All Stocks Held By Beaumont Financial Advisors LLC

As of 12/31/2023, we find all stocks held by Beaumont Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Beaumont Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Beaumont Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Beaumont Financial Advisors LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
APPLE INC	299,622	-4,910	$57,686
AAPL	299,622	-4,910	$57,686
MICROSOFT CORP	136,138	-161	$51,193
MSFT	136,138	-161	$51,193
ALPHABET INC	240,794	-380	$33,637
GOOGL	240,794	-380	$33,637
ISHARES TR (IVV)	68,637	-393	$32,783
IVV	68,637	-393	$32,783
J P MORGAN EXCHANGE TRADED FD (JGRO)	500,316	+126,546	$30,564
JGRO	500,316	+126,546	$30,564
ISHARES TR (IJH)	109,380	-1,566	$30,315
IJH	109,380	-1,566	$30,315
ISHARES TR (IOO)	325,404	-70,629	$26,202
IOO	325,404	-70,629	$26,202
J P MORGAN EXCHANGE TRADED FD (JQUA)	541,527	-54,560	$25,917
JQUA	541,527	-54,560	$25,917
AMAZON COM INC	167,935	+228	$25,516
AMZN	167,935	+228	$25,516
MCDONALDS CORP	80,057	-384	$23,738
MCD	80,057	-384	$23,738
ISHARES TR (IJT)	189,444	+2,122	$23,707
IJT	189,444	+2,122	$23,707
LOWES COS INC	99,190	+76	$22,075
LOW	99,190	+76	$22,075
BERKSHIRE HATHAWAY INC DEL			$21,090
BRK.B	57,610	-344	$20,547
BRK.A	1	UNCH	$543
J P MORGAN EXCHANGE TRADED FD (JPEF)	398,248	+398,248	$20,996
JPEF	398,248	+398,248	$20,996
FIDELITY COVINGTON TRUST	571,640	+571,640	$20,688
FMIL	571,640	+571,640	$20,688
VANGUARD INDEX FDS (VUG)	66,489	-1,589	$20,670
VUG	66,489	-1,589	$20,670
JOHNSON & JOHNSON	131,481	+585	$20,608
JNJ	131,481	+585	$20,608
T. ROWE PRICE ETF INC (TCAF)	743,383	+743,383	$20,540
TCAF	743,383	+743,383	$20,540
VANECK ETF TRUST (MOAT)	238,886	+60,133	$20,274
MOAT	238,886	+60,133	$20,274
VISA INC COM	69,956	-652	$18,213
V	69,956	-652	$18,213
VANGUARD INDEX FDS (VOO)	38,116	-2,929	$16,649
VOO	38,116	-2,929	$16,649
PEPSICO INC	93,281	-1,095	$15,843
PEP	93,281	-1,095	$15,843
VANGUARD INTL EQUITY INDEX FDS (VT)	150,685	-15,741	$15,502
VT	150,685	-15,741	$15,502
J P MORGAN EXCHANGE TRADED FD (JEPI)	280,693	-30,790	$15,433
JEPI	280,693	-30,790	$15,433
MATTHEWS ASIA FDS	534,458	+76,472	$15,108
MEM	534,458	+76,472	$15,108
META PLATFORMS INC	39,552	-266	$14,000
META	39,552	-266	$14,000
GLOBAL X FDS	398,151	-15,796	$13,720
PAVE	398,151	-15,796	$13,720
SONY CORP	132,242	-368	$12,522
SONY	132,242	-368	$12,522
VANECK ETF TRUST (HAP)	254,408	+23,631	$12,418
HAP	254,408	+23,631	$12,418
PACER FDS TR	232,503	+228,329	$12,088
COWZ	232,503	+228,329	$12,088
ISHARES TR (DGRO)	222,690	-28,915	$11,985
DGRO	222,690	-28,915	$11,985
PIMCO ETF TR (MINT)	116,537	+116,537	$11,629
MINT	116,537	+116,537	$11,629
SPROTT PHYSICAL GOLD & SILVER	566,908	+4,334	$10,856
CEF	566,908	+4,334	$10,856
NVIDIA CORPORATION	21,279	+91	$10,538
NVDA	21,279	+91	$10,538
ADVISORS INNER CIRCLE FD III	421,116	-17,777	$9,706
SAMT	421,116	-17,777	$9,706
DICKS SPORTING GOODS INC	64,659	-735	$9,502
DKS	64,659	-735	$9,502
