Beaumont Financial Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), Beaumont Financial Advisors, LLC reported 349 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Microsoft (MSFT, 4.5%) and iShares Core S&P 500 ETF (IVV, 4.3%). Compared with Q2 2024, it opened 14 new positions, sold out of 30, added to 133 and reduced 148. The biggest buy was JPMorgan Active Growth ETF (JGRO, shares +21%) and the biggest sale Global X US Infrastructure (PAVE, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.3B (Q3 2024)
- SEC Filing
- 0001957394-24-000012 ↗ filed Oct 9, 2024
Holdings Value
Holdings 349 stocks · $1.3B
| AAPL Apple Inc. | 5.20% | 285,404 | $66.5M | Reduce -1.9% |
| MSFT Microsoft Corp. | 4.45% | 132,406 | $57.0M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 4.25% | 94,346 | $54.4M | Reduce -0.3% |
| JGRO JPMorgan Active Growth ETF | 3.65% | 607,091 | $46.7M | Add +20.8% |
| GOOGL Alphabet Inc. Class A | 3.08% | 237,431 | $39.4M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 2.62% | 537,718 | $33.5M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 2.39% | 163,931 | $30.5M | Reduce -2.5% |
| MOAT Vaneck Morningstar Wide Moat | 2.32% | 305,709 | $29.6M | Add +0.7% |
| JQUA JPMorgan US Quality Factor | 2.24% | 506,129 | $28.6M | Add +0.6% |
| FBTC Fidelity Wise Origin Bitcoin | 2.16% | 497,707 | $27.6M | Add +0.2% |
| IJT iShares S&P Small-Cap 600 GR | 2.09% | 191,436 | $26.7M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.06% | 57,171 | $26.3M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.92% | 90,724 | $24.6M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.89% | 62,920 | $24.2M | Reduce -1.2% |
| MCD McDonald's Corp. | 1.86% | 78,019 | $23.8M | Reduce -2.0% |
| IOO iShares Global 100 ETF | 1.84% | 237,241 | $23.5M | Reduce -0.7% |
| JPEF JPMorgan Equity Focus ETF | 1.82% | 355,632 | $23.3M | Add +28.5% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 1.82% | 509,594 | $23.3M | Add +0.9% |
| NVDA Nvidia Corp. | 1.79% | 188,248 | $22.9M | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 1.65% | 40,122 | $21.2M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.62% | 36,119 | $20.7M | Reduce -7.1% |
| JNJ Johnson & Johnson | 1.60% | 125,953 | $20.4M | Reduce -1.8% |
| TCAF T Rowe PRC Cap Appreciation | 1.59% | 612,975 | $20.4M | Add +0.2% |
| V Visa Inc. Class A | 1.53% | 71,060 | $19.5M | Reduce -2.1% |
| GBTC Grayscale Bitcoin Trust ETF | 1.43% | 362,172 | $18.3M | Reduce -0.4% |
| MEM Matthews Em MKT Eqty Active | 1.34% | 519,721 | $17.2M | Add +0.4% |
| VT Vanguard Tot World STK ETF | 1.33% | 142,645 | $17.1M | Add +0.5% |
| PEP Pepsico Inc. | 1.23% | 92,313 | $15.7M | Reduce -1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 1.00% | 222,201 | $12.8M | Add +1.7% |
| CEF Sprott Physical Gold and Sil | 0.99% | 515,173 | $12.6M | Reduce -8.3% |
| SONY Sony Group Corp. - SP ADR | 0.98% | 130,185 | $12.6M | Reduce -4.8% |
| BP BP PLC-Spons ADR | 0.95% | 386,296 | $12.1M | Reduce -5.1% |
| DGRO iShares Core Dividend Growth | 0.91% | 184,929 | $11.6M | Add +0.3% |
| DKS Dick's Sporting Goods Inc. | 0.91% | 55,507 | $11.6M | Reduce -1.2% |
| SAMT Strategas Macro Them Opps | 0.87% | 401,849 | $11.2M | Add +0.5% |
| FDN First Trust DJ Internet Ind | 0.81% | 48,908 | $10.4M | Reduce -1.4% |
| HDV iShares Core High Dividend E | 0.74% | 80,534 | $9.5M | Reduce -1.2% |
| VRIG Invesco Variable Rate Invest | 0.68% | 346,593 | $8.7M | Reduce -1.5% |
| DVY iShares Select Dividend ETF | 0.66% | 62,652 | $8.5M | Reduce -2.7% |
| ABT Abbott Laboratories | 0.66% | 73,608 | $8.4M | Reduce -0.4% |
| CLOI Vaneck Clo ETF | 0.59% | 142,279 | $7.5M | Add +2.3% |
| UCON First Trust Smith Unconstrai | 0.56% | 283,759 | $7.1M | Add +0.1% |
| UTES Virtus Reaves Utilities ETF | 0.52% | 103,597 | $6.6M | Add +0.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.51% | 180,660 | $6.5M | Add +2.1% |
| AVGO Broadcom Inc. | 0.49% | 36,584 | $6.3M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 36,119 | $6.3M | Reduce -1.4% |
| AEP American Electric Power | 0.47% | 59,187 | $6.1M | Add +0.1% |
| CVX Chevron Corp. | 0.45% | 39,147 | $5.8M | Add +3.1% |
| GLDM SPDR Gold Minishares Trust | 0.45% | 109,279 | $5.7M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.40% | 5,772 | $5.1M | Add +4.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.37% | 70,255 | $4.7M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 39,495 | $4.6M | Reduce -7.2% |
