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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 13 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BX BLACKSTONE INC COM Financial Services 2,939.0 $502K 0.03% NEW $170.83 -30.6%
242 IWB ISHARES RUSSELL 1000 ETF 1,369.0 $500K 0.03% NEW $365.35 +10.8%
243 RVMD REVOLUTION MEDICINES INC COM Healthcare 10,520.0 $491K 0.03% NEW $46.70 +221.9%
244 CEG CONSTELLATION ENERGY CORP COM Utilities 1,476.0 $486K 0.03% NEW $329.07 -13.1%
245 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,492.0 $485K 0.03% NEW $194.49 +9.4%
246 LIN LINDE PLC SHS Basic Materials 1,016.0 $483K 0.03% NEW $475.18 +8.3%
247 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 27,129.0 $482K 0.03% NEW $17.77 +3.7%
248 SGDM SPROTT GOLD MINERS ETF 7,652.0 $474K 0.03% NEW $62.00 +15.3%
249 ARKF ARK FINTECH INNOVATION ETF 8,160.0 $463K 0.03% NEW $56.80 -27.3%
250 STE STERIS PLC SHS USD Healthcare 1,857.0 $459K 0.03% NEW $247.44 -12.7%
251 EZU ISHARES MSCI EUROZONE ETF 7,372.0 $457K 0.03% NEW $61.94 +10.2%
252 GEV GE VERNOVA INC COM Utilities 731.0 $449K 0.03% NEW $614.66 +69.8%
253 XLE ENERGY SELECT SECTOR SPDR FUND 5,000.0 $447K 0.03% NEW $89.34 -33.8%
254 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 6,769.0 $446K 0.03% NEW $65.92 +22.2%
255 RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF 12,425.0 $445K 0.03% NEW $35.84 +1.7%
256 AZO AUTOZONE INC COM Consumer Cyclical 102.0 $438K 0.03% NEW $4290.24 -19.9%
257 FTSL FIRST TRUST SENIOR LOAN FUND 9,393.0 $431K 0.03% NEW $45.84 -2.0%
258 T AT&T INC COM Communication Services 15,140.0 $428K 0.03% NEW $28.24 -11.7%
259 ANET ARISTA NETWORKS INC COM SHS Technology 2,899.0 $422K 0.03% NEW $145.71 +2.0%
260 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 5,260.0 $422K 0.03% NEW $80.17 +12.0%
Page 13 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%