FIRST TR EXCHANGE TRADED FD (FDN)	50,516	-383	$9,424
FDN	50,516	-383	$9,424
NEXTERA ENERGY INC	141,607	+2,824	$8,601
NEE	141,607	+2,824	$8,601
ISHARES TR (HDV)	84,169	-2,386	$8,584
HDV	84,169	-2,386	$8,584
INVESCO ACTIVELY MANAGED ETF (VRIG)	338,855	-27,425	$8,468
VRIG	338,855	-27,425	$8,468
ABBOTT LABS	70,734	-1,164	$7,786
ABT	70,734	-1,164	$7,786
ISHARES TR (DVY)	65,169	-2,763	$7,639
DVY	65,169	-2,763	$7,639
VANECK ETF TRUST (CLOI)	129,389	-1,763	$6,744
CLOI	129,389	-1,763	$6,744
FIRST TR EXCHANGE TRADED FD VI (UCON)	262,345	-17,615	$6,490
UCON	262,345	-17,615	$6,490
VANGUARD INDEX FDS (VTV)	38,813	-1,986	$5,802
VTV	38,813	-1,986	$5,802
EA SERIES TRUST	158,941	+14,134	$5,229
FRDM	158,941	+14,134	$5,229
GENERAL DYNAMICS CORP	19,761	+1,216	$5,131
GD	19,761	+1,216	$5,131
AMERICAN ELEC PWR CO INC	51,262	+46,006	$4,164
AEP	51,262	+46,006	$4,164
TJX COS INC	42,728	-1,700	$4,008
TJX	42,728	-1,700	$4,008
FIDELITY COVINGTON TRUST	27,649	-12,189	$3,972
FTEC	27,649	-12,189	$3,972
BROADCOM INC	3,545	+545	$3,957
AVGO	3,545	+545	$3,957
SPDR SER TR (SPLG)	70,510	-588	$3,942
SPLG	70,510	-588	$3,942
HOME DEPOT INC	11,367	+62	$3,939
HD	11,367	+62	$3,939
ALPHABET INC	26,542	+296	$3,740
GOOG	26,542	+296	$3,740
ELI LILLY & CO	6,356	+129	$3,705
LLY	6,356	+129	$3,705
VANGUARD MUN BD FDS (VTEB)	71,989	+35,441	$3,675
VTEB	71,989	+35,441	$3,675
COSTCO WHSL CORP	5,124	+16	$3,382
COST	5,124	+16	$3,382
JPMORGAN CHASE & CO	19,362	+361	$3,294
JPM	19,362	+361	$3,294
AMERICAN TOWER CORP	14,685	-3,484	$3,170
AMT	14,685	-3,484	$3,170
SCHWAB STRATEGIC TR	51,675	-7,888	$2,914
SCHX	51,675	-7,888	$2,914
PROCTER AND GAMBLE CO	19,503	+303	$2,858
PG	19,503	+303	$2,858
DISNEY WALT CO	30,929	-48,699	$2,793
DIS	30,929	-48,699	$2,793
BANK OF AMERICA CORP	81,800	-2,378	$2,754
BAC	81,800	-2,378	$2,754
SPROTT PHYSICAL GOLD TR	160,447	+22,800	$2,556
PHYS	160,447	+22,800	$2,556
FIRST TR EXCHANGE TRADED FD (RDVY)	49,282	+49,282	$2,546
RDVY	49,282	+49,282	$2,546
ISHARES TR (IJR)	23,271	+1,820	$2,519
IJR	23,271	+1,820	$2,519
SPDR S&P 500 ETF TR (SPY)	5,237	+677	$2,489
SPY	5,237	+677	$2,489
MERCK & CO. INC	22,640	+207	$2,468
MRK	22,640	+207	$2,468
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)	10,065	-8	$2,388
VTI	10,065	-8	$2,388
FIDELITY COVINGTON TRUST	57,992	+33,119	$2,370
FUTY	57,992	+33,119	$2,370
UNITEDHEALTH GROUP INC	4,419	-272	$2,326
UNH	4,419	-272	$2,326
ALPS ETF TR (OUSA)	49,959	-2,312	$2,303
OUSA	49,959	-2,312	$2,303
SELECT SECTOR SPDR TR (XLC)	31,007	-19,485	$2,253
XLC	31,007	-19,485	$2,253
VANGUARD INDEX FDS (VV)	10,274	-4	$2,241
VV	10,274	-4	$2,241
SELECT SECTOR SPDR TR (XLP)	29,669	-1,130	$2,137
XLP	29,669	-1,130	$2,137
ISHARES TR (IWF)	7,042	+111	$2,135
IWF	7,042	+111	$2,135
J P MORGAN EXCHANGE TRADED FD (JPST)	42,430	-34,675	$2,131
JPST	42,430	-34,675	$2,131
EXXON MOBIL CORP	21,051	+668	$2,105
XOM	21,051	+668	$2,105
ISHARES TR (SGOV)	20,893	-723,121	$2,095
SGOV	20,893	-723,121	$2,095
