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Home > Institutional Investor > Beaumont Financial Partners, Llc > Profile

Instuitional Investor - Beaumont Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Beaumont Financial Partners, Llc
Portfolio Value $1,042,509,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,740,775 $174,547,000 16.74%
2.
Apple Inc.
 AAPL 343,018 $47,405,000 4.54%
3.
Litman Gregory Fds Tr
 1,280,435 $43,458,000 4.16%
4.
Microsoft Corp
 MSFT 147,224 $34,288,000 3.28%
5.
Vanguard Index Fds
 91,133 $29,919,000 2.86%
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)