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 • $1,275,048.775K total value

368 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 5 of 19

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AbbVie Inc.

ABBV|00287Y109

Shares:11.1K

Value:$2.3M

33738R506

Shares:39.4K

Value:$2.3M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:9.3K

Value:$2.3M

DEERE & CO

DE|244199105

Shares:4.8K

Value:$2.3M

Toast, Inc.

TOST|888787108

Shares:65.0K

Value:$2.2M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.0K

Value:$2.1M

81369Y308

Shares:24.9K

Value:$2.0M

464288414

MUB|464288414

Shares:18.8K

Value:$2.0M

74347G416

Shares:91.7K

Value:$2.0M

Walt Disney Co

DIS|254687106

Shares:19.8K

Value:$2.0M

922907746

VTEB|922907746

Shares:38.8K

Value:$1.9M

31423L404

Shares:76.9K

Value:$1.9M

316092303

Shares:37.4K

Value:$1.9M

46641Q274

Shares:40.1K

Value:$1.9M

81369Y407

Shares:9.6K

Value:$1.9M

316092600

Shares:27.5K

Value:$1.9M

Merck & Co., Inc.

MRK|58933Y105

Shares:20.9K

Value:$1.9M

921937835

BND|921937835

Shares:25.4K

Value:$1.9M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:8.5K

Value:$1.8M

808524300

SCHG|808524300

Shares:72.1K

Value:$1.8M

Instrument	Shares		Other Manager	Value
AbbVie Inc.(ABBVcusip00287Y109)	11.1K	QoQ +3.46% (+371) YoY +0.78% (+86)	All Managers (Combined)	$2.3M	QoQ +21.99% (+$418.3K) YoY +15.95% (+$319.3K)
(cusip33738R506)✕	39.4K	QoQ -16.17% (-7.6K) YoY -19.33% (-9.5K)	All Managers (Combined)	$2.3M	QoQ -17.02% (-$473.7K) YoY -15.93% (-$437.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	9.3K	QoQ +0.31% (+29) YoY +2.89% (+260)	All Managers (Combined)	$2.3M	QoQ +13.47% (+$273.1K) YoY +33.98% (+$583.5K)
DEERE & CO(DEcusip244199105)	4.8K	QoQ -5.51% (-281) YoY -5.70% (-291)	All Managers (Combined)	$2.3M	QoQ +4.66% (-$100.6K) YoY +7.74% (-$162.3K)
Toast, Inc.(TOSTcusip888787108)	65.0K	QoQ +0.02% (-16) YoY -36.89% (-38.0K)	All Managers (Combined)	$2.2M	QoQ -8.97% (-$212.7K) YoY -16.00% (-$410.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.0K	QoQ -2.30% (-95) YoY -8.65% (-382)	All Managers (Combined)	$2.1M	QoQ +1.15% (-$24.1K) YoY -3.29% (-$71.9K)
(cusip81369Y308)✕	24.9K	QoQ -0.51% (-130) YoY -9.60% (-2.7K)	All Managers (Combined)	$2.0M	QoQ +3.35% (-$66.1K) YoY -3.32% (-$70.0K)
(MUBcusip464288414)	18.8K	QoQ -16.51% (-3.7K) YoY +28.71% (+4.2K)	All Managers (Combined)	$2.0M	QoQ -17.38% (-$417.1K) YoY +26.13% (+$410.6K)
(cusip74347G416)✕	91.7K	QoQ -1.07% (-998) YoY NEW(+91.7K)	All Managers (Combined)	$2.0M	QoQ +7.92% (-$144.5K) YoY NEW(+$2.0M)
Walt Disney Co(DIScusip254687106)	19.8K	QoQ -7.59% (-1.6K) YoY -33.17% (-9.8K)	All Managers (Combined)	$2.0M	QoQ -18.09% (-$432.0K) YoY -46.09% (-$1.7M)
(VTEBcusip922907746)	38.8K	QoQ -7.24% (-3.0K) YoY -8.12% (-3.4K)	All Managers (Combined)	$1.9M	QoQ -8.18% (-$171.9K) YoY -9.90% (-$211.8K)
(cusip31423L404)✕	76.9K	QoQ -2.31% (-1.8K) YoY NEW(+76.9K)	All Managers (Combined)	$1.9M	QoQ -0.85% (-$16.6K) YoY NEW(+$1.9M)
(cusip316092303)✕	37.4K	QoQ -3.86% (-1.5K) YoY +17.99% (+5.7K)	All Managers (Combined)	$1.9M	QoQ -0.56% (-$10.8K) YoY +26.79% (+$404.0K)
(cusip46641Q274)✕	40.1K	QoQ -4.41% (-1.9K) YoY NEW(+40.1K)	All Managers (Combined)	$1.9M	QoQ -3.22% (-$63.1K) YoY NEW(+$1.9M)
(cusip81369Y407)✕	9.6K	QoQ +13.49% (-1.1K) YoY +21.78% (+1.7K)	All Managers (Combined)	$1.9M	QoQ -0.10% (-$2.0K) YoY +30.76% (+$445.0K)
(cusip316092600)✕	27.5K	QoQ +732.18% (+24.2K) YoY +27.06% (+5.8K)	All Managers (Combined)	$1.9M	QoQ +770.00% (+$1.7M) YoY +24.42% (+$368.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	20.9K	QoQ -8.85% (-2.0K) YoY -13.47% (-3.3K)	All Managers (Combined)	$1.9M	QoQ -17.75% (-$404.9K) YoY -41.14% (-$1.3M)
(BNDcusip921937835)	25.4K	QoQ +0.50% (+127) YoY +10.31% (+2.4K)	All Managers (Combined)	$1.9M	QoQ +2.65% (+$48.3K) YoY +11.56% (+$193.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	8.5K	QoQ -1.82% (-159) YoY -8.76% (-820)	All Managers (Combined)	$1.8M	QoQ -7.96% (-$156.5K) YoY -5.87% (-$112.8K)
(SCHGcusip808524300)	72.1K	QoQ -6.63% (-5.1K) YoY +237.07% (-50.7K)	All Managers (Combined)	$1.8M	QoQ -16.11% (-$347.0K) YoY -8.97% (-$178.0K)