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Beaumont Financial Advisors, LLC

Q3 2025 Holdings

Filed 2025-10-23 | 394 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$69.2M271,6234.6%
Microsoft Corp COM(MSFT)Stock594918104$63.3M122,2584.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$60.9M90,9804.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$56.9M234,1813.8%
Strategas Macro Thematic Opportunities ETF(SAMT)ETF00775Y645$46.9M1,258,2773.1%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$46.3M463,6233.1%
Nvidia Corporation COM(NVDA)Stock67066G104$38.9M208,6182.6%
JPMorgan Equity Focus ETF(JPEF)ETF46654Q781$38.5M519,9392.6%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$36.9M565,4012.5%
Amazon COM Inc COM(AMZN)Stock023135106$35.4M161,0522.4%
JPMorgan U.S. Quality Factor ETF(JQUA)ETF46641Q761$33.7M536,3132.3%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$33.3M235,3192.2%
JPMorgan Active Growth ETF(JGRO)ETF46654Q609$33.3M355,0802.2%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$29.2M57,9831.9%
Vanguard Growth ETF(VUG)ETF922908736$28.2M58,8411.9%
Meta Platforms Inc CL A(META)Stock30303M102$26.9M36,5671.8%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$24.6M274,3681.6%
Allspring Core Plus ETF(APLU)ETF01989A209$24.1M957,0461.6%
Johnson & Johnson COM(JNJ)Stock478160104$23.2M125,2081.6%
Lowes COS Inc COM(LOW)Stock548661107$23.0M91,6561.5%
Mcdonalds Corp COM(MCD)Stock580135101$22.6M74,2921.5%
Visa Inc COM CL A(V)Stock92826C839$21.7M63,6191.5%
Sprott Asset Management LP Physical Gold AN(CEF/U)CEF85208R101$21.5M584,7671.4%
Fidelity Fundamental Global Ex-U.S. ETF(FFGX)ETF31609A875$20.6M687,9311.4%
T. Rowe Price Capital Appreciation Equity ETF(TCAF)ETF87283Q867$19.9M528,8631.3%
Vanguard S&P 500 ETF(VOO)ETF922908363$19.1M31,1271.3%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$18.3M82,4861.2%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$17.6M192,2631.2%
Vistashares Target 15 Berkshire Select Income ETF(OMAH)ETF45259A514$14.9M773,3421.0%
Pepsico Inc COM(PEP)Stock713448108$14.5M103,3921.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$13.4M196,8450.9%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$13.1M46,6500.9%
First Trust WCM International Equity ETF(WCMI)ETF33733E732$13.0M769,2170.9%
FT Vest Rising Dividend Achievers Target Income ETF(RDVI)ETF33738D879$12.7M491,1770.8%
Freedom 100 Emerging Markets ETF(FRDM)ETF02072L607$11.9M267,9470.8%
Vaneck CLO ETF(CLOI)ETF92189H748$11.0M207,8770.7%
Broadcom Inc COM(AVGO)Stock11135F101$10.5M31,7210.7%
Ishares Core High Dividend ETF(HDV)ETF46429B663$9.7M78,8190.6%
BP PLC Sponsored ADR(BP)ADR055622104$9.0M261,9200.6%
Ishares Select Dividend ETF(DVY)ETF464287168$8.6M60,6480.6%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$8.2M83,0540.6%
Invesco Variable Rate Investment Grade ETF(VRIG)ETF46090A879$8.1M323,4810.5%
Spdr Gold Minishares Trust of Beneficial Interest(GLDM)ETF98149E303$7.3M95,5830.5%
Vistashares Artificial Intelligence Supercycle ETF(AIS)ETF45259A845$7.2M204,2570.5%
First Trust Smith Unconstrained Bond ETF(UCON)ETF33740F888$7.1M280,7090.5%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$6.8M28,0200.5%
American Elec PWR Co Inc COM(AEP)Stock025537101$6.8M60,0310.5%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$6.4M20,2760.4%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$6.2M122,2870.4%
Vanguard Value ETF(VTV)ETF922908744$6.1M32,6980.4%
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