StockDriftsStockDriftsTop 50 Beaumont Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 16.74% | 1.74M | $175K | — | — | — | 2022-09-30 |
| AAPL | APPLE INC | 4.55% | 343.0K | $47K | — | — | — | 2022-09-30 |
| DBMF | LITMAN GREGORY FDS TR | 4.17% | 1.28M | $43K | — | — | — | 2022-09-30 |
| MSFT | MICROSOFT CORP | 3.29% | 147.2K | $34K | — | — | — | 2022-09-30 |
| VOO | VANGUARD INDEX FDS | 2.87% | 91.1K | $30K | — | — | — | 2022-09-30 |
| IVV | ISHARES TR | 2.65% | 77.0K | $28K | — | — | — | 2022-09-30 |
| GOOGL | ALPHABET INC | 2.48% | 270.7K | $26K | — | — | — | 2022-09-30 |
| IJH | ISHARES TR | 2.43% | 115.5K | $25K | — | — | — | 2022-09-30 |
| JNJ | JOHNSON & JOHNSON | 2.3% | 146.5K | $24K | — | — | — | 2022-09-30 |
| JQUA | J P MORGAN EXCHANGE TRADED FD | 2.09% | 623.2K | $22K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Beaumont Financial Partners, Llc reports $1.04M in US-listed equity holdings across 302 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (16.7%), AAPL (4.5%) and DBMF (4.2%). Figures reflect the Q3 2022 filing.
Sign up free to track Beaumont Financial Partners, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Beaumont Financial Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1352764). View Beaumont Financial Partners, Llc’s 13F filings on SEC