Michael Snyder

@Beaumont Financial Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$1.333B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MCDMcdonalds Corp Com Recent Activity Decreased -0.65%	1.69%	$22.468M 77,506 shares@ $289.9 avg price	Decreased -0.65%
VVisa Inc Com Cl A Recent Activity Decreased -1.67%	1.66%	$22.083M 69,873 shares@ $316.04 avg price	Decreased -1.67%
LOWLowes Cos Inc Com Recent Activity Decreased -1.59%	1.66%	$22.034M 89,279 shares@ $246.8 avg price	Decreased -1.59%
VOOVanguard S&p 500 Etf Recent Activity Decreased -1.96%	1.6%	$21.193M 39,333 shares@ $538.81 avg price	Decreased -1.96%
TCAFT. Rowe Price Capital Appreciation Equity Etf Recent Activity Decreased -3.24%	1.49%	$19.733M 593,108 shares@ $33.27 avg price	Decreased -3.24%
IOOIshares Global 100 Etf Recent Activity Decreased -35.88%	1.16%	$15.329M 152,118 shares@ $100.78 avg price	Decreased -35.88%
FDNFirst Trust Dow Jones Internet Index Fund Recent Activity Decreased -0.69%	0.89%	$11.811M 48,570 shares@ $243.17 avg price	Decreased -0.69%
SAMTStrategas Macro Thematic Opportunities Etf Recent Activity Decreased -2.89%	0.86%	$11.369M 390,202 shares@ $29.14 avg price	Decreased -2.89%
VTVanguard Total World Stock Etf Recent Activity Decreased -34.05%	0.83%	$11.052M 94,074 shares@ $117.49 avg price	Decreased -34.05%
MEMMatthews Emerging Markets Equity Active Etf Recent Activity Decreased -30.03%	0.79%	$10.519M 363,608 shares@ $28.94 avg price	Decreased -30.03%