Beaumont-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ARES", "RVMD", null, null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "OBDC", "APD", null, "VONG", null, "ALL", "ARWR", "GOOGL", "RIOT", "AXP", null, "ASML", "T", "BLK", null, "CAT", "AVGO", "LOW", "ARCC", "BBDC", null, "BSX", null, null, "CRS", null, "DUK", null, null, null, null, "EXPD", null, null, null, null, null, null, "GD", null, "GILD", "HON", "HD", null, null, null, "AZN", "MCD", "INTU", null, null, null, null, "UNP", null, "QCOM", null, "IPGP", "ISRG", null, null, null, null, "LEN", "ITW", "EMR", "BCSF", "BKNG", "ICE", "PNNT", "MUB", "META", null, null, null, null, "IVW", "IJH", null, "SOTK", "UGP", null, null, null, null, null, null, "LHX", "LRCX", "LIN", null, null, null, null, "MA", "MSFT", "MS", "FICO", null, "GE", null, "EMN", "BX", "HSY", "FAST", "IJR", "ANET", "KKR", "IWD", "ORCL", "NOC", "OKE", "PAYX", null, null, null, null, "IWF", "PYPL", "PEP", "IRM", "VGSH", "PGR", "IEMG", "HTGC", null, "GBDC", "IVV", "UNH", "AAPL", "SPY", null, "ECL", "NVDA", null, "GS", "INTC", "PFE", null, "LMT", "PG", "MRK", "VZ", null, "MKC", null, "AMGN", "KVUE", null, null, "IEFA", "SPGI", null, "SCHX", null, null, "SHW", "ROP", "SRE", "SHEL", "RTX", "GLD", null, null, null, "BP", null, "AMT", "RSG", "SPLG", null, null, "IBM", "SYK", "SBUX", "CI", "TXN", "TMO", "TJX", "TRV", "UBER", "VNQ", "VO", "VXF", "VV", "VOE", "SCHW", "EBC", "STAG", null, null, null, null, null, "VCIT", null, "VIG", null, "TOST", null, "TSM", null, null, null, null, "VYM", "VRTX", "MGC", "EW", "SEIC", null, "AFL", "AXON", "APH", "AMD", "SDY", "FI", "DECK", "DEO", "WM", "IWR", "WCN", null, null, "AEP", "SGOL", "ES", null, null, "NVO", "AMZN", "MSI", null, "IVE", null, null, "DKS", "TPL", null, null, "CEF", null, "VEU", "VUG", "VEA", null, "MGK", null, "VXUS", "VOOG", "VTEB", "BND", "VT", "VB", "VOO", "VTV", "V", "WMT", "WFC", null, null, "YUM", "IUSG", null, null, null, "DNN", null, "SCHD", null, "DVY", "CHKP", "SCHG", null, null, "SCHA", "NSC", null, "NXPI", null, "SO", "TRMB", null, "PSX", "CRM", null, null, "RDDT", "SYY", "DIA", null, null, null, null, "IUSV", "GEV", "DGRO", "MCK", null, "FDX", null, "STE", "KMB", "ADP", "AZTA", "BAC", "BRK-A", "BRK-B", "BDX", "BA", "BMY", "BR", "CVX", "CHD", "CSCO", "C", "CME", "COKE", "KO", "CMCSA", "CL", "STZ", "CEG", "CPRT", "COST", "DHR", "DELL", "DE", "RSP", "IJT", "IJJ", "EFA", "USMV", "IWB", "NEE", "NKE", "STT", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 368
- Total Value
- 1275048775
- Accession Number
- 0001957394-25-000006
- Form Type
- 13F-HR
- Manager Name
- Beaumont-Financial-Advisors
Data Enrichment
68% identified249 identified119 unidentified
Holdings
368 positions
Manager:
Search and click to pin securities to the top
Page 11 of 19
315912808
Shares:8.1K
Value:$552.9K
46641Q159
Shares:11.7K
Value:$537.4K
00162Q452
Shares:9.7K
Value:$502.1K
81369Y506
Shares:5.4K
Value:$500.5K
464287523
Shares:2.6K
Value:$495.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.5K | YoY NEW(+3.5K) | All Managers (Combined) | $605.8K | YoY NEW(+$605.8K) | |
4.7K | QoQ 0.00% (-0)YoY -2.54% (-122) | All Managers (Combined) | $594.6K | ||
2.9K | QoQ -1.85% (-55)YoY +2.72% (+77) | All Managers (Combined) | $580.8K | ||
950 | QoQ +1.17% (-11) | All Managers (Combined) | $577.5K | ||
ADOBE INC.(ADBEcusip00724F101) | 1.5K | QoQ +0.13% (-2) | All Managers (Combined) | $564.1K | |
1.8K | QoQ 0.00% (-0)YoY +8.65% (+145) | All Managers (Combined) | $562.2K | ||
Reddit, Inc.(RDDTcusip75734B100) | 5.3K | QoQ 0.00% (-0)YoY NEW(+5.3K) | All Managers (Combined) | $558.7K | YoY NEW(+$558.7K) |
(cusip315912808)✕ | 8.1K | QoQ 0.00% (-0)YoY +9.79% (+725) | All Managers (Combined) | $552.9K | |
(cusip46641Q159)✕ | 11.7K | QoQ NEW(+11.7K) YoY NEW(+11.7K) | All Managers (Combined) | $537.4K | QoQ NEW(+$537.4K) YoY NEW(+$537.4K) |
5.2K | All Managers (Combined) | $531.1K | |||
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $530.2K | YoY NEW(+$530.2K) | |
CME GROUP INC.(CMEcusip12572Q105) | 1.9K | QoQ -5.66% (-115)YoY -2.14% (-42) | All Managers (Combined) | $507.8K | |
17.0K | QoQ 0.00% (+0)YoY +5.58% (+900) | All Managers (Combined) | $507.7K | ||
(cusip00162Q452)✕ | 9.7K | QoQ NEW(+9.7K) YoY +6.25% (+569) | All Managers (Combined) | $502.1K | QoQ NEW(+$502.1K) |
(cusip81369Y506)✕ | 5.4K | All Managers (Combined) | $500.5K | ||
14.6K | QoQ 0.00% (+0) | All Managers (Combined) | $498.9K | ||
FEDEX CORP(FDXcusip31428X106) | 2.0K | All Managers (Combined) | $497.6K | ||
5.4K | All Managers (Combined) | $497.0K | |||
(cusip464287523)✕ | 2.6K | All Managers (Combined) | $495.3K | ||
4.1K | QoQ 0.00% (-0)YoY -2.41% (-102) | All Managers (Combined) | $493.6K |