Beaumont Financial Advisors, LLC
CIK Number: 0001957394
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.65 | +0.51% | 282.83K | -0.9% | 70.83M | 129.93 | 5.31% |
| 2 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 134.07K | +1.26% | 56.51M | 242.55 | 4.24% |
| 3 | IVV | iShares Core S&... | 598.25 | -0.09% | 92.96K | -1.47% | 54.73M | 423.96 | 4.11% |
| 4 | JGRO | Jpmorgan Active... | 82.19 | -0.31% | 565.54K | -6.84% | 45.83M | 61.36 | 3.44% |
| 5 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 239.25K | +0.76% | 45.29M | 89.55 | 3.40% |
| 6 | FBTC | Fidelity Wise O... | 90.67 | -0.82% | 491.25K | -1.3% | 40.08M | 55.28 | 3.01% |
| 7 | IJH | iShares Core S&... | 60.41 | +0.30% | 575.8K | +7.08% | 35.88M | 49.49 | 2.69% |
| 8 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 162.29K | -1% | 35.6M | 88.03 | 2.67% |
| 9 | IJT | iShares S&P Sma... | 129.07 | +0.29% | 239.85K | +25.29% | 32.47M | 114.39 | 2.44% |
| 10 | JPEF | JPMorgan Equity... | 67.54 | -0.19% | 466.97K | +31.31% | 31.34M | 58.32 | 2.35% |
| 11 | JQUA | JPMorgan U.S. Q... | 58.65 | -0.49% | 493.9K | -2.42% | 28.29M | 41.27 | 2.12% |
| 12 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 200.11K | +6.30% | 26.87M | 22.9 | 2.02% |
| 13 | BRK-B | Berkshire Hatha... | 484.88 | +0.29% | 57.83K | +1.15% | 26.21M | 311.36 | 1.97% |
| 14 | VUG | Vanguard Growth... | 419.50 | -0.18% | 61.98K | -1.49% | 25.44M | 213.11 | 1.91% |
| 15 | MOAT | VanEck Mornings... | 90.78 | -0.22% | 273.98K | -10.38% | 25.4M | 82.99 | 1.91% |
| 16 | GBTC | Grayscale Bitco... | 81.83 | -0.81% | 335.94K | -7.24% | 24.87M | 56.09 | 1.87% |
| 17 | FFLC | Fidelity Coving... | 46.98 | +0.07% | 490.79K | -3.69% | 22.52M | 36.28 | 1.69% |
| 18 | MCD | McDonald's Corp... | 289.18 | -1.07% | 77.51K | -0.66% | 22.47M | 263.53 | 1.69% |
| 19 | V | Visa Inc. | 340.13 | -4.95% | 69.87K | -1.67% | 22.08M | 209.86 | 1.66% |
| 20 | LOW | Lowe's Companie... | 210.74 | -0.56% | 89.28K | -1.59% | 22.03M | 199.26 | 1.65% |
| 21 | META | Meta Platforms,... | 695.19 | -0.29% | 36.75K | +1.76% | 21.52M | 155.39 | 1.61% |
| 22 | VOO | Vanguard 500 In... | 548.98 | -0.07% | 39.33K | -1.97% | 21.19M | 359 | 1.59% |
| 23 | TCAF | T. Rowe Price E... | 34.10 | -0.28% | 593.11K | -3.24% | 19.73M | 27.64 | 1.48% |
| 24 | JNJ | Johnson & Johns... | 150.78 | -1.05% | 126.24K | +0.23% | 18.26M | 176.41 | 1.37% |
