Beaumont Financial Advisors, LLC Purchases in Q4 2024

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
106K
New
$82.28 - $117.52 $8.71M - $12.4M
106K $8.98M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
205K
New
$35.45 - $40.33 $7.26M - $8.26M
205K $7.34M
GOOGL
Alphabet Inc.

Communication Services
1.81K
+ 0.76%
$161.86 - $196.66 $294K - $357K
239K $45.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
48.4K
+ 25.29%
$134.53 - $150.65 $6.51M - $7.29M
240K $32.5M
NVDA
Nvidia Corp

Technology
11.9K
+ 6.3%
$117.0 - $148.88 $1.39M - $1.77M
200K $26.9M
CLOI
Vaneck ETF Tr

ETFs
72.4K
+ 50.86%
$52.7 - $53.15 $3.81M - $3.85M
215K $11.3M
XLE
Energy Sector Spdr

ETFs
33.1K
+ 546.59%
$83.32 - $97.27 $2.76M - $3.22M
39.2K $3.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.1K
+ 7.08%
$61.68 - $67.87 $2.35M - $2.58M
576K $35.9M
PM
Philip Morris International Inc.

Consumer Defensive
19.5K
New
$118.38 - $133.06 $2.31M - $2.6M
19.5K $2.35M
VRIG
Invesco Actively Managed ETF F

ETFs
78.2K
+ 22.56%
$25.06 - $25.2 $1.96M - $1.97M
425K $10.7M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
92.7K
New
$18.65 - $21.2 $1.73M - $1.96M
92.7K $1.82M
TBUX
T Rowe Price Exchange Traded F

ETFs
36.4K
New
$49.52 - $49.88 $1.8M - $1.82M
36.4K $1.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.13K
+ 2.04%
$193.7 - $235.05 $219K - $266K
56.6K $13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.4K
+ 49.41%
$113.92 - $127.38 $1.3M - $1.45M
34.5K $3.97M
META
Meta Platforms, Inc.

Communication Services
635
+ 1.76%
$554.08 - $632.68 $352K - $402K
36.8K $21.7M
GLDM
World Gold Trust

ETFs
17.5K
+ 16.04%
$50.76 - $55.23 $890K - $968K
127K $6.59M
FENY
Fidelity Covington Tr Msci Ene

ETFs
30.9K
New
$23.14 - $26.91 $714K - $831K
30.9K $735K
JPM
Jpmorgan Chase & CO

Financial Services
430
+ 2.1%
$205.18 - $250.29 $88.2K - $108K
20.9K $5M
TSLA
Tesla, Inc.

Consumer Cyclical
428
+ 14.82%
$213.65 - $479.86 $91.4K - $205K
3.32K $1.34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.76K
+ 26.02%
$91.29 - $91.8 $526K - $529K
27.9K $2.55M
WMT
Walmart Inc.

Consumer Defensive
4.18K
+ 33.02%
$79.1 - $95.7 $330K - $400K
16.8K $1.52M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
905
+ 3.53%
$170.03 - $192.78 $154K - $174K
26.5K $4.91M
ITW
Illinois Tool Works Inc

Industrials
1.68K
New
$253.56 - $278.5 $425K - $467K
1.68K $425K
ASML
Asml Holding Nv

Technology
579
New
$658.43 - $872.27 $381K - $505K
579 $401K
MSI
Motorola Solutions, Inc.

Technology
828
New
$449.08 - $504.6 $372K - $418K
828 $382K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.54K
New
$148.29 - $166.93 $377K - $424K
2.54K $378K
EXPD
Expeditors International Of Washington Inc

Industrials
3.09K
New
$110.5 - $128.26 $341K - $396K
3.09K $341K
APH
Amphenol Corp

Technology
4.87K
New
$62.07 - $75.35 $302K - $367K
4.87K $338K
ADP
Automatic Data Processing Inc

Industrials
1.03K
+ 46.76%
$280.08 - $307.97 $289K - $318K
3.24K $948K
SHW
Sherwin Williams CO

Basic Materials
958
New
$338.75 - $399.71 $325K - $383K
958 $325K
VTI
Vanguard Total Stock Market Et

ETFs
858
+ 7.97%
$280.04 - $302.45 $240K - $260K
11.6K $3.37M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.98K
New
$99.11 - $112.25 $295K - $334K
2.98K $311K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.25K
New
$238.25 - $261.28 $299K - $327K
1.25K $303K
FREL
Fidelity Covington Tr Msci Rea

ETFs
15.4K
+ 32.46%
$26.61 - $29.85 $409K - $459K
62.7K $1.69M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.69K
+ 12.2%
$63.19 - $73.31 $170K - $197K
24.7K $1.7M
ACN
Accenture PLC

Technology
827
+ 86.06%
$343.9 - $376.86 $284K - $312K
1.79K $629K
SYK
Stryker Corp

Healthcare
810
+ 39.96%
$345.14 - $392.15 $280K - $318K
2.84K $1.02M
FAST
Fastenal CO

Industrials
3.99K
+ 89.33%
$69.99 - $84.35 $280K - $337K
8.47K $608K
AXP
American Express CO

Financial Services
235
+ 2.81%
$267.35 - $305.57 $62.8K - $71.8K
8.6K $2.55M
FISV
Fiserv Inc

Technology
2.21K
New
N/A
2.21K $276K
XLC
Select Sector Spdr Tr Communic

ETFs
985
+ 3.54%
$89.66 - $102.16 $88.3K - $101K
28.8K $2.79M
FDX
Fedex Corp

Industrials
933
+ 106.02%
$260.5 - $305.15 $243K - $285K
1.81K $510K
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.5K
+ 20.05%
$49.28 - $52.29 $320K - $340K
38.9K $1.92M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.4K
+ 5.78%
$24.55 - $25.16 $403K - $413K
300K $7.4M
CHKP
Check Point Software Technologies LTD

Technology
1.44K
New
$170.18 - $209.01 $244K - $300K
1.44K $267K
RNG
Ring Central, Inc.

Technology
7.48K
New
$29.83 - $41.82 $223K - $313K
7.48K $261K
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
New
$4100.99 - $5300.34 $209K - $270K
51 $253K
CRM
Salesforce, Inc.

Technology
364
+ 18.02%
$270.87 - $367.87 $98.6K - $134K
2.38K $797K
ROP
Roper Technologies Inc

Industrials
513
+ 83.14%
$519.85 - $575.95 $267K - $295K
1.13K $587K
Activity Summary
Buys All Purchases 192 New Holdings 35 Increased Positions 157 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email