Beaumont Financial Advisors, LLC
CIK Number: 0001957394
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 238.47 | +3.81% | 282.04K | -0.28% | 62.65M | 129.93 | 4.91% | Share |
| 2 | IVV | iShares Core S&... | 646.88 | +0.54% | 93.35K | +0.42% | 52.46M | 424.53 | 4.11% | Share |
| 3 | MSFT | Microsoft Corpo... | 505.35 | +0.05% | 133.65K | -0.32% | 50.17M | 242.55 | 3.93% | Share |
| 4 | GOOGL | Alphabet Inc. | 230.66 | +9.14% | 238.25K | -0.42% | 36.84M | 89.55 | 2.89% | Share |
| 5 | FBTC | Fidelity Wise O... | 97.97 | +1.34% | 487.55K | -0.75% | 35.09M | 55.28 | 2.75% | Share |
| 6 | IJH | iShares Core S&... | 64.79 | -0.18% | 581.22K | +0.94% | 33.91M | 49.57 | 2.66% | Share |
| 7 | SGOV | iShares 0-3 Mon... | 100.40 | +0.01% | 324.6K | +701.88% | 32.68M | 100.64 | 2.56% | Share |
| 8 | BRK-B | Berkshire Hatha... | 501.46 | +0.06% | 59.72K | +3.27% | 31.81M | 318.36 | 2.49% | Share |
| 9 | AMZN | Amazon.com, Inc... | 225.99 | +0.29% | 163.11K | +0.51% | 31.03M | 88.54 | 2.43% | Share |
| 10 | IJT | iShares S&P Sma... | 139.81 | -0.12% | 242.05K | +0.92% | 30.13M | 114.48 | 2.36% | Share |
| 11 | V | Visa Inc. | 350.83 | +0.22% | 68.84K | -1.48% | 24.12M | 209.86 | 1.89% | Share |
| 12 | NVDA | NVIDIA Corporat... | 170.63 | -0.09% | 220.51K | +10.20% | 23.9M | 30.81 | 1.87% | Share |
| 13 | MCD | McDonald's Corp... | 316.32 | +0.18% | 76.49K | -1.31% | 23.89M | 263.53 | 1.87% | Share |
| 14 | MOAT | VanEck Mornings... | 97.52 | +0.06% | 269.13K | -1.77% | 23.68M | 82.99 | 1.86% | Share |
| 15 | VUG | Vanguard Growth... | 459.86 | +1.08% | 61.27K | -1.15% | 22.72M | 213.11 | 1.78% | Share |
| 16 | JPEF | JPMorgan Equity... | 72.35 | +0.29% | 345.96K | -25.91% | 22.02M | 58.32 | 1.73% | Share |
| 17 | LOW | Lowe's Companie... | 260.63 | +0.73% | 91.51K | +2.50% | 21.34M | 200.09 | 1.67% | Share |
| 18 | META | Meta Platforms,... | 737.05 | +0.26% | 36.78K | +0.08% | 21.2M | 155.74 | 1.66% | Share |
| 19 | JNJ | Johnson & Johns... | 177.98 | -0.04% | 126.21K | -0.03% | 20.93M | 176.41 | 1.64% | Share |
| 20 | JQUA | JPMorgan U.S. Q... | 61.63 | +0.26% | 356.14K | -27.89% | 20.11M | 41.27 | 1.58% | Share |
| 21 | VOO | Vanguard S&P 50... | 591.76 | +0.52% | 38.18K | -2.94% | 19.62M | 359 | 1.54% | Share |
| 22 | GBTC | Grayscale Bitco... | 88.17 | +1.32% | 298.05K | -11.28% | 19.42M | 56.09 | 1.52% | Share |
| 23 | JGRO | Jpmorgan Active... | 88.96 | +0.64% | 253.82K | -55.12% | 18.73M | 61.36 | 1.47% | Share |
| 24 | TCAF | T. Rowe Price E... | 36.73 | +0.26% | 567.97K | -4.24% | 18.33M | 27.64 | 1.44% | Share |
