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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
ABTAbbott Labs Com
Recent Activity
Decreased -0.15%
0.63%
$8.313M
73,493 shares@ $113.11 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -12.24%
0.56%
$7.443M
32,106 shares@ $231.84 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -2.71%
0.45%
$5.949M
35,138 shares@ $169.3 avg price
BPBp Plc Sponsored Adr
Recent Activity
Decreased -51.14%
0.42%
$5.578M
188,707 shares@ $29.56 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -4.46%
0.41%
$5.417M
37,399 shares@ $144.84 avg price
AEPAmerican Elec Pwr Co Inc Com
Recent Activity
Decreased -1.52%
0.41%
$5.375M
58,283 shares@ $92.23 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -1.27%
0.39%
$5.183M
27,216 shares@ $190.45 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Decreased -1.63%
0.36%
$4.764M
69,106 shares@ $68.95 avg price
TJXTjx Cos Inc New Com
Recent Activity
Decreased -2.97%
0.35%
$4.63M
38,321 shares@ $120.81 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Decreased -3.8%
0.35%
$4.609M
5,030 shares@ $916.26 avg price