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 16 of 19

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72201R866

Shares:5.4K

Value:$280.2K

% of Portfolio:0.0% ($280.2K/$1.3B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:3.2K

Value:$276.8K

% of Portfolio:0.0% ($276.8K/$1.3B)

MCKESSON CORP

MCK|58155Q103

Shares:411

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$1.3B)

33734X192

Shares:2.7K

Value:$276.1K

% of Portfolio:0.0% ($276.1K/$1.3B)

GE Vernova Inc.

GEV|36828A101

Shares:889

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$1.3B)

464289420

Shares:3.3K

Value:$268.8K

% of Portfolio:0.0% ($268.8K/$1.3B)

032108664

Shares:3.7K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$1.3B)

ASTRAZENECA PLC

AZN|046353108

Shares:3.6K

Value:$266.7K

% of Portfolio:0.0% ($266.7K/$1.3B)

DIAGEO PLC

DEO|25243Q205

Shares:2.5K

Value:$265.2K

% of Portfolio:0.0% ($265.2K/$1.3B)

92189F676

Shares:1.3K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$1.3B)

LENNAR CORP /NEW/

LEN|526057104

Shares:2.3K

Value:$260.4K

% of Portfolio:0.0% ($260.4K/$1.3B)

Ares Management Corp

ARES|03990B101

Shares:1.8K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$1.3B)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:190

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$1.3B)

316092790

Shares:4.0K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$1.3B)

464287457

Shares:3.1K

Value:$253.9K

% of Portfolio:0.0% ($253.9K/$1.3B)

STAG Industrial, Inc.

STAG|85254J102

Shares:7.0K

Value:$253.7K

% of Portfolio:0.0% ($253.7K/$1.3B)

ONEOK INC /NEW/

OKE|682680103

Shares:2.6K

Value:$253.6K

% of Portfolio:0.0% ($253.6K/$1.3B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.3K

Value:$250.7K

% of Portfolio:0.0% ($250.7K/$1.3B)

SYSCO CORP

SYY|871829107

Shares:3.3K

Value:$250.2K

% of Portfolio:0.0% ($250.2K/$1.3B)

LINDE PLC

LIN|G54950103

Shares:529

Value:$246.3K

% of Portfolio:0.0% ($246.3K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R866)✕	5.4K	QoQ 0.00% (-0) YoY +16.00% (+750)	All Managers (Combined)	$280.2K	0.0% ($280.2K/$1.3B)	QoQ -0.34% (-$979) YoY +13.97% (+$34.4K)
IRON MOUNTAIN INC(IRMcusip46284V101)	3.2K	QoQ -0.49% (-16) YoY -9.91% (-354)	All Managers (Combined)	$276.8K	0.0% ($276.8K/$1.3B)	QoQ -18.54% (-$63.0K) YoY -3.36% (-$9.6K)
MCKESSON CORP(MCKcusip58155Q103)	411	QoQ +3.00% (+12) YoY +7.31% (+28)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$1.3B)	QoQ +21.63% (+$49.2K) YoY +34.52% (+$71.0K)
(cusip33734X192)✕	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$276.1K	0.0% ($276.1K/$1.3B)	QoQ -14.17% (-$45.6K) YoY +6.93% (+$17.9K)
GE Vernova Inc.(GEVcusip36828A101)	889	QoQ -2.52% (-23) YoY NEW(+889)	All Managers (Combined)	$271.4K	0.0% ($271.4K/$1.3B)	QoQ -9.53% (-$28.6K) YoY NEW(+$271.4K)
(cusip464289420)✕	3.3K	QoQ -7.65% (-271) YoY -39.89% (-2.2K)	All Managers (Combined)	$268.8K	0.0% ($268.8K/$1.3B)	QoQ -3.97% (-$11.1K) YoY -35.27% (-$146.5K)
(cusip032108664)✕	3.7K	QoQ +5.36% (+190) YoY NEW(+3.7K)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$1.3B)	QoQ +1.56% (+$4.1K) YoY NEW(+$267.9K)
ASTRAZENECA PLC(AZNcusip046353108)	3.6K	QoQ +11.22% (+366) YoY +12.60% (+406)	All Managers (Combined)	$266.7K	0.0% ($266.7K/$1.3B)	QoQ +24.76% (+$52.9K) YoY +22.15% (+$48.4K)
DIAGEO PLC(DEOcusip25243Q205)	2.5K	QoQ +3.72% (-91) YoY -5.87% (-158)	All Managers (Combined)	$265.2K	0.0% ($265.2K/$1.3B)	QoQ -14.49% (-$45.0K) YoY -33.69% (-$134.7K)
(cusip92189F676)✕	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$265.0K	0.0% ($265.0K/$1.3B)	QoQ -12.67% (-$38.5K) YoY NEW(+$265.0K)
LENNAR CORP /NEW/(LENcusip526057104)	2.3K	QoQ +1.11% (-25) YoY +2.85% (-63)	All Managers (Combined)	$260.4K	0.0% ($260.4K/$1.3B)	QoQ -14.89% (-$45.6K) YoY -31.35% (-$119.0K)
Ares Management Corp(AREScusip03990B101)	1.8K	QoQ +0.45% (-8) YoY +0.45% (+8)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$1.3B)	QoQ -16.80% (-$52.2K) YoY +10.75% (+$25.1K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	190	QoQ 0.00% (+0) YoY NEW(+190)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$1.3B)	QoQ +7.14% (+$17.1K) YoY NEW(+$256.5K)
(cusip316092790)✕	4.0K	QoQ +2.55% (+99) YoY -22.13% (-1.1K)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$1.3B)	QoQ +0.56% (+$1.4K) YoY -15.24% (-$45.8K)
(cusip464287457)✕	3.1K	QoQ -0.58% (-18) YoY -1.41% (-44)	All Managers (Combined)	$253.9K	0.0% ($253.9K/$1.3B)	QoQ +0.32% (-$826) YoY -0.25% (-$651)
STAG Industrial, Inc.(STAGcusip85254J102)	7.0K	QoQ +0.34% (+24) YoY +0.34% (-24)	All Managers (Combined)	$253.7K	0.0% ($253.7K/$1.3B)	QoQ +7.16% (+$17.0K) YoY -5.71% (-$15.4K)
ONEOK INC /NEW/(OKEcusip682680103)	2.6K	QoQ +0.62% (-16) YoY NEW(+2.6K)	All Managers (Combined)	$253.6K	0.0% ($253.6K/$1.3B)	QoQ -0.55% (-$1.4K) YoY NEW(+$253.6K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.3K	QoQ +1.68% (-38) YoY +2.37% (-53)	All Managers (Combined)	$250.7K	0.0% ($250.7K/$1.3B)	QoQ -10.03% (-$28.0K) YoY -1.03% (-$2.6K)
SYSCO CORP(SYYcusip871829107)	3.3K	QoQ -1.44% (-49) YoY +7.93% (-245)	All Managers (Combined)	$250.2K	0.0% ($250.2K/$1.3B)	QoQ -3.27% (-$8.5K) YoY -0.23% (-$582)
LINDE PLC(LINcusipG54950103)	529	QoQ -47.67% (-482) YoY NEW(+529)	All Managers (Combined)	$246.3K	0.0% ($246.3K/$1.3B)	QoQ -41.78% (-$176.8K) YoY NEW(+$246.3K)