test

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
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
FBTCFidelity Wise Origin Bitcoin Fund
Recent Activity
Decreased -1.29%
3.01%
$40.076M
491,254 shares@ $81.58 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -1%
2.68%
$35.604M
162,288 shares@ $219.39 avg price
JQUAJpmorgan U.s. Quality Factor Etf
Recent Activity
Decreased -2.41%
2.13%
$28.286M
493,904 shares@ $57.27 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -1.48%
1.91%
$25.441M
61,985 shares@ $410.44 avg price
MOATVaneck Morningstar Wide Moat Etf
Recent Activity
Decreased -10.37%
1.91%
$25.405M
273,979 shares@ $92.73 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -7.24%
1.87%
$24.866M
335,935 shares@ $74.03 avg price
FFLCFidelity Fundamental Large Cap Core Etf
Recent Activity
Decreased -3.69%
1.69%
$22.522M
490,785 shares@ $45.9 avg price