Beaumont Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Beaumont Financial Advisors, LLC reported 368 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.1%) and Microsoft (MSFT, 3.9%). Compared with Q4 2024, it opened 21 new positions, sold out of 22, added to 156 and reduced 139. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +702%) and the biggest sale JPMorgan Active Growth ETF (JGRO, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- NEEDHAM, MA
- CIK
- 0001957394
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0001957394-25-000006 ↗ filed May 12, 2025
Holdings Value
Holdings 368 stocks · $1.3B
| AAPL Apple Inc. | 4.91% | 282,038 | $62.6M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 4.11% | 93,353 | $52.5M | Add +0.4% |
| MSFT Microsoft Corp. | 3.93% | 133,647 | $50.2M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 2.89% | 238,246 | $36.8M | Reduce -0.4% |
| FBTC Fidelity Wise Origin Bitcoin | 2.75% | 487,554 | $35.1M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 2.66% | 581,219 | $33.9M | Add +0.9% |
| SGOV iShares 0-3 Month Treasury B | 2.56% | 324,599 | $32.7M | Add +701.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.49% | 59,719 | $31.8M | Add +3.3% |
| AMZN Amazon.com Inc. | 2.43% | 163,112 | $31.0M | Add +0.5% |
| IJT iShares S&P Small-Cap 600 GR | 2.36% | 242,047 | $30.1M | Add +0.9% |
| V Visa Inc. Class A | 1.89% | 68,837 | $24.1M | Reduce -1.5% |
| NVDA Nvidia Corp. | 1.87% | 220,513 | $23.9M | Add +10.2% |
| MCD McDonald's Corp. | 1.87% | 76,488 | $23.9M | Reduce -1.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.86% | 269,130 | $23.7M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.78% | 61,271 | $22.7M | Reduce -1.1% |
| JPEF JPMorgan Equity Focus ETF | 1.73% | 345,965 | $22.0M | Reduce -25.9% |
| LOW Lowe's Cos Inc. | 1.67% | 91,512 | $21.3M | Add +2.5% |
| META Meta Platforms Inc. Class A | 1.66% | 36,785 | $21.2M | Add +0.1% |
| JNJ Johnson & Johnson | 1.64% | 126,209 | $20.9M | Reduce -0.0% |
| JQUA JPMorgan US Quality Factor | 1.58% | 356,137 | $20.1M | Reduce -27.9% |
| VOO Vanguard S&P 500 ETF | 1.54% | 38,176 | $19.6M | Reduce -2.9% |
| GBTC Grayscale Bitcoin Trust ETF | 1.52% | 298,045 | $19.4M | Reduce -11.3% |
| JGRO JPMorgan Active Growth ETF | 1.47% | 253,816 | $18.7M | Reduce -55.1% |
| TCAF T Rowe PRC Cap Appreciation | 1.44% | 567,970 | $18.3M | Reduce -4.2% |
| SAMT Strategas Macro Them Opps | 1.37% | 596,210 | $17.4M | Add +52.8% |
| DKS Dick's Sporting Goods Inc. | 1.29% | 81,468 | $16.4M | Add +43.8% |
| PEP Pepsico Inc. | 1.21% | 102,919 | $15.4M | Add +10.7% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 1.20% | 352,496 | $15.3M | Reduce -28.2% |
| CEF Sprott Physical Gold and Sil | 1.19% | 535,793 | $15.2M | Add +1.7% |
| IOO iShares Global 100 ETF | 1.09% | 144,213 | $13.9M | Reduce -5.2% |
| CLOI Vaneck Clo ETF | 0.99% | 238,630 | $12.6M | Add +11.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.98% | 227,654 | $12.5M | Reduce -1.6% |
| DGRO iShares Core Dividend Growth | 0.93% | 192,458 | $11.9M | Add +0.7% |
| VRIG Invesco Variable Rate Invest | 0.85% | 431,714 | $10.8M | Add +1.6% |
| VT Vanguard Tot World STK ETF | 0.83% | 91,626 | $10.6M | Reduce -2.6% |
| FDN First Trust DJ Internet Ind | 0.83% | 47,518 | $10.6M | Reduce -2.2% |
| HDV iShares Core High Dividend E | 0.76% | 80,021 | $9.7M | Reduce -0.7% |
| FTGC First Trust Global Tactical | 0.75% | 376,273 | $9.6M | New |
