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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
FENYFidelity Msci Energy Index Etf
Recent Activity
New Position
0.06%
$735,992
30,872 shares@ $23.85 avg price
FIFiserv Inc Com
Recent Activity
New Position
0.04%
$453,978
2,210 shares@ $205.42 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
New Position
0.04%
$425,220
1,677 shares@ $253.56 avg price
CLIPGlobal X 1-3 Month T-bill Etf
Recent Activity
New Position
0.04%
$411,368
4,110 shares@ $100.09 avg price
ETHGrayscale Ethereum Mini Trust Etf
Recent Activity
New Position
0.04%
$402,726
12,789 shares@ $31.5 avg price
ASMLAsml Holding N V N Y Registry Shs
Recent Activity
New Position
0.04%
$401,293
579 shares@ $693.08 avg price
MSIMotorola Solutions Inc Com New
Recent Activity
New Position
0.03%
$382,726
828 shares@ $462.23 avg price
ICEIntercontinental Exchange Inc Com
Recent Activity
New Position
0.03%
$378,485
2,540 shares@ $149.01 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.03%
$342,643
3,100 shares@ $110.53 avg price
EXPDExpeditors Intl Wash Inc Com
Recent Activity
New Position
0.03%
$341,947
3,087 shares@ $110.78 avg price