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

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 13 of 19

Sort by:

STERIS plc

STE|G8473T100

Shares:1.9K

Value:$419.5K

% of Portfolio:0.0% ($419.5K/$1.3B)

464287622

IWB|464287622

Shares:1.4K

Value:$419.2K

% of Portfolio:0.0% ($419.2K/$1.3B)

37960A438

Shares:4.2K

Value:$417.3K

% of Portfolio:0.0% ($417.3K/$1.3B)

464287309

IVW|464287309

Shares:4.5K

Value:$413.3K

% of Portfolio:0.0% ($413.3K/$1.3B)

AFLAC INC

AFL|001055102

Shares:3.7K

Value:$413.0K

% of Portfolio:0.0% ($413.0K/$1.3B)

464286632

Shares:5.5K

Value:$412.7K

% of Portfolio:0.0% ($412.7K/$1.3B)

Blackstone Inc.

BX|09260D107

Shares:2.9K

Value:$411.4K

% of Portfolio:0.0% ($411.4K/$1.3B)

33738D309

Shares:9.0K

Value:$409.0K

% of Portfolio:0.0% ($409.0K/$1.3B)

AMPHENOL CORP /DE/

APH|032095101

Shares:6.2K

Value:$406.8K

% of Portfolio:0.0% ($406.8K/$1.3B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:4.0K

Value:$406.2K

% of Portfolio:0.0% ($406.2K/$1.3B)

464286608

Shares:7.6K

Value:$405.2K

% of Portfolio:0.0% ($405.2K/$1.3B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:3.7K

Value:$402.9K

% of Portfolio:0.0% ($402.9K/$1.3B)

46432F339

QUAL|46432F339

Shares:2.3K

Value:$401.4K

% of Portfolio:0.0% ($401.4K/$1.3B)

AT&T INC.

T|00206R102

Shares:14.0K

Value:$397.2K

% of Portfolio:0.0% ($397.2K/$1.3B)

Motorola Solutions, Inc.

MSI|620076307

Shares:901

Value:$394.5K

% of Portfolio:0.0% ($394.5K/$1.3B)

886364637

Shares:10.8K

Value:$391.9K

% of Portfolio:0.0% ($391.9K/$1.3B)

922908512

VOE|922908512

Shares:2.4K

Value:$389.1K

% of Portfolio:0.0% ($389.1K/$1.3B)

Shell plc

SHEL|780259305

Shares:5.3K

Value:$388.9K

% of Portfolio:0.0% ($388.9K/$1.3B)

464287226

Shares:3.9K

Value:$388.6K

% of Portfolio:0.0% ($388.6K/$1.3B)

