Beaumont Financial Advisors, LLC Incresed Positions 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
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
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 13.79%
$255.18 - $283.2 $333K - $370K
10.8K $3.05M
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
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
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
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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
753
+ 3.03%
$152.9 - $180.39 $115K - $136K
25.6K $4.47M
FREL
Fidelity Covington Tr Msci Rea

ETFs
255
+ 0.54%
$25.07 - $29.94 $6.39K - $7.63K
47.3K $1.4M
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
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.07K
+ 5.02%
$67.43 - $74.23 $72.4K - $79.7K
22.5K $1.64M
PGR
Progressive Corp

Financial Services
60
+ 1.96%
$209.46 - $259.24 $12.6K - $15.6K
3.12K $792K
FICO
Fair Isaac Corp

Technology
1
+ 0.3%
$1496.51 - $1947.38 $1.5K - $1.95K
334 $649K
FSTA
Fidelity Covington Tr Msci Con

ETFs
692
+ 2.18%
$47.12 - $51.72 $32.6K - $35.8K
32.4K $1.65M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.32K
+ 29.67%
$74.85 - $82.2 $98.5K - $108K
5.75K $467K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
680
+ 5.57%
$64.57 - $71.76 $43.9K - $48.8K
12.9K $923K
PSLV
Sprott Physical Silver Trust

Financial Services
8.98K
+ 13.37%
$9.17 - $10.84 $82.3K - $97.3K
76.1K $795K
SO
Southern CO

Utilities
11
+ 0.11%
$77.0 - $90.52 $847 - $996
9.62K $867K
IWB
Ishares Tr Russell 1000 ETF

ETFs
263
+ 16.99%
$283.28 - $314.39 $74.5K - $82.7K
1.81K $569K
LLY
Eli Lilly & CO

Healthcare
243
+ 4.4%
$772.14 - $960.02 $188K - $233K
5.77K $5.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
56
+ 2.25%
$386.81 - $423.12 $21.7K - $23.7K
2.54K $1.08M
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
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