| 25 | IOO | iShares Global ... | 103.88 | +0.03% | 152.12K | -35.88% | 15.33M | 70.06 | 1.15% |
| 26 | PEP | PepsiCo, Inc. | 128.98 | -0.24% | 92.94K | +0.68% | 14.13M | 180.37 | 1.06% |
| 27 | COWZ | Pacer US Cash C... | 54.48 | -0.39% | 231.27K | +4.08% | 13.06M | 52.43 | 0.98% |
| 28 | DKS | DICK'S Sporting... | 174.08 | -0.43% | 56.64K | +2.04% | 12.96M | 115.77 | 0.97% |
| 29 | FDN | First Trust Dow... | 255.70 | -0.3% | 48.57K | -0.69% | 11.81M | 123.15 | 0.89% |
| 30 | DGRO | iShares Core Di... | 62.20 | -0.03% | 191.07K | +3.32% | 11.72M | 50.75 | 0.88% |
| 31 | SAMT | Strategas Macro... | 33.18 | +0.91% | 390.2K | -2.9% | 11.37M | 23.12 | 0.85% |
| 32 | CLOI | VanEck CLO ETF | 52.85 | -0.07% | 214.63K | +50.85% | 11.33M | 52.11 | 0.85% |
| 33 | VT | Vanguard Total ... | 124.86 | +0.04% | 94.07K | -34.05% | 11.05M | 92.21 | 0.83% |
| 34 | VRIG | Invesco Variabl... | 25.13 | +0.02% | 424.78K | +22.56% | 10.67M | 24.84 | 0.80% |
| 35 | MEM | Matthews Emergi... | 31.53 | -0.25% | 363.61K | -30.04% | 10.52M | 27.77 | 0.79% |
| 36 | HDV | iShares Core Hi... | 115.97 | -0.34% | 80.58K | +0.05% | 9.05M | 104.24 | 0.68% |
| 37 | BABA | Alibaba Group H... | 113.35 | -1.46% | 105.87K | +100.00% | 8.98M | 84.79 | 0.67% |
| 38 | ABT | Abbott Laborato... | 132.35 | +0.06% | 73.49K | -0.16% | 8.31M | 109.69 | 0.62% |
| 39 | DVY | iShares Select ... | 129.79 | +0.18% | 62.79K | +0.22% | 8.24M | 120.48 | 0.62% |
| 40 | AVGO | Broadcom Inc. | 251.06 | +0.68% | 32.11K | -12.24% | 7.44M | 67.8 | 0.56% |
| 41 | UCON | First Trust TCW... | 24.77 | +0.02% | 300.17K | +5.78% | 7.4M | 23.98 | 0.56% |
| 42 | SDVY | First Trust SMI... | 34.36 | +0.23% | 204.7K | +100.00% | 7.34M | 35.85 | 0.55% |
| 43 | UTES | Virtus Reaves U... | 73.75 | +0.37% | 104.51K | +0.88% | 6.66M | 51.89 | 0.50% |
| 44 | GLDM | SPDR Gold MiniS... | 66.70 | -0.52% | 126.81K | +16.04% | 6.59M | 47.07 | 0.49% |
| 45 | FRDM | Freedom 100 Eme... | 38.95 | +0.44% | 188.67K | +4.43% | 6.17M | 29.6 | 0.46% |
| 46 | VTV | Vanguard Value ... | 172.94 | +0.09% | 35.14K | -2.72% | 5.95M | 140.37 | 0.45% |
| 47 | BP | BP p.l.c. | 31.11 | -1.47% | 188.71K | -51.15% | 5.58M | 37.09 | 0.42% |
| 48 | CVX | Chevron Corpora... | 148.11 | -0.5% | 37.4K | -4.47% | 5.42M | 161.61 | 0.41% |
| 49 | AEP | American Electr... | 101.12 | -0.49% | 58.28K | -1.53% | 5.38M | 81.32 | 0.40% |