78468R721

Shares:8.5K

Value:$385.2K

% of Portfolio:0.0% ($385.2K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
STERIS plc(STEcusipG8473T100)	1.9K	QoQ +0.59% (+11) YoY +0.10% (+2)	All Managers (Combined)	$419.5K	0.0% ($419.5K/$1.3B)	QoQ +10.91% (+$41.3K) YoY +0.92% (+$3.8K)
(IWBcusip464287622)	1.4K	QoQ -15.98% (-260) YoY -13.64% (-216)	All Managers (Combined)	$419.2K	0.0% ($419.2K/$1.3B)	QoQ -20.00% (-$104.9K) YoY -8.03% (-$36.6K)
(cusip37960A438)✕	4.2K	QoQ +1.07% (+44) YoY NEW(+4.2K)	All Managers (Combined)	$417.3K	0.0% ($417.3K/$1.3B)	QoQ +1.43% (+$5.9K) YoY NEW(+$417.3K)
(IVWcusip464287309)	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$413.3K	0.0% ($413.3K/$1.3B)	QoQ -8.56% (-$38.7K) YoY +9.93% (+$37.4K)
AFLAC INC(AFLcusip001055102)	3.7K	QoQ +7.99% (+275) YoY +7.96% (+274)	All Managers (Combined)	$413.0K	0.0% ($413.0K/$1.3B)	QoQ +16.08% (+$57.2K) YoY +39.81% (+$117.6K)
(cusip464286632)✕	5.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$412.7K	0.0% ($412.7K/$1.3B)	QoQ -3.49% (-$14.9K) YoY +16.60% (+$58.8K)
Blackstone Inc.(BXcusip09260D107)	2.9K	QoQ -7.39% (-235) YoY -73.98% (-8.4K)	All Managers (Combined)	$411.4K	0.0% ($411.4K/$1.3B)	QoQ -24.93% (-$136.6K) YoY -72.31% (-$1.1M)
(cusip33738D309)✕	9.0K	QoQ 0.00% (-0) YoY +5.10% (+435)	All Managers (Combined)	$409.0K	0.0% ($409.0K/$1.3B)	QoQ -1.27% (-$5.3K) YoY +3.82% (+$15.1K)
AMPHENOL CORP /DE/(APHcusip032095101)	6.2K	QoQ +27.40% (+1.3K) YoY NEW(+6.2K)	All Managers (Combined)	$406.8K	0.0% ($406.8K/$1.3B)	QoQ +20.32% (+$68.7K) YoY NEW(+$406.8K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	4.0K	QoQ -32.36% (-1.9K) YoY -30.65% (-1.8K)	All Managers (Combined)	$406.2K	0.0% ($406.2K/$1.3B)	QoQ -23.61% (-$125.6K) YoY +2.14% (-$8.5K)
(cusip464286608)✕	7.6K	QoQ 0.00% (+0) YoY -1.59% (-123)	All Managers (Combined)	$405.2K	0.0% ($405.2K/$1.3B)	QoQ +12.81% (+$46.0K) YoY +2.63% (-$10.4K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	3.7K	QoQ +22.94% (+683) YoY +79.49% (+1.6K)	All Managers (Combined)	$402.9K	0.0% ($402.9K/$1.3B)	QoQ +29.25% (+$91.2K) YoY +89.44% (+$190.2K)
(QUALcusip46432F339)	2.3K	QoQ -6.22% (-156) YoY +5.14% (+115)	All Managers (Combined)	$401.4K	0.0% ($401.4K/$1.3B)	QoQ -10.01% (-$44.7K) YoY +9.30% (+$34.2K)
AT&T INC.(Tcusip00206R102)	14.0K	QoQ +8.42% (+1.1K) YoY -7.45% (-1.1K)	All Managers (Combined)	$397.2K	0.0% ($397.2K/$1.3B)	QoQ +34.65% (+$102.2K) YoY +48.69% (-$130.1K)
Motorola Solutions, Inc.(MSIcusip620076307)	901	QoQ +8.81% (+73) YoY NEW(+901)	All Managers (Combined)	$394.5K	0.0% ($394.5K/$1.3B)	QoQ +3.06% (+$11.7K) YoY NEW(+$394.5K)
(cusip886364637)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$391.9K	0.0% ($391.9K/$1.3B)	QoQ NEW(+$391.9K) YoY NEW(+$391.9K)
(VOEcusip922908512)	2.4K	QoQ -1.42% (-35) YoY -1.74% (-43)	All Managers (Combined)	$389.1K	0.0% ($389.1K/$1.3B)	QoQ -2.17% (-$8.6K) YoY +1.17% (-$4.5K)
Shell plc(SHELcusip780259305)	5.3K	QoQ +0.39% (+21) YoY NEW(+5.3K)	All Managers (Combined)	$388.9K	0.0% ($388.9K/$1.3B)	QoQ +17.44% (+$57.8K) YoY NEW(+$388.9K)
(cusip464287226)✕	3.9K	QoQ +3.72% (+141) YoY -13.57% (-617)	All Managers (Combined)	$388.6K	0.0% ($388.6K/$1.3B)	QoQ +5.88% (+$21.6K) YoY -12.70% (-$56.5K)
(cusip78468R721)✕	8.5K	QoQ 0.00% (-0) YoY +3.81% (+314)	All Managers (Combined)	$385.2K	0.0% ($385.2K/$1.3B)	QoQ -1.20% (-$4.7K) YoY +0.66% (+$2.5K)