Beaumont Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Beaumont Financial Advisors, LLC | Institutional Filer | ▼ 4.14% | $1.46B | 369 |
Current Portfolio Holdings
Showing all 369 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 257K | $65.2M | 4.48% |
| 2 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | — | 647K | $65.1M | 4.48% |
| 3 | GOOGL | Alphabet Inc. | Technology | 215K | $61.7M | 4.24% |
| 4 | IVV | ISHARES CORE S&P 500 ETF | — | 91K | $59.4M | 4.08% |
| 5 | MSFT | Microsoft Corporation | Technology | 109K | $40.3M | 2.77% |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 565K | $38.2M | 2.62% |
| 7 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | — | 952K | $37.4M | 2.57% |
| 8 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | — | 249K | $36.1M | 2.48% |
| 9 | NVDA | NVIDIA Corporation | Technology | 206K | $36.0M | 2.47% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 152K | $31.8M | 2.18% |
| 11 | JPEF | JPMORGAN EQUITY FOCUS ETF | — | 393K | $28.2M | 1.94% |
| 12 | JNJ | Johnson & Johnson | Healthcare | 115K | $28.1M | 1.93% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 57K | $27.2M | 1.87% |
| 14 | CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | — | 565K | $27.0M | 1.85% |
| 15 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | — | 445K | $26.3M | 1.81% |
Showing 1 to 15 of 369 holdings