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:
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Page 19 of 19
389638107
Shares:10.6K
Value:$161.9K
92864M400
Shares:12.3K
Value:$22.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip389638107)✕ | 10.6K | All Managers (Combined) | $161.9K | ||
16.0K | All Managers (Combined) | $153.1K | |||
10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $146.9K | QoQ NEW(+$146.9K) YoY NEW(+$146.9K) | |
SONO TEK CORP(SOTKcusip835483108) | 36.7K | All Managers (Combined) | $133.5K | ||
10.1K | QoQ 0.00% (-0)YoY -0.98% (-100) | All Managers (Combined) | $128.4K | ||
22.7K | All Managers (Combined) | $70.0K | |||
(cusip92864M400)✕ | 12.3K | QoQ NEW(+12.3K) YoY NEW(+12.3K) | All Managers (Combined) | $22.6K | QoQ NEW(+$22.6K) YoY NEW(+$22.6K) |
10.7K | All Managers (Combined) | $13.9K |