Beaumont Financial Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Beaumont Financial Advisors, LLC reported 365 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.8%) and iShares Core S&P 500 ETF (IVV, 4.1%). Compared with Q1 2024, it opened 18 new positions, sold out of 17, added to 135 and reduced 152. The biggest buy was a new position in Fidelity Wise Origin Bitcoin (FBTC) and the biggest sale an exit from Blackstone Private Credit-I.
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.3B (Q2 2024)
- SEC Filing
- 0001957394-24-000010 ↗ filed Jul 24, 2024
Holdings Value
Holdings 365 stocks · $1.3B
| AAPL Apple Inc. | 4.90% | 290,968 | $61.3M | Reduce -2.0% |
| MSFT Microsoft Corp. | 4.83% | 135,011 | $60.3M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 4.14% | 94,601 | $51.8M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 3.51% | 240,695 | $43.8M | Reduce -0.9% |
| JGRO JPMorgan Active Growth ETF | 3.02% | 502,541 | $37.8M | Reduce -14.2% |
| AMZN Amazon.com Inc. | 2.60% | 168,114 | $32.5M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 2.57% | 549,530 | $32.2M | Reduce -0.9% |
| JQUA JPMorgan US Quality Factor | 2.13% | 502,938 | $26.6M | Reduce -5.0% |
| MOAT Vaneck Morningstar Wide Moat | 2.10% | 303,749 | $26.3M | Reduce -1.3% |
| FBTC Fidelity Wise Origin Bitcoin | 2.08% | 496,550 | $26.0M | New |
| IJT iShares S&P Small-Cap 600 GR | 2.00% | 194,877 | $25.0M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.96% | 196,844 | $24.5M | Reduce -5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.91% | 63,700 | $23.8M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 57,963 | $23.6M | Add +0.9% |
| IOO iShares Global 100 ETF | 1.84% | 238,794 | $23.1M | Reduce -24.3% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 1.76% | 504,914 | $22.0M | Reduce -9.7% |
| LOW Lowe's Cos Inc. | 1.67% | 94,481 | $20.8M | Reduce -1.4% |
| MCD McDonald's Corp. | 1.62% | 79,649 | $20.3M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 1.61% | 40,337 | $20.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.57% | 38,867 | $19.6M | Reduce -1.9% |
| GBTC Grayscale Bitcoin Trust ETF | 1.55% | 363,536 | $19.4M | New |
| TCAF T Rowe PRC Cap Appreciation | 1.54% | 611,691 | $19.2M | Reduce -16.1% |
| V Visa Inc. Class A | 1.52% | 72,595 | $19.1M | Add +3.5% |
| JNJ Johnson & Johnson | 1.50% | 128,213 | $18.7M | Reduce -2.9% |
| JPEF JPMorgan Equity Focus ETF | 1.38% | 276,661 | $17.3M | Reduce -27.4% |
| VT Vanguard Tot World STK ETF | 1.28% | 142,000 | $16.0M | Reduce -3.7% |
| MEM Matthews Em MKT Eqty Active | 1.27% | 517,726 | $15.8M | Reduce -1.0% |
| PEP Pepsico Inc. | 1.24% | 93,776 | $15.5M | Reduce -0.8% |
| BP BP PLC-Spons ADR | 1.18% | 406,895 | $14.7M | Add +129.4% |
| PAVE Global X US Infrastructure | 1.02% | 344,231 | $12.7M | Reduce -11.2% |
| CEF Sprott Physical Gold and Sil | 0.99% | 561,723 | $12.4M | Reduce -0.5% |
| DKS Dick's Sporting Goods Inc. | 0.97% | 56,191 | $12.1M | Reduce -2.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.95% | 218,468 | $11.9M | Add +12.0% |
| SONY Sony Group Corp. - SP ADR | 0.93% | 136,708 | $11.6M | Reduce -7.9% |
| DGRO iShares Core Dividend Growth | 0.85% | 184,332 | $10.6M | Add +3.3% |
| SAMT Strategas Macro Them Opps | 0.84% | 400,064 | $10.5M | Reduce -2.6% |
| FDN First Trust DJ Internet Ind | 0.81% | 49,591 | $10.2M | Reduce -1.1% |
| HDV iShares Core High Dividend E | 0.71% | 81,502 | $8.9M | Reduce -2.7% |
| VRIG Invesco Variable Rate Invest filed as POWERSHARES ACTIVELY MANAGED | 0.71% | 351,851 | $8.8M | Add +17.8% |