INVESCO QQQ TR	5,067	+328	$2,075
QQQ	5,067	+328	$2,075
HONEYWELL INTL INC	9,226	+8	$1,935
HON	9,226	+8	$1,935
DEERE & CO	4,826	-5	$1,930
DE	4,826	-5	$1,930
SCHWAB STRATEGIC TR	22,928	-9,586	$1,902
SCHG	22,928	-9,586	$1,902
TOAST INC	103,026	UNCH	$1,881
TOST	103,026	UNCH	$1,881
J P MORGAN EXCHANGE TRADED FD (JMUB)	36,038	-3,379	$1,836
JMUB	36,038	-3,379	$1,836
VANECK ETF TRUST (ITM)	37,942	-428	$1,784
ITM	37,942	-428	$1,784
COCA COLA CO	29,688	-248	$1,749
KO	29,688	-248	$1,749
EASTERN BANKSHARES INC (EBC)	121,396	+681	$1,724
EBC	121,396	+681	$1,724
SCHWAB U.S. MID CAP ETF (SCHM)	22,757	-2,764	$1,714
SCHM	22,757	-2,764	$1,714
INVESCO EXCHANGE TRADED FD TR (BSCP)	83,135	-6,668	$1,701
BSCP	83,135	-6,668	$1,701
ABBVIE INC	10,923	+201	$1,693
ABBV	10,923	+201	$1,693
INVESCO EXCHANGE TRADED FD TR (BSCQ)	87,627	-7,105	$1,691
BSCQ	87,627	-7,105	$1,691
VANGUARD BD INDEX FDS (BND)	22,938	+204	$1,687
BND	22,938	+204	$1,687
AMERICAN EXPRESS CO	8,786	+64	$1,646
AXP	8,786	+64	$1,646
FIDELITY COVINGTON TRUST	25,149	+20,992	$1,627
FHLC	25,149	+20,992	$1,627
LAM RESEARCH CORP	2,076	+4	$1,626
LRCX	2,076	+4	$1,626
NOVO NORDISK A S ADR	15,664	-920	$1,620
NVO	15,664	-920	$1,620
ISHARES TR (EEM)	40,206	+130	$1,617
EEM	40,206	+130	$1,617
VANGUARD INDEX FDS (VNQ)	18,285	-125	$1,616
VNQ	18,285	-125	$1,616
AZENTA INC	24,531	-7,000	$1,598
AZTA	24,531	-7,000	$1,598
FIDELITY COVINGTON TRUST	35,612	+29,901	$1,589
FSTA	35,612	+29,901	$1,589
SELECT SECTOR SPDR TR (XLY)	8,710	-8,638	$1,557
XLY	8,710	-8,638	$1,557
VANGUARD SCOTTSDALE FDS (VGSH)	26,582	-2,320	$1,550
VGSH	26,582	-2,320	$1,550
MASTERCARD INCORPORATED	3,580	-14	$1,527
MA	3,580	-14	$1,527
INVESCO EXCHANGE TRADED FD TR (BSCO)	72,530	-7,118	$1,515
BSCO	72,530	-7,118	$1,515
CHEVRON CORP	10,136	+93	$1,512
CVX	10,136	+93	$1,512
BLACKSTONE GROUP INC	11,280	+148	$1,477
BX	11,280	+148	$1,477
INTERNATIONAL BUSINESS MACHS	9,001	+88	$1,472
IBM	9,001	+88	$1,472
T. ROWE PRICE ETF INC (TDVG)	40,629	-1,535	$1,433
TDVG	40,629	-1,535	$1,433
INVESCO EXCH TRD SLF IDX FD	73,130	-6,693	$1,423
BSCR	73,130	-6,693	$1,423
INTEL CORP	28,324	+489	$1,423
INTC	28,324	+489	$1,423
ENTERPRISE PRODS PARTNERS L P	53,587	UNCH	$1,412
EPD	53,587	UNCH	$1,412
VANGUARD SCOTTSDALE FDS (VCSH)	18,246	-679	$1,412
VCSH	18,246	-679	$1,412
FIDELITY COVINGTON TRUST	52,907	+52,907	$1,410
FREL	52,907	+52,907	$1,410
FIDELITY COVINGTON TRUST	28,265	+28,265	$1,378
FMAT	28,265	+28,265	$1,378
VANGUARD TAX MANAGED FDS (VEA)	28,722	+5,459	$1,376
VEA	28,722	+5,459	$1,376
AMGEN INC	4,757	+48	$1,370
AMGN	4,757	+48	$1,370
FIDELITY COVINGTON TRUST	22,321	-24,871	$1,367
FIDU	22,321	-24,871	$1,367
FIDELITY COVINGTON TRUST	25,440	+25,440	$1,362
FNCL	25,440	+25,440	$1,362
SPDR S&P MIDCAP 400 ETF TR (MDY)	2,660	-20	$1,350
MDY	2,660	-20	$1,350
ISHARES TR (IBB)	9,776	-743	$1,328
IBB	9,776	-743	$1,328
SELECT SECTOR SPDR TR (XLI)	11,576	+395	$1,320
XLI	11,576	+395	$1,320
ISHARES TR (MUB)	12,057	-5,556	$1,307
MUB	12,057	-5,556	$1,307
