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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
SONYSony Group Corp Sponsored Adr
Recent Activity
Exited
0%
$12.572M
130,185 shares@ $96.58 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$1.694M
2,076 shares@ $816.08 avg price
FMATFidelity Msci Materials Index Etf
Recent Activity
Exited
0%
$1.475M
27,216 shares@ $54.21 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$1.01M
1,064 shares@ $949.4 avg price
ANETArista Networks Inc Com
Recent Activity
Exited
0%
$311,278
811 shares@ $383.82 avg price
EDVVanguard Extended Duration Treasury Etf
Recent Activity
Exited
0%
$287,135
3,604 shares@ $79.68 avg price
URNMSprott Uranium Miners Etf
Recent Activity
Exited
0%
$271,426
5,916 shares@ $45.88 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Exited
0%
$270,420
3,465 shares@ $78.05 avg price
AMATApplied Matls Inc Com
Recent Activity
Exited
0%
$259,548
1,285 shares@ $201.99 avg price
XYLXylem Inc Com
Recent Activity
Exited
0%
$247,515
1,833 shares@ $135.04 avg price