| 50 | GOOG | Alphabet Inc. | 174.09 | -1.77% | 27.22K | -1.27% | 5.18M | 100.29 | 0.39% |
| 51 | BTC | Grayscale Bitco... | 46.02 | -0.84% | 120.53K | +100.00% | 5.05M | 41.87 | 0.38% |
| 52 | JPM | JPMorgan Chase ... | 273.87 | +1.61% | 20.87K | +2.10% | 5M | 141.25 | 0.38% |
| 53 | FTEC | Fidelity MSCI I... | 187.66 | +0.25% | 26.54K | +3.53% | 4.91M | 110.18 | 0.37% |
| 54 | SPLG | SPDR Portfolio ... | 70.25 | -0.07% | 69.11K | -1.64% | 4.76M | 44.98 | 0.36% |
| 55 | TJX | The TJX Compani... | 122.46 | -0.45% | 38.32K | -2.97% | 4.63M | 79.62 | 0.35% |
| 56 | COST | Costco Wholesal... | 974.23 | -0.36% | 5.03K | -3.81% | 4.61M | 476.57 | 0.35% |
| 57 | HD | The Home Depot,... | 346.36 | -0.69% | 11.51K | +1.61% | 4.48M | 317.81 | 0.34% |
| 58 | LLY | Eli Lilly and C... | 784.39 | -0.87% | 5.56K | -3.71% | 4.29M | 394.65 | 0.32% |
| 59 | SGOV | iShares 0-3 Mon... | 100.57 | +0.03% | 40.48K | +6.17% | 4.06M | 100.46 | 0.30% |
| 60 | IJR | iShares Core S&... | 106.23 | +0.36% | 34.46K | +49.41% | 3.97M | 102.71 | 0.30% |
| 61 | BAC | Bank of America... | 45.01 | +1.75% | 84.91K | -0.11% | 3.73M | 33.35 | 0.28% |
| 62 | VTI | Vanguard Total ... | 294.00 | 0.00% | 11.63K | +7.97% | 3.37M | 213.34 | 0.25% |
| 63 | XLE | Energy Select S... | 88.04 | -0.7% | 39.15K | +546.59% | 3.35M | 85.74 | 0.25% |
| 64 | SCHX | Schwab U.S. Lar... | 23.65 | -0.05% | 142.6K | +179.59% | 3.31M | 15.06 | 0.25% |
| 65 | PG | The Procter & G... | 157.83 | -0.44% | 19.51K | +0.96% | 3.27M | 151.67 | 0.25% |
| 66 | GD | General Dynamic... | 278.38 | -1.04% | 12.4K | -3.63% | 3.27M | 218.11 | 0.25% |
| 67 | TEKX | SPDR Galaxy Tra... | 28.13 | -0.85% | 108.42K | +100.00% | 3.03M | 27.97 | 0.23% |
| 68 | JEPI | JPMorgan Equity... | 55.73 | -0.25% | 51.89K | -1.52% | 2.99M | 55.22 | 0.22% |
| 69 | FUTY | Fidelity MSCI U... | 52.00 | +0.21% | 60.83K | +14.83% | 2.97M | 40.78 | 0.22% |
| 70 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 4.87K | -1.1% | 2.86M | 414.42 | 0.21% |
| 71 | IWF | iShares Russell... | 405.89 | -0.16% | 7.08K | -0.38% | 2.84M | 219.52 | 0.21% |
| 72 | VV | Vanguard Large ... | 275.63 | -0.03% | 10.52K | -0.93% | 2.84M | 176.85 | 0.21% |
| 73 | XLC | Communication S... | 103.41 | -0.01% | 28.84K | +3.54% | 2.79M | 65.69 | 0.21% |
| 74 | RDVY | First Trust Ris... | 60.64 | -0.1% | 47.05K | -1.13% | 2.78M | 51.67 | 0.21% |
