| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q2 2024 | 18.6% |
| APPLE INC COM | 7 | Q2 2024 | 5.5% |
| MICROSOFT CORP COM | 7 | Q2 2024 | 4.8% |
| ISHARES TR | 7 | Q2 2024 | 4.1% |
| ALPHABET INC CAP STK CL A | 7 | Q2 2024 | 3.5% |
| ISHARES TR | 7 | Q2 2024 | 2.8% |
| JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND | 7 | Q2 2024 | 2.6% |
| MCDONALDS CORP COM | 7 | Q2 2024 | 2.5% |
| AMAZON COM INC COM | 7 | Q2 2024 | 2.6% |
| ISHARES TR | 7 | Q2 2024 | 2.2% |
View Beaumont Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-25 |
View Beaumont Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.