QUALCOMM INC	8,523	+276	$1,233
QCOM	8,523	+276	$1,233
NXP SEMICONDUCTORS N V	5,187	-7	$1,191
NXPI	5,187	-7	$1,191
ORACLE CORP	11,237	-564	$1,185
ORCL	11,237	-564	$1,185
THERMO FISHER SCIENTIFIC INC	2,182	+33	$1,158
TMO	2,182	+33	$1,158
NIKE INC	10,594	-31,680	$1,150
NKE	10,594	-31,680	$1,150
UNION PAC CORP	4,550	-610	$1,118
UNP	4,550	-610	$1,118
S&P GLOBAL INC	2,507	-16	$1,104
SPGI	2,507	-16	$1,104
ISHARES TR (EFA)	14,587	-1,181	$1,099
EFA	14,587	-1,181	$1,099
SCHWAB STRATEGIC TR	15,407	-6,846	$1,080
SCHV	15,407	-6,846	$1,080
BAIN CAP SPECIALTY FIN INC	70,905	-5,919	$1,069
BCSF	70,905	-5,919	$1,069
BRISTOL MYERS SQUIBB CO	20,607	-4,238	$1,057
BMY	20,607	-4,238	$1,057
ISHARES SILVER TRUST (SLV)	48,397	-510	$1,054
SLV	48,397	-510	$1,054
TEXAS INSTRS INC	6,072	+77	$1,035
TXN	6,072	+77	$1,035
VANGUARD INTL EQUITY INDEX FDS (VEU)	18,438	-1,039	$1,035
VEU	18,438	-1,039	$1,035
J P MORGAN EXCHANGE TRADED FD (JAVA)	18,430	+2,600	$1,025
JAVA	18,430	+2,600	$1,025
ADOBE SYSTEMS INCORPORATED	1,715	+11	$1,023
ADBE	1,715	+11	$1,023
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	13,091	-33	$997
SCHD	13,091	-33	$997
VANGUARD WHITEHALL FDS (VYM)	8,314	-279	$928
VYM	8,314	-279	$928
VANECK ETF TRUST (SMOT)	28,329	+4,550	$892
SMOT	28,329	+4,550	$892
COMCAST CORP	19,937	+25	$874
CMCSA	19,937	+25	$874
PROSHARES TR (NOBL)	8,956	-1,675	$853
NOBL	8,956	-1,675	$853
ISHARES TR (IGSB)	16,581	+820	$850
IGSB	16,581	+820	$850
KKR & CO INC	10,220	UNCH	$847
KKR	10,220	UNCH	$847
KIMBERLY CLARK CORP	6,951	-245	$845
KMB	6,951	-245	$845
DELL TECHNOLOGIES INC	11,016	-270	$843
DELL	11,016	-270	$843
RTX CORPORATION	9,941	-325	$836
RTX	9,941	-325	$836
SPDR SER TR (SPYV)	17,936	+17,936	$836
SPYV	17,936	+17,936	$836
BLACKROCK INC	1,029	+3	$835
BLK	1,029	+3	$835
DOUBLELINE ETF TRUST (DBND)	17,961	+234	$831
DBND	17,961	+234	$831
ISHARES TR (IWD)	4,953	+207	$819
IWD	4,953	+207	$819
TESLA INC	3,231	+3	$803
TSLA	3,231	+3	$803
SELECT SECTOR SPDR TR (XLK)	4,163	-890	$801
XLK	4,163	-890	$801
SELECT SECTOR SPDR TR (XLE)	9,489	+3,076	$796
XLE	9,489	+3,076	$796
BLACKSTONE SECD LENDING FD	28,490	UNCH	$787
BXSL	28,490	UNCH	$787
SELECT SECTOR SPDR TR (XLF)	20,933	+1,041	$787
XLF	20,933	+1,041	$787
SELECT SECTOR SPDR TR (XLV)	5,703	+116	$778
XLV	5,703	+116	$778
TRAVELERS COMPANIES INC	3,958	+25	$754
TRV	3,958	+25	$754
SPDR DOW JONES INDUSTRIAL AVERAGE (DIA)	1,982	+235	$747
DIA	1,982	+235	$747
PARKER HANNIFIN CORP	1,564	-90	$721
PH	1,564	-90	$721
ISHARES TR (SOXX)	1,251	-173	$721
SOXX	1,251	-173	$721
AUTOMATIC DATA PROCESSING INC	3,077	-1,253	$717
ADP	3,077	-1,253	$717
ADVANCED MICRO DEVICES INC	4,839	+87	$713
AMD	4,839	+87	$713
VANGUARD WORLD FD (MGC)	4,158	+659	$704
MGC	4,158	+659	$704
SOUTHERN CO	9,764	-9	$685
SO	9,764	-9	$685
INVESCO EXCH TRADED FD TR II (SPLV)	10,917	-1,090	$684
SPLV	10,917	-1,090	$684
SPDR SER TR (SDY)	5,394	-81	$674
SDY	5,394	-81	$674
SALESFORCE COM INC	2,521	+544	$663
CRM	2,521	+544	$663