| 25 | SAMT | Strategas Macro... | 34.68 | -0.57% | 596.21K | +52.80% | 17.41M | 25.22 | 1.37% | Share |
| 26 | DKS | DICK'S Sporting... | 210.16 | +0.43% | 81.47K | +43.84% | 16.42M | 141.92 | 1.29% | Share |
| 27 | PEP | PepsiCo, Inc. | 148.64 | -1.09% | 102.92K | +10.74% | 15.43M | 177.42 | 1.21% | Share |
| 28 | FFLC | Fidelity Coving... | 50.72 | +0.40% | 352.5K | -28.18% | 15.33M | 36.28 | 1.20% | Share |
| 29 | IOO | iShares Global ... | 114.94 | +0.92% | 144.21K | -5.2% | 13.89M | 70.06 | 1.09% | Share |
| 30 | CLOI | VanEck CLO ETF | 52.90 | +0.05% | 238.63K | +11.18% | 12.61M | 52.19 | 0.99% | Share |
| 31 | COWZ | Pacer US Cash C... | 57.58 | -0.65% | 227.65K | -1.56% | 12.47M | 52.43 | 0.98% | Share |
| 32 | DGRO | iShares Core Di... | 66.54 | -0.19% | 192.46K | +0.72% | 11.89M | 50.83 | 0.93% | Share |
| 33 | VRIG | Invesco Variabl... | 25.11 | +0.02% | 431.71K | +1.63% | 10.83M | 24.84 | 0.85% | Share |
| 34 | VT | Vanguard Total ... | 133.31 | +0.38% | 91.63K | -2.6% | 10.62M | 92.21 | 0.83% | Share |
| 35 | FDN | First Trust Dow... | 277.68 | +1.40% | 47.52K | -2.17% | 10.56M | 123.15 | 0.83% | Share |
| 36 | HDV | iShares Core Hi... | 122.20 | -0.88% | 80.02K | -0.69% | 9.69M | 104.24 | 0.76% | Share |
| 37 | FTGC | First Trust Glo... | 25.71 | -0.48% | 376.27K | +100.00% | 9.6M | 25.52 | 0.75% | Share |
| 38 | BP | BP p.l.c. | 34.47 | -2.15% | 282.13K | +49.51% | 9.53M | 36 | 0.75% | Share |
| 39 | DVY | iShares Select ... | 140.89 | -0.13% | 62.77K | -0.03% | 8.43M | 120.48 | 0.66% | Share |
| 40 | MEM | Matthews Emergi... | 33.68 | 0.00% | 277.8K | -23.6% | 8.14M | 27.77 | 0.64% | Share |
| 41 | GLDM | SPDR Gold MiniS... | 70.57 | +0.74% | 123.11K | -2.92% | 7.62M | 47.07 | 0.60% | Share |
| 42 | UCON | First Trust TCW... | 25.00 | +0.27% | 304.54K | +1.46% | 7.54M | 23.99 | 0.59% | Share |
| 43 | FRDM | Freedom 100 Eme... | 41.88 | +0.89% | 192.71K | +2.14% | 6.75M | 29.71 | 0.53% | Share |
| 44 | CVX | Chevron Corpora... | 157.97 | -2.39% | 38.36K | +2.56% | 6.42M | 161.76 | 0.50% | Share |
| 45 | AEP | American Electr... | 110.03 | -0.05% | 58.45K | +0.28% | 6.39M | 81.4 | 0.50% | Share |
| 46 | IQLT | iShares MSCI In... | 42.87 | +0.36% | 158.79K | +100.00% | 6.3M | 39.69 | 0.49% | Share |
| 47 | VTV | Vanguard Value ... | 181.75 | -0.47% | 35.37K | +0.65% | 6.11M | 140.58 | 0.48% | Share |
| 48 | WCN | Waste Connectio... | 180.70 | -1.18% | 28.34K | +100.00% | 5.53M | 195.19 | 0.43% | Share |
| 49 | BIL | SPDR Bloomberg ... | 91.47 | +0.01% | 57.27K | +105.29% | 5.25M | 91.71 | 0.41% | Share |
