Beaumont Capital Management, LLC Portfolio Holdings

Beaumont Capital Management, LLC

  • $130 Million
  • Q4 2024

Beaumont Capital Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $14.6M, Vanguard Ftse Developed Market with a value of $6.19M, Utilities Sector Spdr with a value of $5.83M, Financial Sector Spdr with a value of $5.82M, and Technology Sector Spdr with a value of $5.73M.

Examining the 13F form we can see an decrease of $6.22M in the current position value, from $136M to 130M.

Beaumont Capital Management, LLC is based out at Boston, MA

Below you can find more details about Beaumont Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $130 Million
Healthcare: $23,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $130 Million
  • Prior Value $136 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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