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

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Page 6 of 19

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87283Q404

Shares:43.9K

Value:$1.8M

Mastercard Inc

MA|57636Q104

Shares:3.2K

Value:$1.8M

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.8K

Value:$1.8M

316092501

Shares:24.8K

Value:$1.7M

COCA COLA CO

KO|191216100

Shares:23.8K

Value:$1.7M

87283Q701

Shares:34.0K

Value:$1.7M

316092857

Shares:61.4K

Value:$1.7M

46641Q647

Shares:33.5K

Value:$1.7M

316092709

Shares:24.2K

Value:$1.7M

808524508

Shares:62.9K

Value:$1.6M

QUALCOMM INC/DE

QCOM|747525103

Shares:10.7K

Value:$1.6M

ORACLE CORP

ORCL|68389X105

Shares:11.7K

Value:$1.6M

Eastern Bankshares, Inc.

EBC|27627N105

Shares:94.3K

Value:$1.5M

LAM RESEARCH CORP

LRCX|512807306

Shares:21.0K

Value:$1.5M

46138J783

Shares:76.3K

Value:$1.5M

922908553

VNQ|922908553

Shares:16.5K

Value:$1.5M

RTX Corp

RTX|75513E101

Shares:11.2K

Value:$1.5M

46138J791

Shares:75.2K

Value:$1.5M

00162Q387

Shares:27.5K

Value:$1.5M

46138J825

Shares:70.3K

Value:$1.5M

Instrument	Shares		Other Manager	Value
(cusip87283Q404)✕	43.9K	QoQ 0.00% (+3) YoY +8.24% (+3.3K)	All Managers (Combined)	$1.8M	QoQ +2.05% (+$35.7K) YoY +15.08% (+$232.6K)
Mastercard Inc(MAcusip57636Q104)	3.2K	QoQ +8.34% (+249) YoY -9.94% (-357)	All Managers (Combined)	$1.8M	QoQ +12.77% (+$200.8K) YoY +2.50% (-$43.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.8K	QoQ -12.25% (-526) YoY -7.17% (-291)	All Managers (Combined)	$1.8M	QoQ -19.51% (-$428.2K) YoY -1.94% (-$35.1K)
(cusip316092501)✕	24.8K	QoQ +0.25% (+64) YoY +17.98% (+3.8K)	All Managers (Combined)	$1.7M	QoQ +1.48% (+$25.2K) YoY +38.08% (+$475.5K)
COCA COLA CO(KOcusip191216100)	23.8K	QoQ +3.03% (+699) YoY -20.48% (-6.1K)	All Managers (Combined)	$1.7M	QoQ +18.52% (+$265.8K) YoY -6.91% (-$126.4K)
(cusip87283Q701)✕	34.0K	QoQ -6.49% (-2.4K) YoY NEW(+34.0K)	All Managers (Combined)	$1.7M	QoQ -6.36% (-$114.9K) YoY NEW(+$1.7M)
(cusip316092857)✕	61.4K	QoQ -2.02% (-1.3K) YoY +30.81% (+14.5K)	All Managers (Combined)	$1.7M	QoQ -0.39% (-$6.7K) YoY +37.73% (+$462.3K)
(cusip46641Q647)✕	33.5K	QoQ +4.24% (+1.4K) YoY -7.00% (-2.5K)	All Managers (Combined)	$1.7M	QoQ +3.93% (+$63.4K) YoY -8.35% (-$152.8K)
(cusip316092709)✕	24.2K	QoQ +1.61% (-386) YoY +31.31% (+5.8K)	All Managers (Combined)	$1.7M	QoQ -1.04% (-$17.4K) YoY +32.59% (+$407.7K)
(cusip808524508)✕	62.9K	QoQ -4.82% (-3.2K) YoY +177.66% (-40.2K)	All Managers (Combined)	$1.6M	QoQ -10.01% (-$183.2K) YoY -10.65% (-$196.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	10.7K	QoQ +7.68% (+764) YoY +25.69% (+2.2K)	All Managers (Combined)	$1.6M	QoQ +7.68% (+$117.3K) YoY +14.03% (+$202.4K)
ORACLE CORP(ORCLcusip68389X105)	11.7K	QoQ +2.12% (-243) YoY +4.74% (+529)	All Managers (Combined)	$1.6M	QoQ -14.32% (-$273.1K) YoY +16.57% (+$232.2K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	94.3K	QoQ -5.56% (-5.6K) YoY -14.93% (-16.5K)	All Managers (Combined)	$1.5M	QoQ -10.21% (-$175.9K) YoY +1.24% (-$19.0K)
LAM RESEARCH CORP(LRCXcusip512807306)	21.0K	QoQ +0.89% (+186) YoY NEW(+21.0K)	All Managers (Combined)	$1.5M	QoQ +1.55% (+$23.3K) YoY NEW(+$1.5M)
(cusip46138J783)✕	76.3K	QoQ -2.26% (-1.8K) YoY +2.21% (+1.7K)	All Managers (Combined)	$1.5M	QoQ -1.71% (-$26.1K) YoY +3.80% (+$54.9K)
(VNQcusip922908553)	16.5K	QoQ +0.10% (+18) YoY -10.01% (-1.8K)	All Managers (Combined)	$1.5M	QoQ +1.75% (+$25.6K) YoY -5.79% (-$91.6K)
RTX Corp(RTXcusip75513E101)	11.2K	QoQ -3.64% (-425) YoY -2.90% (-336)	All Managers (Combined)	$1.5M	QoQ +10.29% (-$138.9K) YoY +31.87% (-$359.7K)
(cusip46138J791)✕	75.2K	QoQ -2.30% (-1.8K) YoY -15.41% (-13.7K)	All Managers (Combined)	$1.5M	QoQ -2.05% (-$30.7K) YoY -14.22% (-$242.9K)
(cusip00162Q387)✕	27.5K	QoQ -2.94% (-834) YoY -45.02% (-22.5K)	All Managers (Combined)	$1.5M	QoQ -2.75% (-$41.5K) YoY -40.77% (-$1.0M)
(cusip46138J825)✕	70.3K	QoQ -2.32% (-1.7K) YoY -16.56% (-14.0K)	All Managers (Combined)	$1.5M	QoQ -2.18% (-$32.5K) YoY -15.54% (-$267.8K)