| 50 | JPM | JPMorgan Chase ... | 299.47 | -0.08% | 20.82K | -0.26% | 5.11M | 141.25 | 0.40% | Share |
| 51 | COST | Costco Wholesal... | 949.78 | +1.17% | 5.17K | +2.82% | 4.89M | 489.45 | 0.38% | Share |
| 52 | TJX | The TJX Compani... | 139.48 | +0.66% | 38.51K | +0.50% | 4.69M | 79.83 | 0.37% | Share |
| 53 | AVGO | Broadcom Inc. | 302.39 | +1.39% | 28K | -12.8% | 4.69M | 67.8 | 0.37% | Share |
| 54 | PGR | The Progressive... | 246.73 | +0.35% | 16.25K | +419.50% | 4.6M | 255.43 | 0.36% | Share |
| 55 | SPLG | SPDR Portfolio ... | 75.73 | +0.52% | 68.97K | -0.2% | 4.54M | 44.98 | 0.36% | Share |
| 56 | BTC | Grayscale Bitco... | 49.72 | +1.30% | 121.23K | +0.58% | 4.42M | 41.84 | 0.35% | Share |
| 57 | GOOG | Alphabet Inc. | 231.10 | +9.01% | 28.29K | +3.93% | 4.42M | 102.4 | 0.35% | Share |
| 58 | HD | The Home Depot,... | 407.52 | +0.30% | 11.28K | -1.98% | 4.14M | 317.81 | 0.32% | Share |
| 59 | LLY | Eli Lilly and C... | 737.66 | +0.34% | 4.55K | -18.08% | 3.76M | 394.65 | 0.29% | Share |
| 60 | BAC | Bank of America... | 50.09 | -0.65% | 82.64K | -2.67% | 3.45M | 33.35 | 0.27% | Share |
| 61 | PM | Philip Morris I... | 163.25 | -2.48% | 21.48K | +9.91% | 3.41M | 123.81 | 0.27% | Share |
| 62 | IJR | iShares Core S&... | 117.03 | -0.1% | 31.85K | -7.57% | 3.33M | 102.71 | 0.26% | Share |
| 63 | PG | The Procter & G... | 158.17 | +0.11% | 19.51K | -0.01% | 3.32M | 151.67 | 0.26% | Share |
| 64 | VTI | Vanguard Total ... | 317.38 | +0.44% | 11.86K | +1.98% | 3.26M | 214.53 | 0.26% | Share |
| 65 | GD | General Dynamic... | 322.76 | -0.5% | 11.92K | -3.87% | 3.25M | 218.11 | 0.25% | Share |
| 66 | SCHX | Schwab U.S. Lar... | 25.49 | +0.43% | 142.6K | 0.00% | 3.15M | 15.06 | 0.25% | Share |
| 67 | FUTY | Fidelity MSCI U... | 54.17 | -0.22% | 58.73K | -3.46% | 2.99M | 40.78 | 0.23% | Share |
| 68 | JEPI | JPMorgan Equity... | 56.56 | -0.15% | 52.08K | +0.37% | 2.98M | 55.23 | 0.23% | Share |
| 69 | SPY | SPDR S&P 500 ET... | 643.65 | +0.53% | 5.19K | +6.50% | 2.9M | 423.28 | 0.23% | Share |
| 70 | VV | Vanguard Large ... | 297.16 | +0.51% | 10.86K | +3.23% | 2.79M | 179.36 | 0.22% | Share |
| 71 | FTEC | Fidelity MSCI I... | 206.18 | +0.49% | 17.09K | -35.6% | 2.76M | 110.18 | 0.22% | Share |
| 72 | XOM | Exxon Mobil Cor... | 111.95 | -2.39% | 23.18K | +5.25% | 2.76M | 110.7 | 0.22% | Share |
| 73 | ABT | Abbott Laborato... | 132.19 | +0.56% | 20.57K | -72.02% | 2.73M | 109.69 | 0.21% | Share |
| 74 | XLC | Communication S... | 113.08 | +1.69% | 27.53K | -4.54% | 2.66M | 65.69 | 0.21% | Share |
