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Home > Institutional Investor > Beaumont Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Beaumont Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 212,200 $75,833,745 4.83%
2.
Apple Inc.
 AAPL 255,189 $73,841,363 4.7%
3.
Ishares Trust
 IEF 88,113 $65,987,145 4.2%
4.
Ishares Trust
 IEF 590,555 $45,537,729 2.9%
5.
Ishares Trust
 IEF 249,525 $44,565,101 2.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.