Beaumont Asset Management, L.L.C. holdings history

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143 is the total number of securities Beaumont Asset Management, L.L.C. has owned. The longest Beaumont Asset Management, L.L.C. has owned a single stock is 16 quarters.

Beaumont Asset Management, L.L.C. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR161618.74%21.09%24.11%Q4 2019Q3 202316
MOAT VANECK VECTORS MORNING...161611.35%13.87%17.35%Q4 2019Q3 202316
MSFT MICROSOFT CORP COM16163.48%4.59%5.58%Q4 2019Q3 202316
GOOGL ALPHABET INC CAP STK CL A16162.21%3.01%3.78%Q4 2019Q3 202316
AMZN AMAZON COM INC COM16161.58%2.50%3.19%Q4 2019Q3 202316
XSD SPDR S&P SEMICONDUCTOR...16161.63%2.29%2.98%Q4 2019Q3 202316
NOW SERVICENOW INC COM16161.72%2.28%2.97%Q4 2019Q3 202316
CRM SALESFORCE INC COM16161.32%1.97%2.90%Q4 2019Q3 202316
BLK BLACKROCK INC COM16161.20%1.92%2.49%Q4 2019Q3 202316
QCOM QUALCOMM INC COM16160.74%1.49%2.00%Q4 2019Q3 202316
FHLC FIDELITY MSCI HEALTH C...16161.15%1.35%1.81%Q4 2019Q3 202316
AMGN AMGEN INC COM16160.28%1.07%2.46%Q4 2019Q3 202316
WMT WALMART INC COM16160.77%0.88%1.09%Q4 2019Q3 202316
CMCSA COMCAST CORP NEW CL A16160.33%0.85%1.33%Q4 2019Q3 202316
PFE PFIZER INC COM16160.71%0.85%1.13%Q4 2019Q3 202316
K KELLOGG CO COM16160.62%0.78%0.93%Q4 2019Q3 202316
IWV ISHARES TR16160.49%0.66%0.88%Q4 2019Q3 202316
TXN TEXAS INSTRS INC COM16160.35%0.40%0.49%Q4 2019Q3 202316
TGT TARGET CORP COM16160.25%0.39%0.55%Q4 2019Q3 202316
ABT ABBOTT LABS COM16160.22%0.27%0.36%Q4 2019Q3 202316
ADP AUTOMATIC DATA PROCESS...16160.21%0.24%0.28%Q4 2019Q3 202316
OEF ISHARES TR15150.90%1.20%1.59%Q1 2020Q3 202315
GD GENERAL DYNAMICS CORP COM1140.64%0.89%1.12%Q4 2019Q3 202315
ALB ALBEMARLE CORP COM1410.24%0.66%1.20%Q4 2019Q3 202315
VTI VANGUARD TOTAL STOCK M...15150.23%0.56%2.05%Q1 2020Q3 202315
FMAT FIDELITY MSCI MATERIAL...1410.16%0.26%0.31%Q4 2019Q3 202315
VCSH Vanguard Short-Term Co...14145.54%7.62%8.92%Q4 2019Q1 202314
ADBE ADOBE SYSTEMS INCORPOR...14140.25%1.15%1.68%Q4 2019Q1 202314
PEP PEPSICO INC COM14140.99%1.13%1.27%Q2 2020Q3 202314
AXP AMERICAN EXPRESS CO COM14140.37%0.47%0.56%Q2 2020Q3 202314
SO SOUTHERN CO COM14140.24%0.28%0.37%Q2 2020Q3 202314
XT ISHARES TR13130.19%3.79%5.47%Q4 2019Q4 202213
APD AIR PRODS & CHEMS INC COM13130.26%0.55%1.05%Q4 2019Q4 202213