| 75 | AXP | American Expres... | 296.45 | +1.24% | 8.6K | +2.81% | 2.55M | 152.44 | 0.19% |
| 76 | BIL | SPDR Bloomberg ... | 91.62 | +0.02% | 27.89K | +26.02% | 2.55M | 91.69 | 0.19% |
| 77 | MUB | iShares Nationa... | 103.96 | -0.11% | 22.52K | +6.76% | 2.4M | 105.95 | 0.18% |
| 78 | DIS | The Walt Disney... | 117.66 | -0.4% | 21.44K | -11.06% | 2.39M | 89.89 | 0.18% |
| 79 | TOST | Toast, Inc. | 42.59 | +0.31% | 65K | -35% | 2.37M | 18.05 | 0.18% |
| 80 | XOM | Exxon Mobil Cor... | 113.17 | -0.73% | 22.02K | +0.31% | 2.37M | 110.26 | 0.18% |
| 81 | PM | Philip Morris I... | 182.40 | -0.58% | 19.54K | +100.00% | 2.35M | 120.35 | 0.18% |
| 82 | MRK | Merck & Co., In... | 79.28 | +1.28% | 22.92K | +4.54% | 2.28M | 111.38 | 0.17% |
| 83 | QQQ | Invesco QQQ Tru... | 528.82 | -0.05% | 4.29K | -3.38% | 2.19M | 293.58 | 0.16% |
| 84 | DE | Deere & Company | 524.91 | +0.34% | 5.09K | -0.53% | 2.16M | 426.77 | 0.16% |
| 85 | SCHG | Schwab U.S. Lar... | 27.95 | -0.2% | 77.25K | +300.00% | 2.15M | 13.89 | 0.16% |
| 86 | VTEB | Vanguard Tax-Ex... | 48.80 | -0.09% | 41.88K | -1.13% | 2.1M | 50.26 | 0.16% |
| 87 | UNH | UnitedHealth Gr... | 306.90 | -0.64% | 4.13K | -2.37% | 2.09M | 526.99 | 0.16% |
| 88 | IBM | International B... | 283.05 | -0.01% | 9.22K | +3.06% | 2.03M | 143.51 | 0.15% |
| 89 | XLP | Consumer Staple... | 80.39 | -0.17% | 25.07K | -4.65% | 1.97M | 74.36 | 0.15% |
| 90 | HON | Honeywell Inter... | 221.59 | -0.09% | 8.7K | +0.22% | 1.96M | 213.99 | 0.15% |
| 91 | JSCP | JPMorgan Short ... | 47.09 | +0.01% | 41.94K | +100.00% | 1.96M | 46.63 | 0.15% |
| 92 | FTRB | Federated Herme... | 24.95 | +0.14% | 78.75K | +25.95% | 1.94M | 24.59 | 0.15% |
| 93 | NEE | NextEra Energy,... | 71.56 | -0.42% | 26.86K | -2.17% | 1.93M | 66.83 | 0.14% |
| 94 | FSTA | Fidelity MSCI C... | 50.74 | -0.18% | 38.89K | +20.05% | 1.92M | 45.57 | 0.14% |
| 95 | ORCL | Oracle Corporat... | 210.53 | +1.13% | 11.44K | +3.06% | 1.91M | 90.2 | 0.14% |
| 96 | ABBV | AbbVie Inc. | 185.28 | -0.11% | 10.7K | -3.63% | 1.9M | 160.59 | 0.14% |
| 97 | XLY | Consumer Discre... | 210.37 | +0.02% | 8.44K | -0.41% | 1.89M | 171.9 | 0.14% |
| 98 | VO | Vanguard Mid Ca... | 272.01 | +0.17% | 7.05K | +0.24% | 1.86M | 237.7 | 0.14% |
| 99 | SCHM | Schwab U.S. Mid... | 27.35 | +0.40% | 66.04K | +204.24% | 1.83M | 21.95 | 0.14% |
| 100 | SDS | ProShares Ultra... | 18.06 | +0.12% | 92.67K | +100.00% | 1.82M | 19.67 | 0.14% |
