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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
JQUAJpmorgan U.s. Quality Factor Etf
Recent Activity
Decreased -2.41%
2.13%
$28.286M
493,904 shares@ $57.27 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 6.3%
2.02%
$26.872M
200,107 shares@ $134.29 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 1.16%
1.97%
$26.213M
57,829 shares@ $453.29 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
MCDMcdonalds Corp Com
Recent Activity
Decreased -0.65%
1.69%
$22.468M
77,506 shares@ $289.9 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -1.67%
1.66%
$22.083M
69,873 shares@ $316.04 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -1.59%
1.66%
$22.034M
89,279 shares@ $246.8 avg price