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 301–350 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | 3K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 824 | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 1K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY COM | 4K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 COM | 2K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 52 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 5K | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 997 | $100K–$500K | SH |
| U | UNITY SOFTWARE INC COM | 6K | $100K–$500K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 611 | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 6K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 3K | $100K–$500K | SH |
| SRE | SEMPRA COM | 3K | $100K–$500K | SH |
| POW | VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | 14K | $100K–$500K | SH |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 6K | $100K–$500K | SH |
| DASH | DOORDASH INC CL A | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 2K | $100K–$500K | SH |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 3K | $100K–$500K | SH |
| DTEC | ALPS DISRUPTIVE TECHNOLOGIES ETF | 5K | $100K–$500K | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. COM | 2K | $100K–$500K | SH |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | 6K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP COM | 12K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC COM | 1K | $100K–$500K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 5K | $100K–$500K | SH |
| NUAG | NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | 12K | $100K–$500K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 3K | $100K–$500K | SH |
| URA | GLOBAL X URANIUM ETF | 6K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC COM | 13K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 4K | $100K–$500K | SH |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 5K | $100K–$500K | SH |
| URNM | SPROTT URANIUM MINERS ETF | 4K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 868 | $100K–$500K | SH |
| PFE | PFIZER INC COM | 9K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL COM | 3K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP COM | 138 | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 947 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC COM | 68 | $100K–$500K | SH |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 2K | $100K–$500K | SH |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | 2K | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 1K | $100K–$500K | SH |
| PLNT | PLANET FITNESS INC CL A | 2K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC COM | 16K | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 2K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 803 | $100K–$500K | SH |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 5K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 486 | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 3K | $100K–$500K | SH |