| BP BP PLC-Spons ADR | 0.75% | 282,128 | $9.5M | Add +49.5% |
| DVY iShares Select Dividend ETF | 0.66% | 62,772 | $8.4M | Reduce -0.0% |
| APLU Allspring Core Plus ETF | 0.66% | 336,671 | $8.4M | New |
| MEM Matthews Em MKT Eqty Active | 0.64% | 277,800 | $8.1M | Reduce -23.6% |
| GLDM SPDR Gold Minishares Trust | 0.60% | 123,108 | $7.6M | Reduce -2.9% |
| UCON First Trust Smith Unconstrai | 0.59% | 304,542 | $7.5M | Add +1.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.53% | 192,706 | $6.8M | Add +2.1% |
| CVX Chevron Corp. | 0.50% | 38,358 | $6.4M | Add +2.6% |
| AEP American Electric Power | 0.50% | 58,446 | $6.4M | Add +0.3% |
| IQLT iShares MSCI International Q | 0.49% | 158,788 | $6.3M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 35,366 | $6.1M | Add +0.7% |
| WCN Waste Connections Inc. | 0.43% | 28,339 | $5.5M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.41% | 57,266 | $5.3M | Add +105.3% |
| JPM JPMorgan Chase & Co. | 0.40% | 20,817 | $5.1M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.38% | 5,172 | $4.9M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 38,514 | $4.7M | Add +0.5% |
| AVGO Broadcom Inc. | 0.37% | 27,996 | $4.7M | Reduce -12.8% |
| PGR Progressive Corp. | 0.36% | 16,250 | $4.6M | Add +419.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.36% | 68,968 | $4.5M | Reduce -0.2% |
| BTC Grayscale Bitcoin Mini ETF | 0.35% | 121,233 | $4.4M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.35% | 28,286 | $4.4M | Add +3.9% |
| PHYS Sprott Physical Gold Trust | 0.33% | 173,114 | $4.2M | Add +1.1% |
| HD Home Depot Inc. | 0.32% | 11,284 | $4.1M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.29% | 4,553 | $3.8M | Reduce -18.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 82,636 | $3.4M | Reduce -2.7% |
| PM Philip Morris International | 0.27% | 21,476 | $3.4M | Add +9.9% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 31,850 | $3.3M | Reduce -7.6% |
| PG The Procter & Gamble Co. | 0.26% | 19,507 | $3.3M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 11,855 | $3.3M | Add +2.0% |
| GD General Dynamics Corp. | 0.25% | 11,918 | $3.2M | Reduce -3.9% |
| SCHX Schwab US Large-Cap ETF | 0.25% | 142,598 | $3.1M | No change |
| FUTY Fidelity MSCI US Utilities | 0.23% | 58,725 | $3.0M | Reduce -3.5% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 52,083 | $3.0M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 5,191 | $2.9M | Add +6.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.22% | 10,862 | $2.8M | Add +3.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 17,094 | $2.8M | Reduce -35.6% |
| XOM Exxon Mobil Corp. | 0.22% | 23,179 | $2.8M | Add +5.3% |
| ABT Abbott Laboratories | 0.21% | 20,567 | $2.7M | Reduce -72.0% |
| XLC SS Comm Select Sector SPDR | 0.21% | 27,533 | $2.7M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 0.20% | 7,029 | $2.5M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.18% | 33,089 | $2.3M | Add +23.2% |
| AXP American Express Co. | 0.18% | 8,632 | $2.3M | Add +0.3% |
| ABBV Abbvie Inc. | 0.18% | 11,074 | $2.3M | Add +3.5% |
| RDVY First Trust Rising Dividend | 0.18% | 39,440 | $2.3M | Reduce -16.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 9,253 | $2.3M | Add +0.3% |
| DE Deere & Co. | 0.18% | 4,811 | $2.3M | Reduce -5.5% |
| TOST Toast Inc. Class A | 0.17% | 65,016 | $2.2M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.17% | 4,031 | $2.1M | Reduce -2.3% |