| 75 | IWF | iShares Russell... | 445.97 | +0.97% | 7.03K | -0.72% | 2.54M | 219.52 | 0.20% | Share |
| 76 | NEE | NextEra Energy,... | 71.64 | -1.39% | 33.09K | +23.20% | 2.35M | 67.59 | 0.18% | Share |
| 77 | AXP | American Expres... | 323.71 | -2.26% | 8.63K | +0.33% | 2.32M | 152.82 | 0.18% | Share |
| 78 | ABBV | AbbVie Inc. | 211.88 | -0.02% | 11.07K | +3.47% | 2.32M | 162.23 | 0.18% | Share |
| 79 | RDVY | First Trust Ris... | 65.44 | +0.17% | 39.44K | -16.17% | 2.31M | 51.67 | 0.18% | Share |
| 80 | IBM | International B... | 244.17 | +1.11% | 9.25K | +0.31% | 2.3M | 143.84 | 0.18% | Share |
| 81 | DE | Deere & Company | 469.13 | -1.6% | 4.81K | -5.52% | 2.26M | 426.77 | 0.18% | Share |
| 82 | TOST | Toast, Inc. | 42.46 | -3.04% | 65.02K | +0.02% | 2.16M | 18.05 | 0.17% | Share |
| 83 | UNH | UnitedHealth Gr... | 307.54 | -0.41% | 4.03K | -2.3% | 2.11M | 526.99 | 0.17% | Share |
| 84 | XLP | Consumer Staple... | 80.59 | -0.07% | 24.94K | -0.52% | 2.04M | 74.36 | 0.16% | Share |
| 85 | MUB | iShares Nationa... | 104.25 | +0.26% | 18.8K | -16.52% | 1.98M | 105.95 | 0.16% | Share |
| 86 | SDS | ProShares Ultra... | 15.63 | -0.92% | 91.67K | -1.08% | 1.97M | 19.67 | 0.15% | Share |
| 87 | DIS | The Walt Disney... | 117.33 | -0.79% | 19.81K | -7.6% | 1.96M | 89.89 | 0.15% | Share |
| 88 | VTEB | Vanguard Tax-Ex... | 48.93 | +0.27% | 38.84K | -7.25% | 1.93M | 50.26 | 0.15% | Share |
| 89 | FTRB | Federated Herme... | 25.25 | +0.21% | 76.92K | -2.32% | 1.93M | 24.59 | 0.15% | Share |
| 90 | FSTA | Fidelity MSCI C... | 51.14 | +0.08% | 37.39K | -3.87% | 1.91M | 45.57 | 0.15% | Share |
| 91 | JSCP | JPMorgan Short ... | 47.48 | +0.08% | 40.09K | -4.41% | 1.89M | 46.63 | 0.15% | Share |
| 92 | XLY | Consumer Discre... | 230.94 | +0.40% | 9.58K | +13.50% | 1.89M | 174.94 | 0.15% | Share |
| 93 | FHLC | Fidelity MSCI H... | 65.61 | -0.39% | 27.46K | +732.18% | 1.88M | 67.92 | 0.15% | Share |
| 94 | MRK | Merck & Co., In... | 84.18 | -1.52% | 20.89K | -8.85% | 1.88M | 111.38 | 0.15% | Share |
| 95 | BND | Vanguard Total ... | 73.64 | +0.33% | 25.42K | +0.50% | 1.87M | 71.78 | 0.15% | Share |
| 96 | HON | Honeywell Inter... | 214.00 | -1.65% | 8.54K | -1.83% | 1.81M | 213.99 | 0.14% | Share |
| 97 | SCHG | Schwab U.S. Lar... | 30.55 | +0.94% | 72.12K | -6.64% | 1.81M | 13.89 | 0.14% | Share |
| 98 | TDVG | T. Rowe Price D... | 43.07 | +0.02% | 43.93K | +0.01% | 1.77M | 32.35 | 0.14% | Share |
| 99 | MA | Mastercard Inco... | 593.13 | +0.21% | 3.23K | +8.34% | 1.77M | 372.94 | 0.14% | Share |
| 100 | QQQ | Invesco QQQ Tru... | 570.07 | +0.79% | 3.77K | -12.26% | 1.77M | 293.58 | 0.14% | Share |
