Beaumont Financial Advisors, LLC Reduced Holdings in Q3 2024

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-743
- 3.31%
$75.47 - $83.18 $56.1K - $61.8K
21.7K $1.8M
XLU
Utilities Sector Spdr

ETFs
-8
- 0.17%
$67.67 - $80.78 $541 - $646
4.62K $372K
CSCO
Cisco Systems, Inc.

Technology
-38
- 0.36%
$44.74 - $53.22 $1.7K - $2.02K
10.4K $554K
XLF
Financial Sector Spdr

ETFs
-295
- 1.7%
$40.84 - $45.74 $12K - $13.5K
17.1K $773K
IBB
Ishares Biotechnology ETF

ETFs
-130
- 1.36%
$135.09 - $149.47 $17.6K - $19.4K
9.44K $1.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.41K
- 2.61%
$54.98 - $59.51 $77.6K - $84K
52.7K $3.14M
SLV
I Shares Silver Trust

ETFs
-480
- 1.0%
$24.33 - $29.38 $11.7K - $14.1K
47.3K $1.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-533
- 8.61%
$57.22 - $80.08 $30.5K - $42.7K
5.66K $441K
BMY
Bristol Myers Squibb CO

Healthcare
-624
- 5.09%
$39.66 - $51.75 $24.7K - $32.3K
11.6K $601K
VV
Vanguard Large Cap ETF

ETFs
-70
- 0.65%
$236.92 - $263.4 $16.6K - $18.4K
10.6K $2.8M
PG
Procter & Gamble CO

Consumer Defensive
-149
- 0.77%
$160.76 - $177.82 $24K - $26.5K
19.3K $3.35M
WMT
Walmart Inc.

Consumer Defensive
-344
- 2.65%
$66.91 - $81.4 $23K - $28K
12.7K $1.02M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.02%
$201.87 - $242.35 $202 - $242
4.74K $1.11M
CRS
Carpenter Technology Corp

Industrials
-1K
- 16.17%
$104.79 - $161.78 $105K - $162K
5.19K $828K
VNQ
Vanguard Specialized Funds Van

ETFs
-635
- 3.71%
$82.97 - $98.97 $52.7K - $62.8K
16.5K $1.61M
RDVY
First Trust Rising Dividend Ac

ETFs
-690
- 1.43%
$53.68 - $59.24 $37K - $40.9K
47.6K $2.82M
LMT
Lockheed Martin Corp

Industrials
-68
- 3.71%
$460.3 - $584.56 $31.3K - $39.8K
1.76K $1.03M
NEE
Nextera Energy Inc

Utilities
-2.82K
- 9.32%
$69.9 - $84.97 $197K - $240K
27.5K $2.32M
TOST
Toast, Inc.

Technology
-3.03K
- 2.94%
$22.71 - $28.31 $68.7K - $85.7K
100K $2.83M
FDN
First Tr Fd Dow Jones

ETFs
-683
- 1.38%
$183.68 - $212.48 $125K - $145K
48.9K $10.4M
PEP
Pepsico Inc

Consumer Defensive
-1.46K
- 1.56%
$161.9 - $179.3 $237K - $262K
92.3K $15.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-46.6K
- 8.29%
$21.72 - $25.05 $1.01M - $1.17M
515K $12.6M
RTX
Raytheon Technologies Corp

Industrials
-40
- 0.35%
$99.55 - $123.34 $3.98K - $4.93K
11.4K $1.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-62
- 0.09%
$60.84 - $67.51 $3.77K - $4.19K
70.3K $4.74M
UNH
Unitedhealth Group Inc

Healthcare
-143
- 3.27%
$488.01 - $604.18 $69.8K - $86.4K
4.23K $2.47M
AXP
American Express CO

Financial Services
-368
- 4.21%
$225.92 - $271.17 $83.1K - $99.8K
8.37K $2.27M
PHYS
Sprott Physical Gold Trust

Financial Services
-7.2K
- 4.07%
$18.12 - $20.72 $130K - $149K
170K $3.46M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-2.16K
- 3.92%
$43.67 - $51.82 $94.3K - $112K
53K $2.75M
VUG
Vanguard Growth ETF

ETFs
-780
- 1.22%
$341.08 - $391.94 $266K - $306K
62.9K $24.2M
VTV
Vanguard Value ETF

ETFs
-532
- 1.45%
$159.75 - $174.57 $85K - $92.9K
36.1K $6.31M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.55K
- 0.65%
$89.63 - $100.83 $139K - $157K
237K $23.5M
V
Visa Inc.

Financial Services
-1.54K
- 2.11%
$253.74 - $291.56 $389K - $448K
71.1K $19.5M
HDV
Ishares Core High Dividend ETF

ETFs
-968
- 1.19%
$107.62 - $118.76 $104K - $115K
80.5K $9.47M
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 0.92%
$333.64 - $405.2 $35K - $42.5K
11.3K $4.59M
DVY
Ishares Tr

ETFs
-1.76K
- 2.73%
$119.99 - $135.74 $211K - $238K
62.7K $8.46M
ABT
Abbott Laboratories

Healthcare
-322
- 0.44%
$100.07 - $118.13 $32.2K - $38K
73.6K $8.39M
SONY
Sony Group Corp

Technology
-6.52K
- 4.77%
$81.61 - $98.65 $532K - $643K
130K $12.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-215
- 0.53%
$475.2 - $527.7 $102K - $113K
40.1K $21.2M
META
Meta Platforms, Inc.

Communication Services
-2.75K
- 7.07%
$453.41 - $572.44 $1.25M - $1.57M
36.1K $20.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.8K
- 2.15%
$57.32 - $62.65 $677K - $740K
538K $33.5M
JNJ
Johnson & Johnson

Healthcare
-2.26K
- 1.76%
$145.48 - $167.38 $329K - $378K
126K $20.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.44K
- 1.77%
$127.29 - $141.5 $438K - $487K
191K $26.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-255
- 0.27%
$520.18 - $576.82 $133K - $147K
94.3K $54.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-792
- 1.37%
$405.19 - $478.57 $321K - $379K
57.2K $26.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.63K
- 2.05%
$245.82 - $304.51 $401K - $496K
78K $23.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.76K
- 3.98%
$213.3 - $270.78 $801K - $1.02M
90.7K $24.6M
AAPL
Apple Inc.

Technology
-5.56K
- 1.91%
$207.23 - $234.82 $1.15M - $1.31M
285K $66.5M
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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