Beaumont Financial Advisors, LLC Reduced Holdings in Q4 2025

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SAMT
Advisors Inn.Circle Fd Iii Str
-227K
- 18.04%
$37.01 - $39.14 $8.4M - $8.88M
1.03M $38.2M
MSFT
Microsoft Corp

Technology
-13.9K
- 11.37%
$496.82 - $542.07 $6.91M - $7.54M
108K $55M
AVGO
Broadcom Inc.

Technology
-18.1K
- 56.93%
$324.63 - $385.98 $5.86M - $6.97M
13.7K $4.68M
BP
Bp PLC

Energy
-171K
- 65.45%
$32.78 - $37.35 $5.62M - $6.4M
90.5K $3.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.9K
- 1.06%
$73.78 - $98.43 $214K - $286K
271K $20M
PGR
Progressive Corp

Financial Services
-14.8K
- 72.25%
$203.7 - $246.46 $3.02M - $3.66M
5.7K $1.28M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.25K
- 2.45%
$225.0 - $247.99 $506K - $557K
89.4K $20.1M
HD
Home Depot, Inc.

Consumer Cyclical
-4.08K
- 37.59%
$358.03 - $397.02 $1.46M - $1.62M
6.77K $2.42M
COST
Costco Wholesale Corp

Consumer Defensive
-1.89K
- 38.17%
$910.94 - $954.99 $1.72M - $1.8M
3.06K $2.79M
CVX
Chevron Corp

Energy
-11.1K
- 32.4%
$148.9 - $157.72 $1.66M - $1.76M
23.2K $3.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-3.86K
- 4.68%
$211.58 - $234.2 $816K - $903K
78.6K $17M
V
Visa Inc.

Financial Services
-830
- 1.3%
$325.75 - $352.42 $270K - $293K
62.8K $20.5M
TRV
Travelers Companies, Inc.

Financial Services
-3.57K
- 72.55%
$261.57 - $287.42 $933K - $1.03M
1.35K $387K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.21K
- 0.74%
$63.25 - $66.24 $266K - $279K
561K $36M
ORCL
Oracle Corp

Technology
-197
- 1.75%
$217.57 - $313.0 $42.9K - $61.7K
11.1K $2.44M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.08K
- 0.57%
$61.42 - $63.67 $189K - $196K
533K $33.1M
DVY
Ishares Tr

ETFs
-3.97K
- 6.54%
$138.1 - $143.11 $548K - $568K
56.7K $7.97M
FDN
First Tr Fd Dow Jones

ETFs
-577
- 1.24%
$269.33 - $285.7 $155K - $165K
46.1K $12.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.77K
- 12.51%
$138.56 - $147.63 $661K - $704K
33.4K $4.87M
ABBV
Abb Vie Inc.

Healthcare
-2.82K
- 25.48%
$211.96 - $244.38 $599K - $690K
8.26K $1.93M
NVDA
Nvidia Corp

Technology
-3.14K
- 1.5%
$179.83 - $207.04 $564K - $650K
205K $38.3M
SLV
I Shares Silver Trust

ETFs
-14K
- 46.74%
$42.4 - $49.17 $594K - $689K
16K $733K
MRK
Merck & Co., Inc.

Healthcare
-7.7K
- 33.83%
$82.49 - $92.93 $635K - $715K
15K $1.4M
FAST
Fastenal CO

Industrials
-6.68K
- 24.71%
$40.45 - $48.17 $270K - $322K
20.3K $822K
BAC
Bank Of America Corp

Financial Services
-9.03K
- 10.98%
$48.65 - $54.11 $439K - $489K
73.2K $3.77M
UNH
Unitedhealth Group Inc

Healthcare
-1.22K
- 35.86%
$320.52 - $369.92 $390K - $450K
2.18K $697K
HDV
Ishares Core High Dividend ETF

ETFs
-3.52K
- 4.47%
$118.22 - $122.79 $416K - $432K
75.3K $9.21M
APH
Amphenol Corp

Technology
-3.91K
- 43.31%
$121.7 - $143.85 $475K - $562K
5.11K $683K
VGSH
Vanguard

ETFs
-6.94K
- 23.74%
$58.64 - $58.96 $407K - $409K
22.3K $1.31M
RIOT
Riot Blockchain, Inc.

Technology
-13.3K
- 30.13%
$13.88 - $23.0 $184K - $306K
30.8K $429K
HON
Honeywell International Inc

Industrials
-1.22K
- 15.84%
$194.07 - $220.67 $237K - $269K
6.48K $1.27M
LMT
Lockheed Martin Corp

Industrials
-536
- 27.67%
$452.1 - $514.24 $242K - $276K
1.4K $659K
PG
Procter & Gamble CO

Consumer Defensive
-869
- 4.64%
$145.5 - $153.18 $126K - $133K
17.9K $2.61M
AMT
American Tower Corp

Real Estate
-1.23K
- 30.24%
$176.64 - $193.32 $218K - $238K
2.85K $513K
DIS
Walt Disney CO

Communication Services
-1.28K
- 8.38%
$105.69 - $116.65 $136K - $150K
14K $1.48M
FICO
Fair Isaac Corp

Technology
-199
- 59.05%
$1512.71 - $1879.55 $301K - $374K
138 $240K
RTX
Raytheon Technologies Corp

Industrials
-1.86K
- 17.54%
$157.0 - $179.44 $292K - $334K
8.76K $1.54M
MA
Mastercard Inc

Financial Services
-221
- 5.88%
$536.85 - $580.45 $119K - $128K
3.54K $1.9M
SUB
Ishares Short Term National Mu

ETFs
-1.9K
- 26.08%
$106.22 - $106.81 $202K - $203K
5.39K $573K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.05K
- 11.97%
$50.33 - $50.81 $204K - $206K
29.8K $1.51M
XOM
Exxon Mobil Corp

Energy
-2.51K
- 12.19%
$110.64 - $119.78 $277K - $300K
18K $2.12M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-12.2K
- 19.81%
$13.28 - $14.41 $163K - $177K
49.6K $688K
ADP
Automatic Data Processing Inc

Industrials
-30
- 0.7%
$250.9 - $292.94 $7.53K - $8.79K
4.28K $1.07M
VRIG
Invesco Actively Managed ETF F

ETFs
-7.8K
- 2.41%
$25.05 - $25.16 $195K - $196K
316K $7.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-318
- 8.22%
$589.5 - $635.77 $187K - $202K
3.55K $2.14M
AZO
Autozone Inc

Consumer Cyclical
-34
- 33.33%
$3576.14 - $4253.71 $122K - $145K
68 $262K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.53K
- 9.61%
$88.13 - $92.69 $135K - $142K
14.4K $1.29M
GLD
Spdr Gold Trust

ETFs
-597
- 17.06%
$354.79 - $403.15 $212K - $241K
2.9K $1.09M
CI
Cigna Corp

Healthcare
-460
- 31.57%
$244.41 - $311.0 $112K - $143K
997 $270K
Activity Summary
Buys All Purchases 166 New Holdings 25 Increased Positions 141 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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