| 101 | BND | Vanguard Total ... | 72.85 | +0.08% | 25.29K | +1.00% | 1.82M | 71.77 | 0.14% |
| 102 | TBUX | T. Rowe Price U... | 49.83 | +0.06% | 36.41K | +100.00% | 1.81M | 49.57 | 0.14% |
| 103 | TDVG | T. Rowe Price D... | 41.20 | -0.25% | 43.93K | +2.67% | 1.74M | 32.35 | 0.13% |
| 104 | EBC | Eastern Banksha... | 14.29 | +0.78% | 99.81K | -10.79% | 1.72M | 17.16 | 0.13% |
| 105 | FNCL | Fidelity MSCI F... | 70.79 | +0.07% | 24.74K | +12.20% | 1.7M | 55.62 | 0.13% |
| 106 | FREL | Fidelity MSCI R... | 27.25 | +0.24% | 62.7K | +32.46% | 1.69M | 26.75 | 0.13% |
| 107 | FIDU | Fidelity MSCI I... | 74.78 | -0.17% | 23.84K | +17.59% | 1.68M | 56.17 | 0.13% |
| 108 | JMUB | JPMorgan Munici... | 49.47 | -0.05% | 32.15K | 0.00% | 1.61M | 49.72 | 0.12% |
| 109 | MA | Mastercard Inco... | 538.23 | -5.48% | 2.98K | +3.40% | 1.57M | 358.33 | 0.12% |
| 110 | VCSH | Vanguard Short-... | 78.94 | +0.04% | 19.85K | -3.8% | 1.55M | 75.82 | 0.12% |
| 111 | ITM | VanEck Intermed... | 45.27 | -0.08% | 33.55K | -1.28% | 1.55M | 45.61 | 0.12% |
| 112 | QCOM | QUALCOMM Incorp... | 153.68 | -0.51% | 9.94K | +16.67% | 1.53M | 118.31 | 0.11% |
| 113 | BSCR | Invesco BulletS... | 19.64 | +0.05% | 78.09K | +4.42% | 1.52M | 19.03 | 0.11% |
| 114 | WMT | Walmart Inc. | 95.10 | +0.90% | 16.83K | +33.02% | 1.52M | 62.31 | 0.11% |
| 115 | OUSA | ALPS O'Shares U... | 52.55 | -0.77% | 28.34K | -3.4% | 1.51M | 41.45 | 0.11% |
| 116 | LRCX | Lam Research Co... | 92.24 | -0.45% | 20.78K | +100.00% | 1.5M | 72.23 | 0.11% |
| 117 | BSCQ | Invesco BulletS... | 19.55 | +0.03% | 76.97K | +4.92% | 1.5M | 18.97 | 0.11% |
| 118 | BSCP | Invesco BulletS... | 20.73 | -0.02% | 72.02K | +5.56% | 1.49M | 20.18 | 0.11% |
| 119 | VNQ | Vanguard Real E... | 89.86 | +0.31% | 16.43K | -0.3% | 1.46M | 82.48 | 0.11% |
| 120 | KO | The Coca-Cola C... | 69.14 | -0.68% | 23.05K | -13.99% | 1.44M | 63.26 | 0.11% |
| 121 | MDY | SPDR S&P MIDCAP... | 553.80 | +0.32% | 2.52K | -1.06% | 1.43M | 443.16 | 0.11% |
| 122 | NVO | Novo Nordisk A/... | 74.04 | -0.4% | 16.62K | +3.57% | 1.43M | 74.69 | 0.11% |
| 123 | KKR | KKR & Co. Inc. | 122.30 | +1.02% | 9.25K | -0.03% | 1.37M | 46.48 | 0.10% |
| 124 | RTX | RTX Corporation | 145.80 | -1.8% | 11.66K | +2.13% | 1.35M | 100.68 | 0.10% |
| 125 | TSLA | Tesla, Inc. | 322.05 | +1.80% | 3.32K | +14.82% | 1.34M | 217.78 | 0.10% |
