IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Beaumont Financial Advisors, LLC

Q2 2024 Holdings

Filed 2024-07-24 | 365 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$61.3M290,9684.9%
Microsoft Corp COM(MSFT)Stock594918104$60.3M135,0114.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$51.8M94,6014.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$43.8M240,6953.5%
JPMorgan Active Growth ETF(JGRO)ETF46654Q609$37.8M502,5413.0%
Amazon COM Inc COM(AMZN)Stock023135106$32.5M168,1142.6%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$32.2M549,5302.6%
JPMorgan U.S. Quality Factor ETF(JQUA)ETF46641Q761$26.6M502,9382.1%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$26.3M303,7492.1%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$26.0M496,5502.1%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$25.0M194,8772.0%
Nvidia Corporation COM(NVDA)Stock67066G104$24.5M196,8442.0%
Vanguard Growth ETF(VUG)ETF922908736$23.8M63,7001.9%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$23.6M57,9631.9%
Ishares Global 100 ETF(IOO)ETF464287572$23.1M238,7941.8%
Fidelity Fundamental Large Cap Core ETF(FFLC)ETF316092360$22.0M504,9141.8%
Lowes COS Inc COM(LOW)Stock548661107$20.8M94,4811.7%
Mcdonalds Corp COM(MCD)Stock580135101$20.3M79,6491.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$20.2M40,3371.6%
Meta Platforms Inc CL A(META)Stock30303M102$19.6M38,8671.6%
Grayscale Bitcoin Trust(GBTC)ETF389637109$19.4M363,5361.5%
T. Rowe Price Capital Appreciation Equity ETF(TCAF)ETF87283Q867$19.2M611,6911.5%
Visa Inc COM CL A(V)Stock92826C839$19.1M72,5951.5%
Johnson & Johnson COM(JNJ)Stock478160104$18.7M128,2131.5%
JPMorgan Equity Focus ETF(JPEF)ETF46654Q781$17.3M276,6611.4%
Vanguard Total World Stock ETF(VT)ETF922042742$16.0M142,0001.3%
Matthews Emerging Markets Equity Active ETF(MEM)ETF577125818$15.8M517,7261.3%
Pepsico Inc COM(PEP)Stock713448108$15.5M93,7761.2%
BP PLC Sponsored ADR(BP)ADR055622104$14.7M406,8951.2%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$12.7M344,2311.0%
Sprott Physical Gold & Silver TR Unit(CEF/U)CEF85208R101$12.4M561,7231.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$12.1M56,1911.0%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$11.9M218,4681.0%
Sony Group Corp Sponsored ADR(SONY)ADR835699307$11.6M136,7080.9%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$10.6M184,3320.8%
Strategas Macro Thematic Opportunities ETF(SAMT)ETF00775Y645$10.5M400,0640.8%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$10.2M49,5910.8%
Ishares Core High Dividend ETF(HDV)ETF46429B663$8.9M81,5020.7%
Invesco Variable Rate Investment Grade ETF(VRIG)ETF46090A879$8.8M351,8510.7%
Ishares Select Dividend ETF(DVY)ETF464287168$7.8M64,4080.6%
Abbott Labs COM(ABT)Stock002824100$7.7M73,9300.6%
Vaneck CLO ETF(CLOI)ETF92189H748$7.4M139,0780.6%
First Trust TCW Unconstrained Plus Bond ETF(UCON)ETF33740F888$6.9M283,5750.6%
Freedom 100 Emerging Markets ETF(FRDM)ETF02072L607$6.2M176,9060.5%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$6.1M84,8750.5%
Chevron Corp New COM(CVX)Stock166764100$5.9M37,9630.5%
Vanguard Value ETF(VTV)ETF922908744$5.9M36,6510.5%
Broadcom Inc COM(AVGO)Stock11135F101$5.9M3,6500.5%
Virtus Reaves Utilities ETF(UTES)ETF26923G806$5.3M103,0800.4%
American Elec PWR Co Inc COM(AEP)Stock025537101$5.2M59,1390.4%
Page 1 of 8Next