Beaumont Financial Advisors, LLC
370 holdingsFiling period: 2026-03-31Current AUM: $1.59Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 256.9K | $65.2M | $79.4M | 4.99% | -4,338 | 2026-03-31 |
| 2 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 647.2K | $65.1M | $65.2M | 4.10% | +166.9K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 214.7K | $61.7M | $76.5M | 4.81% | -7,781 | 2026-03-31 |
| 4 | IVV | ISHARES CORE S&P 500 ETF | 91.0K | $59.4M | $68.3M | 4.29% | +162 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP COM | 109.0K | $40.3M | $50.6M | 3.19% | +607 | 2026-03-31 |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | 565.4K | $38.2M | $42.6M | 2.68% | +4.2K | 2026-03-31 |
| 7 | SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 951.7K | $37.4M | $41.3M | 2.60% | -79,547 | 2026-03-31 |
| 8 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 249.1K | $36.1M | $43.0M | 2.71% | +3.0K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION COM | 206.3K | $36.0M | $41.4M | 2.61% | +826 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC COM | 152.5K | $31.8M | $41.4M | 2.61% | -2,225 | 2026-03-31 |
| 11 | JPEF | JPMORGAN EQUITY FOCUS ETF | 393.0K | $28.2M | $31.5M | 1.98% | -120,136 | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON COM | 115.1K | $28.1M | $29.5M | 1.86% | -3,093 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 56.7K | $27.2M | $27.2M | 1.71% | -532 | 2026-03-31 |
| 14 | CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 565.0K | $27.0M | $22.6M | 1.42% | -21,819 | 2026-03-31 |
| 15 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 445.3K | $26.3M | $24.4M | 1.53% | -2,902 | 2026-03-31 |
| 16 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 281.6K | $25.8M | $25.8M | 1.62% | +54.5K | 2026-03-31 |
| 17 | VUG | VANGUARD GROWTH ETF | 57.9K | $25.3M | $29.6M | 1.86% | -406 | 2026-03-31 |
| 18 | META | META PLATFORMS INC CL A | 40.1K | $22.9M | $22.3M | 1.40% | -529 | 2026-03-31 |
| 19 | MCD | MCDONALDS CORP COM | 73.4K | $22.8M | $19.9M | 1.25% | -908 | 2026-03-31 |
| 20 | FFGX | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | 694.8K | $21.2M | $23.5M | 1.48% | +5.2K | 2026-03-31 |
| 21 | VOO | VANGUARD S&P 500 ETF | 35.0K | $20.9M | $24.1M | 1.51% | +4.1K | 2026-03-31 |
| 22 | LOW | LOWES COS INC COM | 86.5K | $20.4M | $18.0M | 1.13% | -2,880 | 2026-03-31 |
| 23 | V | VISA INC COM CL A | 62.7K | $19.0M | $23.0M | 1.44% | -84 | 2026-03-31 |
| 24 | APLU | ALLSPRING CORE PLUS ETF | 711.3K | $17.6M | $17.2M | 1.08% | -219,806 | 2026-03-31 |
| 25 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 313.1K | $17.1M | $20.4M | 1.28% | +37.9K | 2026-03-31 |
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