Beaumont Financial Advisors, LLC Reduced Holdings in Q3 2024

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
-327K
- 95.14%
$36.39 - $41.16 $11.9M - $13.5M
16.7K $688K
GOOGL
Alphabet Inc.

Communication Services
-3.26K
- 1.36%
$148.65 - $191.18 $485K - $624K
237K $39.4M
MSFT
Microsoft Corp

Technology
-2.61K
- 1.93%
$395.15 - $467.56 $1.03M - $1.22M
132K $57M
BP
Bp PLC

Energy
-20.6K
- 5.06%
$30.78 - $37.05 $634K - $763K
386K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.18K
- 2.49%
$161.02 - $200.0 $674K - $837K
164K $30.5M
NVDA
Nvidia Corp

Technology
-8.6K
- 4.37%
$98.91 - $134.91 $850K - $1.16M
188K $22.9M
AMT
American Tower Corp

Real Estate
-7.24K
- 66.12%
$192.27 - $242.73 $1.39M - $1.76M
3.71K $862K
EPD
Enterprise Products Partners L.P.

Energy
-38.7K
- 73.07%
$27.88 - $30.0 $1.08M - $1.16M
14.3K $415K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.36K
- 0.38%
$42.59 - $60.56 $58.1K - $82.6K
362K $18.3M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-19.4K
- 39.85%
$48.87 - $54.0 $950K - $1.05M
29.3K $1.58M
LRCX
Lam Research Corp

Technology
-27
- 1.28%
$731.56 - $1127.3 $19.8K - $30.4K
2.08K $1.69M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-684
- 1.22%
$194.69 - $239.18 $133K - $164K
55.5K $11.6M
MRK
Merck & Co., Inc.

Healthcare
-2.1K
- 8.72%
$111.15 - $128.97 $233K - $270K
21.9K $2.49M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-17.9K
- 20.81%
$20.47 - $20.71 $367K - $371K
68.2K $1.41M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-18.8K
- 20.38%
$19.2 - $19.63 $361K - $369K
73.4K $1.43M
INTC
Intel Corp

Technology
-3.31K
- 11.98%
$18.9 - $34.87 $62.5K - $115K
24.3K $570K
QCOM
Qualcomm Inc

Technology
-97
- 1.13%
$156.12 - $209.64 $15.1K - $20.3K
8.52K $1.45M
DIS
Walt Disney CO

Communication Services
-1.94K
- 7.44%
$85.6 - $98.61 $166K - $191K
24.1K $2.32M
INTU
Intuit Inc

Technology
-346
- 31.14%
$602.97 - $670.49 $209K - $232K
765 $475K
EW
Edwards Lifesciences Corp

Healthcare
-92
- 1.07%
$59.7 - $93.78 $5.49K - $8.63K
8.51K $561K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-603
- 27.14%
$531.86 - $624.21 $321K - $376K
1.62K $1M
HON
Honeywell International Inc

Industrials
-697
- 7.44%
$196.73 - $220.21 $137K - $153K
8.68K $1.79M
MA
Mastercard Inc

Financial Services
-769
- 21.04%
$429.6 - $500.99 $330K - $385K
2.89K $1.43M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-3.89K
- 10.79%
$50.15 - $51.27 $195K - $199K
32.2K $1.65M
PH
Parker Hannifin Corp

Industrials
-551
- 37.2%
$501.01 - $635.92 $276K - $350K
930 $587K
VRIG
Invesco Actively Managed ETF F

ETFs
-5.26K
- 1.49%
$25.05 - $25.21 $132K - $133K
347K $8.7M
ADBE
Adobe Inc.

Technology
-153
- 9.51%
$508.13 - $586.55 $77.7K - $89.7K
1.46K $753K
DHR
Danaher Corp

Healthcare
-752
- 28.83%
$239.25 - $280.76 $180K - $211K
1.86K $515K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.68K
- 36.2%
$81.31 - $83.29 $137K - $140K
2.97K $246K
MUB
Ishares National Muni Bond ETF

ETFs
-1.64K
- 7.22%
$106.13 - $108.7 $174K - $178K
21.1K $2.29M
XLE
Energy Sector Spdr

ETFs
-1.14K
- 15.79%
$84.35 - $93.39 $95.7K - $106K
6.06K $531K
ACN
Accenture PLC

Technology
-565
- 37.02%
$295.44 - $355.81 $167K - $201K
961 $339K
ROP
Roper Technologies Inc

Industrials
-195
- 24.01%
$515.25 - $576.55 $100K - $112K
617 $343K
CRM
Salesforce, Inc.

Technology
-563
- 21.8%
$238.42 - $276.53 $134K - $156K
2.02K $552K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.74K
- 8.25%
$92.63 - $105.69 $161K - $183K
19.3K $2.01M
XLP
Consumer Staples Sector Spdr

ETFs
-1.21K
- 4.41%
$76.04 - $76.04 $92.3K - $92.3K
26.3K $2M
AMGN
Amgen Inc

Healthcare
-448
- 9.52%
$309.38 - $337.38 $139K - $151K
4.26K $1.37M
ADP
Automatic Data Processing Inc

Industrials
-685
- 23.69%
$233.44 - $279.45 $160K - $191K
2.21K $610K
UNP
Union Pacific Corp

Industrials
-638
- 14.0%
$221.78 - $256.09 $141K - $163K
3.92K $965K
FAST
Fastenal CO

Industrials
-1.56K
- 25.89%
$62.09 - $71.83 $97K - $112K
4.47K $319K
BA
Boeing CO

Industrials
-50
- 3.22%
$152.04 - $190.6 $7.6K - $9.53K
1.5K $228K
IWD
Ishares Russell 1000 Val ETF

ETFs
-740
- 12.88%
$173.36 - $189.8 $128K - $140K
5.01K $949K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.63K
- 12.69%
$73.43 - $80.37 $120K - $131K
11.2K $902K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-600
- 9.21%
$37.45 - $52.79 $22.5K - $31.7K
5.92K $271K
GE
General Electric CO

Industrials
-806
- 22.32%
$156.66 - $189.66 $126K - $153K
2.81K $528K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.06K
- 7.19%
$107.93 - $120.23 $330K - $368K
39.5K $4.64M
GD
General Dynamics Corp

Industrials
-678
- 5.01%
$279.51 - $308.09 $190K - $209K
12.9K $3.89M
EDV
Vanguard Extended Duration Tre

ETFs
-818
- 18.5%
$70.73 - $83.52 $57.9K - $68.3K
3.6K $287K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.13K
- 12.0%
$79.92 - $88.19 $90.1K - $99.4K
8.26K $728K
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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