EDWARDS LIFESCIENCES CORP	8,519	+37	$650
EW	8,519	+37	$650
STRYKER CORPORATION	2,150	+57	$644
SYK	2,150	+57	$644
VANGUARD INDEX FDS (VXF)	3,885	-77	$639
VXF	3,885	-77	$639
ISHARES TR (IWR)	8,149	UNCH	$633
IWR	8,149	UNCH	$633
ISHARES TR (QLTA)	12,884	-2,070	$620
QLTA	12,884	-2,070	$620
LOCKHEED MARTIN CORP	1,361	+255	$617
LMT	1,361	+255	$617
BROADRIDGE FINL SOLUTIONS INC	2,928	+11	$602
BR	2,928	+11	$602
DANAHER CORPORATION	2,543	+20	$588
DHR	2,543	+20	$588
PFIZER INC	20,403	-5,128	$587
PFE	20,403	-5,128	$587
WISDOMTREE TR	8,326	UNCH	$585
DGRW	8,326	UNCH	$585
INTUIT	932	+25	$583
INTU	932	+25	$583
ISHARES TR (SHY)	6,905	+464	$566
SHY	6,905	+464	$566
SSGA ACTIVE ETF TR (TOTL)	14,032	+2,445	$565
TOTL	14,032	+2,445	$565
WASTE MGMT INC DEL	3,157	+46	$565
WM	3,157	+46	$565
SCHWAB U.S. SMALL CAP ETF (SCHA)	11,582	-2,754	$547
SCHA	11,582	-2,754	$547
VANGUARD SCOTTSDALE FDS (VONG)	6,908	+226	$539
VONG	6,908	+226	$539
CISCO SYS INC	10,589	+471	$535
CSCO	10,589	+471	$535
PGIM ETF TR (PAB)	12,437	-9,631	$528
PAB	12,437	-9,631	$528
ACCENTURE PLC IRELAND	1,497	+24	$525
ACN	1,497	+24	$525
VANGUARD INDEX FDS (VO)	2,256	+408	$525
VO	2,256	+408	$525
ISHARES TR (SUB)	4,973	+375	$524
SUB	4,973	+375	$524
REPUBLIC SVCS INC	3,106	+30	$512
RSG	3,106	+30	$512
J P MORGAN EXCHANGE TRADED FD (JBND)	9,632	+9,632	$510
JBND	9,632	+9,632	$510
VANGUARD INDEX FDS (VB)	2,365	+19	$505
VB	2,365	+19	$505
ISHARES TR (IUSG)	4,801	UNCH	$500
IUSG	4,801	UNCH	$500
AIR PRODS & CHEMS INC	1,767	+24	$484
APD	1,767	+24	$484
PAYPAL HLDGS INC	7,870	-5,785	$483
PYPL	7,870	-5,785	$483
ISHARES TR (AGG)	4,859	-2,334	$482
AGG	4,859	-2,334	$482
ISHARES TR (IJJ)	4,225	-490	$482
IJJ	4,225	-490	$482
CATERPILLAR INC	1,618	+237	$478
CAT	1,618	+237	$478
PROGRESSIVE CORP	2,971	+55	$473
PGR	2,971	+55	$473
VANGUARD SCOTTSDALE FDS (VCIT)	5,724	-916	$465
VCIT	5,724	-916	$465
CONSTELLATION BRANDS INC	1,915	-10	$463
STZ	1,915	-10	$463
FASTENAL CO	7,106	-416	$460
FAST	7,106	-416	$460
ISHARES TR (IUSV)	5,385	UNCH	$454
IUSV	5,385	UNCH	$454
ISHARES TR (IVW)	6,044	-1,480	$454
IVW	6,044	-1,480	$454
ROPER TECHNOLOGIES INC	832	+20	$454
ROP	832	+20	$454
VANGUARD INTL EQUITY INDEX FDS (VWO)	11,037	+1,492	$454
VWO	11,037	+1,492	$454
WISDOMTREE TR	15,654	-1,525	$452
XSOE	15,654	-1,525	$452
BOEING CO	1,713	+87	$447
BA	1,713	+87	$447
STARBUCKS CORP	4,581	+226	$440
SBUX	4,581	+226	$440
CARPENTER TECHNOLOGY CORP	6,185	UNCH	$438
CRS	6,185	UNCH	$438
VANGUARD WORLD FD (MGK)	1,675	+1	$435
MGK	1,675	+1	$435
REVOLUTION MEDICINES INC	14,924	+14,924	$428
RVMD	14,924	+14,924	$428
WALMART INC	2,673	+111	$421
WMT	2,673	+111	$421
SPDR GOLD TR (GLD)	2,195	+150	$420
GLD	2,195	+150	$420
ISHARES TR (IWB)	1,581	-352	$415
IWB	1,581	-352	$415
SEI INVTS CO	6,483	-160	$412
SEIC	6,483	-160	$412
STERIS PLC	1,849	-6	$407
STE	1,849	-6	$407
VANGUARD SCOTTSDALE FDS (VCLT)	5,064	-3	$406
VCLT	5,064	-3	$406
ISHARES TR (USMV)	5,177	-537	$404
USMV	5,177	-537	$404
COPART INC	8,207	+30	$402
