Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

Beaumont Financial Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.8M, Microsoft Corp with a value of $56.5M, Ishares Core S&P 500 ETF with a value of $54.7M, Alphabet Inc. with a value of $45.3M, and Ishares Core S&P Mid Cap ETF with a value of $35.9M.

Examining the 13F form we can see an increase of $30.4M in the current position value, from $1.11B to 1.14B.

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.

Portfolio value $1.14 Billion
ETFs: $530 Million
Technology: $182 Million
Consumer Cyclical: $115 Million
Financial Services: $91.8 Million
Communication Services: $76.1 Million
Healthcare: $49 Million
Consumer Defensive: $31.3 Million
Industrials: $20.5 Million
Other: $27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Million 0.14% of portfolio
19,847
Q4 2024 Reduced 3.8%
$0
$1.55 Million 0.14% of portfolio
33,552
Q4 2024 Reduced 1.28%
$503B
$1.57 Million 0.14% of portfolio
2,984
Q4 2024 Added 3.4%
$0
$1.5 Million 0.13% of portfolio
76,968
Q4 2024 Added 4.92%
$299B
$1.44 Million 0.13% of portfolio
23,052
Q4 2024 Reduced 13.99%
$0
$1.52 Million 0.13% of portfolio
78,092
Q4 2024 Added 4.42%
$0
$1.46 Million 0.13% of portfolio
16,435
Q4 2024 Reduced 0.3%
$0
$1.43 Million 0.13% of portfolio
2,517
Q4 2024 Reduced 1.06%
$0
$1.49 Million 0.13% of portfolio
72,024
Q4 2024 Added 5.56%
$0
$1.51 Million 0.13% of portfolio
28,341
Q4 2024 Reduced 3.4%
$176B
$1.53 Million 0.13% of portfolio
9,938
Q4 2024 Added 16.67%
$174B
$1.43 Million 0.13% of portfolio
16,616
Q4 2024 Added 3.57%
$232B
$1.52 Million 0.13% of portfolio
16,832
Q4 2024 Added 33.02%
$191B
$1.35 Million 0.12% of portfolio
11,660
Q4 2024 Added 2.13%
$97.4B
$1.37 Million 0.12% of portfolio
9,254
Q4 2024 Reduced 0.03%
$789B
$1.34 Million 0.12% of portfolio
3,316
Q4 2024 Added 14.82%
$0
$1.25 Million 0.11% of portfolio
9,431
Q4 2024 Reduced 0.14%
$0
$1.26 Million 0.11% of portfolio
21,678
Q4 2024 Reduced 8.82%
$2.76B
$1.23 Million 0.11% of portfolio
24,500
Q4 2024 Reduced 0.13%
$168B
$1.15 Million 0.1% of portfolio
4,421
Q4 2024 Added 3.85%
$1.08B
$1.18 Million 0.1% of portfolio
67,516
Q4 2024 Reduced 3.49%
$0
$1.08 Million 0.1% of portfolio
2,547
Q4 2024 Added 0.12%
$177B
$1.15 Million 0.1% of portfolio
5,911
Q4 2024 Reduced 4.69%
$0
$1.11 Million 0.1% of portfolio
23,186
Q4 2024 Reduced 10.72%
$61.1B
$1.14 Million 0.1% of portfolio
4,752
Q4 2024 Added 0.36%
$0
$1.17 Million 0.1% of portfolio
25,755
Q4 2024 Added 7.39%
$24.8B
$1.17 Million 0.1% of portfolio
10,124
Q4 2024 Added 0.21%
$54.1B
$1.08 Million 0.09% of portfolio
5,193
Q4 2024 Added 0.04%
$0
$1.03 Million 0.09% of portfolio
4,297
Q4 2024 Added 6.49%
$0
$1.02 Million 0.09% of portfolio
13,537
Q4 2024 Reduced 0.66%
$140B
$1.02 Million 0.09% of portfolio
2,837
Q4 2024 Added 39.96%
$158B
$1.01 Million 0.09% of portfolio
2,022
Q4 2024 Added 0.1%
$0
$1.06 Million 0.09% of portfolio
16,765
Q3 2024 Reduced 5.42%
$0
$1 Million 0.09% of portfolio
7,869
Q4 2024 Reduced 2.76%
$205B
$1.05 Million 0.09% of portfolio
2,021
Q4 2024 Added 24.83%
$0
$1.08 Million 0.09% of portfolio
21,375
Q4 2024 Added 13.25%
$16.1B
$920,000 0.08% of portfolio
34,977
Q4 2024 Reduced 26.13%
$0
$874,000 0.08% of portfolio
33,543
Q4 2024 Added 198.56%
$0
$926,000 0.08% of portfolio
16,136
Q4 2024 Reduced 4.09%
$0
$928,000 0.08% of portfolio
33,986
Q4 2024 Added 189.69%
$146B
$927,000 0.08% of portfolio
4,067
Q4 2024 Added 3.75%
$0
$876,000 0.08% of portfolio
8,488
Q3 2024 Added 22.43%
$122B
$862,000 0.08% of portfolio
1,775
Q4 2024 Added 0.62%
$0
$916,000 0.08% of portfolio
4,952
Q4 2024 Reduced 1.06%
$121B
$948,000 0.08% of portfolio
3,239
Q4 2024 Added 46.76%
$8.89B
$879,000 0.08% of portfolio
5,185
Q3 2024 Reduced 16.17%
$0
$892,000 0.08% of portfolio
12,752
Q4 2024 Reduced 0.99%
$0
$872,000 0.08% of portfolio
6,340
Q4 2024 Reduced 10.91%
$0
$925,000 0.08% of portfolio
4,351
Q4 2024 Added 2.55%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $1.14 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 35 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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