| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 18.6% |
| APPLE INC | 4 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2023 | 3.0% |
| ISHARES TR | 4 | Q3 2023 | 2.8% |
| ALPHABET INC | 4 | Q3 2023 | 3.2% |
| MCDONALDS CORP | 4 | Q3 2023 | 2.5% |
| J P MORGAN EXCHANGE TRADED FD | 4 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 4 | Q3 2023 | 2.5% |
| LOWES COS INC | 4 | Q3 2023 | 2.1% |
View Beaumont Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.