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 251–300 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ETN | EATON CORP PLC SHS | 1K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 986 | $100K–$500K | SH |
| AFL | AFLAC INC COM | 4K | $100K–$500K | SH |
| VICR | VICOR CORP COM | 4K | $100K–$500K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 6K | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS | 6K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 2K | $100K–$500K | SH |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | 6K | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 4K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1K | $100K–$500K | SH |
| RIOT | RIOT PLATFORMS INC COM | 31K | $100K–$500K | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 5K | $100K–$500K | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 5K | $100K–$500K | SH |
| URTH | ISHARES MSCI WORLD ETF | 2K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 3K | $100K–$500K | SH |
| T | AT&T INC COM | 15K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 4K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 4K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 650 | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 2K | $100K–$500K | SH |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 9K | $100K–$500K | SH |
| HODL | VANECK BITCOIN ETF | 14K | $100K–$500K | SH |
| CCJ | CAMECO CORP COM | 4K | $100K–$500K | SH |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | 3K | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 424 | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 4K | $100K–$500K | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 4K | $100K–$500K | SH |
| ALL | ALLSTATE CORP COM | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 4K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 1K | $100K–$500K | SH |
| SIXG | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | 5K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 576 | $100K–$500K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 1K | $100K–$500K | SH |
| BA | BOEING CO COM | 1K | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 2K | $100K–$500K | SH |
| MMM | 3M CO COM | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 289 | $100K–$500K | SH |
| FQAL | FQAL | 4K | $100K–$500K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 1K | $100K–$500K | SH |
| CIEN | CIENA CORP COM NEW | 1K | $100K–$500K | SH |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 6K | $100K–$500K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 7K | $100K–$500K | SH |
| PSTG | PURE STORAGE INC CL A | 4K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 3K | $100K–$500K | SH |
| COKE | COCA COLA CONS INC COM | 2K | $100K–$500K | SH |