| DVY iShares Select Dividend ETF | 0.62% | 64,408 | $7.8M | Reduce -0.7% |
| ABT Abbott Laboratories | 0.61% | 73,930 | $7.7M | Add +2.3% |
| CLOI Vaneck Clo ETF | 0.59% | 139,078 | $7.4M | Add +8.7% |
| UCON First Trust Smith Unconstrai | 0.55% | 283,575 | $6.9M | Add +9.8% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.50% | 176,906 | $6.2M | Add +2.4% |
| BABA Alibaba Group Holding-SP ADR | 0.49% | 84,875 | $6.1M | Add +6.1% |
| CVX Chevron Corp. | 0.47% | 37,963 | $5.9M | Add +298.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 36,651 | $5.9M | Reduce -4.8% |
| AVGO Broadcom Inc. | 0.47% | 3,650 | $5.9M | Reduce -0.3% |
| UTES Virtus Reaves Utilities ETF | 0.43% | 103,080 | $5.3M | New |
| AEP American Electric Power | 0.42% | 59,139 | $5.2M | Add +6.7% |
| LLY Eli Lilly & Co. | 0.40% | 5,529 | $5.0M | Reduce -6.7% |
| GLDM SPDR Gold Minishares Trust | 0.40% | 108,036 | $5.0M | New |
| GOOG Alphabet Inc. Class C | 0.39% | 26,403 | $4.8M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 42,553 | $4.7M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 70,317 | $4.5M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.34% | 5,056 | $4.3M | Reduce -0.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.34% | 24,886 | $4.3M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.33% | 20,427 | $4.1M | Add +0.7% |
| HD Home Depot Inc. | 0.31% | 11,435 | $3.9M | Reduce -1.2% |
| GD General Dynamics Corp. | 0.31% | 13,543 | $3.9M | Reduce -31.7% |
| UPS United Parcel Service Class B | 0.28% | 25,686 | $3.5M | Add +1673.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 85,495 | $3.4M | Add +2.1% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 51,002 | $3.3M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.26% | 19,472 | $3.2M | Add +0.3% |
| PHYS Sprott Physical Gold Trust | 0.26% | 177,028 | $3.2M | Add +1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.25% | 31,076 | $3.1M | Add +59.6% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 54,104 | $3.1M | Reduce -4.4% |
| MRK Merck & Co. Inc. | 0.24% | 24,021 | $3.0M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 10,691 | $2.7M | Add +0.9% |
| TOST Toast Inc. Class A | 0.21% | 103,026 | $2.7M | No change |
| RDVY First Trust Rising Dividend | 0.21% | 48,278 | $2.6M | Reduce -1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 26,044 | $2.6M | Reduce -12.1% |
| IWF iShares Russell 1000 Growth | 0.21% | 7,053 | $2.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.20% | 22,245 | $2.6M | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 9,462 | $2.5M | Reduce -4.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 22,906 | $2.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 4,456 | $2.4M | Add +1.5% |
| FUTY Fidelity MSCI US Utilities | 0.19% | 55,137 | $2.4M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 0.19% | 22,730 | $2.4M | Add +55.6% |
| OUSA Alps Oshares US Quality Divi | 0.19% | 48,776 | $2.4M | Reduce -2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 16,044 | $2.3M | Reduce -2.1% |
| XLC SS Comm Select Sector SPDR | 0.18% | 26,705 | $2.3M | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.18% | 2,103 | $2.2M | Add +1.9% |
| UNH Unitedhealth Group Inc. | 0.18% | 4,369 | $2.2M | Reduce -1.0% |
| NEE Nextera Energy Inc. | 0.17% | 30,277 | $2.1M | Reduce -82.8% |
| AMT American Tower Corp. | 0.17% | 10,948 | $2.1M | Reduce -16.5% |
| SCHG Schwab US Large-Cap Growth | 0.17% | 21,048 | $2.1M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 42,277 | $2.1M | No change |
