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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 $1,495,519,968
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 271,623 $69,163,389 4.62%
2.
Microsoft Corp
 MSFT 122,258 $63,323,641 4.23%
3.
Ishares Trust
 IEF 90,980 $60,892,686 4.07%
4.
Alphabet Inc.
 GOOGL 234,181 $56,929,317 3.81%
5.
Strategas Macro Thematic Opportunities Etf - ETF
 1,258,277 $46,895,995 3.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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