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Portfolio (Quarterly) Guide ↗

Beaumont Financial Advisors, LLC

· CIK 0001957394
13F Portfolio $1.5B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 394 New
Page 18 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PYPL PAYPAL HLDGS INC COM Financial Services 3,954.0 $265K 0.02% NEW $67.06 -33.8%
342 PFE PFIZER INC COM Healthcare 10,382.0 $265K 0.02% NEW $25.48 +1.8%
343 IWM ISHARES RUSSELL 2000 ETF 1,091.0 $264K 0.02% NEW $241.94 +16.8%
344 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 1,930.0 $260K 0.02% NEW $134.67 +12.3%
345 IPGP IPG PHOTONICS CORP COM Technology 3,275.0 $259K 0.02% NEW $79.19 +52.2%
346 MDYV SPDR S&P 400 MID CAP VALUE ETF 3,081.0 $257K 0.02% NEW $83.41 +7.8%
347 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 8,187.0 $256K 0.02% NEW $31.27 +26.2%
348 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 3,772.0 $252K 0.02% NEW $66.91 -29.8%
349 VZ VERIZON COMMUNICATIONS INC COM Communication Services 5,686.0 $250K 0.02% NEW $43.95 +8.8%
350 SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 5,389.0 $250K 0.02% NEW $46.32 +14.5%
351 ASTRAZENECA PLC SPONSORED ADR 3,251.0 $249K 0.02% NEW $76.72
352 IEFA ISHARES CORE MSCI EAFE ETF 2,845.0 $248K 0.02% NEW $87.31 +11.4%
353 HSY HERSHEY CO COM Consumer Defensive 1,325.0 $248K 0.02% NEW $187.05 +1.8%
354 STAG STAG INDL INC COM Real Estate 7,000.0 $247K 0.02% NEW $35.29 +8.5%
355 NUAG NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF 11,567.0 $246K 0.02% NEW $21.31 -2.0%
356 IAU ISHARES GOLD TRUST Financial Services 3,375.0 $246K 0.02% NEW $72.77 +17.4%
357 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 4,877.0 $243K 0.02% NEW $49.84 +7.3%
358 HTGC HERCULES CAPITAL INC COM Financial Services 12,524.0 $237K 0.02% NEW $18.91 -18.2%
359 GILD GILEAD SCIENCES INC COM Healthcare 2,130.0 $236K 0.02% NEW $111.03 +17.5%
360 URNM SPROTT URANIUM MINERS ETF 3,904.0 $236K 0.02% NEW $60.42 -3.9%
Page 18 of 20  ·  394 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 24.5%
Consumer Cyclical 15.1%
Communication Services 12.8%
Healthcare 6.1%
Consumer Defensive 4.3%
Industrials 4.0%
Energy 2.4%
Utilities 1.6%
Basic Materials 0.3%