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
COWZPacer Us Cash Cows 100 Etf Recent Activity Increased 4.08%	0.99%	$13.062M 231,266 shares@ $56.48 avg price	Increased 4.08%
DKSDicks Sporting Goods Inc Com Recent Activity Increased 2.04%	0.98%	$12.961M 56,637 shares@ $228.85 avg price	Increased 2.04%
CEFSprott Physical Gold & Silver Tr Unit Recent Activity Increased 2.23%	0.94%	$12.513M 526,627 shares@ $23.76 avg price	Increased 2.23%
DGROIshares Core Dividend Growth Etf Recent Activity Increased 3.33%	0.88%	$11.72M 191,073 shares@ $61.34 avg price	Increased 3.33%
CLOIVaneck Clo Etf Recent Activity Increased 50.86%	0.85%	$11.326M 214,635 shares@ $52.77 avg price	Increased 50.86%
VRIGInvesco Variable Rate Investment Grade Etf Recent Activity Increased 22.56%	0.81%	$10.668M 424,777 shares@ $25.12 avg price	Increased 22.56%
HDVIshares Core High Dividend Etf Recent Activity Increased 0.06%	0.68%	$9.046M 80,577 shares@ $112.27 avg price	Increased 0.06%
DVYIshares Select Dividend Etf Recent Activity Increased 0.23%	0.62%	$8.244M 62,790 shares@ $131.3 avg price	Increased 0.23%
UCONFirst Trust Tcw Unconstrained Plus Bond Etf Recent Activity Increased 5.79%	0.56%	$7.399M 300,169 shares@ $24.66 avg price	Increased 5.79%
UTESVirtus Reaves Utilities Etf Recent Activity Increased 0.88%	0.5%	$6.662M 104,508 shares@ $63.76 avg price	Increased 0.88%