Beaumont-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ARES",
  "RVMD",
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
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  "ADBE",
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  "APD",
  null,
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  null,
  "ALL",
  "ARWR",
  "GOOGL",
  "RIOT",
  "AXP",
  null,
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  "T",
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  null,
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  "LOW",
  "ARCC",
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  null,
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  null,
  null,
  "CRS",
  null,
  "DUK",
  null,
  null,
  null,
  null,
  "EXPD",
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "HON",
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  null,
  null,
  null,
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "UNP",
  null,
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  null,
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  "ISRG",
  null,
  null,
  null,
  null,
  "LEN",
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  "ICE",
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  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
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  "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",
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  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  null,
  "IWF",
  "PYPL",
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  "VGSH",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  "ROP",
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  "SHEL",
  "RTX",
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  null,
  null,
  null,
  "BP",
  null,
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  "SPLG",
  null,
  null,
  "IBM",
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  "CI",
  "TXN",
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  "VNQ",
  "VO",
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  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "VYM",
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  "MGC",
  "EW",
  "SEIC",
  null,
  "AFL",
  "AXON",
  "APH",
  "AMD",
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  "FI",
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  "DEO",
  "WM",
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  "WCN",
  null,
  null,
  "AEP",
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  null,
  null,
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  "MSI",
  null,
  "IVE",
  null,
  null,
  "DKS",
  "TPL",
  null,
  null,
  "CEF",
  null,
  "VEU",
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  "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,
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  null,
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  "TRMB",
  null,
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  null,
  null,
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  "DIA",
  null,
  null,
  null,
  null,
  "IUSV",
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  "DGRO",
  "MCK",
  null,
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  null,
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  "AZTA",
  "BAC",
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  "BDX",
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  "BMY",
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  "CVX",
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  "C",
  "CME",
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  "KO",
  "CMCSA",
  "CL",
  "STZ",
  "CEG",
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  "COST",
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  "DE",
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  "EFA",
  "USMV",
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  "IWM",
  "EPD",
  "MDY",
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  "GOOG",
  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
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  "MO",
  "XLK",
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  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: beaumont-financial-advisors
Manager Name: Beaumont-Financial-Advisors

Data Enrichment

68% identified

249 identified119 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

368 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 19

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33738D101

Shares:13.1K

Value:$491.9K

% of Portfolio:0.0% ($491.9K/$1.3B)

SEI INVESTMENTS CO

SEIC|784117103

Shares:6.3K

Value:$488.4K

% of Portfolio:0.0% ($488.4K/$1.3B)

921908844

VIG|921908844

Shares:2.5K

Value:$488.1K

% of Portfolio:0.0% ($488.1K/$1.3B)

Cigna Group

CI|125523100

Shares:1.5K

Value:$485.5K

% of Portfolio:0.0% ($485.5K/$1.3B)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:13.7K

Value:$485.3K

% of Portfolio:0.0% ($485.3K/$1.3B)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:4.0K

Value:$482.7K

% of Portfolio:0.0% ($482.7K/$1.3B)

316092402

Shares:18.7K

Value:$478.6K

% of Portfolio:0.0% ($478.6K/$1.3B)

COPART INC

CPRT|217204106

Shares:8.4K

Value:$472.8K

% of Portfolio:0.0% ($472.8K/$1.3B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:2.0K

Value:$467.0K

% of Portfolio:0.0% ($467.0K/$1.3B)

808524607

SCHA|808524607

Shares:19.9K

Value:$466.0K

% of Portfolio:0.0% ($466.0K/$1.3B)

INTEL CORP

INTC|458140100

Shares:20.5K

Value:$464.8K

% of Portfolio:0.0% ($464.8K/$1.3B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.3K

Value:$464.1K

% of Portfolio:0.0% ($464.1K/$1.3B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.9K

Value:$457.9K

% of Portfolio:0.0% ($457.9K/$1.3B)

ECOLAB INC.

ECL|278865100

Shares:1.8K

Value:$457.6K

% of Portfolio:0.0% ($457.6K/$1.3B)

92189F429

Shares:26.8K

Value:$449.9K

% of Portfolio:0.0% ($449.9K/$1.3B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.5K

Value:$442.1K

% of Portfolio:0.0% ($442.1K/$1.3B)

STARBUCKS CORP

SBUX|855244109

Shares:4.5K

Value:$437.8K

% of Portfolio:0.0% ($437.8K/$1.3B)

92206C870

VCIT|92206C870

Shares:5.3K

Value:$433.7K

% of Portfolio:0.0% ($433.7K/$1.3B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:822

Value:$432.3K

% of Portfolio:0.0% ($432.3K/$1.3B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:788

