Beaumont Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Beaumont Financial Advisors, LLC reported 369 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 4.2%) and iShares Core S&P 500 ETF (IVV, 4.1%). Compared with Q3 2024, it opened 32 new positions, sold out of 12, added to 155 and reduced 143. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale an exit from Sony Group Corp. - SP ADR (SONY).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001957394-25-000003 ↗ filed Jan 17, 2025
Holdings Value
Holdings 369 stocks · $1.3B
| AAPL Apple Inc. | 5.31% | 282,833 | $70.8M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.24% | 134,074 | $56.5M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 4.11% | 92,962 | $54.7M | Reduce -1.5% |
| JGRO JPMorgan Active Growth ETF | 3.44% | 565,541 | $45.8M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 3.40% | 239,245 | $45.3M | Add +0.8% |
| FBTC Fidelity Wise Origin Bitcoin | 3.01% | 491,254 | $40.1M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 2.69% | 575,803 | $35.9M | Add +7.1% |
| AMZN Amazon.com Inc. | 2.67% | 162,288 | $35.6M | Reduce -1.0% |
| IJT iShares S&P Small-Cap 600 GR | 2.44% | 239,852 | $32.5M | Add +25.3% |
| JPEF JPMorgan Equity Focus ETF | 2.35% | 466,974 | $31.3M | Add +31.3% |
| JQUA JPMorgan US Quality Factor | 2.12% | 493,904 | $28.3M | Reduce -2.4% |
| NVDA Nvidia Corp. | 2.02% | 200,107 | $26.9M | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.97% | 57,829 | $26.2M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.91% | 61,985 | $25.4M | Reduce -1.5% |
| MOAT Vaneck Morningstar Wide Moat | 1.91% | 273,979 | $25.4M | Reduce -10.4% |
| GBTC Grayscale Bitcoin Trust ETF | 1.87% | 335,935 | $24.9M | Reduce -7.2% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 1.69% | 490,785 | $22.5M | Reduce -3.7% |
| MCD McDonald's Corp. | 1.69% | 77,506 | $22.5M | Reduce -0.7% |
| V Visa Inc. Class A | 1.66% | 69,873 | $22.1M | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 1.65% | 89,279 | $22.0M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.61% | 36,754 | $21.5M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 1.59% | 39,333 | $21.2M | Reduce -2.0% |
| TCAF T Rowe PRC Cap Appreciation | 1.48% | 593,108 | $19.7M | Reduce -3.2% |
| JNJ Johnson & Johnson | 1.37% | 126,242 | $18.3M | Add +0.2% |
| IOO iShares Global 100 ETF | 1.15% | 152,118 | $15.3M | Reduce -35.9% |
| PEP Pepsico Inc. | 1.06% | 92,937 | $14.1M | Add +0.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.98% | 231,266 | $13.1M | Add +4.1% |
| DKS Dick's Sporting Goods Inc. | 0.97% | 56,637 | $13.0M | Add +2.0% |
| CEF Sprott Physical Gold and Sil | 0.94% | 526,627 | $12.5M | Add +2.2% |
| FDN First Trust DJ Internet Ind | 0.89% | 48,570 | $11.8M | Reduce -0.7% |
| DGRO iShares Core Dividend Growth | 0.88% | 191,073 | $11.7M | Add +3.3% |
| SAMT Strategas Macro Them Opps | 0.85% | 390,202 | $11.4M | Reduce -2.9% |
| CLOI Vaneck Clo ETF | 0.85% | 214,635 | $11.3M | Add +50.9% |
| VT Vanguard Tot World STK ETF | 0.83% | 94,074 | $11.1M | Reduce -34.0% |
| VRIG Invesco Variable Rate Invest | 0.80% | 424,777 | $10.7M | Add +22.6% |
| MEM Matthews Em MKT Eqty Active | 0.79% | 363,608 | $10.5M | Reduce -30.0% |
| HDV iShares Core High Dividend E | 0.68% | 80,577 | $9.0M | Add +0.1% |
| BABA Alibaba Group Holding-SP ADR | 0.67% | 105,866 | $9.0M | New |
| ABT Abbott Laboratories | 0.62% | 73,493 | $8.3M | Reduce -0.2% |
| DVY iShares Select Dividend ETF | 0.62% | 62,790 | $8.2M | Add +0.2% |
| AVGO Broadcom Inc. | 0.56% | 32,106 | $7.4M | Reduce -12.2% |
| UCON First Trust Smith Unconstrai | 0.56% | 300,169 | $7.4M | Add +5.8% |
| SDVY First Trust Smid Cap Rising | 0.55% | 204,703 | $7.3M | New |
| UTES Virtus Reaves Utilities ETF | 0.50% | 104,508 | $6.7M | Add +0.9% |
| GLDM SPDR Gold Minishares Trust | 0.49% | 126,812 | $6.6M | Add +16.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.46% | 188,671 | $6.2M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 35,138 | $5.9M | Reduce -2.7% |
| BP BP PLC-Spons ADR | 0.42% | 188,707 | $5.6M | Reduce -51.1% |
| CVX Chevron Corp. | 0.41% | 37,399 | $5.4M | Reduce -4.5% |
| AEP American Electric Power | 0.40% | 58,283 | $5.4M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.39% | 27,216 | $5.2M | Reduce -1.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.38% | 120,533 | $5.0M | New |
