Portfolio (Quarterly)
Guide ↗
Beaumont Financial Advisors, LLC
· CIK 0001957394| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | LH | LABCORP HOLDINGS INC COM SHS | Healthcare | 798 | $229K | 0.01% | SOLD |
| 42 | YUM | YUM BRANDS INC COM | Consumer Cyclical | 1,495 | $227K | 0.01% | SOLD |
| 43 | MSTR | STRATEGY INC CL A NEW | Technology | 681 | $219K | 0.01% | SOLD |
| 44 | SYY | SYSCO CORP COM | Consumer Defensive | 2,641 | $217K | 0.01% | SOLD |
| 45 | VT | VANGUARD TOTAL WORLD STOCK ETF | — | 1,513 | $209K | 0.01% | SOLD |
| 46 | SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | — | 1,970 | $206K | 0.01% | SOLD |
| 47 | ECL | ECOLAB INC COM | Basic Materials | 749 | $205K | 0.01% | SOLD |
| 48 | IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | — | 1,750 | $201K | 0.01% | SOLD |
Sector Allocation
Technology
28.0%
Financial Services
23.5%
Communication Services
15.6%
Consumer Cyclical
15.0%
Healthcare
6.4%
Consumer Defensive
4.1%
Industrials
3.9%
Utilities
1.8%
Energy
1.4%
Basic Materials
0.2%