Value:$430.5K

% of Portfolio:0.0% ($430.5K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738D101)✕	13.1K	QoQ +0.16% (+22) YoY -0.40% (-54)	All Managers (Combined)	$491.9K	0.0% ($491.9K/$1.3B)	QoQ +5.33% (+$24.9K) YoY +26.43% (-$102.8K)
SEI INVESTMENTS CO(SEICcusip784117103)	6.3K	QoQ 0.00% (-0) YoY -2.94% (-191)	All Managers (Combined)	$488.4K	0.0% ($488.4K/$1.3B)	QoQ -5.88% (-$30.5K) YoY +4.78% (-$22.3K)
(VIGcusip921908844)	2.5K	QoQ +1.24% (+31) YoY +21.95% (+453)	All Managers (Combined)	$488.1K	0.0% ($488.1K/$1.3B)	QoQ +0.29% (+$1.4K) YoY +29.55% (+$111.4K)
Cigna Group(CIcusip125523100)	1.5K	QoQ -2.12% (-32) YoY -10.65% (-176)	All Managers (Combined)	$485.5K	0.0% ($485.5K/$1.3B)	QoQ +16.61% (-$69.2K) YoY -19.06% (-$114.4K)
Revolution Medicines, Inc.(RVMDcusip76155X100)	13.7K	QoQ -0.10% (-14) YoY -8.04% (-1.2K)	All Managers (Combined)	$485.3K	0.0% ($485.3K/$1.3B)	QoQ -19.24% (-$115.6K) YoY +0.88% (-$4.3K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	4.0K	QoQ +30.02% (+927) YoY NEW(+4.0K)	All Managers (Combined)	$482.7K	0.0% ($482.7K/$1.3B)	QoQ +41.15% (+$140.7K) YoY NEW(+$482.7K)
(cusip316092402)✕	18.7K	QoQ -39.32% (-12.1K) YoY -66.12% (-36.6K)	All Managers (Combined)	$478.6K	0.0% ($478.6K/$1.3B)	QoQ -34.97% (-$257.4K) YoY -66.54% (-$951.9K)
COPART INC(CPRTcusip217204106)	8.4K	QoQ +0.51% (-43) YoY +1.33% (-110)	All Managers (Combined)	$472.8K	0.0% ($472.8K/$1.3B)	QoQ -0.88% (-$4.2K) YoY -0.99% (-$4.7K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	2.0K	QoQ +42.78% (+614) YoY NEW(+2.0K)	All Managers (Combined)	$467.0K	0.0% ($467.0K/$1.3B)	QoQ +74.31% (+$199.1K) YoY NEW(+$467.0K)
(SCHAcusip808524607)	19.9K	QoQ -13.23% (-3.0K) YoY +70.63% (-8.2K)	All Managers (Combined)	$466.0K	0.0% ($466.0K/$1.3B)	QoQ -21.38% (-$126.8K) YoY -18.80% (-$107.9K)
INTEL CORP(INTCcusip458140100)	20.5K	QoQ -12.20% (-2.8K) YoY -27.93% (-7.9K)	All Managers (Combined)	$464.8K	0.0% ($464.8K/$1.3B)	QoQ -0.55% (-$2.6K) YoY -62.94% (-$789.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.3K	QoQ +38.72% (+371) YoY NEW(+1.3K)	All Managers (Combined)	$464.1K	0.0% ($464.1K/$1.3B)	QoQ +42.50% (+$138.4K) YoY NEW(+$464.1K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.9K	QoQ -21.07% (-1.3K) YoY -20.85% (-1.3K)	All Managers (Combined)	$457.9K	0.0% ($457.9K/$1.3B)	QoQ -18.65% (-$105.0K) YoY -17.65% (-$98.1K)
ECOLAB INC.(ECLcusip278865100)	1.8K	QoQ -14.85% (-315) YoY -15.17% (-323)	All Managers (Combined)	$457.6K	0.0% ($457.6K/$1.3B)	QoQ -7.88% (-$39.2K) YoY -6.86% (-$33.8K)
(cusip92189F429)✕	26.8K	QoQ NEW(+26.8K) YoY NEW(+26.8K)	All Managers (Combined)	$449.9K	0.0% ($449.9K/$1.3B)	QoQ NEW(+$449.9K) YoY NEW(+$449.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.5K	QoQ +0.46% (+7) YoY -16.16% (-289)	All Managers (Combined)	$442.1K	0.0% ($442.1K/$1.3B)	QoQ +2.15% (+$9.3K) YoY +2.05% (-$8.9K)
STARBUCKS CORP(SBUXcusip855244109)	4.5K	QoQ -4.47% (-209) YoY -2.97% (-137)	All Managers (Combined)	$437.8K	0.0% ($437.8K/$1.3B)	QoQ +2.68% (-$11.5K) YoY +4.13% (-$17.4K)
(VCITcusip92206C870)	5.3K	QoQ +0.41% (+22) YoY +2.51% (+130)	All Managers (Combined)	$433.7K	0.0% ($433.7K/$1.3B)	QoQ +2.28% (+$9.7K) YoY +4.11% (+$17.1K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	822	QoQ NEW(+822) YoY NEW(+822)	All Managers (Combined)	$432.3K	0.0% ($432.3K/$1.3B)	QoQ NEW(+$432.3K) YoY NEW(+$432.3K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	788	QoQ -19.01% (-185) YoY +9.44% (+68)	All Managers (Combined)	$430.5K	0.0% ($430.5K/$1.3B)	QoQ -22.73% (-$126.7K) YoY +43.13% (+$129.8K)