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 3 of 19
01989A209
Shares:336.7K
Value:$8.4M
577125818
Shares:277.8K
Value:$8.1M
98149E303
Shares:123.1K
Value:$7.6M
33740F888
Shares:304.5K
Value:$7.5M
02072L607
Shares:192.7K
Value:$6.8M
46434V456
Shares:158.8K
Value:$6.3M
78468R663
Shares:57.3K
Value:$5.3M
389930207
Shares:121.2K
Value:$4.4M
85207H104
Shares:173.1K
Value:$4.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip01989A209)✕ | 336.7K | QoQ NEW(+336.7K) YoY NEW(+336.7K) | All Managers (Combined) | $8.4M | QoQ NEW(+$8.4M) YoY NEW(+$8.4M) |
(cusip577125818)✕ | 277.8K | All Managers (Combined) | $8.1M | ||
(cusip98149E303)✕ | 123.1K | YoY NEW(+123.1K) | All Managers (Combined) | $7.6M | YoY NEW(+$7.6M) |
(cusip33740F888)✕ | 304.5K | All Managers (Combined) | $7.5M | ||
(cusip02072L607)✕ | 192.7K | All Managers (Combined) | $6.8M | ||
CHEVRON CORP(CVXcusip166764100) | 38.4K | All Managers (Combined) | $6.4M | ||
58.4K | All Managers (Combined) | $6.4M | |||
(cusip46434V456)✕ | 158.8K | QoQ NEW(+158.8K) YoY NEW(+158.8K) | All Managers (Combined) | $6.3M | QoQ NEW(+$6.3M) YoY NEW(+$6.3M) |
35.4K | All Managers (Combined) | $6.1M | |||
28.3K | QoQ NEW(+28.3K) YoY NEW(+28.3K) | All Managers (Combined) | $5.5M | QoQ NEW(+$5.5M) YoY NEW(+$5.5M) | |
(cusip78468R663)✕ | 57.3K | YoY NEW(+57.3K) | All Managers (Combined) | $5.3M | YoY NEW(+$5.3M) |
20.8K | QoQ -0.26% (-55)YoY +2.58% (+524) | All Managers (Combined) | $5.1M | ||
5.2K | QoQ +2.82% (+142)YoY +1.87% (+95) | All Managers (Combined) | $4.9M | ||
38.5K | All Managers (Combined) | $4.7M | |||
Broadcom Inc.(AVGOcusip11135F101) | 28.0K | All Managers (Combined) | $4.7M | ||
16.3K | All Managers (Combined) | $4.6M | |||
69.0K | All Managers (Combined) | $4.5M | |||
(cusip389930207)✕ | 121.2K | QoQ +0.58% (-700)YoY NEW(+121.2K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
Alphabet Inc.(GOOGcusip02079K107) | 28.3K | All Managers (Combined) | $4.4M | ||
(cusip85207H104)✕ | 173.1K | All Managers (Combined) | $4.2M |