Beaumont Capital Management, LLC Portfolio Holdings

Beaumont Capital Management, LLC

  • $136 Million
  • Q3 2024

Beaumont Capital Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 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 $14.9M, Vanguard Ftse Developed Market with a value of $6.54M, Select Sector Spdr Fund Health with a value of $6.21M, Franklin Templeton ETF Tr Libe with a value of $5.67M, and Ishares Core U.S. Aggregate Bo with a value of $5.55M.

Examining the 13F form we can see an increase of $7.87M in the current position value, from $128M to 136M.

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 $136 Million
ETFs: $136 Million
Healthcare: $31,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $136 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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