StockDriftsStockDriftsTop 50 Beaumont Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 4.48% | 256.9K | $65.2M | -1.66%(-4.34K) | $134.06(+122.93%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 4.48% | 647.2K | $65.1M | +34.76%(+166.94K) | $100.53(-0.02%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.24% | 214.7K | $61.7M | -3.50%(-7.78K) | $93.02(+332.83%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.08% | 91.0K | $59.4M | +0.18%(+162) | $416.99(+78.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.77% | 109.0K | $40.3M | +0.56%(+607) | $240.14(+68.74%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.62% | 565.4K | $38.2M | +0.75%(+4.22K) | $47.64(+53.50%) | 2026-03-31 | |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 2.57% | 951.7K | $37.4M | -7.71%(-79.55K) | $28.57(+60.09%) | 2026-03-31 | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2.48% | 249.1K | $36.1M | +1.23%(+3.04K) | $114.33(+40.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.47% | 206.3K | $36.0M | +0.40%(+826) | $31.14(+625.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.18% | 152.5K | $31.8M | -1.44%(-2.23K) | $99.71(+170.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.60% | +46.59% |
| Top 20 Holdings Unweighted | +14.50% | +50.12% |
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