AIG AMERICAN INTL GROUP IN...13130.26%0.44%0.56%Q3 2020Q3 202313
VO VANGUARD MID-CAP INDEX...13130.34%0.40%0.55%Q2 2020Q2 202313
GWRE GUIDEWIRE SOFTWARE INC...12120.30%0.94%1.23%Q4 2019Q3 202212
LMT LOCKHEED MARTIN CORP COM12120.39%0.77%0.98%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO COM12120.40%0.52%0.72%Q4 2020Q3 202312
NKE NIKE INC CL B930.38%0.47%0.56%Q2 2020Q2 202312
V VISA INC COM CL A11111.31%1.52%1.68%Q4 2019Q2 202211
FB META PLATFORMS INC CL A11110.65%1.15%1.52%Q4 2019Q2 202211
MDT MEDTRONIC PLC SHS620.17%0.50%0.92%Q4 2019Q3 202311
INVH INVITATION HOMES INC COM11110.19%0.27%0.36%Q1 2021Q3 202311
XYL XYLEM INC COM1010.14%0.25%0.30%Q4 2019Q3 202211
MACQUARIE INFRASTRUCTU...11110.01%0.01%0.01%Q4 2019Q2 202211
XLE SELECT SECTOR SPDR TR10100.20%1.13%1.96%Q2 2021Q3 202310
BDX BECTON DICKINSON & CO COM10100.80%1.06%1.31%Q2 2021Q3 202310
AAP ADVANCE AUTO PARTS INC...10100.38%0.52%0.70%Q3 2020Q4 202210
MCD MCDONALDS CORP COM910.26%0.42%1.20%Q4 2019Q1 202310
KMI KINDER MORGAN INC DEL COM10100.31%0.42%0.56%Q1 2021Q2 202310
EMR EMERSON ELEC CO COM510.15%0.17%0.20%Q4 2019Q3 202310
HORIZON GLOBAL CORP 2....10100.01%0.01%0.01%Q4 2019Q1 202210
MGK VANGUARD MEGA CAP GROW...990.17%1.58%3.12%Q2 2020Q2 20229
VZ VERIZON COMMUNICATIONS...990.49%0.67%0.85%Q1 2020Q1 20229
BIIB BIOGEN INC COM990.20%0.56%1.08%Q4 2019Q4 20219
DLR DIGITAL RLTY TR INC COM990.20%0.26%0.34%Q1 2021Q1 20239
ZBH ZIMMER BIOMET HOLDINGS...880.60%1.22%1.43%Q4 2021Q3 20238
VIRT VIRTU FINL INC CL A880.24%0.37%0.47%Q2 2020Q1 20228
VBR VANGUARD SMALL-CAP VAL...771.30%2.27%2.99%Q1 2022Q3 20237
GS GOLDMAN SACHS GROUP IN...610.60%0.66%0.81%Q3 2020Q3 20237
NVDA NVIDIA CORPORATION COM770.21%0.42%0.61%Q3 2020Q1 20227
THIRD COAST BANCSHARES...770.21%0.39%0.73%Q1 2022Q3 20237
CERN CERNER CORP COM770.21%0.36%1.00%Q4 2019Q2 20217
VTV VANGUARD VALUE INDEX FUND665.10%5.75%6.26%Q2 2022Q3 20236
C CITIGROUP INC COM NEW330.34%0.93%1.99%Q4 2019Q4 20226
ROK ROCKWELL AUTOMATION IN...660.31%0.81%1.07%Q2 2022Q3 20236
BRKB BERKSHIRE HATHAWAY INC...420.18%0.65%1.57%Q4 2019Q3 20236
TMHC TAYLOR MORRISON HOME C...660.48%0.56%0.66%Q3 2020Q4 20216
UL UNILEVER PLC SPON ADR NEW660.32%0.36%0.40%Q2 2022Q3 20236
AAPL APPLE INC COM660.24%0.35%0.42%Q4 2020Q1 20226
PH PARKER-HANNIFIN CORP COM550.64%0.79%0.98%Q3 2022Q3 20235
VOOV VANGUARD S&P 500 VALUE...550.62%0.72%0.77%Q3 2022Q3 20235