| JPM JPMorgan Chase & Co. | 0.38% | 20,872 | $5.0M | Add +2.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.37% | 26,544 | $4.9M | Add +3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 69,106 | $4.8M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 38,321 | $4.6M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.35% | 5,030 | $4.6M | Reduce -3.8% |
| HD Home Depot Inc. | 0.34% | 11,512 | $4.5M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.32% | 5,558 | $4.3M | Reduce -3.7% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 40,480 | $4.1M | Add +6.2% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 34,458 | $4.0M | Add +49.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 84,905 | $3.7M | Reduce -0.1% |
| PHYS Sprott Physical Gold Trust | 0.26% | 171,201 | $3.4M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 11,625 | $3.4M | Add +8.0% |
| XLE SS Energy Select Sector | 0.25% | 39,151 | $3.4M | Add +546.6% |
| SCHX Schwab US Large-Cap ETF | 0.25% | 142,598 | $3.3M | Reduce -6.8% |
| PG The Procter & Gamble Co. | 0.25% | 19,509 | $3.3M | Add +1.0% |
| GD General Dynamics Corp. | 0.25% | 12,398 | $3.3M | Reduce -3.6% |
| TEKX SS GLXY Tranfrm Tech Acc ETF | 0.23% | 108,420 | $3.0M | New |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 51,890 | $3.0M | Reduce -1.5% |
| FUTY Fidelity MSCI US Utilities | 0.22% | 60,831 | $3.0M | Add +14.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 4,874 | $2.9M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.21% | 7,080 | $2.8M | Reduce -0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 10,522 | $2.8M | Reduce -0.9% |
| XLC SS Comm Select Sector SPDR | 0.21% | 28,843 | $2.8M | Add +3.5% |
| RDVY First Trust Rising Dividend | 0.21% | 47,049 | $2.8M | Reduce -1.1% |
| AXP American Express Co. | 0.19% | 8,604 | $2.6M | Add +2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 27,895 | $2.6M | Add +26.0% |
| MUB iShares National Muni Bond E | 0.18% | 22,515 | $2.4M | Add +6.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 21,439 | $2.4M | Reduce -11.1% |
| TOST Toast Inc. Class A | 0.18% | 65,000 | $2.4M | Reduce -35.0% |
| XOM Exxon Mobil Corp. | 0.18% | 22,022 | $2.4M | Add +0.3% |
| PM Philip Morris International | 0.18% | 19,539 | $2.4M | New |
| MRK Merck & Co. Inc. | 0.17% | 22,921 | $2.3M | Add +4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 4,292 | $2.2M | Reduce -3.4% |
| DE Deere & Co. | 0.16% | 5,092 | $2.2M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 0.16% | 77,248 | $2.2M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 41,877 | $2.1M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.16% | 4,126 | $2.1M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 9,224 | $2.0M | Add +3.1% |
| XLP SS Consumer Staples Sel Sect | 0.15% | 25,071 | $2.0M | Reduce -4.7% |
| HON Honeywell International Inc. | 0.15% | 8,696 | $2.0M | Add +0.2% |
| JSCP JPMorgan Short Duration Core | 0.15% | 41,941 | $2.0M | New |
| FTRB Fed Hermes TTL RTRN BND | 0.15% | 78,750 | $1.9M | Add +25.9% |
| NEE Nextera Energy Inc. | 0.14% | 26,859 | $1.9M | Reduce -2.2% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.14% | 38,894 | $1.9M | Add +20.1% |
| ORCL Oracle Corp. | 0.14% | 11,441 | $1.9M | Add +3.1% |
| ABBV Abbvie Inc. | 0.14% | 10,703 | $1.9M | Reduce -3.6% |
| XLY SS Consumer Disc Select Sect | 0.14% | 8,439 | $1.9M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 7,046 | $1.9M | Add +0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.98 |
| IOO iShares Global 100 ETF | Reduce -35.9% | 1.15% | −0.69 |
| MEM Matthews Em MKT Eqty Active | Reduce -30.0% | 0.79% | −0.55 |
| BP BP PLC-Spons ADR | Reduce -51.1% | 0.42% | −0.53 |
| VT Vanguard Tot World STK ETF | Reduce -34.0% | 0.83% | −0.51 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -10.4% | 1.91% | −0.41 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 1.65% | −0.27 |
| JGRO JPMorgan Active Growth ETF | Reduce -6.8% | 3.44% | −0.21 |
| MCD McDonald's Corp. | Reduce -0.7% | 1.69% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 4.11% | −0.15 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Reduce -3.7% | 1.69% | −0.13 |
| JQUA JPMorgan US Quality Factor | Reduce -2.4% | 2.12% | −0.12 |
| FMAT Fidelity MSCI Materials Indx | Sold out | 0.00% | −0.12 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -3.2% | 1.48% | −0.11 |
| FHLC Fidelity MSCI Health Care | Reduce -85.3% | 0.02% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 0.32% | −0.08 |
| AEP American Electric Power | Reduce -1.5% | 0.40% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 1.59% | −0.06 |
| GD General Dynamics Corp. | Reduce -3.6% | 0.25% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.7% | 0.45% | −0.05 |
