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Michael Snyder

@Beaumont Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.333BTotal holdings369
Assets growth rate4.19%Assets growth rate (2-Q avg)3.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaumont Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Beaumont Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.333B in assets, with a quarterly growth rate of 4.19% and a 2-quarter average growth rate of 3.26%. The portfolio is managed by Michael Snyder, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Decreased -0.9%
5.32%
$70.827M
282,833 shares@ $250.42 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 1.26%
4.25%
$56.512M
134,074 shares@ $421.51 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -1.46%
4.11%
$54.725M
92,962 shares@ $588.69 avg price
JGROJpmorgan Active Growth Etf
Recent Activity
Decreased -6.84%
3.44%
$45.826M
565,541 shares@ $81.03 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 0.77%
3.4%
$45.289M
239,245 shares@ $189.31 avg price
FBTCFidelity Wise Origin Bitcoin Fund
Recent Activity
Decreased -1.29%
3.01%
$40.076M
491,254 shares@ $81.58 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Increased 7.09%
2.7%
$35.878M
575,803 shares@ $62.31 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -1%
2.68%
$35.604M
162,288 shares@ $219.39 avg price
IJTIshares S&p Small-cap 600 Growth Etf
Recent Activity
Increased 25.3%
2.44%
$32.469M
239,852 shares@ $135.38 avg price
JPEFJpmorgan Equity Focus Etf
Recent Activity
Increased 31.31%
2.36%
$31.339M
466,974 shares@ $67.11 avg price