| COST Costco Wholesale Corp. | 0.36% | 5,229 | $4.6M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.36% | 27,567 | $4.6M | Add +4.4% |
| HD Home Depot Inc. | 0.36% | 11,330 | $4.6M | Reduce -0.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.35% | 25,639 | $4.5M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.34% | 20,442 | $4.3M | Add +0.1% |
| GD General Dynamics Corp. | 0.30% | 12,865 | $3.9M | Reduce -5.0% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 38,128 | $3.8M | Add +22.7% |
| PHYS Sprott Physical Gold Trust | 0.27% | 169,828 | $3.5M | Reduce -4.1% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 51,002 | $3.5M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 84,999 | $3.4M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.26% | 19,323 | $3.3M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 52,693 | $3.1M | Reduce -2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 10,767 | $3.0M | Add +13.8% |
| TOST Toast Inc. Class A | 0.22% | 100,000 | $2.8M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 4,928 | $2.8M | Add +10.6% |
| RDVY First Trust Rising Dividend | 0.22% | 47,588 | $2.8M | Reduce -1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.22% | 10,621 | $2.8M | Reduce -0.7% |
| FUTY Fidelity MSCI US Utilities | 0.21% | 52,977 | $2.7M | Reduce -3.9% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 23,062 | $2.7M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.21% | 7,107 | $2.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.20% | 21,955 | $2.6M | Reduce -1.3% |
| XLC SS Comm Select Sector SPDR | 0.20% | 27,858 | $2.5M | Add +4.3% |
| MRK Merck & Co. Inc. | 0.19% | 21,926 | $2.5M | Reduce -8.7% |
| UNH Unitedhealth Group Inc. | 0.19% | 4,226 | $2.5M | Reduce -3.3% |
| NEE Nextera Energy Inc. | 0.18% | 27,455 | $2.3M | Reduce -9.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 24,106 | $2.3M | Reduce -7.4% |
| MUB iShares National Muni Bond E | 0.18% | 21,090 | $2.3M | Reduce -7.2% |
| AXP American Express Co. | 0.18% | 8,369 | $2.3M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.17% | 11,106 | $2.2M | Add +0.6% |
| XLP SS Consumer Staples Sel Sect | 0.17% | 26,295 | $2.2M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 4,442 | $2.2M | Add +2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 42,357 | $2.2M | Add +0.2% |
| DE Deere & Co. | 0.17% | 5,119 | $2.1M | Add +0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.16% | 22,136 | $2.0M | Add +578.6% |
| SCHG Schwab US Large-Cap Growth | 0.16% | 19,312 | $2.0M | Reduce -8.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 8,950 | $2.0M | Add +0.1% |
| KO The Coca-Cola Co. | 0.15% | 26,801 | $1.9M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.15% | 16,044 | $1.9M | No change |
| ORCL Oracle Corp. | 0.15% | 11,101 | $1.9M | Add +0.2% |
| BND Vanguard Total Bond Market | 0.15% | 25,040 | $1.9M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 7,029 | $1.9M | Add +14.4% |
| EBC Eastern Bankshares Inc. | 0.14% | 111,880 | $1.8M | Add +0.4% |
| SCHM Schwab US Mid Cap ETF | 0.14% | 21,705 | $1.8M | Reduce -3.3% |
| HON Honeywell International Inc. | 0.14% | 8,677 | $1.8M | Reduce -7.4% |
| TDVG T Rowe Price Dividend Growth | 0.14% | 42,785 | $1.8M | Add +8.7% |
| XLY SS Consumer Disc Select Sect | 0.13% | 8,474 | $1.7M | Add +7.5% |
| LRCX Lam Research Corp. | 0.13% | 2,076 | $1.7M | Reduce -1.3% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.13% | 32,399 | $1.7M | Add +2.2% |
Portfolio Sells Q2 2024 → Q3 2024
| PAVE Global X US Infrastructure | Reduce -95.1% | 0.05% | −0.97 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 3.08% | −0.43 |
| MSFT Microsoft Corp. | Reduce -1.9% | 4.45% | −0.37 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.28 |
| BP BP PLC-Spons ADR | Reduce -5.1% | 0.95% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 2.39% | −0.21 |
| NVDA Nvidia Corp. | Reduce -4.4% | 1.79% | −0.17 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.12 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.4% | 1.43% | −0.12 |
| FENY Fidelity MSCI Energy Index | Sold out | 0.00% | −0.11 |
| AMT American Tower Corp. | Reduce -66.1% | 0.07% | −0.10 |
| EPD Enterprise Products Partners | Reduce -73.1% | 0.03% | −0.09 |
| OUSA Alps Oshares US Quality Divi | Reduce -39.9% | 0.12% | −0.07 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.07 |
| DKS Dick's Sporting Goods Inc. | Reduce -1.2% | 0.91% | −0.06 |
| BX Blackstone Inc. | Reduce -64.4% | 0.04% | −0.06 |
