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
Fidelity Fundamental Global Ex U.S. ETF
1.68K
+ 0.24%
N/A
690K $0
Amplify Cybersecurity ETF
100
+ 3.19%
N/A
3.24K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.03%
$100.8 - $103.83 $202 - $208
6.86K $705K
EMR
Emerson Electric CO

Industrials
51
+ 2.22%
$126.01 - $140.03 $6.43K - $7.14K
2.35K $299K
PNNT
Pennantpark Investment Corp

Financial Services
679
+ 2.56%
$6.37 - $6.63 $4.33K - $4.5K
27.2K $175K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
284
+ 1.05%
$17.44 - $18.04 $4.95K - $5.12K
27.4K $480K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16
+ 0.05%
$26.44 - $27.53 $423 - $440
33.1K $901K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
402
+ 10.3%
$54.04 - $66.33 $21.7K - $26.7K
4.31K $232K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
214
+ 1.3%
$54.74 - $57.0 $11.7K - $12.2K
16.7K $923K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.01%
$79.55 - $80.13 $79.6 - $80.1
18.2K $1.45M
ADI
Analog Devices Inc

Technology
23
+ 2.72%
$225.32 - $246.37 $5.18K - $5.67K
868 $199K
C
Citigroup Inc

Financial Services
32
+ 0.82%
$93.93 - $102.87 $3.01K - $3.29K
3.94K $387K
SCHW
Schwab Charles Corp

Financial Services
22
+ 0.75%
$91.91 - $97.71 $2.02K - $2.15K
2.94K $269K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5
+ 0.03%
$27.17 - $28.65 $136 - $143
19.2K $527K
HTGC
Hercules Capital, Inc.

Financial Services
321
+ 2.56%
$16.7 - $18.75 $5.36K - $6.02K
12.8K $225K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
1
+ 0.02%
$48.87 - $52.76 $48.9 - $52.8
5.37K $262K
NFLX
Netflix Inc

Communication Services
4.8K
+ 963.86%
$110.29 - $1241.35 $529K - $5.96M
5.3K $584K
INTU
Intuit Inc

Technology
27
+ 3.19%
$641.79 - $683.39 $17.3K - $18.5K
874 $564K
HPE
Hewlett Packard Enterprise CO

Technology
34
+ 0.4%
$22.5 - $26.25 $765 - $893
8.45K $192K
PLTR
Palantir Technologies Inc.

Technology
59
+ 2.03%
$172.14 - $207.18 $10.2K - $12.2K
2.97K $515K
ADBE
Adobe Inc.

Technology
19
+ 2.36%
$325.07 - $359.91 $6.18K - $6.84K
824 $267K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.09%
$279.53 - $300.15 $280 - $300
1.16K $329K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.0%
$4804.01 - $5424.55 $9.61K - $10.8K
52 $249K
SO
Southern CO

Utilities
167
+ 1.96%
$90.58 - $99.72 $15.1K - $16.7K
8.69K $786K
PM
Philip Morris International Inc.

Consumer Defensive
1.09K
+ 5.35%
$144.33 - $160.86 $157K - $175K
21.4K $3.28M
FREL
Fidelity Covington Tr Msci Rea

ETFs
147
+ 0.28%
$26.82 - $28.15 $3.94K - $4.14K
53.3K $1.45M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21
+ 0.03%
$28.9 - $30.17 $607 - $634
60K $1.75M
IRM
Iron Mountain Inc

Real Estate
9
+ 0.32%
$91.37 - $106.46 $822 - $958
2.83K $258K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.19%
$330.74 - $354.45 $1.32K - $1.42K
2.15K $713K
BA
Boeing CO

Industrials
3
+ 0.21%
$191.81 - $225.32 $575 - $676
1.44K $276K
WM
Waste Management Inc

Industrials
1
+ 0.03%
$196.77 - $219.98 $197 - $220
3.15K $659K
T
At&T Inc.

Communication Services
32
+ 0.21%
$24.44 - $27.55 $782 - $882
15.2K $386K
ICE
Intercontinental Exchange, Inc.

Financial Services
86
+ 1.96%
$145.59 - $162.64 $12.5K - $14K
4.47K $680K
XLC
Select Sector Spdr Tr Communic

ETFs
36
+ 0.39%
$111.33 - $117.16 $4.01K - $4.22K
9.26K $1.03M
DASH
Door Dash, Inc.

Communication Services
44
+ 3.93%
$195.21 - $281.74 $8.59K - $12.4K
1.17K $241K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
8
+ 0.03%
$49.2 - $52.74 $394 - $422
27.7K $1.39M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2
+ 0.01%
$97.86 - $103.65 $196 - $207
15.1K $1.49M
TSLA
Tesla, Inc.

Consumer Cyclical
118
+ 3.05%
$401.99 - $468.37 $47.4K - $55.3K
3.98K $1.63M
BX
Blackstone Inc.

Financial Services
12
+ 0.41%
$138.42 - $168.45 $1.66K - $2.02K
2.95K $408K
META
Meta Platforms, Inc.

Communication Services
4.06K
+ 11.11%
$609.01 - $751.67 $2.47M - $3.05M
40.6K $24.8M
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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