| 126 | XLI | Industrial Sele... | 142.13 | -0.29% | 9.73K | -4.23% | 1.28M | 98.87 | 0.10% |
| 127 | VGSH | Vanguard Short-... | 58.51 | +0.03% | 21.68K | -8.82% | 1.26M | 57.82 | 0.09% |
| 128 | IBB | iShares Biotech... | 125.77 | +0.36% | 9.43K | -0.14% | 1.25M | 131.19 | 0.09% |
| 129 | AZTA | Azenta, Inc. | 29.96 | +2.22% | 24.5K | -0.13% | 1.23M | 58.21 | 0.09% |
| 130 | BCSF | Bain Capital Sp... | 14.98 | +0.71% | 67.52K | -3.49% | 1.18M | 11.9 | 0.09% |
| 131 | DELL | Dell Technologi... | 116.56 | +0.54% | 10.12K | +0.21% | 1.17M | 42 | 0.09% |
| 132 | DBND | DoubleLine Oppo... | 45.71 | +0.09% | 25.75K | +7.39% | 1.17M | 46.25 | 0.09% |
| 133 | AMGN | Amgen Inc. | 289.47 | -0.2% | 4.42K | +3.85% | 1.15M | 262.66 | 0.09% |
| 134 | TRV | The Travelers C... | 264.92 | +0.19% | 4.75K | +0.36% | 1.14M | 194.09 | 0.09% |
| 135 | VEA | Vanguard Develo... | 55.87 | +0.22% | 23.19K | -10.72% | 1.11M | 43.63 | 0.08% |
| 136 | SMOT | VanEck Mornings... | 33.63 | +0.25% | 32.16K | +2.67% | 1.11M | 30.24 | 0.08% |
| 137 | TXN | Texas Instrumen... | 198.42 | +0.37% | 5.91K | -4.69% | 1.11M | 165.86 | 0.08% |
| 138 | BLK | BlackRock, Inc. | 977.73 | +0.88% | 1.07K | +100.00% | 1.09M | 1025.11 | 0.08% |
| 139 | DIA | SPDR Dow Jones ... | 422.55 | -0.13% | 2.55K | +0.12% | 1.08M | 351.02 | 0.08% |
| 140 | NXPI | NXP Semiconduct... | 211.62 | -0.57% | 5.19K | +0.04% | 1.08M | 158.53 | 0.08% |
| 141 | JPST | JPMorgan Ultra-... | 50.55 | +0.01% | 21.38K | +13.25% | 1.08M | 50.2 | 0.08% |
| 142 | JAVA | JPMorgan Active... | 63.88 | +0.23% | 16.77K | 0.00% | 1.06M | 51.87 | 0.08% |
| 143 | TMO | Thermo Fisher S... | 392.55 | +0.59% | 2.02K | +24.83% | 1.05M | 541.76 | 0.08% |
| 144 | VB | Vanguard Small ... | 231.29 | +0.49% | 4.3K | +6.49% | 1.03M | 203.88 | 0.08% |
| 145 | EFA | iShares MSCI EA... | 87.08 | +0.13% | 13.54K | -0.66% | 1.02M | 66.12 | 0.08% |
| 146 | SYK | Stryker Corpora... | 373.25 | -0.03% | 2.84K | +39.96% | 1.02M | 281.48 | 0.08% |
| 147 | SPGI | S&P Global Inc. | 502.50 | +0.29% | 2.02K | +0.10% | 1.01M | 335.1 | 0.08% |
| 148 | VYM | Vanguard High D... | 130.21 | +0.11% | 7.87K | -2.76% | 1M | 108.65 | 0.08% |
| 149 | ADP | Automatic Data ... | 306.50 | -0.36% | 3.24K | +46.76% | 948.02K | 255.8 | 0.07% |
| 150 | SCHD | Schwab U.S. Div... | 26.61 | -0.39% | 33.99K | +189.69% | 928.49K | 25.18 | 0.07% |