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 8 of 19

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46641Q167

Shares:16.8K

Value:$1.1M

NOVO NORDISK A S

NVO|670100205

Shares:15.3K

Value:$1.1M

Tesla, Inc.

TSLA|88160R101

Shares:4.0K

Value:$1.0M

S&P Global Inc.

SPGI|78409V104

Shares:2.0K

Value:$1.0M

85207K107

Shares:88.9K

Value:$1.0M

Bain Capital Specialty Finance, Inc.

BCSF|05684B107

Shares:62.1K

Value:$1.0M

BlackRock, Inc.

BLK|09290D101

Shares:1.1K

Value:$1.0M

KIMBERLY CLARK CORP

KMB|494368103

Shares:7.0K

Value:$1.0M

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:5.2K

Value:$988.5K

921943858

VEA|921943858

Shares:19.3K

Value:$982.4K

921946406

VYM|921946406

Shares:7.6K

Value:$981.3K

81369Y605

Shares:19.7K

Value:$980.6K

UNION PACIFIC CORP

UNP|907818108

Shares:4.1K

Value:$967.3K

46428Q109

Shares:30.7K

Value:$949.9K

SPDR GOLD TRUST

GLD|78463V107

Shares:3.3K

Value:$949.1K

808524797

SCHD|808524797

Shares:33.8K

Value:$945.9K

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.1K

Value:$942.4K

CARPENTER TECHNOLOGY CORP

CRS|144285103

Shares:5.2K

Value:$939.4K

464287598

IWD|464287598

Shares:5.0K

Value:$932.9K

81369Y209

Shares:6.2K

Value:$899.4K

Instrument	Shares		Other Manager	Value
(cusip46641Q167)✕	16.8K	QoQ 0.00% (+0) YoY -9.23% (-1.7K)	All Managers (Combined)	$1.1M	QoQ +0.37% (+$4.0K) YoY -3.70% (-$41.0K)
NOVO NORDISK A S(NVOcusip670100205)	15.3K	QoQ -7.98% (-1.3K) YoY -6.74% (-1.1K)	All Managers (Combined)	$1.1M	QoQ -25.72% (-$367.6K) YoY -49.56% (-$1.0M)
Tesla, Inc.(TSLAcusip88160R101)	4.0K	QoQ +22.04% (-731) YoY +69.89% (+1.7K)	All Managers (Combined)	$1.0M	QoQ -21.68% (-$290.4K) YoY +150.49% (+$630.2K)
S&P Global Inc.(SPGIcusip78409V104)	2.0K	QoQ +1.03% (+21) YoY -15.19% (-366)	All Managers (Combined)	$1.0M	QoQ +3.09% (+$31.1K) YoY +1.31% (-$13.5K)
(cusip85207K107)✕	88.9K	QoQ +15.43% (+11.9K) YoY +104.65% (+45.5K)	All Managers (Combined)	$1.0M	QoQ +38.75% (+$288.1K) YoY +186.37% (+$671.3K)
Bain Capital Specialty Finance, Inc.(BCSFcusip05684B107)	62.1K	QoQ -8.01% (-5.4K) YoY -11.93% (-8.4K)	All Managers (Combined)	$1.0M	QoQ -12.84% (-$151.9K) YoY -6.76% (-$74.8K)
BlackRock, Inc.(BLKcusip09290D101)	1.1K	QoQ +0.84% (-9) YoY NEW(+1.1K)	All Managers (Combined)	$1.0M	QoQ -6.89% (-$75.3K) YoY NEW(+$1.0M)
KIMBERLY CLARK CORP(KMBcusip494368103)	7.0K	QoQ +15.90% (+966) YoY +0.83% (+58)	All Managers (Combined)	$1.0M	QoQ +25.79% (+$205.3K) YoY +10.85% (+$98.0K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	5.2K	QoQ +0.15% (-8) YoY +0.25% (-13)	All Managers (Combined)	$988.5K	QoQ -8.41% (-$90.9K) YoY -23.09% (-$296.9K)
(VEAcusip921943858)	19.3K	QoQ -16.63% (-3.9K) YoY -29.18% (-8.0K)	All Managers (Combined)	$982.4K	QoQ -11.39% (-$126.3K) YoY -28.25% (-$387.0K)
(VYMcusip921946406)	7.6K	QoQ -3.29% (-259) YoY -5.62% (-454)	All Managers (Combined)	$981.3K	QoQ -2.25% (-$22.7K) YoY +0.57% (-$5.6K)
(cusip81369Y605)✕	19.7K	QoQ +15.34% (+2.6K) YoY +11.45% (+2.0K)	All Managers (Combined)	$980.6K	QoQ +18.87% (+$155.7K) YoY +31.80% (+$236.6K)
UNION PACIFIC CORP(UNPcusip907818108)	4.1K	QoQ +0.66% (+27) YoY -10.90% (-501)	All Managers (Combined)	$967.3K	QoQ +4.28% (+$39.7K) YoY -14.41% (-$162.9K)
(cusip46428Q109)✕	30.7K	QoQ -12.36% (-4.3K) YoY -36.13% (-17.3K)	All Managers (Combined)	$949.9K	QoQ +3.14% (-$29.0K) YoY -13.00% (-$142.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.3K	QoQ +24.77% (+654) YoY +60.91% (+1.2K)	All Managers (Combined)	$949.1K	QoQ +48.48% (+$309.9K) YoY +125.38% (+$528.0K)
(SCHDcusip808524797)	33.8K	QoQ -0.46% (-157) YoY +163.95% (-21.0K)	All Managers (Combined)	$945.9K	QoQ +1.87% (-$17.4K) YoY -8.46% (-$87.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.1K	QoQ +18.87% (+335) YoY +46.02% (+665)	All Managers (Combined)	$942.4K	QoQ +9.25% (+$79.9K) YoY +43.40% (+$285.2K)
CARPENTER TECHNOLOGY CORP(CRScusip144285103)	5.2K	QoQ 0.00% (+0) YoY -16.16% (-1.0K)	All Managers (Combined)	$939.4K	QoQ +6.75% (+$59.5K) YoY +112.66% (-$497.7K)
(IWDcusip464287598)	5.0K	QoQ +0.12% (+6) YoY -0.02% (-1)	All Managers (Combined)	$932.9K	QoQ +1.74% (+$16.0K) YoY +5.01% (-$44.6K)
(cusip81369Y209)✕	6.2K	QoQ -2.83% (-180) YoY +8.05% (+459)	All Managers (Combined)	$899.4K	QoQ +3.11% (-$27.2K) YoY +6.79% (+$57.2K)