Beaumont Financial Advisors, LLC Purchases in Q3 2024

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.19K
+ 0.63%
$51.29 - $56.57 $164K - $181K
506K $28.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
18.9K
+ 578.6%
$91.42 - $91.82 $1.73M - $1.73M
22.1K $2.03M
VT
Vanguard Total World Stk Index

ETFs
645
+ 0.45%
$107.72 - $119.96 $69.5K - $77.4K
143K $17.1M
DGRO
Ishares Core Dividend Growth E

ETFs
597
+ 0.32%
$57.47 - $62.76 $34.3K - $37.5K
185K $11.6M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
17.3K
New
$50.64 - $55.7 $876K - $963K
17.3K $963K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.73K
+ 1.71%
$53.41 - $57.9 $199K - $216K
222K $12.8M
AEP
American Electric Power CO Inc

Utilities
48
+ 0.08%
$87.11 - $104.95 $4.18K - $5.04K
59.2K $6.07M
GLDM
World Gold Trust

ETFs
1.24K
+ 1.15%
$46.2 - $53.01 $57.4K - $65.9K
109K $5.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.05K
+ 22.69%
$100.3 - $100.74 $707K - $710K
38.1K $3.84M
SAMT
Advisors Inn.Circle Fd Iii Str
1.79K
+ 0.45%
$25.22 - $27.75 $45K - $49.5K
402K $11.2M
AVGO
Broadcom Inc.

Technology
32.9K
+ 902.3%
$136.27 - $1745.86 $4.49M - $57.5M
36.6K $6.31M
IBM
International Business Machines Corp

Technology
8
+ 0.09%
$175.1 - $223.38 $1.4K - $1.79K
8.95K $1.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
472
+ 10.59%
$517.38 - $573.86 $244K - $271K
4.93K $2.83M
VO
Vanguard Mid Cap ETF

ETFs
885
+ 14.4%
$237.84 - $263.83 $210K - $233K
7.03K $1.85M
MO
Altria Group, Inc.

Consumer Defensive
6.85K
New
$45.95 - $54.71 $315K - $375K
6.85K $349K
SHEL
Shell PLC

Energy
5.25K
New
$65.65 - $73.28 $345K - $385K
5.25K $346K
COST
Costco Wholesale Corp

Consumer Defensive
173
+ 3.42%
$801.83 - $917.05 $139K - $159K
5.23K $4.64M
ORCL
Oracle Corp

Technology
25
+ 0.23%
$125.9 - $170.35 $3.15K - $4.26K
11.1K $1.89M
ABBV
Abb Vie Inc.

Healthcare
68
+ 0.62%
$163.84 - $199.33 $11.1K - $13.6K
11.1K $2.19M
TSLA
Tesla, Inc.

Consumer Cyclical
566
+ 24.38%
$191.76 - $263.26 $109K - $149K
2.89K $755K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3.18K
+ 13.21%
$48.71 - $54.57 $155K - $173K
27.2K $1.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.08K
+ 17.52%
$76.94 - $79.54 $237K - $245K
20.6K $1.64M
EBC
Eastern Bankshares, Inc.

Financial Services
486
+ 0.44%
$13.69 - $17.09 $6.65K - $8.31K
112K $1.83M
DBND
Doubleline ETF Tr Opportunisti

ETFs
4.99K
+ 26.25%
$44.93 - $47.6 $224K - $237K
24K $1.14M
XLY
Select Sector Spdr Consumer Di

ETFs
589
+ 7.47%
$170.05 - $200.86 $100K - $118K
8.47K $1.7M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.82K
+ 9.84%
$64.53 - $72.17 $117K - $131K
20.3K $1.46M
FQAL
Fidelity Covington Tr Quality

ETFs
3.94K
New
$58.92 - $64.9 $232K - $255K
3.94K $255K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
156
+ 0.68%
$105.53 - $118.34 $16.5K - $18.5K
23.1K $2.7M
TDVG
T Rowe Price Exchange Traded F

Technology
3.41K
+ 8.66%
$37.87 - $40.96 $129K - $140K
42.8K $1.75M
DE
Deere & CO

Industrials
24
+ 0.47%
$344.84 - $418.0 $8.28K - $10K
5.12K $2.14M
XLC
Select Sector Spdr Tr Communic

ETFs
1.15K
+ 4.32%
$82.16 - $90.4 $94.7K - $104K
27.9K $2.52M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.35K
New
$61.47 - $67.36 $206K - $226K
3.35K $225K
HTGC
Hercules Capital, Inc.

Financial Services
11.4K
New
$17.71 - $21.67 $202K - $247K
11.4K $224K
KO
Coca Cola CO

Consumer Defensive
12
+ 0.04%
$62.69 - $73.01 $752 - $876
26.8K $1.93M
BLK
Black Rock Inc.

Financial Services
56
+ 5.56%
$782.27 - $949.51 $43.8K - $53.2K
1.06K $1.01M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.75K
+ 2.12%
$31.97 - $37.3 $120K - $140K
181K $6.46M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.7K
New
$110.06 - $128.44 $187K - $218K
1.7K $215K
TRMB
Trimble Inc.

Technology
3.41K
New
$49.82 - $62.06 $170K - $212K
3.41K $211K
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
New
$179.99 - $201.6 $186K - $208K
1.03K $207K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
753
+ 3.03%
$152.9 - $180.39 $115K - $136K
25.6K $4.47M
IYJ
Ishares Tr

ETFs
1.53K
New
$118.32 - $133.67 $182K - $205K
1.53K $205K
FREL
Fidelity Covington Tr Msci Rea

ETFs
255
+ 0.54%
$25.07 - $29.94 $6.39K - $7.63K
47.3K $1.4M
DUK
Duke Energy Corp

Utilities
1.74K
New
$99.35 - $117.71 $173K - $205K
1.74K $200K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
184
+ 0.06%
$24.39 - $25.28 $4.49K - $4.65K
284K $7.13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.01K
+ 4.82%
$57.69 - $64.56 $58.5K - $65.5K
22.1K $1.41M
CLOI
Vaneck ETF Tr

ETFs
3.2K
+ 2.3%
$52.65 - $53.04 $169K - $170K
142K $7.55M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.07%
$194.9 - $224.8 $2.92K - $3.37K
20.4K $4.31M
XLV
Select Sector Spdr Fund Health

ETFs
784
+ 12.38%
$143.3 - $157.24 $112K - $123K
7.12K $1.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.56K
+ 22.43%
$85.48 - $98.39 $133K - $153K
8.49K $819K
Activity Summary
Buys All Purchases 147 New Holdings 14 Increased Positions 133 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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