MA MASTERCARD INCORPORATE...550.27%0.63%0.81%Q3 2022Q3 20235
AVGO BROADCOM INC COM550.33%0.60%0.80%Q3 2022Q3 20235
SPY SPDR S&P 500 ETF410.15%0.54%2.07%Q1 2020Q1 20225
XLP CONSUMER STAPLES SELEC...550.25%0.50%0.57%Q1 2020Q1 20215
MRNA MODERNA INC COM550.20%0.47%0.80%Q1 2021Q1 20225
BX BLACKSTONE INC COM550.35%0.42%0.52%Q3 2022Q3 20235
SPG SIMON PPTY GROUP INC N...550.28%0.32%0.34%Q3 2022Q3 20235
SQM SOCIEDAD QUIMICA Y MIN...550.18%0.20%0.22%Q4 2020Q4 20215
ETR ENTERGY CORP NEW COM310.14%0.19%0.26%Q4 2019Q4 20215
GILD GILEAD SCIENCES INC COM440.63%0.92%1.31%Q4 2019Q3 20204
T AT&T INC COM440.51%0.62%0.79%Q2 2022Q1 20234
DIS DISNEY WALT CO COM DISNEY310.39%0.61%1.18%Q4 2019Q2 20234
WSM WILLIAMS SONOMA INC440.38%0.45%0.58%Q4 2022Q3 20234
AMD ADVANCED MICRO DEVICES...440.37%0.42%0.51%Q2 2021Q1 20224
CSCO CISCO SYS INC COM310.26%0.37%0.49%Q4 2019Q1 20234
ZM ZOOM VIDEO COMMUNICATI...440.29%0.35%0.46%Q2 2020Q1 20214
VONE VANGUARD SCOTTSDALE FDS310.16%0.33%0.40%Q1 2022Q2 20234
FE FIRSTENERGY CORP COM440.17%0.32%0.40%Q3 2022Q2 20234
AMH AMERICAN HOMES 4 RENT440.27%0.29%0.32%Q4 2022Q3 20234
VOE VANGUARD MID-CAP VALUE...331.24%1.37%1.45%Q3 2022Q1 20233
RTX RTX CORPORATION210.34%0.63%0.83%Q2 2020Q3 20233
XLF SELECT SECTOR SPDR TR330.47%0.50%0.53%Q1 2023Q3 20233
XOM EXXON MOBIL CORP COM210.16%0.34%0.68%Q4 2019Q3 20213
CIBR FIRST TRUST NASDAQ CEA...330.21%0.21%0.22%Q4 2020Q2 20213
ONEY SPDR SER TR330.18%0.19%0.19%Q3 2022Q1 20233
DHR DANAHER CORPORATION COM210.14%0.18%0.20%Q3 2020Q4 20213
RTM INVESCO S&P 500 EQUAL ...330.17%0.18%0.19%Q1 2022Q3 20223
VCR VANGUARD WORLD FDS330.16%0.18%0.19%Q1 2023Q3 20233
GLOBAL EAGLE ENTMT INC...330.00%0.00%0.00%Q4 2019Q2 20203
GIS GENERAL MLS INC COM220.89%0.97%1.05%Q4 2019Q1 20202
USB US BANCORP DEL COM NEW220.78%0.96%1.15%Q4 2019Q1 20202
FNCL FIDELITY MSCI FINANCIA...220.75%0.85%0.96%Q4 2019Q1 20202
IJT ISHARES TR110.32%0.69%1.07%Q4 2019Q3 20232
LOW LOWES COS INC220.46%0.46%0.46%Q2 2023Q3 20232
UBER UBER TECHNOLOGIES INC220.33%0.42%0.52%Q2 2023Q3 20232
LUV SOUTHWEST AIRLS CO COM220.36%0.42%0.48%Q3 2021Q4 20212
ATVI ACTIVISION BLIZZARD INC220.41%0.41%0.42%Q1 2023Q2 20232
MMM 3M CO COM220.36%0.39%0.42%Q2 2022Q3 20222
NYCB NEW YORK CMNTY BANCORP...220.36%0.37%0.38%Q3 2022Q4 20222
TRUP TRUPANION INC COM220.30%0.36%0.42%Q3 2020Q4 20202
