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 • $1,275,048.775K total value

368 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 15 of 19

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Riot Platforms, Inc.

RIOT|767292105

Shares:44.1K

Value:$313.7K

464288273

Shares:4.9K

Value:$312.4K

MCCORMICK & CO INC

MKC|579780206

Shares:3.8K

Value:$311.6K

CITIGROUP INC

C|172967424

Shares:4.4K

Value:$309.5K

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.3K

Value:$307.4K

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.7K

Value:$305.0K

STATE STREET CORP

STT|857477103

Shares:3.4K

Value:$304.4K

Constellation Energy Corp

CEG|21037T109

Shares:1.5K

Value:$301.4K

67092P102

Shares:14.2K

Value:$298.5K

92206C813

Shares:3.9K

Value:$297.6K

46641Q852

Shares:6.2K

Value:$296.0K

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.9K

Value:$295.4K

3M CO

MMM|88579Y101

Shares:2.0K

Value:$294.2K

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:573

Value:$293.4K

Phillips 66

PSX|718546104

Shares:2.4K

Value:$290.3K

MORGAN STANLEY

MS|617446448

Shares:2.5K

Value:$288.2K

Uber Technologies, Inc

UBER|90353T100

Shares:4.0K

Value:$288.2K

EVERSOURCE ENERGY

ES|30040W108

Shares:4.6K

Value:$288.1K

464287408

IVE|464287408

Shares:1.5K

Value:$284.7K

78464A870

Shares:3.5K

Value:$284.5K

Instrument	Shares		Other Manager	Value
Riot Platforms, Inc.(RIOTcusip767292105)	44.1K	QoQ NEW(+44.1K) YoY NEW(+44.1K)	All Managers (Combined)	$313.7K	QoQ NEW(+$313.7K) YoY NEW(+$313.7K)
(cusip464288273)✕	4.9K	QoQ 0.00% (+0) YoY -0.64% (-32)	All Managers (Combined)	$312.4K	QoQ +4.57% (+$13.7K) YoY -0.33% (-$1.0K)
MCCORMICK & CO INC(MKCcusip579780206)	3.8K	QoQ +0.53% (+20) YoY +2.49% (+92)	All Managers (Combined)	$311.6K	QoQ +8.53% (+$24.5K) YoY +9.82% (+$27.9K)
CITIGROUP INC(Ccusip172967424)	4.4K	QoQ +15.86% (+597) YoY +14.37% (+548)	All Managers (Combined)	$309.5K	QoQ +16.85% (+$44.6K) YoY +28.39% (+$68.4K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.3K	QoQ +0.30% (+4) YoY +4.59% (-57)	All Managers (Combined)	$307.4K	QoQ +1.22% (+$3.7K) YoY -2.80% (-$8.9K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.7K	QoQ -3.54% (-172) YoY -30.47% (-2.0K)	All Managers (Combined)	$305.0K	QoQ -26.26% (-$108.6K) YoY -32.28% (-$145.4K)
STATE STREET CORP(STTcusip857477103)	3.4K	QoQ +0.53% (-18) YoY +2.22% (+74)	All Managers (Combined)	$304.4K	QoQ -8.29% (-$27.5K) YoY +18.36% (+$47.2K)
Constellation Energy Corp(CEGcusip21037T109)	1.5K	QoQ +0.94% (-14) YoY +2.04% (+30)	All Managers (Combined)	$301.4K	QoQ -9.01% (-$29.9K) YoY +11.31% (+$30.6K)
(cusip67092P102)✕	14.2K	QoQ 0.00% (+0) YoY -4.52% (-674)	All Managers (Combined)	$298.5K	QoQ +1.63% (+$4.8K) YoY -4.13% (-$12.9K)
(cusip92206C813)✕	3.9K	QoQ -28.51% (-1.6K) YoY -38.86% (-2.5K)	All Managers (Combined)	$297.6K	QoQ -27.43% (-$112.5K) YoY -40.68% (-$204.1K)
(cusip46641Q852)✕	6.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$296.0K	QoQ +1.33% (+$3.9K) YoY +0.56% (+$1.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.9K	QoQ -31.92% (-2.3K) YoY NEW(+4.9K)	All Managers (Combined)	$295.4K	QoQ -21.86% (-$82.7K) YoY NEW(+$295.4K)
3M CO(MMMcusip88579Y101)	2.0K	QoQ -12.18% (-278) YoY -22.99% (-598)	All Managers (Combined)	$294.2K	QoQ -0.09% (-$293) YoY +6.62% (-$18.3K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	573	QoQ +2.32% (+13) YoY -8.61% (-54)	All Managers (Combined)	$293.4K	QoQ +11.63% (+$30.6K) YoY -2.24% (-$6.7K)
Phillips 66(PSXcusip718546104)	2.4K	QoQ +1.64% (+38) YoY +3.20% (-73)	All Managers (Combined)	$290.3K	QoQ +10.16% (+$26.8K) YoY -21.98% (-$81.8K)
MORGAN STANLEY(MScusip617446448)	2.5K	QoQ +14.13% (+306) YoY +8.75% (+199)	All Managers (Combined)	$288.2K	QoQ +5.92% (+$16.1K) YoY +34.76% (+$74.3K)
Uber Technologies, Inc(UBERcusip90353T100)	4.0K	QoQ +16.83% (+570) YoY +32.04% (+960)	All Managers (Combined)	$288.2K	QoQ +41.12% (+$84.0K) YoY +24.95% (+$57.6K)
EVERSOURCE ENERGY(EScusip30040W108)	4.6K	QoQ 0.00% (+0) YoY -4.66% (-227)	All Managers (Combined)	$288.1K	QoQ +8.14% (+$21.7K) YoY -0.93% (-$2.7K)
(IVEcusip464287408)	1.5K	QoQ 0.00% (-0) YoY -1.71% (-26)	All Managers (Combined)	$284.7K	QoQ -0.15% (-$448) YoY +0.26% (-$754)
(cusip78464A870)✕	3.5K	QoQ 0.00% (-0) YoY -7.73% (-294)	All Managers (Combined)	$284.5K	QoQ -9.94% (-$31.4K) YoY -21.13% (-$76.3K)