Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Beaumont Financial Advisors, Llc > Profile

Instuitional Investor - Beaumont Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Beaumont Financial Advisors, Llc
Portfolio Value $1,275,048,775
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 282,038 $62,649,065 4.91%
2.
Ishares Trust
 IEF 93,353 $52,455,118 4.11%
3.
Microsoft Corp
 MSFT 133,647 $50,169,585 3.93%
4.
Alphabet Inc.
 GOOGL 238,246 $36,842,396 2.89%
5.
Fidelity Wise Origin Bitcoin Fund - ETF
 487,554 $35,089,274 2.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)