| CVX Chevron Corp. | Reduce -4.5% | 0.41% | −0.04 |
| TOST Toast Inc. Class A | Reduce -35.0% | 0.18% | −0.04 |
| KO The Coca-Cola Co. | Reduce -14.0% | 0.11% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -2.2% | 0.14% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 0.16% | −0.04 |
| SLV iShares Silver Trust | Reduce -26.1% | 0.07% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.62% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.6% | 0.14% | −0.03 |
| AMD Advanced Micro Devices | Reduce -1.5% | 0.06% | −0.03 |
| AMT American Tower Corp. | Reduce -15.4% | 0.04% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.7% | 0.08% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -55.6% | 0.02% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -4.7% | 0.15% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.8% | 0.25% | −0.02 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.02 |
| URNM Sprott Uranium Miners ETF | Sold out | 0.00% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.5% | 0.22% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -10.9% | 0.07% | −0.02 |
| SOXX iShares Semiconductor ETF | Reduce -22.9% | 0.04% | −0.02 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.02 |
| SAMT Strategas Macro Them Opps | Reduce -2.9% | 0.85% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -4.7% | 0.08% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -3.8% | 0.35% | −0.02 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.11% | −0.02 |
| TJX TJX Companies Inc. | Reduce -3.0% | 0.35% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.8% | 0.09% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| BABA Alibaba Group Holding-SP ADR | New | 0.67% | +0.67 |
| SDVY First Trust Smid Cap Rising | New | 0.55% | +0.55 |
| JPEF JPMorgan Equity Focus ETF | Add +31.3% | 2.35% | +0.53 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.38% | +0.38 |
| IJT iShares S&P Small-Cap 600 GR | Add +25.3% | 2.44% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 3.40% | +0.32 |
| CLOI Vaneck Clo ETF | Add +50.9% | 0.85% | +0.26 |
| NVDA Nvidia Corp. | Add +6.3% | 2.02% | +0.23 |
| TEKX SS GLXY Tranfrm Tech Acc ETF | New | 0.23% | +0.23 |
| XLE SS Energy Select Sector | Add +546.6% | 0.25% | +0.21 |
| PM Philip Morris International | New | 0.18% | +0.18 |
| JSCP JPMorgan Short Duration Core | New | 0.15% | +0.15 |
| PROSHARES TR | New | 0.14% | +0.14 |
| TBUX T Rowe Price Ultra Short-Ter | New | 0.14% | +0.14 |
| VRIG Invesco Variable Rate Invest | Add +22.6% | 0.80% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +49.4% | 0.30% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +7.1% | 2.69% | +0.07 |
| DKS Dick's Sporting Goods Inc. | Add +2.0% | 0.97% | +0.07 |
| FENY Fidelity MSCI Energy Index | New | 0.06% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Add +16.0% | 0.49% | +0.05 |
| TSLA Tesla Inc. | Add +14.8% | 0.10% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 0.38% | +0.04 |
| WMT Walmart Inc. | Add +33.0% | 0.11% | +0.03 |
| FISV Fiserv Inc. | New | 0.03% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +26.0% | 0.19% | +0.03 |
| ITW Illinois Tool Works | New | 0.03% | +0.03 |
| CLIP Global X 1-3 Month T-Bill | New | 0.03% | +0.03 |
| ETH Grayscale Ethereum Staking M | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| MSI Motorola Solutions Inc. | New | 0.03% | +0.03 |
| ICE Intercontinental Exchange Inc. | New | 0.03% | +0.03 |
| EXPD Expeditors Intl Wash Inc. | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | New | 0.03% | +0.03 |
| SHW The Sherwin-Williams Co. | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | Add +46.8% | 0.07% | +0.02 |
| CHD Church & Dwight Co. Inc. | New | 0.02% | +0.02 |
| SMH Vaneck Semiconductor ETF | New | 0.02% | +0.02 |
| ETHE Grayscale Ethereum Staking E | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| FAST Fastenal Co. | Add +89.3% | 0.05% | +0.02 |
| ACN Accenture PLC Class A | Add +86.1% | 0.05% | +0.02 |
| CHKP Check Point Software Tech | New | 0.02% | +0.02 |
| FTRB Fed Hermes TTL RTRN BND | Add +25.9% | 0.15% | +0.02 |
| RNG Ringcentral Inc. Class A | New | 0.02% | +0.02 |
| FDX FedEx Corp. | Add +106.0% | 0.04% | +0.02 |
| SYK Stryker Corp. | Add +40.0% | 0.08% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Add +3.5% | 0.37% | +0.02 |
| TTD Trade Desk Inc./the Class A | New | 0.02% | +0.02 |
| FREL Fidelity MSCI RL Est Indx | Add +32.5% | 0.13% | +0.02 |
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 |