Beaumont Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$1.25B
Signature - Title
Michael Snyder - Chief Compliance Officer
Location
250 1 St Avenue, Suite 101, Needham, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 365 $1.25B +$111M -$61.2M +$50.2M AAPL, MSFT, IVV, GOOGL, JGRO 13F-HR 7/24/2024, 11:17 AM
Q1 2024 362 $1.19B +$89.3M -$66.5M +$22.8M MSFT, AAPL, IVV, JGRO, GOOGL 13F-HR 5/10/2024, 03:39 PM
Q4 2023 340 $1.1B +$131M -$130M +$395K AAPL, MSFT, GOOGL, IVV, JGRO 13F-HR 1/31/2024, 02:58 PM
Q3 2023 360 $1B +$95.4M -$130M -$34.1M SGOV, AAPL, MSFT, GOOGL, IVV 13F-HR 11/1/2023, 03:02 PM
Q2 2023 338 $1.07B +$167M -$135M +$32.2M AAPL, MSFT, IOO, IVV, VT 13F-HR 8/2/2023, 11:37 AM
Q1 2023 318 $988M +$114M -$138M -$24.1M SGOV, AAPL, VT, MSFT, IOO 13F-HR 5/8/2023, 05:20 PM
Q4 2022 315 $996M SGOV, AAPL, MSFT, IVV, IJH 13F-HR 1/25/2023, 10:49 AM