CPRT	8,207	+30	$402
DIAGEO PLC	2,701	-137	$393
DEO	2,701	-137	$393
FIDELITY COMWLTH TR	6,623	+250	$392
ONEQ	6,623	+250	$392
SPDR SER TR (TFI)	8,232	-375	$387
TFI	8,232	-375	$387
FAIR ISAAC CORP	332	+2	$386
FICO	332	+2	$386
COLGATE PALMOLIVE CO	4,815	-59	$384
CL	4,815	-59	$384
ISHARES INC (IEMG)	7,562	-770	$382
IEMG	7,562	-770	$382
KENVUE INC	17,532	+509	$377
KVUE	17,532	+509	$377
ALPS ETF TR (AMLP)	8,744	+161	$372
AMLP	8,744	+161	$372
FIRST TR EXCHANGE TRADED FD (FTSL)	8,050	-1,297	$371
FTSL	8,050	-1,297	$371
ISHARES TR (EZU)	7,733	UNCH	$367
EZU	7,733	UNCH	$367
VANGUARD INDEX FDS (VOE)	2,515	UNCH	$365
VOE	2,515	UNCH	$365
SPDR INDEX SHS FDS (SPDW)	10,704	-757	$364
SPDW	10,704	-757	$364
VANGUARD SPECIALIZED FUNDS (VIG)	2,136	-2,229	$364
VIG	2,136	-2,229	$364
CME GROUP INC	1,721	-8	$362
CME	1,721	-8	$362
GENERAL ELECTRIC CO	2,811	+56	$359
GE	2,811	+56	$359
FIRST TR EXCHANGE TRADED FD (EMLP)	12,917	UNCH	$358
EMLP	12,917	UNCH	$358
ECOLAB INC	1,797	+25	$356
ECL	1,797	+25	$356
IPG PHOTONICS CORP	3,275	UNCH	$355
IPGP	3,275	UNCH	$355
CANADIAN NATL RY CO	2,810	UNCH	$353
CNI	2,810	UNCH	$353
BECTON DICKINSON & CO	1,409	UNCH	$344
BDX	1,409	UNCH	$344
SPDR SER TR (XBI)	3,857	UNCH	$344
XBI	3,857	UNCH	$344
KRANESHARES TR (KBA)	16,400	UNCH	$340
KBA	16,400	UNCH	$340
INVESCO EXCHANGE TRADED FD TR (RSP)	2,102	+55	$332
RSP	2,102	+55	$332
LENNAR CORP	2,204	+336	$328
LEN	2,204	+336	$328
ISHARES TR (QUAL)	2,201	-385	$324
QUAL	2,201	-385	$324
ISHARES TR (EIS)	5,550	UNCH	$323
EIS	5,550	UNCH	$323
VANGUARD STAR FDS (VXUS)	5,548	UNCH	$322
VXUS	5,548	UNCH	$322
ISHARES TR (URTH)	2,410	-200	$321
URTH	2,410	-200	$321
ABERDEEN STD GOLD ETF TR (SGOL)	16,125	+1,100	$318
SGOL	16,125	+1,100	$318
ANALOG DEVICES INC	1,593	-63	$316
ADI	1,593	-63	$316
NUSHARES ETF TR (NUAG)	14,909	UNCH	$315
NUAG	14,909	UNCH	$315
ARROWHEAD PHARMACEUTICALS INC	10,175	-447	$311
ARWR	10,175	-447	$311
VANGUARD BD INDEX FDS (BSV)	4,039	UNCH	$311
BSV	4,039	UNCH	$311
EVERSOURCE ENERGY	5,036	-23	$311
ES	5,036	-23	$311
FIVE BELOW INC	1,445	-107	$308
FIVE	1,445	-107	$308
ISHARES INC (EMXC)	5,539	-528	$307
EMXC	5,539	-528	$307
SELECT SECTOR SPDR TR (XLU)	4,829	-100	$306
XLU	4,829	-100	$306
EATON CORP PLC	1,254	+99	$302
ETN	1,254	+99	$302
THE CIGNA GROUP	1,004	-14,666	$301
CI	1,004	-14,666	$301
PHILLIPS 66	2,258	+41	$301
PSX	2,258	+41	$301
REGENERON PHARMACEUTICALS	337	+10	$296
REGN	337	+10	$296
J P MORGAN EXCHANGE TRADED FD (JPIB)	6,180	UNCH	$295
JPIB	6,180	UNCH	$295
SCHWAB CHARLES CORP	4,288	+112	$295
SCHW	4,288	+112	$295
NORTHROP GRUMMAN CORP	628	+7	$294
NOC	628	+7	$294
EOG RES INC	2,421	-24	$293
EOG	2,421	-24	$293
NORFOLK SOUTHN CORP	1,241	-9	$293
NSC	1,241	-9	$293
SPROTT FDS TR	6,040	+1,250	$292
URNM	6,040	+1,250	$292
FEDEX CORP	1,148	+15	$290
FDX	1,148	+15	$290
SPDR SER TR (SPSM)	6,875	+656	$290
SPSM	6,875	+656	$290
AFLAC INC	3,467	+28	$286
AFL	3,467	+28	$286
SPROTT PHYSICAL SILVER TR	35,395	+2,650	$286
PSLV	35,395	+2,650	$286