| LRCX Lam Research Corp. | Reduce -1.3% | 0.13% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -8.7% | 0.19% | −0.04 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.04 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -20.8% | 0.11% | −0.03 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -20.4% | 0.11% | −0.03 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.03 |
| KBA Kraneshares Bosera MSCI Chin | Sold out | 0.00% | −0.03 |
| VRIG Invesco Variable Rate Invest | Reduce -1.5% | 0.68% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -7.4% | 0.18% | −0.03 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.11% | −0.02 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.02 |
| INTC Intel Corp. | Reduce -12.0% | 0.04% | −0.02 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Reduce -31.1% | 0.04% | −0.02 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -27.1% | 0.08% | −0.02 |
| HON Honeywell International Inc. | Reduce -7.4% | 0.14% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -1.1% | 0.04% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.02 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.02 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.02 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.02 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -21.0% | 0.11% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.2% | 1.89% | −0.02 |
| COMB Graniteshares Bcom Broad STR | Sold out | 0.00% | −0.02 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.02 |
| FVAL Fidelity Value Factor ETF | Sold out | 0.00% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| JGRO JPMorgan Active Growth ETF | Add +20.8% | 3.65% | +0.63 |
| JPEF JPMorgan Equity Focus ETF | Add +28.5% | 1.82% | +0.44 |
| MOAT Vaneck Morningstar Wide Moat | Add +0.7% | 2.32% | +0.21 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +578.6% | 0.16% | +0.13 |
| JQUA JPMorgan US Quality Factor | Add +0.6% | 2.24% | +0.11 |
| UTES Virtus Reaves Utilities ETF | Add +0.5% | 0.52% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.2% | 2.16% | +0.08 |
| FLQM Franklin U.S. Mid Cap Multif | New | 0.08% | +0.08 |
| MEM Matthews Em MKT Eqty Active | Add +0.4% | 1.34% | +0.07 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Add +0.9% | 1.82% | +0.06 |
| AEP American Electric Power | Add +0.1% | 0.47% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +0.3% | 0.91% | +0.06 |
| TCAF T Rowe PRC Cap Appreciation | Add +0.2% | 1.59% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +0.5% | 1.33% | +0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.7% | 1.00% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +22.7% | 0.30% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +1.1% | 0.45% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.8% | 0.24% | +0.04 |
| SAMT Strategas Macro Them Opps | Add +0.5% | 0.87% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.15% | +0.03 |
| RDDT Reddit Inc. Class A | New | 0.03% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.6% | 0.22% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.4% | 0.14% | +0.03 |
| AVGO Broadcom Inc. | Add +0.2% | 0.49% | +0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +24.4% | 0.06% | +0.02 |
| FMAT Fidelity MSCI Materials Indx | Add +13.2% | 0.12% | +0.02 |
| ABBV Abbvie Inc. | Add +0.6% | 0.17% | +0.02 |
| FQAL Fidelity Quality Factor ETF | New | 0.02% | +0.02 |
| DBND Doubleline Oppor Cor BND-Usd | Add +26.3% | 0.09% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +17.5% | 0.13% | +0.02 |
| HACK Amplify Cybersecurity ETF | New | 0.02% | +0.02 |
| EBC Eastern Bankshares Inc. | Add +0.4% | 0.14% | +0.02 |
| COST Costco Wholesale Corp. | Add +3.4% | 0.36% | +0.02 |
| FIDU Fidelity MSCI Indust Indx | Add +9.8% | 0.11% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +7.5% | 0.13% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.02% | +0.02 |
| HTGC Hercules Capital Inc. | New | 0.02% | +0.02 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.02% | +0.02 |
| TRMB Trimble Inc. | New | 0.02% | +0.02 |
| LIN Linde PLC | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| IYJ iShares U.S. Industrials ETF | New | 0.02% | +0.02 |
| DUK Duke Energy Corp. | New | 0.02% | +0.02 |
| TDVG T Rowe Price Dividend Growth | Add +8.7% | 0.14% | +0.02 |
| BLK BlackRock Finance Inc. | Add +5.6% | 0.08% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 0.21% | +0.02 |
| DE Deere & Co. | Add +0.5% | 0.17% | +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 |