Public & Private Credit ETF
11.7K
+ 75.31%
N/A
27.3K $0
SGDM
Sprott ETF Tr Gold Miners ETF
261
+ 3.41%
N/A
7.91K $0
QTUM
ETF Ser Solutions Defiance Qua
50
+ 1.79%
N/A
2.85K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.57K
+ 0.93%
N/A
496K $0
Global X 1 3 Month T Bill ETF
53
+ 1.01%
N/A
5.3K $0
Jpmorgan U.S. Tech Leaders ETF
104
+ 3.33%
N/A
3.23K $0
Vistashares Target 15 Berkshire Select Income ETF
47.7K
+ 6.16%
N/A
821K $0
JGRO
J P Morgan Exchange Traded Fd
758
+ 0.21%
N/A
356K $0
Vistashares Artificial Intelligence Supercycle ETF
472
+ 0.23%
N/A
205K $0
PLNT
Planet Fitness, Inc.

Consumer Cyclical
24
+ 1.18%
$89.98 - $107.11 $2.16K - $2.57K
2.06K $211K
First Trust Wcm International Equity ETF
1.69K
+ 0.22%
N/A
771K $0
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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