| XLP SS Consumer Staples Sel Sect | 0.16% | 24,941 | $2.0M | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.16% | 18,796 | $2.0M | Reduce -16.5% |
| PROSHARES TR | 0.15% | 91,668 | $2.0M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 19,810 | $2.0M | Reduce -7.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 38,843 | $1.9M | Reduce -7.3% |
| FTRB Fed Hermes TTL RTRN BND | 0.15% | 76,924 | $1.9M | Reduce -2.3% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.15% | 37,389 | $1.9M | Reduce -3.9% |
| JSCP JPMorgan Short Duration Core | 0.15% | 40,091 | $1.9M | Reduce -4.4% |
| XLY SS Consumer Disc Select Sect | 0.15% | 9,578 | $1.9M | Add +13.5% |
| FHLC Fidelity MSCI Health Care | 0.15% | 27,462 | $1.9M | Add +732.2% |
| MRK Merck & Co. Inc. | 0.15% | 20,892 | $1.9M | Reduce -8.8% |
| BND Vanguard Total Bond Market | 0.15% | 25,418 | $1.9M | Add +0.5% |
| HON Honeywell International Inc. | 0.14% | 8,537 | $1.8M | Reduce -1.8% |
| SCHG Schwab US Large-Cap Growth | 0.14% | 72,120 | $1.8M | Reduce -6.6% |
Portfolio Sells Q4 2024 → Q1 2025
| JGRO JPMorgan Active Growth ETF | Reduce -55.1% | 1.47% | −1.97 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.67 |
| JPEF JPMorgan Equity Focus ETF | Reduce -25.9% | 1.73% | −0.62 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.55 |
| JQUA JPMorgan US Quality Factor | Reduce -27.9% | 1.58% | −0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 2.89% | −0.51 |
| UTES Virtus Reaves Utilities ETF | Sold out | 0.00% | −0.50 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Reduce -28.2% | 1.20% | −0.49 |
| ABT Abbott Laboratories | Reduce -72.0% | 0.21% | −0.41 |
| AAPL Apple Inc. | Reduce -0.3% | 4.91% | −0.40 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -11.3% | 1.52% | −0.34 |
| MSFT Microsoft Corp. | Reduce -0.3% | 3.93% | −0.31 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -0.8% | 2.75% | −0.25 |
| TEKX SS GLXY Tranfrm Tech Acc ETF | Sold out | 0.00% | −0.23 |
| XLE SS Energy Select Sector | Reduce -86.3% | 0.04% | −0.21 |
| AVGO Broadcom Inc. | Reduce -12.8% | 0.37% | −0.19 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -35.6% | 0.22% | −0.15 |
| MEM Matthews Em MKT Eqty Active | Reduce -23.6% | 0.64% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 1.78% | −0.13 |
| IOO iShares Global 100 ETF | Reduce -5.2% | 1.09% | −0.06 |
| FDN First Trust DJ Internet Ind | Reduce -2.2% | 0.83% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -38.3% | 0.09% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 1.54% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.8% | 1.86% | −0.05 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -4.2% | 1.44% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.6% | 0.26% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.04 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.03 |
| RDVY First Trust Rising Dividend | Reduce -16.2% | 0.18% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -18.1% | 0.29% | −0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.3% | 0.14% | −0.03 |
| DIS The Walt Disney Co. | Reduce -7.6% | 0.15% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -30.3% | 0.05% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -16.5% | 0.16% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -8.8% | 0.15% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -8.0% | 0.08% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -30.7% | 0.06% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.6% | 0.14% | −0.02 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.02 |
