Beaumont Financial Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 349 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.5M, Microsoft Corp with a value of $57M, Ishares Core S&P 500 ETF with a value of $54.4M, Alphabet Inc. with a value of $39.4M, and Ishares Core S&P Mid Cap ETF with a value of $33.5M.
Examining the 13F form we can see an increase of $2.84M in the current position value, from $1.1B to 1.11B.
Beaumont Financial Advisors, LLC is based out at Needham, DE
Below you can find more details about Beaumont Financial Advisors, LLC portfolio as well as his latest detailed transactions.
