Beaumont Financial Advisors, LLC
CIK Number: 0001957394
1.33B
Market Value
342
# of Holdings
7 months
Avg. Holding Period
78.98%
Win Rate
39.10%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | 238.04 | -1.57% | 285.4K | -1.91% | 66.5M | 129.93 | 5.20% | |
| 2 | Microsoft Corp ... | 387.92 | -2.29% | 132.41K | -1.93% | 56.97M | 240.29 | 4.45% | |
| 3 | Ishares Core S&... | 586.14 | -1.83% | 94.35K | -0.27% | 54.42M | 423.96 | 4.25% | |
| 4 | Jpmorgan Active... | 78.52 | -2.48% | 607.09K | +20.80% | 46.67M | 61.34 | 3.65% | |
| 5 | Alphabet Inc Ca... | 166.73 | -2.08% | 237.43K | -1.36% | 39.38M | 88.79 | 3.08% |
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