FCX FREEPORT-MCMORAN INC220.25%0.35%0.45%Q4 2022Q1 20232
ZTS ZOETIS INC CL A220.28%0.32%0.37%Q3 2022Q4 20222
TSM TAIWAN SEMICONDUCTOR M...220.22%0.23%0.25%Q4 2021Q1 20222
BUG GLOBAL X CYBERSECURITY...220.21%0.21%0.22%Q3 2021Q4 20212
AGG ISHARES CORE U.S. AGGR...220.20%0.21%0.21%Q2 2020Q3 20202
DKNG DRAFTKINGS INC COM CL A110.18%0.19%0.19%Q1 2021Q3 20212
GNC HLDGS INC 1.5 08/1...220.01%0.01%0.01%Q4 2019Q1 20202
VUSB VANGUARD BD INDEX FDS112.16%2.16%2.16%Q2 2023Q2 20231
UTX UNITED TECHNOLOGIES CO...111.89%1.89%1.89%Q4 2019Q4 20191
CBRE CBRE GROUP INC CL A111.37%1.37%1.37%Q4 2019Q4 20191
PG PROCTER & GAMBLE CO COM111.26%1.26%1.26%Q4 2019Q4 20191
IJS ISHARES S&P SMALL-CAP ...111.21%1.21%1.21%Q4 2019Q4 20191
IJJ ISHARES TR111.20%1.20%1.20%Q2 2023Q2 20231
IJR ISHARES S&P SMALL-CAP ...110.96%0.96%0.96%Q4 2019Q4 20191
AMX AMERICA MOVIL SAB DE C...110.87%0.87%0.87%Q4 2019Q4 20191
DAL DELTA AIR LINES INC DE...110.86%0.86%0.86%Q4 2019Q4 20191
CAT CATERPILLAR INC DEL COM110.81%0.81%0.81%Q4 2019Q4 20191
IJH ISHARES CORE S&P MID-C...110.74%0.74%0.74%Q1 2020Q1 20201
IFF INTERNATIONAL FLAVORS&...110.47%0.47%0.47%Q1 2023Q1 20231
DFAC DIMENSIONAL ETF TRUST110.47%0.47%0.47%Q1 2023Q1 20231
BWA BORGWARNER INC COM110.41%0.41%0.41%Q2 2021Q2 20211
RYE INVESCO EXCHANGE TRADE...110.40%0.40%0.40%Q3 2023Q3 20231
HAS HASBRO INC110.34%0.34%0.34%Q4 2022Q4 20221
BATH & BODY WORKS INC110.34%0.34%0.34%Q3 2023Q3 20231
ETSY ETSY INC110.33%0.33%0.33%Q2 2023Q2 20231
ITOT ISHARES CORE S&P TOTAL...110.26%0.26%0.26%Q4 2019Q4 20191
WORK SLACK TECHNOLOGIES INC...110.23%0.23%0.23%Q2 2020Q2 20201
YUMC YUM CHINA HLDGS INC COM110.21%0.21%0.21%Q1 2022Q1 20221
FMC FMC CORP110.20%0.20%0.20%Q3 2023Q3 20231
ABM ABM INDS INC COM110.18%0.18%0.18%Q1 2021Q1 20211
REAL THE REALREAL INC COM110.18%0.18%0.18%Q1 2021Q1 20211
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The securities at the top of the list , including ISHARES TR, VANECK VECTORS MORNINGSTAR WIDE MOAT ETF, and MICROSOFT CORP COM, are the highest-conviction holdings of Beaumont Asset Management, L.L.C..

The conviction is calculated by counting the number of quarters a security has been reported by Beaumont Asset Management, L.L.C.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Beaumont Asset Management, L.L.C. owns currently or has owned in the past.