| XLP SS Consumer Staples Sel Sect | 0.17% | 27,509 | $2.1M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 4,336 | $2.1M | Add +6.9% |
| AXP American Express Co. | 0.16% | 8,737 | $2.0M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.16% | 9,374 | $2.0M | Add +0.2% |
| DE Deere & Co. | 0.15% | 5,095 | $1.9M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.15% | 11,038 | $1.9M | Add +0.5% |
| JMUB JPMorgan Municipal ETF | 0.15% | 36,038 | $1.8M | No change |
| BND Vanguard Total Bond Market | 0.14% | 24,857 | $1.8M | Add +7.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.14% | 92,140 | $1.8M | Add +3.6% |
| BSCP Invesco Bulletshares 2025 CB | 0.14% | 86,155 | $1.8M | Add +2.2% |
| SCHM Schwab US Mid Cap ETF | 0.14% | 22,448 | $1.7M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 0.14% | 8,615 | $1.7M | Add +1.2% |
Portfolio Sells Q1 2024 → Q2 2024
| BLACKSTONE PRIVATE CREDIT-I | Sold out | 0.00% | −2.11 |
| NEE Nextera Energy Inc. | Reduce -82.8% | 0.17% | −0.75 |
| JPEF JPMorgan Equity Focus ETF | Reduce -27.4% | 1.38% | −0.50 |
| IOO iShares Global 100 ETF | Reduce -24.3% | 1.84% | −0.48 |
| JGRO JPMorgan Active Growth ETF | Reduce -14.2% | 3.02% | −0.37 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 1.67% | −0.35 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -16.1% | 1.54% | −0.28 |
| PAVE Global X US Infrastructure | Reduce -11.2% | 1.02% | −0.25 |
| MCD McDonald's Corp. | Reduce -0.3% | 1.62% | −0.23 |
| JNJ Johnson & Johnson | Reduce -2.9% | 1.50% | −0.22 |
| FRBP Franklin BSP Capital Corp. | Sold out | 0.00% | −0.22 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 2.57% | −0.20 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.3% | 2.10% | −0.18 |
| JQUA JPMorgan US Quality Factor | Reduce -5.0% | 2.13% | −0.18 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Reduce -9.7% | 1.76% | −0.17 |
| GD General Dynamics Corp. | Reduce -31.7% | 0.31% | −0.15 |
| PEP Pepsico Inc. | Reduce -0.8% | 1.24% | −0.13 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.1% | 2.00% | −0.12 |
| SONY Sony Group Corp. - SP ADR | Reduce -7.9% | 0.93% | −0.12 |
| DKS Dick's Sporting Goods Inc. | Reduce -2.1% | 0.97% | −0.10 |
| DIS The Walt Disney Co. | Reduce -12.1% | 0.21% | −0.09 |
| VT Vanguard Tot World STK ETF | Reduce -3.7% | 1.28% | −0.06 |
| HDV iShares Core High Dividend E | Reduce -2.7% | 0.71% | −0.05 |
| HD Home Depot Inc. | Reduce -1.2% | 0.31% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.8% | 0.47% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -37.0% | 0.04% | −0.05 |
| AMT American Tower Corp. | Reduce -16.5% | 0.17% | −0.04 |
| PAB Pgim Act Aggrg Bond ETF | Sold out | 0.00% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -0.7% | 0.62% | −0.04 |
| INTC Intel Corp. | Reduce -2.8% | 0.07% | −0.04 |
| NKE Nike Inc. Class B | Reduce -24.3% | 0.05% | −0.03 |
| FDN First Trust DJ Internet Ind | Reduce -1.1% | 0.81% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.03 |
| CNSWF Constellation Software Inc. | Sold out | 0.00% | −0.03 |
| FQAL Fidelity Quality Factor ETF | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.24% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.4% | 0.25% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.02 |
| SAMT Strategas Macro Them Opps | Reduce -2.6% | 0.84% | −0.02 |
| FIVE Five Below | Sold out | 0.00% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.02 |
| DE Deere & Co. | Reduce -0.1% | 0.15% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -7.2% | 0.10% | −0.02 |