| DELL Dell Technologies -C | Reduce -5.3% | 0.07% | −0.02 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.02 |
| JCPB JPMorgan Core Plus Bond ETF | Sold out | 0.00% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
| FENY Fidelity MSCI Energy Index | Reduce -39.3% | 0.04% | −0.02 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.02 |
| ITM Vaneck Intermediate Muni ETF | Reduce -17.3% | 0.10% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| CBT Cabot Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Add +701.9% | 2.56% | +2.26 |
| FTGC First Trust Global Tactical | New | 0.75% | +0.75 |
| APLU Allspring Core Plus ETF | New | 0.66% | +0.66 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 2.49% | +0.53 |
| SAMT Strategas Macro Them Opps | Add +52.8% | 1.37% | +0.51 |
| IQLT iShares MSCI International Q | New | 0.49% | +0.49 |
| WCN Waste Connections Inc. | New | 0.43% | +0.43 |
| BP BP PLC-Spons ADR | Add +49.5% | 0.75% | +0.33 |
| DKS Dick's Sporting Goods Inc. | Add +43.8% | 1.29% | +0.32 |
| PGR Progressive Corp. | Add +419.5% | 0.36% | +0.30 |
| CEF Sprott Physical Gold and Sil | Add +1.7% | 1.19% | +0.26 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +105.3% | 0.41% | +0.22 |
| PEP Pepsico Inc. | Add +10.7% | 1.21% | +0.15 |
| CLOI Vaneck Clo ETF | Add +11.2% | 0.99% | +0.14 |
| FHLC Fidelity MSCI Health Care | Add +732.2% | 0.15% | +0.13 |
| AEP American Electric Power | Add +0.3% | 0.50% | +0.10 |
| CVX Chevron Corp. | Add +2.6% | 0.50% | +0.10 |
| PM Philip Morris International | Add +9.9% | 0.27% | +0.09 |
| PHYS Sprott Physical Gold Trust | Add +1.1% | 0.33% | +0.07 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +2.1% | 0.53% | +0.07 |
| DGRO iShares Core Dividend Growth | Add +0.7% | 0.93% | +0.05 |
| VRIG Invesco Variable Rate Invest | Add +1.6% | 0.85% | +0.05 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +122.4% | 0.08% | +0.05 |
| META Meta Platforms Inc. Class A | Add +0.1% | 1.66% | +0.05 |
| JPIE JPMorgan Income ETF | New | 0.04% | +0.04 |
| NEE Nextera Energy Inc. | Add +23.2% | 0.18% | +0.04 |
| AMLP Alerian MLP ETF | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +3.5% | 0.18% | +0.04 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.22% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.8% | 0.38% | +0.04 |
| UCON First Trust Smith Unconstrai | Add +1.5% | 0.59% | +0.04 |
| PFXF Vaneck Pref Sec X-Financials | New | 0.04% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.03% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.7% | 0.48% | +0.03 |
| RISR Foliobe Altr In&in H ETF-Usd | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.18% | +0.03 |
| GLD SPDR Gold Shares | Add +24.8% | 0.07% | +0.03 |
| KO The Coca-Cola Co. | Add +3.0% | 0.13% | +0.03 |
| PSLV Sprott Physical Silver Trust | Add +15.4% | 0.08% | +0.03 |
| RIOT Riot Platforms Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +8.3% | 0.14% | +0.02 |
| LOW Lowe's Cos Inc. | Add +2.5% | 1.67% | +0.02 |
| TJX TJX Companies Inc. | Add +0.5% | 0.37% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +38.3% | 0.05% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +15.9% | 0.08% | +0.02 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| SYK Stryker Corp. | Add +15.0% | 0.10% | +0.02 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| DUK Duke Energy Corp. | New | 0.02% | +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 |