| 101 | FNCL | Fidelity MSCI F... | 76.07 | -0.16% | 24.8K | +0.26% | 1.72M | 55.66 | 0.14% | Share |
| 102 | KO | The Coca-Cola C... | 69.01 | -0.07% | 23.75K | +3.03% | 1.7M | 63.51 | 0.13% | Share |
| 103 | TBUX | T. Rowe Price U... | 49.84 | +0.08% | 34.05K | -6.49% | 1.69M | 49.57 | 0.13% | Share |
| 104 | FREL | Fidelity MSCI R... | 27.55 | +0.09% | 61.42K | -2.03% | 1.69M | 26.75 | 0.13% | Share |
| 105 | JMUB | JPMorgan Munici... | 49.48 | +0.20% | 33.52K | +4.25% | 1.68M | 49.73 | 0.13% | Share |
| 106 | FIDU | Fidelity MSCI I... | 79.42 | -0.34% | 24.22K | +1.62% | 1.66M | 56.37 | 0.13% | Share |
| 107 | SCHM | Schwab U.S. Mid... | 29.33 | -0.14% | 62.85K | -4.82% | 1.65M | 21.95 | 0.13% | Share |
| 108 | QCOM | QUALCOMM Incorp... | 157.28 | -0.94% | 10.7K | +7.69% | 1.64M | 120.83 | 0.13% | Share |
| 109 | ORCL | Oracle Corporat... | 223.47 | -0.81% | 11.68K | +2.12% | 1.63M | 91.23 | 0.13% | Share |
| 110 | EBC | Eastern Banksha... | 17.02 | -0.64% | 94.26K | -5.56% | 1.55M | 17.16 | 0.12% | Share |
| 111 | LRCX | Lam Research Co... | 97.74 | +0.73% | 20.97K | +0.90% | 1.52M | 72.23 | 0.12% | Share |
| 112 | BSCR | Invesco BulletS... | 19.70 | +0.05% | 76.32K | -2.27% | 1.5M | 19.03 | 0.12% | Share |
| 113 | VNQ | Vanguard Real E... | 90.75 | +0.04% | 16.45K | +0.11% | 1.49M | 82.49 | 0.12% | Share |
| 114 | RTX | RTX Corporation | 158.08 | +0.04% | 11.23K | -3.64% | 1.49M | 100.68 | 0.12% | Share |
| 115 | BSCQ | Invesco BulletS... | 19.56 | +0.07% | 75.2K | -2.3% | 1.46M | 18.97 | 0.11% | Share |
| 116 | OUSA | ALPS O'Shares U... | 56.05 | +0.45% | 27.51K | -2.94% | 1.46M | 41.45 | 0.11% | Share |
| 117 | BSCP | Invesco BulletS... | 20.70 | +0.05% | 70.35K | -2.32% | 1.45M | 20.18 | 0.11% | Share |
| 118 | WMT | Walmart Inc. | 99.44 | +1.62% | 16.01K | -4.88% | 1.41M | 62.31 | 0.11% | Share |
| 119 | VCSH | Vanguard Short-... | 79.62 | +0.14% | 17.74K | -10.61% | 1.4M | 75.82 | 0.11% | Share |
| 120 | AMGN | Amgen Inc. | 283.85 | -1.07% | 4.28K | -3.23% | 1.33M | 262.66 | 0.10% | Share |
| 121 | MDY | SPDR S&P MIDCAP... | 591.45 | -0.18% | 2.5K | -0.79% | 1.33M | 443.16 | 0.10% | Share |
| 122 | TRV | The Travelers C... | 276.51 | +1.16% | 4.8K | +1.07% | 1.27M | 194.84 | 0.10% | Share |
| 123 | ITM | VanEck Intermed... | 45.60 | +0.23% | 27.76K | -17.27% | 1.26M | 45.61 | 0.10% | Share |
| 124 | VGSH | Vanguard Short-... | 58.68 | +0.07% | 21.41K | -1.23% | 1.26M | 57.82 | 0.10% | Share |
| 125 | SYK | Stryker Corpora... | 388.55 | -0.36% | 3.26K | +15.02% | 1.21M | 293.33 | 0.10% | Share |