| TRMB Trimble Inc. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 1.57% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.6% | 0.12% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -41.3% | 0.02% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| FBTC Fidelity Wise Origin Bitcoin | New | 2.08% | +2.08 |
| GBTC Grayscale Bitcoin Trust ETF | New | 1.55% | +1.55 |
| BP BP PLC-Spons ADR | Add +129.4% | 1.18% | +0.62 |
| UTES Virtus Reaves Utilities ETF | New | 0.43% | +0.43 |
| GLDM SPDR Gold Minishares Trust | New | 0.40% | +0.40 |
| CVX Chevron Corp. | Add +298.6% | 0.47% | +0.35 |
| UPS United Parcel Service Class B | Add +1673.9% | 0.28% | +0.26 |
| FTRB Fed Hermes TTL RTRN BND | New | 0.13% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 4.14% | +0.12 |
| VRIG Invesco Variable Rate Invest | Add +17.8% | 0.71% | +0.09 |
| SGOV iShares 0-3 Month Treasury B | Add +59.6% | 0.25% | +0.09 |
| MUB iShares National Muni Bond E | Add +55.6% | 0.19% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.39% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 1.61% | +0.06 |
| CLOI Vaneck Clo ETF | Add +8.7% | 0.59% | +0.03 |
| UCON First Trust Smith Unconstrai | Add +9.8% | 0.55% | +0.03 |
| SOXX iShares Semiconductor ETF | Add +65.3% | 0.07% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.02% | +0.02 |
| PSLV Sprott Physical Silver Trust | Add +54.5% | 0.05% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| AEP American Electric Power | Add +6.7% | 0.42% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +2.4% | 0.50% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +1.2% | 0.14% | +0.02 |
| TYL Tyler Technologies Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.9% | 0.17% | +0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Add +12.0% | 0.95% | +0.02 |
| COKE Coca-Cola Consolidated Inc. | New | 0.02% | +0.02 |
| ARCC Ares Capital Corp. | New | 0.02% | +0.02 |
| SUB iShares Short-Term National | Add +46.5% | 0.06% | +0.02 |
| FVAL Fidelity Value Factor ETF | New | 0.02% | +0.02 |
| TTD Trade Desk Inc./the Class A | New | 0.02% | +0.02 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| OKE Oneok Inc. | New | 0.02% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +26.8% | 0.07% | +0.01 |
| LRCX Lam Research Corp. | Add +1.9% | 0.18% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +6.1% | 0.49% | +0.01 |
| JNK SS SPDR BB High Yield Bond | Add +61.9% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +2.1% | 0.27% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +49.4% | 0.03% | +0.01 |
| TXN Texas Instruments Inc. | Add +1.1% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +3.3% | 0.07% | +0.01 |
| PHYS Sprott Physical Gold Trust | Add +1.6% | 0.26% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +15.8% | 0.08% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +8.5% | 0.05% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +18.8% | 0.03% | +0.01 |
| BND Vanguard Total Bond Market | Add +7.9% | 0.14% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 383 | $1.6B | GOOGL, AAPL, IVV, IJH, IJT |
| Q1 2026 | 369 | $1.5B | AAPL, SGOV, GOOGL, IVV, MSFT |
| Q4 2025 | 371 | $1.5B | AAPL, GOOGL, IVV, MSFT, SGOV |
| Q3 2025 | 394 | $1.5B | AAPL, MSFT, IVV, GOOGL, SAMT |
| Q2 2025 | 378 | $1.4B | MSFT, IVV, AAPL, JPEF, SAMT |
| Q1 2025 | 368 | $1.3B | AAPL, IVV, MSFT, GOOGL, FBTC |
| Q4 2024 | 369 | $1.3B | AAPL, MSFT, IVV, JGRO, GOOGL |
| Q3 2024 | 349 | $1.3B | AAPL, MSFT, IVV, JGRO, GOOGL |
| Q2 2024 | 365 | $1.3B | AAPL, MSFT, IVV, GOOGL, JGRO |
| Q1 2024 | 364 | $1.2B | MSFT, AAPL, IVV, JGRO, GOOGL |