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 18 of 19
38964R203
Shares:12.9K
Value:$222.1K
26922A289
Shares:5.2K
Value:$219.3K
37954Y343
Shares:4.0K
Value:$212.2K
46432F859
Shares:4.4K
Value:$211.8K
46137V241
Shares:3.2K
Value:$211.0K
464285204
Shares:3.5K
Value:$208.0K
78464A821
Shares:2.5K
Value:$201.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.1K | QoQ -2.47% (-27)YoY -5.17% (-58) | All Managers (Combined) | $222.2K | ||
(cusip38964R203)✕ | 12.9K | QoQ +0.86% (-110)YoY NEW(+12.9K) | All Managers (Combined) | $222.1K | YoY NEW(+$222.1K) |
HERSHEY CO(HSYcusip427866108) | 1.3K | QoQ -0.54% (-7)YoY -2.27% (-30) | All Managers (Combined) | $220.1K | |
(cusip26922A289)✕ | 5.2K | QoQ +0.03% (-2)YoY +0.19% (+10) | All Managers (Combined) | $219.3K | |
1.1K | All Managers (Combined) | $217.4K | |||
163 | QoQ NEW(+163) YoY NEW(+163) | All Managers (Combined) | $216.0K | QoQ NEW(+$216.0K) YoY NEW(+$216.0K) | |
2.4K | QoQ +0.12% (-3)YoY +2.00% (-48) | All Managers (Combined) | $215.7K | ||
2.8K | All Managers (Combined) | $215.2K | |||
14.1K | All Managers (Combined) | $213.4K | |||
(cusip37954Y343)✕ | 4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $212.2K | QoQ NEW(+$212.2K) YoY NEW(+$212.2K) |
3.0K | QoQ -0.06% (-2)YoY +1.19% (+35) | All Managers (Combined) | $212.2K | ||
(cusip46432F859)✕ | 4.4K | QoQ +0.59% (+26) | All Managers (Combined) | $211.8K | |
(cusip46137V241)✕ | 3.2K | QoQ +1.37% (+43)YoY NEW(+3.2K) | All Managers (Combined) | $211.0K | YoY NEW(+$211.0K) |
(cusip464285204)✕ | 3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $208.0K | QoQ NEW(+$208.0K) YoY NEW(+$208.0K) |
3.3K | QoQ -4.07% (-139)YoY 0.00% (-0) | All Managers (Combined) | $206.8K | ||
611 | QoQ 0.00% (-0)YoY NEW(+611) | All Managers (Combined) | $204.4K | YoY NEW(+$204.4K) | |
(cusip78464A821)✕ | 2.5K | QoQ 0.00% (-0)YoY -7.46% (-204) | All Managers (Combined) | $201.0K | |
1.8K | All Managers (Combined) | $200.8K | |||
2.6K | QoQ NEW(+2.6K) | All Managers (Combined) | $200.1K | QoQ NEW(+$200.1K) | |
24.5K | All Managers (Combined) | $171.9K |