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 2 of 19
389637109
Shares:298.0K
Value:$19.4M
46654Q609
Shares:253.8K
Value:$18.7M
87283Q867
Shares:568.0K
Value:$18.3M
00775Y645
Shares:596.2K
Value:$17.4M
316092360
Shares:352.5K
Value:$15.3M
464287572
Shares:144.2K
Value:$13.9M
92189H748
Shares:238.6K
Value:$12.6M
69374H881
Shares:227.7K
Value:$12.5M
46090A879
Shares:431.7K
Value:$10.8M
33733E302
Shares:47.5K
Value:$10.6M
46429B663
Shares:80.0K
Value:$9.7M
33739H101
Shares:376.3K
Value:$9.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
38.2K | All Managers (Combined) | $19.6M | |||
(cusip389637109)✕ | 298.0K | YoY NEW(+298.0K) | All Managers (Combined) | $19.4M | YoY NEW(+$19.4M) |
(cusip46654Q609)✕ | 253.8K | All Managers (Combined) | $18.7M | ||
(cusip87283Q867)✕ | 568.0K | All Managers (Combined) | $18.3M | ||
(cusip00775Y645)✕ | 596.2K | All Managers (Combined) | $17.4M | ||
81.5K | All Managers (Combined) | $16.4M | |||
PEPSICO INC(PEPcusip713448108) | 102.9K | All Managers (Combined) | $15.4M | ||
(cusip316092360)✕ | 352.5K | All Managers (Combined) | $15.3M | ||
535.8K | All Managers (Combined) | $15.2M | |||
(cusip464287572)✕ | 144.2K | All Managers (Combined) | $13.9M | ||
(cusip92189H748)✕ | 238.6K | All Managers (Combined) | $12.6M | ||
(cusip69374H881)✕ | 227.7K | All Managers (Combined) | $12.5M | ||
192.5K | All Managers (Combined) | $11.9M | |||
(cusip46090A879)✕ | 431.7K | All Managers (Combined) | $10.8M | ||
91.6K | All Managers (Combined) | $10.6M | |||
(cusip33733E302)✕ | 47.5K | All Managers (Combined) | $10.6M | ||
(cusip46429B663)✕ | 80.0K | All Managers (Combined) | $9.7M | ||
(cusip33739H101)✕ | 376.3K | QoQ NEW(+376.3K) YoY NEW(+376.3K) | All Managers (Combined) | $9.6M | QoQ NEW(+$9.6M) YoY NEW(+$9.6M) |
282.1K | All Managers (Combined) | $9.5M | |||
62.8K | QoQ -0.02% (-18) | All Managers (Combined) | $8.4M |