Beaumont Financial Advisors, LLC Portfolio Holdings

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

Beaumont Financial Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $69.2M, Microsoft Corp with a value of $63.3M, Ishares Core S&P 500 ETF with a value of $60.9M, Alphabet Inc. with a value of $56.9M, and Advisors Inn.Circle Fd Iii Str with a value of $46.9M.

Examining the 13F form we can see an increase of $90.5M in the current position value, from $1.14B to 1.24B.

Beaumont Financial Advisors, LLC is based out at Needham, DE

Below you can find more details about Beaumont Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
ETFs: $511 Million
Technology: $213 Million
Financial Services: $114 Million
Consumer Cyclical: $113 Million
Communication Services: $94.5 Million
Healthcare: $45.8 Million
Consumer Defensive: $32.4 Million
Industrials: $30 Million
Other: $32.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.78 Million 0.31% of portfolio
31,812
Q3 2025 Added 0.91%
$0
$3.83 Million 0.31% of portfolio
145,346
Q3 2025 Added 0.56%
$0
$3.79 Million 0.31% of portfolio
11,558
Q3 2025 Reduced 0.62%
$971B
$3.66 Million 0.3% of portfolio
4,791
Q3 2025 Added 6.54%
$94.5B
$3.57 Million 0.29% of portfolio
10,468
Q3 2025 Reduced 3.07%
$0
$3.64 Million 0.29% of portfolio
11,820
Q3 2025 Reduced 0.49%
$0
$3.44 Million 0.28% of portfolio
5,171
Q3 2025 Added 1.89%
$237B
$3.3 Million 0.27% of portfolio
20,356
Q3 2025 Reduced 0.76%
$0
$3.25 Million 0.26% of portfolio
6,936
Q3 2025 Added 0.23%
$593B
$3.17 Million 0.26% of portfolio
11,289
Q3 2025 Reduced 0.88%
$0
$2.95 Million 0.24% of portfolio
52,232
Q3 2025 Reduced 9.97%
$346B
$2.88 Million 0.23% of portfolio
18,735
Q3 2025 Reduced 2.59%
$255B
$2.81 Million 0.23% of portfolio
8,445
Q3 2025 Reduced 2.16%
$8.24B
$2.87 Million 0.23% of portfolio
68,623
Q3 2025 New
$228B
$2.74 Million 0.22% of portfolio
20,451
Q3 2025 Added 4.09%
$0
$2.56 Million 0.21% of portfolio
38,086
Q3 2025 Reduced 3.16%
$414B
$2.57 Million 0.21% of portfolio
11,085
Q3 2025 Reduced 0.22%
$266B
$2.42 Million 0.2% of portfolio
8,567
Q3 2025 Reduced 7.12%
$0
$2.41 Million 0.2% of portfolio
44,827
Q3 2025 Reduced 10.65%
$0
$2.3 Million 0.19% of portfolio
71,980
Q2 2025 Reduced 0.19%
$11.6B
$2.37 Million 0.19% of portfolio
65,000
Q2 2025 Reduced 0.02%
$490B
$2.32 Million 0.19% of portfolio
20,542
Q3 2025 Reduced 12.57%
$0
$2.32 Million 0.19% of portfolio
3,868
Q3 2025 Reduced 0.77%
$0
$2.23 Million 0.18% of portfolio
39,033
Q3 2025 Added 2.36%
$0
$2.1 Million 0.17% of portfolio
42,198
Q3 2025 Reduced 0.22%
$512B
$2.14 Million 0.17% of portfolio
3,757
Q3 2025 Reduced 0.84%
$144B
$2.13 Million 0.17% of portfolio
4,650
Q3 2025 Reduced 0.83%
$187B
$2.08 Million 0.17% of portfolio
12,485
Q3 2025 Added 13.48%
$0
$2.12 Million 0.17% of portfolio
6,488
Q3 2025 Added 0.23%
$0
$1.92 Million 0.16% of portfolio
25,826
Q3 2025 Added 0.8%
$0
$2.02 Million 0.16% of portfolio
6,887
Q3 2025 Added 0.17%
$0
$1.93 Million 0.16% of portfolio
43,937
Q3 2025 Added 0.01%
$279B
$1.92 Million 0.16% of portfolio
18,641
Q3 2025 Added 12.46%
$235B
$1.91 Million 0.15% of portfolio
22,743
Q3 2025 Added 12.76%
$0
$1.88 Million 0.15% of portfolio
39,510
Q3 2025 Added 0.42%
$0
$1.82 Million 0.15% of portfolio
36,302
Q3 2025 Reduced 9.81%
$0
$1.85 Million 0.15% of portfolio
24,290
Q3 2025 Reduced 1.54%
$0
$1.73 Million 0.14% of portfolio
70,103
Q3 2025 Added 298.83%
$0
$1.71 Million 0.14% of portfolio
108,753
Q3 2025 Added 26.65%
$0
$1.78 Million 0.14% of portfolio
60,001
Q3 2025 Reduced 0.46%
$1.29T
$1.72 Million 0.14% of portfolio
3,863
Q3 2025 Added 4.12%
$3.13B
$1.73 Million 0.14% of portfolio
95,227
Q3 2025 Added 0.47%
$0
$1.71 Million 0.14% of portfolio
33,870
Q3 2025 Added 2.76%
$0
$1.72 Million 0.14% of portfolio
29,235
Q3 2025 Added 43.05%
$306B
$1.68 Million 0.14% of portfolio
25,269
Q3 2025 Added 5.88%
$193B
$1.75 Million 0.14% of portfolio
15,308
Q3 2025 Reduced 2.35%
$258B
$1.78 Million 0.14% of portfolio
10,624
Q3 2025 Reduced 0.1%
$0
$1.67 Million 0.13% of portfolio
24,913
Q3 2025 New
$0
$1.55 Million 0.13% of portfolio
15,113
Q3 2025 Reduced 20.44%

Summary

  • Portfolio
  • No. of Stocks 394
  • Current Value $1.24 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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