test

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
APHAmphenol Corp New Cl A
Recent Activity
New Position
0.03%
$338,072
4,868 shares@ $69.45 avg price
SHWSherwin Williams Co Com
Recent Activity
New Position
0.03%
$325,693
958 shares@ $339.98 avg price
CHDChurch & Dwight Co Inc Com
Recent Activity
New Position
0.03%
$311,733
2,977 shares@ $104.72 avg price
SMHVaneck Semiconductor Etf
Recent Activity
New Position
0.03%
$303,417
1,253 shares@ $242.16 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.03%
$300,935
10,740 shares@ $28.03 avg price
GEVGe Vernova Inc Com
Recent Activity
New Position
0.03%
$299,984
912 shares@ $328.93 avg price
CHKPCheck Point Software Tech Ltd Ord
Recent Activity
New Position
0.03%
$267,915
1,435 shares@ $186.71 avg price
RNGRingcentral Inc Cl A
Recent Activity
New Position
0.02%
$261,910
7,481 shares@ $35.02 avg price
BKNGBooking Holdings Inc Com
Recent Activity
New Position
0.02%
$253,389
51 shares@ $4968.42 avg price
TTDThe Trade Desk Inc Com Cl A
Recent Activity
New Position
0.02%
$241,877
2,058 shares@ $117.54 avg price