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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 $1,096,454,525
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 299,622 $57,686,271 5.26%
2.
Microsoft Corp
 MSFT 136,138 $51,193,302 4.66%
3.
Alphabet Inc.
 GOOG 240,794 $33,636,518 3.06%
4.
Ishares Trust
 IEF 68,637 $32,783,183 2.98%
5.
J P Morgan Exchange Traded Fd
 500,316 $30,564,294 2.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)