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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Beaumont Financial Partners, Llc, compare funds side by side, and get alerts the moment positions change.