| 126 | IBB | iShares Biotech... | 140.36 | -0.04% | 9.38K | -0.58% | 1.2M | 131.19 | 0.09% | Share |
| 127 | XLI | Industrial Sele... | 149.82 | -0.49% | 9.04K | -7.09% | 1.18M | 98.87 | 0.09% | Share |
| 128 | DBND | DoubleLine Oppo... | 46.17 | +0.23% | 24.86K | -3.46% | 1.15M | 46.25 | 0.09% | Share |
| 129 | DIA | SPDR Dow Jones ... | 453.29 | -0.07% | 2.72K | +6.67% | 1.14M | 355.33 | 0.09% | Share |
| 130 | EFA | iShares MSCI EA... | 90.73 | +0.17% | 13.78K | +1.81% | 1.13M | 66.4 | 0.09% | Share |
| 131 | VO | Vanguard Mid Ca... | 287.61 | -0.19% | 4.35K | -38.31% | 1.12M | 237.7 | 0.09% | Share |
| 132 | TMO | Thermo Fisher S... | 484.55 | -0.61% | 2.25K | +11.13% | 1.12M | 537.33 | 0.09% | Share |
| 133 | ADP | Automatic Data ... | 298.86 | -0.3% | 3.61K | +11.33% | 1.1M | 260.87 | 0.09% | Share |
| 134 | SMOT | VanEck Mornings... | 36.16 | -0.19% | 33.2K | +3.21% | 1.09M | 30.32 | 0.09% | Share |
| 135 | KKR | KKR & Co. Inc. | 134.75 | -2.88% | 9.31K | +0.65% | 1.08M | 46.92 | 0.08% | Share |
| 136 | XSOE | WisdomTree Emer... | 35.72 | +0.62% | 34.82K | +122.42% | 1.07M | 29.19 | 0.08% | Share |
| 137 | TXN | Texas Instrumen... | 195.74 | -2.04% | 5.93K | +0.36% | 1.07M | 165.91 | 0.08% | Share |
| 138 | JAVA | JPMorgan Active... | 67.64 | -0.24% | 16.77K | 0.00% | 1.07M | 51.87 | 0.08% | Share |
| 139 | NVO | Novo Nordisk A/... | 56.77 | +0.68% | 15.29K | -7.99% | 1.06M | 74.69 | 0.08% | Share |
| 140 | TSLA | Tesla, Inc. | 334.09 | +1.44% | 4.05K | +22.04% | 1.05M | 225.26 | 0.08% | Share |
| 141 | SPGI | S&P Global Inc. | 539.26 | -0.07% | 2.04K | +1.04% | 1.04M | 336.88 | 0.08% | Share |
| 142 | BCSF | Bain Capital Sp... | 15.59 | -0.06% | 62.11K | -8.01% | 1.03M | 11.9 | 0.08% | Share |
| 143 | BLK | BlackRock, Inc. | 1099.45 | -1.37% | 1.07K | +0.84% | 1.02M | 1024.45 | 0.08% | Share |
| 144 | KMB | Kimberly-Clark ... | 128.00 | -0.65% | 7.04K | +15.90% | 1M | 136.61 | 0.08% | Share |
| 145 | NXPI | NXP Semiconduct... | 228.20 | -1.92% | 5.2K | +0.15% | 988.5K | 158.58 | 0.08% | Share |
| 146 | VEA | Vanguard Develo... | 58.31 | +0.21% | 19.33K | -16.64% | 982.43K | 43.63 | 0.08% | Share |
| 147 | VYM | Vanguard High D... | 138.26 | -0.32% | 7.61K | -3.29% | 981.35K | 108.65 | 0.08% | Share |
| 148 | XLF | Financial Selec... | 53.52 | -0.13% | 19.69K | +15.34% | 980.62K | 36.37 | 0.08% | Share |
| 149 | UNP | Union Pacific C... | 221.73 | -0.12% | 4.09K | +0.66% | 967.28K | 208.27 | 0.08% | Share |
| 150 | SLV | iShares Silver ... | 37.34 | +0.50% | 30.65K | -12.37% | 949.9K | 22.01 | 0.07% | Share |