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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 $1,332,807,444
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 282,833 $70,826,921 5.31%
2.
Microsoft Corp
 MSFT 134,074 $56,512,317 4.24%
3.
Ishares Trust
 IEF 92,962 $54,725,028 4.1%
4.
Jpmorgan Active Growth Etf
 565,541 $45,825,767 3.43%
5.
Alphabet Inc.
 GOOGL 239,245 $45,289,133 3.39%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)