Beaumont Financial Advisors, LLC Reduced Holdings in Q3 2025

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-1.34K
- 1.6%
$44.92 - $52.42 $60.2K - $70.2K
82.2K $4.24M
HDV
Ishares Core High Dividend ETF

ETFs
-1.07K
- 1.34%
$118.16 - $123.66 $126K - $132K
78.8K $9.65M
FDN
First Tr Fd Dow Jones

ETFs
-703
- 1.48%
$264.06 - $287.34 $186K - $202K
46.7K $13.1M
HD
Home Depot, Inc.

Consumer Cyclical
-139
- 1.27%
$357.4 - $423.42 $49.7K - $58.9K
10.8K $4.39M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-11.6K
- 4.05%
$82.96 - $95.7 $962K - $1.11M
274K $24.6M
DVY
Ishares Tr

ETFs
-1.17K
- 1.9%
$133.88 - $142.57 $157K - $167K
60.6K $8.62M
GD
General Dynamics Corp

Industrials
-331
- 3.07%
$293.92 - $341.0 $97.3K - $113K
10.5K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
-235
- 1.15%
$282.78 - $316.06 $66.5K - $74.3K
20.3K $6.4M
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.22%
$184.85 - $231.54 $4.44K - $5.56K
11.1K $2.57M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.1K
- 1.46%
$291.67 - $316.99 $322K - $350K
74.3K $22.6M
PEP
Pepsico Inc

Consumer Defensive
-1.6K
- 1.52%
$133.81 - $152.16 $213K - $243K
103K $14.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-668
- 1.14%
$459.11 - $506.91 $307K - $339K
58K $29.2M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.13K
- 2.89%
$121.35 - $144.54 $137K - $164K
38.1K $5.51M
ORCL
Oracle Corp

Technology
-100
- 0.88%
$218.96 - $328.33 $21.9K - $32.8K
11.3K $3.17M
GLDM
World Gold Trust

ETFs
-4.37K
- 4.37%
$64.73 - $76.45 $283K - $334K
95.6K $7.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.08K
- 3.36%
$567.77 - $614.76 $615K - $666K
31.1K $19.1M
BP
Bp PLC

Energy
-5.7K
- 2.13%
$30.25 - $35.69 $172K - $203K
262K $9.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.21K
- 1.26%
$62.09 - $66.51 $447K - $479K
565K $36.9M
SAMT
Advisors Inn.Circle Fd Iii Str
-61.8K
- 4.68%
$33.7 - $37.35 $2.08M - $2.31M
1.26M $46.9M
GOOG
Alphabet Inc.

Communication Services
-239
- 0.85%
$175.16 - $255.24 $41.9K - $61K
28K $6.82M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-661
- 0.79%
$201.83 - $230.93 $133K - $153K
82.5K $18.3M
VUG
Vanguard Growth ETF

ETFs
-1.17K
- 1.94%
$433.97 - $484.08 $506K - $565K
58.8K $28.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-146
- 0.16%
$215.01 - $273.02 $31.4K - $39.9K
91.7K $23M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-41
- 0.01%
$30.06 - $36.69 $1.23K - $1.5K
585K $21.5M
JNJ
Johnson & Johnson

Healthcare
-259
- 0.21%
$155.17 - $185.42 $40.2K - $48K
125K $23.2M
NVDA
Nvidia Corp

Technology
-2.91K
- 1.38%
$153.3 - $186.58 $446K - $543K
209K $38.9M
AAPL
Apple Inc.

Technology
-5.82K
- 2.1%
$202.38 - $256.87 $1.18M - $1.49M
272K $69.2M
GOOGL
Alphabet Inc.

Communication Services
-1.5K
- 0.64%
$174.36 - $254.72 $261K - $382K
234K $56.9M
Activity Summary
Buys All Purchases 153 New Holdings 26 Increased Positions 127 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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