GRANITESHARES ETF TR (COMB)	14,691	-2,190	$285
COMB	14,691	-2,190	$285
PAYCHEX INC	2,351	UNCH	$280
PAYX	2,351	UNCH	$280
ZOETIS INC	1,415	+105	$279
ZTS	1,415	+105	$279
3M CO	2,515	-63	$275
MMM	2,515	-63	$275
SPDR SER TR (SPTM)	4,697	UNCH	$275
SPTM	4,697	UNCH	$275
STAG INDL INC	7,000	UNCH	$275
STAG	7,000	UNCH	$275
SYSCO CORP	3,757	-17	$275
SYY	3,757	-17	$275
ISHARES INC (SCZ)	4,409	-150	$273
SCZ	4,409	-150	$273
J P MORGAN EXCHANGE TRADED FD (JCPB)	5,740	-125	$270
JCPB	5,740	-125	$270
ISHARES TR (FLOT)	5,219	-120	$264
FLOT	5,219	-120	$264
TARGET CORP	1,854	+1,854	$264
TGT	1,854	+1,854	$264
ISHARES TR (IVE)	1,494	-702	$260
IVE	1,494	-702	$260
PROLOGIS INC	1,943	-33	$259
PLD	1,943	-33	$259
AT&T INC	15,453	-365	$259
T	15,453	-365	$259
STATE STR CORP	3,326	-33	$258
STT	3,326	-33	$258
MCCORMICK & CO INC	3,690	+159	$252
MKC	3,690	+159	$252
VANGUARD WORLD FD (EDV)	3,075	-2,604	$249
EDV	3,075	-2,604	$249
IRON MTN INC DEL	3,541	-164	$248
IRM	3,541	-164	$248
SPDR SER TR (MDYV)	3,385	-1,424	$248
MDYV	3,385	-1,424	$248
PIMCO ETF TR (MUNI)	4,685	-780	$247
MUNI	4,685	-780	$247
ISHARES TR (ISTB)	5,166	+46	$246
ISTB	5,166	+46	$246
HERSHEY CO	1,313	-4	$245
HSY	1,313	-4	$245
HENRY JACK ASSOC INC	1,478	+4	$242
JKHY	1,478	+4	$242
ISHARES TR (IWM)	1,200	+1,200	$241
IWM	1,200	+1,200	$241
PAYCOM SOFTWARE INC	1,164	+3	$241
PAYC	1,164	+3	$241
BOOKING HOLDINGS INC	67	+1	$238
BKNG	67	+1	$238
FIRST TR EXCHANGE TRADED FD (SKYY)	2,701	UNCH	$237
SKYY	2,701	UNCH	$237
SPDR SER TR (JNK)	2,490	UNCH	$236
JNK	2,490	UNCH	$236
L3HARRIS TECHNOLOGIES INC	1,121	+1,121	$236
LHX	1,121	+1,121	$236
HERCULES CAPITAL INC	14,093	+396	$235
HTGC	14,093	+396	$235
MORGAN STANLEY NEW	2,524	+2,524	$235
MS	2,524	+2,524	$235
CAMECO CORP	5,298	UNCH	$228
CCJ	5,298	UNCH	$228
ISHARES TR (IGV)	563	+563	$228
IGV	563	+563	$228
ISHARES TR (MTUM)	1,449	-638	$227
MTUM	1,449	-638	$227
WATSCO INC	526	+526	$225
WSO	526	+526	$225
ALPS ETF TR (DTEC)	5,366	+5,366	$222
DTEC	5,366	+5,366	$222
EMERSON ELEC CO	2,278	+114	$222
EMR	2,278	+114	$222
VERIZON COMMUNICATIONS INC	5,880	+5,880	$222
VZ	5,880	+5,880	$222
J P MORGAN EXCHANGE TRADED FD (JMST)	4,353	+4,353	$221
JMST	4,353	+4,353	$221
BOSTON SCIENTIFIC CORP	3,810	+3,810	$220
BSX	3,810	+3,810	$220
CVS HEALTH CORP	2,778	+2,778	$219
CVS	2,778	+2,778	$219
SEMPRA	2,926	-139	$219
SRE	2,926	-139	$219
ASTRAZENECA PLC	3,222	UNCH	$217
AZN	3,222	UNCH	$217
ANSYS INC	596	+596	$216
ANSS	596	+596	$216
EASTMAN CHEM CO	2,400	+2,400	$216
EMN	2,400	+2,400	$216
NUSHARES ETF TR (NULG)	3,100	-3,673	$215
NULG	3,100	-3,673	$215
BCE INC	5,365	-2,735	$211
BCE	5,365	-2,735	$211
APPLIED MATLS INC	1,297	+1,297	$210
AMAT	1,297	+1,297	$210
ARES MANAGEMENT CORPORATION	1,755	+1,755	$209
ARES	1,755	+1,755	$209
ALLSTATE CORP	1,481	+1,481	$207
ALL	1,481	+1,481	$207
SPDR SER TR (MDYG)	2,734	-305	$207
MDYG	2,734	-305	$207
VERTEX PHARMACEUTICALS INC	509	+509	$207
VRTX	509	+509	$207
GLOBANT S A	843	+843	$201
GLOB	843	+843	$201
YUM BRANDS INC	1,537	+1,537	$201
