CIK 1957394
Beaumont Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 25K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 8K | $1M+ | SH |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | 40K | $1M+ | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 25K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 36K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 60K | $1M+ | SH |
| TSLA | TESLA INC COM | 4K | $1M+ | SH |
| KO | COCA COLA CO COM | 25K | $1M+ | SH |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | 70K | $1M+ | SH |
| EBC | EASTERN BANKSHARES INC COM | 93K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 9K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 14K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 15K | $1M+ | SH |
| RDDT | REDDIT INC CL A | 7K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 32K | $1M+ | SH |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | 27K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 15K | $1M+ | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 15K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 7K | $1M+ | SH |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 21K | $1M+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 10K | $1M+ | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 30K | $1M+ | SH |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | 18K | $1M+ | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 12K | $1M+ | SH |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | 28K | $1M+ | SH |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 75K | $1M+ | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 18K | $1M+ | SH |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 74K | $1M+ | SH |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | 53K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 2K | $1M+ | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 8K | $1M+ | SH |
| AMGN | AMGEN INC COM | 4K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 9K | $1M+ | SH |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 53K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 4K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP COM | 4K | $1M+ | SH |
| GBUG | SPROTT ACTIVE GOLD & SILVER MINERS ETF | 30K | $1M+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 22K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 26K | $1M+ | SH |
| PGR | PROGRESSIVE CORP COM | 6K | $1M+ | SH |
| ITM | VANECK INTERMEDIATE MUNI ETF | 27K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 14K | $1M+ | SH |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 33K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 6K | $1M+ | SH |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | 26K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 13K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 19K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 2K | $1M+ | SH |
| KKR | KKR & CO INC COM | 9K | $1M+ | SH |