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Beaumont Financial Advisors, LLC

Q4 2024 Holdings

Filed 2025-01-17 | 369 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$70.8M282,8335.3%
Microsoft Corp COM(MSFT)Stock594918104$56.5M134,0744.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$54.7M92,9624.1%
JPMorgan Active Growth ETF(JGRO)ETF46654Q609$45.8M565,5413.4%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$45.3M239,2453.4%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$40.1M491,2543.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$35.9M575,8032.7%
Amazon COM Inc COM(AMZN)Stock023135106$35.6M162,2882.7%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$32.5M239,8522.4%
JPMorgan Equity Focus ETF(JPEF)ETF46654Q781$31.3M466,9742.4%
JPMorgan U.S. Quality Factor ETF(JQUA)ETF46641Q761$28.3M493,9042.1%
Nvidia Corporation COM(NVDA)Stock67066G104$26.9M200,1072.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$26.2M57,8292.0%
Vanguard Growth ETF(VUG)ETF922908736$25.4M61,9851.9%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$25.4M273,9791.9%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$24.9M335,9351.9%
Fidelity Fundamental Large Cap Core ETF(FFLC)ETF316092360$22.5M490,7851.7%
Mcdonalds Corp COM(MCD)Stock580135101$22.5M77,5061.7%
Visa Inc COM CL A(V)Stock92826C839$22.1M69,8731.7%
Lowes COS Inc COM(LOW)Stock548661107$22.0M89,2791.7%
Meta Platforms Inc CL A(META)Stock30303M102$21.5M36,7541.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$21.2M39,3331.6%
T. Rowe Price Capital Appreciation Equity ETF(TCAF)ETF87283Q867$19.7M593,1081.5%
Johnson & Johnson COM(JNJ)Stock478160104$18.3M126,2421.4%
Ishares Global 100 ETF(IOO)ETF464287572$15.3M152,1181.2%
Pepsico Inc COM(PEP)Stock713448108$14.1M92,9371.1%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$13.1M231,2661.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$13.0M56,6371.0%
Sprott Physical Gold & Silver TR Unit(CEF/U)CEF85208R101$12.5M526,6270.9%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$11.8M48,5700.9%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$11.7M191,0730.9%
Strategas Macro Thematic Opportunities ETF(SAMT)ETF00775Y645$11.4M390,2020.9%
Vaneck CLO ETF(CLOI)ETF92189H748$11.3M214,6350.8%
Vanguard Total World Stock ETF(VT)ETF922042742$11.1M94,0740.8%
Invesco Variable Rate Investment Grade ETF(VRIG)ETF46090A879$10.7M424,7770.8%
Matthews Emerging Markets Equity Active ETF(MEM)ETF577125818$10.5M363,6080.8%
Ishares Core High Dividend ETF(HDV)ETF46429B663$9.0M80,5770.7%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$9.0M105,8660.7%
Abbott Labs COM(ABT)Stock002824100$8.3M73,4930.6%
Ishares Select Dividend ETF(DVY)ETF464287168$8.2M62,7900.6%
Broadcom Inc COM(AVGO)Stock11135F101$7.4M32,1060.6%
First Trust TCW Unconstrained Plus Bond ETF(UCON)ETF33740F888$7.4M300,1690.6%
First Trust Smid Cap Rising Dividend Achievers ETF(SDVY)ETF33741X102$7.3M204,7030.6%
Virtus Reaves Utilities ETF(UTES)ETF26923G806$6.7M104,5080.5%
Spdr Gold Minishares Trust(GLDM)ETF98149E303$6.6M126,8120.5%
Freedom 100 Emerging Markets ETF(FRDM)ETF02072L607$6.2M188,6710.5%
Vanguard Value ETF(VTV)ETF922908744$5.9M35,1380.4%
BP PLC Sponsored ADR(BP)ADR055622104$5.6M188,7070.4%
Chevron Corp New COM(CVX)Stock166764100$5.4M37,3990.4%
American Elec PWR Co Inc COM(AEP)Stock025537101$5.4M58,2830.4%
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