Beaumont Financial Advisors, LLC Sells in Q3 2024

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCJ
Cameco Corp

Energy
-500
- 9.44%
$36.9 - $53.72 $18.5K - $26.9K
4.8K $229K
IWM
Ishares Russell 2000 ETF

ETFs
-227
- 18.9%
$200.87 - $224.6 $45.6K - $51K
974 $215K
BAC
Bank Of America Corp

Financial Services
-496
- 0.58%
$36.65 - $44.13 $18.2K - $21.9K
85K $3.37M
URTH
Ishares Msci World ETF

ETFs
-300
- 12.45%
$140.68 - $156.99 $42.2K - $47.1K
2.11K $331K
EPI
Wisdomtree Tr India Earnings F

ETFs
-761
- 10.42%
$47.41 - $50.82 $36.1K - $38.7K
6.54K $330K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.09K
- 3.97%
$19.2 - $19.82 $59.3K - $61.2K
74.8K $1.47M
KMB
Kimberly Clark Corp

Consumer Defensive
-298
- 4.56%
$135.05 - $148.35 $40.2K - $44.2K
6.23K $886K
CPRT
Copart Inc

Consumer Cyclical
-2
- 0.02%
$49.19 - $55.54 $98.4 - $111
8.32K $436K
C
Citigroup Inc

Financial Services
-157
- 3.99%
$56.11 - $67.61 $8.81K - $10.6K
3.78K $236K
APD
Air Products & Chemicals, Inc.

Basic Materials
-284
- 15.87%
$247.34 - $300.11 $70.2K - $85.2K
1.51K $448K
IEFA
Ishares Tr

ETFs
-400
- 10.35%
$70.09 - $78.74 $28K - $31.5K
3.47K $270K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-247
- 4.48%
$56.04 - $62.99 $13.8K - $15.6K
5.27K $321K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 1.5%
$460.0 - $505.78 $3.22K - $3.54K
461 $214K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-96
- 2.2%
$50.61 - $50.96 $4.86K - $4.89K
4.27K $217K
IEMG
Ishares Inc

ETFs
-51
- 0.93%
$53.64 - $53.64 $2.74K - $2.74K
5.44K $291K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-948
- 8.39%
$46.9 - $51.96 $44.5K - $49.3K
10.3K $532K
VGSH
Vanguard

ETFs
-467
- 1.93%
$57.74 - $59.13 $27K - $27.6K
23.8K $1.4M
EMR
Emerson Electric CO

Industrials
-1
- 0.04%
$98.19 - $118.87 $98.2 - $119
2.3K $251K
STZ
Constellation Brands, Inc.

Consumer Defensive
-4
- 0.21%
$236.42 - $259.82 $946 - $1.04K
1.89K $486K
Federated Hermes Total Return Bond ETF
-2.94K
- 4.5%
N/A
62.5K $0
Kenvue Inc Com
-413
- 4.07%
N/A
9.73K $0
JCPB
J P Morgan Exchange Traded Fd

ETFs
-178
- 3.33%
$45.87 - $48.53 $8.16K - $8.64K
5.17K $249K
ZTS
Zoetis Inc.

Healthcare
-190
- 10.49%
$172.58 - $196.48 $32.8K - $37.3K
1.62K $316K
DEO
Diageo PLC

Consumer Defensive
-240
- 8.92%
$120.02 - $140.77 $28.8K - $33.8K
2.45K $343K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-948
- 7.48%
$77.02 - $85.06 $73K - $80.6K
11.7K $991K
ANET
Arista Networks, Inc.

Technology
-57
- 6.57%
$311.42 - $388.21 $17.8K - $22.1K
811 $311K
HSY
Hershey CO

Consumer Defensive
-5
- 0.38%
$182.45 - $203.25 $912 - $1.02K
1.31K $251K
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.06%
$125.95 - $139.96 $126 - $140
1.58K $220K
TGT
Target Corp

Consumer Defensive
-15
- 0.91%
$133.47 - $159.25 $2K - $2.39K
1.64K $255K
BDX
Becton Dickinson & CO

Healthcare
-8
- 0.42%
$221.47 - $242.41 $1.77K - $1.94K
1.91K $460K
SYY
Sysco Corp

Consumer Defensive
-107
- 3.4%
$69.16 - $78.98 $7.4K - $8.45K
3.04K $237K
XLI
Industrial Sector Spdr

ETFs
-1.03K
- 9.17%
$120.56 - $135.44 $124K - $139K
10.2K $1.38M
XOM
Exxon Mobil Corp

Energy
-290
- 1.3%
$109.72 - $119.0 $31.8K - $34.5K
22K $2.57M
NKE
Nike, Inc.

Consumer Cyclical
-1.04K
- 12.71%
$71.09 - $89.44 $74.2K - $93.4K
7.17K $633K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-385
- 0.55%
$15.41 - $17.22 $5.93K - $6.63K
70K $1.16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-334
- 3.13%
$33.74 - $37.96 $11.3K - $12.7K
10.4K $388K
IVE
Ishares S&P 500 Value ETF

ETFs
-26
- 1.71%
$181.06 - $197.17 $4.71K - $5.13K
1.49K $294K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-197
- 4.52%
$111.9 - $124.28 $22K - $24.5K
4.16K $514K
CI
Cigna Corp

Healthcare
-20
- 1.19%
$319.12 - $367.1 $6.38K - $7.34K
1.66K $574K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-100
- 1.29%
$46.96 - $52.8 $4.7K - $5.28K
7.63K $398K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-960
- 5.42%
$58.75 - $64.07 $56.4K - $61.5K
16.8K $1.07M
VEA
Vanguard Ftse Developed Market

ETFs
-1.19K
- 4.37%
$47.6 - $53.31 $56.5K - $63.2K
26K $1.37M
T
At&T Inc.

Communication Services
-319
- 2.38%
$18.21 - $22.28 $5.81K - $7.11K
13.1K $287K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-32
- 0.59%
$60.13 - $68.17 $1.92K - $2.18K
5.37K $363K
CMCSA
Comcast Corp

Communication Services
-403
- 2.17%
$37.33 - $41.78 $15K - $16.8K
18.1K $757K
VXF
Vanguard Extended Market ETF

ETFs
-88
- 2.27%
$163.98 - $182.92 $14.4K - $16.1K
3.8K $691K
CME
Cme Group Inc.

Financial Services
-13
- 0.7%
$193.43 - $220.62 $2.51K - $2.87K
1.85K $408K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.36%
$423.73 - $533.14 $847 - $1.07K
560 $295K
VEU
Vanguard Ftse All World Ex Us

ETFs
-364
- 2.12%
$56.47 - $63.69 $20.6K - $23.2K
16.8K $1.06M
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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