YUM	1,537	+1,537	$201
HEICO CORP NEW	1,120	+1,120	$200
HEI	1,120	+1,120	$200
SONO TEK CORP	36,671	UNCH	$198
SOTK	36,671	UNCH	$198
GOLUB CAP BDC INC	12,528	+240	$189
GBDC	12,528	+240	$189
PENNANTPARK INVT CORP	20,843	+1,091	$144
PNNT	20,843	+1,091	$144
ENERGY TRANSFER L P	10,186	+10,186	$141
ET	10,186	+10,186	$141
NEW MTN FIN CORP	10,199	+10,199	$130
NMFC	10,199	+10,199	$130
ULTRAPAR PARTICIPACOES SA	22,743	UNCH	$123
UGP	22,743	UNCH	$123
BARINGS BDC INC	13,989	+402	$120
BBDC	13,989	+402	$120
BLACKROCK CAP INVT CORP	30,105	+793	$117
BKCC	30,105	+793	$117
NATURA &CO HLDG S A	10,399	UNCH	$71
NTCO	10,399	UNCH	$71
SANDSTORM GOLD LTD	10,000	UNCH	$50
SAND	10,000	UNCH	$50
GINKGO BIOWORKS HOLDINGS INC	15,000	+0	$25
DNA	15,000	UNCH	$25
GLOBAL X FDS			$0 (exited)
BFIT	0	-10,232	$0
VANECK ETF TRUST			$0 (exited)
BIZD	0	-27,372	$0
CHINDATA GROUP HLDGS LTD			$0 (exited)
CD	0	-13,428	$0
EQRX INC			$0 (exited)
EQRX	0	-268,427	$0
FIDELITY COVINGTON TRUST			$0 (exited)
FENY	0	-105,066	$0
ISHARES TR			$0 (exited)
GBF	0	-2,577	$0
GLOBAL X FDS			$0 (exited)
GNOM	0	-12,509	$0
FIRST TR EXCHANGE TRADED FD			$0 (exited)
GRID	0	-2,149	$0
ISHARES INC			$0 (exited)
GVI	0	-2,769	$0
NUVEEN MUN CR OPPORTUNITIES FD			$0 (exited)
NMCO	0	-14,000	$0
SPDR INDEX SHS FDS			$0 (exited)
NZAC	0	-10,480	$0
SPRINGBIG HOLDINGS INC			$0 (exited)
SBIG	0	-10,000	$0
SPDR SER TR			$0 (exited)
SHE	0	-2,655	$0
SPDR SER TR			$0 (exited)
SLYV	0	-3,144	$0
DBX ETF TR			$0 (exited)
USSG	0	-5,930	$0
WELLS FARGO CO NEW	0	-5,041	$0 (exited)
WFC	0	-5,041	$0

See Summary: Beaumont Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Beaumont Financial Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
JPEF	+398,248	+$20,996
FMIL	+571,640	+$20,688
TCAF	+743,383	+$20,540
MINT	+116,537	+$11,629
RDVY	+49,282	+$2,546
FREL	+52,907	+$1,410
FMAT	+28,265	+$1,378
FNCL	+25,440	+$1,362
SPYV	+17,936	+$836
JBND	+9,632	+$510

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FENY	-105,066	-$2,617
EQRX	-268,427	-$596
BIZD	-27,372	-$439
NZAC	-10,480	-$298
GVI	-2,769	-$281
GBF	-2,577	-$258
USSG	-5,930	-$235
SLYV	-3,144	-$228
SHE	-2,655	-$226
BFIT	-10,232	-$214

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
COWZ	+228,329	+$11,882
JGRO	+126,546	+$10,422
MEM	+76,472	+$3,068
MOAT	+60,133	+$6,717
AEP	+46,006	+$3,769
VTEB	+35,441	+$1,917
FUTY	+33,119	+$1,427
FSTA	+29,901	+$1,346
HAP	+23,631	+$1,087
PHYS	+22,800	+$585

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SGOV	-723,121	-$72,805
IOO	-70,629	-$2,803
JQUA	-54,560	+$124
DIS	-48,699	-$3,661
JPST	-34,675	-$1,738
NKE	-31,680	-$2,892
JEPI	-30,790	-$1,250
DGRO	-28,915	-$477
VRIG	-27,425	-$669

Beaumont Financial Advisors LLC Info

Size ($ in 1000's)
At 12/31/2023: $1,096,451
At 09/30/2023: $1,001,155

Beaumont Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beaumont Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

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